The developer, supplier and aggregator of resource optimisation, data capture and reporting technologies to the transport industries has provided more detail to its previous announcement of 1st June 2012, with results for the year ending 31st July 2012 now expected to significantly exceed current market expectations.
http://www.investorschampion.com/research/company/tracsis-plc

Tracsis: WH Ireland ups target price from 400p to 445p and keeps a buy recommendation.

Looking good, shame I haven't got any shares!

Buy 15 when you win the ftse comp this month. :-))

Good idea DC! :o)

MIDAS SHARE TIPS: Software firm Tracsis could be ticket to rapid returns

By Joanne Hart, Financial Mail on Sunday

Published: 22:07, 15 November 2014 | Updated: 22:07, 15 November 2014
Rail journeys can be long, frustrating and uncomfortable so commuters frequently bemoan the state of Britain’s railways, the trains that run on them and the cost of tickets.

Tracsis is helping to change this by making rail travel safer and more efficient. The company works with Network Rail and most of the major train operators and the shares, at 365p, should deliver rewards.

Most train firms run hugely complex operations with thousands of staff and rolling stock in numerous places at any one time. There are 28 train operators in Britain, as well as Network Rail, which owns and manages the tracks, signals, level crossings and other infrastructure.



On track: Tracsis, run byJohn McArthur, helps rail firms plan timetables


Several hundred thousand people are employed in the industry and the number of train drivers alone amounts to more than 40,000. Making sure trains are in the right place at the right time and that there are sufficient people to staff them can be extremely challenging. Drivers, for example, will make several journeys a day, so if one of them starts a shift late, the knock-on effects can permeate an entire network.

Tracsis provides train operators with software that helps them to create more effective timetables, allowing slack in the system where necessary and ensuring that there are extra staff at stations at busy times.

The company also provides operators with data and technical information to help them submit franchise bids. It works with several of the biggest firms and, because it provides technical information, it often helps different companies bid for the same franchise. The division is growing fast, particularly as seven franchises are up for renewal or extension next year and a further seven by 2019.

Tracsis has a long-standing relationship with Network Rail, too, providing information on signals, electrical points and level crossings. The company’s technology automatically alerts Network Rail if these vital functions are not performing as they should.

The system operates in real time and is designed to enhance safety and cut delays, enabling Network Rail to address electrical issues before they become major problems.

Last year, Tracsis began working with one of America’s biggest railway groups, which manages more track than Network Rail. The US firm is evaluating the Tracsis technology and the initial signs are promising. Chief executive John McArthur hopes to sell his early-warning system to other large railway firms in North America.

In an attempt to branch out from rail, McArthur bought data monitoring firm Sky High in April 2013.

The business analyses people and vehicles at popular events and crowded motorways and provides advice to operators about how to minimise queues and traffic.

The group has now been fully integrated into Tracsis and recently worked for the Commonwealth Games, using data analysis to alert drivers about the journey times to the Games’ venues. The data monitoring service is also used by local authorities to assess planning issues such as road extensions, new shopping malls and car parking spaces.

Tracsis joined AIM in 2007, when sales were less than £1 million and profits less than £250,000.

Last week, the group delivered sales up 106 per cent to £22 million and profits up 51 per cent to £5 million for the year to July 31. Unusually for a fast-growing AIM company, Tracsis pays a dividend and this rose 14 per cent to 0.8p.

The company has made six acquisitions since floating and McArthur is seeking more, hoping to double revenues over the next few years. The group has a progressive dividend policy, too, so payouts should rise to about a penny next year and 1.2p in 2016.

Midas verdict: Tracsis has made consistent progress and the shares have done well in recent years.

There is every reason to expect continued success. The company provides a service to rail firms designed to save money and provide a better experience for passengers. The data monitoring division has plenty of potential, too. Buy.

Tracsis: Investec initiates with a target price of 456p and a buy recommendation.

Tracsis - Redleaf Tech Showcase 2014

Click here

Tipped by 'Questor' in The Telegraph, as one of his shares for 2015


Disruptive Technology
Tracsis
411.5p
Buy
The UKs creaking rail infrastructure is overcrowded and getting old but Leeds-based software company Tracsis [LON:TRCS] helps operators get the most from their networks. The company monitors passenger numbers to ensure these giant train sets run as efficiently as possible, saving money and getting us there on time.
The company announced a five-year contract with a major infrastructure client last November. Revenue more than doubled to £22.4m and pre-tax profits increased by 62pc to £4.2m in the year ended July 2014. The company generates plenty of cash and the balance sheet is strong with no debt and cash of £8.9m at the end of July.
Make no mistake this is a high risk investment as the company is a tiddler with a market capitalisation of £110m, and the shares are highly valued trading on 23 times the forecast earnings per share of 16.8p. However, the earnings forecast could prove conservative given the rapid growth and demand for their services. Buy.

Trading Update & Notice of Results
RNS
RNS Number : 8385D
Tracsis PLC
03 February 2015



Tracsis plc

("Tracsis" or the "Group")



Trading Update & Notice of Results



Tracsis plc, a leading provider of software and technology led products and services for the transportation industry, is pleased to provide the following trading update for the six months ended 31 January 2015.

Group trading in the first six months of the financial year is ahead of the previous year and in line with the Board's expectations, with all parts of the Group performing either in line with or ahead of expectation.

Revenues for the six month period are expected to be in excess of £11m (H1 2014: £9.8m) and adjusted EBITDA and statutory PBT ahead of the same period last year (H1 2014: £2.8m and £2.3m respectively). Cash balances at the end of January 2015 were c. £10m (July 2014: £8.9m, Jan 2014: £7.6m) and the business remains debt free.



