Trade Now

Capital at risk Advertisement
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
  1.00 6.45% 16.50 15.00 18.00 16.50 15.50 16.00 23,534 16:28:34
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Technology Hardware & Equipment 18.1 -0.1 0.4 44.6 8

Trakm8 Share Discussion Threads

Showing 7101 to 7122 of 7275 messages
Chat Pages: 291  290  289  288  287  286  285  284  283  282  281  280  Older
DateSubjectAuthorDiscuss
27/11/2020
10:33
dave you're totally clueless, as are jacko and andre (if indeed they aren't the same person?). You don't even understand how a SAS model works (even after I'd generously explained it to you at least twice before). It's fundamental to forming an opinion on Trakm8's future prospects. Now I'm not here to provide you with an education. I'll be back when more material news arrives, but I can't be bothered to waste time with you homebound fantasists anymore. Thank goodness the gyms are re-opening.
michaelmouse
27/11/2020
09:18
Look at the verbose language they use "vigorous actions taken over the past 24 months to introduce hardware with lower costs" I wonder if Watkins Junior is constantly displaying vigorous actions.
dave2608
27/11/2020
09:06
But it's OK to bring up margins in a bull argument. Priceless. There's no denying that gross margins have improved but let's scratch under the surface a bit shall we? The only reason gross margins improved was because COGS went down faster in percentage terms than revenue. Revenue was down 17.5%; COGS was down 23%. If indeed COGS was down in it's entirety due to lower hardware and direct labour costs that would be a massive bull argument. But IMO it's a partial truth. How much partial, we don't know as we have no figures to go on. I suspect the vast majority of COGS reduction is because of furlough. So once again we have spin.
dave2608
27/11/2020
07:55
dave only you could bring up the question of margins in a bear argument. LOL. At the interim stage gross margins had improved 9 percentage points to 62%, and they said this:- "Gross profit margin has increased to 62% (H1 2019: 53%). This is due in part to the higher recurring revenues as a percentage of sales but also due to the vigorous actions taken over the past 24 months to introduce hardware with lower costs, reduce the direct labour costs and to reduce the cost of communications and installations. This trend is expected to continue as further cost improvements are delivered." At 62% gross margins are excellent, and a real bull point.
michaelmouse
26/11/2020
21:40
I'll add to my last post. I believe it's easy to be lured in by newsflow of new supplies of devices to new and existing customers. You see the newsflow of the additional new devices supplied. Things are taking off you believe and optimism infuses. But what you don't recieve newsflow about are the supplies of devices which have been knocked on the head.
dave2608
26/11/2020
21:26
trakm8Fan No I did't read it in the financials as it's not there to read. I can't prove it. I can only use reasoning. Prices have been dropping because in a low barriers to entry market suppliers will enter the market in increasing numbers, eventually to saturation point. This leads to downward pressure on prices until a bottom is reached. I think most people would agree on that. Another factor for the lower margin scenario with Trak is the fleet to insurance connection mix. Fleet has fallen by 7,000 while Insurance has risen by 10,000. I think we can agree that fleet is much more profitable than insurance, so this will have a a downward effect on combined margins for Trakm8. As I see it there is another variable to factor in. A 10,000 increase in insurance connections doesn't necessarily mean 10,000 new connections. It could very well be 20,000 new connections with 10,000 former connections doing their business elsewhere if you get my drift. Now suppose service charges for these new connections are lower than the ones they replaced. If this is the case then that would be a another downward step for margins.
dave2608
26/11/2020
20:41
Dave - I'm just going over your post which analyses the financials. At the end you wrote - However that would make it over £2,300,000 down on the previous year. Factor in lower margins too - Can I ask about the lower margins. Did you read that in the financials or is it just a gut feeling thing?
trakm8fan
26/11/2020
18:35
Actually jacko give Peter a ring just to let him know he doesn't actually exist. TIA. Perhaps you can have a chat about the good old days? #looneytunes #fantasist #multi-handledweirdo
michaelmouse
26/11/2020
17:04
MM you really have lost the plot, I never said such a thing, I said I worked there and if you knew anything about Trak you would know they don’t have a sales director you total idiot!
