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Bobo's Latest Comments

ah, the shoe shop event horizon cometh.

I'm a great supporter of XPP and wish it well. You do have to understand that the IP is not that valuable, basically they make power "bricks" and while they own the design, making new designs is not that difficult, their real "moat" is the Vietnamise very low cost factory they have built over the last 10 years or so.

CSG, said it before, will say it again. They make a specialist range of castings very well and have the single best plant in Europe to do that. Well managed operationally they have no "thrust" to grow the business and no one on the board who can see a safe strategic way forward apart from doing what they do. Dull and successful, Germany is full…

hi jonesj With a very smiley face on. I get an email, I don't log on to get the information. Comments show that those who want "to offer an opinion" are happy. Those who don't either find the mismash disappointing and put up with it or wander away. We have no data on the growth or possible growth of this blog, so who knows. As…

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