Trakm8 Share Discussion Threads

[knowbodyyouno] 27/1/2016 19:43

Anybody who is long here has nothing to worry about. I've been in this share since Jan 2014 (44p) just after the DL contract was announced. I've seen the ups-and-downs, smilies-and-frowns and always it comes bounding back. For example, I remember a retrace from 57p back to 34p, from 96p back to 61p, from 300p back to 204p and each time my heart was in my mouth a little. However, what remained consistent was the BODs calm measured, conservative approach to growing the company and here we are today at 224p. That's phenomenal growth for any share, over a 2 year period;an AIM share? Almost unheard of. One of the reasons for the big swings has been the extremely thin trading volumes. Take today, for instance, LSE is registering 500,000 shares as having changed hands (although I conceded that some larger buys and sells may have yet to be registered) ..out of 32m - hardly a run for the hills from share holders.

Will we get back to the highs of 400p+? Absolutely, it's just a waiting game and for long-term holders like myself - that's no big deal.

GLA

[davr0s] 27/1/2016 19:40

It'll blow over and the nutters will be rounded up and herded off to the next target - what an entry price today !!!

[stockymal] 27/1/2016 16:07

Market Sniper3 grow up and stop posting infantile comments.

[market sniper3] 27/1/2016 15:54

LOL, MickeyMouse provides charts to try and impress others, if he knew anything worth knowing about TA he'd be firstly qualified, and secondly make money.

Hes neither.

[luckymouse] 27/1/2016 15:25

Tomoneyfox - yes - this is a travelling medicine show :)

[market sniper3] 27/1/2016 15:04

Especially if Yellen speaking at 7 tonight is bearish on World growth.

Be careful.

[luckymouse] 27/1/2016 15:02

r1singson - I know - just cant stand liars & cheats & manipulators

I understand all the dynamics intimately - its a moral question

If your the real deal you can make loads without hurting people

So they made a conscious choice: be in the top 5-10% of pros (the hard way)
- or hurt people...

Plus every set of scam actors needs to find a cooperative theatre owner

Every decade brings a new boiler room sting exploiting a regulatory weakness & public unawareness - this is just this decades - most people consider boiler room scams vicious borderline legal stealing

[betelgeuse1] 27/1/2016 14:56

sold a few TRAK sadly lower down and splodged into TUNG
TUNG is trending up ahead of the Cap Market Day
9th February is Analysts Day

[rubberbullets] 27/1/2016 14:52

hold tight, endure pain

Tom Winny may write again tonight and could open down tomorrow

[luckymouse] 27/1/2016 14:52

Dope007 - nice meaningless, pointless, generalisation - thanks for that tripe

[r1singson] 27/1/2016 14:51

luckymouse - its pointless getting into these arguments with those type of people.

your questions regarding tipoffs and profits certainly warrant answers however but most unlikely to find them in this forum. i would encourage you to submit to fca as in michaelmouses post earlier.

not sure why new thread was needed when filter works fine. just add the handles shauney refers to.

in the meantime, no real comments from me for now, seems to be a waste of time at the moment. i think longs will be rewarded but we just got to be patient i guess.

[melody9999] 27/1/2016 14:36

Gucci - so instead I listened to the TRAK management interview fully. Nothing to make me close my long position but rather to seek an addiitonal and final purchase in line with my investment strategy - shame I missed teh 200p this morning.

The things that struck me were:

1 that the initial investment in hardware - (which provides low margins) is then followed by the higher margin software licensing and support. Over time TRAK will become a cash cow.

2 that their revenue recognition reporting is conservative.

3 that the MD answered the questions in a very professional, almost boring way ....which in my view reflects how they run the company. No histrionics.

I am often told that the best investments are in boring companies. Whilst I am not suggesting that the TRAK management team are boring(!), I am suggesting that the controlled and measured way in which I believe this company is run makes this a good long term investment.

It is a shame that TRAK have been singled out by the stock market for this treatment.....I note from the interview and the closing comments that the management team now just want to re-focus on running their business and creating shareholder value and I hope the market allows them to do this.

hxxp://qualitysmallcaps.co.uk/wp-content/uploads/2016/01/2016-01-25-TRAK-Pt-1.mp3
hxxp://qualitysmallcaps.co.uk/wp-content/uploads/2016/01/2016-01-25-TRAK-Pt-2.mp3 -

[rubberbullets] 27/1/2016 14:32

good chart, yes 150p in the next few days i think

[arlington chetwynd talbot] 27/1/2016 14:20

Good afternoon,

This is the kind of stock that really shouldn't be generating so much noise;

EPIC Name Activity
TERN Tern 6%
PANR Pantheon Res 4%
GKP Gulf Keystone 4%
XTR Xtract Resources 3%
TRAK Trakm8 Hldgs 3%

It's currently right up there with the real rubbish, new thread as well? What's going on here?
Had a quick look, chart is dreadful but profit growth is very good as is cash generation. Has net cash and a small debt facility. It doesn't look particularly expensive nor a raging bargain.
From a chart POV it does has a 150/160 feel;



Maybe this is a case where the fundamentals are giving way to the technical's? It does happen, believe it or not.
Conclusion? Looks to offer decent growth potential but is priced accordingly so I wouldn't be at all surprised to see this sub-160 on a bad day where it will offer both trading and investment value. Wait and do please try to generate less

[dope007] 27/1/2016 14:05

Yes and in the tech space most go bust or consistantly dilute shareholders

[gucci] 27/1/2016 13:46

yawn
its so boring listening to sh*t

[luckymouse] 27/1/2016 13:14

And neither is it expensive Dope - purely psychological games

[cheshiremoggie] 27/1/2016 12:43

Share prices generally represent future prospects as well as current business conditions. If a company is growing strongly and has decent management, pe in the tech space can be 20-30-40 or more. If this were not the case startups making large losses would all have an share price of 0p.Of course how you value this company depends critically on how you see it's future prospects.I see the 5year outlook as very positive.See you in 2021.CM

[rubberbullets] 27/1/2016 12:36

heading back down now, this time under 200p?

[luckymouse] 27/1/2016 12:35

fair 6m fwd value is 230 to 400 range

[luckymouse] 27/1/2016 12:33

1 x 1 = 1p - lets make up some random numbers sock puppet shall we