VRRM Verra Mobility Corp - Ordinary Shares - Class A

$VRRM are turtle and anto the same person?? 725k is a very average salary to takeover a publicly traded company with a billion in revenue. Of course he’s getting rsus. That would be unheard of if he didn’t.

$VRRM Big insider buy today, i have connections news to be released in the next couple days...

$VRRM their share buyback program expires November. They're obviously going to buy a load of shares and get this back over $4 quickly

$VRRM Man, I dodged a bullet here. Almost loaded the boat for a long play a couple of months ago. 😥

$VRRM I suppose we may finally call for the bottom here. 25M buys don't happen accidentally.

$VRRM ignore previous comment. Wasn't aware their govt solutions are expanding so much between multiple states. 1 billion in annual revenue already between all lines with Hertz and AVIS included long term

$VRRM $VRRM they have 1.2 billion debt and their main software can be replaced in future of AI. Theres also political backlash with flock (they aren't flock directly) but monitored systems in general. That 1.2 billion dollar debt although it's due in 5 years, even if they produce 100 million in net income every year they won't be able to pay it off or even come close to it.

$VRRM These are the company's forecasts, they're good, so why is it collapsing? Are they perhaps lying and hiding some big problems?

$VRRM picked up shares here. we are coming to the end of the S&P small cap 600 forced selling. Posted this several times, but it was totally ignored by most. instead crazy theories have been posted daily. I expect a nice rebound next week.

$VRRM Investors probably think Verra won't be able to repay the debt. I don't see any other explanation.🤷🏻‍♂️

$VRRM Important point on Avis that seems to get overlooked: Avis originally issued a termination notice, but that notice was later withdrawn and the relationship was extended for 7 years. Yes, the new financial terms are materially less favourable than the previous agreement - that’s already reflected in reduced 2026 guidance. But there’s a huge difference between losing a major customer completely and keeping that customer under a new 7-year agreement. Q2 Adjusted EBITDA: $110.7M 2026 Adj. EBITDA guidance: $360–370M 2026 FCF guidance: $105–115M The market has punished $VRRM heavily for the Avis reset. Now the question is whether the business stabilises under the new economics. If it does, the current valuation could look very different. 👀

$VRRM so 500M mcap and only 13M worth liquidity. It won't move unless we see some good $100M liquidity here.

$VRRM the new ceo needs to help extinguish the debt. investors realize theres no quick solutions.

$VRRM The option spreads are in $2.50 increments which shows that market makers have zero idea on how to price this stock.

$VRRM been trading side ways since June. The last pump was the Avis modified contract renewal. Need a bullish PR. Still holding my position. Long term play for me on this if there’s any chance.

$VRRM looks like it can easily float down to 3$ based on no news and market crapping out in the next two weeks.

$VRRM market psychology is really crazy. So many would rather just sit and hold and complain day after day after day as if they are forced to hold. Coming up with theories and doubts to make everyone else start doubting more and more and it’s just a spiral downward. The market over shoots the majority of the time to the downside and upside. A lot of it comes from peoples impatience and expecting news to be released every couple of days, big corporate companies don’t work that way.

$VRRM Looks like they are still making deals and gaining customers! US bank is pretty sweet!

$VRRM The silence is deafening. Not sure if it is deliberate but it's certainly unsettling.

$VRRM Already bought back and retired 2.21M shares for $50.2M in 2026. Still has $66.3M remaining under the buyback authorization. At current prices that $66M could buy back a significant number of shares.