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 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