PIWORLD Investor Podcasts Tracsis (TRCS) FY20 results presentation
Chris Barnes, CEO, Max Cawthra, CFO & Andy Kelly, (incoming CFO from February 2021) present TRCS FY20 results, providing more colour to the results, the outlook and the strategy going forward.
Chris Barnes, CEO
Overview - 00:34
Andy Kelly, (incoming CFO from February 2021)
Introduction to Andy Kelly, incoming CEO - 01:37
Chris Barnes, CEO
Group integration - 04:20
Revenue split & recurring revenue - 09:28
Headline figures - 10:24
CV19 actions - 13:04
Max Cawthra, CFO
Financial overview - 15:20
Chris Barnes, CEO
Rail Technology & Services - 18:35
Max Cawthra, CFO
Income statement - 21:00
Cashflows – 22:22
Balance sheet - 22:43
Chris Barnes, CEO
Industry drivers - 23:15
Andy Kelly, incoming CFO
3 year growth strategy - 25:16
Chris Barnes, CEO
Where near term growth will come from - 27:58
ESG strategy - 31:45
20212 and beyond - 32:48
Q&A – 33:50
Tracsis plc is a holding company. The Company is engaged in the business of software development and consultancy for the rail industry. Its segments include Rail Technology and Services, and Traffic & Data Services. The Rail Technology and Services segment includes its Software, Consultancy and Remote Condition Monitoring Technology, and also includes Ontrac Limited and Ontrac Technology Limited (together being Ontrac). The Traffic & Data Services segment includes data capture, analysis and interpretation of traffic and pedestrian data to aid with the planning, investment and ultimate operations of a transport environment and it also includes SEP Limited (SEP). It provides software products, consultancy services and delivers customized projects to solve a range of problems within the transport and traffic sector. It specializes in solving a range of data capture, reporting and resource optimization problems along with the provision of a range of as