Primary Recommendations

Tracsis - North American deal planned

April 2021

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.

Most companies are made up of contrasting components. Some analysts identify four categories: “dogs” are irretrievable loss-makers; “cash cows” are mature businesses that generate cash; “growth stars” are businesses that are both growing strongly and generating cash; and last come “problem child” businesses, which consume large chunks of investment cash now in the hope of good returns later. In the case of Tracsis, which provides all kinds of software, hardware and services to the rail sector, it has all four elements. Forming part of the Rail Technology & Services (RT&S) arm, its cash cows are low growth software businesses with dominant market shares; its growth stars are a company that sells remote condition monitoring ...

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Lookers - Prospective PE drops to 5.8 next year

Tremor - Confirms US listing for Q2 - strong buy

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

Tracsis (March 2023)

Tracsis (December 2022)

Tracsis (September 2022)

Tracsis - Buys New York based RailComm (April 2022)

Tracsis (December 2021)

Tracsis (August 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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