Hardboy
27 Oct 2017
Re: Upswing Finals are 2 weeks away. I'm putting it down to some people betting on good numbers. It would be nice to think so. but the pre close trading statement didn't look like a lot of growth in sales (less than 10%) though profits may see bigger upswing.
Muzzletoff
27 Oct 2017
Upswing Bit of a revival in the share price of Tracsis recently, though volumes not generally high.Anyone hearing any good news?
Muzzletoff
15 Aug 2017
Re: Pre Close Trading Statement I don't think the Company are keen to draw attention to the fact that H2 was flat in terms of revenue compared to the prior year.Given that the acquisitions of Sep and Ontrac, I believe were due to make an additional contribution in this financial year, it looks like something is underperforming, and we may not gauge what that was until the November full results.This may relate to the longer sales cycles referred to in its Feb trading statement, and may be in to the traditional core business?I guess its not unusual for one cylinder to misfire?
Indiana investor
15 Aug 2017
Re: Pre Close Trading Statement I never understand that Hardboy, I watched that 100000 volume buy and expected some shift in the share price.... do you know how this is so when there were no corresponding sells at that point in time?
Hardboy
14 Aug 2017
Pre Close Trading Statement A reassuring statement, which despite the large volume has had no effect on the share price.
Indiana investor
22 Jul 2017
[link] New contract... rail media perspective very p
valuemanbuyer
19 Jul 2017
Re: Contract Win I know they've been bidding on a record number of contracts so you would expect them to win their fair share . Fingers crossed . £5m FCF on £100m mkt cap seems good value
Hardboy
19 Jul 2017
Re: Contract Win VMB:"The planning software division only has a turnover of c £4m so I suspect that his is v material."Multi million pounds over 4 years, so it should provide that division with around 25% uplift in turnover.
valuemanbuyer
19 Jul 2017
Re: Contract Win Luckily the market looks forward not back . I dont think they would make an RNS for a repeat contract . This must be much larger and more comprehensive.( utilising several of their products )The planning software division only has a turnover of c £4m so I suspect that his is v material. The estimates for ''17 have been managed downwards so I'm exprecting a flat year before a much stronger year next . Remember the contract cycle has a different timeframe from Trcs financial calendar so it is always lumpy .
Muzzletoff
19 Jul 2017
Re: Contract Win Hi HardboyI am probably becoming too cynical, but I half expected a contract announcement if it was likely the year end results would disappoint or be underwhelming. That comes straight out of the playbook for companies on AIM. Some of this contract is a renewal of previous commitments, so I think its hard to say how much of this will benefit future periods significantly. The lack of detail suggests either commercial confidentiality or that perhaps it looks better as headline than it does after full analysis. On the positive side its a future commitment and helps underpin general trading.As the share price has gone up one has to be grateful, I guess pro tem.
Hardboy
19 Jul 2017
Contract Win Much needed announcement this morning. Although no figures are given, the underlying theme to the announcement suggests this could open the door to more juicy contracts.
valuemanbuyer
05 Jun 2017
Re: Market weakening Downgraded earnings expectations and lack of news has led to the weak price . probably priced about right at 14x ex -cash .It will be important to know how the bidding has gone on the tenders out there at the next update even if they're pushed into next year . Need to see earnings growth not stagnation for this to get moving again . I d like to think it will do as the highly cash generative business model can deploy cash into new earnings streams .
Muzzletoff
05 Jun 2017
Market weakening Weak share trading in this stock as ever. Spread is currently 25p, so hard to see that encouraging buying in period of weak sentiment.
Hardboy
04 Jun 2017
Re: Election jitters "The consultancy side might suffer"I doubt it ion the long term. Historically Managers in nationalised industries avoid as much responsibility as possible - any difficult decisions - get consultants in.
valuemanbuyer
03 Jun 2017
Re: Election jitters If so they're wrong . Trcs would not be affected by nationalising the railways . They will still need all the software currently being supplied. The consultancy side might suffer but passenger counting will still be needed . Whoever runs it still needs to know how many get in the trains forndemand /supply .
