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Awesome hopefully a repeat of the supermarket contract that will see software and recurring revenues grow
Happy days pay by the mile insurance really catching on now
Wait till road pricing lands sure trakm8 with be supporting the government with the policy
Interesting news from Denmark so successful in electric cars they have material tax revenue gap
That is why rishi love 150 per litre cv19 all has to be paid for sooner or later
Stay safe what a load of codswallop

Had a good read of the half year yesterday

So bad points
Insurance market flat
Net debt increase
Cash burn 1.4m with 0.9m cash left plus overdraft of 0.5m so six months and you have an issue
Overall connection growth

Good
Revenue Yr on Yr
Making a profit and improved fy profit guidance
Fleet performance
Gross margin
Deal with hrmc
Recurring revenue solid
Devices sold up 30% Yr on Yr
Software generation 0.98m vs 0.30m very impressive if this continues plus can be seen in gross margin
I quote
We have focused on using AI to maximise value in our algorithms in risk, crash and video analysis.
We have obtained very exciting results from this and are receiving positive interest from customers as a result

So overall 25p feels about right if he is OK the a good platform for 22 but cash is king as they say

What is up with it??

Kbyk

Thanks would you be prepared to drop him a line?

Well think we came up with ten questions last time.

Dc do you have a question for jw/bod?

I am OK to write to jw not sure who did it last time?

My question.
What is the overall view of the UK insurance telematics market?
Opps vs risks

Do we want to write a set of questions for jw and the bod??

Someone decided it was work £8k

Plus I note they decided to award more options at 27p

If they do hit £1+ then the bod will all be doing very nicely

Let's see what this sales director can do in the next six months

Next meaningful news I expect will be mid Feb
Merry Xmas everyone and here is to 2022

Being a trakm8 shareholder is like some weird never ending tourture
They see how much you can take
Then you think it has ended
No hear is some more
Aggggrrrrhhh seeing if you finally crack under questioning
Anyway looks like the price held today

Yes agree lots of questions
Softer insurance market ......mmmmm
Fleet seems to be doing OK
The sales change is interesting

Price is holding
Those % metrics do look good
And actually showing eps without brackets is a beautiful thang

They do churn through the people in sales

Profit OK

Odd updates on the insurance telematics front

Bland subs numbers
Softening tele market I don't like that

The hy results will be important as they provide audited facts rather updates so the market will see revenue +%%%whatever that final number is

There will be the comments on h2 trading
Remember the impact lockdown had this time last year and into the new year

If subscriptions are 265k that would be great

I expect arden will release updated guidance

At this price trakm8 is still effectively priced to fail
Road pricing is on the way in the UK and trakm8 have lots of valuable data

Could see a general upward trend to h1 results

Lol
The volumes very thin
They are very active on LinkedIn at the moment
Will the hy results be another step in the right direction

Next update due late Nov which will the hy results plus effectively an update on how h2 is going
Will be first time we see hard facts on the recovery

14.29% works for me

Seems the rest of the crew not that bothered

I do believe the publication of hy results is important for many stock followers will own act on actual performance information
Rather trading updates

Looking OK today as well.

Don't you lot get too excited

Onwards to late Nov now I guess when the half Yr gets confirmed
The petrol station was chaos tonight. I don't need to fill up
As soon as the government say don't panic
People error panic bit like trakm8 share
Fear and greed
We have had the fear will the greed arrive???

Thanks that is a great read
I like the forecast for 22/23