Archived posting to the Leica Users Group, 2012/05/10
[Author Prev] [Author Next] [Thread Prev] [Thread Next] [Author Index] [Topic Index] [Home] [Search]On May 10, 2012, at 9:18 PM, Jayanand Govindaraj wrote: > They are structured to give as little as possible back to the small > investor (presumably the suckers who will buy the public flotation at > inflated prices built on short/medium term profits, which might be > unsustainable in the long term), and as much as possible to the PE/Majority > shareholders who unload their shares at that point. So, what I said is > follow the big boys - buy Leica equity now, sell two/three years hence, > just before they do! Blackstone has to exit at some point, even if Kaufmann > does not. > > I just went through the samples on dpreview. There is nothing over ISO 1600 > there, so I could not gauge low light performance compared (roughly) to a > Fuji X-Pro 1 or a Nikon D700/D800E, all of which I own and shoot with. I > could not see anything that a Fuji X-Pro 1 system and Silver Efex 2 cannot > achieve at a fraction of the price. So what gives? Euphoria apart, what are > the advantages that a US$8000 B&W camera body bring to the party? > Seriously, I really do not understand why anyone should buy this beast. > Anything obvious I am missing? the only possibility will be the results that may convince, maybe, when and if they become available, Steve > > Cheers > Jayanand > > On Fri, May 11, 2012 at 9:29 AM, Lew Schwartz <lew1716 at gmail.com> wrote: > >> Jayanand: >> >> I'm not sure this is the case, but aren't such deals structured so as to >> give as little as possible back to the investors? >> >> On Thu, May 10, 2012 at 11:54 PM, Jayanand Govindaraj <jayanand at >> gmail.com >>> wrote: >> >>> Gerry, >>> No they have not - I see the Blackstone/Kaufmann combo carefully planning >>> how to maximize profits for a public flotation in the medium term, to >>> partially/completely cash out.This whole line up stinks of squeezing >>> profits out of existing technology, and the Private Equity investment >>> mantra of 'strip and dump'. The message is uber clear is it not? Leica >>> using photographers are NOT the target market any more. I bet we in Asia >>> can get our hands on these new products much easier than all of you can >> in >>> Europe and the USA... >>> >>> I think it will be well worthwhile to contemplate an investment in Leica >>> equity with a 2-3 year horizon than buy their products, I think it will >> be >>> far more profitable! >>> >>> Cheers >>> Jayanand >>> >>> On Fri, May 11, 2012 at 12:44 AM, Gerry Walden <gerry.walden at me.com> >>> wrote: >>> >>>> Have Laica now totally lost the plot? >>>> >>>> Gerry >>>> >>>> Gerry Walden >>>> +44 (0)23 8046 3076 or >>>> +44 (0)797 287 7932 >>>> www.gwpics.com >>>> >>>> On 10 May 2012, at 20:00, Tina Manley wrote: >>>> >>>>> Sounds interesting to me! >>>> >>>> >>>> _______________________________________________ >>>> Leica Users Group. >>>> See http://leica-users.org/mailman/listinfo/lug for more information >>>> >>> >>> _______________________________________________ >>> Leica Users Group. >>> See http://leica-users.org/mailman/listinfo/lug for more information >>> >> >> >> >> -- >> -Lew S. >> >> _______________________________________________ >> Leica Users Group. >> See http://leica-users.org/mailman/listinfo/lug for more information >> > > _______________________________________________ > Leica Users Group. > See http://leica-users.org/mailman/listinfo/lug for more information