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TravelCenters of America LLC Message Board

sirius_yomama_2 217 posts  |  Last Activity: 15 hours ago Member since: Sep 24, 2003
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  • Reply to

    SVV

    by suebear15 17 hours ago
    sirius_yomama_2 sirius_yomama_2 15 hours ago Flag

    I just sent him an ear full. The idiot does need to side step and just become a VP of Sales. His role as CEO Is to big for him. Even though there is no material event there is no credibility for him on the street.....

  • Reply to

    March 10th

    by astrofan315 Mar 3, 2015 9:31 AM
    sirius_yomama_2 sirius_yomama_2 23 hours ago Flag

    They might post preliminary numbers before this conference so they can talk about their consecutive growth and margins.

  • sirius_yomama_2 sirius_yomama_2 23 hours ago Flag

    That is correct Invest...its all about time to market WITH the feature set that is competitive and capability to change and add in the future. Its too late for anyone like a Google or Major Retailers to try to start the ground work to develop a very sophisticate software system that is base in Telecom protocol. It took ETAK which was telecom player for many years going back couple of decade 6 years to develop this platform and it still has one more component (mobile signaling) to transform into SDN base. Even for Google to go after licencing and then development of such platform will take 4-5 years! But the most important question is WHY? If after dabbling in it they want to dive in fully then then they would buy a small niche player in the space like ETAK. Why reinvent the wheel if it already exist. With ETAK's leading platform I would suspect we would be acquire in piece 3-5 years AFTER we spin off ValidSoft which I think will happen in 2 years.

  • sirius_yomama_2 sirius_yomama_2 Mar 2, 2015 9:59 PM Flag

    Invest...All the entities that I mentioned have plenty of cash but the crucial business difference is that they are not in the telecom software development business. You can't throw money at this and say develop a team that can collaborate, design, write the codes, test, and deploy a fully functioning MVNO platform. You have to have deep expertise and knowledge in the industry and be in the core business of doing this day in and day out to even understand the intrigues of writing communication codes. If you are Google you core business is not to write telecom codes....you are core is search engine and ad platform and software/hardware that directly integrates with your search and data engines to provide relevant adds to its customers. Their interest is to enter this sector to give an upper hand to their Android OS phones and enable data rich features without limitation from the ILECs. That is their core and peripherial services such as Google TV or such services need the all you can eat data plan that most of these guy do not provide. As a MVNO, Google and other like it can develop the backbone via a partner quickly and use their buying power to buy huge bandwidth from the wholesale segment of all these carriers to provide a service plan that best fit their own customer. They are not going to be in business of providing SDN network for sale...they want to be service provider of their own services. So They will not be developing such capability which will take them 100s of millions to do so and years to develop...they will simply partner with an ETAK type entity and do what Google does best...sell ads peripheral internet data based services! Amazon doesn't want to sell SDN platforms..they want to sell music, books, and other stuff which benefit them by having a user on their smart phone all time browsing....now if you were on a 2GB plan would you be downloading music or books anytime? That is lost opportunity and lost revenue!

  • sirius_yomama_2 sirius_yomama_2 Mar 2, 2015 5:29 PM Flag

    Sue while it's unclear how any of these guys will get to their desire of providing wireless services one thing is clear...they must do this in face of continuous limitation put on by the big ILEC on data downloads to boaster their bottom line while hampering these companies which relay on "all you can eat" data plan to sell and provide more feature rich services. Why ETAK? As Ovum research provided a industry whitepaper last year ETAK is the only fully complete SDN platform in the market leading by a couple of years at minimum. So it takes tremendous resources to fully develop such a platform and majority of the multi million dollar competitors you speak of are mainly box sellers that require tremendous initial investment to deploy a platform that might be outdated by the time (usually 1 year) its deployed. ETAK now with Affirmed and HP partnership provide the only comprehensive SDN/AFV solution that can be up and running in less than 3 months as they have demonstrated with LOWI.

  • Reply to

    What is a Paydiant?

    by brauwert Mar 2, 2015 2:37 PM
    sirius_yomama_2 sirius_yomama_2 Mar 2, 2015 4:13 PM Flag

    “The reality is that mobile payments is still a zero billion dollar industry. While we had very big contracts with some very big merchants, the actual dollar values and volumes were just kicking in. And then you have what Apple is doing, which shined a big light on what we were doing but it caused a lot of boards to stutter-step on mobile payments. Apple’s solution is very simple and requires NFC-capable point-of-sale systems which aren’t very common yet, but they do have hundreds of millions of loyal customers and great phone. Plus, they’re Apple and they could buy a small country.
    So we mapped the capital requirements against time and projected volume — which equates the the revenue register ringing for us — and we felt the partnership with PayPal made a lot of sense. Particularly since its incoming CEO, Dan Schulman, knew us from his time at American Express AMEX and that our platform is industrial strength. He wants this to become a very big division of PayPal, and the [Paydiant] team was all on board… When a team tells you it’s time, it’s not my place to say it isn’t.”

