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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 33,151 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 6326 to 6347 of 6600 messages
Chat Pages: 264  263  262  261  260  259  258  257  256  255  254  253  Older
DateSubjectAuthorDiscuss
13/3/2020
10:16
What is with the negativity. Huge turnaround from H1. More devices plugged in now. Higher recurring revenue and cost base reduced markedly. Not sure whether your points are particularly valid squeamish. They took on additional financing to deliver AA order. Working cap position should unwind and net debt more manageable. There is real independence on the board re Microlise. They key for TRAK was to get their cost base in order and their recurring revenues up. They seem to have done that. Focus then moves onto additional sales and at that point operational gearing should start to kick in.
horndean eagle
12/3/2020
23:18
I'm concerned Trakm8 is now too small to win the deals it needs to survive and grow. A key question for all procurement managers is counterparty reliability. Price, service, product are important, but you need assurance that your supplier can deliver for you over the life of the contract. Trakm8 want and need large fleets and large insurers going down the API/data exchange route, for the recurring revenues but also to guarantee a minimum scale across their product set and back office. Scale that equips you to sell to higher margin small & medium size clients. The challenge is that Trakm8 is now so small in market cap terms, with weak financials (net debt rising, well noted cash flow issues) and weak governance (essentially controlled by the Watkins family, with no real independence on the board). For Royal Mail or British Gas or any other large fleet client, Trakm8 is likely to fail their counterpart selection criteria. Why invest £££ embedding your systems with a supplier who might not be around in five years? The AA have probably reconciled themselves to buying out Trakm8's tech from the administrators if Trakm8 fails. For others, Trakm8 may be a risk too much at this point. Probably why we are seeing so little in terms of contract wins. The only solution I see for shareholders to come away with any value is for the BOD to put it up for sale to a bigger competitor who wants extra volume and an enhanced product set - Watkins is probably too arrogant for that, though.
squeamish1
12/3/2020
19:08
40toolong Are you eyes and ears open, my friend? Take a look around you, there's good reason why this share went down today. Personally, I think it held up well, given the broader carnage and panic. The share prices of companies that routinely post profits in the billions are being decimated. Barclay's under £1.! Extraordinary.
knowbodyyouno
12/3/2020
19:07
Its actually very positive. Small adjusted profit for the year means they made over £1.6m in profit in the 2nd half. Shipping to AA may have flattered things somewhat but they have repeat orders lined up and all these extra units helps with recurring revenue. What has also been flagged up is they have taken a lot of cost out of the business and that started to feed through in the second half. The full benefit of which will show next year. I guess wider market not exactly helped today but still disappointing that no one really caught the significance of the very good second half.
horndean eagle
12/3/2020
17:42
I suspect they probably will get bought, as the market consolidates.
shareguru1
12/3/2020
17:19
Only Trakm8 could release a message saying they are going to hit target and lose 7%. The market hates this stock so much, it just needs to be sold to someone else.
40toolong
12/3/2020
09:49
Hopefully, he'll purchase some shares.
knowbodyyouno
12/3/2020
09:24
More sales peeps and further BOD dilution is probably a good thing but another BOD mouth to feed (already £1m).
dc2
12/3/2020
07:34
knowbodyyouno - Don't post much these days. In general BBs, tipsters, tweeters are absolutely awful. Also I tend not to comment on my share dealings since the companies I pick are generally illiquid micro-caps with large price fluctuations. Suffice to say though that at a market cap. of £7m Trak has been in it's own private little bear market for some time. It's priced to go bust particularly when compared to other telematics companies e.g QTX etc. It's an encouraging TS. Revenues must be around 3 times the market cap now? ATB.
michaelmouse
12/3/2020
07:24
You still in MM? Heart was in my mouth when I saw this mornings RNS ..been quietly loading up at these levels. Thought it was a PW - some nonsense about the effect of COVID19. However, it's a little more short on details than one might expect. Wonder if this means we'll not get another update now until final results? Slightly odd you might say; but happy they're going to hit their numbers this year. Any thoughts on the new appointment?
knowbodyyouno
12/3/2020
07:20
hTTps://www.londonstockexchange.com/exchange/news/market-news/market-news-detail/TRAK/14457731.html "The Company is also pleased to confirm that the trading for the year ending 31st March 2020 remains in line with previous guidance of increased revenues and modest adjusted profit before tax" Currently valued at a measly £7m.
michaelmouse
10/3/2020
09:53
Yes The AA app should detect low battery and alert you about it before it becomes a problem. Then you can arrange to fix yourself or book an appointment for the AA to replace it. That's the whole point of it. To detect problems before you get stranded. And that's why it saves the AA money as well as the consumer's time. It is the definition of a Win Win.
trakm8fan
10/3/2020
07:45
The AA website makes it clear that the SB app identifies flat batteries; contrary to what our resident guru posted earlier.
knowbodyyouno
09/3/2020
13:22
I think the low battery thing is a simple message for people who dont understand cars. How many OAPs would be equally moved if the advert mentioned a coil pack or a DPF. A low battery can cause all sorts of gremlins in modern cars. The thing is with Smart Breakdown the point should be you get alerted about the low battery before you have to get the AA out or your car ends up stuck at the roadside. I guess that's boring telly.
trakm8fan
09/3/2020
10:48
Yes, but you’ll note the crew were unable to diagnose it. In some respects it seems as odd choice. Would be good to see some focus on the benefits of self-diagnosis.
knowbodyyouno
09/3/2020
10:28
A flat battery is central to the SB advert.
dc2
09/3/2020
09:29
Even if that statistic is true, your average punter for this isn't go to know that, or have that information to hand when they're ticking a box online, or they're accosted outside a supermarket or telephoned by a friendly/expert AA salesman. Most of the people I sell 'smart' versions of products to, often can provide no good reason to buy them other than it sounds good and seems to them to be some tech progression that they must be apart of. The AA will have conducted market research before the release and the product builds on car genie, so there must be some trajectory here, otherwise presumably the venture would have been discontinued. I don't see it being massive, but I don't see it being a flop either. Time will tell. Incidentally, the SB advert was on the radio today (LBC).
knowbodyyouno
09/3/2020
09:11
Personally, I don't think this will fly...
shareguru1
09/3/2020
08:29
There is a massive smart breakdown billboard on the IMAX at Waterloo
trakm8fan
08/3/2020
15:56
I also saw it on a Sky Music channel. Apparently the add campaign starts on Tues: "The ad will make its TV debut during the first episode of Bake Off next week (10 March), and will include out of home, cinema, video on demand and radio activity, as well as a cover wrap in the Metro. It was written by Alex Lucas and Jonathan John, art directed by Jon Farley and David Mackersey, and directed by Declan Lowney through Another Film Company. Media is handled by Goodstuff." hxxps://www.campaignlive.co.uk/article/aa-smart-breakdown-adam-eve-ddb/1675876
knowbodyyouno
08/3/2020
13:01
Saw the AA Smart Breakdown with the Red Dwarf cast last night on a Sky News ad. I'm impressed but only time will tell what it generates for us.
deltaham
06/3/2020
09:52
Here is a sales-like article hxxp://transportoperator.co.uk/2020/03/04/trakm8-connectedcare-helps-keep-fleets-moving/ Feel like I'm doing Blondeamon's research.....
dc2
Chat Pages: 264  263  262  261  260  259  258  257  256  255  254  253  Older
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