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This is what I keep thinking about…JUST SAW THIS ON THE GRAM AND CAME HERE!!
This is big news.. Like real big.. Wonder how this affect the cobra collab..
JUST SAW THIS ON THE GRAM AND CAME HERE!!
This is big news.. Like real big.. Wonder how this affect the cobra collab..
I wonder if there was some interest from Cobra to buy SIK at some point, and then LA stepped in and made the acquisition. Would be an interesting play from a business standpoint, especially with the need vs supply regarding shafts currently.SIK patented the DLT face, so Cobra would have to use an entirely different insert if LA owns the rights and chooses not to continue the partnership. I would assume the Bryson connection would keep LA, SIK, and Cobra, working together.
A number of the Japanese companies have this.I wonder if there was some interest from Cobra to buy SIK at some point, and then LA stepped in and made the acquisition. Would be an interesting play from a business standpoint, especially with the need vs supply regarding shafts currently.
@JB is there any current company with vertical integration of shafts and clubs? I can’t think of one.
Interesting. So if I bought a set of new Srixons, I could get them with a Srixon-affilated set of shafts? I did not know that.A number of the Japanese companies have this.
Srixon umbrella the most known with Miyazaki of course.
Correct. The Miyazaki line is part of SRI family of companies like Srixon, Cleveland, XXIO, etc.Interesting. So if I bought a set of new Srixons, I could get them with a Srixon-affilated set of shafts? I did not know that.
It would be an interesting play if Cobra could acquire a company like LA Golf. A premium shaft brand and could make exclusive shafts for its clubs. It just seems like there continues to be more vertical integration in golf, so while I don’t think such an idea is realistic, I’m not 100% convinced it’s not.Correct. The Miyazaki line is part of SRI family of companies like Srixon, Cleveland, XXIO, etc.
Honma makes their own Vizard line as well. And there are a few others.
It’s interesting but take the other side. What are they acquiring other than some machinery? There isn’t a lot of IP there (not including SIK). A company could very well do this and have the shafts made for them (see Ping) and it would be similar.It would be an interesting play if Cobra could acquire a company like LA Golf. A premium shaft brand and could make exclusive shafts for its clubs. It just seems like there continues to be more vertical integration in golf, so while I don’t think such an idea is realistic, I’m not 100% convinced it’s not.
100% right. It really is the difference between perception and performance, similar to what is seen in the DTC golf ball market, and to a lesser extent some boutique iron manufacturers using blanks. But if you are LA Golf, how do you become more profitable? Buy a company with IP that someone else is using, and then license or sell that IP.It’s interesting but take the other side. What are they acquiring other than some machinery? There isn’t a lot of IP there (not including SIK). A company could very well do this and have the shafts made for them (see Ping) and it would be similar.
Don't see this as really big news. Also can't see where this would be an issue with the Cobra relationship. It's not like SIK is being bought by another competing OEM. If anything could only bolster the the Cobra relationship by further introducing LAB shafts to Cobra.
Squashed spider, and it’s pretty damn awesome to roll.
Nobody is really talking about this one yet, but for those that jumped into the live stream, you heard Mike Yagley mention any sale would not change their putter strategy moving forward and that they are on pace to exceed their goals.
With forecasting sales like that, do they plan for the bulk of sales in the first/second quarter and plateau third/fourth or do they expect it to be steady all throughout?Nobody is really talking about this one yet, but for those that jumped into the live stream, you heard Mike Yagley mention any sale would not change their putter strategy moving forward and that they are on pace to exceed their goals.