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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% 14.50 14.00 15.00 14.50 14.50 14.50 81,819 07:49:04
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Technology Hardware & Equipment 18.1 -0.1 0.4 39.2 7

Trakm8 Share Discussion Threads

Showing 176 to 199 of 7275 messages
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DateSubjectAuthorDiscuss
05/5/2014
17:20
A Direct Line to success? hTTp://michae1mouse.blogspot.co.uk/2014/05/trakm8-telematics-direct-line-to-success.html PJ1 - I doubt that the BB will ever get too noisy - very often the best shares to have and to hold. Michael.
michaelmouse
04/5/2014
22:08
hTTp://michae1mouse.blogspot.co.uk/2014/05/ignore-market-conditions-and-take-long.html Michael.
michaelmouse
02/5/2014
12:09
FWIW The Market has missed it generally imo. Also, apologies for waking the BB up :-o
pj 1
02/5/2014
12:01
Well ive bought in on this contract news. Good luck to all holders.
whilstev
02/5/2014
11:35
Amazing news this deserves a further re rate
hydrus
02/5/2014
11:34
Confirmation Jan deal is Direct Line "This is a key milestone for Trakm8, as Direct Line Group launches a step-change in telematics for UK consumers''
pj 1
24/4/2014
11:21
hTTp://trakm8.com/the-news/343-trakm8-to-showcase-new-swift-6-at-the-cv-show-2014 Trakm8 to showcase new SWIFT 6 at the CV Show 2014 Trakm8 will be demonstrating the newest version of their Fleet Management software, SWIFT 6 at The CV Show, 29th April-1st May Visitors to this year's Commercial Vehicle Show will be able to view the latest addition to Trakm8's innovative telematics Fleet Management solutions, Swift 6. Following an extensive development programme, Trakm8's web portal has been enhanced to include new and improved functionality such as Google Maps with Street View, and Route Reply with Snail Trail features. This enables the Fleet Operator to get an accurate insight of vehicle locations and road conditions when viewing historic journeys, giving a realistic representation of driver journeys. Live traffic information, including real time incident status updates are also displayed on the map, resulting in a reduction of lost-time due to traffic, improving the overall productivity of the fleet. All Trakm8's Fleet Management Solutions (situated at stand 4E28) have been developed with the fleet operator in mind and as well as introducing SWIFT 6, the team will be showcasing their full range of solutions such as the ecoN fuel saving solution and Trakm8 Tacho, the automatic remote tachograph download and analytics programme. John Watkins, Chairman of Trakm8 commented: "I am delighted that we are able to showcase our new fleet management portal at the CV Show. Trakm8 are a leading technology business, and have invested heavily in developing our next generation products, which is reflected in our Fleet Management solutions, all of which are designed and developed in-house with our own engineering team." Michael.
michaelmouse
18/4/2014
09:23
Hi Leo, bought it straight after the float, but sold a few months ago expecting the market correction may hammer it down, but it's has actually gone up. Shows the potential for qpp. Good luck.
modform
18/4/2014
01:10
Not a holder just watching I am in QPP. It is not dilution if it enhances EPS which is the engine of any stock and drives the share price up. Also I like investing in stocks where the directors have ownership as this is incentive to increase the value. Thus the value benefits the shareholder as well as the directors. Yes I agree that it was a bizarre post. Leo
leopold555
13/4/2014
19:42
hTTp://michae1mouse.blogspot.co.uk/2014/04/trading-statement-trakm8.html Michael.
michaelmouse
10/4/2014
08:23
What a superb update, cracking little company
hydrus
01/4/2014
10:06
Thanks Hydrus. Of course we will get a clearer picture of the new enlarged company at the next results. See you in July. CM.
cheshiremoggie
01/4/2014
08:52
Very good response Cheshire to a bizarre post, thanks
hydrus
31/3/2014
20:57
Interesting Smithie8. Some points though. Some would say that managers controlling a large number of shares actually aligns their interests with other shareholders - share price goes up so does their holding value. You claim illegal actions by the directors - serious. Please give more details as I'm sure the authorities would like to hear about this. Cant see it myself. Directors paid 22p for shares to inject cash into the company for the BOX purchase but at the time the share price was around 20p. Hardly a massive fraud or a share grab. Had it been 5p a share it might be different but to pay over market price for shares is not really a crime. You seem to believe that shareholders have been defrauded but I for one invested at around 14p and the shares are above 50p. Does that count as a massive scam? Is a profit of getting on for 300% a frightful scandal? A 'small' factual error in your post. BOX had a t/o of around £8.4m and a profit of around £850k in its 31 Dec 12 period. TRAK has a T/o of around £5m , profit £50k annualised from its Sept 13 accounts. The new business has a T/o of around £13m and profits of around £900k. The business is actually currently rated at about 1.15x revenue NOT 3x as you claim. Ooops. The 'Massive dilution' from 19m shares to 28m shares - is that really 'massive'? BOX has a T/o of around 1.7x TRAK. The dilution should have been from 19M to around 50M shares. So for massive, read 'small'. If the company makes £900-£1m profit pa, then a £2.5m loan facility is really not that unusual. To summarise, your post is inaccurate and full of what I can only describe as bile, so its really not worth taking too seriously. If you really think any AIM share is without risk, you are a fool. AIM is lightly regulated and we know what a mess main market companies make of their businesses. However, TRAK seems to be making progress with a promising future ahead of it. AIM shares are not for the risk-averse but I for one am happy to be in TRAK in a significant way for me. Good luck to all you shareholders. CM.
