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Trakm8 Holdings Plc (TRAK)     

dreamcatcher - 04 Sep 2014 20:12



Trakm8 PLC is an AIM listed company providing market leading Fleet Management Solutions, Engineering Services and Telematics Hardware to organisations worldwide. Our customers range from corporate fleets to small businesses that all benefit from improved operational efficiency, driver safety and fuel economy from utilising our products and services.

Trakm8 are the cutting edge of the Telematics industry, integrating bespoke hardware, firmware and server solutions with ASPs, Developers and Integrators globally. The products and services we offer are all developed from our commitment to exploiting Big Data to improve driver behavior both for fuel economy and risk reductions, as well as driving service and repair quality commitments for a wide range of industries, including Insurance, Construction, Government Organisations and Utilities sectors.

Trakm8 have an in house development team dedicated to using statistical techniques to analyse Big Data to improve the accuracy of assumptions that are driven by traditional profiling. All solutions are designed, developed and manufactured within the United Kingdom, with the majority being produced in house at Trakm8 facilities. This gives customers a flexible, reliable and cost effective service to complement their fleet operations, as well as allowing Trakm8 to remain competitive in a rapidly growing market.

http://www.trakm8.com/


Chart.aspx?Provider=EODIntra&Code=TRAK&SChart.aspx?Provider=EODIntra&Code=TRAK&SFlag Counter

dreamcatcher - 10 Oct 2015 18:01 - 34 of 65

IC - The groups shares trade at 20 times forecast earnings for the year to March 2016, but that is expected to fall to an attractive rating of 14 times the following year. We think investors should strap in and enjoy the ride.

dreamcatcher - 12 Oct 2015 16:20 - 35 of 65

Major demand for the product, sp flying.

dreamcatcher - 13 Oct 2015 17:28 - 36 of 65

ST of IC today - On a bid-offer spread of 240p to 245p, I would run your 166 per cent paper gain ahead of what will likely be a positive trading update alongside a bumper set of half year results in early December. Run profits.

dreamcatcher - 29 Oct 2015 10:34 - 37 of 65

Significant New North American Contract
RNS
RNS Number : 7771D
Trakm8 Holdings PLC
29 October 2015

Trakm8 Holding Plc

("Trakm8" or the "Company")

Significant New North American Contract

Trakm8 Holdings plc, the AIM listed telematics and data supplier to global markets, is pleased to announce it has reached agreement to supply a major USA based data company with the T10 BLE (Bluetooth™ Low Energy) device.

The Trakm8 T10 BLE communicates with mobile phones via Bluetooth relaying real-time journey data to the registered device.

This new client is expected to purchase over 25,000 devices during the first two years of the contract agreement.

John Watkins, Executive Chairman of Trakm8 comments:

"We are delighted to be working with this major customer to provide technology to the North American insurance market. Considerable engineering investment has been required to create an enhanced product with tremendous potential which can be utilised both in North America and elsewhere."



-Ends-

dreamcatcher - 29 Oct 2015 10:36 - 38 of 65

29 Oct finnCap 250.00 Corporate

Chart.aspx?Provider=EODIntra&Code=TRAK&S

dreamcatcher - 03 Nov 2015 17:00 - 39 of 65

3 Nov finnCap 250.00

dreamcatcher - 03 Nov 2015 17:18 - 40 of 65

ST of IC today - Ahead of the next scheduled trading update alongside what will undoubtedly be impressive half-year results in early December, I would run your 167 per cent paper profits.

dreamcatcher - 05 Nov 2015 16:06 - 41 of 65

Shares - Telematics equipment manufacturer Trakm8 is starting to successfully extend its sales scope beyond the UK, a move that looks set to power a big surge in earnings over the next 18 months.

dreamcatcher - 12 Nov 2015 11:50 - 42 of 65

Notice of Results
RNS
RNS Number : 4990F
Trakm8 Holdings PLC
12 November 2015



12 November 2015







TRAKM8 HOLDINGS PLC



Notice of Results



Trakm8 Holdings plc, the telematics and data provider to the global market place, will be announcing its half year results for the six months ended 30 September 2015 on Monday, 23 November 2015.

dreamcatcher - 23 Nov 2015 16:14 - 43 of 65

Half year report

Financial Highlights

· Revenues increased by 38%. Like for like revenues up 30%; recurring revenues up by 65%

· Orders received increased by 29%. Like for like orders received up 21%

· Adjusted EBITDA increased by 70%

· Adjusted profit before tax increased by 89% to £1.48m (2014: £0.78m)

