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K/w
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Acquisition

Bericht door K/w »

HYBRID Software proposed acquisition
https://investor.globalgraphics.com/app ... -01-04.pdf

Question 5:
What is the intention of the reference shareholder after the merger – will market liquidity /free float gradually increase or, on the contrary, is the shareholder’s intent to take the Company private?

Answer: There is no intention to take the Company private or de-list from the stock exchange. The board of directors are aware of the lack of liquidity and are looking at options available to improve that situation for shareholders.



Ik zou begot niet weten hoe ze dit in de praktijk zouden kunnen omzetten? Ik zie hier maar één mogelijkheid, dat is "eigen aandelen" inkopen, al lijkt me ook dit vrij onwaarschijnlijk?
Wees hebzuchtig als de markt angstig is en
wees angstig als de markt hebberig is.







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USSENTERPRISE
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Re: Acquisition

Bericht door USSENTERPRISE »

K/w schreef:
11 jan 2021 10:21
HYBRID Software proposed acquisition
https://investor.globalgraphics.com/app ... -01-04.pdf

Question 5:
What is the intention of the reference shareholder after the merger – will market liquidity /free float gradually increase or, on the contrary, is the shareholder’s intent to take the Company private?

Answer: There is no intention to take the Company private or de-list from the stock exchange. The board of directors are aware of the lack of liquidity and are looking at options available to improve that situation for shareholders.



Ik zou begot niet weten hoe ze dit in de praktijk zouden kunnen omzetten? Ik zie hier maar één mogelijkheid, dat is "eigen aandelen" inkopen, al lijkt me ook dit vrij onwaarschijnlijk?
De andere mogelijkheid is transparantie geven, de aandeelhouders inlichten en verwennen. Toekomstperspectief geven, eventueel een winstreservatie- of dividendbeleid uitstippelen.
Dat zie ik Vds eerlijk gezegd ook niet doen.

Filantroop
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Re: Global Graphics

Bericht door Filantroop »

De ene na den andere haakt hier af...
Waar is de tijd toen we nog konden dagdromen van significante hogere koersen? :o

ancaoli
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Re: Global Graphics

Bericht door ancaoli »

Filantroop schreef:
13 jan 2021 12:16
De ene na den andere haakt hier af...
Waar is de tijd toen we nog konden dagdromen van significante hogere koersen? :o
Heb er nog wat opgeraapt aan 3,5 en sta daar ook nog met mijn netje ;)
Hetzelfde gedaan bij een andere achterblijver vandaag; Roularta.
Vaste Portefeuille:Recticel, WRN, Accentis, Global G, Roularta, Argenx, Agfa, Ontex, OCI, Sorrento, Inventiva

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Re: Global Graphics

Bericht door Agouti goudhaas »

Heb er ook 1000+ gekocht aan 3,50 €, mijn gemiddelde staat nu op 3,18 €. Hopelijk blijven ze hoger noteren.

mulder
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Re: Global Graphics

Bericht door mulder »

Filantroop schreef:
13 jan 2021 12:16
De ene na den andere haakt hier af...
Waar is de tijd toen we nog konden dagdromen van significante hogere koersen? :o
Voor elke verkoper is er een koper.Ik heb er gisteren nog bijgekocht en zal dat lager ook nog verder blijven doen.

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Re: Global Graphics

Bericht door Filantroop »

mulder schreef:
13 jan 2021 13:57
Filantroop schreef:
13 jan 2021 12:16
De ene na den andere haakt hier af...
Waar is de tijd toen we nog konden dagdromen van significante hogere koersen? :o
Voor elke verkoper is er een koper.Ik heb er gisteren nog bijgekocht en zal dat lager ook nog verder blijven doen.
Uiteraard is dat uw volste recht Mulder maar ik heb zo mijn twijfels...
:?

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Nieuwe dochteronderneming H S?

Bericht door K/w »

Global Graphics et Hybrid Software unissent leurs forces
Dominique Huret
Publié le 12 jan 2021
http://www.etiq-et-pack.com/global-grap ... urs-forces





Pittig detail, Hybrid Software gaat op zijn beurt een dochteronderneming oprichten? Wat zit hier alweer achter?


