Updates

Tracsis

September 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.

Ahead of reporting on 9 November, Tracsis said it expects to beat full year EBITDA expectations. Berenberg originally forecast organic sales growth of c.18% in FY22 but Tracsis is set to deliver 25% growth to £69m, reflecting strong post-Covid lockdown recovery in the Data, Analytics, Consultancy & Events division whist its Rail Technology & Services division has continued to trade well. There has also been a strong maiden contribution from the RailComm acquisition, which has won several contracts in North America. Berenberg forecasts eps of 34.9p for the year already ended with 39p this year. With cash expected to be >£17m, it looks well placed for further deals. Tipped at 660p in April ‘21, strong hold for m ...

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Tribal

Lookers - Cash and property of 95p versus share price of 79.5p

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

Tracsis (March 2023)

Tracsis (December 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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