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say for example they exit 21/22 so march 22

with 500,000 insurance connects at £3 per month

£1.5m per month or £18m per annum
growth rate towards the magical 1m equals 36m

with minimal increase in costs but we all know the sp
just a case if they can do it
lets see

yes
i will dig out that story about general motors tech and telematics insurance and driver behaviour
really glad they are focussing on fleet
for me it is about volume BEP and contribution
and recurring revenue per customer
which is a key value driver
hence pe taking over the AA
3.2m at 169 pa
bet they want to get that to 5m at 200 pa
through tech and insurance

well looking like a couple of steady days off small buying volumes

roll on 2021

bloomberg

saying it actually held the 16p

off basically 3 days of about 3k share per day buying

the aa have 3.2m members avg rev is £169 per customer
did i see the aa being quoted on the benefits of tech etc
aa should be done and dusted by mid jan
then i think they will crack straight on with the strategy

even a 10% conversion to sb is huge

https://www.trakm8.com/news/changing-gears-trakm8-looks-ahead-to-2021/

how much cash are they making on the 4k per day ??
current markt cap of £31m

directors buys
i think the only one buying would be the new sales director or Penny Seales
the rest invested £700k at 22p
so imagine they are pretty keen to see it above 25p
jw has over 6m shares and the rest of them have some pretty decent holdings
plenty of skin in the game
plus you can read the recent share option either way
a complete bluff
or the need to get them issued before future news
would be my take

potentially a bull market coming of the back off the vaccine

plenty of demand for holidays for those who have retain jobs and just been saving

a director buy would be a nice xmas bonus

i think they have a few days to declare if it is a director

thanks dc
most interesting fact for me ......
AA confirmed they can cut breakdowns by 30%
......so even say the aa converted 50% to sb
then cut their call outs by 15%
that would allow them to aggressively grow their membership base and probably hold the recovery costs
no wonder they bloody want to buy it

another 35k purchase

dc2
thanks will have a look

things have def changed since the hy update
volume above 100k again today

anyone just brought in??

well the more i read on the vaccine the more positive it gets
so as mr cox once sang
things can only get better
so that should be the worst of lockdowns now
the pent up demand will be material
then DVS coming into play and people converted to home shopping on a perm basis
long term road pricing is on the agenda
aa will complete early jan
i had a look at the cash flows
despite cv19 cash outflow was only 124k
with £1.5m still left
2021 will be very different to 2020
brexit will be done and there is a large % of cash to move into UK stocks overall
just a question of if a fund likes the look of trak

thanks

probably another 50 to 60k of pure contribution pa.
with maybe some initial revenue as well to fit the tech.

we have recently brought ev into our fleet

i have not had direct involvement but speaking with the fleet manager charging is a new impact

go to the pump fill up in five minutes now needs to be a carefully planned exercise otherwise it can really cost you time and money

they took a charge of £800k due covid costs inc
bad debts plus cancelled events etc

interesting to see if they update this in H2

plenty of companies have lumped a fair amount into cv19 costs
the news flow has been consistent this year
end of April TU
end of june Fy
sept agm plus TU
End of Nov HY plus update
the messaging has been consistent
move volume again today
so people are buying and selling for whatever reason

agree with your comments

bit of a double hit to both the up and downside

going well FY profit then get a good deal with HSBC
if not the everything just gets more difficult and back to jam tomorrow
not much else to say really i think we all know the score

general volumes seemed to have picked recently

there was a period pre hy were maybe a trade a day

Despite the challenge of cv19 I am pleased to report that the grp adj loss red. by 80% to 0.3m vs py 1.58m
loss before tax reduced 62 % to £0.85m vs py 2.2m

we est. no cv19 that we would have been in profit on both measures.

the new year update will be very interesting see if they can make a fy profit