Trakm8 Share Discussion Threads

[dave2608] 25/8/2016 22:41

A little to be gleaned here Blondeamon. On the face of it, it doesn't look like a particularly big fish that they've swallowed, more of a minnow. Profit for the year appears to be £1,370.

[blondeamon] 25/8/2016 21:42

Some things that I would like to know in the AGM if those of you who go would be so polite as to ask on my behalf:

Roadsense
1) How much did it cost? What is their PnL like, revenues, profits etc
2) Why did they not say like all the others that it is earnings enhancing and profitable? Is it not? Could it affect our year end targets?
3) Are their number of devices with monthly subscriptions like our and therefore will be added to our recurring revenue stream? How many do they have active right now?

Reselling
4) Any news from BT Fleet white-labelling our products? That was announced a while back but not deals seen so far. Have they not found a single client yet?

Exports
5) Do we have deals about to be booked abroad and if yes where? Is the US and Asia driving growth abroad or are we at last year's levels where International Sales were only 3% of revenue?

[dave2608] 25/8/2016 18:16

Lovely bit of white labelling.

[dave2608] 25/8/2016 17:52

More on Green Flag here. Diagnostic capabilities set to increase many fold.



"Currently, Alert Me focuses exclusively on battery health – the UK’s number one breakdown cause. But the areas it reports on is set to grow so that it can record up to 16 fault codes from the car’s computer."

Set to grow. They make it sound like it's fairly imminent.

Green Flag Alert Me costs £35 a year. Once it's diagnostic capabilities have grown, I would think this is a must have for most motorists. No more being deceived by crooked garages for needless repairs.

[blondeamon] 25/8/2016 14:50

I like that bit:


"Through joint developments, Trakm8 and the AA are now working together to pass on the benefits of vehicle health and driver behaviour insights to their business customers and personal members."

[blondeamon] 25/8/2016 09:56

Breakdown provider Green Flag has estimated there will be nearly 40,000 breakdowns on Britain's roads this bank holiday weekend.

According to the company, the biggest cause of the breakdowns will be flat and faulty batteries (8771) followed by punctures (5283), engine faults (3977) and clutch errors (1295).

The breakdown prediction follows on from research earlier this week suggesting the bank holiday get-away could herald the worst congestion in a decade.

To combat breakdowns, Green Flag has launched a plug-in telematics unit which monitors the vehicle's battery and management systems to alert motorists and fleet managers of any issues before the vehicle breaks down.

Green Flag said its device, called Alert Me, could save Brits over 38,000 hours a year waiting by the roadside.

Costing £35 per vehicle, the device sends alerts to an app once it detects a problem, allowing motorists to get the vehicle fixed before it fails, while the app can also be used to book rescue cover and track the status of the technicians en-route.

"We created Green Flag Alert Me with our customers' needs at the core. A breakdown is never pleasant for anybody and, if it can be prevented, it should be," said Neil Wilson, head of rescue at Green Flag. "Although breakdowns can't be avoided every time, with Green Flag Alert Me drivers will be saved from unnecessary breakdowns caused by faults they weren't aware of. Now, we'll be with them on the whole journey - letting them know about potential issues before they turn into problems."
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And guess who is the sole supplier of hardware and software for Green Flag :)

[tomps2] 24/8/2016 14:16

Many thanks Blondeamon. There's only the two of us, we started a year ago. We're gradually building the video coverage of small cap companies. If there are any you'd be interested to see present, let us know (email through the site). We'll see what we can do. Take a look at the companies we've already covered here:



I tend to tweet new videos @tamzinpiworld or just subscribe to piworld - there's no spam just updates when a new video has been posted.

[blondeamon] 24/8/2016 09:40

Thanks Tomps, you work for PiWorld then? Impressive work you've done with the last time videos/results. Well done.

[tomps2] 24/8/2016 08:24

Yes, there is a presentation at the AGM (7.9.16), and we're filming it. It will be on PIWorld.co.uk and Trakm8's own website, shortly afterwards.

[blondeamon] 24/8/2016 07:55

Last year we had a full trading update with the AGM as well as a video from the presentation afterwards which was excellent. We should have the same this year, I'd also like to hear more about Roadsense, we'll see.

Ex-div on Friday.

[melody9999] 23/8/2016 23:33

added some more today. whilst the overall market has been strong, TRAK have not moved much and I suspect we are due a share price rise, especially with the AGM due shortly and possibility of a trading update.

[blondeamon] 23/8/2016 13:18

Did everyone here read this?





John Watkins, executive chairman of Trakm8, on developments within the group and the broader telematics marketplace.

What are the plans for the Trakm8 group following its recent acquisitions of Route Monkey and RoadHawk?

Trakm8 is currently embedding the Route Monkey optimisation algorithms and services into SWIFT Trakm8’s core fleet management system. Once the complete solution is ready, our customers will be able to run a fully integrated route optimisation, journey download, schedule monitoring, tracking, driver behaviour and ePOD system. A one-stop shop for the entire requirement to manage and monitor their vehicle fleet.

