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A very generous multiple on a low EV.
Good example
www.prolificnorth.co.uk/news/software-agency-news/2021/03/matrix-telematics-hits-ps60m-valuation-following-bridges-first
I have visibility off market private deals for telematics companies. Two of which have a fraction of the revenue and connections compared to trakm8, both selling in the range of £40-65m. So my 200p is worse case, given investment funds are buying up this space
30p?
This is a hidden gem.
200p is more reasonable
Based on recent off market deals and ipos
Still a company with £20m revenue and 250k live customers.
It's a 10x for sure!
And genuinely disappointed how these crooks are stealing this business. This is mafia tactics. It's clear this is going to be taken over cheap which is sad as it has been the gem of my portfolio from when it was 7p
I'll keep a small stake incase their plans are foiled but now looking for new cheap opportunities. If anyone has ideas please feel free. Currently loading up on trakm8, a telematics company where 90% of shares are insider owned so no chance of pog shenigans.
topped up again!
also added trakm8, for a low risk return, takeover rumours
Ticking up nicely
Due to IPO next month!
Wonder what trakm8 will do. With a £8m mcap and 250k connections, I imagine some takeover potential
The markets are just that, so anyone investing and not able to handle the downsides should familiarise themselves with risk.
Investing a small amount on trakm8 to recover some losses. Takeover rumours with 90% of stock insider owned, that's some confidence!
Microlise has 500k connections
Trakm8 has 254k connections
I can see interest brewing on trakm8 given the recent sale of matrix telematics for £60m and revenues sub £6m
Going to the moon
This is ridiculous for a producer given the copper price drives npv of the assets up despite the hedge. Average down I guess
Bought a little trakm8. Looks like reverse merger rumour. 80% insider owned so no funny business like here
Had a decent run from the lows of 14 with this. Looks to have gone stale but still decent long.
Found another little low prices gem
Trakm8, low cap, 80% insider owned
Reverse merger rumours
Going to dip my toes a little an see if it goes the nbrown way!