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interesting

dc thanks

i need to read a gm article about telem insurance and driver behaviour

i will send a link once i have read it

going back to the cost i will look at what costs did h1 to h2 last year

easyjet arent cheap
i forgot to check a bag in once
christ
ryanair have the best load factors in the game
they will have few headline offers
just a very efficient business model in normal times with a very new efficient fleet

ML cant lose really
JW knows there will be consolidation in the industry and ML have first dibs on Trakm8
Razza wants it
but Jw will want a good price

just reading the report
the underlying cost reduction is very impressive
from 6.3m to 4.7m
the flowthrough impact to h2 will be very interesting
interesting qualtrix arent in the insurance market
driving lessons and test back up and running which is a boost

as i have said before
bit like sky and amazon prime
you make the offer so good you retain customers
then grow the customer base and value per customer
the patrols are at the heart of the brand and the men and women staff them
very nice man and all that
we have it
wife has used them a couple times of the year
and not worth messing around when family involved etc
we have other good products with them
i have a bymiles track so sb not an option for me
bymiles are great lowest month has been £3
pretty sure the aa will launch a pay as you go insurance policy asap
ingenie reviews keep coming
mr mouse sorry they think you are me in advfn
there can be only one no sugar - the world is sweet enough
bloomberg say it is trying to nudge up
i have asked about the upgrades to the rh600 will let you know
i will be drinking red wine and playing poker on Saturday night
have a good weekend all
ps there are still big risks in the stock but another week still i business

the aa takeover docs are worth a read
will be done and dusted in Jan 2021
they are long standing hedge funds
focus on getting more out of the brand
insurance is a key area
plus interesting they quote the driving schools as opportunity
enabled through tech
interesting value chain you could create
teach you drive
sell you a car on finance
insure said car black box offering
breakdown inc
simple monthly payment
repair and servicing inc.
bolt on holiday ins .... etc etc etc

https://www.trakm8.com/career/corporate-sales-manager

https://www.trakm8.com/?creative&keyword=trakm8&matchtype=e&network=s&device=m&msclkid=5898e116e9911afff8cfbed613ca8b89&utm_source=bing&utm_medium=cpc&utm_campaign=2019%2F20%20Bing%20Ads%20-%20Brand&utm_term=trakm8&utm_content=Exact

another sales job pretty sure it wasnt there last week

the TCv and Acv of 1.5m and 0.5m is interesting to note

well that looks like all the reaction from the hy results done and dusted
not expecting anything till the new year now

the free benchmarking is a nice hook
a very professional promotion.
plus they are doing very clever stuff with iceland around ev and drop point detail and vehicle weight route ordering

Route monkey
they paid £8m for it years ago
that investment could start paying off
high margin activity

mm

i think 50p would be a fair valuation at the point in time if the hsbc agreement is confirmed before the year end.

i hearing people being offered the vac in Dec so I think cv19 is on the way out. thus things could and will be very interesting in q4.

the gamechanger from me is when we get fy guidance and then can plot through into 21/22.

a fy profit this year would be a huge boost.

boom boom

doofus you are number 99

i reckon another 80 needed at this rate

bl9omberg saying 19.6p

now showing 18p on Bloomberg

i reckon that is 2 of 98 investors required
might hold a 10% increase when the market closes tends to correct a bit
i will take 10%

it really doesnt take much to move this stock

100 investors buying £5k each would make things very interesting

PE will want to get the AA pumping

the guy running is doing a great job - they have already launched a black friday sale
they see the aa a huge cash cow opportunity
think of it like amazon prime it will have so many bolts on you would be crazy to get rid of it for you£300 per year
breakdown
car insurance - pay by the mile
home insurance
bike insurance
travel insurance
car finance and loans
such a strong brand the reselling ops are huge
tech will be at the heart of this - i firmly believe the aa news is far more important than the trakm8 hy results
in terms of tsx i read it as both cancel each other out
in terms of current market cap trakm8 is priced to fail or has already gone bust
DVS could be a real boost q4 into q1 esp with the rh600 upgrades - i would like to understand what they are
important debt is resolved with hsbc
cv19 is over - just need to get through next three months
despite the world collapsing they still managed to grow the base even with a different mix that us not bad given the situation
q4 tail will have a nice yr on yr benefit which will bump up the metrics
the h1 yr on yr could be truely game changing
fy profit 21/22 i estimate between £3 to £5m
you can all buy be a beer when in comes in
in the pub BOOM

dc

thanks for taking the time to respond and insight

both the good and the bad

the aa is a great deal for the new owners at 35 p
sorry if anyone has lost cash
pe will have a clear strategy and i think the current ceo will be full steam ahead on the strategy
insurance and tech will be central to it
but given we have and are going through the worst ecomonic crisis since ww2 then there a few rays of light

next update in mid late feb is my guess

agree with those comments a bit of jam tomorrow

sp nudging upwards

plus i would say the current sp basically assumes the company has failed and gone to the wall
so that basis it is overall a relatively good rns

ie we are not bust and potential for material upside

ingenie charge 35 quid non refundable per device
reviews keep racking up

potentially the bigger news of the aa looks set to be taken private at 35p per share.

once private then in my opinion they will make smart bd standard as part of their core offer
so looking like an interesting day overall