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After Orange who's ...
 

After Orange who's next ?

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Is everyone else a lot more cash rich than I am or just getting in to debt for the sake of a hobby

have you seen the number of Range Rovers driving around? Debt is just a number baby.


 
Posted : 08/01/2024 6:53 pm
funkmasterp, scotroutes, sillyoldman and 3 people reacted
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Can’t remember what biking podcast it was but I saw a clip from it last week that said ebike sales currently outnumber bike sales by 9 to 1

I thought that sounded mental so I googled it, couldn't find a UK figure but in Germany where they love a bit of detailed number crunching it's about 550,000:150,000, so definitely in the multiples rather than fractions.

Begs the question though where are they all? I guess like fat bikes and gravel they're a big deal if you're selling bikes, but don't actually dilute the bikes in use all that much.


 
Posted : 08/01/2024 7:26 pm
kelvin and kelvin reacted
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Agree with mrmoofoo.

Everything is now ebike. No mid range bread and butter bikes.

I'd love to see the spends at each price point as a ratio.


 
Posted : 08/01/2024 7:38 pm
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where are they all?

There are loads out there. Surrey Hills, Rogate, FoD all riddled with them. Maybe accentuated if you are on a regular bike as you see more going past up the hills since they are significantly quicker


 
Posted : 08/01/2024 7:39 pm
v7fmp, silvine, v7fmp and 1 people reacted
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Riddled. Great word. Tell me you don't like ebikes without telling me you don't like ebikes.


 
Posted : 08/01/2024 7:44 pm
v7fmp, fatmax, simondbarnes and 5 people reacted
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Almost everyone at Sherwood Pines seems to be on an ebike these days. Fair play to them, I'd have one if I could justify it.


 
Posted : 08/01/2024 8:24 pm
zerocool and zerocool reacted
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“There are loads out there. Surrey Hills, Rogate, FoD all riddled with them. Maybe accentuated if you are on a regular bike as you see more going past up the hills since they are significantly quicker”

I had my first outing to the Surrey Hills in years at the weekend and although I saw plenty of e-bikes I saw loads of normal bikes too. And I can’t recall any e-bikes overtaking me (I wasn’t on my ebike!)

When my own ebike was new I remember taking it to Puddletown Forest and repeatedly passing the same people - hopefully they realised it was the same single electric assisted rider and not loads of separate ebikers!


 
Posted : 08/01/2024 8:45 pm
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ebike sales currently outnumber bike sales by 9 to 1

95% of these won't be high end £5k+ e mountain bikes, they'll be Decathlon specials with a rear motor hub and a 150 Wh battery under the rear rack.

The mass market for e bikes is people nipping to the shops for a loaf of bread and some milk.


 
Posted : 08/01/2024 9:18 pm
doris5000, TheGingerOne, doris5000 and 1 people reacted
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I was out for a walk on Saturday morning around Ladybower and Win Hill area. Got passed by dozens of bikes and e-bikes were outnumbering normal bikes by 10:1 easily. And these are Spesh/Santa Cruz/Orbea, proper MTB's not Decathlon specials or Deliveroo Mad Max missiles.

Is everyone else a lot more cash rich than I am ...

I wonder this every day while I'm walking to work watching people razzing their Porche's, Beemers and Range Rovers in heavy traffic. Not to mention the sheer amount of VW T6's being used as family cars. Everyone is either vastly richer than me or debted up to the eyeballs.


 
Posted : 08/01/2024 9:30 pm
hightensionline, funkmasterp, funkmasterp and 1 people reacted
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Alot will be on pcp
Some will be owned outright
Some will be owned by people extending their mortgage when money was cheaper, to facilitate the purchase of a better car.


 
Posted : 08/01/2024 9:41 pm
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Surely most bike sales are kids bikes. I’m prepared to believe mountain bike sales are majority ebike. But what about road bikes and gravel bikes?

This says ebike sales, outside MTB, are falling

https://road.cc/content/news/uk-bike-sales-fall-even-further-20-year-low-303565

This older article has bikes as 30%

https://cyclingindustry.news/uk-bike-sales-cargo-bike-growth/

So has anyone got a link to ebike sales stats in the uk


 
Posted : 08/01/2024 10:44 pm
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Riddled. Great word. Tell me you don’t like ebikes without telling me you don’t like ebikes.

