Trakm8 (TRAK) Strategy presentation, September 2018
This video can be seen here: https://www.piworld.co.uk/2018/09/14/trakm8-trak-strategy-presentation-september-2018/ Trakm8 Strategy presentation September 2018 (given at the AGM) John Watkins, Executive ChairmanIntroduction, mission statement & va
Episode 47 of the PIWORLD Investor Podcasts podcast, hosted by piworld, titled "Trakm8 (TRAK) Strategy presentation, September 2018" was published on September 14, 2018 and runs 59 minutes.
September 14, 2018 ·59m · PIWORLD Investor Podcasts
Summary
This video can be seen here: https://www.piworld.co.uk/2018/09/14/trakm8-trak-strategy-presentation-september-2018/ Trakm8 Strategy presentation September 2018 (given at the AGM) John Watkins, Executive ChairmanIntroduction, mission statement & values – 00:17 John Furber, Group Finance Director Operational highlights of the year - 01:23Financial highlights - 06:22Transition to pure Telematics Provider - 10:56Growth dynamics - 12:22Recurring revenues - 14:37Adj PTP tax bridge - 16:20Cash generated from operations & debt bridge - 21:20TRAK strategy for growth - 23:40 Mark Watkins, Chief Operating Officer Operational Efficiency Strategy – 24:48World Leading Technology Strategy – 28:30The solutions: i. Trakm8 Prime – 30:08ii. Data enrichment with video – incl. video demo – 30:56iii. Insight - 30:05 John Watkins, Executive Chairman Increasing market share strategy – 39:10Ambition to have 1m connections by 2020 and capacity – 39:47Why does 1m connections matter? (Margins, R&D & marketing spend, cash & working capital) - 42:07Big ambition – what we propose to do – 44:44Summary – 48:29 Q&A – 49:09 In context of 1m connection targets could you talk about your market share & competitive landscape? – 49:10Would you put your broker forecasts on your website? – 50:19Will R&D tax credits change with your new business strategy? – 51:38Are there any further payments due, related to previous acquisitions? - 52:50Why do you have to manufacture? - 53:09How much work have you done on the needs eg. translation, to develop International sales? – 55:14What’s the plan for electric vehicles and driverless cars? - 56:41Do you buy in your cameras from eg. Seeing Machines? – 58:13How many competitors like Seeing Machines are in your market? – 58:43
Episode Description
This video can be seen here: https://www.piworld.co.uk/2018/09/14/trakm8-trak-strategy-presentation-september-2018/
Trakm8 Strategy presentation September 2018 (given at the AGM)
John Watkins, Executive Chairman
Introduction, mission statement & values – 00:17
John Furber, Group Finance Director
Operational highlights of the year - 01:23
Financial highlights - 06:22
Transition to pure Telematics Provider - 10:56
Growth dynamics - 12:22
Recurring revenues - 14:37
Adj PTP tax bridge - 16:20
Cash generated from operations & debt bridge - 21:20
TRAK strategy for growth - 23:40
Mark Watkins, Chief Operating Officer
Operational Efficiency Strategy – 24:48
World Leading Technology Strategy – 28:30
The solutions: i. Trakm8 Prime – 30:08
ii. Data enrichment with video – incl. video demo – 30:56
iii. Insight - 30:05
John Watkins, Executive Chairman
Increasing market share strategy – 39:10
Ambition to have 1m connections by 2020 and capacity – 39:47
Why does 1m connections matter? (Margins, R&D & marketing spend, cash & working capital) - 42:07
Big ambition – what we propose to do – 44:44
Summary – 48:29
Q&A – 49:09
In context of 1m connection targets could you talk about your market share & competitive landscape? – 49:10
Would you put your broker forecasts on your website? – 50:19
Will R&D tax credits change with your new business strategy? – 51:38
Are there any further payments due, related to previous acquisitions? - 52:50
Why do you have to manufacture? - 53:09
How much work have you done on the needs eg. translation, to develop International sales? – 55:14
What’s the plan for electric vehicles and driverless cars? - 56:41
Do you buy in your cameras from eg. Seeing Machines? – 58:13
How many competitors like Seeing Machines are in your market? – 58:43
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