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Share Name Share Symbol Market Type Share ISIN Share Description
Trakm8 Holdings Plc LSE:TRAK London Ordinary Share GB00B0P1RP10 ORD 1P
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  0.00 0.0% 14.50 13.00 16.00 14.50 14.50 14.50 17,163 08:00:00
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Technology Hardware & Equipment 19.1 -3.6 -6.2 - 7

Trakm8 Share Discussion Threads

Showing 6151 to 6174 of 6600 messages
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DateSubjectAuthorDiscuss
11/12/2019
10:26
AA sounding very optimistic in their outlook and progress in this morning's RNS.
knowbodyyouno
10/12/2019
13:17
Perhaps they have Trakm8 shares?!
knowbodyyouno
10/12/2019
11:07
yes Arden did, I have it. Nothing new, very optimistic on turnaround with Ingenie, Lexis and AA orders starting.
blondeamon
10/12/2019
10:42
I just did some clicking around on the Arden website - link below. Then I thought I'd look at their share price as they are listed on AIM. Their share price has been going straight down from 53p on 1/1/18 to 17p now. hxxps://www.arden-partners.com/
trakm8fan
10/12/2019
06:58
Did Arden produce a research note and/or rating?
knowbodyyouno
10/12/2019
01:17
The BOD need to be made to take less money out of the company for now.
cokehookerscars
09/12/2019
22:06
Apologies then.
blondeamon
09/12/2019
19:50
Harassing KYBN? Merely replying to his sarcastic comment.
dave2608
09/12/2019
19:24
Apologies I have the cash flow figure wrong. Actually it was minus £1,752,000 at the year end but that only exacerbates things. - £1,752 million to £1.432 million. That's a £3.184 million turnaround in 6 months despite recording a £1.787 million loss.
dave2608
09/12/2019
18:51
Ok knowbodyyouno, are you saying you're not confused? Clear as crystal to you is it? Then please enlighten me. How can you appear to be £1.85 million cash flow positive for the period yet make a loss after tax of £1.787 million? Over to you wise one. Somehow I think you'll be ducking the question.
dave2608
09/12/2019
18:43
Sorry to hear you're confused Dave, but I wouldn't worry if I were you. After all, you're not invested and appear to post here just for sport...
knowbodyyouno
09/12/2019
18:14
I agree. We might see a brief rally this week as news of the ostensible recovery beds in. Then, most likely, the share price will drift along, buffeted about by random buying and selling - eventually settling not much further on that we are now. This would be my prediction anyway. Short of a contract announcement, I don't think there will be another update until Feb, going on previous years. If that update further confirms the recovery then I would expect a decent shift upwards in the weeks after. Obviously, the reverse is also true. We're far from out of the woods but things seem more steady.
knowbodyyouno
09/12/2019
18:11
I see the consensus narrative has gone from doom and gloom to the ship is beginning to be turned around. But is this half yearly report another "We've had a sh*t half year but there's jam in the distance scenario? If so well done Trakm8 on that one; you've got the punters back on board. I suppose the following couple of announcements help the ship being turned around scenario: Announcement 1. "Stronger H2 and FY2021 outlook: o Major automotive customer committed to a minimum of 45,000 units over next 12 months" The key word here is committed. I'd argue that could mean anything. Are they committed by contract? Or are they committed in the sense of desire? I mean if it's the latter then there's no guarantee whatsoever. I could be committed to being the greatest dancer to appear on Strictly. It doesn't mean I will be. Oh and what are the margins on these 45,000 units? Announcement 2. "Financial position Net cash inflow from operating activities was £1.43m (H1 2018: outflow of £0.42m), this is despite the R&D tax credit receipts of £1.01m failing to be received before period end due to HMRC delays (H1 2018: £0.97m received in August 2018)." So is this reading that they have gone from a cash outflow of £0.42m to a net cash inflow (from operating activities) of £1.43m? In that case they are cash flow positive £1.85 million for the period. So if they are that much cash flow positive, how come they made a loss after tax of £1,787,000? But the wording's a bit weird here isn't it? Why are they calling it cash inflow from operating activities? What is the actual cash flow? Is this the same as cash inflow from operating activities? I'm sorry but this is confusing.
dave2608
09/12/2019
17:38
I'm not sure it will start gliding up without more news. I think the next few days will be telling while people absorb the results and wait to see what happens. This could easily start sliding down gradually again. Share price movements largely seem random to me. Blonde said there would be a Q3 update in January, why is that?
trakm8fan
09/12/2019
17:25
Yes, a sound RNS - let's hope this translates into a rise.
dc2
09/12/2019
17:16
Ha Ha! I was worried you would get lonely, I was the 25k to get the day going! Then some more later. This will start gliding up now. It’s starting to act like a £20m business now....
40toolong
09/12/2019
16:48
40toolong, are back with us (in the asylum)?
dc2
09/12/2019
16:40
Of course. I was merely asking "is this a sport for you?"
dave2608
09/12/2019
16:38
I've paid my dues Dave. Surely means I get to post as often as I want?
trakm8fan
09/12/2019
16:10
Is posting on here a sport for you trakm8Fan?
dave2608
09/12/2019
14:42
If Blonde is now beginning to see the green shoots then this is a corner turned. I've been banging the same drum constantly since I joined. This company is not going out of business. They secured several large contracts which took much longer to start shipping than anyone expected. This was just a delay. Direct Line reducing volume caused a cash crunch too. Once these contracts all start shipping we will have a very different business. I saw this delay as a buying opportunity while others have been talking about these contracts being bogus and this business failing. Clearly the market has not really woken up to the potential here as the share price has not even moved. I expect much better results to come and the direction can only be upwards from here.
trakm8fan
09/12/2019
13:57
thanks, as usual I think you have captured it well. It does look like we have turned the corner.
dc2
09/12/2019
13:53
Trakm8 Holdings (LON:TRAK) reported their H1 results today and as expected another loss followed but a few things were displaying the start of a turnaround that is taking place. - Cost cuts across the entire company: headcount, factory, R&D led to substantial savings - Cash generation massively improved from -400k last year to +1.4m now. - AA customer committed to 45k units ordered within the next 12 months which is a substantial contract considering they have 150k devices now in Insurance & Automotive. Alstrad, ByMiles, LexisNexis all shipping now new devices and 2 more insurers to start in December and January. The Insurance side seems to have stabilized and start to grow soon. - Fleet, where best margins are at, continues to rise nicely and new contracts are secured. This looks to be the bottom to me, as evidenced also by the recent rise in anticipation of good news. If they finish the year profitably as announced today then that means the company is back on track towards profitability and from a much better position than they were before due to the new products they developed. Rise in £ is also set to help them a lot in 2020. I hold and although I had lost faith recently, I start to change my mind after the recent results. The format of the RNS and language used is finally at par with what it should have been, telling it as it is.
blondeamon
09/12/2019
11:37
I was waiting for news about the large contract wins and we had plenty of that. The update mentions these as 4 new insurance customers and only Ingenie has started shipping. Lexis Nexus is named and it says they will start shipping in Jan. So these contracts are happening and only 1 has started shipping. I'd assume these will start shipping slowly at first and then ramp up. Once all 4 start shipping in Anger we will have a completely different business. 45000 for the AA is an extra bonus. That is almost 1000 per week. If Direct Line only ship say 1000 per week now then lets say these 4 new insurance companies all start shipping 4000 between them and then we add AA with another 1000 per week that is massive. Even if these all churn annually that is still an extra 5000 per week or 250000 across the year. That will double the amount of connected units. Surely people can see the potential here.
trakm8fan
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