I disagree. Just nervous nellies are selling. Volume is light, almost negligible.
Short term pain for potential long term gain.
so spanfraud. I asked two things of you and you haven't responded
- I asked for the SEC doc which shows a still valid Lincoln Park deal. The one I saw said it is expired
- I asked you to take a bet with me. I guess you don't feel confident in your earnings prediction
I would rather get them late and have them be correct than have gotten incorrect and filed already
WalMart's DC's are at the top of any data. They don't care about anyone else. It's been their strong point for years and years. I remember my professor in college talking about them
Walmart has 5k of those installed units. They will NEVER buy Analytics as they report that on their own systems probably better than IDSY can report it.
Analytics is priced at $10/month/unit. Ken Just gave a presentation last week and there are 70,000 +/- installed units. If every single company signed on for every single warehouse, it means $8.4M/yr to IDSY. So it could theoretically increase revenue by about 20%. Big Whoop
Not every customer will sign on. Those that do, won't sign on for every warehouse. So maybe, maybe they get 25,000 units signed on...$3M/yr to IDSY. I'm just not that excited by that.
Analytics is not the companies savior. Helps, but it's just not that big a deal.
which was a million dollar PR
from a 10,000 foot level, it seemed to me that Jagid was devoting all his time to Avis at the expense of everything else. The CEO should not have been that obsessed
this is the news we will hear:
IDSY has decided to no longer pursue Avis for the car rental segment. Avis wanted us to start another long, costly, drawn out pilot, and we are not willing to do so. We will continue to pursue other avenues for the rental product.
let's see what Ehrman says on Thursday. Give him a chance. The direction of the company could change; AI sold off, etc, or the entire company put up for sale
If they came out and said they are "exploring strategic options including sale of the company", we see $8 pretty quick. Jagid wanted the home run. He's walking away with an 0-5 night and 5 strike outs. Maybe Ehrman is happy for a single and a 2-3 night.
WG is nothing compares to CAMP. He sold between $10-$14, now $34, and put the proceeds into this
FYI - They won't have any taxes. they have tax loss carry forwards that will last for years and years
where's the SEC doc? I found one with Lincoln Park in it from 4 years ago. It said the term was for 30 months. It's the little things you just don't pay attention to
Breese's severance will be on the order of $500K
Unwinding Pirelli could be that much as well
Settlement to former CFO is over $1M
These guys could fold up today or tomorrow and it would not surprise me
I say they lose 2c last qtr, you say 20c. We are talking GAAP
whoever is further away has to stay off the board for 30 days. Deal? So if they make more than 9c, you win. You realize they would have to make more than $1M on a fully diluted basis for that right?