Primary Recommendation

Tracsis - Compound eps growth of 52% over 5 years

July 2012

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.

Shares in Tracsis, a provider of software and consulting to the rail industry, have put in a stunning performance recently. From a low of 60p at the start of June, they soared to over Â£1 with excitement about a raft of new products for the rail industry.Broker WH Ireland has just upgraded for the third time this year, this time by a whopping 66% and it now expects revenues of Â£8.6m and pretax profit of Â£3.2m (eps 10.1p) for the year ending this month. This compares to 2007 when it was making just Â£0.4m on sales of Â£0.8m - so a compound growth rate in profits of 52% over the past five years - whilst it has also enjoyed strong cashflow over the period. As we describe below, what has triggered the latest upgrade is Tracsi ...

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Market Comment - July '12

Flybe - Scope for upgrades as jet fuel prices fall

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 (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)

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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