Member Info for Nosugar

do you think you could buy 250k straight off the bat if you wanted to???

i might have 4 x small beers tonight

most of the trades are small beer

i was planning to pick up another 25k at sub 15 in late april
hopefully missed that boat forever

it just never gets a mention anywhere

cv19 has changed many things including people willingness to consider pay by mile insurance and telematics insurance
trakm8 is a market leader in telematics insurance
and the government should be getting trakm8 tech to help with smart motorways as well, which are a national disgrace

where are you mike mouse????

if they can make 5m
p/e x 20

then apply the growth metrics and i can see aimtitan point

they just need a profit ......q1 is the opportunity
if they turn round as say positive trading end of lockdown etc expect to make a profit fy 21/22
then it could be game on
but do your own reasearch and an update on hsbc would be good

my view for what is worth

trakm8 worth £7m bit more today
they have probably invested £50m in r and d
good products
they paid £8 to 9m for route monkey alone
they have recurring revenue streams
very high profile customers
has huge potential if yhey get it right
tightl6 held stock

hi aimtitan
my view is that trakm8 could easily add 100k plus to the insurance base in the next nine months as the driving tests
my views as previously stated
£2m to 3m profit for 2021/22 could be possible
with a good run th8s could move to £5m+ in 22/23
with profits being match fcf resulting in rapid debt reduction
starting to get interesting
wait to the 22nd april

lessons start on the 12th

the 22nd is BOOM
https://www.thisismoney.co.uk/money/cars/article-9418807/How-long-wait-practical-driving-test.html

https://www.thetimes.co.uk/article/readers-poll-should-all-drivers-have-to-take-a-competence-test-when-they-reach-70-3wndlj0gp

no immediate upside for trakm8 but the article talks about the increasing number of deaths and health conditions

it puts forward the idea that those with health conditions over 70 should have driving time restrictions supported by telematics
trakm8 is in the government framework which could put it in the framework

https://m.belfasttelegraph.co.uk/business/uk-world/aa-set-for-clean-sweep-at-the-top-as-boss-steps-down-after-four-years-40202429.html

simon ..... the chief ex has moved position
i forget the exact details but will have a look for the article
thet are doing big discounts for any nhs workers

yes to the churn
i have been part of the churn
things starting to happen at the AA as well
15 days to the driving test explosion

rr one of my best ever 60p up to £5

they are a great company and will be great again
a real divide in the world starting to play out
chinese will not be providing aero engine for boeing the yanks will see to that

time to pick your team

my last post for a while sure. i will keep quiet until the next tu which i expect towards end of April or early May

but a very impressive case study lets hope for a great 21/22 good luck all

https://www.trakm8.com/case-studies/autoglass/

about 400k of driving tests to get through
plus young people driving again
m25 over the past few days is back to normal

trakm8 has an agreement with bymiles
but clearly they use a number of suppliers
they are a rapidly growing insurance business so in effect makes sense to keep options open in terms of suppliers i had assumed they have moved away from trakm8 as they have not been mentioned by trakm8 for at least 12months
hence the article is interesting i could reading too m7ch into it
anyway a bit closer to the 12th

not trakm8 tech but telematics insurance looks to be expanding and becoming more accepted as cv19 has changed habits

https://www.rac.co.uk/insurance/pay-by-mile

if you go on the sainsbury website big push on green delivery slots
enabled by trakm8 tech

https://www.thisismoney.co.uk/money/markets/article-8775533/Sainsburys-add-delivery-slots-orders-double-six-months.html

morning all

had the bymiles policy for a while now and we love it
our tracker is from redtail but hopefully they might be switching to trakm8 after testing a few suppliers etc

i have a bymiles policy but the black box not supplied by trakm8
so interesting they are quoted in the article