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Twitter: @blondeamon

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A private investor with a keen interest to uncover hidden opportunities in the market. Strongly believe in collaboration and research sharing among informed PIs as the goal to successful investing.

Blondeamon's Latest Blogs

Since the Group's trading update announced in September 2018 it has become clear that the improved H2 financial performance, driven by continued growth in the telematics business, will not materialise as the Group anticipated. Continuing delays in decisions by customers is preventing the return to the usual levels of success in Fleet and Optimisation, a move to a rental model in the automotive space, and…

Trakm8 Holdings (LON:TRAK) reported its full year results today and as expected it was a year of medium progress as they rebuilt the business into one consolidated unit, invested heavily in new Sales & Marketing resources as well as R&D..both of which they have plenty to show for. Oh and SaaS impact is finally over, 2018/2019 will enjoy the cash benefits of all the contracts…

Biggest contract win in company's historyTrakm8 Holdings (LON:TRAK) today announced its biggest contract to this day, providing Intelematics Australia with data, automotive diagnostics services and 4G devices (first 4G type in Australia) in the amount of 40,000 devices.Intelematics Australia is also a majority shareholder in Intelematics Europe, a Joint Venture of the biggest road clubs in Europe. So within 1 year Trakm8 has become the…

Trakm8 Holdings (LON:TRAK) released their year-end update on a Friday, missed their £32m revenue estimates and did not mention a profit. Whoever writes their RNS should clearly be benched as this was a spectacular fail on all fronts and I have emailed the CEO to complain again, as I did in the past, but it has become my belief that they truly do not care…

This is a follow up to my previous article, covering new developments with £TRAK's progress. This morning the company updated the market with an unexpected Trading Update, which I can only assume is the mark of the new CFO's (Jon Furber) way of running things from now on. The traditional September update was confined to a few words on progress without any numbers and the…

Blondeamon's Latest Comments

Bottom of Bolinger Band today, bought some at 508 as this looks oversold based on CEO's slicing. Everyone needs to take some profits every once in a while and Octopus fund just went in on the recent fall increasing their stake. Perfect results last week, this looks like a correction that won't last as we get closer to the results.

Depends on what front. On Fleet you have Masternaut and Quartix in the UK and TomTom, Verizon globally. Dozens of small ones as well. On the Automotive, TRAK is basically the only serious player Europe wide with many Road Clubs and Intelematics. On Insurance, TRAK has Direct Line, Marmalade, Lexis Nexis, Smartclub contracts while other smaller players have Hastings, Carrot, etc Microlise was not a…

IG Design (LON:IGR) has a lot more going on to it than shows and we'll have to see the results this week about progress. We know they are ahead, looks like they are doing quite well in this climate and the SP does not IMO have the potential from the acquisition of Impact reflected to it. I think they update this week.

Nice cover above, Microlise seems like a hell of a strategic partner and it's their own CEO who joins the board of TRAK as a NED, which is very encouraging.

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