@Mister-P I own a Rise and an E-161, I rather like them and am responsible for a little bit of the riddling.

epeatedly passing the same people – hopefully they realised it was the same single electric assisted rider and not loads of separate ebikers!

Good point, I may have to reduce my estimate on the numbers


 
Posted : 08/01/2024 10:45 pm
 LAT
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The amount of companies out there offering 170mm bikes, 160mm bikes, 140mm bikes and 120mm bikes is mad.

the theory there is that is you don’t make a bike in a given travel category, then you loose a sale. a way to grow your sales is to widen the range that you offer. 

i can recall a company saying in reply to the question, “are you going to do a short travel version?”, that they had no plans to as the frame would be barely any lighter and the pedalling performance would be barely any better. they now make bikes in 3 of those suspension categories. 

(not going to mention the name as i don’t want to put it in a thread about companies closing down)


 
Posted : 08/01/2024 10:49 pm
 LAT
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Are brands like Pivot really big in the US or something

in a similar vein, if you went for a ride in Bellingham, Washington you’d get the impression that Kona was a thriving company. 


 
Posted : 08/01/2024 10:53 pm
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TBF, if we want a homegrown bike industry, there needs to be protection for it. e.g. tariffs on imports or grants for companies like Orange.


 
Posted : 08/01/2024 11:00 pm
zerocool and zerocool reacted
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On the flip side, does this mean we might see a resurgence in the local custom frame builder?

Isn't the point that most People aren't getting richer?

All the talk about people acquiring eebs and range rovers on credit is only half the story, they signed up for those deals a year or two back. There's always a staggered effect with downturns isn't there?

Businesses go to the wall in various sectors as spending reduces, unemployment rises, inflation spikes etc, and all of that ultimately means all of these big money, discretionary spends eventually dry up, as clearly evidenced by companies like Orange and chiggle going bust.

Give it another year and I'm sure the big brands will have rediscovered the way to sell a 'value proposition' again. Why do you think Shimano made a point of consolidating their bargain-mid ranges into 'CUES' last year?
The decisions being made (mostly by the big boys) today will manifest in the market 12-18 months later, just like the supply chain choices of 2021/22 ended up affected market in 2023/24.


 
Posted : 09/01/2024 1:00 am
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Intense

Haven’t noticed one in the wild since I sold mine in 2020

Weird, they're popping up everywhere here in Oz. We have a local race team that all ride them, sponsored, and that started in 2023. Local bike shop used to sell Spesh, Kona, Whyte, now it's virtually all Intense with a bit of Spesh.


 
Posted : 09/01/2024 2:18 am
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Niner or Jamis. Consistently a few years behind other brands and just don’t see any.

Niner are quite popular here in CO. I see more of them than Orange and Cotic on the trails. Not surprising as they are based in Fort Collins. But for perspective.

And they have an ebike.


 
Posted : 09/01/2024 4:07 am
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Frog bikes blamed half a million losses on Brexit...


 
Posted : 09/01/2024 9:17 am
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TBF, if we want a homegrown bike industry, there needs to be protection for it. e.g. tariffs on imports or grants for companies like Orange.

There is; both of those although it was better pre-brexit.


 
Posted : 09/01/2024 9:37 am
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I've not read everything on the story yet, but does this mean Orange are done for good then? There's still a chance that they could downsize and survive or perhaps be bought out?


 
Posted : 09/01/2024 1:43 pm
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They aren't gone, but there isn't any news on how they will be shaped going forward...


 
Posted : 09/01/2024 2:25 pm
kelvin and kelvin reacted
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Something I missed when I skimmed the original STW story - they were losing money during the COVID boom

Accounts show that even during the pandemic boom, they filed a pre-tax loss of nearly half a million pounds.

That's ominous - if they couldn't make money during that period, when people were crying out for frames, then there's not much hope - appreciate supply issues might have been a problem, but really not good for them


 
Posted : 09/01/2024 2:35 pm
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Think I mentioned it earlier but on another forum a bike shop owner has spoken to someone at Orange and they seem pretty optimistic that they will be okay.


 
Posted : 09/01/2024 2:36 pm
bikesandboots, funkmasterp, kelvin and 3 people reacted
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Alot will be on pcp

Some will be owned outright

Some will be owned by people extending their mortgage when money was cheaper, to facilitate the purchase of a better car.

