In-sourcing, robotics and 3D printing
Ideas will save us. Adept Technologies (ADEP US) is the largest producer of industrial robots in America. Their flagship product, the Cobra robot, was, for example, used to automate Philips electric...
View ArticleThe global work-force is being Robotomised. Stay long Kuka
“At one moment in 1811 more British soldiers were deployed fighting Ned Ludd and his army of unemployed textile workers than were fighting Napoleon in Spain! And machine-breaking Luddites who had lost...
View ArticleConvertible Ideas/Themes May 2013
It’s all about Japan, just a shame there is a limited number of issues to buy. As we have visited our clients over the last few weeks it is clear that after the positive start to the year in terms of...
View ArticleCapex watch: Schneider, Legrand, Kuka, ABB etc
Japan July Industrial Production was revised up from +3.2% M/M to +3.4%; the Y/Y figure was revised up from +1.6% to 1.8%. Japan’s Gov’t upgraded capex forecasts. Also, CLSA believe Automotive capex in...
View ArticleCapex/M&A (cont): Fund-managers want CFOs to spend their money
Further to our recent comments on this, note we have had two US deals in two days, one in the chemicals space and the other in paper (the most recent being Huntsman buying Rockwood Titanium for...
View ArticleGlobal Capex & M&A (cont): “Looking for an Investment Boom”
More join us in support calling for an increase in Global Capex & M&A (inorganic capex). The heading of Deloitte’s Monday Briefing today is “Looking for an Investment Boom”. In it they provide...
View ArticleCapex + Robotics + Full scale automation (cont)
The Boston Consulting Group has a new report out that shows more than half, U.S. based manufacturers with greater than $1bn in sales are planning to, or actively considering, bringing production to the...
View ArticleRobotics: Duerr/Kuka/ABB
Fanuc up 3.7% to an all time high, also small cap US name Adept up 11% yesterday to all-time highs. Today S&P raises outlook to positive on Kuka (which has lagged a bit) and we continue to like ABB...
View ArticleAutomation (cont): “We are humans not robots”
“We are humans not robots” is the moniker adopted by the striking workers at Amazon’s German warehouses who are demanding more pay. One can’t help think that Moniker may become infamous….. This is...
View ArticleRobotics/automation
He works in the dark, 24 hours a day, 7 days a week, 365 days a year. He never takes lunch breaks, sick leave or vacation, nor does he need healthcare insurance nor is he a member of any union. He is a...
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