Member Info for Nosugar

Evening all

Well not a bad week and importantly the update is looming

Let's see which way the wind blows

So now costs me over 100 to fill my car

Trakm8 products are designed to save Fleet costs
Well there will never be a better time for trakm8 products than right here and right now

Insurance growth was strong in q4 that should continue as people look to consider connected insurance as a way to reduce what they pay

Road pricing is looming - tax take from fuel duty is growing from a smaller number of cars but as those cars get swapped out for electric the impact on hrmc will be greater as the contribution per car has increased
Trakm8 could play a part in any future uk Road pricing strategy

I now driving at 58 to 65 to improve my fuel consumption like trakm8 I have been in the slow but the destination could be good

As I have said before there is a buyer out there

Consistent trade all around the 1k mark often with a small sell at the start of the day

The update is pending

Will compose a post with some thoughts before close of play

I'll say again
Someone is buying on a consistent basis
Fair small but it has been consistent over the past 5 days or so

So far net buying

Let's see if driving tests get beyond 100k passes per month

Have a good weekend everyone

He who has his health has hope
He who has hope has everything

God save the Queen

https://www.gov.uk/government/statistical-data-sets/driving-test-statistics-drt#driving-test-and-motorcycle-test-pass-rates-drt01

Next batch of stats out in June
100k passes per month would be positive
.
Trakm8 update in June
Someone is definitely buying in small batches

Someone is buying ?? Any of you???

Another very small sale to start the day

Then see if we get buys later??

Worth reading the McColl board
Some painful losses for people, stock marketing investment is risky for private investors.

We just have to wait I guess. I know they have few industry shows going at the moment.

Ubi is certainly more attractive as you cut your mileage

Feels like a long year ahead

I think they need to add about 50k insurance connections this year

That's without ticker new products and Ai launching

Not sure if I am just deluding myself

https://www.ticker.co.uk/news/2022/04/globaldata-shows-nearly-30-rise-in-telematics-uptake

Certainly not bad news

Wow

Bloomberg showing 103.3k volume
Closing price 16.5

Another 100k today but unclear if a buy or sell

Seems to be one or two sells drags the price down
?????

Some sort of 90k trade
Like a German sausage I fear wurst

Yes but I think we are seeing a bit of that already hence the increasing % of software revenue

In terms of investment trakm8 is a bit of a binary bet at this stage

But going back to adiona certainly has a decent amount of potential so after watching pleased they have gone in with trakm8 and the much have given it a lot of thought a they certainly seem a clever bunch

Dc2

If you forget trakm8 for the moment and let's talk about a few other bits

Firstly
That guy is credible - interesting talking about Italy etc
Plus his Canadian family background

Secondly
The captain
The vessel
The destination - is Bank Holiday so had a few beers but how good is that as a concept
Plus ditching bad drivers after 2 days (m25 on Friday was chaos) a woman and child had to run across four lanes

Car insurance hasn't really changed since 1992
By miles has done a bit
Interesting he doesn't like the word telemetics

The improvement in % margin is real
Data is at the heart of everything

So when do they launch???? Yr 1 Yr 2 Yr3?
Plus back to trakm8 very positive endorsement that they have been selected

All the best ns

Watch the video very interesting

https://www.adiona.com/investors/

Plus the recurring nature of 50% of the revenues must support that overall valuation...
Oh well wait until the end of June now

Yes other potential investors is that the for sale sign???

https://www.express.co.uk/life-style/cars/1601528/driving-test-backlog-dvsa-young-learner-drivers-exclusive

Good news if q4 was strong q1 will be the same if not better

https://fintechmagazine.com/company-reports/ticker-connected-motor-insurance-market-niches