The vast majority on PCP / lease deals, no one in their right mind buys a top end car cash, unless it a tax write down to negate profit within your limited company set up.

Same again with the mortgage thing, why would you lump a quickly depreciating asset on your mortgage when you can use the equity to free up other credit liabilities allowing a PCP / lease deal on an expensive car.

But we're getting away from the point here, the post 2012 Olympics boom is gone, brands and / or their owners seem to have across the board ballsed up stock levels based on what they were selling a few years ago and MTB'ing is a niche sport with a small market option / appeal, even more so when you're trading on "made in Britain from actual metal" ideas.


 
Posted : 09/01/2024 2:47 pm
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if they couldn’t make money during that period, when people were crying out for frames, then there’s not much hope

I suspect being a UK business they got very behind on building frames when the UK shut down.


 
Posted : 09/01/2024 6:08 pm
funkmasterp, zerocool, zerocool and 1 people reacted
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Think I mentioned it earlier but on another forum a bike shop owner has spoken to someone at Orange and they seem pretty optimistic that they will be okay.

Really glad to hear that, even if it's only hearsay.


 
Posted : 09/01/2024 6:21 pm
funkmasterp, zerocool, chestrockwell and 5 people reacted
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Businesses go to the wall in various sectors as spending reduces, unemployment rises, inflation spikes etc, and all of that ultimately means all of these big money, discretionary spends eventually dry up, as clearly evidenced by companies like Orange and chiggle going bust.

I think "Gradually then Suddenly" is the phrase.

“How did you go bankrupt?"
Two ways. Gradually, then suddenly.”

― Ernest Hemingway, The Sun Also Rises


 
Posted : 09/01/2024 7:06 pm
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From a riding group of about ten friends only one of them had an orange and that was bought second hand. It's a shame it's gone this way but doesn't really surprise me. If they had bosch motors on their ebikes that might have helped too but it seems shimano ones are avoided by anyone who does a bit of research prior to a purchase.


 
Posted : 09/01/2024 7:35 pm
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Is everyone else a lot more cash rich than I am or just getting in to debt for the sake of a hobby?

Don't forget people exist outside the 'scene'! My non-cyclist aunt and uncle, 70, just bought ebikes to potter about on. A colleague got a cargo bike to get little Johnny to nursery, to replace a car. There are loads in the bike racks at work now. I see a lot of commuters round my way going past on Van Moofs and sensible looking ebikes with mudguards.

Ebikes have expanded the cycling market imo, rather than just eating into it.


 
Posted : 10/01/2024 12:17 pm
zerocool, kelvin, zerocool and 1 people reacted
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If they had bosch motors on their ebikes that might have helped too

Like this?

https://www.orangebikes.com/bikes/patriot-le/2024

Or this?

https://www.orangebikes.com/bikes/phase-evo-le/2024

etc.

Orange make bikes using all the major motor systems... they offer more ebike options than most.

but it seems shimano ones are avoided by anyone who does a bit of research prior to a purchase.

Shimano motors are great. And getting better with each iteration. Madison's support top notch. Internet research is biased against them due to their prevalence. All motor systems have caused people issues (and some people are hoping for the same reliability rate as bikes without motors... that'll never happen) including Bosch, but the Shimano motor moans happen more often as there are so many out there (and sometimes it's just the same people complaining over and over again, banging the negative drum as they feel let down, making the reputation look much worse).


 
Posted : 10/01/2024 12:25 pm
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kelvin

If they had bosch motors on their ebikes that might have helped too

Like this?

https://www.orangebikes.com/bikes/patriot-le/2024
/blockquote>

Wow - starts at 9,500 EUR. Similar spec aluminium Orbea Wild is 7,000 Euro


 
Posted : 10/01/2024 1:10 pm
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if they couldn’t make money during that period, when people were crying out for frames, then there’s not much hope

They quickly ran out of HT's then couldn't get any more frames. At one point the website had expected delivery in over 12 months. I imagine they also ran out of components too as they were offering the full suss Halifax frames as rolling chassis. If you haven't got the parts and try not to over stock then the Covid supply issues are going to kick you harder in the arse I guess? Still got to pay all the bills even if you have nothing to sell.

Really glad to hear that, even if it’s only hearsay.

From a reliable source who stocks Orange, so hopefully.


