Over the past few weeks I have really been thinking based on...

Over the past few weeks I have really been thinking based on what I have seen in the IT industry (over 20 years)... so.. paper printing is becoming less and less common... in offices I have been the amount of printers being deployed is becoming far less as more people do things digitally.

So companies such as your Epsons / Brothers / Fuji Xerox / Cannons need to identify other similar streams of revenue. How many of those companies that I have listed above currently have high quality consumer 3D printers? If they wanted to get into this market and quickly.. what is the quickest way to do it? Maybe takeover an existing company with a sales presence in 40 countries already...

Then go back and take a look at the 4C.. what costs could be stripped all reduced due to not having to comply with ASX and have a board? Also look whether the company taking over RBO has beeter manufacturing agreements and bargaining power to reduce costs of production.

Based on what has happened over last 4 months both this and TNT will be holds/buys for me... I want a takeover as the numbers and the reasons stack up. Happy to hear some other thoughts