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SRS spicers limited

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Thank you so much for your in depth reply. It's great to read...

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Modogodot

136 Posts.

11/01/17

05:47

Post #: 21807233
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Originally posted by equityma ↑

I doubled up today.

. SRS vs Japan Nippon
JN is the biggest envelopes and plastic office stationaries producer and manufacturer of plain paper. Both sectors have been in doubt of higher paper imports and strong wage growths in Australia that makes it unprofitable.

SRS involves in the sales of special papers and advertising signs that could buckle up with tightening supplies of paper in Australia and the inflation outlook for its signs business where companies need to market their products to lift up sales in both traditionally and digitally.

When you see the fallout of mail services, the closing down of bookbinding factories and printers are losing jobs. You could say the graphic arts industry has been falling apart but when you see paper mills closure and the rise of USD then you must think twice about SRS because SRS business model is totally different with JN.

Traditionally
It's alot cheaper to buy overseas papers and overseas made envelopes. SRS provides all different kinds of paper internationally.

Overseas envelopes are made in plain stocks. Companies cannot buy special made stocks because they're expensive. They must make to orders. Those special made stocks are used for advertising purposes to attract consumers using mailboxes.

My small company I've working with has been half sold to a Malaysian business man. The
guy uses the company as a distributing warehouse to import most of plain paper envelopes stocks.

My supervisor also told me the offset printing area will be getting busier than web folding machines.

I mainly make customers stocks and the papers are mostly from spicers. I'm luck than my 2 workmates who were sacked last year and I think I'm luckier than my other workmates working in Australian office, a subsidiary of Australian Paper, a subsidiary of Japan Nippon.

8years ago my brother said there's no future in the environment I'm been working but I'm still working hard and paid off my house.

If JN is on the verge of collapse I think I'll become a supervisor in a small factory amid a sound one.

Digitally
SRS signs business is no doubt a profitable business.
For example, Orora just bought more signs business in the US.

Anyway I doubled up because the new capital management boosted my confident to point out SRS is a potential take over target.
JP must buy SRS to control the imports market as there are many other small players are rising with different brand names as unions are crying fool to ask AU government to intervene the surge in paper imported volumes

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Thank you so much for your in depth reply. It's great to read the contextual reasons why SRS is a good bet to compliment my accounting reasons.

Must be you who moved the price today haha.

Let's see where this goes. It will take at least till the capital restructure before we see a big move IMHO.

SRS Price at posting: 2.7¢ Sentiment: Buy Disclosure: Held
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Thank you so much for your in depth reply. It's great to read...

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