Uber is moving towards autonomously driven vehicles. Imagine the car rental world in that scenario...or not
18K+ coins Friday. Now 86K coins in the last week. A new all-time weekly RECORD!! 180K+ already for the month with 8 days left. Last year saw 202K coins in January and 200K in 2014. A big tell is if they push through a 10K+ amount today (Saturday).
The highest quarter ever saw just under 600K coins. We are now 25% through the quarter and running at a 720K coin rate. Keep in mind that ticket prices are about 10% higher than in 2014 as well.
All they have to do is go at a 42K/week rate for the remainder of the quarter to hit a new all-time quarter high, less than half what they just did last week.
IDSY got a line of credit, has no debt, and $6.5M in cash. They don't need to issue shares. They also have a clean audit opinion. When they do bad, I let them know. When they do good, I do the same. I sold all but 10K shares at $7. bought back under $4. Now hold 45K+ shares.
I get $104M at $8/sh, not $160M. Many of the options and warrants are at prices at $10 and above. The business model has leverage. At $46M in sales they break even. At $100M they have $25M+ in profits. They are just at the break even point now
yes, the CFO is a dooooosh who should have been fired long ago. But CEO and CTO bought after that. Lloyd Miller is an activist and is largest holder. The top 3 holders are all activists in fact.
Just so you know, IDSY Rental Fleet division does exactly what the LOJN company does for auto dealers and then some. CAMP just got into tracking forklifts last year with their Toyota alliance. IDSY also has a Toyota alliance. CAMP sells to sites with less than 20 forklifts, IDSY to sites of more than 20 forklifts. So CAMP is actively trying to get into this space. How many millions have they spent on it so far? The 3rd division of IDSY, TAMs tracks trucks, trailers, etc. So CAMP could be pieces or all. All 3 divisions use CAMP parts.
bad management. They are at an inflection point and have predicted break even early in this year and profits in second half.
we know 2015 was not a good year. 2014 was a great year. We are 30% ahead of 2014 so far through the first 21 days. There was an 82K week in February of 2014 which was the record so we are already at that pace.
Time to rethink and possibly buy more here.
wow, 21K coins graded yesterday. Largest day in years. The Modern submissions must be very strong. 80K coins in last 7 days. Largest in years. 27% ahead of last year so far in the first 3 weeks
LOJN stock price has fallen considerably from the $5.50 target price. Does not seem like deal will go through. CAMP should look at all or part of IDSY. IDSY already uses CAMP components. CAMP supplies T-Matics Mobile to Toyota and we supply T-Matics Command.
Would make a nice purchase for CAMP in the $100M range or about $7.50
yet you were the guy saying WM was a bad investment and sold your CAMP under $14 while it shot up to $30.
For $45M CAMP can buy the TAMs division of IDSY which has about $22M in sales and uses CAMP components. Has long term deals locked up for about $45M so CAMP would be buying at 1X. Similar to LOJN yet it is more involved with commercial tracking rather than individual.
it's a foreign company and does not adhere to US GAAP. Hard to know anything about it. I would invest elsewhere if you like the segment.
please stop being so stupid. No one cares if something is backed by a used car of dubious value. These guys are insolvent and Uber is eating their lunch
no earnings surprise expected, on par with last year. At $14, it's a 10% yield. simple as that. This quarter has started out really well, way ahead of last year. Next week they announce the next 35c dividend. Will most likely go ex-div Feb 12.
sure you did. I can't believe anyone as dumb as you can even find the internet. You are by far, the dumbest investor I have seen in all my years. Why anyone even thinks you know anything is beyond me. Your history has proven that doing the OPPOSITE of what you did would yield outsize gains,
that's funny cause you have emailed me on numerous occasions asking me to keep it up. It wasn't until I learned you were paid by TAXI that i wanted nothing to do with you. I won't invest here either until they fire you and you go away. i would suggest others take that tact as well.