U.S. markets closed

TransAct Technologies Incorporated (TACT)

NasdaqGS - NasdaqGS Real Time Price. Currency in USD
Add to watchlist
10.03-0.04 (-0.40%)
At close: 4:00PM EST
Sign in to post a message.
  • K
    Ketchdeal
    Hunh? Up $0.85 and 11% today, on approximately 5x volume and no news.
  • D
    David
    TRANSACT – ASYMMETRIC VALUE IN FOOD PREPARATION
    January 23, 2020
    Introduction
    Our long thesis on TransAct, Inc (NASDAQ: TACT) is built on four key pillars. 1) We see significant growth
    in the automation and streamlining of the food preparation industry. 2) We believe that TACT has
    developed strong competitive advantages in their solution. 3) TACT has asymmetric value as a potential
    unicorn Software as a Service (SaaS) business with significant recurring revenue. 4) TACT has funded
    development using cash flow from legacy businesses limiting transition risk.
    Our insights are derived from a deep dive into product development, customer and market research, and
    the role of marketing strategy and launch preparation. A core element in our investment strategy is the
    expectation that human costs will continue to increase, government regulation will be more stringent and
    food preparation is ripe for automation. At an enterprise value of approximately $83.1 million we believe
    that the market is valuing TACT for their legacy businesses while providing a free option for their newly
    released cloud-based SaaS restaurant solutions business.
    Valuation
    We value TACT at $24 per share based on 15 times 2022 EPS estimate of $1.60 per share. This assumes
    growth in the restaurant service division to roughly $39 million which is conservative given the company
    has upwards of $130 million in its pipeline. At the current price of $10.75 TACT is pricing in no growth in
    its restaurant service business whatsoever. As a result, we see significant upside to TACT shares with
    limited downside risk given the stability of its legacy casino business.

    https://img1.wsimg.com/blobby/go/a7e755c3-83ce-405a-9bef-03ea8e2911bd/downloads/TransAct%20(TACT)%20Report.pdf?ver=1579848713547
  • D
    David
    TransAct®Technologies Incorporated (“TransAct” or the “Company”), a global leader in software-driven technology and printing solutions for high-growth markets, today announced the launch of its Employee Wellness Screenings function through the company’s industry leading BOHA! ecosystem. This new BOHA! module will streamline operators’ COVID-19 employee health checks by eliminating the need for cumbersome pen-and-paper forms with a convenient mobile app that will either greenlight employees that can work or identify employees that need to stay home.

    “As restaurants adjust to the new normal of operating standards, Operators are now faced with a multitude of new health and safety protocols. Our BOHA! Employee Wellness module offers a safe and secure employee screening process. As employees arrive to work they use BOHA! Wellness on a tablet or handheld to fill out a wellness questionnaire, including if their temperature is in or out of range. The app can automatically alert the manager to send someone home and even staff at the Corporate office can get a report with employee screening results for one or all locations. The new BOHA! Employee Wellness module gives food service operators an intuitive digital solution, with powerful reporting and analytics that provides critical insights into how these programs are being managed at the location level. Ensuring the health and safety of all employees and patrons is of the utmost importance and we are excited to offer this solution to our customers,” said Bart C. Shuldman, Chairman and CEO of TransAct Technologies(TACT).
  • D
    Don
    I love trading these relatively unknown low volume stocks. And this one seems pretty solid financially and has insider buying which is a huge sign of value at this price.
  • K
    Ketchdeal
    The 1Q conference call was very much like a Tesla cc. We are open and transparent about promising the moon, but don't you dare ask us to quantify revenue or unit volume or name our customers or count them.

    Hey, I have a fantastic undiscovered property development. Want in? Good, but I can't tell you where or how big it is or how it will be developed... 'cuz then it wouldn't be undiscovered, and our competitors will find it. But our site planners are doing great work and it'll be big and thanks shareholders and did I mention how great this opportunity is in the future? Later. Soon. Big!
  • D
    David
    BART C SHULDMAN CEO buys stock for the first time in years!
  • T
    Tom
    Anyone notice, Tanaka has sold over 95k of shares in the past 2 months? Not a good sign.
  • H
    Harry
    What gives? TACT reported record Q3 results this week. An absolute blockbuster with earnings of .33/share. The CC was super bullish with lots of exciting things in the works, particularly the restaurant solutions segment. Sounds like explosive potential with much higher revenues, margins & earnings. But the stock has dropped from the $15's to the $12's and looks like it will go even lower? Because they said they next quarter or 2 will be down as they shift more resources to the restaurant opportunity? TACT has lumpy quarters anyway. Strange action.
  • C
    Chi
    DILLON JOHN, Director of TRANSACT TECHNOLOGIES INC bought 10000 shares on 2020-06-05. https://formwhispers.com/s?t=TACT
    FormWhispers - Trading Ideas from Insiders TRANSACT TECHNOLOGIES INC TACT.
    FormWhispers - Trading Ideas from Insiders TRANSACT TECHNOLOGIES INC TACT.
    formwhispers.com
  • D
    David
    Today's move is just the beginning, business picking up, large orders now coming for labels from 7-Eleven Gaming business if sold could fetch $5-$7 Saas base model will command a larger multiple buy my price target is $10 buy year end
  • D
    David
    TRANSACT – ASYMMETRIC VALUE IN FOOD PREPARATION
    January 23, 2020
    Introduction
    Our long thesis on TransAct, Inc (NASDAQ: TACT) is built on four key pillars. 1) We see significant growth
    in the automation and streamlining of the food preparation industry. 2) We believe that TACT has
    developed strong competitive advantages in their solution. 3) TACT has asymmetric value as a potential
    unicorn Software as a Service (SaaS) business with significant recurring revenue. 4) TACT has funded
    development using cash flow from legacy businesses limiting transition risk.
    Our insights are derived from a deep dive into product development, customer and market research, and
    the role of marketing strategy and launch preparation. A core element in our investment strategy is the
    expectation that human costs will continue to increase, government regulation will be more stringent and
    food preparation is ripe for automation. At an enterprise value of approximately $83.1 million we believe
    that the market is valuing TACT for their legacy businesses while providing a free option for their newly
    released cloud-based SaaS restaurant solutions business.
    Valuation
    We value TACT at $24 per share based on 15 times 2022 EPS estimate of $1.60 per share. This assumes
    growth in the restaurant service division to roughly $39 million which is conservative given the company
    has upwards of $130 million in its pipeline. At the current price of $10.75 TACT is pricing in no growth in
    its restaurant service business whatsoever. As a result, we see significant upside to TACT shares with
    limited downside risk given the stability of its legacy casino business.
  • T
    Tom
    Nice numbers announced early today.
  • T
    Tom
    What is the stock price waiting for? It is so cheap at this point. Buy Buy Buy
  • W
    William
    food service and gambling what a great opportunity for tact
  • D
    David
    Transact up 20% last night's earnings call spoke about positive growth in Food Saftey, there was also discussion concerning 7-Eleven's purchase of 4,000 Speedway locations. This increases their opportunity with 7-Eleven by 40%
  • Y
    Yahoo Finance Insights
    Transact is up 10.13% to 4.35
  • Y
    Yahoo Finance Insights
    Transact is up 10.89% to 3.86
  • Y
    Yahoo Finance Insights
    Transact is down 10.20% to 4.93
  • Y
    Yahoo Finance Insights
    TACT is up 10.08% to 13.10
  • Y
    Yahoo Finance Insights
    TACT is up 6.35% to 14.90