{"id":20192,"date":"2023-02-07T07:45:03","date_gmt":"2023-02-07T05:45:03","guid":{"rendered":"https:\/\/investors.bittnet.ro\/?page_id=20192"},"modified":"2023-02-23T13:08:06","modified_gmt":"2023-02-23T11:08:06","slug":"teza-de-investitie-bnet","status":"publish","type":"page","link":"https:\/\/investors.bittnet.ro\/en\/rezultate-financiare\/proforma-4q-22\/teza-de-investitie-bnet\/","title":{"rendered":"(RO) 2022.Q4 Rezultate Pro-Forma &#8211; Teza de investitie BNET"},"content":{"rendered":"<section class=\"l-section wpb_row height_small\"><div class=\"l-section-h i-cf\"><div class=\"g-cols vc_row via_flex valign_top type_default stacking_default\"><div class=\"vc_col-sm-8 wpb_column vc_column_container\"><div class=\"vc_column-inner\"><div class=\"wpb_wrapper\"><div class=\"wpb_text_column\"><div class=\"wpb_wrapper\"><h1>Teza de investitie BNET<\/h1>\n<\/div><\/div><div class=\"w-separator size_medium\"><\/div><div class=\"wpb_text_column us_custom_432d3f53\"><div class=\"wpb_wrapper\"><p>Inca de la inceputul calatoriei noastre in calitate de companie listata am incercat sa transmitem cat mai transparent care este valoarea pentru investitori a propunerii noastre \u2013 \u201cour value proposition\u201d. Cu alte cuvinte, ce oferim investitorilor, care este teza investitionala pe care o poate avea cine alege sa ne acorde increderea.<\/p>\n<p>Aceasta poate fi exprimata foarte simplu in urmatoarea fraza:<br \/>\nInvestesti pe termen mediu si lung in actiunile BNET daca doresti expunere la industria de IT&amp;C romaneasca, un domeniu de crestere accelerata, alaturi de o echipa de management care are nu doar skin in the game ci a si demonstrat, in peste 15 ani, rezultate mai bune decat media industriei, atat operational cat si din punct de vedere al gestiunii capitalului.<\/p>\n<p>Fiecare din deciziile pe care le luam urmaresc constructia unui grup antifragil, astfel incat sa avem cea mai puternica forta \u2013 timpul \u2013 alaturi de noi (\u201cTime is the friend of the wonderful business, the enemy of the mediocre\u201d). Al doilea element il reprezinta combinatia dintre \u2018good operations\u2019 si capabilitatea de management a capitalului, asa cum este descris \u2018secretul succesului\u2019 in cartea \u201eThe outsiders \u2013 8 outstanding CEOs\u201d. Cateva argumente pentru fiecare din componentele acestei teze investitionale:<\/p>\n<ul>\n<li>Alegerea unei industrii cu perspective favorabile este o decizie care usureaza total atat munca investitorilor, cat si scade importanta de a alege un management competent: \u201ca rising tide lifts all boats\u201d. Nu exista in ultimii 20 ani o industrie cu o crestere continuata mai accelerata decat industria IT&amp;C.<\/li>\n<li>Existenta unei echipe de management cu \u2018significant skin in the game\u2019 rezolva problema \u2018principal \u2013 agent\u2019 atat de reclamata de investitorii pe piata de capital romaneasca. Daca bunastarea managementului provine din aceleasi surse, prin aceleasi mecanisme cu cea a micilor actionari, se elimina cel mai important conflict. Astfel, in cazul nostru, valoarea actiunilor BNET reprezinta pentru management atat cea mai mare parte a averii personale, cat si cea mai mare parte a veniturilor (spre deosebire de salariu, politica de compensare bazata pe optiuni aliniaza veniturile managementului cu bogatia adusa actionarilor).<\/li>\n<li>Track record demonstrat din punct de vedere operational: in afara de numeroase recunoasteri internationale (Deloitte Top 50 in Tech, Financial Times Top 1000 Fastest Growing Companies, EY Entreprenerur of the Year finalists, etc;<\/li>\n<li>Track record demonstrat din punct de vedere al gestiunii capitalului: rata de crestere a capitalurilor proprii atrase istoric, prin mecanismele pietei de capital, este de peste 35%, ceea ce ne intareste increderea si in modelul financiar adoptat, pe care intentionam sa continuam sa il aplicam atata timp cat rezultatele continua sa fie vizibil mai bune decat media pietei.<\/li>\n<\/ul>\n<\/div><\/div><div class=\"w-separator size_large\"><\/div><\/div><\/div><\/div><div class=\"vc_col-sm-4 wpb_column vc_column_container\"><div class=\"vc_column-inner\"><div class=\"wpb_wrapper\"><div class=\"w-separator size_small\"><\/div><nav class=\"w-menu layout_ver style_blocks us_menu_1 with_children\" style=\"--main-gap:1.5rem;--main-ver-indent:0.8em;--main-hor-indent:0.8em;--main-bg-color:#f5f5f5;--main-color:inherit;--main-hover-bg-color:#8dbe65;--main-hover-color:#ffffff;--main-active-bg-color:#8dbe65;--main-active-color:#ffffff;--sub-gap:5px;\"><ul id=\"menu-ro-2022-q4-rezultate-pro-forma\" class=\"menu\"><li id=\"menu-item-20220\" class=\"menu-item menu-item-type-post_type menu-item-object-page menu-item-20220\"><a