Trakm8 Share Discussion Threads

[knowbodyyouno] 27/7/2016 09:03

Agree with both of your analysis and need not add more. The share price simply doesn't reflect the true value of this company - not even remotely. Yet today we're heading down again. Damn TW and his minions.

[blondeamon] 27/7/2016 08:50

The source of TRAK's stable business model is recurring revenue driven by number of devices. Every year we have around 45-50% growth in devices numbers and that was before all the recent influx of products.

As long as that number stays above 30% for the next 3-5 years, TRAK will become a cash cow with huge FCF numbers when acquisitions slow down and we focus more on consolidating all the different products, which is already underway.

Insurance is a big hit and not one to go away soon, it is just starting to accelerate and has many years of double digit growth ahead of it. The recent contract with Allianz was a huge vote of confidence for more insurers to order our products.

[40toolong] 27/7/2016 08:39

Agreed

The consumer insurer market is growing rapidly for both businesses

[blondeamon] 27/7/2016 07:57

" Outlook

The Group has made a good start to the second half, in line with management's expectations. The high levels of recurring revenues and opportunities to grow in the UK, France and the USA in fleet combined with more efficient management of the insurance business underpin our confidence for the rest of the year and beyond."

So business as usual and no mention of Brexit anyway, that's a positive. Their number of devices grow has slowed down significantly though, I doubt they can keep this high rating with a mere 7% increase in devices when TRAK does 50% year after year.

[40toolong] 27/7/2016 07:22

Some good results from Quartix.

[40toolong] 26/7/2016 22:52

You are a gentleman blondeamon.

Good Luck.

[blondeamon] 26/7/2016 20:48

Apologies 40toolong, maybe I was too harsh. My opinion is that there's no evidence to point to your conclusion, just wishful thinking at this point. Options mean nothing and are well known, the transfer was just between his nominee accounts and appointing JPM does not mean much on its own.

QTX will be a good indicator yes but they don't sell to Fleets like us but more to Retail so not the best indicator, one ondicator to look at though yes.

I am more interested in the DLG results next month and their motoring policies, last time they doubled their telematics policies and we are the sole supplier there. AA also very important to watch.

If a sale does come our way it will be welcome north of 4£ but it will be a shame really as the company is just getting started.

[40toolong] 26/7/2016 18:23

More importantly, all TRAKers should keep an eye on the RNS from Quartix (QTX) out tomorrow. They are announcing how the first 6 months of their year have been to 30th June.

This will be a good selection of the telematics market as a whole since January and will demonstrate if businesses held off signing new contracts pre-Brexit.

Good Evening

[dadedidodu] 26/7/2016 18:12

dadedidodu 24 Jul'16 - 22:35 - 535 of 539 0 0 edit

Are the 2.5m shares "transferred" being drip fed to market?
Did catkin transfer the shares to his mate to lob em?

40toolong 24 Jul'16 - 22:57 - 536 of 539 1 0

Just a nominee account transfer.




Yeah i bet a new broker who is presently kicking them out as a covered short

[40toolong] 26/7/2016 18:09

Steady on.

Firstly,

New Advisors on board - FACT

Shares being transferred - FACT

Options being paid - FACT

Deal dates corresponding with first days of the month - FACT

No rumours here. I have my opinion that all of these events are linked and linked to what will be some kind of sale. I have not claimed there will be a sale, or stated any "insider knowledge" to suggest anything other than I have the ability to draw from there events an outcome that I believe may occur.

My opinions are my own. I have asked all to DYOR.

If you look what you have said, there is more contention:

You DO NOT know if Trak have a reason or not to sell right now

You CANNOT say the company is undervalued when its value is determined by its share price. Therefore the value is correct, the perceived value may not be.

You DO NOT know what makes sense and what does not make sense for the board.

You DO NOT know if they can grow the business x10 (Nor do they I am guessing)

So, I would suggest that you are confusing rumours with opinion.

