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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% 16.50 15.00 18.00 16.50 16.50 16.50 48 08:00:00
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Technology Hardware & Equipment 19.6 -1.7 -2.2 - 8

Trakm8 Share Discussion Threads

Showing 6926 to 6944 of 7225 messages
Chat Pages: 289  288  287  286  285  284  283  282  281  280  279  278  Older
DateSubjectAuthorDiscuss
14/11/2020
11:28
Andre - The reason I replied to Dave's post is that he posted some real figures. I've responded accordingly. You just make your figures up.
michaelmouse
14/11/2020
09:30
MM - what is the value in £3 insurance units then? They still need SIM cards, have server costs etc? Most won’t continue past 1 year. So the total income would be £36. And the cost of manufacturing the units? Supporting them, posting them out.... Busy fools or loss makers?
andre
14/11/2020
09:27
If you look at the last 4.5 years (2016-present) then total connections have increased 64%, fleet 19% and Ins/Auto 93%. Not long until the interims now.
michaelmouse
14/11/2020
09:18
dave post 5360 - probably best to look at year end figures and the split between fleet and insurance:- 2015/2016 - Total 151,000 Fleet 59,000 Insurance/Auto 92,000 2016/2017 - 190,000 66,000 124,000 2017/2018 - 251,000 73,000 178,000 2018/2019 - 243,000 76,000 167,000 2019/2020 - 245,000 77,000 168,000 Currently (TS) 248,000 70,000 178,000 So the dip year (in connections) was 2018/2019, due to a drop in Insurance/Automotive. Total connections are climbing again. Fleet connections have climbed every year albeit at a slower rate than investors would have hoped for. This year (so far from the trading statement) fleet have dropped by 7,000 (Covid related) whilst Ins/Auto have climbed by 10,000. IMO all of this is already included in the share price at the current 14.5p (£7m market cap.) but the pick up in connections (even this year so far) gives me hope that this is a recovery stock or at the very least a buyout target. If they can weather the current environment (and so far so good with reduced losses and managing costs) then they have every chance of very significant growth going forward. However, each to their own as they say.
michaelmouse
12/11/2020
21:06
Just looked it up from Trak's results. I believe these to be the figures. Correct me if I'm wrong. Connections: end of H2 2016/17 - 190,000 end of H1 2017/18 - 217,000 end of H2 2017/18 - 251,000 end of H1 2018/19 - 251,000 end of H2 2018/19 - 243,000 end of H1 2019/20 - 240,000 end of H2 2019/20 - 245,000 Don't forget there will be a switch in the mix between fleet and insurance.
dave2608
12/11/2020
18:32
Connections: end of H2 2016/17 - 190,000 end of H1 2017/18 - 217,000 end of H2 2017/18 - 251,000 end of H1 2018/19 - 251,000 What are they now? 254,000 is it? At this rate Watkin's magic million seems to be a fair way off. The connections have remained roughly the same in number but the revenue has decreased by a third. That's telling you something.
dave2608
12/11/2020
18:14
I see the merry go round is gaining traction. I've missed tha chat today because I've been busy so sorry about that Trakm8 fans. I'm here now to add my well structured comments and thoughts about today's activity. I think the bears have made some interesting points today. Unfortunately it is difficult to believe these so called facts if they are unsubstantiated. So for now I am still on the bull side. Deals with companies like Sainsburys and Iceland sound good on face value. And the extra deals with insurance companies which were mentioned too. Its only a couple of weeks now till we see their forward looking statement. We do know the revenue was 20 million so if we assume that's simply divided by 250000 connections then thats an average of £80 per connection per year or £6.67 per month. So yes £4 is less than this. Even the strongest bulls would say what we need here is not an extra £1 per month on existing connections but simply an increaes in the number of connections. I'd like to see the numbers increasing at a decent rate but thats just me talking without any facts or figures whatsoever.
trakm8fan
12/11/2020
17:58
"Trakm8’s transformative partnerships shortlisted for industry awards" The choice of adjective.....transformative. What exactly is so transformative to evoke such a sensationalist headline? I suspect not very much. More hot air.
dave2608
12/11/2020
17:39
So you just skirt over the fact that Iceland has many suppliers of which it blends the data as 6jacko puts it. Yesterday you quoted Iceland as Trakm8's poster child. Have we now a new poster child in the shape of Truline? Anymore poster children you'd like to inform us about?
