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Well it's certainly not bad news

Sainsbury doing really well at the moment and they would not commit to trakm8 unless they had total confidence in the product

To much at risk for them in terms of pr Christmas orders etc

So this is probably a bigger vote of confidence than it appears not just oh we'll have this for another two years

Plus think waitrose already selling out of online delivery slots

Hi all

Seems to be a bit cross over whereby you can order your Iceland food on amazon

Plus then trakm8 liking a few Morrison bits on LinkedIn

Amazon have invested in Morrison

Run on of the largest delivery fleets in the UK

Know to be very tough to negotiate with

So 2+2+2= 66????

The feedback from eurocell is very interesting

The single platform usp

Very positive when have taken a look at others

Budget on 30th Oct

Labour already being told to back away from non dom changes

They need to pull a few rabbits from the bag

Petrol falling so will feed through to low inflation

Cut interest rates

They badly need to be pro growth and business or the tax take will take another hit

Have now gone live with their 65 plus product

Then interesting reading their reviews

People tend to go angry from Manchester when they get cancelled for a speeding event

My thinking this must filter through to a best in class loss percentage which Richard King has quote before therefore proves out the case for insurance telemactics

When I say interesting from a person who is invested in trakm8

It's worth look at the first line of the statement

I am a bit more positive

Contract still possible/likely

Insurance market difficult I understand that but likely to improve

No cash issues

Recent LinkedIn talk is positive and people mention a big h2

Have a good weekend all

Catch up next Thursday

I think the wider market is waiting to understand what tax tree they are going to shake done next

I am hearing the treasury is looking at a breathing tax

So my view on the update

Insurance market slow progress but slight improvement

No update on the contract

Hard to predict fy and will be dependent on h2

Board hopeful on improving trends

Could the contract be with his kings gov ???

How big can the contract be etc????

All very odd

Yes interesting one this one

Usually pre contracts get signed etc

Well someone has taken the polish to annual report

As my old boss used to say polishing a turd

All good points

They continue to invest real cash into the business both Watkins and raza to protect their % stake

British industry needs more success stories let hope and pray (I am praying) that trak can be one

Plus I am still waiting for andios or whatever they are called to launch .....

Ticker seem to be going well

Sept to Dec will be interesting will the labour gov looking to make an impact

Not sure what to make of it all really

Either to be a great buy or the final last days

Market cap now 3/4m

They just need to make £5m cash per year and we are in business

With a valuation around 50 to 75m based on rate of growth

Maybe the labour party with announce compulsory telemachus insurance that the point at I wake up

Trakm8 does not appear to have impact Ted by the it issues

Must be a good thing

Update must be next week

The government do need a plan to get the stock market going generally

Think there are few positive Marco conditions that might help the trakm8 sp if they can deliver an upward trend ,these are :-

Labour win provides stability

Appear to be pro growth

Interest rates should come down

The above could support inward capital flows for the under valued and unloved UK small cap market

Add that together with an improvement in trakm8 actuals and there is potential

Fingers crossed

The deal with the insurance group was the major news for me

In terms of the contract the Iceland performance shows how trakm8 can improve delivery and fleet efficiency

Peak everyone is now planning for peak 2024

So you want the contract and tech in place to get a decent return during peak or miss an opportunity

I actually think it will come with the full year results

I

Seems to deliberately positive and steady drum beat ahead of the full year

Priced at zero so a good q1 update and contract

The forecast for this year could firm up nicely

This isn't the contract

I think but a contract

So iceland is a decent scale

So who could the contract be with ???