6jacko
26/11/2020
15:32
MM - Not really. dave2608 did an excellent job of pointing out how the statement doesn't stand up to scrutiny in his post 5538. Nothing is ever what it seems with Trak. There will be no news for weeks now and then probably a placing or fundraise to cover debt payments and working capital IMHO. Expect your 28% to be eroded. 2 sells and no buys so far today. Boom! LMAO. Show me where a recovery is 'gaining traction' or look at the chart and predict the direction for the next 6 months based on same old stories. Pops up on accounts with bullish statement, drifts for 6 months. Rinse and repeat. Opps, forgot the director bonuses and pay rises for underperformance. All IMHO.
andre
26/11/2020
14:02
The 28% share price yesterday was great Andre. It's nothing compared with what might happen over the next few weeks/months though. The previous share price drift was lack of buyers regarding the uncertainty with the AA and Trakm8's second half trading. That uncertainty has pretty much been lifted this week leaving a positive outlook. Hence yesterday's stellar rise. The recovery is gaining traction. Nobody will want to be on the sidelines when momentum is fully restored.
michaelmouse
26/11/2020
12:53
How's that 'boom' coming along MM? See nobody is buying today. I guess boredom is setting in again.
andre
26/11/2020
11:55
You should know jacko6 since you were claiming to be a Sales Director at the company? #looneytunes #nutter #multi-aliases #fantasist
michaelmouse
26/11/2020
11:43
Micheal Mouse love your positivity and spin . Which one of the Watkins are you? 🤔
6jacko
26/11/2020
10:53
hTTps://www.linkedin.com/posts/trakm8_route-optimisation-planning-fmcg-activity-6737650770675539969-cyP4 Highly polished video clip which highlights their high margin Route Optimisation solutions. Iceland is featured in this video, and as we know Sainsburys has very recently signed up.
michaelmouse
26/11/2020
07:27
Given Monday's interims and the positive tone in the report coupled with the excellent news regarding the AA yesterday, I think anything below 50p is very good value for Trakm8 shares (50p is a market cap. of just £25m). I expect upward momentum to continue for some time yet!
michaelmouse
25/11/2020
17:39
How much road is left? hTTps://image.cagle.com/89317/750/89317.png
dave2608
25/11/2020
17:31
dave2608 - it’s easy to cherry pick their numbers. Just compare everything to March which was train wreck month. There are three kinds of lies: lies, damned lies, and statistics. Then there is TrakM8 spin. All IMHO.
andre
25/11/2020
17:09
"Revenues picked up during the first half with revenues in the second quarter 23% higher than in the first quarter" But revenue was 17% down for the period. "The Insurance business benefitted from increasing device shipments to both existing and recently won customers resulting in both September and October 2020 shipments being 50% higher than March 2020." But insurance revenue was 15.5% down for the period. "Fleet sales team performance has returned to pre Covid-19 levels, with the total value of orders in the first half 16% up on the first half of the prior year. Orders in October 2020 were 12% up on October 2019." But fleet revenue was down 18.7% for the period. "However the Group expects revenue in the second half to be significantly higher than the first half given current orders, even with a reasonable downside scenario taken into account for the ongoing impact of Covid-19." Revenue for the second half will no doubt be higher than for the first half. Say for argument's sake it's £10,000,000. That's significantly higher and would make revenue £17,321,000 for the full year. However that would make it over £2,300,000 down on the previous year. Factor in lower margins too and it doesn't look like recovery to me. The patient would appear to be getting sicker.
dave2608
25/11/2020
16:59
MM - your disingenuous posts keep rolling along regardless. I could pick it all apart but no point really. It’s all the usual spin with results. Back to earth soon enough. You’ll see.
andre
25/11/2020
16:55
Anyway enough from me for today otherwise I'll keep Andre away from looking after his numerous multi-million pound businesses and dave will miss his night class in basic numeracy. (#fantasist #getaneducation)
michaelmouse
25/11/2020
16:50
Any hint from Trakm8 of a breakeven or profitable year (see post 5534) added to today's AA news, and this will multi-bag again in double quick time.
michaelmouse
Chat Pages: 291  290  289  288  287  286  285  284  283  282  281  280  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.

Log in to ADVFN
Register Now

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

P: V: D:20220813 16:24:44