Biscuit Barrell
14 Jun 2016
Re: Big decline today No they don't. They suggest nervousness in the market around UK stocks because of Brexit fears.
yinvester
14 Jun 2016
Re: Big decline today hope so to get recovery in sp..big declines are suggest some inside knowledge is leaking..
gutlessyogi
14 Jun 2016
Re: Big decline today Very poor. There should be an RNS even if to say don't know any reason why. Could TRAK be a t/o target?
yinvester
03 Jun 2016
Big decline today don't know if this will recover again. the SP has effectively tanked since the acquisition.. Its been a huge decline this week WITHOUT any news. they should give an update to the market.seems like its a prelude to some bad news suggesting inside trading. i have seen similar unexplained drops elsewhere before the bad news.
zulu principle2
02 Apr 2016
trading update Had an email from company and trading update will be around 26th A
zulu principle2
01 Apr 2016
Re: Thoughts on Trakm8 Holdings For me im in the Bull camp. Valuation for 2017 is good. PER of 15.6 and Peg of 0.33Continual eps upgrades during year and seems to exceed these.Good products in a boyant sector.Good management.For me the only qurstion is how well has the recent acquisition beded in.Im expecting a trading statement soon is last year is anything to go by.Good luck
staffai
31 Mar 2016
Re: Thoughts on Trakm8 Holdings i think we should all just sit tight and stay quiet .rampers and derampers only cause pain ...
mcescher
30 Mar 2016
Thoughts on Trakm8 Holdings Apparently 74% EPS growth next year on here: [link]
staffai
24 Feb 2016
Re: 200dma cassash looking at the chart your way off the mark has your crystal ball run out of chargeRE ....200dma just about to be broken to the downside, just looked at chart, i am thinking 155p short term. any thoughts?
pharmaspecialist
11 Feb 2016
Re: 200dma I guess some profit taking is to be expected with the market being so jittery.
cassash
11 Feb 2016
200dma 200dma just about to be broken to the downside, just looked at chart, i am thinking 155p short term. any thoughts?
yinvester
11 Feb 2016
10% down 10% down on low volume.. MM marking it down. any insight?
paccamac
02 Feb 2016
Re: Share price movement zuluMy point here is that regardless of Trakm8's ability to turn RM around I don't think this was factored into the current Finncap forecasts at the time of writing.When asked by PS in the interview Watkins says that the rev rec for RM will change to be on a more conservative basis. This must mean RM will be loss making and cash consumptive this year and next given the current debtor book is enormous. However, I don't see this adjusted in the forward forecasts which either means it wasn't assumed at the time these were put together by Finncap OR the underlying business or TRAK is going to perform so amazingly well it will paint over the considerable hole of RM.Personally, I reckon that Finncap took the RM numbers at face value so the forecasts are well overcooked and if that's the case they are going to materially miss forecasts.
Gus1065
31 Jan 2016
Re: Share price movement Hi Psyche - can't immediately reconcile the reference. It might be an idea to contact John Watkins or James Hedges (FD) directly and ask the question. Interested to hear their response. The contact e-mail address is:- [email protected].
zulu principle2
29 Jan 2016
Re: Share price movement I'm not mocking TW I think he raises good points and should not be dismissed. I think his stance on QPP was brilliant.. For me I happy with my investment here. I accept Route Monkey accounting showed the company doing better than it was. I don't think that will continue and the management of Trakm8 and I believe they can turn RM around.If you don't think they can don't invest and move on there are lots of good companies out there and valuations have dropped because of the recent market weakness
