Member Info for aimtitan

£70m cash, I've seen charities have more.
The boohoo family sons must have been having expensive business meetings with pretty blonde girls in Dubai again

If rates rise?
Sorry to be the bearer of sad news but they moved from 0.1 to 0.25. Which in magnitude is 15bps but still 150%. Now imagine your nominal is not £100k but a bn or two. It's going to hurt

as i said love is blind

Clearly you've overlooked the flood gate of printing over the last year of so. If rates don't go up, forget economic collapse, you'll be wishing for am asteroid to start over.

I did predict this in previous posts when this was 2-3. Even I didn't expect boe to send a coordinated rate rise message with the fed. There's more pain to come

I agree but their generous 30x multiple was based on low cost of borrowing and low inflation and a fluid capital market.

Now you have 6% inflation, every central bank looking to raise rates and bond buyers going to govys and away from riskier corporate paper. So basically the capital bird is no longer taking the risk to fly over the volcano

The years I've watched the blinded by love and married to the share investors.

I think you'll finds multiple £1 shops chains a rarity. Most collapsed on the last inflation spike. Look at America as a template, now they have $1.3 shops, doesn't quite have the same ring to it

When a business is based on low margins and high volumes, inflation has been a killer as the cost of goods rising wipes any benefits away

Look at the £1 shops, they are more or less gone from the high st.

This is on its way down

And all in in trakm8 stock.

Been a decent run gents, absolute pressure. painful end but you win some and loose some. Onto.to the next one

And bought trakm8
Recovering some losses.
Apparently they may be being bought out.

This has been a steady decline since I bought it.
Talking to a mate in banking, these platforms work on very low margins. They band around £billions which sound good, but make fractions of pennies.

Personally sold a little yesterday and picked up more trakm8. Atleast the insiders own 90% of that's stock

Looks like some of you may have taken a punt on trakm8, up 12%
Abit of a gem

I imagine a special div would be a good message for centrica

With gas prices up 400%

Not forgetting the nuclear drive as a result of cop

Have a look at trakm8
Another cheap one. Revenues of £20m with mcap of £10m
90%+insider owned and alot of M&A activity in the sector

Probably lowered his price target to 15p now. Go deep or go home ...

Wonder if he still thinks this is going to 30p haha

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.