Buy
Sell
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 6351 to 6374 of 6600 messages
Chat Pages: 264  263  262  261  260  259  258  257  256  255  254  253  Older
DateSubjectAuthorDiscuss
21/3/2020
22:05
Bit harsh IMO, I think we all know what Blondeamon was trying to convey.
dc2
21/3/2020
16:56
After watching the scum of the earth queueing outside supermarkets and then emptying the shelves I didn't think that I'd see people sink much lower. However, up pops blondeamon to prove me wrong. "You'll see in 20 days from now deaths in the thousands every day." With that comment do you think you're being clever or funny or perhaps both? You are one sick individual.
michaelmouse
20/3/2020
10:04
If Ingenie, bymiles and Endsleigh are fair old fish then Lexis nexus, AA, EE, and intelematics are whales.
trakm8fan
20/3/2020
07:56
I'm impressed that trakm8 has committed to and published a business continuity plan. All publicly listed companies are legally obliged to continually monitor and identify risks and to have a continuity plan. Many companies don't highlight their continuity plans via an RNS because they are often rather weak or incomplete."Safety Inventory" is the correct wording and there is a formula.https://virtocommerce.com/glossary/how-to-calculate-safety-stock
nod
20/3/2020
07:05
I think the word ‘safety’ is a typo and should read ‘satisfactory’. Only way I can make sense of it.
knowbodyyouno
19/3/2020
21:25
Lexis nexus, AA, EE, and intelematics are pretty big clients in my book. Ingenie, bymiles and Endsleigh are fair old fish as well. But hey ho, we’ll see. I’d be interested to see this list of tenders they’ve recently lost out on?
knowbodyyouno
19/3/2020
18:46
They have already won that big client it's just not started shipping yet.
trakm8fan
19/3/2020
18:15
Yeah doesn't make a lot of sense. The PM's presser today was more upbeat. 12 weeks disruption; if you believe him, of course.
knowbodyyouno
19/3/2020
18:01
Their COVID update reads well.... www.trakm8.com/news/covid-19-customer-statement-from-trakm8 "Thanks to the robustness of our UK-based manufacturing capabilities, we hold safety inventory as finished goods and as components within the operations and in our supply chain. " update: whatever that means
dc2
19/3/2020
17:25
Guys, they have £5m of debt and cannot win a big client to save their lives..... this is over but GLA!
40toolong
19/3/2020
17:08
They said they will make a small profit this year and their latest RNS confirmed this. That's not burning cash. It is the opposite. That increased revenue turn around only came in from the last few months of the year. If it continues to come in at the same rate - so does not increase or decrease - they will have 12 months of stronger revenue so should make even more profit next year. I'm disappointed to see Blondie turn from fierce advocate to indecision, back to advocate again and now trying to rubbish Trakm8 by scare mongering.
trakm8fan
19/3/2020
17:01
knowbodyyouno - Yes my guess is that since Trak is a viable business i.e. profitable for the full year with strong recurring revenues and potentially strong growth then they could (if necessary) access up to £5m in loans with zero interest for 6 months. Always difficult to be optimistic when every day is the 'end of the world' but markets will recover and the companies that survive will bounce back strongly.
michaelmouse
19/3/2020
16:49
I agree MM - particularly with your comments on the market that Trak is in. Also, Trak will benefit from the gov response to the crisis (tax/rates exemptions and 0% interest loans). There's certainly not much downside here; but plenty of up, if the last update is accepted.
knowbodyyouno
19/3/2020
15:53
It's already priced to go bust blondeamon at market cap. £5m, but I'm not sure about your assertion that they must be burning cash like there's no tomorrow? I appreciate that cashflow has been a concern in the past, but Trakm8 are heavily weighted to Insurance and Automotive, and everybody will have to renew their insurance annually Covid-19 or not. Similarly with breakdown. I'd imagine recurring revenues have improved quite substantially in the last six months or so given the March 12 trading update. As for the AA, even if the company were to only survive by a debt for equity swap (let's say) that would be painful for AA shareholders but given the push with SMART BREAKDOWN I'd imagine they'll continue to use Trakm8. Many companies are priced to go bust in this climate. A very few will, but the ones that survive will bounce back with a vengeance. Let's see what the next few weeks hold.