  • MNVO Dynamic....."The public failures of MVNOs in the model’s early days continue to drive lingering skepticism. In my view, those skepticisms are valid for the generic MVNO model but are significantly overblown now that we know what works and what doesn’t. In EBay’s case, the auction powerhouse is leaving money on the table."

    These are all cases of huge retailers that will use the current Duopoly between Verizon and ATT and per pound data usage rate to cut the cord and offer their own MVNO services where when utilizing the services that they want to push the data usage will be credited. The traditional ILECs have found themselves looking outside of the borders now for growth like the acquisition of Iusacell and Nextel as more of these traditional retail powerhouses will enter their domain over time. Now these guys know retail but they don't know telecom and MVNO. They will not go spend money to build such platforms but they will need a partner that makes it easy and straight forward. As ETAK makes more noise from LOWI type deployments these guys ears will perk up.....now there is someone out there that has done the heavy lifting and can make their abitions a reality in very short time. Proof is done and available. This why LOWI is more important than ATT in the long run...the industry is about to hit hyper growth and transformation. Traditional carriers would not survive the #$%$ if they don't transform their networks quickly. Old MVNO will need to wake up and do the same. Now its all about features and lower cost....voice and data must become a commodity for the online retailers to thrive and survive. The boundaries between Wireless Carrier are getting more gray and this is opportunity for ETAK!!

  • Source: MVNO Dynamics....Jan 30 2015

    Amazon is a technology company, not just a shopping company. At least that’s how Jeff Bezos sees it. And the next adventure Amazon may have in mind is becoming your mobile service provider.

    Sources have told VentureBeat for some time now of chatter within the wireless industry about Amazon becoming a network operator, and it may actually happen.

    In case you haven’t noticed, Bezos is an audacious character, and he’s got the money to try new initiatives that are ambitious to the point of being a little nutso.

    Case in point, of course, is the Fire phone. Nobody expected that Amazon would want to make a phone — much less build the thing by itself — without any existing experience in phone making. But it did.

    Any technology that funnels into the shopping business — directly or indirectly — is fair game for Bezos.

    Now, with the news that Amazon has gotten into the email business with WorkMail, it’s a good time to look at where the company might go next.

    Google is rumored to be looking seriously at becoming a cellular phone service provider, or MVNO (mobile virtual network operator). The move would ostensibly be aimed at providing an alternative Internet connection over which to use Google search and other productivity services. But Amazon arguably has a more direct reason to become an MVNO.
    At the announcement of the Fire, many were disappointed that the innovations stopped at the outside edges of the phone. You got some cool features (Firefly, 3D, etc.), but you still had to pay AT&T the same old high rates for the same old traditional cellular contract.
    The first Fire phone was a flop. Could selling the next Fire phone in tandem with a matching cellular service lead to a better result? Maybe.
    An “Amazon Prime mobile” service would use the Fire phone as its preferred device. ..read the rest on MVNO
    Dynamic....

  • I got this from another poster here. Google that headline and read it. Thank you for picking up on this. This is a great for the industry and ETAK. I did note on this on the board last week or so as well. There will be many none traditional entities that will be offering wireless data and voice in coming years like Google, Apple, Samsung, Ebay, Amazon, Target, and etc....Even Google as you read is using a "partner" to offer this capability to help test that realm bring more capabilities to its phones by controlling the network. This partner can be ETAK and if not it could open the doors to ETAK. Once one of these giants enter the field it will only open the door for others to follow as they must compete and most importantly it will shake the industry for us. This is very very positive!

  • IMO Given 4th Q is the only quarter where all Iusacell SIMS will be fully billed and accounted for AND VS continued increases in its transactions and on trend with previous Qs of reduced Opex, we should see only a $1-1.3M burn rate for this Q. With over $9M in cash as of last Q ETAK will continue to reduced its burn rate with addition of the new FICO UK Bank to possibly FCF positive statue by end of Q2 2015 pending ramp up speed of the new bank. What's understandably a frustrating situation with VS clientele is the nature of the security products that are being sold and use will not be fully disclosed publicly. That is very understandable in the security realm of banks. So we can only try to dis-cipher from the Q CC what else VS has been up to and if other aspect of its product suit are being utilized. I am very excited to hear its ongoing talks in the Voice Recognition realm and what advancement they have done in that with current pipeline and pilots. That is another huge sector that we are very nicely positioned in with the best in the class voice engine tested by U.S. NIST.

    Again today's prices and anything below $1-1.5 does not align with ETAK fundamental position and represents a great risk/reward scenario for any new entry or average down opportunity as I am taking advantage of now.

