Post by
dwolfenson on Sep 28, 2022 2:05pm
From: hongkongharold aka 'The Riddler'
hongkongharold Bullish 11m $BB hey forward looking bears pushing a gloomy narrative on $BB , riddle me this: If markets value companies based on the future. And that valuation is based on revenue and/or margin growth And revenue for $BB grows with every shipment of the product (ie qnx in a car and in the subassemblies produced by tier 1 suppliers) And Hyundai have communicated their partnership with $BB (as well as many of their tier one suppliers) But last year Hyudlndai were not shipping products with QNX.. Last year not.. This year yes.. Will revenue grow for $BB as more cars ship? Is the margin on software greater than 60%? Shouldn't the forward looking valuation of $BB be moving up already? If not, why? Does market not value revenue growth? Does the market not value margin extension? Or does the market not even understand what John Chen has been saying explicitly for years. Turnaround is done. The design wins have a cycle time to production. The money printer is on!
Comment by
Joey67 on Sep 28, 2022 2:11pm
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