David123456
20 Jan 2016
Share price movement Looks like we have Tom Winnifrith's public encouragement to short the stock to thank for today's battering... That together with the SWF sell-off chatter....
dotlink
20 Jan 2016
20% down is taking the p*$$, theres something wrong with the co that we don't know, if 5% down i be ok with that and hold like the rest of the market, i sold at a loss before it tank even more
cassash
20 Jan 2016
Re: chart if 268 breaks then next stop 250ish, after that back down to 200 dma at around 200p
shovelier
18 Jan 2016
Re: Buying opportunity? Well hopefully they can use their authority and influence to put the situation right and show that it's a worthwhile acquisition....if it is. Presumably they thought so and they've been doing ok so far.
staffai
18 Jan 2016
Re: Buying opportunity?packermaca packermak ,,,,,thanks the results i find at company house are a year old plus hope things are somewhat better now.
paccamac
18 Jan 2016
Re: Buying opportunity? Fair enough. The company they bought recently have absolutely awful accounts. Massive amounts of accrued revenue and a debtor book that is equivalent to a whole year's trading.In other words, the revenue they are booking early is never getting paid (Quindell anyone...?) so the 'profits' claimed have never actually materialised as cash.Don't take my word for it and look for yourself at companies house. In cashflow terms this business is a train wreck but I'm more concerned about the quality, or lack of, stated revenue.
staffai
16 Jan 2016
my thought. as with all in the transport sector,, people in search of economy of operations safety and security will be ever searching to better their record...on past form this company should do well if we are in an economic downtrend
zulu principle2
15 Jan 2016
No need to panic If the market has a sell off for whatever reason then Trakm8 will drop and so will everything else. I bit of a correction is healthy even if it is a bit nerve racking when you go through it. I don't think we are heading for a recession just a period slower growth.2016 PER is high at 26 but 2016 is nearly over so we will be looking at 2017 valuation which gives a PER of 17.6. That could be considered high but look at the PEG 0.35. Taking that into account the valuation is pretty good.2016 EPS Forecast 11.30p EPS Growth 106.2% PER 26.5 PEG 0.25 2017 EPS Forecast 17.00p EPS Growth 50.4% PER 17.6 PEG 0.35 At the beginning of the 2016 financial year the EPS was 8p. That has been revised up during the year to 11.3p that's a 41% increase. 2017 forecasts have also been revised up by 6.9%.Those are facts. Do I see further increases yes I do but that's just my opinion/guess.ROCE 28%, Margins are 10%, Gearing was negative which are all good and again facts not ramps.In the 2015 figures the only negative is that cashflow per share was less than EPS and no dividend.Nov 2015 Hargreave sold about £135,000 of shares. This is a trivial amount so no institutions selling recently. FactDirectors own 36% of the company. That's a great holding. No selling from them either. FactDecember contract extension with AA - FactOctober won major US contract - FactProposed acquisition of Route Monkey. The management of Trakm8 seem to be running a great company with a good product so my guess/opinion is that they have done their homework on Route Monkey and must be confident it will be a good fit.I'm confident that Trakm8's share price will go up baring a market correction.The time to sell was at £3.80 not now at £3. I did but bought back in too soon just after they the US deal. Topped up £15k on Wednesday and £10k yesterday. All of which are in a small profit.Warren Buffett said “Be Fearful When Others Are Greedy and Greedy When Others Are Fearful”. I think you could say now people are being fearful"It's far better to buy a wonderful company at a fair price than a fair company at a wonderful price" Warren Buffett. PER of 17 and a PEG of 0.35 seems like a fair valuation (not a bargain a PER of 10 would be a bargain). Is it a wonderful company? 2013 Earnings grew 14%2014 Earnings grew 356%2015 Earnings grew 50%2016 Earnings should grow by 110%2017 Earnings forecast to grow 48%Is this a wonderful company? You decid
staffai
15 Jan 2016
Re: Buying opportunity? packamac please why be vague when you have a point to put over ?come on speak up....
paccamac
14 Jan 2016
Re: Buying opportunity? I think you should take a good hard look at the accounts of their latest acquisition before taking a view....
zulu principle2
13 Jan 2016
Re: Buying opportunity? Yes to me looks like a great opportunity. Bought a few myself but not huge amounts. Foreward pe below 17 peg 0.33
kevlarr bandini
13 Jan 2016
Re: Buying opportunity? Yes a buying opportunity. This fall looks well over done and could be partly as a result of private investors selling to invest in other shares that may be on new year Nap lists. As you say, institutinal support at 333p. Recent news flow, contract wins, deal with the AA etc all suggest a higher share price medium to long term.
cassash
13 Jan 2016
chart chart says if 268p if this dosent hold next stop 240p isn
AndyRB
13 Jan 2016
Buying opportunity? Placing oversubscribed at 333 yet the share price is plunging any ideas why ?
Brown Bull
11 Jan 2016
Re: three of the best Burford Capital, Bilby, and EMIS all did nicely for me in 2015, and IMO are set to repeat their performance in 2016.
