Zipcar, Inc. (ZIP) Message Board

dbtunr 607 posts  |  Last Activity: 4 hours ago Member since: Nov 26, 1999
  • Reply to

    IDSY has missed the boat with rental

    by dbtunr Apr 30, 2013 4:40 PM
    dbtunr dbtunr Apr 30, 2013 7:55 PM Flag

    well, Hertz has 25,000 of them now and will have 80,000 by year end. IDSY should have had a "cellular option " with their solution as well.

  • Avis has moved on. Hertz has moved on.

    IDSY needs to start lawsuits or be left with absolutely nothing. Why does the BOD not see this?

  • Reply to

    Hertz reports 25,000 car sharing cars globally

    by dbtunr Apr 30, 2013 10:34 AM
    dbtunr dbtunr Apr 30, 2013 3:54 PM Flag

    from their CC (note, Hertz installed 25,000 car share cars in ONE quarter. It's taken Avis 2 years and still no SOW #2). Apparently, Hertz does not view our technology as car sharing technology

    Mark P. Frissora - Executive Chairman, Chief Executive Officer, Member of Executive Committee, Chairman of Hertz Corp and Chief Executive Officer of Hertz Corp
    Thanks, Elyse. As I mentioned, I'd like to pick this up on Slide 29 again. As I mentioned before, the first quarter financial results came in better than expected. It was really a strong quarter across the board for us. The Dollar Thrifty integration synergies are tracking ahead of plan. We installed our car sharing technology in roughly 25,000 vehicles globally in the first quarter and we're continuing to rollout with a goal of having at least 80,000 telematic packages installed by year end. Our current install base gives us the largest car sharing fleet in the world now by a large margin. We also opened up both off-airport and equipment rental facilities over the past 3 months to address the higher volumes in those markets, and we saw what we hope is the beginning of growth in Europe.

  • Reply to

    UD100 in full bloom again....

    by mjw59801 Apr 30, 2013 3:04 PM
    dbtunr dbtunr Apr 30, 2013 3:08 PM Flag

    highest volume since July of last year.

    Someone bought 300,000 shares for some reason (couldn't be share buyback, could it?)

  • Reply to

    new dividend announced ex-date May 15

    by dbtunr Apr 29, 2013 10:18 AM
    dbtunr dbtunr Apr 30, 2013 2:58 PM Flag

    They have not said when they announce yet, but it must be prior to 5/15 based on SEC deadlines. Usually it is a couple days before ex-dividend which is also 5/15

    Based on the stats pages it looks like record revenue for the quarter with nice year-year growth. GAAP earnings should be any where between 25c-40c with cash flow a few cents higher than that. I guess a good guess is 32c with cash flow of 35c. Unexpected capex or costs from the new Chinese offices could impact that by a few cents lower.

    If we somehow totally misread things and earnings are much lower (like under 20c), I'm out as that would foretell a dividend cut.

  • Reply to

    new dividend announced ex-date May 15

    by dbtunr Apr 29, 2013 10:18 AM
    dbtunr dbtunr Apr 30, 2013 2:24 PM Flag

    we could see that after earnings. Not a single person is expecting increased sales or profits. Add in some short covering.

  • Reply to

    More dark pool trading today....

    by mjw59801 Apr 30, 2013 1:47 PM
    dbtunr dbtunr Apr 30, 2013 2:14 PM Flag

    that's 300,000 at $5.50 in last 2 days

    That narrows it down to in order of holdings:
    Wellington 1.1M
    Diker 676K
    Artis 616K
    Dimensional Funds 584k
    Vanguard 325K
    Barclays 316K

    I'd have to put my money Artis or Diker. Both would fall under 5% and would need to file a 13G in the next 10 days if it is them.

    Interesting to see who the buyer is.

    I wonder if the SOW #2 delay and Hertz now moving forward without IDSY is the news propelling the selling.

  • Reply to

    IDSY will buy Skybitz

    by dbtunr Apr 29, 2013 11:16 AM
    dbtunr dbtunr Apr 30, 2013 11:36 AM Flag

    with the Hertz news today, I am thinking that Jagid is desperate to save his job and will buy Skybitz for more than he should while going into debt to do it.

  • Reply to

    new dividend announced ex-date May 15

    by dbtunr Apr 29, 2013 10:18 AM
    dbtunr dbtunr Apr 30, 2013 11:27 AM Flag

    stock up 50c since the dividend announcement

  • Reply to

    Hertz reports 25,000 car sharing cars globally

    by dbtunr Apr 30, 2013 10:34 AM
    dbtunr dbtunr Apr 30, 2013 10:55 AM Flag

    avis announces earnings tomorrow after COB

  • Reply to

    Hertz reports 25,000 car sharing cars globally

    by dbtunr Apr 30, 2013 10:34 AM
    dbtunr dbtunr Apr 30, 2013 10:48 AM Flag

    if ZIP was still a public company today, it would be down 50% today

  • Reply to

    Hertz reports 25,000 car sharing cars globally

    by dbtunr Apr 30, 2013 10:34 AM
    dbtunr dbtunr Apr 30, 2013 10:36 AM Flag

    Avis will respond by going with many more ZIP cars. SOW #2 will not happen

    Hertz is claiming they have the most car sharing cars "by a significant margin"

  • will have 80,000 by year end

    Obviously, they ain't going with us. Why aren't we suing them? This is HUGE NEGATIVE news. I think we see the $4's real soon folks.