The Group's activities in North America are progressing to plan. Notably, we continue to work with our first US Class 1 railway for adoption of our remote condition monitoring technology along with pursuing a number of other opportunities.



Datasys, which was acquired in May 2014, has made a strong contribution to the Group in the period supported by high levels of recurring software revenue. In addition, the Group continues to appraise a number of acquisition opportunities against its strict investment criteria and has a strong pipeline of qualified opportunities.

The Board is confident that the Group is on track to deliver full year results in line with market expectations. The Group's Interim results will be released to the market on or around Wednesday 15th April.

Tracsis plc's interim results for the six months ended 31 January 2015 and are on track to deliver full year earnings in line with expectations.

More at http://tinyurl.com/mu7uhme

Trading update for the year ending 31st July 2015: Tracsis shares have been brilliant performers over the past few years and the good times continue!

See http://tinyurl.com/pehdwpj

Questor-share-tip-Tracsis-shares-jump-as-profits-to-beat-expectations

Broker Forecast - Investec issues a broker note on Tracsis PLC
Investec today reaffirms its buy investment rating on Tracsis PLC (LON:TRCS) and raised its price target to 530p (from 506p). Story provided by StockMarketWire.com

07:48 02/12/2015
Tracsis acquires Ontrac Ltd and Ontrac Technology Ltd
Tracsis has acquired the entire issued share capital of Ontrac Limited and Ontrac Technology Limited, these companies together known as Ontrac. As a result of this acquisition, it is expected that the Group will exceed current market forecasts for the year ending 31 July 2016. The acquisition...

07:12 02/12/2015
FLASH: Tracsis acquires Ontrac Ltd and Ontrac Technology Ltd
Story provided by StockMarketWire.com

How-have-Questors-share-tips-for-2015-fared.

Tracsis +29pc


Tracsis [LON:TRCS] was our riskier smallcap play and we liked it because we think it has developed technology which the UK needs. The company provides computer systems that ensure the efficient running of transport networks. The growth opportunity looks good as UK rail and road networks strain under increasing pressure.

The company announced a number of small deals this year including snapping up SEP Events, which manages traffic control for events such as the Silverstone Grand Prix, for up to £2.6m. The company reported adjusted pre-tax profits up 16pc, to £5.8m, for the 12 months to the end of July.

The shares gained 29pc this year, and are now trading on 24 times the forecast earnings per share of 17.8p.

Final results Thurs 17 Nov

Final Results
RNS
RNS Number : 3979P
Tracsis PLC
17 November 2016
 
Date:               
17 November 2016
On behalf of:           
Tracsis plc
Embargoed until 0700hrs
Tracsis plc
('Tracsis', 'the Company' or 'the Group')
Audited results for the year ended 31 July 2016
                                               
Tracsis plc (AIM: TRCS), a leading provider of software and services for the traffic data and transportation industry, is pleased to announce its audited results for the year ended 31 July 2016.
Financial Highlights:
·      A further period of solid trading across the Group
·      Revenue increased 29% to £32.6m (2015: £25.4m), which is ahead of original market expectations
·      Adjusted EBITDA increased 17% to £7.6m (2015: £6.5m)
·      Adjusted Pre-tax Profit1 increased 18% to £6.9m (2015: £5.8m)
·      Fully diluted adjusted2 Earnings Per Share increased 22% to 22.37p (2015: 18.32p)
·      Cash balances at 31 July of £11.4m (2015: £13.3m) following acquisitions and investments - highly cash generative with operating cash generation of £7.0m and the Group continues to be debt free
·      Final dividend of 0.7p per share proposed.  Full year dividend increased 20% to 1.2p per share (2015: 1.0p)
Strategic and Operational Highlights:
·      Acquired businesses bedding in well and provided a positive contribution to Group revenues in the period
o  Acquisition of event traffic management specialists SEP Limited ('SEP') completed September 2015, which delivered a record year of trading, bolstered by a busy summer calendar and several intra-Group technology initiatives
o  Acquisition of software development and hosting business Ontrac Limited ('Ontrac') completed December 2015, which secured several major orders secured for its software products, hosting and bespoke development work
·      Strategic investments made:
o  Mobile analytics firm Citi Logik Limited ('Citi Logik') made September 2015
o  Mobile applications business Nutshell Software Limited ('Nutshell') made July 2016
·      First sales achieved following investment in new software products TRACS Enterprise and Bugle Day One, provides opportunity to roll out to current clients
Post period end highlights:
·      Significant order secured with a North American Class 1 railroad operator for Remote Condition Monitoring (RCM) hardware and software, illustrating that Tracsis has the capability and product set to address this large overseas market opportunity
John McArthur, Chief Executive Officer, commented: 
"Having put in place solid foundations at the beginning of the year with the Group's transactions and investments, the focus in the second half has been one of delivery. As a result the Group has achieved another set of positive results with strong growth in revenue and profitability. These results include our most active transactional period to date with the acquisitions of SEP and Ontrac, both of which are trading well and have further bolstered our positive performance, and a further two investments completed.  The result of these acquisitions made during the period, combined with good progress on new software development, has led to the Tracsis offering being significantly enhanced in terms of breadth and depth."
 
 
1 Profit before tax, plus amortisation, share based payments and exceptional items
2 Adjusted for amortisation, share based payments and exceptional items
Both the above metrics are used in research coverage on Tracsis and included for clarity for the benefit of shareholders.