don't mind billy, he's a fool who lost everything in WG at $16 and bought here at $2.75. He's so far underwater, he needs a snorkel
Ask yourself this, with all that volume in the 1st quarter, why was there no change in institutional holdings? Nothing
not really. They could have done it at $10. there would have been people who would have sold.
How do we know these are "low" prices?
Here are some revenue numbers I estimate we can hit next year:
TAMs - $20M+. After years of de-minimus growth, should hit 10% growth next year. WalMart renewed at higher rates with some wins. Still a dullard but much better than what it was doing. Norm will straighten it out
AvRamp - $9M+. After years of nothing, the low oil will spur growth in this area. $7M deal already announced. Can't see why they couldn't fully roll that out with another $2M. Potential for much more than that as well.
VMS - $25M+. Toyota alone could account for $5M+
Rental - $1M. Who cares.
$55M in 2015 revenue with potential for more.
fully deployed VMS customers:
WalMart - 5K units
USPS - 110 DC's, thousands of units
WalGreens - 1K units
Ford - 6 Units
John Deere - 1K units
Cat - 1K units
committed to fully deploy, in progress:
Nestle - will have 2K units
P&G - up to 15K units
Home Depot - up to 10K units
General Mills - up to 2K units
Bridgestone - 1K more units
I believe the new deployed unit for this contract was 1 of their 24 initiatives. It offers Satellite and cellular. Obviously IDSY would want the customer to pick cellular as it takes away another ORBC customer.
GSM-D300 – Offers Alternative to Satellite Dry Van Product for Migration of Existing Customers
FYI - it took Nestle 5+ years to roll out to all their US sites. First announced in 2009. IDSY really needs to speed up these deployments. 5+ years is just too long. I could see 2-3 years
you realize the opposition is you and the grifter Frank Wall? Troy is an operating mine just a few miles away. Has it harmed the environment? Low metals prices will keep the mine closed, not your inflated ego.