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The End Of The Day With Ray! Visual Edge IT BDC Lender Ares Capital Publishes FY 25 1st Qtr. 10Q.
Ares Capital the BDC Lender to Visual Edge IT now showing a decrease of $2.7 million in Fair Value! The fair value as recognized on 1st qtr FY 2025 10Q is at $76 Million Down from $78.7 Million as recognized on FY2024 10K -
The Day With Ray! Canon 1st Qtr. FY 25 & I discuss an interview Canon CEO did with Forbes
Canon is a very disciplined organization. However, I don't believe they are without issues as Canon's print business is neary 76% of Canon's total profit and nearly 60% Of Canon's total revenues are from their print business sector. In this episode I share some thoughts and make suggestion regarding how Canon could get into the consolidation of manufacturing.
The End Of The Day With Ray! Konica Minolta FY 2024 Forecast change now loss almost $400 Million
Who else believes that Konica Minolta is the absolute worst in the industry at forecasting and financial stewardship! In their latest press release Konica Minolta raises forecasted losses by 289% WTF! Goes from nearly $100 Million to an astonishing nearly $400 Million! Yes my friends that's Four Hundred Million Dollars! How is Konica Minolta allowed to get away with zero scruity from the industry’s media and analysts - It's beyond belief!
The End Of The Day With Ray! An Update To My Thinking Regarding Private Equity & The Roll-Ups!
Many in the industry are asking themselves - what the hell is taking so long for the private equity roll-ups to do something? Or asking why has DEX Imaging not bought anything since breaking away from Staples? Some are asking what is the end game for Visual Edge IT, or Why is MARCO still in the hands of Norwest, or when will Oval Partners dumb Flex, or if Konica Minolta U.S. direct will go in the hands of Gamut & DEX Imaging. What about UBEO? Or, Novatech. I am thinking all the private equity is questioning the past strategies and thinking twice about additional funding.
The End Of The Day With Ray! Ricoh Gets IDC Accolade Regarding Continuous Feed Inkjet I Have ?'s
It seems as these accolades should have more details and MATH! Copy & Pasted press releases will not help the industry navigate based in reality! RICOH Show the numbers!
The End Of The Day With Ray! Konica Minolta New Dealer Agreement - My Questions + Thinking!
It seems the industry’s media and analysts who attended the press conference held by Konica Minolta regarding the KM new Dealer agreement forgot to ask questions. So, in this episode I share my questions and thinking regarding their new Dealer Agreement! As a hint I think Konica Minolta is positioning for a big change with dealer distribution. A Change most of the Konica Minolta Dealers won’t like!