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well last week of p11.

looks like we have a pretty clear route out of this that will lead to a surge in activity.

i am guessing driving lessons from the 12th and tests so 2021/22 will see a huge number of young people taking their tests which will boost insurance numbers

hopefully those customer trakm8 have supported get back up and rumning

as i have stated the yr on yr metrics for 21/22 will be awesome

my understanding is more towards the hire fleet

so most of the large logistics companies will hire in the a normal peak period normally early oct through mid jan

clearly cv19 changed the game and they have hired to deal with additional capacity

so basically a flexible option to have telematics on any hire fleet

yes it is.
I have emailed the Aa.
smart breakdown very well placed on the website

the more you read about smart motorways it is shocking.

i would like to aa to know i was on the smart motorway how the car is travelling etc
then have almost one push help call option
plus the information should also be used in real time to provide the highways agency with real time issue reporting

if i was travelling on a smart motorway i would want smart breakdown

https://www.dailymail.co.uk/news/article-9283293/Smart-motorway-death-toll-hits-record-high.html

this is shocking
surely Trakm8 can help improve the situation through the smart breakdown with Aa
some sort of automatic reporting when a car is on a smart motorway
i will write to the Aa tonight

https://brigade-electronics.com/news/

they say dvs has been their busiest time ever

again it cant hurt
plus i dont think will make any difference for the swedes when they buy the products
be interesting to know how that partnership is going
plus any other in europe on the way soon

it certainly cant be a bad thing
London is just the start all major Uk cities will follow so that gives a decent pipeline
in terms of London the work should be there for a while as bound to people who just dont react or will only do something when they get a fine
bound to be follow sales opps as a result.
plus it will save lives as well which is a good thing.
cylcing in london can get pretty hectic
it is also the area it covers = greater london
from Enfield to Croydon
north to south
havering to hillingdon
east to west
£550 a day fine........

https://tfl.gov.uk/info-for/deliveries-in-london/delivering-safely/direct-vision-in-heavy-goods-vehicles

well worth a read £550 per day fine ouch

https://tfl.gov.uk/info-for/deliveries-in-london/delivering-safely/direct-vision-in-heavy-goods-vehicles

further cost due to benefit in h2
plus the supermarket contract fully up and running will be interesting
i am going to try to pick up another 20k over the next couple of months

hi dc2
things seem to be just ticking over on the trades

dvs almost with us
the wait continues but the vacc prog is doing the business
nicely timed for the financial new year

can everyone check my math on the insurance numbers

they do seem to suggest the growth would have been +25%

Pianista
thanks, i would just like that one resolved and then reduce the debt levels.
ns

hsbc does worry me
1st priority

insurance has been the growth driver
so spread over a number of customers
march 2020 168k
sept 183k
up 15k or 9%

then they have worked the 33k out from that
so should have been 216k
increase of 48k
or 28.5% growth
than growth is unlikely to be straight line

hence my interest in current insurance performance a revenue driver

could they get to 225k by year end
then add a net 50%
an outside chance of the 500k which is a game changer

historically there has been a feb trading up

they must know how the year will outturn by now
with p1 to p10 done and p11 underway

that said your previous jw question does suggest we might not get one

obvs keen for an update but it does makes sense if they are waiting for the hsbc overdraft to be resolved

in the hy report
253k
major automotive customer 24k
they stated estimate impact from cv19 33k so if this growth rate can be recovered then builds towards the 500k
hopefully that demand has not been lost forever and has been recovered in h2

then some surge activity as teenagers have been saving cash so they can buy cars as soon as they pass their tests

well looking like mid or feb update

just been reading a few bits and user numbers are critical to the business
i really want to see them hitting 500k + by p12 next year
avg annual rev seems to be in the region of £3.10
so potential for £20m rec rev for 22/23
seems a tall order but the tu should give a view on flightpath
i then expect a surge as lockdown ends and the young people can get on with their lives
plus the instructors will be keen to get back
i know the material demand to take driving tests

500k by this time next year please

253k current
24k major customer
33k demand backlog

310k

190k new required 60k attrition
so 250k new to be on the safe side
brings in another £6m of equip fees approx

connect 200
priced at £25 activation fee
the £5.99 per month
slightly cheaper if you pay for a year up front

one thing i did find interesting is the location of reg users and miles

starts at zero and ticks up to the 253+ looks a new feature
maybe they want to update this at the trading update or are my glasses a bit too rose tinted ????

tfl - all cities and councils are going to need as much cash as they can get

thus i fully except dvs fines will be a cash cow for tfl - it certainly cant hurt trakm8

https://fleetworld.co.uk/new-trakm8-telematics-device-brings-solution-to-rising-grey-fleet-use/

https://www.fleetnews.co.uk/news/car-industry-news/2021/02/08/new-aa-smart-lease-launched-to-help-caz-compliance

i guess they would put this straight onto smart insurance