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Trakm8 Hldgs Share Chat (TRAK)



Share Price: 23.50Bid: 22.00Ask: 25.00Change: 0.00 (0.00%)No Movement on Trakm8 Hldgs
Spread: 3.00Spread as %: 13.64%Open: 23.50High: 23.50Low: 23.50Yesterday’s Close: 23.50


Share Discussion for Trakm8 Hldgs


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Posts per page:

Knowbodyyouknow
Posts: 1,454
Opinion:No Opinion
Price:22.50
RE: Austria goes live
Mon 17:16
We can but hope. There's not much else left...
 
Blondeamon
Posts: 187
Opinion:Strong Buy
Price:22.50
Austria goes live
Mon 13:51
The Austrian road club OAMTC is going live with OAMTC Smart Connect (identical to AA Smart Breakdown) next month.

So they must have pre-ordered some devices already as they offer this as a basic proposition to all their 2 million members.

If Austria and the UK both go live in H1 we could see some better numbers coming in for Trakm8. Here's to hoping the clients like it and buy it.
Knowbodyyouknow
Posts: 1,454
Opinion:No Opinion
Price:23.00
£9
12 Jun '19
Odd size trade.
Blondeamon
Posts: 187
Opinion:No Opinion
Price:23.00
Trakm8 May traffic
6 Jun '19
Visits
13.3K +96.15%

Unique Visitors
8.5K+66.96%
Pages / Visit
May 2019
2.18-12.02%
Avg. Visit Duration
May 2019
02:54-40.61%
Bounce Rate
May 2019
73.38%+5.38%
Knowbodyyouknow
Posts: 1,454
Opinion:No Opinion
Price:23.00
RE: AA AGM today
6 Jun '19
https://imgur.com/a/yK1oljI

All mentions of car genie
Pianista
Posts: 627
Opinion:No Opinion
Price:23.00
AA AGM today
5 Jun '19
May give some clues...
Blondeamon
Posts: 187
Opinion:No Opinion
Price:23.00
RE: Research
3 Jun '19
Pianista
Posts: 627
Opinion:No Opinion
Price:24.00
RE: TRAK and AA project
1 Jun '19
I also think the current attack on AA's SP is a good thing - because it will make them buck their ideas up and get the all-important Smart Breakdown rolled out on time or ahead of time.
Blondeamon
Posts: 187
Opinion:Strong Buy
Price:24.00
TRAK and AA project
1 Jun '19
The reason the AA have reset their marketing plan around the new product must have been to be 100% sure they got it right, iron out bugs, make a solid marketing pitch and be super convinced this is ready to hit the markets.

I don't think they would be able to afford a dud. The incompetent Watkins basically bankrolled the AA's entire R&D project with TRAK's money, they took ALL the risk and spent their own money to create this product in the last 3 years.

On the bright side, they will launch the Smart Breakdown and telematics insurance together which means both TRAK's Automotive and Insurance devices numbers will go up. It's a superb offering to say your breakdown and car insurance are bundled together with such a trusted brand name. It also means that for every device TRAK sells them, we get twice as much money. It will be the £5 for the Breakdown plus another £3-4 pcm for the Insurance. Then this will be as good as a Fleet purchase but instead of 5000-10,000 Fleet contract sales every time you now have 3,300,000 AA customers opening up.

The potential here is just mind blowing if you think about it. More than 3 million customers could get potentially become TRAK customers. If there's a 5% adoption of the product then we're talking about 165,000 extra devices at £5 a month. If 10% of them get Insurance on top that's 16,500 devices at £8 a month and 148,500 devices at £5 a month.

That's £8.9m from the breakdown and £1.58m from Breakdown+Insurance = £10.5m worth only from one contract extension. TRAK had a total of £19.5m for the whole year last year.

When it becomes interesting is if you start imagining that the product has a 8% adoption or 15% adoption. The numbers are mind-boggling.

I have been waiting for this contract for 3 years and it is finally happening this year. Then next year they will also offer it to their 10m B2B customers as 'Car Genie for Fleets'.

Say what you want for the AA but this product is of mutual benefit to both AA and TRAK. If they get this right, both companies will transform themselves and make millions in the process.

As long as they get it right and don't screw up the launch and marketing timing.
ashbarrett
Posts: 318
Opinion:No Opinion
Price:24.00
RE: RNS
30 May '19
There's a good reason for bedding your shares into an isa and that's to avoid cgt. Obviously someone is expecting a very good upside from the price they paid for said shares.
Pianista
Posts: 627
Opinion:No Opinion
Price:24.50
RE: RNS
30 May '19
With final results (and a trading update no doubt) on 8 July, PDMRs are rushing to get in their share dealings before the close period, which I believe starts on 8 June.

