Member Info for Nosugar

yes i agree
all i would say i that i anyone who wanted to sell is probably long gone.
so any sort of buying interesting....

bit of volume

aa this Friday could be good 45k units by Sept 2020 only 5k deployed at end of march.

think they will want a offer for nhs staff.

cblis loan scheme there is a note about acc losses vs capital can anyone update the re finance would be a material step

reviews for ingenie and bymiles coming through faster than my model expected

all good feedback know

i have to be more positive because otherwise i made a really bad decision and that will really cost me.

i checked the recurring revenue and that is steady across the year and growing even if by a small %.

in terms of cash
they took the cash from Ml must have been painful. i just cant see Jw wantinh to dilute.

then working cap loan recent.

£600k saving from furlough

cblis scheme could take a material level of uncertainity away plus gov keen to be seen to supporting brit business but guessing small print is the issue.

the opti comes in at least £30 per month so if the scheme can attract new customers then cash flow will come quickly

but like i say i have to be positive because i am effectively all in and waiting to see the flop.

i need a drink lol

who are WTG?

yes they are certainly having a go.

i have been surprised at the rate ingenie reviews are coming through. they are a bit more varied in marking than bymiles.

bymiles reviews continue - the £15m will come into play soon if not already.

wonder if they will give a Q1 connection number or make us wait to half year.

another week and not out of business yet. few days closer to my last purchase

does anyone spreadbet etc???

well if the rns is good at 0700 and you have cash ready you should be easily able to get in at 20p on the day

if it is bad then right call

will take a few days to get on the radar and rampers to turn up

who did burning ring of fire??

thats what i will have if this goes down the pan

Morning all

I like the term, they can either be really good (finding the gold) or really bad and you end up killing yourself.

That is pretty much where I am at the at moment. Just not sure which way it is going to go.

so what happens next......

Covid 19 - operational impact should be reducing now in terms of fitting etc.

Furloughed staff - what happens

final results - early july ???

end of q1 connections???

supermarket contract

business loan scheme??

free opti offer did it work??

full year guidance???

one last top up for me will be early July to complete my holding

Globally there is a huge amount of cash waiting to come back into shares.

Fund managers will be looking at their allocations and looking for investments.

On a general level they will be looking at the world post COVID. will the business or has survived. What are the growth prospects etc.

companies that will tick all the boxes will be in short supply and probably carry a price premuim.

trak is really small so most fund managers wont even look at it but people will be scanning where to put investors money.

thus will only take a few positive news updates etc

plus the business does have a track record and explainable story....the volumes are so thin one investor or a bit of an inflow could change the game.
hope that makes sense.....

yes that is the AA.
they have already soft launched young driver insurance

will be launching a telematic insurance in due course using tech supplied by .......

forget the % but a low number of aa members have aa insurance products huge growth potential for them
thus creating a higher user value which they can refinance against in coming years

plus aa are committed to 45k units by Sept.

more importantly the £0.6m would be recurring.
then what is the margin on the 0.6m
as with data companies once you get past the bep the cost inflation isnt there.

my view is that they should be aiming for profits in 21/22 of £5m

the current market cap of £7m basically prices as a company that will fail , it might.

I want it to succeed and by the end of h1 we will know.

use a pe x15
bymiles reviews a coming fast

my view 68 you are certainly considering an exit strategy. sure there are always exceptions to the rule and i have no knowledge of JW he might be the fittest sharpest 68 yr about. most blokes i know from golf who are 70 plus have some sort of issue.
so my general point is in the next two to three years he will want the kpi in good shape after the years of getting to this point.
therefore i think they will be looking at very strong exit into 21/22.
then the brokers can forecast eps etc. time will tell

https://www.insurancetimes.co.uk/news/by-miles-unveils-post-funding-growth-plans-as-policy-sales-soar/1433516.article

how old is jw pretty sure he will want to exit on a positive and bag some cash??

plus mircolise still i the background

how old is jw pretty sure he will want to exit on a positive and bag some cash??

plus mircolise still i the background

i have a trakm8 ic article from 2016
which confirms you long suffering comments
i feel your pain....i am positive because i am seeking to confirm my decision which is a dangerous game but hay ho
good to know at least a few of us out there
if new people start posting that could be a sign
plus volumes so thin it could move quickly either way as it has done

good thing about sainsbury the guy taking over mr roberts is the person who has being involved with argos and sainsbury intergration.

so likely to be aware always risk when you get a new person they put a block on everything.

time will tell.....

plus very interesting article from lexis nexus/forbes on the american market