RNS today With today's RNS being so positive what was the reason for the sudden fall yesterday?
Re: Investors Chronicle tip nice and quiet this one .
Re: Investors Chronicle tip Mr 5%So why do you believe TRAK can increase profit 6 fold from YE March 14?Deep
Investors Chronicle tip Todays rise from IC (Simon Thompson) tip posted circa midday today.Extract:I feel strongly that an imminent chart break-out is on the cards, so rate Trakm8's shares a buy now on a bid offer spread of 90p to 92p. My fair value target price is 120p, or the equivalent of 15 times' fiscal 2016 earnings estimates.
TA In addition to the fundamentals, mentioned on recent posts, the TA helped with my buying decision. I also agree that a sideways move (or gentle retracement) is quite likely, unless there are further large contracts awarded.One aspect that I like is the fact that there are (relatively) few shares issued. If, at a later date, the Co. issues (or places) shares - say to fund further expansion, then we are still not looking at a "penny share". The opposite point of view is that with such a low number of shares, it isn't going to be on the radar of institutions, so any buying pressure is going to have to come from us PI's.Good Luck to all,Starchaser2
Re: Big rise this week Sorry - I made the mistake of taking ii's Fundamentals analysis at first sight!EPS in last 6 months was 2.48p, so if you double that for 12 months to 5p, and divide that into current SP (90p) you get a P/E of 18. If you take a bullish forward estimate of EPS it will be lower of course.I agree that with a P/E of 18 the SP may have a bit further to run yet. In my experience of small cap shares, the price will then decline as TRAK fades from investors' consciousness - until the next results come out.
Re: Big rise this week Brown Bull one of us is looking at the wrong figures how do you have a PER of 42Based on Fincaps forecast at a price of 85p2015 EPS Forecast 5.70 EPS Growth 56.2% PER 14.9 PEG 0.27 2015 EPS Forecast 8.00 EPS Growth 40.4% PER 10.6 PEG 0.26 things I look for when buying a share, I tripled my holding today4 years of continual growth, can be a combination of historic & forecast growth YesLow Forecast PER (<16) & PEG (<0.7) and good EPS Growth (>15%) YesBelow are based on 2014 ResultsPositive 1 Year Relative Strength - YesPositive 1 Month Relative Strength - YesROCE of 20% - Yes 20%Profit Margin of over 7.5% - Yes 9.4%Cashflow Per Share greater than EPS around 1.3 - Yes 1.55Low Gearing Yes -12% Director Share holding >10% - Yes 44%Quick ratio of > 1.0 but preferably >1.5 Yes just at 1.12Dividend Yield (a nice to have) forecast No
Re: Big rise this week The less discussion on the boards the better so please don't encourage it! You only have look at QPP to see how too much hype hereabouts can lead to disaster.
Big rise this week I bought into this at 72p back in October and was beginning to think my judgment was awry as I watched it fall to 64p.However this week's results have resulted in a ~25% rise in the share price. Vindicated!As the P/E is now 42, I think the rise may well peter out soon, so I can't rank it above a Weak Buy.Looking forward however to the next results in 6 months. Perhaps there will be more discussion then on this board, which seems to have slept through this week!
NEW ARTICLE: Trakm8 surge may be just the start "LSE:TRAK:Trakm8's acquisition of BOX Telematics last year was a smart move. It helped the telematics and data provider consolidate its existing technical and software expertise with BOX's manufacturing operation. And these half-year results, the ..."[link]