zulu principle2
06 Jul 2015
Re: Results Monday 6th July All looks good ahead of expectations since start of new year. I want a few more so hope its only a modest rise this morning. Markets will be choppy until greece is sorted which could be a wh
zulu principle2
05 Jul 2015
Re: Results Monday 6th July could be a blood bath tomorrow if Greece says NO and get kicked out of Euro.Markets always over react.If the results do beat forecast and they do drop because of Greece then would be a good buying opportunity here and others on my watchlist
deepsleeves
28 Jun 2015
Re: Results Monday 6th July Zulu P2Like you I am happy to hold but I would expect a more significant increase in EPS from organic growth as the recent acquisition of DCS should add 2p/share less any interest charge on the additional borrowing based on the reported figuresDeep
zulu principle2
27 Jun 2015
Results Monday 6th July The April Trading statement (below) was very good so I'm confident there wont be any nasty surprises. The outlook for the new financial year continues to be positive. Recent contract wins and the continuous increase in devices reporting to our servers means that the Group expects to achieve another strong trading performance in the new financial year. The Board now expect revenue for the new financial year ending 31 March 2016 to be ahead of its previous expectations, with profits also comfortably ahead of previous expectations.The forecast EPS is 5.7p so anything above that will be good.Based on £1.75p2015 EPS Forecast 5.70 EPS Growth 56.2% PER 30.7 PEG 0.552016 EPS Forecast 10.30 EPS Growth 80.7% PER 17.0 PEG 0.212015 Valuation VERY VERY High at a PER 30.7, but 2015 is over so I concentrate on the future2016 is not cheap either at a PER of 17 but forecast growth of 80.7% giving a PEG of 0.21 is good so I'm not too worried about the PER of 17.Back in July 2014 the forecasts EPS for 2016 was 8p. Since them there have been regular upgrades and the EPS forecast is now 10.3p that's a 29% increase. So I would not be surprised to see further upgrades which will bring the PER down from 17.The 2017 EPS forecast below are my complete GUESS and not based nothing else. 2017 EPS Forecast 12.35p EPS Growth 19.9% PER 14.2 PEG 0.71When 2015 results come out then we will see broker forecasts for 2017 and if they come out around 12.35p then a foreward PER of 14.2 looks great to me. I'm confident that the forecasts could be well above 12.35pOn 6th July if the outlook statement is bullish and we get 2016 broker eps upgrades we could see a nice rise in the share price.If we don't get any 2016 upgrades then I wont be surprised if there is some profit taking which to me will be a buying opportunity in my opinion. For me that's a win win either wayTo those who do sell well done on a tidy profit.
AndyRB
26 Jun 2015
Re: few sellers Your dead right the best long term aim shares seem to have very quiet bulletin boards , I'm not sure about the house but I've got a decent car riding on this!
staffai
24 Jun 2015
few sellers there are few sellers and no stupid rampersi may wish i had put my house on this.
deepsleeves
17 Jun 2015
Re: more to come? Seems that the markets have decided that the latest acquisition is a good deal after allDeep
old grouser
17 Jun 2015
Re: more to come? Zulu,'Ride your winners', I think
zulu principle2
20 May 2015
Re: more to come? I also want to see how the start of the year has begun. Also there has been no selling from directors or institutions since 2013. Check this as I only had a quick look.So if directors or institutions are not selling I'm in no hurry to.With the 2016 PER of 16 or 17 and a PEG 0.3 I'm happy with that valuation. When 2017 forecasts come out if the eps growth is 15-20% I will hold. Less than that I may think of reducingWhats the expression "run your winners"But if you do sell at these levels then well done you have made a good profit. If you buy now don't panic if its drops a bit.
zulu principle2
20 May 2015
Re: more to come? Its had an excellent 6 weeks up 30%+ and 90% since January I think.May come under more profit taking short term. I never successfully time the market so I'm going to stick with it but if another opportunity with a lower PER comes along then I may reduce slightly.
staffai
20 May 2015
Re: more to come? not today sad to say.
zulu principle2
18 May 2015
more to come? I still think there is a lot more to come.2015 is over so we will soon be concentrating on 2016 which I think is very reasonably rated with a PER of 16 and a PEG of 0.272015 EPS Forecast 5.7 EPS Growth 56.2% PER 19.5 PEG 0.35 2016 EPS Forecast 9.1 EPS Growth 59.6% PER 16.0 PEG 0.27Ive not seen any forecasts for 2017 has anyone els
tiggerman1
29 Apr 2015
EU mandatory Black Boxes ...will have to be fitted to all motor vehicles by 2018. An article in the D Telegraph ( p 11 ) today sums it all up. It should be a good boost for the telematics trade. It does however stir reactions from the human rights and data protection brigade, despite auto calls to the rescue services saving 100's, 1000's , of lives through quicker response times.Me,... it is one EU regulation I am all in favour of .
staffai
23 Apr 2015
Re: RNS today unfounded fear.maybe
II Editor
23 Apr 2015
NEW ARTICLE: High-flying Trakm8 does it again "After a bullish half-year update in December, telematics and data provider LSE:TRAK:Trakm8 still traded on modest valuation multiples and a re-rating looked inevitable. We suggested the surge in its share price to 74p "may be just the start". It ..."[link]
