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The End Of The Day With Ray! Fujifilm Spinning Off Business Innovation, Thinking It Won't Be an IPO
Fujifilm has a great opportunities in spinning off its Business Innovation business unit. I believe Effissimo Capital and its power over Ricoh could facilitate an exit for Fujifilm. The Fujifilm and Konica Joint venture is really nothing and at one time it somewhat made sense for Fujifilm's Business Innovation business unit and Konica Minolta to merge. However, now that RICOH has established ETRIA it makes more sense for Fujifilm to spin off Business Innovation manufacturing to ETRIA and street distribution to Ricoh. In this episode I share the details of this strategy.
The End Of The Day With Ray! BTA Southeast! Its Own Entity With its Own 990 Filing! My Thinking
The Business Technology Association and all the separate entities seem more like investment clubs rather then associations dedicated to helping the association's members. I am hopefully that this episode and my previous episode regarding BTA National and the BTA scholarship entities will cause some obviously needed debate between these organization's boards and these organization's members.
The End Of The Day With Ray! GreatAmerica Becomes A Bank Why Now, They Should Sell To Wells Fargo?
GreatAmerica Becoming A Bank Actually Makes Them More Attractive To Wells Fargo. I am thinking the second generation would rather cash out then build a bank. Especially if my researched value of GreatAmerica is accurate. There could be a lot of golf games and a nice new jet in the numbers!
The End Of The Day With Ray! Ares Capital 2nd Qtr 10Q, Is Ares Done Burning $$$$ On Visual Edge IT?
The 2nd qtr 10 Q showing a zero revolving. It seems as Ares Capital has turned off the money spigot. It also appears as Ares Capital converted a unrealised loss from 1st qtr to a new PIK loan on the 2nd qtr 10Q. I share my thoughts on that. As well I share my thinking regarding a possible strategy in the dismantling of Visual Edge IT.
The End Of The Day With Ray! Rambling On, Porch Private Equity Loaded With Zombies! $348.5 Billion!
As I share thoughts from the porch this morning think about the reality of the private equity investments in the print industry. With the help from Artificial intelligence financial reporting will go to a another level. As investors consider the investments in technology whether it's technology of the future, technology of the present or as in the case of our industry technologies of the past. The level of scrutiny is going to a whole new level. The print industry will not simply be allowed to share alternative realities anymore! The future of all technology resellers will face changes and being prepared based in reality will be mandatory. BTW there's actually over $500 billion more in coming soon Zombie assets, assets 7 years or older today. One would think if these organizations didn't sell in the last 7, 8 or 9 years they probably will indeed join the Zombie Club!
The End Of The Day With Ray! Digging Through The Numbers Of KATUN - What Are They Thinking?
Katun is such a small player are they completely delusional in their aspirations to be a player in the MFP arena? In today's episode I dig through the numbers it is sad. As I believe KATUN sees itself as David in the David and Goliath Story. Unfortunately I believe KATUN lacks the discipline to get the intellect needed to use the slingshot!