{"type":"rich","version":"1.0","provider_name":"Transistor","provider_url":"https://transistor.fm","author_name":"PIWORLD Investor Podcasts","title":"Trakm8  (TRAK) Strategy presentation, September 2018","html":"<iframe width=\"100%\" height=\"180\" frameborder=\"no\" scrolling=\"no\" seamless src=\"https://share.transistor.fm/e/cf48d7f9\"></iframe>","width":"100%","height":180,"duration":3589,"description":"This video can be seen here: https://www.piworld.co.uk/2018/09/14/trakm8-trak-strategy-presentation-september-2018/\n \nTrakm8 Strategy presentation September 2018 (given at the AGM)\n \nJohn Watkins, Executive ChairmanIntroduction, mission statement & values – 00:17\nJohn Furber, Group Finance Director\nOperational 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\nMark Watkins, Chief Operating Officer\nOperational 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\nJohn Watkins, Executive Chairman\nIncreasing 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\nQ&A – 49:09\nIn 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","thumbnail_url":"https://img.transistorcdn.com/oB5fNE4aIAia_YyTCKvE1PzrZQaD1Fjo_P7m7T9Aw_Y/rs:fill:0:0:1/w:400/h:400/q:60/mb:500000/aHR0cHM6Ly9pbWct/dXBsb2FkLXByb2R1/Y3Rpb24udHJhbnNp/c3Rvci5mbS9kOTJi/ODBiMzBmOGFhZWJi/MWEzYThkMzAyNmZm/MTdjZi5wbmc.webp","thumbnail_width":300,"thumbnail_height":300}