AI is just not growing. Revenue went from $17.6M in 2012 to $17.9M in 2013. That's only 1.7% growth, less than inflation. 120,000 units with WalMart having 50K. Walmart has not agreed to a price increase in 4 years. The competitor slide still lists Omnitracs as owned by Qualcomm. Will only charge $2/month for Analytics. AI should be sold off, just no growth here. Orbcomm is a likely buyer as it fits
two customers piloting (I am guessing Walgreens and USPS) and won't roll out nationally until year end. That is just way too slow. Speed it up man!!! $10/month for VMS customers and $2/month for AI is just too low. They are lucky if this adds $2M/yr in revenue (will have high profit margin).
this is where it is exciting. 45K units, 5K are WalMart, 6K are Ford. P&G is the big customer that has been rolling out as guessed, 1K units installed and targeting 15K additional units. Home Depot is rolling out and they are targeting 15K units in next two years. Nestle has a master agreement to roll out in North America. Maybe another 10K units from other existing customers. This is outstanding potential. VMS could DOUBLE or more in the next two years. Developing a cellular and RFID unit that combines Powerfleet/Powerbox into one unit for easier maintenance and install. If it's the same box can obviously start with Powerbox and then just flip a switch and upgrade to Powerfleet. VMS potential has never been better
Really looks like it's back to square one. Jagid totally misrepresented this
Rental is dead. AI needs to be sold. VMS can double in two years. I would sell off AI and buy Voxware. Same revenue, growth 6X larger, many synergies
new presentation is outstanding. Much clearer. Defines market segment, product segment, customer base, revenue potential, pitfalls
Will comment more in new thread
CARB has been pushed back and more exemptions given. Why would I upgrade an 8 year old truck when I can just go buy a new one? Trucks made after 2007 don't need their retrofit
An article in the Chinese People's Daily stated, "Archaeologists in Inner Mongolia autonomous region have discovered a coin casting workshop and more than 1.4 million ancient coins dating back to the Western Han Dynasty (206 BC-AD 24) in an ancient city in Ordos, according to Inner Mongolia Institute of Archaeology". There are 9 images of the coin hoard and production facilities in the article.
How many of those will wind up in PCGS holders?
CLCT made it to Times Square on the Nasdaq site for their 50 millionth coin
see the picture on the PCGS facebook page: PCGSCOINS
so far, cards appear a little slower than last year. There have been huge complaints in the card message boards of delays over 120 days. PSA has stopped their real low price specials or increased the min number of cards that must be sent in on the specials. So even though PSA card numbers are down, the ticket price will be up.
Coins appear slightly better than last year. All in all, I expect better than last years 29c number and adding to cash of about $1.5M
he's an odd guy, no? I almost wonder if he and and that tex guy are one and the same and they were here to pump WG?
Anyone who was a long term holder with lots of shares who didn't sell yesterday is insane. No matter how many shares you owned, you could have gotten rid of them for huge profits.
no, it's not better off. If you take $20 out of your left pocket and put the same $20 in your right pocket, do have more money?