Agfa gevaert
Was vielleicht noch erwähnenswert ist. Im Bereich Speciality Products hat man vor Kurzem eine Zusammenarbeit bei "gedruckter Elektronik" bekannt gegeben. Die Meldung liest sich wirklich toll und ich könnte mir vorstellen, dass Firstmover in diesem Bereich in Zukunft gutes Geld verdienen werden.
Agfa Specialty Products Enters into Development Agreement with MGI for the Printed Electronics Market
Press release Mortsel, Belgium November 10, 2015 11:43 AM CET
Agfa Specialty Products and MGI Digital Technology and announced today the formal creation of a strategic development agreement aimed at the Printed Electronics industry. The objective is to combine both Agfa’s unique and complementary chemical know-how and MGI Digital Technology’s industrial know-how to develop and launch the world’s first industrial inkjet solution for the Printed Electronics market. With this alliance, the companies respond to the growing global industrial demand for printed electronic components.
The market opportunities are considerable with many growth areas and applications that have already been identified, ranging from the internet of things (IoT) to energy harvesting, security and biomedical industries.
For the first time, two international industrial groups will combine their strengths focusing on a Printed Electronics market segment that is currently served by start-ups of which the products are still in the developmental stage.
As part of this partnership, MGI Digital Technology and its subsidiary CERADROP bring their industry expertise and innovative strength in inkjet equipment technology, while Agfa Specialty Products will bring their globally proven experience in the field of conductive inks.
These complementarities cover the entire value chain – from equipment, inks, processes to global support – and will be a key asset for the development of these new solutions.
This fully integrated approach will also generate important competitive advantages. MGI Digital Technology’s industrial and commercial experience, combined with Agfa Specialty Products’ chemical expertise and ink know-how, will cover all industrial requirements concerning pricing and returns on investments that are key to making any innovation successful.
Finally, by building this exclusive agreement on strong respective commitments, Agfa Specialty Products and MGI Digital Technology aim to make a big step forwards in the development of a truly innovative industrial inkjet solution for Printed Electronics.
Quelle: http://www.agfa.com/sp/global/en/internet/main/...pment_agreement.jsp
http://www.agfa.com/co/global/en/internet/main/...structure/index.jsp
Kennt jemand irgendwelche Prognosen zur zukünftigen Umsatzentwicklung?
Ein gutes Stück der Unterbewertung konnte in der letzten Zeit also recht zügig abgebaut werden. Mit (in etwa) 10er KGV für 2015 und mit (hoffentlich) weiterhin so starken Cashflows (Ziel: Abbau der Verschuldung auf 0?) dürfte aber trotzdem weiterhin gutes Kurspotential vorhanden sein. Ich bin jedenfalls nach wie vor mit allen Stücken an Bord (Buchgewinn 115%).
PS: Hoffentlich macht uns der Gesamtmarkt keinen Strich durch die Rechnung.
http://www.agfa.com/co/global/en/internet/main/..._20151224_NB_UK.jsp
http://www.agfa.com/co/global/en/internet/main/...20151230_NB2_UK.jsp
http://www.agfa.com/co/global/en/internet/main/..._20160106_NB_UK.jsp
btw: Wieder mal 'ne sehr starke Vorstellung von Agfa heute. Trotz Gesamtmarkt im Plus geschlossen. In der Spitze gings sogar bis fast auf 5,10 hoch.
"Agfa HealthCare acquires TIP Group
Specialized supplier of Business Intelligence and ERP solutions complements the Agfa HealthCare portfolio
Press release Bonn, Germany January 11, 2016 2:00 PM CET
- Agfa HealthCare acquired the TIP Group, specialized in healthcare Business Intelligence and ERP applications, and based in Graz, Austria. - Acquisition will enlarge the Agfa HealthCare portfolio with Business Intelligence. - This merger brings together two pioneers in the healthcare IT market. [...]"
http://www.agfahealthcare.com/he/global/en/...hive/he20160111_TIP.jsp
Nunja, jetzt haben wir wieder ein einstelliges KGV und Nichtinvestierte könnten nun doch nochmal sehr günstig einsteigen.
Soweit ich sehe, gibt es nur gute Nachrichten von Agfa.
Oder hat jemand was gefunden ?
Meiner Ansicht nach nur wieder eine Gelegenheit mehr, die Position auszuweiten.