· Strong net cash generation compared to previous half years



Operating highlights

· New contract awards and extensions including with Bibby Distribution Ltd

· Acquisition of trade and assets of DCS Systems Ltd ("DCS")

o Integrated and earnings enhancing

· Installed base continues to grow

o approximately 135,000 units (2014: 77,000) reporting to our servers



Current trading

· Benefit of new contracts together with strong order pipeline

· Expect to modestly exceed current expectations

dreamcatcher - 23 Nov 2015 16:31 - 44 of 65

23 Nov finnCap 318.00 Corporate

dreamcatcher - 23 Nov 2015 18:03 - 45 of 65

class-act-trakm8-still-growing-fast



And finnCap is confident Trakm8 can beat current full-year forecasts, having increased its 2016 earnings per share (EPS) by 3% to 11.3p. This will represent year-on-year earnings growth of an impressive 93%. The pre-tax profit forecast for 2017 improves by 13% to £5.8 million, giving EPS of 15.9p.

Despite falling 2% to 264p on Monday, Trakm8 has still surged by a phenomenal 218% since the beginning of 2015. But analyst Lorne Daniel believes the shares should easily pass this milestone.

"Although the shares have performed extremely well, the historic and prospective earnings growth more than justifies the appreciation: 93% this year and 40% in year-end March 2017," he says.

"On just a sector average 20x fwd1 FD adj. EPS of 15.9p, the shares should trade at 318p."

dreamcatcher - 24 Nov 2015 18:01 - 46 of 65

ST of IC today - The bottom line is that having seen the shares rise by 20 per cent to 300p after I last recommended running profits at 250p at the start of November ('Five companies that keep delivering', 3 November 2015), I feel that the share price has yet to reach a final peak. Offered in the market on a bid-offer spread of 257p to 262p, I recommend running your 185 per cent paper gains and target a return to the recent high of 300p, and potentially to finnCap's new target of 318p. Run profits.

dreamcatcher - 02 Dec 2015 15:32 - 47 of 65

trakm8-s-flat-out-to-capitalise-on-growth-potential

dreamcatcher - 14 Dec 2015 16:17 - 48 of 65

Trakm8 contract extension with the AA
RNS
RNS Number : 8699I
AA PLC
14 December 2015

14 December 2015



AA plc





Trakm8 contract extension with the AA





Trakm8, the AIM-listed telematic car data provider to the global market, and the AA plc have announced an extension to their current relationship.



Trakm8 has been the supplier of telematic systems to the AA for their roadside assistance and recovery vehicles for over four years, bringing considerable operational and economic benefits to the business over that time.



It has now worked with the AA to develop a new business-to-business fleet management system. The new product will be offered to the AA's business-to-business fleet customers, enabling them to help manage both the cost and logistics of running their fleets. The solution is expected to be attractive to large fleet operators as well as SMEs running fleets of five or more vehicles.



The system allows individual vehicle data to be tracked, including fuel consumption, driver behaviour and routes taken.



John Watkins, Executive Chairman of Trakm8 commented:

"This is a substantial contract and an extremely interesting opportunity for Trakm8. Working with the AA on this project, we will substantially increase our understanding of remote vehicle service potential for fleets."



Kirsty Lloyd-Jukes, the AA's Strategy Director said:

"We have worked with Trakm8 on our own vehicle fleet for some time and they have demonstrated great innovation and support for our business. This initiative for our fleet customers is an important part of the investment in connected car technology that we are developing. We are looking at a number of options that will add value to our proposition for the rest of our business customers and our personal members."



dreamcatcher - 15 Dec 2015 16:22 - 49 of 65

ST of IC today - I would run your 291 per cent paper profits given the earnings risk is heavily skewed to the upside. Run profits.

dreamcatcher - 16 Dec 2015 16:45 - 50 of 65

Directorate Change
RNS
RNS Number : 1816J
Trakm8 Holdings PLC
16 December 2015

16 December 2015

TRAKM8 HOLDINGS PLC

("Trakm8", the "Group" or the "Company")

Directorate Change

Trakm8 Holdings plc, the AIM listed telematics and data supplier to global markets, announces that on 15 December 2015, Paul Wilson, Group Sales and Marketing Director stepped down from the Board of Directors to take up a significant new role within the Group; this relates to the AA contract extension announced on 14 December 2015.

Paul has been appointed to the newly created role of Director of Trakm8's dedicated AA Business Unit so that he can concentrate his entire efforts on building the Trakm8 team and its growing business with the AA. As a result Paul has relinquished his previous role of Group Sales and Marketing Director with immediate effect. Paul originally joined our team in early 2009 and has played a significant role in building the customer base and product strategy of the Group. We are very grateful for his contribution to the Board and thank him for his willingness to concentrate on this important new task.

