BTW - I have invested in Corning in the past, not now though. They make DPF's. Their environmental division is a $1B company
aside from billy, spanspur is the biggest P&D artist on this board.
doubling of revenue due to adding almost 13M more shares and debt by buying 2 companies. They have $150M in debt now. It will take them 10 years just to pay off the debt.
$6 ARPU? meh. They don't have pricing power apparently.
I heard them say oil price was good and bad. This is more of a 2016 and beyond play. I didn't think CC was anything to get excited about.
the stock rises and falls depending if they are in P&D in times of raising capital. They need to raise capital by months end to avoid another GOING CONCERN.
IF this company does any one thing right, it is great at selling it's own stock. If they could sell their product like they sell their stock....
Giving away Analytics for FREE, cutting VMS pricing by 60%, and losing a 16K unit deal to WalMart is just a disaster. Time to send this guy packing to the old folks home. Cut him loose before his restricted shares vest. Hire someone who can get us to GAAP profitability now, not 5 years from now.
interesting that it is one day after earnings. Would they go if earnings were a total disaster? They should know the numbers by now.
OXNARD, Calif., March 13, 2015 (GLOBE NEWSWIRE) -- Clean Diesel Technologies, Inc. (CDTI) ("CDTi" or "the Company"), a leader in advanced emission control technology, announced that it will participate in the Northland Capital Markets 2015 Growth Conference at the Omni Berkshire Place Hotel in New York City on Wednesday March 18, 2015.
correcting some of my numbers. There are 67M shares outstanding now. Amortization is expected to be mid to high $20M range. So GAAP earnings, conservatively will only be $10M or 15c/sh. That gives this a 2015 PE of 40. 40 is high by any standard unless your growth rate is more than 40%, which it is not.
Definitely a 2016 play
thinking about what was said on CC
$40M-$45M in EBITDA in 2015. $20M will go to amortization and depreciation. They laid off 39 folks in January. Obviously a small $2M (?) charge for that. Then there is tax. So conservatively they make $15M in GAAP in 2015. With 60M+ shares that's 25c. Price of $6 is a PE of 24. Not expensive, but not cheap by any means.
Does not account for second OG2 satellites but based on 2014, those won't start generating revenue until late 2015.
As such, I think this is a 2016 play.
Won't be adding here unless it goes sub-$5.
being short this is becoming costly
I learned from yesterday's ORBC CC that the new "retail" customer (WalMart) went with the dual-mode solution. IDSY does not have that offering. We have a cellular or satellite solution, but not both. Seems like an oversight in their IDSY2.0 plan. Skybitz does not have a dual-mode solution either as a comparison.
from the 10K, not a single Medallion loan was more than 90 days past due. Commercial bad debt actually DECLINED year-year. You need to do a better job basher
The following table provides additional information on attributes of the nonperforming loan portfolio as of December 31, 2014 and 2013.
(Dollars in thousands)
Investment (1) Unpaid
December 31, 2014
$ — $ — $ —
Commercial (2) (3)
11,106 17,953 11,224
December 31, 2013
— — —
Commercial (2) (3)
16,760 23,938 19,566
the retailer is WalMart, BTW. Anyone can do pallet monitoring, it just costs more for a device per pallet. They may be one of the only ones that offer dual mode in the same device.
Not sure why the stock has sold off here. Nothing really changed and the outlook was consistent with prior
now it looks like it is bundled with Powerfleet/Powerbox. An entire new product line that they made a big stink about, took 2+ years to finish, is thrown in for free.
Is the counter argument that others throw this in for free and they need to be competitive?
the BOD and all execs should forgo any new stock options for this year. Stock has done nothing. All other metrics are meaningless.
Norm should have all his options revoked. Any moron can sell something when the price is reduced by 60%. Norm has been a bust