Ik heb de quotes uit de interviews met Reuters en Bloomberg even onder elkaar gezet. Het komt op mij over alsof hij waarde wil toevoegen aan het aandeel. Waarom laat ik even in het midden.
In het bericht van Reuters is hij duidelijk gefrustreerd over het feit dat de waarde van Telematics niet door 'analisten' wordt begrepen en dat de marketcap niet in de goede verhouding staat. Het eerste artikel heeft duidelijk de intentie om een wazige dingen helder te maken.
Het artikel van vandaag heeft hij het alleen maar over positieve omstandigheden en kansen (voor de overnemende partij).'Switzerland of mapping technology', biggest opportunity in location technology' 'Ceo brushed aside those worries (sdmaps niet interessant, maar HDmaps), 'can we go back to 1.7 billion dollar'.
Dus: SOP-waarde tonen -> afrekenen familie-imago --> openen voor overname --> onafhankelijkheid noemen --> potentie HDmaps / location technology --> bluffen met 1.7 billion revenue. What's in the game? Heb vanmiddag mijn positie (long) uitgebreid. De pijn zat hem vandaag denk ik in 'independent'. Zelfstandig, voor zo lang het duurt.
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Working out a fair price for the division, which helps businesses to save money by using software to monitor and improve the performance of their car and truck fleets, might not be straightforward
Telematics, which had 43 million euros in sales in the third quarter, up 6 percent from a year ago, is “a bit of a mystery” for analysts, added Goddijn, one of the company founders.
“If you look at the sum of the parts and the valuation and market cap, there is something not quite right and that needs to be better explained,”
“It’s not clear what the right economic model is going to be going forward for delivering the next generation of mapping content to the vehicle: is it best to be independent? Is it best to team up? It will take time to figure that out,”
“There’s always a big thing about founders and emotional attachments and what have you. I want to set the record straight,” Goddijn said.
“We will do whatever is right for the business and the people and the stakeholders and the customers like any other business, and we’ll look at how it will evolve. We’ll see.”
Within the car industry “things are changing and we want to keep an open mind,” he said in an interview on Thursday in Paris. Yet, the CEO added, “We’re an independent company and we are flourishing partly because we are the Switzerland of mapping technology.”
“What is for sale is the telematics business” only, Goddijn said, declining to comment on what he called “rumors.”
In offloading telematics, TomTom will focus on location technology because “that’s where the biggest opportunity is,”
The CEO brushed aside those worries, pointing to a pipeline of projects. The company is counting on the arrival of self-driving cars to introduce new applications for passenger
autonomous driving as early as in 2021. It also has a high definition map offering for a truck maker in 2019 that will help save fuel.
Goddijn sees the company generating around 850 million euros ($961 million) in revenue this year, compared with 1.7 billion euros in 2007. Gross margins will have almost doubled
compared to a decade ago.
“Can we go back to 1.7 billion euros? I think we can,” he said. “We are OK. We aren’t forced to do anything stupid. We’re not in a hurry.”