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i will give a go.

good luck all speak in late nov.

might get a contract update in between and the aa seems to be moving to the end game

anyway roll on late nov and lets see what we get

i read it as by the time we pay out deferred tax due covid ni and vat
then we get 1m back from tge r and d credit
net debt will be 5.4 to 5.9m

the only thing at bit of a concern running down stock level which will have to be replaced (hopefully)

anyway will try to forget all about until nov

net debt at h1 ly was £6.1m

so even 5.9m is reasonable hopefully it will land between but will so as an improving position in the h1 results

if they keep flat for the full year that would be good

ins connections

up 10k at p5

i think they lost about 2.5k in april
may flat
then growth june july august
therefore i can see growth of around 6k per period yr on yr in h2

thanks dc

need something being a trakm8 shareholder feels like some sort of mental punishment regime seeing just how bad news you can but without knowing if there is a reward at the end

plus the point made on aa is really valid

i think the aa has delayed
but if aa get taken out sort debt out then we could see a material acceleration of smart breakdown as part of aa data strat which jw aludes to in his questions and the million connections

reading again this morning

if you assume the fleet connections are a one off hit then with a fair wind 275k connection by yr end is on.

overall orders yr on yr up 9% ytd is great news if the cash follows

not so keen on rev at 7.3m
or the loss of 1m unadjusted

so the full year guidance in november becomes really critical

in theory if they can have a strong h2 then flat rev yr on yr and a small profit would be good

well on balance an ok update

i agree with many of the comments
not out of the woods but maybe with a fair run trakm8 could have a positive h2

next update in about 10 weeks

thanks dc
a good read

yes looking forward to that
thanks for doing the work
usa usa usa usa lol

plus orders now up 9% yr on yr which is supportive of a improving trend and a confirmed number

yes i was hoping for a bit better
interesting they have committed to a late nov update

https://www.londonstockexchange.com/news-article/TRAK/chairman-s-statement/14688748

more wait and see i guess
rev down 18% which is not good
i read it as needing to wait until end of nov
fleet has had a tough time
insurance doing well but not enough to cover the rev loss
who knows what the sp will do

when you say revenue will have fallen behind are you expecting a reduction yr on yr??

h1 rev call it 9m
p1 and 2 down 27% = thus i assume a red of 215k ish
i am hopeful a return to growth in p3 4 5 the growth in insurance was very positive plus the two ins contracts

if scandi has started selling then great

we also have a good chuck of p6 that they will understand.

worth looking at hy 2019 to fy 2019 as also expect another positive movement in net debt

trading updated and agm this week hopefully
then not long to early dec for hy results and further trading update
so potentially lots happening before xmas

good stuff that he replied is a good sign

going to be a long wait to 0700 thursday morning

thanks for doing

this time next week

someone has picked up those shares

next week should be interesting

has been a long road lets hope for some positive news

couple from me

are you looking at usa for a partnership agreement??

do you expect to recieve revenues from any patents in the next 24 months?

thanks

hi all

well looks like trakm8 not bust yet

no my holidays (uk based) took some time to read best served cold

a great business read

anyway Iceland and the other supermarkets are recruiting drivers like it is going out of fashion

hence the iceland contract upgrade might be worth a bit more than we are assuming. the work on chilled electric vans is very interesting. please read the iceland book .

anyway what have missed and did i see to 50k purchases go through late Friday.
well we really into danger zone now. good luck all.

i need four new tent poles after storm frances lol