Member Info for Nosugar

Happy with today's performance
Same again tomorrow would be good
Seems to be net buying at the moment about 10k today
25p by the end of April possible

Plus good point
Will only take few investors who want in to move the stock

Buyers from the cap market day prob take time to complete due diligence
But they would be looking to invest a decent amount
100k rather than 10k for example

31 million registered cars in the UK

Can't wait for the next update to see if we are over 400k connections yet
Ticker appear to be performing well have a good product looking at the number of reviews that are coming through
Over 400k by the end of q1 would change the flightpath for the rest of the year

More volume today
Bloomberg showing down
See where we end up at end of April
Making cash everyday now

Volumes of shares traded seems to be up consistently now

20p not that far away now

It is another piece in the puzzle

We have delivered as per the plan therefore we are on to deliver this year forecast

So if trakm8 valued at 3.6 ev/ebitda on fy24

What ml on the same valuation???

Thanks very interesting
Well after a long period of not much things certainly appear to be happening
I also note from the capital markets day they are looking at European option
Any foreign currency would be great considering the state of the pound

I am guessing next update will be mid May

Confirm full year outturn and give a view on P1

Views??

Good point so 1m straight off the debt position

What % would it take them to
30% before they are required to make a formal bid

These are from the broker forecast
So yes any upgrade will be positive
But the reason for my post is that I do expect to start seeing numbers for 24/25 soon which could be very interesting

So potentially we now have
A business that is cash flow positive
Material recurring and growing revenue
Profitable
Reducing debt
Potentially undervalued

Afternoon everyone
Sorry I have missed a busy week but I have been out the country

So my views as follows

The rns confirm the software contracts have come in as planned
I assume the actual results will be 0.3m adj put rev 21m
Connection around the 350k mark
So they will firm up this year and if they are on trak for 2m adj pbt that would be good

But the main reason for the post is we should soon expect a forecast for 24/25

So here is my guess

Rev 30m
Adj pbt 3m
Connection 750k exit rate

Well that is pretty much it.

Can't say it hasn't been eventful.

With Easter and the May Bank Holidays Q1 will fly by.

I renewed my car insurance last week I did note an increased number of telematic policies being offered in go compare

Plus ticker do seem to be doing really well.

I would rather wait for news now finish the full year and update in April or May

Ml already up plusx5%

https://www.thetimes.co.uk/article/share-tip-microlise-could-be-a-growth-juggernaut-j9s5fjf50

https://www.thetimes.co.uk/article/share-tip-microlise-could-be-a-growth-juggernaut-j9s5fjf50

This could be big .....

Don't worry about that article
Computer generated etc

A fair amount of volume today and held at 17p

It is on the way
Trakm8 could be a major winner from this and already approved to work the UK gov

https://cities-today.com/london-mayor-calls-for-pay-per-mile-driving-charge/

This will happen.
Everyday it gets worse for the government and tax take from petrol and diesel
The £28 to £35 bn needs to be replaced quickly

I was impressed
Why did they do it??? To say to the market we are in good shape and well placed

Check out our current market cap

Then the key quote we are in excess of 318 connections
I assume this must be an end of Jan position
So puts them on trak for the 364kexit target

Start your engines

Must be on the cards

Decent update and software renewal could be a push to 35p