  • Reply to

    Jade & Dunbar

    by beefstu57 Apr 29, 2013 6:36 PM
    dbtunr dbtunr Apr 30, 2013 9:51 AM Flag

    hahaha. so stueey is an internet troll. I thought so

    PS - CLCT doesn't deal in stamps

    PSS - my mom is dead but thanks for making me think of her you troll

  • Reply to

    time for layoffs

    by dbtunr Apr 17, 2013 11:45 AM
    dbtunr dbtunr Apr 30, 2013 9:42 AM Flag

    with the revelation that 7% of miners have quit and the mine is set to re-open in 5 weeks, it looks like they will not have to lay anyone off.

  • Reply to

    Dunbar the Clown

    by beefstu57 Apr 29, 2013 6:42 PM
    dbtunr dbtunr Apr 29, 2013 6:43 PM Flag

    your "buddy" jade classified you as a troll

  • Reply to

    Looks like mining will resume in June

    by bbrownsuxjreilly Apr 29, 2013 4:36 PM
    dbtunr dbtunr Apr 29, 2013 4:55 PM Flag

    the company should issue 8K's with the transcript of these meetings with local officials.

  • Reply to

    is beefstu57 the kiss of death?

    by dbtunr Apr 29, 2013 3:16 PM
    dbtunr dbtunr Apr 29, 2013 4:51 PM Flag

    thank you kindly for your insight, esp on fat, stupid stuey. Yet another internet troll with no life

  • Reply to

    Looks like mining will resume in June

    by bbrownsuxjreilly Apr 29, 2013 4:36 PM
    dbtunr dbtunr Apr 29, 2013 4:48 PM Flag

    After the mine is cleared of debris, crews would begin pumping water from that section of the mine, which would be followed by an inspection of MSHA officials before ore extraction could resume. Should the mine be successful with an early June resumption of extraction, it would be about six months after the stoppage in December.

    Commissioners also presented Miller and Revett officials Larry Erickson and Paul Lammers with two plaques thanking Revett Minerals for its support of its workers.
    “It’s not just 200 people there,” Presiding Commissioner Tony Berget said after reading the proclamation. “Those 200 people have families of three or four people. We’re grateful for the way they’ve treated their workers.”

    The plaques were spearheaded by Kootenai Valley Record Publisher Leland Bothman, who approached businesses about the honors.

    Erickson and Lammers joined the meeting with commissioners near its conclusion, as they were meeting with U.S. Forest Service officials via telephone about progress on the Environmental Impact Statement for the proposed Rock Creek Mine.

    “Getting it complete is still a long ways away, but we’re hoping it’s sometime this year,” Miller said.
    The Rock Creek Mine site is located in Sanders County, and it represents a permitting process that would extract copper and silver ore.

  • Reply to

    Looks like mining will resume in June

    by bbrownsuxjreilly Apr 29, 2013 4:36 PM
    dbtunr dbtunr Apr 29, 2013 4:43 PM Flag

    no wonder the stock went up so sharply. I also like the fact the a few miners have quit (7%) of the workers. This lowers cash burn.

    Mining may resume in June
    Revett aims to begin ore extraction in six weeks; staffers leave



    Posted: Monday, April 29, 2013 9:00 am
    Alan Lewis Gerstenecker | 0 comments
    Crews at Troy Mine are expected early next month to complete the Mine Safety and Health Administration-approved effort to remove rock-shaft debris that for months has halted mining operations.
    Revett officials then hope three weeks after that — in early June — to resume mineral extraction from the silver and copper mine located south of Troy.

    Troy Mine Vice President of Operations Doug Miller on Wednesday said crews of between six and 10 workers are working during daylight hours to clear the blockage that resulted from seismic activity in early December. That activity stopped ore extraction as a plan was devised to continue.

    Addressing Lincoln County commissioners, Miller estimated the mine has lost roughly 7 percent of its estimated 200 employees during the work slowdown. While Revett Minerals, Inc., has not laid off workers, staffers are not being paid bonuses for meeting safety and production goals.

    “I want to make this perfectly clear: We are paying everyone, but we have lost between 12 and 15 (people),” Miller said. “It could be a couple of things: The uncertainty (of mine resumption), and I’m sure some are concerned about safety. I’d say the majority of them are safety concerns. I think once there’s production (again) they’ll probably come back.”

    Miller said as crews continue to clear obstructions, they are installing a lattice-like girder network in those areas for added support. “We are doing some drilling and blasting and putting in quite a bit (of concrete support) to reinforce the (ceiling),” Miller said.