Updates

Tracsis

December 2022

Investing in shares may lose you all or some of your money. Past performance is no indication of future performance. Some of the shares recommended here may be small company shares, which can be relatively illiquid and hard to trade and this makes such shares more risky than other investments.

Tracsis, a main buy at 660p in April ‘21, has been a stellar performer. Full year results had already been flagged in September reflecting a strong post covid bounce for the Data, Analytics, Consultancy & Events (DACE) division whilst its Rail Technology & Services arm continued to trade well and included a maiden contribution from its US acquisition. Sales were 37% higher at £68.7m (24% organic), EBITDA 17% higher at £14.3m and pretax profit 9% better at £12.3m. Eps were 32.3p. DACE saw a £15m or 63% jump in sales to £38.8m. This is the people counting side, which is mostly about using cameras to anonymously count people and vehicles allowing event organisers and transport groups to manage traffic flows. It is low marg ...

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UP Global Sourcing - Shares rocket after results

Braemar

Tracsis - Condition monitoring set for US expansion (December 2023)

Tracsis (March 2023)

Tracsis (September 2022)

Tracsis - Buys New York based RailComm (April 2022)

Tracsis (December 2021)

Tracsis (August 2021)

Tracsis - North American deal planned (April 2021)

Tracsis (October 2018)

Tracsis (September 2016)

Tracsis - Eps enhancing acquisition of Ontrac (January 2016)

Tracsis (December 2015)

Tracsis (September 2015)

Tracsis (December 2014)

Tracsis - Two forecast upgrades in the past year (November 2014)

Tracsis - Trading ahead of expectations (August 2014)

Tracsis (June 2014)

Tracsis - Forecast upgraded by 12% (April 2014)

Tracsis (March 2014)

Tracsis (November 2013)

Tracsis (July 2013)

Tracsis (May 2013)

Tracsis - Market awaits the next aquisition (March 2013)

Tracsis (February 2013)

Tracsis - Stellar performance from MPEC (November 2012)

Tracsis (September 2012)

Tracsis - Compound eps growth of 52% over 5 years (July 2012)

With small companies there is an above average degree of risk compared to buying blue chips. Please be aware that we have not assessed the suitability of any of these investments for you. The newsletter simply states a personal view and diarises the editor’s investment decisions. Please speak to your stockbroker or other qualified individual to ascertain whether any of these companies mentioned would form useful additions to your own portfolios. Past performance is no indication of future success.

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