Member Info for Nosugar

stop the press uk flake 99 shortage

the shortages appear to be an issue over a wide range of industries

try to order a decent amount of cement and see what answer you get

plumbing supplies .... the list goes on

i am hearing steel is tight as well

anyone seeing or hearing about issues???

a friends son failed and has now had to book a date in september as the first available
then hope for a cancellation

quote
"subject to there not being any further cv19 related lickdowns or sig. component supply issues that cannot be res. quickly
the company is confident that the financial perform. sig improve

just need to see if it does now

it is hard to be positive but hopefully they can have a good start to the year not that long to wait

late june my guess

hope everyone having a good weekend

on average 1.7m take their driving test every yr
pass rates is around the 50% mark

as a rough guess i think 2.5m will take their test from may 21 to may 22
so 1.25m will pass

over the 12 weeks or we should understand the impact of this on trakm8. should jw already sees the impact hopefully a decent % we flow to trakm8

trakm8 next update likely june
driving test data available in june

trakm8 quote the test delays cost them 33k connects at hy so fy should have been 70k

therefore potential to add 100k connects by yr end

there was a shut down in texas at one of the major plants in q1
then plus increasing demand for chips globally

my general point on first inspection bad news for trakm8 but other syppliers likely to have the same if not greater problems

i am guessing the update in June will tell all
back to the tumbleweed until junish when the fy results likely to be released

has anyone read up on the chip storage ???

strangely if trakm8 are impacted then so will everyone else be

could it work in trakm8 favour they seem to have greater control of their supply chain vs those who outsource more

views???

jw aludes to this in his statement

pianista and mm and all

i have had a double check the debt is the main issue for ne now this has been resolved with the hsbc agreement.

now all comes down to the recovery in revenue if that happens then it is game on

i want to see revenue of between £20 to 22m for this year. if that happens then the profit will come the cash will follow

drivers for growth pun intended

insurance
supermarket full year effect
fleet recovery
aa products

cv19 continues to be positive
17th may here we come
i have booked my holiday to spain got a great deal

to be fair so many companies would have g9ne to the wall without support

the schemes have helped huge number
just all needs to be paid for
or just stick it in a box and wait 200 years and hope inflation does the trick

interesting statement a bit of jam t9morrow

JW knows when demands is com8ng through from driving tests but does not want to say just yet

component issues - there always something

suez or the shortage of chips ???

overall ok lets see what happens in Q1

hi all

shopping centre that i know in the south east had very strong footfall this weekend

seen a number of parents with teenagers with the l plates on. maybe me just looking

m25 v busy
my money is on a mid to late may update but what do i know
but by end of this week they will have data on lockdown easing impact

I saw this on the BBC and thought you should see it:

Driving tests resume but getting a date like 'gold dust' - https://www.bbc.co.uk/news/uk-56834724

Driving tests underway today
good luck to everyone taking their test this year
i remember the day a long time ago now

the biggest cv19 barrier for trakm8 has now gone

game on

hi all

i have downloaded the aa app and will give it a spin.

looks good does anyone else use it?

hi
my business has since an immediate and material reaction to the lockdown easing
the demand changed on Monday night and clear trend
drove past the barbers at 1300 small one cutting hair
he was still going on way home at 2000
just wish i was young enough to have a night out lol
but overall point the impact is material and immediate
roll on driving tests
roll on may 17

are not happening

anyway hope everyone enjoying a bit freedom.
red driving schools saying demand for lessons off the scales
a few aa smart breakdown reviews on google are negative seems to be problems with the app
ingenie insurance reviews grow at pace
thanks for your views on the next update
i am waiting until may to visit a pub bit cold for me

when is everyone expecting the next trading update??

guess will we get confirmation of the FY outturn
then more importantly
recent trends
debt position
dvs impact

my guess mid may to give a post lockdown view on trading

again certainly not bad news

the last lockdown weekend
whobloodyrahhh
Rip Phil

it seems to be holding the 17p

yes back to the land of tumbleweed

well i think that is worth two small beers

have a good weekend everyone and think about nice recurring revenue and smile when you see a sainsbury delivery van