Member Info for dc2_

Up for most of the day (although, the ask was lower than the mid IMO) and now down. Hopefully, not because of some disappointing TO news.

Holding Trak gives you fast track entry to the SAS - if you can endure holding trak, then you can endure anything....

As per usual, what you say makes a lot of sense. However, the thing I thought was more striking was the gross margin increase. This has been put down to selling more software solutions. I assume this is route optimisation. So yes, it would be nice to have more connections, but quality of connections is better (yes, I see the irony when most connections are young driver insurance devices).

I can't argue with the rest other than to note that volume after the TU has been relatively low. Perhaps the share price is being driven by TO speculation and not a mediocre (albeit first profit) TU.

Perhaps not the best answer but fleets frequently upgrade their vehicles and devices have limited warranty so need replacement - so the number of units sold would be different to the units reporting into the server. Also, do the likes of the AA buy in advance for Smart Breakdown etc?

Perhaps some of those large number can be explained by all of this. But I must agree, on face value, it does look very odd - we are getting a snapshot without having the detail - so you have to believe it is correct or sell up.

and the share options....

Thanks for the link, makes a good read. Personally, I realised that I am not able to fully understand the accounts (which is not a good thing for an investor - I need to look at some online lessons).

As for Mansfield - that was a quick exit - was he really the turn around guy and has now done it and sailed off into the sunset or something else. As for his replacement, he is not listed on the board and I did not think the words suggested he would replace PM.

At least it wasn't a profit warning....

I don't think anybody would disagree with you.....but, 26p is almost a 3 year high and it is holding (until I jinxed it) so some confidence has come back. Perhaps the TU will just confirm it is no longer burning cash. One thing for sure is that it feels different to me - I hope I am right because we have been waiting a long time for it to either fail or recover and I am bored....(yes, I could sell but I have faith)

All I can see is that the price is holding well, so let's hope the TU reinforces this :o)

Any of that would be nice, but the reality so far is the directors have had plenty of opportunity to purchase but have not. So I will go with your bigger dream (but won't hold my breath)

Agreed, I think LSE is mis-reporting - ADVFN shows them as buys with sells coming in later.

https://uk.advfn.com/p.php?pid=trades&btn=trades&symbol=LSE%3ATRAK&montage=1&dt_select=1636531200&the_datepicker=10%2F11%2F2021&trade_set=1

I can't help but think it is related to the multiple £6K purchases that have occurred over the last few2 days i.e. just a strong buyer and not because of any news. Obviously, good news would be welcome :o)

you are not alone.....

I guess so. In the interim it has been nice to see it hold the price - even with some pretty large sells going through which would have normally crucified the price.

Trakm8 finally got around to putting this in their news section

https://www.trakm8.com/news/trakm8-partners-with-adiona-to-offer-a-market-leading-platform-to-facilitate-the-ground-breaking-driver-data-technology-pilot/

Just throwing it out there but Microlise could sell its stake (I assume to an II given the size) in order to help its acquisiton strategy. Obviously, think ML should go for Trak but this outcome would not be so bad either , as it would show confidence in some way.

I must admit, I am also suprised that Microlise has not attempted any aquistions - although, who knows what they are doing in the background.

As for Trak, I wouldn't say drifting - I like to think of it as consolidating on a new price level - which I hope it can keep.

I don't disagree about giving feedback but it is just marketing and the message is very clear, so I do think it is a good campaign.

Also, the one with the roundabout is left inconclusive. They really should have shown what the indicator state of the van was (this is a common trigger in MDVRs). Not trying to be critical, I still think video based evidence is good - just, that they could have exceeded themselves by showing how the device could have flashed the indicator state on the footage.

PS. 1080p should be more than enough (I've seen enough at 720p to know that) - what we don't know is what they have done to the footage to upload it to LinkedIn etc.

Whilst I was not thinking the same, I did think that it doesn't show their clients in the best light - all that talk of giving feedback to drivers etc - for what purpose - ok, accidents do happen.