Stan wrote:

This is in line with my “best case” thoughts. I’m really hoping as most of the other scenarios are quite dismal.

To Moxey’s point, I do feel a bit guilty about spending time on “shiny baubles” when so many people are in such dire straights.

This Corona Hoax will result in a total market crash , 10x worse than 2008. They know. It will be the end of everything. 

Gatex wrote:

This Corona Hoax will result in a total market crash , 10x worse than 2008. They know. It will be the end of everything. 

The original post is almost two years old - a lot has changed since then - to the better - with B&O.

MM

Millemissen wrote:

Gatex wrote:

This Corona Hoax will result in a total market crash , 10x worse than 2008. They know. It will be the end of everything.

The original post is almost two years old - a lot has changed since then - to the better - with B&O.

MM

advice @MM: ignore him/her!

Gatex does not deliver any positive attribution what so ever, to this forum. So do not give him/her a podium (again). 

who is the hoax?

Carolpa wrote:

advice @MM: ignore him/her!

Gatex does not deliver any positive attribution what so ever, to this forum. So do not give him/her a podium (again). 

I agree, and I have banned the user in question.
Never anything useful or contributing, - only negative comments and often political and/or provocative.
Trolling is not accepted here.

Martin

Hello,

I suggest to close this topic.

It's no more relevant now.

Kind regards,

Yann.

As someone who spent 20+ years as fund manager, I can assure you not only will hedge funds not look at B&O, only a minority of regular investment funds will look at it either. Its quite jarring if you listen to their. results webcasts, that there are basically about 2 or 3 analysts, likely domestic, who dial in and ask questions. Thats very low, interest wise, and I've done hundreds of these over the years.

The last 10-15 years has been dominated by growth stories (stock wise), and those who look at older "value" businesses have seen their funds massively underperform. 

Lastly I'll say this - the global recovery in the last 12-15 months has seen a massive upturn in consumer spending on goods, and one that has been both historic and surprising. Consumer savings levels in many Western markets are extremely high, and have only just started to reduce - plenty of buying firepower there.   Against this extremely favourable background, the upturn in B&O sales is somewhere between disappointing and average.  Otherwise put, if this upturn is what the company can achieve in good circumstances, the fund community will continue to pay little attention to B&O.

This is all notwithstanding company specific improvements, which I wouldnt argue with. The release schedule the last 2 years has been better, and less mired by software issues, and the companies general visibility seems better and with more of a focus. But anyone hoping for a big rise in the stock is going toe disappointed, absent someone larger buying them out for a premium.

Generally it is - and has been so for decades - that ‘a few domestic funds’ were the main investors.

We should be glad, because these are not only aiming at the money, but also at keeping a ‘good old danish company’ alive - they know of the values, that B&O is based upon.

In fact noone should invest in B&O ‘just for the money’ - and hardly anyone of the smaller investors do that (something that you can experience, if you attend the general annual meetings).

That makes B&O special - I am glad that they are doing well….if they could have done better, is hard to know.

I like that the company has devoted employees and that we get some good products….something usefull in our daily life.

MM

YannChris wrote:

Hello,

I suggest to close this topic.

It's no more relevant now.

Kind regards,

Yann.