Vertaling:

Global Graphics en Hybrid Software bundelen hun krachten
Dominique Huret
Gepost op 12 jan.2021

Global Graphics blijft het moederbedrijf en HYBRID Software zal zich bij Meteor en Xitron voegen als dochterondernemingen. HYBRID Software zelf is van plan een dochteronderneming op te richten in het VK, die zal worden gevestigd op het hoofdkantoor van Global Graphics in Cambridge, VK.

HYBRID Software is een groep van enterprise software development en marketing bedrijven voor de grafische industrie, met een sterke focus op etiketten en verpakkingen. Geregistreerd in Luxemburg en heeft dochterondernemingen in België, Duitsland, Italië, Frankrijk en de Verenigde Staten. De twee belangrijkste productlijnen van HYBRID Software, CLOUDFLOW en PACKZ, bieden een reeks voordelen, waaronder native workflow en PDF-editor, creatie en impositie van variabele gegevens, leverancieronafhankelijke oplossingen volgens industriële normen, een schaalbare technologie tegen lage totale aanschafkosten. Deze producten worden door meer dan 1.000 klanten wereldwijd gebruikt op alle gebieden van prepress en bedrukking, waaronder etiketten en verpakkingen, vouwdozen, golfkarton, flexibele verpakkingen en grootformaat. .

Via haar dochterondernemingen is Global Graphics een toonaangevende ontwikkelaar van geïntegreerde hardware- en softwareoplossingen voor grafische en industriële inkjetprinten. Tot haar klanten behoren persfabrikanten zoals HP, Canon, Durst, Roland, Hymmen en Mark Andy. Global Graphics PLC heeft zijn hoofdkantoor in Cambridge, VK. Haar dochterondernemingen zijn printsoftware-ontwikkelaars Global Graphics Software, specialisten in industriële printkopbesturingsoplossingen, Meteor Inkjet en prepresssoftwarespecialist Xitron.

Er zijn een aantal verbanden tussen de twee bedrijven. Om te beginnen is Guido Van der Schueren voorzitter van Congra (HYBRID Software holding) en Global Graphics. Mike Rottenborn (hiernaast afgebeeld) is een van de oprichters van HYBRID Software en werkt al jaren samen met Guido Van der Schueren. Bovendien is er een wederzijdse licentieovereenkomst tussen de twee bedrijven, waarbij Global Graphics RIP's levert aan HYBRID Software voor zijn CloudFlow-oplossing en CloudFlow-modules doorverkoopt als Fundamentals front-end-software, met de voor de hand liggende mogelijkheid om voort te bouwen op deze overeenkomst en '' andere synergieën benutten.

Global Graphics blijft het moederbedrijf en HYBRID Software zal zich bij Meteor en Xitron voegen als dochterondernemingen. HYBRID Software zelf is van plan een dochteronderneming op te richten in het VK, die zal worden gevestigd op het hoofdkantoor van Global Graphics in Cambridge, VK.

Guido Van der Schueren, President van Global Graphics PLC: “Toen ik in 2014 President van Global Graphics werd, realiseerde ik me al snel dat de combinatie van Global Graphics en HYBRID Software de leidende leverancier van bedrijfssoftware voor de industrie zou creëren. digitaal printen, maar ook voor traditionele marktsegmenten voor etiketten en verpakkingen. Het is sindsdien mijn doel geweest en ik ben er trots op dit vandaag aan de industrie aan te kondigen. Het DNA van de twee bedrijven is vergelijkbaar - klantgestuurde innovatie in grafische kunsten en industriële inkjet - en er is een sterke relatie en een goede match tussen HYBRID Software en de Global Graphics-bedrijven. " www.hybridsoftware.com en www.globalgraphics.com
Wees hebzuchtig als de markt angstig is en
wees angstig als de markt hebberig is.

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Global Graphics completes Hybrid acquisition

Bericht door K/w »

Eens goed doorlezen, hij laat hier al lichtjes doorschemeren dat 2020 blijkbaar niet zo goed was, met als codewoord COVID-19 nietwaar?

