Aandeel TomTom AEX:TOM2.NL, NL0013332471

quote:

inspirator schreef op 28 januari 2014 18:45:

Met een vermogen van 4 miljard dollar bod uitbrengen van 15 euro per aandeel TomTom.

www.belegger.nl/nieuws/2645648/icahn-...

quote:

inspirator schreef op 28 januari 2014 08:24:

Apple (AAPL) needs to, or at least should, acquire TomTom to secure its position in mapping and location technology.

Without A Buyer, TomTom's Route Is Unclear

Jan. 26, 2014 11:28 PM ET| About: TMOAY, Includes: NOK

Disclosure: I am long LNVGY, . (More...)


When the best exit strategy for a stock is a buyout from a company that may not actually need the products or technology involved, it's tough for me to get all that excited. Be that as it may, the potential of a buyout has been the strongest bull argument for TomTom (OTCPK:TMOAY) (TOM2.AS) for over a year, as many have argued that Apple (AAPL) needs to, or at least should, acquire TomTom to secure its position in mapping and location technology.

There's little argument that mapping/location/navigation technology is important for smartphone manufacturers, and increasingly for automobile manufacturers as well. Whether its important enough for another company to shell out the more than the $1.6 billion it would likely take to acquire TomTom is debatable. The rise of "social mapping" is creating more technology options and the sale of Nokia's (NOK) handset business to Microsoft makes Nokia a more viable licensing partner. I'm not going to rule out the possibility of a company buying TomTom for its map assets, but the stock appears about 20% overvalued on its own independent merits and that makes this more of a binary story than I prefer.

A Necessary Asset … With Three Providers

Maps and GPS-based location/navigation functionality has become a virtual must-have for smartphone manufactures. That leads them to one of three providers - TomTom, Nokia, or Google (GOOG). As OEMs have in the past proven reluctant to deal too extensively with their competition, TomTom has been a beneficiary as companies like Google, Sony, and Samsung have licensed their mapping technology.

Those relationships have been changing. Google has built and bought its own mapping technology, and its licensing payments to TomTom have been declining for a few years. At the same time, Nokia's exit from the handset business may make it a more suitable partner for other handset OEMs, and Samsung chose Nokia instead of TomTom as the map provider for its new Tizen OS.

seekingalpha.com/article/1968591-with...

quote:

inspirator schreef op 28 januari 2014 08:24:

Apple (AAPL) needs to, or at least should, acquire TomTom to secure its position in mapping and location technology.

Without A Buyer, TomTom's Route Is Unclear

Jan. 26, 2014 11:28 PM ET| About: TMOAY, Includes: NOK

Disclosure: I am long LNVGY, . (More...)


When the best exit strategy for a stock is a buyout from a company that may not actually need the products or technology involved, it's tough for me to get all that excited. Be that as it may, the potential of a buyout has been the strongest bull argument for TomTom (OTCPK:TMOAY) (TOM2.AS) for over a year, as many have argued that Apple (AAPL) needs to, or at least should, acquire TomTom to secure its position in mapping and location technology.

There's little argument that mapping/location/navigation technology is important for smartphone manufacturers, and increasingly for automobile manufacturers as well. Whether its important enough for another company to shell out the more than the $1.6 billion it would likely take to acquire TomTom is debatable. The rise of "social mapping" is creating more technology options and the sale of Nokia's (NOK) handset business to Microsoft makes Nokia a more viable licensing partner. I'm not going to rule out the possibility of a company buying TomTom for its map assets, but the stock appears about 20% overvalued on its own independent merits and that makes this more of a binary story than I prefer.

A Necessary Asset … With Three Providers

Maps and GPS-based location/navigation functionality has become a virtual must-have for smartphone manufactures. That leads them to one of three providers - TomTom, Nokia, or Google (GOOG). As OEMs have in the past proven reluctant to deal too extensively with their competition, TomTom has been a beneficiary as companies like Google, Sony, and Samsung have licensed their mapping technology.

Those relationships have been changing. Google has built and bought its own mapping technology, and its licensing payments to TomTom have been declining for a few years. At the same time, Nokia's exit from the handset business may make it a more suitable partner for other handset OEMs, and Samsung chose Nokia instead of TomTom as the map provider for its new Tizen OS.

seekingalpha.com/article/1968591-with...

quote:

inspirator schreef op 29 januari 2014 23:35:

TomTom maps vanaf 10 juni in al deze automerken:

Marktcapaciteit van 78 miljard auto's per jaar.

www.best-selling-cars.com/internation...

quote:

Automaatje schreef op 24 september 2013 14:45:

Voor Wat betreft een ander merk, heb ik wel gehoord dat ze business gaan krijgen in China.

Mvr gr, Daf66

quote:

inspirator schreef op 29 januari 2014 23:35:

TomTom maps vanaf 10 juni in al deze automerken:

Marktcapaciteit van 78 miljard auto's per jaar.

Helaas slechts 750 miljoen iOS devices met apple maps.

Blijft een pnd en app markt over voor TomTom van 77 miljard auto's.

quote:

Marie Trottoir schreef op 30 januari 2014 09:33:

[...]

Waarschijnlijk doen ze een (te) voorzichtige schatting en gaat het over 78 TRILJOEN auto's waar we met zijn 7 miljarden in gaan rijden. Slechts elf auto's per wereldburger is onrealistisch.

quote:

Marie Trottoir schreef op 30 januari 2014 09:33:

[...]

Waarschijnlijk doen ze een (te) voorzichtige schatting en gaat het over 78 TRILJOEN auto's waar we met zijn 7 miljarden in gaan rijden. Slechts elf auto's per wereldburger is onrealistisch.

quote:

inspirator schreef op 30 januari 2014 16:59:

Gaan straks al die zekerheidsbeleggers nog instappen in TomTom, zodra TomTom over 1 week dividend aankondigt.

www.belegger.nl/nieuws/2645759/divide...

quote:

inspirator schreef op 29 januari 2014 23:35:

TomTom maps vanaf 10 juni in al deze automerken:

Marktcapaciteit van 78 miljard auto's per jaar.

Helaas slechts 750 miljoen iOS devices met apple maps.

Blijft een pnd en app markt over voor TomTom van 77 miljard auto's.

This is the list of all car manufacturers that have shown interest in the iOS in the Car feature: Acura, Audi, BMW (which initially claimed it has no interest in the feature, but later changed its position), Chevrolet, Chrysler, Ferrari, Ford, Honda, Holden, Hyundai, Infiniti, Jaguar, Kia, Land Rover, Mercedes-Benz, Nissan, Opel (Vauxhall), Toyota and Volvo. Honda already announces integration of the feature in the United States for 2013 and 2014 Honda Accord and 2013 Acura RDX & ILX models, with deeper iOSitC integration announced for later.

www.iosdoc.com/video-shows-ios-in-the...

IHS Automotive (Polk) predicts new passenger vehicle registrations in various world regions to be as follows in 2014:

2014 (million)

2013 (million)

Western Europe

11.828

11.411

Central & Eastern Europe

4.785

4.551

NAFTA

19.021

18.271

Asia Pacific, Middle East

34.281

33.146

Latin America

6.514

6.114

Africa

1.598

1.524

World

78.027

75.017

www.best-selling-cars.com/internation...