Sandyb wrote:

Is there is financial storm coming generally, or for B&O specifically?

Be interested as to your reasoning, however brief.

If someone might be interested in my ‘brief’ reasoning, the answer is ‘no’ and ‘no’!

I trust in the skills of the guys and gals of the company to judge what is best for the business.

There are plenty of decisions and products, that make me think of B&O as not comparable to any other tech/A/V/design company (I know of)…..in a good way.
I might not agree with all the decisions or may have use for all the products they make nowadays - but that is a personal matter……..not something that can make me place a general advice for this or that in this thread

I wish you all and also B&O a happy new year 👍

MM

Indeed, although as I posted on the other similar current thread, there is some nuance.

i.e I dont expect the global economy to suddenly hit an iceberg. Slowdown from this years very fast recovery, but storm is still likely a tail risk event.

As for how that affects B&O (i.e a slowdown), I imagine it may be a modest headwind, but probably not more.

As for trust, who knows - they certainly seem a bit better setup than a few years ago - but I imagine you would have provided the same response 3-4 years ago, after which they had to go to investors for money and strengthen their balance sheet. And that response would was proved to be somewhere between misplaced and wrong. A return to slow incremental global growth may well see more challenging times for B&O, and I wouldnt bet against another capital raise in the next 3-4 years.

Millemissen wrote:

Sandyb wrote:

Is there is financial storm coming generally, or for B&O specifically?

Be interested as to your reasoning, however brief.

If someone might be interested in my ‘brief’ reasoning, the answer is ‘no’ and ‘no’!

I trust in the skills of the guys and gals of the company to judge what is best for the business.

There are plenty of decisions and products, that make me think of B&O as not comparable to any other tech/A/V/design company (I know of)…..in a good way.
I might not agree with all the decisions or may have use for all the products they make nowadays - but that is a personal matter……..not something that can make me place a general advice for this or that in this thread

I wish you all and also B&O a happy new year 👍

 

MM

To All, 

I think B&Os recent tiered business plan is very clear and very well structured. They are making a range of products which will suit "young seedlings" with the Bluetooth offerings and the wealthy with the Harmony and BL90s etc...

Where I see the problem emerging is two fold.

1. I believe there will be a banking crisis on a level the world has not seen before.  Unsustainable debts, Massive money printing. It is a game of run-around musical chairs.....and there are significantly less chairs than people. Think titanic and lifeboats. B&Os problems will come from the Banks. Structurally, every single industry is unsustainable right now.

2. As I forecast this doom and gloom collapse, the young will be struggling to pay rent - never mind the next Bluetooth offering in a new colour and the Wealthy - well I think their portfolios and million dollar debt packages are going to take a massive haircut. 

Apologies in advance for any offence taken.

beojeff wrote:

I was thinking the same thing about updating the Beocenter 2 from DVD to UHD. The Beocenter 2 is the most gorgeous dvd player ever made…

BeoFrederic wrote:

Build a BC 2 with disk player + Mozart and take my money.

Chris Townsend wrote:

There will be a new stage with optional extra speakers, apro pro achieving surround sound.

Nothing official yet….but you seem to know 😐

Anyway - that would be a wise move. 
It would certainly generate more sales ( = money) as implementing Atmos decoding in the Sound Center and making suitable speakers for the height channels….even if some of us would prefer that solution.

MM

seethroughyou wrote:

BeoFrederic wrote:

Build a BC 2 with disk player + Mozart and take my money.

Absolutely!

seethroughyou wrote:

BeoFrederic wrote:

Build a BC 2 with disk player + Mozart and take my money.

Absolutely!

What are the banks specifically vulnerable to?

Outside of housing prices?

Mr 10Percent wrote:

To All, 

I think B&Os recent tiered business plan is very clear and very well structured. They are making a range of products which will suit "young seedlings" with the Bluetooth offerings and the wealthy with the Harmony and BL90s etc...

Where I see the problem emerging is two fold.

1. I believe there will be a banking crisis on a level the world has not seen before.  Unsustainable debts, Massive money printing. It is a game of run-around musical chairs.....and there are significantly less chairs than people. Think titanic and lifeboats. B&Os problems will come from the Banks. Structurally, every single industry is unsustainable right now.

2. As I forecast this doom and gloom collapse, the young will be struggling to pay rent - never mind the next Bluetooth offering in a new colour and the Wealthy - well I think their portfolios and million dollar debt packages are going to take a massive haircut. 

Apologies in advance for any offence taken.