dave2608
12/11/2020
16:27
Fascinating though all this is, I must get back to ramping. Here's the next ramp:- hTTps://www.trakm8.com/news/trakm8s-transformative-partnerships-shortlisted-for-industry-awards/ "In partnership with Trakm8, Altrad reduced their spending on fines and repairs by 40% and reduced incident numbers from an annualised rate of 32% to 12.5%. Using Trakm8’s 0-100% traffic light system, driver behaviour improved from 62% to 93%." "For Logistics UK’s Logistics Partnership category, Trakm8’s partnership with Truline, which streamlined their business and overcame persistent challenges, is in the running." "Trakm8 evaluated Truline’s systems and replaced them with a bespoke version of its Trakm8 Optimisation offering, which radically improved driver efficiency, allowing Truline to increase capacity while decreasing cost per parcel."
michaelmouse
12/11/2020
16:09
Oh dear "high margin" Michael, it looks like this morning's ramp has rebounded on you. Telematics will no doubt be fabulous for Iceland. How good has supplying Iceland with telematics been for Trakm8? We now learn that there are five other telematics firms making six in total bending over backwards for Iceland's custom. You've got to be competive with so many suppliers about Micky boy and that means downward pressure on prices. Oh and further discounts for promoting them too! Kind of explains the name checking don't you think?
dave2608
12/11/2020
13:11
Who says buying low selling high is always the aim? I'm happy to buy high for quality earnings and future growth prospects. Scottish Mortgage looked expensive at £3 when I first bought it, expensive with every other purchase, and looked expensive at £9 in July when I bought more, it looks even more expensive now. I don't regret a single purchase and I don't plan on selling. AMZN has never looked cheap on any metric but investors (like me) have only regretted not buying it. A strategy of trying to catch falling knives in the AIM is a recipe for capital wipeout, you must know that. There's no shame in cutting losses, if Blonde got out at 25p well then he's already 40% smarter than people who stayed in and have since watched it fall to 15p. Rationalising that there's no point selling because you've already lost 90% is terrible logic. A stock that's fallen 90% is one that's fallen 80% and then halved again. I'm sorry for anyone who believe Watkins' BS. Remember when he nudged and winked that he was forecasting 1m subscribers within a couple of years at the investor event?
squeamish1
12/11/2020
12:55
I know Matt Hammond well, he has 5 other telematics suppliers and he blends the data from all across the fleet, Trak have a very small proportion. He pays less than £4 a month for device and data. Another high margin high profile deal Trakm8 fan! He gets further discounts for promoting them. Again grey smoke and mirrors!
6jacko
12/11/2020
11:43
Yes dave it's another of my ramps, finding a new article on Trakm8 and posting on a public bulletin board alongside all the other factual information I post. Ultimately though all companies collapse, survive or thrive on their own merits. Whatever I think or you think makes sod all difference. It's obvious to everyone that you and Blondeamon lost your shirts by paying top dollar for shares in Trakm8 when they were doing well. The aim is always to buy low and sell high if that helps. I genuinely feel sorry for you since you don't believe in the company anymore. My advice would be to move on though and (assuming you weren't totally wiped out?) try and recoup some of your very substantial losses elsewhere if you're no longer a fan.
michaelmouse
12/11/2020
09:00
michaelmouse - another day, another ramp! The lad is absolutelty slogging his gonads off trying to move the share price upwards.
dave2608
12/11/2020
07:10
hTTps://www.trakm8.com/articles/getting-to-grips-with-the-direct-vision-standard/ “We are absolutely astounded by the results we have achieved. Trakm8 has proved to be an invaluable part of our operations and has saved us a lot of money. Telematics can make such a difference if you commit the resources to properly utilise it. What it can give us as a business is phenomenal. It impacts every part of the business”. Matthew Hammond, Head of Fleet, Plant and Equipment at Altrad Services"
michaelmouse
11/11/2020
13:14
trakm8Fan - It was the other way around. Iceland were an early client for the optimisation software and have since taken Trakm8's all bells and whistles telematics solutions. The most recent contract takes them to 2024. Hopefully a similar scenario will develop with Sainsburys now that they've taken the high value and high margin optimisation package.
michaelmouse
11/11/2020
12:06
Are you suggesting they are innate Michael?
dave2608
11/11/2020
12:03
Trakm8fans - I didn't realise Iceland had upgraded to optimisation. That's great news if it is new. When did this deal happen?
trakm8fan
Chat Pages: 289  288  287  286  285  284  283  282  281  280  279  278  Older
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