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Het Tom Tom Januari 2022 draadje :-)

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Dutchy Ron
1
quote:

groene appel schreef op 26 januari 2022 13:59:

[...]

VW, Cariad, Bosch worden dan wel gemeld in dat BNR stukje tech-update en TT dan weer niet, willen ze dat niet, interesseert het ze niet of is in dat radiostukje het melden van TT helemaal niet relevant?
Ze weten domweg niet dat TT onlangs met CARIAD een deal gesloten heeft.
groene appel
0
quote:

Wereldbelegger schreef op 26 januari 2022 14:46:

[...]

De verlenging van een bestaand contract als preferred supplier voor Cariad is m.i. toch iets anders dan een een mytische 'megadeal' met VW en daarmee indirect met Bosch.
De lauwe/geen reactie op het grote nieuws door analisten spreekt wat dat betreft boekdelen.

Dat op dit forum een aantal mensen daar anders over denken is aan hen.
Ik hoop dat ze gelijk hebben, want dan rij ik mee op de bluesky scenario express.
Maar vooralsnog sta ik op het perron te kijken naar een sissende locomotief waarbij de stoker ziek gemeld is en de machinist droomt over zijn boot.
duimpje!
dachthetniet
0
quote:

Dutchy Ron schreef op 26 januari 2022 14:57:

[...]

Ze weten domweg niet dat TT onlangs met CARIAD een deal gesloten heeft.
Idd want god oh god als je als eigenaar van een bedrijf dit eens zou vertellen.
Dutchy Ron
4
Insiders sitting comfortably on a €938k profit after buying TomTom N.V. (AMS:TOM2) stock worth €1.6m last year

Insiders who bought TomTom N.V. (AMS:TOM2) in the last 12 months may probably not pay attention to the stock's recent 8.2% drop. Even after accounting for the recent loss, the €1.6m worth of stock purchased by them is now worth €2.5m or in other words, their investment continues to give good returns.

While insider transactions are not the most important thing when it comes to long-term investing, logic dictates you should pay some attention to whether insiders are buying or selling shares.

The Last 12 Months Of Insider Transactions At TomTom

In the last twelve months, the biggest single purchase by an insider was when Co-Founder Harold C. Goddijn bought €1.6m worth of shares at a price of €5.28 per share. Although we like to see insider buying, we note that this large purchase was at significantly below the recent price of €8.41. Because it occurred at a lower valuation, it doesn't tell us much about whether insiders might find today's price attractive.

You can see the insider transactions (by companies and individuals) over the last year depicted in the chart below. If you click on the chart, you can see all the individual transactions, including the share price, individual, and the date!

Does TomTom Boast High Insider Ownership?

Another way to test the alignment between the leaders of a company and other shareholders is to look at how many shares they own. A high insider ownership often makes company leadership more mindful of shareholder interests. TomTom insiders own about €555m worth of shares (which is 52% of the company). I like to see this level of insider ownership, because it increases the chances that management are thinking about the best interests of shareholders.

So What Does This Data Suggest About TomTom Insiders?

The fact that there have been no TomTom insider transactions recently certainly doesn't bother us. But insiders have shown more of an appetite for the stock, over the last year. It would be great to see more insider buying, but overall it seems like TomTom insiders are reasonably well aligned (owning significant chunk of the company's shares) and optimistic for the future. Therefore, you should definitely take a look at this FREE report showing analyst forecasts for TomTom.

Voor wat het waard is

simplywall.st/stocks/nl/consumer-dura...

Dutchy Ron
0
Veel van hetzelfde maar net iets meer info..

The technology

The VW-Bosch project will gather real-time traffic data from millions of connected vehicles, analyse it and then utilise artificial intelligence (AI) for the software development process to deliver L2 and L3 hands-free driving systems for defined spaces, such as urban environments and freeways. The details are:

Level 2 partial automation tech will require drivers to have their hands on the steering wheel and eyes on the road.
Level 3 will allow drivers to let their hands go free and look somewhere else, only to retake control in 10 seconds when necessary.
The L2 and L3 software updates will happen Over-the-Air (OTA).

Using high definition maps, VW and Bosch want to improve the vehicle’s localisation, offering a better scan of the surrounding environment and changing terrains in long-range, thus outplaying Tesla in that respect.

The eyes-on capability, which requires full drive supervision, is expected to be released in 2023. A release date for the eyes-off technology is not yet disclosed. The eyes-on and eyes-off systems will be designed for consumer vehicles rather than fleets.