Btw, zonder nieuws een stevig volume vandaag?




Global Graphics completes Hybrid acquisition
12th January 2021
https://www.nessancleary.co.uk/global-g ... quisition/


Last week Global Graphics shareholders agreed a proposal to buy Hybrid Software, with 76.5 percent of the votes cast in favour – I’ve already covered the reasons behind this proposal in an earlier story at the end of last year. So for this story I also want to look in more depth at what this might mean for the wider market for Digital Front Ends.

The deal involves Global Graphics giving 21,074,030 ordinary shares to Congra in exchange for the entire issued share capital of Hybrid, which now becomes a wholly owned subsidiary of the Global Graphics group, alongside Meteor Inkjet and Global Graphics Software, or GGS, as well as Xitron, which is actually a subsidiary of Global Graphics Software’s US division.

Hybrid Software Group brings with it a number of smaller companies, including operating companies in the US, Belgium, Germany, Italy and France, and a plan to establish a UK company. The group also includes a separate software development company and another company, Explio, which develops e-learning systems for language learning (which Hybrid uses to augment on-site operator training programs for high-end software like Packz). Hybrid also comes with around €9 million in debt.

As part of the research for that first story, I spoke with Mike Rottenborn, CEO of Global Graphics, and he also talked about some of his future plans for the company. I’ve split that part of our conversation into a separate story here since this also has ramifications beyond Global Graphics, particularly for anyone involved in inkjet printing.

One of the problems that has plagued Global Graphics for many years is that it mainly sells its software direct to OEMs, and that many of them prefer not to mention that. I can tell you that it’s certainly made writing about Global Graphics quite difficult over the years, and it has obviously made it harder for the company to market itself effectively, despite HP having been quite open about using the company’s software for the front ends for both its Indigo and T-series single pass inkjet presses.

Marketing director Jill Taylor explains: “A lot of it is because the OEMs wish to maintain the perception that they have done the development themselves or that it’s their own home grown RIP".

Harlequin 12.1 introduced support for the ISO 19593.1 standard for PDF Processing Steps regarding technical marks.
In contrast, many OEMs are quite happy to showcase their use of the Adobe PDF Print Engine. Rottenborn accepts that for many OEMs Adobe is seen as the safe choice, noting: “People come to Global Graphics because we are innovative or because our screening for inkjet is better or because we are faster or because we have technologies like Direct that make your press run faster on less expensive hardware but we simply don’t have the cachet or the name that Adobe does. And we are working hard to change that.”

A big part of that is growing the size, and therefore the reach, of the company by developing into new market spaces. Rottenborn explains: “I see two prime segments for us to expand into. One is industrial inkjet, which Meteor is already there, Xitron and GGS too but it’s a growing segment, and one that increasingly needs RIPs and workflow. If you’re printing ceramics and laminates then you are not necessarily RIP’ing every tile that you print; that’s a TIFF file that’s been RIP’ed and is simply queued up and printed. But more and more you are going to need shorter run tiles, shorter run building materials, shorter run laminates that will need to be RIP’ed. So one of our focusses right now is putting RIPs into our industrial DFEs and I think there’s a lot of opportunity to grow there.”

He says that he also wants to take a bigger stake in labels and packaging, noting that it is “the one segment that has done well during the corona virus crisis.” He adds: “It’s more touchless production, it’s late binding in terms of ingredients and sizes and run lengths and things like that, so packaging has been printed digitally during the pandemic that never would have been printed digitally before. But in the meantime, there are companies that print that havn’t been able to upgrade their equipment because you can’t travel, you can’t get new presses installed or staff trained and things like that so we see a huge pent-up demand in packaging, both in software and equipment.”

He continues: “And the vehicle that I think we will use to move into both of those segments is more functional DFEs. Rather than just selling SDKs or libraries or building blocks we want to sell bigger functionality pieces all the way up to and including turnkey DFEs. And we need to manage that with our OEM channels because I don’t want HP to think that we are competing against them. But I also do believe that eventually the digital press market will open up to off-the-shelf DFEs. EFI Fiery is the biggest DFE in the market right now, by a factor of probably ten – they are a household name, if you will – that drives equipment from many different OEMs. I believe that the digital press segment in labels and packaging will eventually open up that way too, just as Fiery has a place in commercial and office and a little bit of wide format. So I know that there will be a demand for more functional DFEs which Global Graphics is going to support.”