href=\"https:\/\/investors.bittnet.ro\/abonare-newsletter\/\">Newsletter subscription<\/a><\/li><\/ul><style>@media ( max-width:600px ){.us_menu_1 .menu{display:block!important}.us_menu_1 .menu>li:not(:last-child){margin:0 0 var(--main-gap,1.5rem)!important}}<\/style><\/nav><\/div><\/div><\/div><\/div><\/div><\/section>\n","protected":false},"excerpt":{"rendered":"Teza de investitie BNET Inca de la inceputul calatoriei noastre in calitate de companie listata am incercat sa transmitem cat mai transparent care este valoarea pentru investitori a propunerii noastre \u2013 \u201cour value proposition\u201d. Cu alte cuvinte, ce oferim investitorilor, care este teza investitionala pe care o poate avea cine alege sa ne acorde increderea....","protected":false},"author":13,"featured_media":20109,"parent":20115,"menu_order":1,"comment_status":"closed","ping_status":"closed","template":"","meta":{"footnotes":""},"class_list":["post-20192","page","type-page","status-publish","has-post-thumbnail","hentry"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v20.8 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Rezultate Pro-Forma Bittnet Group 2022<\/title>\n<meta name=\"description\" content=\"Punem la dispozi\u021bia investitorilor raportul preliminar sub form\u0103 de pagina web, u\u0219or de urm\u0103rit \u0219i navigat doar la sec\u021biunile relevante pentru fiecare cititor.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/investors.bittnet.ro\/en\/rezultate-financiare\/proforma-4q-22\/teza-de-investitie-bnet\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Rezultate Pro-Forma Bittnet Group 2022\" \/>\n<meta property=\"og:description\" content=\"Punem la dispozi\u021bia investitorilor raportul preliminar sub form\u0103 de pagina web, u\u0219or de urm\u0103rit \u0219i navigat doar la sec\u021biunile relevante pentru fiecare cititor.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/investors.bittnet.ro\/en\/rezultate-financiare\/proforma-4q-22\/teza-de-investitie-bnet\/\" \/>\n<meta property=\"og:site_name\" content=\"Bittnet Investors Relations Site\" \/>\n<meta property=\"article:publisher\" content=\"https:\/\/www.facebook.com\/BittnetSystems\/\" \/>\n<meta property=\"article:modified_time\" content=\"2023-02-23T11:08:06+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/investors.bittnet.ro\/wp-content\/uploads\/2023\/02\/Cristian_Logofatu.jpg\" \/>\n\t<meta property=\"og:image:width\" content=\"1200\" \/>\n\t<meta property=\"og:image:height\" content=\"800\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/jpeg\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:site\" content=\"@NA\" \/>\n<meta name=\"twitter:label1\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data1\" content=\"2 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\/\/investors.bittnet.ro\/en\/rezultate-financiare\/proforma-4q-22\/teza-de-investitie-bnet\/\",\"url\":\"https:\/\/investors.bittnet.ro\/en\/rezultate-financiare\/proforma-4q-22\/teza-de-investitie-bnet\/\",\"name\":\"Rezultate Pro-Forma Bittnet Group 2022\",\"isPartOf\":{\"@id\":\"https:\/\/investors.bittnet.ro\/en\/#website\"},\"datePublished\":\"2023-02-07T05:45:03+00:00\",\"dateModified\":\"2023-02-23T11:08:06+00:00\",\"description\":\"Punem la dispozi\u021bia investitorilor raportul preliminar sub form\u0103 de pagina web, u\u0219or de urm\u0103rit \u0219i navigat doar la sec\u021biunile relevante pentru fiecare cititor.\",\"breadcrumb\":{\"@id\":\"https:\/\/investors.bittnet.ro\/en\/rezultate-financiare\/proforma-4q-22\/teza-de-investitie-bnet\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/investors.bittnet.ro\/en\/rezultate-financiare\/proforma-4q-22\/teza-de-investitie-bnet\/\"]}]},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/investors.bittnet.ro\/en\/rezultate-financiare\/proforma-4q-22\/teza-de-investitie-bnet\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\/\/investors.bittnet.ro\/en\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Rezultate financiare\",\"item\":\"https:\/\/investors.bittnet.ro\/en\/rezultate-financiare\/\"},{\"@type\":\"ListItem\",\"position\":3,\"name\":\"(RO) 2022.Q4 Rezultate Pro-Forma &#8211; Rezultate Pro-Forma Bittnet Group 2022 &#8211; Scrisoare de la Cristian Logofatu\",\"item\":\"https:\/\/investors.bittnet.ro\/en\/rezultate-financiare\/proforma-4q-22\/\"},{\"@type\":\"ListItem\",\"position\":4,\"name\":\"(RO) 2022.Q4 Rezultate Pro-Forma &#8211; Teza de investitie BNET\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\/\/investors.bittnet.ro\/en\/#website\",\"url\":\"https:\/\/investors.bittnet.ro\/en\/\",\"name\":\"Bittnet Investors Relations Site\",\"description\":\"Your Value. 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