VW and Bosch also revealed their plan to continue with Level 4 full self-driving in the future.

The ‘eyes-off’ competition

Auto giants and tech companies are joining forces worldwide to gear up for the upcoming battle in the autonomous driving industry. Below are just a few examples:

Ford and Lyft are working to provide autonomous vehicle services in the US,
Waymo and Geely teamed up to build EV robotaxis,
Google invested in driverless delivery services provider Nuro,
Mercedes partnered with Luminar to develop self-driving technologies,
GM joined forces with Qualcomm to equip its future cars with hands-free technology.
In Germany, VW couldn’t release the L3 system developed for the A8 in 2018 due to a lack of regulations. However, the attention has increased as Mercedes-Benz has gained regulatory support to deploy L3 systems in 2021. Currently, the new Mercedes-Benz S-Class and EQS are the only cars having L3 autonomous driving capabilities, in compliance with UNECE regulations. BMW also ambitions to release L3 autonomous tech in Germany in 2022 in the new 7 series.

The interaction in the autonomous driving industry and the willingness of the German automakers gives a clear sign for fierce competition, which will soon be stretching up to Level 4 autonomy.

The investment

The combined effort to develop self-driving technologies will gather over 1,000 engineers from Bosch’s Cross-Domain Computing Solutions and Cariad divisions.

VW announced a massive €89 billion investment in electric mobility in December 2021, including software development for the following five years. VW also invested $2.6 million in the autonomous driving technology provider Argo AI.

De investering in Argo.AI richt zich met name op level 4 (robottaxi’s).

VW Chief Financial Officer Arno Antlitz sees the partnership as a means of accessing the “new revenue pool software.” “The components of the developed software can also be used for vehicles and ecosystems of other automakers in the future,” he says.

www.fleeteurope.com/en/technology-and...
Dutchy Ron
0
Danny Kim of VSI noted that a few L3 deployments will occur in 2022, with most deployments in the L2+ category including door-to-door hands-free navigation systems. He highlighted the “Blue Cruise” product from Ford which is powered by a Mobileye map. Stellantis will launch is first L2 offering in 2022 with TomTom mapping technology, with Nissan launching an entrant in late 2022 called ProPilot2.

www.natlawreview.com/article/experts-...
Dutchy Ron
0
quote:

Dutchy Ron schreef op 24 januari 2022 16:16:

Het gaat hard nu, te vroeg TT calls gekocht
Zojuist weer terug in de crypto’s (BTC op $33.500 en XRP op E0,50ct
WeJo gemiddeld en bijgekocht GAK nu $4,80
Normaal ben ik niet van vallende messen opvangen en koop ik liever in stijgende lijn.
BTC inmiddels 38.400 en XRP 57ct……. Verdien meer met crypto’s laatste jaren dan met TT……

WeJo komt wel goed en binnenkort er weer uit op 5,50
SEDG alweer +7% geopend op $225 dus gaat ook lekker GAK $74 en laatst bijgekocht rond $250
PostNL GAK 3,75 te duur gekocht maar komt goed, gaan er op 3,75 weer uit om lager terug te kopen.

Alleen TT blijft achter helaas…….benieuwd wanneer TT 10+ noteert (GAK 7,03 nu)

Als HG wil kan hij tot 4 feb iedere dag een PB uit doen …… de wil is er niet
Dutchy Ron
0
NEWSHuawei Petal Maps to launch soon in China

Petal Maps lets you explore the world around you in new ways. Available in over 140 countries and regions. The app not only lets you get your current location, browse the map, search for places, and your favorite but also displays real-time traffic conditions, events and other traffic conditions.

www.huaweicentral.com/huawei-petal-ma...

[verwijderd]
3
8,50, dezelfde koers als tijdens de AVA van 2019 (met 230 miljoen uitstaande aandelen) waarin Wakkie stelde dat de markt ging bepalen tegen welke koers de aandeelhouders verplicht 40% van hun aandelen moesten verkopen ivm verkoop Telematics.
Die was een maand daarna 7,31, de markt wilde er blijkbaar niet veel geld voor vangen. Dat was dus zeg maar onze eigen schuld.

De AEX stond toen op ongeveer 500 en staat nu 50% hoger.