The RoadHawk camera product line is being developed to provide better quality video and integration into our telematics solutions. The next development will be an integrated forward and into the cab camera with telematics functionality embedded. The 4G device will transmit high quality video data in real time. The product will also integrate into Trakm8’s telematics driver profiling algorithms for risk and economy.



Are smaller fleets realising the benefits of telematics?

Yes. Smaller fleets are increasingly finding the benefits in driver profiling and education to reduce fuel and claims. The complexity of telematics solutions is reducing from an ease-of-use point of view with mobile apps and although the solutions themselves are increasingly complex, this ease of use and the value that the data provides make even smaller vehicle fleet operators embrace the technology.

Trakm8 has identified the challenges posed by managing smaller fleets and recently developed Trakm8prime. This will allow fleets of up to 75 vehicles to harness the benefits currently supplied to our corporate clients. Its features include real-time tracking, driver behaviour scoring, vehicle health and P11D mileage returns.



How can fleets help avoid ‘data overload’?

Data collected is now so much more than it was. Data can be collected at one second intervals and can now include the CANbus data for driver profiling and vehicle service needs; it includes the accelerometer and in some case gyro data for crash detection and driver behaviour analysis. It includes integration into digital tachographs for driver hours and compliance.

Some customers can absorb raw data and turn this into useful management information as they have good in-house analytical skills so our job is to provide the best quality data possible. Other customers need us to turn data into quick-to-assimilate information in order to modify their operational behaviour as a result and improve their efficiency. It is both the quality of these insights and the ease in which they are presented that is key to not providing ‘data overload’.

When selecting the telematics supplier, the fleet manager needs to be sure that the working system is installed satisfactorily whilst ensuring that those insights are properly delivered and the financial gains achieved.



What can we expect from future telematics technology?

Telematics technology is becoming less expensive to implement with lower cost hardware, communications and the elimination of installation cost through the use of self-fit devices. The data derived delivers ever better insights into the operational efficiency of fleets. I expect these trends to continue, with fully integrated cameras becoming commonplace.

The growth of telematics implementation will enable better predictions around the vehicle repair requirements. Trakm8 already has an exceptionally accurate algorithm for predicting starter battery failures before they happen, with the service gains that brings. Using the automotive expertise within our engineering team, we’re working on an array of predictive service requirements using vehicle and diagnostic data. After fuel efficiency gains from better optimisation of loads, journeys and driver behaviour, the risk and crash detection gains, vehicle service and maintenance gains will be the third major derived benefit.



How much should data hacking be of concern?

Trakm8 takes hacking extremely seriously. We are privy to personal data and must take every possible precaution to protect it. There is also a need to protect devices connected to the CANbus against exploitation. Trakm8 operates to ISO 27001 standards and has had external analysis of the company’s systems to ensure that we remain secure as the threat landscape evolves. While concerns exist, the telematics supplier should have them under control so that the fleet operator need not worry!

[luckymouse] 22/8/2016 23:29

Id say 242 & 275 are the critical levels

free stock charts from uk.advfn.com

[luckymouse] 22/8/2016 20:05

Its bouncing off an established buyzone with the long term oscillators turning upward. The macd is displaying divergence which means the fall has run out of momentum. The broad shape is that of a LT bull flag, so if it breaks the upper boundry (around 250) it should run.

[blondeamon] 22/8/2016 20:01

Have a look how this kid is driving DLG's and implicitly TRAk's success:





Hundreds of thousands of views from young drivers, all getting informed how our products work and buying them (as evidence show we went from 44k DLG devices to above 92k in a year and on H1 this year DLG increased them another 17%)

As they were installed and initial costs paid off last financial year, this one we'll enjoy the massive income from all 151,000 of them plus all the new ones from Allianz, Scottish Power, RoadSense etc.

[blondeamon] 22/8/2016 19:51

Someone was filling their boots today, look at all these trades at same prices for various amounts. Most probably a fund but since they are marked as O and not AT could be a PI as well.

3 days to ex-div and 2 weeks to the AGM.

[gucci] 22/8/2016 15:21

LM could you explain the chart please
Tia

[blondeamon] 22/8/2016 10:18

Market finally waking up to what's happening here. Won't be long now before everyone wants in and there's not much stock available.

Glad to see volumes coming back.

[40toolong] 22/8/2016 09:29

Great start to the day, the large sales earlier were me as have a large family purchase this week, plenty remaining! Go Trakm8!!!

[duncan doughnut] 21/8/2016 16:34

I'm likely to go to the AGM, it's just a matter of whether I can make time with workload here.

[michaelmouse] 21/8/2016 16:05

Yes it's an excellent read and I'm looking forward to the AGM on the 7th Sept.

Re: Maiden dividend payment:-

"We are proposing a final dividend of 2.0p per ordinary share (2015: nil) which subject to shareholder approval at the Annual General Meeting which is to be held on 7 September 2016, will be paid on 13 September 2016 to shareholders on the Register at the close of business on 26 August 2016."