Blondeamon. I have always respected your posts and respect this one from you as well. However you have taken it in the way it was not intended. If that is my doing, I apologise, but I feel you must shoulder the blame slightly as you have stated more rumours in your post than I did in mine.

I am not after a long row on this. I too am a happy holder (and buyer).

I think the sign of a ramper or a de-ramper is always the lack of opinion and the "silly guesses". Mine is not a guess, nor is it a rumour. It is an opinion I share from observing the actions of this great company.

Have a good evening

[blondeamon] 26/7/2016 17:55

There's absolutely no evidence to back your claims, especially the laughable 1st August argument as it's a special deal. It's illegal to spread rumours, not to say idiotic if your goal is to make others buy on ADVFN. Now I don't know you and I don't know if you just want to ramp this up, but right now you just talk hot air, backed by nothing.


TRAK has no reason to sell right now, company is way undervalued that even with 400p it still wouldn't make sense for the board. Plus, it's their jobs and they make good money out of it to let go so early when they can grow the business 10x before letting it go.

I am a happy holder and do not care for such unfounded rumours, I like the board and the business and believe this is a great company as it is.

[40toolong] 26/7/2016 17:39

It is all starting to make sense, for me anyway.

New Advisors on board (could have been there for months)

Shares being transferred from a Director to a nominee account (tax reasons?)

Shortly afterwards Options being paid out to two employees (severance for senior non-board managers?)

This sounds like an imminent sale and with Monday being 1st August that would be a natural deal date to be working towards if there has been something going on for a while.

Maybe wrong but I will be the guy at the back of the room on Monday saying "I told you so" If i am right.

Topping up tomorrow morning and will not be surprised if you start to see some serious volume come Thursday and Friday as someone always fails to keep their mouth shut on these things.

DYOR.

[40toolong] 24/7/2016 22:57

Just a nominee account transfer.

[dadedidodu] 24/7/2016 22:35

Are the 2.5m shares "transferred" being drip fed to market?
Did catkin transfer the shares to his mate to lob em?

[blondeamon] 22/7/2016 13:34

One last trip to 205 soon IMO, those downturns get smaller and bounce back faster. Bottomed out here IMO.

[luckymouse] 20/7/2016 18:58

montyhedge - which pe? hist, fy1, fy2?

[mikeindevon] 20/7/2016 18:36

I was intrigued by the RNS that was posted yesterday regarding the transfer of 2,500,000 shares to/from John Watkins the CEO. So I emailed the company and John Watkins replied to say that it was a transfer between two of his nominee accounts, that his holding remained the same and that the RNS was required because of the technicalities of the reporting required. He also apologized for the confusing nature of the form itself. So end of mystery.

Mike

[montyhedge] 20/7/2016 15:41

High p.e shareprice up with events.

[blondeamon] 19/7/2016 22:45

Not a far fetched conclusion but I think it's still early for that. A few years too early. Although the weak ££ is an unforeseen factor a foreign company would likely exploit.

In any case, a happy holder.

[40toolong] 19/7/2016 21:15

Okay so follow my logic...

They have just appointed JPM.

A Director has moved shares.

They have acquired 2 companies and are very well placed now......

FOR A SALE!!!!!

Masternaught, TomTom or a Far East company is my bet.

Topping up tomorrow!

[gucci] 19/7/2016 14:53

thats great news Dave thanks for the link

[dave2608] 19/7/2016 14:14

New product launched.

[gucci] 19/7/2016 14:02

added today

[blondeamon] 18/7/2016 23:08

Insurance devices are going to explode this financial year. Between Direct Line, Marmalade and now Allianz we can easily double our insurance based subscriptions this year. Not to mention some juicy margins from Allianz's custom made software.

On the fleet managers side, we have AA, BT Fleet and Kubota now looking for contracts on our behalf. They need to book deals asap and all going straight into our bottom line.

In the meantime, our own sales force is booking more and more new clients giving us great value for money in organic growth. The weak ££ will attract even more foreign clients and provide some welcome diversification as we have less than 4% International Sales at the moment, I'd like to see that above 15% in the next 2-3 years, preferably US and Asia.