Updates

Tracsis

December 2015

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.

A large acquisition that chief executive John McArthur had been working on was aborted but even despite the absence of a deal, results for the year to 31 July seem sound. Sales were up 14% to £25.4m with adjusted pretax profit up 16% to £5.8m and eps up 18% to 18.3p. Speaking to McArthur he is confident such a whale can be landed before too long and that the company will hit its £50-70m sales and £10-£15m profit target by 2019. The company remains well funded with cash rising from £8.9m to £13.3m (and post the year end, it has also made two small bolt-ons reducing initial cash by £2m). As he notes, growth is supported by the fact that 20 years on from rail privatisation, there a ...

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Aldermore

Majestic Wine

Tracsis - Rail nationalisation clouds the picture (December 2024)

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 - North American deal planned (April 2021)

Tracsis (October 2018)

Tracsis (September 2016)

Tracsis - Eps enhancing acquisition of Ontrac (January 2016)

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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