Dit zijn feiten en geen meningen. Er is objectief geen enkele reden om positief over TomTom te zijn.
Dutchy Ron
0
Baidu and Geely have invested $400 million into their electric car venture Jidu, less than a year after it was launched.
The money will fund research and development and mass production, according to Jidu.
www.cnbc.com/2022/01/26/chinas-baidu-...

In the last several weeks, Baidu has announced that Jidu plans to reveal a concept car with level 4 autonomous driving capabilities at the auto show in Beijing, set for April.
Dutchy Ron
1
Huawei's foldable P50 Pocket and flagship P50 Pro will finally go on sale this month in the UK and wider Europe for about £1,090 and £1,005, respectively, following their unveiling in China last year. Due to ongoing issues between the US government and Huawei, the phones won't go on sale in the US,

Daar gaat TT van profiteren als Huawei weer een groter marktaandeel weet te bemachtigen……. Vanwege het feit dat Huawei TT gebruikt voor hun Petal Maps

25-1-22
The Huawei P50 Pro and P50 Pocket have officially landed in Europe (the vanilla P50 has not). The two phones are already on pre-order in Bulgaria with the P50 Pro also appearing in the Czech Republic and Croatia
sniklaas
2
quote:

Riet v. Milt schreef op 26 januari 2022 15:45:

Er is objectief geen enkele reden om positief over TomTom te zijn.
Jawel Riet, de onderliggende waarde van €1750 mio exclusief cash is een reden om positief over het aandeel @TOM2 te zijn.

Nog €6 p/a aan discount te winnen maakt €13,50 en aangezien TOMTOM toh niet in staat is om een acceptabel verdienmodel op te tuigen is het verstandig om de assets te verpatsen met 30% premie maakt €17,50 plus €2,50 cash maakt afgerond €20,- p/a, strik eromheen en heel vlug afscheid van nemen…

TOMTOM kan dit proces bespoedigen door de cash te gebruiken om eigen aandelen in te kopen voor scrap, des te eerder de koers aan €13,50 staat des te gunstiger het sentiment en des te hoger wordt de premie, het zijn immers onder de paraplu van TOMTOM beperkt houdbare assets….
Kuiken
0
bron Automotiv:

CONNECTED VEHICLES
Personalizing the Software defined Vehicle

By Robert Gray

18th January 2022

The software-defined vehicle has arrived.

Now automakers and Tier 1 suppliers are weighing whether personalization and customization for consumers will turn out to be the industry’s Holy Grail. Technological changes and updates were once incremental but the cycle has accelerated from gradual modifications and ad hoc software additions to real-time upgrades.

“The car has evolved by bolting on new parts, add a feature that doesn’t necessarily integrate with anything else, that was a fixed function,” said Danny Shapiro, vice-president of automotive at Nvidia. He notes this is changing with the move to a software-defined car: “It’s about bringing high-performance computing into the vehicle and planning for the future, to run applications that haven’t been envisioned yet, with over-the-air updates to run them.”

Nvidia and other suppliers are working with carmakers on future proofing vehicles by bringing greater computer power on board designed to eventually run applications that haven’t even been created. The company’s Nvidia Drive Orin platform aims to operate as the software-defined vehicle’s brain. It powers computing functions including a visualization of autonomous driving functions, digital clusters, infotainment, and passenger interaction AI.

Shapiro says that software-based platforms such as Nvidia’s will offer versatile, AI assistance for drivers and passengers. These on-board assistants will learn schedules, routes, and other external facts but will also “know” who is in the car, what their preferences are for climate and entertainment, and be able to converse with occupants, not simply answer with canned responses.

Are you experienced?

Automakers have long focused and traded on engineering prowess, design and luxury. In a recent report, McKinsey wrote: “These qualities still matter to today’s consumers but they are table stakes. The new battleground is increasingly one where tech-enabled, data-rich, EV companies currently have the upper hand: customer experience superior driving performance and vehicle reliability.”

While boosting budgets to implement integrated tech platforms, the consultancy suggested auto manufacturers take an easy route to cut costs: complexity reduction. McKinsey noted one European premium brand had more than 100 different interior configurations compared to a US EV maker that offers just two configurations.

The report also advised carmakers to consider using docking stations for mobile devices. Many automakers have long used a BYOD approach, since it offers consumers a familiar interface to access their apps and communicate, when appropriate and safe to do so. Auto executives who back BYOD have long seen this as an easy way to please customers while saving money, although some designers say there’s still a way to go before in-car consumer customization quiets critics.