John Watkins, Executive Chairman of Trakm8 comments:

"We are very excited by the opportunity to build significant new business with the AA addressing their business customers. We believe Paul's new dedicated role is critical to achieving this."

dreamcatcher - 21 Dec 2015 14:23 - 51 of 65

Acquisition and Placing
RNS
RNS Number : 6820J
Trakm8 Holdings PLC
21 December 2015

THIS ANNOUNCEMENT AND THE INFORMATION CONTAINED IN IT IS NOT FOR RELEASE, PUBLICATION OR DISTRIBUTION, DIRECTLY OR INDIRECTLY, IN WHOLE OR IN PART, IN OR INTO OR FROM ANY JURISDICTION WHERE TO DO SO MIGHT CONSTITUTE A VIOLATION OF LOCAL APPLICABLE SECURITIES LAWS OR REGULATIONS.





21 December 2015



TRAKM8 HOLDINGS PLC



("Trakm8", the "Group" or the "Company")



Proposed acquisition of Route Monkey Holdings Limited and £6 million placing



Adds fleet routing optimisation capability



Trakm8 Holdings Plc, the AIM listed telematics and data provider to the global market place, is pleased to announce that it has conditionally agreed to acquire the entire issued share capital of Route Monkey Holdings Limited ("Route Monkey"), a provider of technology solutions that optimise fleet routing, for a consideration of up to £9.1 million, including maximum deferred consideration of £2.0 million (the "Acquisition").



The Acquisition will be funded through a combination of a drawdown of new Trakm8 debt facilities, a placing of 1,801,802 new ordinary shares of one pence each in the Company ("Ordinary Shares") ("Placing Shares") at a price of 333 pence per Placing Share (the "Issue Price") to raise £6 million (the "Placing") and 184,441 new Ordinary Shares being issued as part of the consideration to the senior management shareholders of Route Monkey ("Consideration Shares").



The Placing with new and existing institutional investors, conducted by finnCap, was oversubscribed. The Placing adds new blue-chip institutions to the share register. The Acquisition is expected to complete ("Completion") on admission of the Placing Shares to trading on AIM ("Admission").



The Acquisition is in line with Trakm8's strategy of augmenting its organic growth with selective acquisitions that expand its telematics offering to both insurance and fleet customers. The Acquisition is expected to be immediately earnings enhancing.





Transaction Highlights



· Trakm8 to acquire Route Monkey for a consideration of up to £9.1 million, including a maximum of £2 million deferred cash consideration;

· Initial consideration of £5.4 million is payable on Completion, in addition to a repayment of a company loan valued at £1.7 million1;

· The initial consideration will be funded as follows:






£0.5m
Debt draw down on new banking facilities

£6.0m
The Placing

£0.6m
Consideration Shares

£7.1m
Total






Strategic Highlights



The Acquisition brings the following strategic benefits for Trakm8:



· Route Monkey adds new and complementary technology capability to Trakm8 in the field of fleet route planning including a strong capability for electric vehicles;

· Trakm8 will integrate Route Monkey's algorithms and related software into Trakm8's telematics and camera solutions to provide an enhanced service offering;

· Trakm8's existing Logistics solution is highly effective in the organisation of orders, jobs and deliveries but will benefit from a dynamic optimisation enhancement which Route Monkey provides, and;

· Trakm8 provides Route Monkey with access to its larger customer base and sales force.





John Watkins, Executive Chairman of Trakm8 commented:

"The acquisition of Route Monkey is highly complementary to Trakm8 as it adds route planning and optimisation capability to our existing technology, a key to enabling us to offer integrated solutions to customers in line with the development of market requirements.



"We look forward to welcoming the Route Monkey team into the growing Trakm8 group and expect the business will add another source of organic sales growth and recurring revenues.



"Together the acquisitions of Route Monkey and DCS (completed in June 2015) significantly enhance Trakm8's competitive advantage, add substantial growth opportunities, and are expected to be earnings enhancing."

dreamcatcher - 21 Dec 2015 14:24 - 52 of 65

Broker Forecast - finnCap issues a broker note on Trakm8 Holdings PLC
BFN
finnCap today reaffirms its corporate investment rating on Trakm8 Holdings PLC (LON:TRAK) and raised its price target to 425p (from 318p).

Story provided by StockMarketWire.com

dreamcatcher - 13 Jan 2016 15:47 - 53 of 65

ST of IC today - So, with strong organic growth and complementary earnings accretive bolt-on acquisitions set to drive Trakm8's earnings even higher than analysts predict, I am upgrading my recommendation back to a buy at 300p and have a new target price of 400p. Buy.
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