@JosMiguel71 Ya te digo... A no ser que los americanos empiecen a comer dinero.

@stoic_alonso Let´s see... $VRLA acquired recently Vidrala Italy at 7xEV/EBITDA. I don´t think they can do a buyout below that (>38 EUR) given the fact there are important shareholders like Invesco, BpiFrance, Employees.

La impresión que da es que las barreras de entrada parece que no son muy relevantes a pesar del gasto brutal en CAPEX ...

RT @DeItaone: $MSFT - MICROSOFT - DEEPSEEK R1 IS NOW AVAILABLE ON AZURE AI FOUNDRY AND GITHUB

@evfcfaddict I can tell you he does not hold every single share. This is not the information that I have.

@jarg89_value Bien rechazada. Ahí es donde se nota la alineación de intereses con la directiva.

@JosMiguel71 Las recompras son bastantes significativas. Veremos como ejecutan … estoy de acuerdo en que es una buena forma de esperar mientras el crecimiento del sector se recupera.

@0xAmSS It´s $1Bn (10% total revenues). This is a new revenue stream that did not exist 2 years ago because of new work generated from AI. Remember these guys have the domain expertise in #CX and SW companies need them to sell their products and services into that industry.

@0xAmSS Yes, they have actually clue. They said many times in the conference call after 2025, they should be able to reach MSD growth as these new solutions + Catalyst business gain share. The time will tell, but I believe it make sense.

Muy interesante como está evolucionando el sector. Capacidad se desploma a finales de año y la demanda empieza a resurgir de forma significativa, lo que lleva al ratio Truck-to-load a 2.24, un nivel que ya empieza a ser aceptable y caldo de cultivo para subidas de precio en FY25

RT @CNBCTV18News: #3QWithCNBCTV18 | @Infosys raises FY25 revenue growth guidance for the third consecutive time. Revenue beats Estimates,…

@0xAmSS Growth is not discarded in my thesis neither. I consider this company can growth MSD in a normalized CX market environment.

@0xAmSS I believe the opportunity to buyback at 15-20% FCF yield is very attractive. There is nothing outside from the company where you can get similar yields. That´s why many investors believe dividend does not make any sense at this valuation any more ...

Evidentemente esto es sacar un poco la bola de cristal, pero creo que se apoya en argumentos sólidos. Veremos ...

Transacción privada en el sector #CX a 0.75xP/S, cuando el líder mundial $TEP.PA está cotizando actualmente a 0.46xP/S.

@CDInewsletter Great fundamentals. I used to owned it, but capital allocation is frustating. They have 20% MC in cash and they don´t find enough M&A targets to deploy it, but they never start repruchasing themself though. They are a cash machine, dont make sense to have such amount of cash imho