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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 7076 to 7098 of 7225 messages
Chat Pages: 289  288  287  286  285  284  283  282  281  280  279  278  Older
DateSubjectAuthorDiscuss
25/11/2020
14:17
At current price of 16p market cap is an expensive £8m. If fleet attrition and margins continue to deteriate then even half this price would be very expensive. :)
dave2608
25/11/2020
13:45
At current price of 16p market cap. is a miserly £8m. If the recovery is indeed underway then even double this price would be very cheap.
michaelmouse
25/11/2020
13:18
HE - Absolutely.
michaelmouse
25/11/2020
13:13
I would have more respect for you uber bears if you were to actually admit good news when it turns up. AA have new owners with deep pockets. Pretty certain TRAK will benefit from this. To what extent we don't know but we know that AA have flagged up previously that smart breakdown was going to be a big deal for them. Smart breakdown is also high margin service revenue that should tend to last longer than insurance contracts. Difficult to say how long customers keep smart breakdown for but no reason to believe it wouldn't be for multi years.
horndean eagle
25/11/2020
13:12
Buying activity - even small volumes move this very quickly as usual. Investors waking up to the significant uplift in second half revenues to March 2021 (indicated in the interims) and the all important AA news this morning.
michaelmouse
25/11/2020
12:56
Or boom we're off!!!
michaelmouse
25/11/2020
12:55
Boom we off!! Savvy investors getting it now!!!
michaelmouse
25/11/2020
12:52
interesting reading same old same old, The Watkins are amazing at spinning the truth with great smoke and mirrors. I do hope they get found out one day. Results exactly as expected. Reduction in losses and lower payroll, this is true as no outside sales team now. All customers renewed, this is true as most customer ie Autoglass, Saint Gobain all went out to tender and were given a huge decrease in price to resign the business over 3 years. No brainer for any fleet customer. Majority of sales are all website at £5.99 not contract no commitment PAYG SAAS model Traks attempt to break into digital market. Not forgetting Partners growth where Trak dont actually own the end customer. No wonder the results are ok, no sales staff, sell at £5.99 per month no contract, and renew all clients on at least 15% reduction in price. Short term gain but longer term pain. No change here for me at all.
6jacko
25/11/2020
12:30
Not content with his shameless ramping of Trakm8, he now proceeds to ramp others in his portfolio. Maybe "The mouse "shares" his ramps would be a better title for that blog"
dave2608
25/11/2020
12:26
Yes they are really cottoning on. So far 5 trades: £974.04 bought, £393.89 sold.
dave2608
25/11/2020
12:21
OT - Is IXI going to be the first bagger in double quick time?:- hTTps://michae1mouse.blogspot.com/2020/08/ Up another 5% today.
michaelmouse
25/11/2020
11:48
Nice tick up in the price. Investors slowly cottoning on to the significance of this morning's news. The AA's secured future, and additional funds it will receive to accelerate growth will greatly benefit Trakm8 with ramped up demand for their hardware and services.
michaelmouse
25/11/2020
11:25
dave2608 - stop it Dave. You are not supposed to read all the notes. You might find out what’s really going on. 😉
andre
25/11/2020
11:11
Something I noticed on the balance sheet y/e March 2020. Now me being quite obviously a dunce would start entertaining the ludicrous idea that Trak are feeling the pinch a touch and having a bit of an interest payments holiday. Silly me that can't be the case. They'd just generated £0.8 million in FCF. POST BALANCE SHEET EVENTS The Group recently entered into Amendment and Restatement Agreements with HSBC that extended the term of the facilities to 30 September 2021, deferred all scheduled capital repayments from June 2020, with these recommencing in April 2021 and amended the covenants. The Group also recently entered into an Amendment and Restatement Agreement with MEIF EM Debt LP that deferred the commencement date of capital repayments to 30 June 2021 and amended the covenants in line with the agreement with HSBC. All other terms of the facilities remained unchanged.
dave2608
25/11/2020
11:05
How does he think Trak won such ‘high margin’ business in such a crowded market? Because it isn’t ‘high margin’ maybe? The AA advertises the connected product as if it can identify what the problem is in every breakdown situation and allow for speedy fixes roadside. Unfortunately as manufacturers all put out different data from OBDII ports and only a small amount of engine management info. on any vehicle, the truth is somewhat different. Trak’s unit can only read what a vehicle offers via this method. There is no one size fits all. Hence smoke and mirrors. 1) The AA sell it as a differentiator 2) They outsource a lot of recovery work anyway. 3) They cannot diagnose all issues as their advertising suggests. 4) They will want to pay a minimum to Trak especially with new owners looking to reduce costs. This will further depress tiny margins. Kind of like insurance companies really. All IMHO.
andre
25/11/2020
10:35
Oh dear is this taking on the shape of another rampfest? We were treated to an extravaganza on results day.
dave2608
25/11/2020
10:29
Further re:AA news. With the funds that the consortium will now be pumping into the AA and the AA's commitment to their digital strategy, one obvious avenue going forward will be to more heavily align Smart Breakdown with discounted insurance for all customers (not just young drivers). Fleet is another massive area for them - AA have an array of blue-chip clients. A glance at the AA's last report will tell you just how important Trakm8's products and services are for their differentiated approach. Uncertainty is slowly unwinding - AA future secured, significantly higher revenues for Trakm8 in the second half and vaccines for COVID-19 (life slowly returning to normal). Potentially strong finish to this year, and big growth in March 2021 - March 2022. Recovery taking shape.
michaelmouse
25/11/2020
10:16
Yaaawwwwwwnnnnn. You've posted that ramp before, little boy in short trousers.
dave2608
25/11/2020
10:07
hTTps://www.trakm8.com/news/trakm8-wins-big-at-uk-fleet-champions-awards-2020/ “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
25/11/2020
09:27
It is a strategy that's difficult to fathom. Desperation maybe? However the little boy with a catapult has the answer. "What Trakm8 need to do is simple. Ramp up that installed base e.g. 300,000 devices at £3.33 per unit per month is £12m in recurring revenues, 350,000 devices is £14m in recurring revenues, 500,000 devices is £20m in rr etc. The big margins are on this installed base so if this ramps up in the next 2/3 years then Trakm8 will really prosper, if not I suspect they'll be bought out because their existing recurring revenue base is with blue-chip clients and that's very attractive." The big margins on this installed base? Everything in his mind is high margin. I'd be very surprised if insurance was producing £3.33 a month of recurring revenue per unit. Probably much less.
dave2608
25/11/2020
08:54
dave2608 - Yes. Funny that the AA are wanting to increase customer loyalty by using telematics. The insurance industry (same thing really) have been doing this and depressing pricing on telematics for years. So much so that Quartix (who really are so superior to Trak in every way) have pulled out of the insurance market as it is too low rent and busy fool business. Speak’s volumes for Trak directors strategic thinking doesn’t it. Still, they can keep selectively quoting numbers and claiming growth this way... whilst continuing to lose money and cost PI’s. But don’t worry, there will be directors bonuses and pay rises aplenty. All IMHO.
andre
25/11/2020
08:24
Be careful Andre, the little boy in short pants will start calling you names. It's his modus operandi.
dave2608
25/11/2020
08:01
Seems like bulls here are thinking that the AA will save Trak. The AA is another terribly run organisation burdened with debt. Trak’s interest is in selling a lot more low profit units to them. Seems like it’s the blind leading the blind.
andre
Chat Pages: 289  288  287  286  285  284  283  282  281  280  279  278  Older
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