Global Graphics Direct graphics pipeline ensures that the RIP’ed elements are streamed to the printheads in the right order.
Rottenborn says that the second area he wants to expand further into is that of production workflow, pointing out that this is an area where Hybrid has performed well. He explains: “Hybrid has a single customer that was a sale of $4-5 million a year, a huge sale where they actually have a worldwide workflow running in Amazon, based on Hybrid’s Cloudflow product. So instead of having 150 discrete workflows or RIPs in front of their platesetters they’ve got one big workflow in the cloud.” This has displaced the previous set-up from Hybrid’s main competitor, Esko, for both editors and workflows and Rottenborn clearly sees the potential for similar sales elsewhere in labels and packaging.

He adds: “There’s a lot of consolidation going on. Once you have two plants you’ve got to decide whether to have two press departments, two workflows, or do I have something that ties them together? So I think there will be a trend toward more functional production workflows across the enterprise level so you will see us pushing hard into the enterprise software space.”

Rottenborn highlighted Hybrid’s expertise in integrating with enterprise level software, such as MIS and Web-to-Print, and talked about the role that RIP software plays here, pointing out that it’s the main software in a platesetter, but a smaller part of a DFE, and has an even smaller role in an enterprise workflow. He added: “So rather than see the role of the RIP shrink, we need to grow our market by going into different segments, and production workflow at the enterprise level is a very good way.”

This will also include a push into the industrial and manufacturing sector, where Global Graphics is working on a way to integrate its workflow and RIP software with factory automation systems. Rottenborn adds: “That’s an integrated development with Hybrid, Meteor and Xitron all working together so we are leveraging the capabilities of each company in the group to build more functional solutions but Hybrid really puts us in a different level there.”

We’ll have to wait a couple more months to learn more about this. In the meantime, you can find more about Global Graphics’ existing solutions from globalgraphics.com.
Wees hebzuchtig als de markt angstig is en
wees angstig als de markt hebberig is.

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Re: Global Graphics

Bericht door marcator »

ivm de Hybrid UK divisie : Ik vermoed dat een aantal engineers nauw zullen samenwerken om samen nieuwe projecten te ontwikkelen, en dat kan best als de mensen samen zitten in Cambridge, vandaar de oprichting dochteronderneming van Hybrid.

Als je het Arrowhead document doorneemt, zal je merken dat Hybrid een enorm groeitraject plant voor de komende 5 jaar. De meeste cijfers zijn met zwarte balkjes verhuld (het lijkt soms wel op een porno blaadje uit de Jaren stillekes…) , maar wat er wel nog in terug te vinden is een manpower projectie waarbij ze plannen om van 110 mensen naar 170 mensen te groeien tegen 2027. Wellicht is het co-housen in engineering de enige goeie manier om deze groei degelijk te begeleiden met opleiding , training etc.

Ook op de investor website : een verdienstelijke poging van Graeme Huttley om de 4.25 euro/aandeel valuatie van Glog van 2 jaar geleden door te rekenen met verschillende methodes naar wat dit vandaag zou betekenen, en dit deels ook op basis van de 5 jaar forward plannen van elke divisie zoals die jaarlijks worden opgesteld. Uit deze berekening blijkt dat de 3.80 Euro/aandeel een fair value vertegenwoorigt voor het huidige Glog.

Hieronder ook het net uitgestuurd persbericht rond de afronding van de Hybrid overname , daarin geven ze een projectie van de 2020 Hybrid cijfers estimate : Omzet 17 Miljoen Euro, EBITDA 5.5 Miljoen Euro. Dit is bizar, want in hetzelfde Arrowhead evaluatierapport , in de appendix, staat ook een 2020Estimate voor Hybrid , en die toont : omzet 19.7 Meuro, Ebitda 5.4 Miljoen Euro. Ik heb alvast de CFO om uitleg gevraagd.