cheshiremoggie
31/3/2014
11:09
Intersting Smithie6. I agree managers own too many shares to be a viable shareholder value investment. They bought at 22p...I agree if this is the case, they bought shares (for cash) without offering to shareholders...this is surely not allowable under AIM? Which of Directors bought? I would imagine bulk was purchased by John Wadkin as he came from outside the bsuiness with funds of his own... the other Directors been there a while and running a company of small turnover and no profit....techies :) I think anyway?
harrison15
29/3/2014
14:26
Trak8 imo uninvestable since the dirs. control over 50% and they seem to operate the co. for their own benefit and NOT for shareholders. imo their acquisition of BOX and treatment of shareholders was immoral and imo illegal.... so many companies, if possible I avoid companies with dubious director conduct...often ends in tears (OCH, MOS, Globo, CPP, Cupid et al, AIM is littered with them) (they allowed themselves to subscribe for lots of shares at 22p while not allowing shareholders to, and Company Act requires equal treatment of all shareholders) co. operates around break even, no divi. and now has a sizeable debt relative to cash generated....so shareholders may never get anything cap. value is around 3 X turnover, + high debt/cash generated. Expensive imo. ...tracking companies, "lots" of competition, C21 and various others in UK, USA etc (at 22p it was probably a buy but now at over 50p personally I dont think so --- looks like co. had around 19M shares before acq. of Box and 28M after massive dilution the dirs. put money in their own pockets ...by allowing themselves to get shares at pre-news price but not allowing shareholders to get shares basically insider dealing imo...while some shareholders may saw 'I dont care what the dirs. 'steal', as long as the share price goes up and I make some money' (I dont agree) (by law shareholders have equal rights, not different as per Trak) --- What future tricks could the dirs. do ? Lend the company money as say 15% ...and convertable at say 70% of mkt share price at the time, and with 1 warrant for each share after conversion. Couldnt happen ? Jim Mellon did that type of deal at co. where he is ex-chairman. listed IoM Bank. On AIM it appears you can do almost anything you want. At PTO the MD has a loan paying him 12%. (Or sell shares at a high price....then some bad news...the debt then becomes a worry, share price falls..and then make an offer for the company at a low price.)
smithie6
22/3/2014
19:27
hTTp://michae1mouse.blogspot.co.uk/2014/03/ubc-media-trakm8-and-synety.html Michael.
michaelmouse
20/3/2014
14:18
Well, funny you should mention TRCS (one i sadly didnt invest in) but was thinking along those lines when i thought about making a purchase here. I reckon there will be a string of contract wins announced in the coming months.
cfro
20/3/2014
14:07
Hi cfro, thanks and good luck! Momentum can breed more momentum in any industry. I remember well TRCS having a stream of contract wins about 18 months ago, whilst 'looking' fully valued and the share price rising as a consequence. Not saying for a minute that will happen here, but the management sure are doing something right hence my stake GLA
pj 1
20/3/2014
13:59
I have opened an initial position this morning on the strength of the significant contract announcement. I have to disagree with you goldenmember from my initial research. I see a number of high growth markets in which to sell their products into, a great management team, in vogue products, strong cashflow etc. A forward rating of 14 to 15 is not anywhere near expensive for a company set to 'atleast' double earnings over the next year or so. And as for margins, well we will have to wait and see what they say in the next results statement. PJ1 - good to see you here and doubling up your holding.
cfro
20/3/2014
13:45
It is the margin we really need to understand. Having a production capability is fine so long as it is kept busyy on core business. If you have to take non core business to keep people busy then a) they are not selling enough vehicle telematics units and b) it is likely to be low margin! Every other TSP outsourced their hardware development! This is the equivalent of SAP buying a computer manufacturer to devlop their own hardware!
goldenmember
20/3/2014
13:27
goldenmember 20 Mar'14 - 11:54 - 170 of 170 0 0 Having bought and sold Companies in this space for years, the real valuations come from Telematics Service Provision and not manufacturing! Look at Webtech Wireless in the US which is a bigger moore successful version of TrackM8 and they have been struggling for years. Their current market cap is around 2 x revenue and that is on a more pumped market! This business is also now becoming distracted by general hardware manufacturing (which is the CEO's background and comfort zone) but this is not a recipe to deliver real shareholder returns. IMHO, this is currently significantly over priced and in reality should go through a "take private" as I can't see it delivering solid growth and returns. -------------------------------------------------------------------------- I note your commenst gm, and I havent gotten my head around this Co properly yet but from todays RNS ''This hardware order is part of a recently signed supply agreement that is expected to lead to revenues in excess of GBP1m per annum.''?
pj 1
20/3/2014
11:54
Having bought and sold Companies in this space for years, the real valuations come from Telematics Service Provision and not manufacturing! Look at Webtech Wireless in the US which is a bigger moore successful version of TrackM8 and they have been struggling for years. Their current market cap is around 2 x revenue and that is on a more pumped market! This business is also now becoming distracted by general hardware manufacturing (which is the CEO's background and comfort zone) but this is not a recipe to deliver real shareholder returns. IMHO, this is currently significantly over priced and in reality should go through a "take private" as I can't see it delivering solid growth and returns.
goldenmember
20/3/2014
09:05
Just doubled my small holding here. Dont know too much about the Co but looks like good flow of contract wins could be starting here. GLA
pj 1
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