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delivery opti - route monkey
could be the silver lining for trakm8
remember they paid £8m alone for route monkey a few years back
still in business as of today
Likely there’s going to be a foot race with all the supermarkets looking to increase delivery capacity .. Ocado seemingly are out of slots , Iceland are continuing to expand so makes sense that Sainsbury’s add more delivery options ..... hang on in there trak !!!!
i would say considering the lockdown trakm8 is stable and seems to edge up on a daily basis.
i am going for wc 23rd for the update
fair amount of pr on the supermarket deal
there is a uk shortage of fleet at the moment
business are doing everything to keep delivery fleet maxed out
deal if they hit 75p
i will buy you a pint
and then you can buy me one
pretty sure the pubs will be open by the
good luck we are in Nov already
If Trak recovers then I will be able to afford to meet my fellow long suffering holders.
As for the other board, I am not opposed to the bear argument - I think I remain amazed by some of them (possible the same person - see my earlier post querying the board for "old man watkins") - their hatred, obsession and weak arguments e.g. comparing against Samsara (very expensive) whilst simultaneously stating Trak sell at cost or below; stating that everything is old news and my latest bugbear of attacking the staff (ok, not in a bad way but I think it is low and desperate).
If you didn't guess I remain bullish.
hi dc
in response to your post i did go and have a look at afdvn
most of the post are similiar except there are a people who are on the sell side and some statements about hr running sales
one post was very similiar to mine the recent interview i had it at 10min they said nine
i am not a member on afdvn but like know says this is the internet
i dont believe these boards will have any impact on the success or failure of trakm8
so if there is another individual in the uk that is all in on trakm8 then i will love to have a beer with them if goes well when all over
if it fails then big problems ahead
but anyway it is almost Nov and busy day ahead
bit of poker and brandy tonight
have a good weekend everyone
late Nov will soon be with
the market is looking for companies with upside from this madness
in my opinion route opti is could be a nugget
lets see how big??? or is it fools gold
This is true.
I sometimes also wonder whether the characters there are all individuals or whether we have one or 2 multiple personalities.
You never know when it comes to the internet.
Still looking forward to November's update.
Good point about the echo chamber but If anything reminds me of reality it is the share price...
Ahhh... just noticed it's already been posted.
Well, I still pop in from time to time, so as not to end up in an echo chamber. However, I haven't read much of substance from the usual protagonists.
I did find this:
https://www.bvrla.co.uk/resource/interview-with-chris-horbowyj-trakm8.html
I have finally unfollowed the other forum, the bears are now resorting to personal insults of Trakm8's staff in order to reinforce their positions. So much obsession and hatred for people who aren't even invested. I will say thought - to the bulls, why can't we put in as much effort as the non-invested bears do - shame on us.
very positive statement....looking forward to the next update.
https://www.bvrla.co.uk/resource/interview-with-chris-horbowyj-trakm8.html
nice little gem in there at the 10 min mark
4 new jobs advertised at the moment.
Odd thing for a company that's about to go to the wall at the end of this month to do... ;D
Looking forward to Nov update.
It may surprise us.
https://www.itthub.net/opinion/vision-2030-what-next-for-home-delivery/
Sometimes companies now ask senior(ish) staff to provide a recent credit check - points to broader lifestyle stability. However, I don't think they can compel people to do so, in all circumstances, so it goes down as desirable.
Made me laugh, the idea that a candidate may wish to perform a credit check :)
https://www.trakm8.com/career/product-manager
insurance seems to be growing strongly and looking for a good hire as they say these days
not sure if the credit check is for the applicant or trakm8
late nov here we come
ingenie reviews are racking up
Trak are confirmed as an exhibitor at the CV show next year. I guess they think they'll still be around.
well another week done and not bankrupt
i would say almost a bit of upward pressure on the sp.
tick tick tick
another week of those recurring cash fees coming in
my boiler packed up today
on the upside trakm8 actually up and held it
which way now sub 10p or 30p +
but i will take 1p a week gain
if you look at social media then trakm8 have a orange trolley
which i would suggest confirms what we know
i am of a view the contract adds about £400k to £500k fye
i would love to see the bep analysis for trakm8 before and after this contract
wonder how they are getting on in sweden
could we ask for a zoom or con call with jw in late Nov??
what also really important is the margin on the contract
i think we have all thought about. i fully agree it is a fail/multi bagger with plenty of risk
but considering some of the economic devastation out there trakm8 could survive and even grow
remember they did not take the cblis loan which leads me to believe the cash position was ok
about six weeks max to go now
*The bears are wrong - Sainsbury's would not pay (in the RNS) for integration with a company going out of business soon.*
That's what every ounce of common sense tells me. Due diligence must be hyper during these times of companies failing. Trak must have had to demonstrate long-term viability - this is a 2000 strong fleet, we're talking about.