Reply To: Where do you see B&O in 5-10 years?

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I think the report/presentation is generous and time-sensitive. I see a number of key fundamentals which will hurt all/every business (excluding arms manufacturers perhaps?):-

  1. Interest rates will rise dramatically. This will hurt B&Os efforts in recent years to re-finance
  2. They may have reduced ability for additional borrowing facilities (Cashflow is collapsing)
  3. Non-staged sales. Millenials will have a lot less disposable in 2022/23
  4. Overall, can see a compounding of UK outlook, disposable income with Sales hit
  5. Can expect to see a compounding of German outlook, disposable income with Sales hit
  6. Raw materials (particularly Aluminium, Nickel and polymers) price increase as western currencies devalue.