Trakm8 Share Discussion Threads

[40toolong] 04/7/2019 08:20

I wonder if JW will drop a Friday Special on us or wait for Monday.

No serious buy/sell trades amounting to anything substantial suggests in my mind that everything is close to the chest, or it is a non-price changing “2018 was rubbish and 2019 will be better, just too early to know”

[knowbodyyouno] 03/7/2019 10:58

The news on the website, generally seems a bit old. But we know Trakm8 doesn't do the best job of updating people or tell it's story. Hopefully, something positive is happening in the background. We'll know more on Monday I guess.

[propertywilly] 02/7/2019 17:04

The Algorithm People (aka ex staff) partnership - where'd the article go from the trak website. hmm...

[dave2608] 29/6/2019 22:25

Oh and I'd love to know where this goldmine was in 2016? Was it in El Dorado?

[dave2608] 29/6/2019 18:37

Reverse Midas would probably be a better way of phrasing it. I wonder if John Boy has a few little nasties hidden up his sleeve for a week on Monday? I wouldn't bet against it.

[apad] 29/6/2019 15:42

"blondeamon - 02 Aug 2016 - 19:15:52 - 560 of 3980 TRAKm8 Cutting edge Telematics & vehicle management - TRAK
Apad filtered since ages, a troll who admitted knows nothing about TRAK. My guess is he wants to buy low and tries to deramp.

Number of devices is the key here, any number above 30%should bring much greater profits on the 40-50% range as we install once and collect forever.

I'd like to see more International Sales now, especially to the US and Australia. We have huge potential there as we have big gun clients, that speaks volumes.

TRAK will be a good dividend payer one day when all that cash converts to special divis. But not before we have St least 500,000 devices or more. Until then growth is spectacular here and so far board doing an excellent job delivering value.

Market got this one totally wrong and with September results I think they'll be in for a surprise."

Sorry to see you still here blond. At some point you have to cut your losses.

apad

[40toolong] 26/6/2019 07:01

There is certainly no Stockholm syndrome going on!

[knowbodyyouno] 25/6/2019 19:04

True story.

[knowbodyyouno] 25/6/2019 17:33

Yes. Well let’s hope the bed and ISA movements by the BOD before the closed period are an indication of a brighter outlook.

It’s an odd one really though - None of us have faith in a CEO we’re betting heavily on.

[40toolong] 25/6/2019 17:08

At least it’s not like last time when he peppered us with small bits of good news and then hit us with the proverbial 2x4. No news will either mean this is a dead duck or they have managed to claw themselves out of the poop and onto the yellow brick road. Historical data tells us one thing though. JW can’t sell what he makes and make a realistic return.

[knowbodyyouno] 25/6/2019 16:36

Shouldn’t pay too much attention to day to day share movements, but all this selling before the release of numbers makes me more than a little nervous. JFW is a disaster.

[knowbodyyouno] 25/6/2019 16:00

21p
The market has almost no faith in this Co. when does the micolise cash run out, I wonder?

[dc2] 25/6/2019 10:27

Manufacturing in the UK is my biggest worry, they should outsource IMO especially as they already have an interest in eastern Europe.

Sales wise, they certainly seem to be able to open doors, hopefully they can convert into meaningful relationships and sales.

[knowbodyyouno] 25/6/2019 09:09

Not necessarily. Depends why the roles opened up or whether they’re additional due to extra demand. They’re supposed to be reducing costs dramatically, so one would expect the latter.

[40toolong] 25/6/2019 08:27

8 open roles in varying areas on LinkedIn. That can only be a good thing. What do we anticipate current staff numbers to be?

[40toolong] 21/6/2019 08:32

The industry overall is up at the moment by about 40-50% yoy. I have been speaking to various people I know in the industry. If Trak have not had a positive Q1 yoy, they should pack up and go home. I know I will be.

[knowbodyyouno] 21/6/2019 08:06

Another Friday goes by without a PW - perhaps there's a small chance of a positive TU.

[knowbodyyouno] 19/6/2019 11:30

Perhaps some people are tucking into Trak shares, by mistake!

But yes, here's hoping it's reflective of market conditions.

[dc2] 19/6/2019 10:55

QTX going well on fleet - up 45% yoy in new installs (if I read it correctly).



Let's hope this reflects the market

Update: Also, the QTX share price increase is greater than our market cap.