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Black Diamond, Inc. Message Board

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  • bob_afet bob_afet Jun 8, 2010 6:02 PM Flag

    healthy retreat on developing story

    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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