on the move again, page-10

austted

With respect, you missed the point:

Heidelberg, Sequana & PaperlinX are all suppliers to the print industry; nowhere do I mention newsprint or Manroland.

Sequana & PaperlinX are head on competitors in fine paper & related products. Both are under financial crisis. Heidelberg is the Rolls Royce of capital equipment for the same market served by PaperlinX & Sequana.

What folk here apparently choose is to look at PPX in isolation. The success or otherwise of PPX is based in Europe.

Do your own analysis of PaperlinX vs Sequana; then decide who survives, Or wait for RIP #2 coming soon.

This is a global problem of commoditisation of printing generally and the survival of its suppliers specifically.

Heidelberg will survive because it owns a brand, owns intellectual property and has thousands of machines in place around the world. It is also the largest sponsor of DRUPA and will get German govt support. Now tell me what PaperlinX
owns that is unique to it. ZILCH.

PPX is a wholesaler of a "me too" commodity. It is therefore a price taker not a price maker. IMO, failure isn't a matter of IF but WHEN.

I just feel annoyed that PXUPA holders will lose money due to PPX holders' folly.