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Black Diamond, Inc. Message Board

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  • balsamtower balsamtower Jun 8, 2010 4:34 PM Flag

    healthy retreat on developing story

    Thanks for the post Bob, I concur with your last statement. As I am only recently here the term original investors has little meaning for me. This should fly like a super-cub buffeted by any kind of wind or disturbance. It would seem crucial that the new ownership/management team acts decisively and with dispatch
    in carrying out their stated strategy. The qualitative question
    for me is which companies/product-lines do you amalgamat

    Is the idea to be a head NV, a johnson outdoors, a shimano, or a jarden , or petzl. I believe if they are careful and discriminating they will do alright. glta

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    • I too am a recent investor. I got in when it was trading below $5 primarily under an alignment of interest thesis and value play.

      This thing has morphed significantly from a value play (I bet there are investors out there thinking the cash is worth more...) but given the upped ante in alignment of interest I believe there is a real plan here. I think the most logical value creation will come through their distribution networks which are in varying geographic markets. Gregory has two major customers that make up nearly all their sales my bet is they sell BD stuff into their channels and vis-versa.

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