  • sirius_yomama_2 sirius_yomama_2 Mar 2, 2015 9:35 AM Flag

    I doubt it birdy but we hope you stick to it this time since you lied about losing the bet a year ago.

  • sirius_yomama_2 sirius_yomama_2 Feb 28, 2015 5:42 PM Flag

    WC....You have to follow the facts. In Q3 they reported Adj EBITA of 1.1 positive. They are now in the striking distance of FCF net income given the current UK win. This number should change higher substantially in Q4 and continue to positive FCF in Q1. Regardless cash burn has significantly been reduces. The 9M cash can last them over 2 year with if stay just like this with UK bank....but these FICO bank ramp up transaction over time and as such the cash burn and eventually positive CFC will stop the burn complete. Once the 3 small U.S. MVNOs get deployed I would wager we will be cash flow positive for sure. I don't worry at all with current cash on hand.

  • sirius_yomama_2 sirius_yomama_2 Feb 28, 2015 7:56 AM Flag

    See how you give yourself birdy..you can't keep your identity a secret! lol....exact statement that phoenix makes consistently.......NOT including 4Q ETAK has 13th consecutive growth on both bottom and top line...go look at the Income statements for past 13 Q. 4th Q will be 14th and with VS current win off UK bank they will have continued growth even if we don't get anymore SIMs from Iusacell.

  • sirius_yomama_2 sirius_yomama_2 Feb 28, 2015 7:52 AM Flag

    The LOWI installation will resonate loudly throughout the industry. Many large retailers and companies like Google, Amazon and Ebay are talking about becoming a MVNO and offering wireless services. Many of the old gen MNVO MUST MUST reconfigure their network to be competitive put via price and features. When a MVNO like LOWI is launched all other competitors in area will find themselves screwed because of the relative value and performance that LOWI is offering for the price. Think about it....If I have a provider that just lunched offering $10/month unlimited calling and 1GB data included I would be jumping ASAP. The ease of deployment on a fully comprehensive platform that can be run with 5 people 24 hours and give you a cost of 50 cents to a $1 for your entire backbone cost is disruptive to the industry! Others are noticing this big time and that is why LOWI is more important in long rung than ATT.

  • sirius_yomama_2 sirius_yomama_2 Feb 28, 2015 7:37 AM Flag

    He is lying. I just spoke to Gersten and he wouldn't no such thing on ATT

  • sirius_yomama_2 sirius_yomama_2 Feb 28, 2015 7:35 AM Flag

    You are so full of #$%$. "ETAK doesn't have resources to take ATT to court" lol....there is no court needed as these contracts are cut and dry! Performance criteria has obviously worked for Iusacall since we have the CEO of Iuscacell praising ETAK on that topic alone publicaly and several times along with additional SIMs migrations. So even if ATT wouldn't continue with us they are in for huge cancellation equivalent to remainder of the 5 year term. Keep sit here and lie birdy.

  • 2014 was year of modifications and tweeks to the VS platform as they had their first major bank on and FICO integrated their system on their own platform. This resulted in discovery of what else needed to be modified and tweeked to enhance the VS system to the requirement of UK Banks. That has been done now. I expect additional banks to come on quickly through FICO.

  • Birdy brains is working overtime with new negative threads...as usual they are full of lies. The reality is the 3m subs from Nextel will also be awarded to ETAK....but all this will take time as ATT has to grasp these new 2 acquisition before moving forward with such projects. Meanwhile we are billing for the current SIMS on platform for foreseeable future.

  • Reply to

    No volume.....

    by golferstock1980 Feb 26, 2015 12:46 PM
    sirius_yomama_2 sirius_yomama_2 Feb 26, 2015 2:58 PM Flag

    Stock there is never just a single thing that is going on here. The fact is no one really knows. But in many years that I have been investing in small caps one thing always has been present and this Manipulation one kind or another. These low volume stocks are easily manipulated by one with a bit of deeper pocket and know how of the market mechanisms. ETAK is no different. Although as I have said the past 3-4 days of trading and looking at the tape shows a big seller unloading their position or part of. Not must can be done but just wait it out and use the opportunity to add to your position if you are a LONG term holder. This MVNO industry must go through a transformation to remove the blockade that exists there now...and that is the niche that ETAK leads in now...its only the beginning of the S curve.

  • sirius_yomama_2 sirius_yomama_2 Feb 26, 2015 1:34 PM Flag

    Well said ez.....I hate where we are but I can't be the only one buying here. Unfortunately we do need that Q4 number to relieve this pressure. That number will be higher and positive momentum will continue. And even if AT&T doesn't move forward in near future which I doubt it will given their outstanding buy of Nextel their continued revenue increase QoQ will continue in Q1 with recent VS win of the UK bank. It wouldn't be much but it will be higher than 4Q for sure and therefore 15th consecutive growth.

TA
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