 
Posted : 10/01/2024 3:34 pm
funkmasterp, tomhoward, kelvin and 3 people reacted
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All motor systems have caused people issues (and some people are hoping for the same reliability rate as bikes without motors… that’ll never happen) including Bosch, but the Shimano motor moans happen more often as there are so many out there (and sometimes it’s just the same people complaining over and over again, banging the negative drum as they feel let down, making the reputation look much worse)

(as a non-user of ebikes) - Isn't the Shimano problem to do with lack of serviceability rather than initial reliability ?
(that said, I've no feeling for how different Shimano's overall product is to other big suppliers)


 
Posted : 10/01/2024 3:42 pm
zerocool and zerocool reacted
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Which Shimano motors?

Think I've got a Steps e8000 on my Bullit.
What are the issues?

Re. number of ebikes on the trails. Was in Finale for the last 3 and a bit months, mostly hanging around in le Manie. Pretty much any bike you saw being ridden up was an ebike. Perhaps 1 or 2 in 20 were "analogue". However, on the shuttles it was the other way round.

Spent the summer in the alps and it was about 50:50 with regards to bikes being pedalled up.


 
Posted : 10/01/2024 7:01 pm
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The Orange website is now splashed :-/


 
Posted : 10/01/2024 9:56 pm
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I ordered a t shirt Sunday, it’s arriving tomorrow, I obviously just got under the wire. My dream of an Orange single pivot will have to wait..


 
Posted : 10/01/2024 11:21 pm
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Really sad. I think just as much of the challenge is company founders retiring, selling and the new owners not investing in R&D or simply giving up for better opportunities elsewhere. This co made dream bikes for me as a kid but nothing I’d touch in the last 10yrs. Compare to say Santa Cruz who were making similar style frames in the 90’s but invested heavily in R&D and moved with the times.


 
Posted : 11/01/2024 10:43 am
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When did Santa Cruz get bought by the huge conglomerate and become one of their offerings? I think that probably helped with the investing in R&D part - R&D is very expensive and can lead to a lot of money being wasted as things don't pan out...being part of a larger organisation helps with that kind of cost outlay...I don't think Orange is part of anything bigger than itself, so R&D is a very expensive thing to support whilst trying to sell kit.

Saying that, R&D is vital to keep offering things that people want, so it isn't really something that can be ignored.


 
Posted : 11/01/2024 11:01 am
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Not sure there is much r and d on a single pivot. And there are significant tax breaks with it, so doubt that has had any impact on orange


 
Posted : 11/01/2024 1:46 pm
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I suspect there is more than we think (unless you work there and know about it all)...


 
Posted : 11/01/2024 1:51 pm
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Santa Cruz might be amazing but I had a look at a 5010 at Stif when they were 40% and couldn't get over how ugly it was. The head tube area looked like it had been popped out of a jelly mould! I expected that type of finish on my old Whippet but not SC. Didn't they used to be purdy?

Filing cabinet, blah, blah, but at least the latest Orange bikes look interesting. Far more detailed than they used to be with lots of lovely folds. If you haven't seen a recent one close up you should do.


 
Posted : 11/01/2024 2:44 pm
silvine, zerocool, kelvin and 3 people reacted
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I am sure they are progressing single pivots. The point was that r and d is largely cost neutral due to the R and D tax system in the UK, so I'd be massively shocked if that was a single contributory factor for Orange's financial struggles. In fact, the only company I can think of where it might apply would be Atherton with their new technology and methods.

Think there's enough other comments on here to speculate what the issue is likely to be for Orange to get into this position


 
Posted : 11/01/2024 2:56 pm
kelvin and kelvin reacted
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I'm not surprised Orange have folded. For several years I thought they were very expensive for the spec, but always dismissed it as part paying for the name and partly so many people raving about how much they loved them. But then I went on a demo day last year. I think I rode three. I hated the hardtail (clockwork?) it just felt terrible. And really wasn't impressed by either of the full sussers. OK on a few laps on each, but I came away really surprised and disappointed.

But it's really a shame to see them go.


 
Posted : 11/01/2024 11:16 pm
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Or offers an ebike with a Shimano motor.

Just my experience, but I have not had an issue with two bikes I have had with Shimano motors.  Touch wood - 3.5 years trouble free.  


 
Posted : 12/01/2024 12:04 pm
kelvin and kelvin reacted
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