ketchup schreef op 12 december 2022 11:11:
dear Simon,
with TomTom you are betting on a takeover , besides that it remains a sad story for shareholders return
the company lacks earning power and altho margins look great, with operating expenses ( opex / capex ) still too high and invoiced sales too low , for bottom line return TT continues to provide poor numbers and that is reflected in the share price
the 2 positives which could and should lift the stock-value value of this company on the exchange some day ( we hope)
- the growing forward book , which can be seen as a unrealized income still to come
- the value off the mapping asset , as long as there is no new technology which wud or cud undermine the importance of maps
i am surprised that an American private investor , I assume , owns this stock ?
you have Dutch relatives ? did they talk you into this stock ?