GLOBAL GRAPHICS PLC COMPLETES ACQUISITION OF HYBRID SOFTWARE GROUP
Cambridge (UK), 13 January 2021: Global Graphics PLC (Euronext: GLOG) announces that it has successfully completed its acquisition of the HYBRID Software Group S.à r.l. (“HYBRID Software”) from Congra Software S.à r.l (“Congra”) following the passing of a shareholder resolution at a General Meeting held on Friday 8th January 2021.
HYBRID Software is a group of software development and marketing companies focused on enterprise software for the graphic arts industry, with a strong focus on labels and packaging. It becomes the fourth subsidiary company in the Global Graphics group and sits alongside Global Graphics Software, Meteor Inkjet and Xitron.
The acquisition roughly doubles the size of the Global Graphics group of companies in terms of headcount, expanding the global workforce to around 250 people. It adds several more operating locations to the group through HYBRID Software’s offices in Luxembourg, Belgium, Germany, Italy, France and the USA. Global Graphics typically invests about one third of its revenues into R&D each financial year and has a strong software development team, which is now expanded to more than 75 engineers with the addition of HYBRID Software.
Global Graphics is dedicated to developing software and hardware solutions for graphics and industrial inkjet printing and has earned a reputation for innovation, with several of its companies being recognised with prestigious industry awards and, in the case of both Meteor Inkjet and Global Graphics Software, with the coveted Queen’s Award for Enterprise. It will continue to be a key supplier of original equipment manufacturer (“OEM”) technology and, through HYBRID Software’s domain expertise in labels and packaging, a customer-focussed supplier of solutions for print service providers and converters as well as OEMs.
Guido Van der Schueren, Chairman of Global Graphics, says, “This acquisition is a great fit strategically. It’s good news for our customers, our employees and our shareholders. We will continue to grow the value of the company by supporting all our stakeholders and reaffirm our intention to remain a listed company. As the packaging industry continues its migration to digital printing, there are tremendous opportunities for Global Graphics’ hardware and software solutions, so bringing HYBRID Software into the group will help us grow our share in labels and packaging. Exciting times lie ahead as we launch new initiatives in response to customer demands, ranging from innovative new products to subscription-based licensing models.”
Global Graphics’ CEO Mike Rottenborn says, “This acquisition makes Global Graphics stronger than the sum of its parts. Market requirements are changing and it’s important for the future growth of the company that we are positioned to respond. Customers are asking for more functionality and we are well placed to offer a broader solution starting with a powerful new digital front end for the labels and packaging segment. Expect to see new product development for the industrial inkjet market too, which, as it evolves and matures, requires a new generation of software and hardware capabilities. We’ll be able to take HYBRID Software’s expertise in file preparation and enterprise production workflow gained in the labels and packaging segments and expand this out across all the industry segments we serve.”

HYBRID Software has been an integrator of the Harlequin RIP® for many years inside their CLOUDFLOW workflow product and in recent times has been working at a technical level with Global Graphics Software on the Fundamentals™ digital front end. Michigan-based Xitron, also a long-standing customer for the Harlequin RIP, is active in the commercial printing industry providing pre-press and digital solutions to OEMs. Its Navigator DFE supports drive electronics from sister company Meteor Inkjet, a leading developer of printhead driver solutions for industrial inkjet systems. Together with Global Graphics Software, developer of the Harlequin RIP and other technology components for digital printing, the Global Graphics group offers the market a compelling stack of solutions for graphics and industrial inkjet printing.

Consideration for the acquisition of HYBRID Software was EUR 80 million which was satisfied in full by issuing 21,074,030 Global Graphics shares to Congra.
For the year ended 31 December 2020, it is estimated that HYBRID Software’s revenue will be around EUR 17 million and EBITDA will be around EUR 5.5 million (subject to audit). HYBRID Software will be included in the group’s consolidated financial statements with effect from the reporting period that includes the closing date of the acquisition, i.e. for the year ending 31 December 2021, starting with the condensed consolidated financial statements for the six months ending 30 June 2021. Further information in respect of the acquisition can be found on the company’s website at https://investor.globalgraphics.com/inv ... cquisition.
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