michaelmouse
19/3/2020
15:38
Have an average price of 100p - not going to worry about getting out for 8p over 0p. They have £10m recurring revenue - they could do a lot before they shut up shop. Road transport is more important than ever so I don't see companies like Iceland pulling the plug on their contract. Calor are also an essential service. The AA etc may be a problem (especially given recent reviews ;o) )
dc2
19/3/2020
14:26
Get out before it goes bust, they must be burning cash like there's no tomorrow in this climate where all orders have dried up. Default before summer is here is my guess.
blondeamon
19/3/2020
14:15
Good luck in the future. Personally, I think QTX's approach to contract wins is better - small sizes require less effort and they bubble over - imagine losing a large contract. Where did you get the tender list from? I would be interested to see who is winning these contracts.
dc2
19/3/2020
14:09
Fair enough; sounds reasonable. All the best with your future investments. Stay safe re the virus, as well. Cheers
knowbodyyouno
19/3/2020
14:02
Had enough of this. All the big tender results are coming out. None are trak. Not going to watch this eek itself out with small orders and a crumbling AA. Happy to leave this one. BOD is not clear with the market. Not sure it will make it though the storm. GLA. Lesson learnt. Ignore the tech, look at the take up. If people ain’t buying. The company won’t survive, no matter how “next generation” it is.
40toolong
19/3/2020
13:36
single digit sell - Blondeamon was right. Hope all are keeping safe. Markets are savage at the moment - just what we need.
dc2
13/3/2020
18:08
Thanks for the response shareguru1. I get all of that but if it was all bad why did SamSara enter the market recently. I think £5 per month for OBD is something to work from - data prices are now very cheap and they could use land and expand tactics once they are in - I like their platform. As for tenders, depends on the company (worse if it is a council) and what they want. Sounds like basic telematics and in that respect you are correct in saying that it is two a penny. Knowbody, lol - I checked the SB Red Dwarf ad and had no idea what you meant - wrong ad. As for the so called feedback - it looks like a disgruntled shareholder/employee BECAUSE they are not reviewing the product but slagging off the company that makes the dongle - I credit people who watch these things with some level of intelligence (curiously, I am asking myself why I need to spell that out if it is so obvious). If it is blondeamon's review then it is a real shame.
dc2
13/3/2020
15:48
That's what I was referring to as 'interesting reading' on the other BB. In other news, there's a pretty good vlog review from a female driver that AA gave SB to test for them. I felt it kind of summed up the sorts of aspects women, in particular, would like about the app.
knowbodyyouno
13/3/2020
15:24
Their financials / stability will be an issue for the big tenders as thats part of the process.
shareguru1
13/3/2020
14:57
Blondeamon, I know you lost on this but it is a bit harsh of you to start slagging off Trakm8's Smart Breakdown "This product is unreliable, they are manufactured by Trakm8 which has recently recalled many of their products due to defects. It's basically the old Genie, with the same bugs." https://www.youtube.com/watch?v=bJsdEQh4jNs&feature=youtu.be Do you have any evidence that it is basically just the old genie with the same bugs? As for their recall of the RH600, they put their hands up to it and fixed the problem. I am sure they would have do the same for SB. Update: I apologise if someone posted under a fake account.
dc2
Chat Pages: 264  263  262  261  260  259  258  257  256  255  254  253  Older
ADVFN Advertorial
Your Recent History
LSE
TRAK
Trakm8
Register now to watch these stocks streaming on the ADVFN Monitor.

Monitor lets you view up to 110 of your favourite stocks at once and is completely free to use.

By accessing the services available at ADVFN you are agreeing to be bound by ADVFN's Terms & Conditions

P: V: D:20200605 04:22:38