Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
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would be surprised if tomorrow so looks like next week.
the full year outlook is so important for me ....
they will have p7 and p8 actuals
so four months to forecast
h2 upside supermarket contract how much impact will this make ???
insurance growth
any bad debts???
any rev from the partnerships??
any bonus news new contracts etc??
aa contract???
volume is certainly up vs the avg.
Aa share price up in the 30's
more cars on the road
trakm8 doing plently of roadshows etc
what peoples view a fy profit?? would you view this a good result??
I think that's the same for most of us at the moment Pianista. Hopefully we'll get some clarity one way or another next week.
The trades are interesting - not really giving much away.
With everything else booming, it’s making Trak - down over 60% for me - stand out even more as the dog of my portfolio, so it’s a relief to see some positive movement, however small, in the SP at last.
But if next week’s results and outlook reflect to any degree the company’s impressive PR output, we ain't seen nothing yet!
looks like it stuck
small steps
??? sorry what is your point caller
Speculation ? Short covering of a whiff ??
it is trying to go up
road pricing back on the agenda
they have to replace the 40bn for fuel tax somehow. one for the longer term
trakm8 will lose out due to the support changes but that is a small side issue
the days keep ticking by an it appears that someone is buying and it is none of us
a full year profit would be good guidance
I'm still waiting for the AA (feels like I am stuck on the side of a road) to free up some cash. Psychologically it is proving very difficult to have faith in Trakm8 at the moment so I think the next update is key for me (not to sell my current holdings, just whether I add).
It wasn't.
I've been thinking of buying a few more, but have decided to wait until the update. If it goes down I'll grab them cheaper and if it goes up I'll benefit due to the large number of shares I've already got and I can also make an informed decision to buy more albeit at a more expensive price.
To be fair, the money I'd use is doing pretty well elsewhere.
Agreed..... I am curious, was that you picking up the 30K?
Shame Trakm8 hasn't benefited from the buoyancy elsewhere in the market. Sentiment is against it I guess.
Roll on next week.
Not a bad write up on their website....
https://www.trakm8.com/news/trakm8s-transformative-partnerships-shortlisted-for-industry-awards/
Nothing new IMO (getting nominated for things is not that impressive to me - money talks), just good PR
https://www.trakm8.com/articles/
the dvs article is well worth a read and interest it comes into effect in march 2021
plus the comments from altrad are reasonable to say the least
Just re-read the AGM statement in September:
"Given the continued economic uncertainty due to Covid-19, the Group is still unable to provide guidance for the full year financial year. However, the Group intends to provide a further update and reinstate financial guidance to investors and analysts for the twelve months ending 31 March 2021 at the Interim Results, to be reported in LATE NOVEMBER 2020".
It was total lack of guidance which has caused the SP to drift down from 20p-ish to 14p-ish. I'll be very disappointed if they don't at least do enough in the update to reverse that.
KBYK - you must mean Fri 27th. I'm with you on that.
I think 28th of Nov - and it will be half-year results.
Many suggested that they wouldn't make it this far. They've been wrong.
Others, like me, suggested that they would call for cash in the interim. I was wrong.
I'm expecting a pretty decent update (and by that I mean, they're not going under, are returning to their telegraphed trajectory of significant growth (in revenues and profit) and a reduction in debt is underway (or at least a plausible plan to do so). Let us hope I'm not wrong on this one.
This is also a significant drag on my portfolio. Particularly as it hasn't gained on the back of the vaccine rally. However, if this moves up as quickly as we know it can, it would be a significant pull upwards on my entire portfolio. Works both ways...
Most recent half year results/trading updates: Friday 16/11/18, Monday 9/12/19.
Thu 26th or Fri 27th are bang in the middle.
sorry wc 23
my bet is on the 26th thursday
no confirmed date that i could find
unusual they are publishing in Nov vs the normal Dec
my assumption wc 26 th thus gives the most available cash performance for the trading update
So much depends on the next update. Is there a definite date, anyone?
With the general market galloping ahead, a half-decent update should see this back in the 20s, where it was only 3 or 4 months ago. But even at that level, it'll still be the biggest drag on my portfolio!
Seem to be coming out of the marketing team with some updated papers & blog posts on delivery JiT management further followed by some mucking about by the mms .... must be green shoots :-)
almost a bit of upward pressure on the price
moved by 0.24p on about £400 of buys
so say £1600 per pence
so £20k of buying could get us to 25p - not much really then broadly 10p per £20k
lockdown a bit of pain with likely some fleet impact
driving tests cancelled
ingenie reviews continue to come in at a decent rate
interesting challenger work with iceland on comms
another week done and dusted
trakm8 comms confirm factory is open
Stopped reading it, haven't looked back. Bipolar is an interesting way to describe it - I assume you mean polarised between bears and bulls and not a single poster who flips - no need to answer, unlike some of those bears, I have moved on from that forum.
As for make or break. There are risks - debt, loss of clients and large overheads. I suspect Furlough v2 will help by reducing some of the staff costs and even allow them to look at whether they need so many. Debt needs to be reduced but I can't see how given they are loss making and loss of clients is what it is - although, I think they are shifting out of the competitive part of tracking into the fringes and that may help e.g. seemingly having less reliance on fleet, more on insurance.
Obviously, my money is also on make.
Just read through the other BB.
Now I need to go and lie down for a bit.
Roll on Nov update - make or break perhaps.
My money is on make.