RE: Microlise CEO buy11 Jul 2019 19:27
It is a clear marker.
Everyone knows there will be consolidation i the sector, just a case of who will be left.
The r and d investment is critical and valuable. Chatting to a hybrid owner who unable to find a reasonable charging point in cornwall so ended up using petrol the whole time he was down. As he did not fancy melting his extension cable. Routemonkey could play a role in charging point deployment. Then throw in trakm8 data on vehicle markets and a potential nice sideline. Trakm8 will be collecting huge volumes of data, which can be monetised.
Then the core product which is good. Every commercial fleet must be tracked these days if not you lose commercial advantage in pricing.
So the flow impact of h2 on 2020 could be material. Two major contracts in the bag.
Aa starting in h2. Period 12 exit could be very interesting and microlise guy knows it.
Make your own decisions as losing money is painful and these small companies are high risk.
Good luck all and come on england.