They either know something, or they just derive a weird sadistic pleasure from winding us all up.
Knowbodyyouknow
Posts: 1,454
Opinion:No Opinion
Price:24.50
RE: RNS
30 May '19
And the FD just bedded some a reasonable number of shares into an ISA, which suggests a level on confidence in the longer-term prospects of the company.
Pianista
Posts: 627
Opinion:No Opinion
Price:24.00
RNS
29 May '19
The further issue of options is no big deal in the greater scheme of things, and will be quickly overshadowed if, as we'd all like to think, this was rushed out in advance of the long-awaited blockbuster RNS!

The least we can hope, I suppose, is that the SP is not expected to collapse further when we get the next scheduled update in July.
Pianista
Posts: 627
Opinion:No Opinion
Price:22.00
RE: AA Smart breakdown getting press
25 May '19
All we need now is news from Trakm8 of a big order for devices, which could presumably come through at any moment. I can understand why they wouldn't want to talk too much about it before it actually materialises.
Blondeamon
Posts: 187
Opinion:Strong Buy
Price:22.00
AA Smart breakdown getting press
25 May '19
AA is prepping, won't be long now until they launch it, more articles hitting the press:

Https://fleetworld.co.uk/aa-to-launch-next-generation-smart-breakdown-solution/
Pianista
Posts: 627
Opinion:No Opinion
Price:21.50
RE: Smart Breakdown
21 May '19
Shame Trakm8 not mentioned in the article.
Knowbodyyouknow
Posts: 1,454
Opinion:No Opinion
Price:21.50
Smart Breakdown
21 May '19
AA reveals plans for new Smart Breakdown

Smart breakdown will transform our breakdown service

https://www.theaa.com/about-us/newsroom/news/aa-reveals-plans-for-new-smart-breakdown
Knowbodyyouknow
Posts: 1,454
Opinion:No Opinion
Price:21.50
RE: Sales team
13 May '19
"Fleet and Optimisation revenues were impacted ... by poor performance of the sales teams early in the year. The restructured and widened sales team started to win significantly higher levels of new business in the fourth quarter and we expect that trend to continue to improve."

From the trading update...
Frac
Posts: 920
Opinion:No Opinion
Price:21.50
Sales team
13 May '19
Will be the deciding factor in any turnaround. Had the best products for some time but just not been able to capitalise on the tech: until now??
Pianista
Posts: 627
Opinion:No Opinion
Price:21.50
RE: New product for Insurance
13 May '19
Blondeamon, thanks for all the encouraging news.

If it's all translated into revenue, this share will rocket - maybe a five-bagger before the end of the year at the current SP.

If I weren't already in it up to my neck, I'd be sorely tempted to buy a shed load during the current lull.
Blondeamon
Posts: 187
Opinion:Strong Buy
Price:21.50
New product for Insurance
13 May '19
There is movement on the horizon, Insurance is kicking off massively this year.

www.insuranceage.co.uk/broker/3995516/trakm8-unveils-solution-to-help-brokers-launch-telematics-products

With 4 new Insurance clients already and with this new platform going live the number of devices could start rising nicely again. If AA also gets off their asses and launch then the Insurance & Automotive division will help spark the turnaround.

Fleet shouldn't be doing too bad either as they are still adding thousands of devices every year and increasing recurring revenues through Roadhawk 600 sales. Recently they sold 500 of them to Gallagher.

Starting to feel a bit more optimistic than I have in the last 6 months.
Blondeamon
Posts: 187
Opinion:Strong Buy
Price:21.50
Sales
9 May '19
Another initiative of the Sales team:

www.linkedin.com/feed/update/urn:li:activity:6532205102902706176

Next week the Trakm8 Insurance team will be heading to Manchester for BIBA 2019. Trakm8 will be launching Driveably, a unique turnkey telematics insurance solution. Driveably enables you to enter the telematics insurance market with zero up-front costs; making it highly cost-effective, quick and easy to get started. To find out more visit us on stand A50! #BIBA2019 #Insurance #Telematics

www.trakm8.com/telematics-insurance/driveably
Blondeamon
Posts: 187
Opinion:Strong Buy
Price:22.00
New contract?
7 May '19
Looks like a new contract was done with ZF Drive, a mammoth company.

Https://play.google.com/store/apps/details?id=com.trakm8.prime.zf

"ZF is a global technology company and supplies systems for passenger cars, commercial vehicles and industrial technology, enabling the next generation of mobility. With its comprehensive technology portfolio, the company offers integrated solutions for established vehicle manufacturers, mobility providers and start-up companies in the fields of transportation and mobility. ZF continually enhances its systems in the areas of digital connectivity and automation in order to allow vehicles to see, think and act.

In 2018, ZF achieved sales of €36.9 billion. The company has a global workforce of 149,000 with approximately 230 locations in 40 countries. ZF invests over six percent of its sales in research and development annually."
Knowbodyyouknow
Posts: 1,454
Opinion:No Opinion
Price:22.25
RE: Trading Update
2 May '19




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