“Services like CarPlay and Android Auto have enhanced the ability to mirror what my phone can do in the car… but the rock in the shoe of the consumer is that a vehicle can only accommodate a small percentage of personalization that exists in the consumer’s life,” Eric Noble, President, The Carlab told TU-Automotive. Noble added the opportunity for that level of personalization is “vast” but that automakers must balance offerings with safety: “We can’t have the level of distraction or screen interaction we have on mobile devices for good reasons. We have to balance technology that changes daily versus human nature that changes never.”

One manufacturer that has long traded on its tech background and cutting-edge capabilities is Tesla. The EV maker’s recent over-the-air (OTA) Software V11.0 update underscores why all parties in the auto supply chain are excited about more widespread use of this functionality. The free OTA offers a range of novel options and functionality including new infotainment experiences, safety features, customizable controls and a new user-interface design. Gene Munster of Loup Funds wrote in a note to clients that the EV maker’s moves are “net positive”, adding that the new UI creates the foundations for “future user customization and highlights the potential for an app store.”

These types of OTA updates will play larger roles for all automakers down the road, allowing for carmakers to release new models and features while continuing to do research even after the vehicle has rolled off the lot. In fact, Shapiro predicts: “The car being at its worst the day you take delivery and it gets better and better over time. The value of the car may go up over time because it can do things it couldn’t when you bought it.”

Noble said: “OEMs are captivated and intensely focused on OTA for one reason: the dream of ongoing revenue potential.” Noble, who works with all major German, Korean and Japanese manufacturers as well as US Tier 1s, added that OTA fees are a more realistic and reliable revenue stream than collecting and selling consumer data from vehicles. “It’s an OEM fantasy that they’ll sell data based on the connected car. Consumers have no interest in any of that.”

The design executive is much more confident about consumer uptake and interest in advanced driving and safety technology: “OEMs can’t develop driver systems fast enough and consumers have invariably paid for them. Once systems like lane departure and auto emergency braking are in and work, consumers embrace it and pay for it. We’re extremely bullish on ADAS and autonomy because consumers are.”
Wereldbelegger
0
quote:

sniklaas schreef op 26 januari 2022 16:07:

[...]Jawel Riet, de onderliggende waarde van €1750 mio exclusief cash is een reden om positief over het aandeel @TOM2 te zijn.

Nog €6 p/a aan discount te winnen maakt €13,50 en aangezien TOMTOM toh niet in staat is om een acceptabel verdienmodel op te tuigen is het verstandig om de assets te verpatsen met 30% premie maakt €17,50 plus €2,50 cash maakt afgerond €20,- p/a, strik eromheen en heel vlug afscheid van nemen…

TOMTOM kan dit proces bespoedigen door de cash te gebruiken om eigen aandelen in te kopen voor scrap, des te eerder de koers aan €13,50 staat des te gunstiger het sentiment en des te hoger wordt de premie, het zijn immers onder de paraplu van TOMTOM beperkt houdbare assets….
Maar dan kunnen we de € 2,50 cash er niet meer bij optellen. Toch?
Dan wordt het € 17,50 en met wat goede wil en wat tegensputteren een premie van 40% wat € 19,- met zich meebrengt. Zonder strik afscheid nemen is ook prima. Het liefst dit jaar.
((-;
sniklaas
2
quote:

Wereldbelegger schreef op 26 januari 2022 16:28:

[...]

Maar dan kunnen we de € 2,50 cash er niet meer bij optellen. Toch?
Dan wordt het € 17,50 en met wat goede wil en wat tegensputteren een premie van 40% wat € 19,- met zich meebrengt. Zonder strik afscheid nemen is ook prima. Het liefst dit jaar.
((-;
normaliter kun je de € maar 1 keer uitgeven, maar dit is wel TOMTOM waarin de afgelopen jaren de omzetten zijn gedaald, de kosten zijn toegenomen, desalniettemin hun management belonen met bonussen vanwege de continuïteit in het reduceren van de omzet, het negatief bijstellen van de verwachtingen, het realiseren van negatieve WPA’s, gezien de toename van het aantal FTE's kost het yoy kunnen realiseren van verlies steeds meer moeite....
[verwijderd]
0
Lees erg veel optimisme over besluit FED, deel posities calls teruggekocht. Ook olies en Avantium vermeerderd.
Dutchy Ron
0
NewKidInTown
0
quote:

janrobert schreef op 26 januari 2022 21:05:

Heel hard
Omlaag of omhoog ?

Vroeg hij hoopvol ;-)
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