Kodak Announces Eric-Yves Mahe as New President of Consumer and Film Division

alanrockwood · Jun 19, 2018

Question: is Kodak Alaris restricted by contract to selling only film produced by Eastman Kodak? If not then perhaps they could seek business alliances with some of the other (few) players left in the field. One example might be Ferrania, mainly because Ferrania is trying to re-start E6 production, but also because their black and white product that they are trying to launch. Ilford might make more sense, or possibly fuji. There may be other possibilities as well.

This idea may or may not make any sense, but if Eastman Kodak eventually decides to stop making still photography film it would be good if Kodak Alaris has a plan B to fall back on.

By the way, there used to be C41 production in China. I know this because a few years ago I bought a roll of Kodak C41 film that was made in China according to the label. I wonder what happened to the production lines in China.

Bringing it back to the original topic of the thread, do you think the new CEO at Kodak Alaris might be looking into some of these other possibilities?

cmacd123 · Jun 19, 2018

Kodak apparently has closed all their international sites. Lucky film had previously had a licence to make an older version of Kodacolor, but I believe that licence was cancelled when Kodak opened the China Plant. Alaris DID have the the old Kodak Ltd. Plant, near London but it is also closed or being closed.

MattKing · Jun 20, 2018

cmacd123 said:
Kodak apparently has closed all their international sites. Lucky film had previously had a licence to make an older version of Kodacolor, but I believe that licence was cancelled when Kodak opened the China Plant. Alaris DID have the the old Kodak Ltd. Plant, near London but it is also closed or being closed.

As part of the bankruptcy settlement Kodak Alaris obtained the rights to what I expect were all the remaining non-USA sites, plus at least an interest in the site operated in Colorado by what is now known as Carestream.
As best as I can tell, other than the Harrow site that was owned by Kodak Limited (whose value was probably the major reason that Kodak Alaris had to pay $600,000,000.00 as part of the settlement) the rest of the sites were at best joint ventures but were most likely simply leasehold interests.
In the interest of cutting costs and improving balance sheets, Harrow was sold and the other sites (other than Colorado) have been closed.
I'm not sure whether Kodak Alaris still has an interest in Carestream's premises. They are contracting with Carestream to make Kodak paper.

AgX · Jun 20, 2018

MattKing said:
As part of the bankruptcy settlement Kodak Alaris obtained the rights to what I expect were all the remaining non-USA sites, plus at least an interest in the site operated in Colorado by what is now known as Carestream.

Carestream has nothing to do with Kodak Alaris, except for the location.

RattyMouse · Jun 20, 2018

alanrockwood said:
Question: is Kodak Alaris restricted by contract to selling only film produced by Eastman Kodak? If not then perhaps they could seek business alliances with some of the other (few) players left in the field. One example might be Ferrania, mainly because Ferrania is trying to re-start E6 production, but also because their black and white product that they are trying to launch. Ilford might make more sense, or possibly fuji. There may be other possibilities as well.

This idea may or may not make any sense, but if Eastman Kodak eventually decides to stop making still photography film it would be good if Kodak Alaris has a plan B to fall back on.

By the way, there used to be C41 production in China. I know this because a few years ago I bought a roll of Kodak C41 film that was made in China according to the label. I wonder what happened to the production lines in China.

Bringing it back to the original topic of the thread, do you think the new CEO at Kodak Alaris might be looking into some of these other possibilities?

Fujifilm is not an option as they are exiting the non instant film market. Just ask AgfaPhoto how it worked out for them.

Sal Santamaura · Jun 20, 2018

alanrockwood said:
Question: is Kodak Alaris restricted by contract to selling only film produced by Eastman Kodak?...

The Internet is replete with speculation about that and many other aspects of the Eastman Kodak / Kodak Alaris contract(s). Speculation is all it is. Those who know the answers are without question bound by non-disclosure agreements and, so far, aren't divulging anything. When Alaris was created, I asked its executive management that and related questions. Platitudes with no substance were all I got in response.

MattKing · Jun 20, 2018

AgX said:
Carestream has nothing to do with Kodak Alaris, except for the location.

There is a reasonable likelihood that they actually own the location together. Carestream also appears to be producing the Kodak RA-4 paper for Kodak Alaris at that location.

Wallendo · Jun 20, 2018

I would not buy a Alaris film not manufactured by Eastman Kodak. It would be like buying AgfaPhoto film - a derivation of a respected name, but films not related at all to their namesake.

I would switch from TX400 to HP5+ and probably due most of my color work with digital.

Taking the EK formula for TX400 as well as the Tax films and running them on somebody else's line would be a different film. Maybe it would be good, but it might be quite different. KA could conceivably contract with Fuji for color film, if Fuji still has the capability, but it would be in Fuji's best interest to simply expand their own film line

RattyMouse · Jun 21, 2018

Wallendo said:
but it would be in Fuji's best interest to simply expand their own film line

Very funny!

Agulliver · Jun 21, 2018

Wallendo said:
I would not buy a Alaris film not manufactured by Eastman Kodak. It would be like buying AgfaPhoto film - a derivation of a respected name, but films not related at all to their namesake.

While I certainly enjoy knowing that the KA-distributed products are made by EK....there's also no doubt that the AgfaPhoto film which was until quite recently available was the bargain of the 21st century....because for £1 what you got was over £3 worth of Fuji 200 film (once thought to be C200 but likely Superia 200).

I have no problems with KA attempting to secure a long term future for C41 films, and if that means casting their net further than EK then so be it.

That said, apart from some products being very high priced (something we are likely to experience more of in coming years anyway)...the EK-KA arrangement seems to work.

AgX · Jun 21, 2018

Agulliver said:
....there's also no doubt that the AgfaPhoto film which was until quite recently available was the bargain of the 21st century....because for £1 what you got was over £3 worth of Fuji 200 film (once thought to be C200 but likely Superia 200).

Under the brand AgfaPhoto so far films have been sold made by Agfa, Ferrania, Fuji and Harman.

The best bargains were/are the house-brand films sold by drugstore chains, lately only made by Fuji. However over here these have been cancelled meanwhile.

AgfaPhoto branded Fuji C-41 and E-6 films are still available here.

RattyMouse · Jun 21, 2018

AgX said:
Under the brand AgfaPhoto so far films have been sold made by Agfa, Ferrania, Fuji and Harman.

The best bargains were/are the house-brand films sold by drugstore chains, lately only made by Fuji. However over here these have been cancelled meanwhile.

AgfaPhoto branded Fuji C-41 and E-6 films are still available here.

AgfaPhoto has disappeared from the US as far as I can see and supply was drying up in Japan while I was there a few months ago.

DF · Jun 25, 2018

"....consumer and film division is the only one that deals with non film consumer products...." - how Trumpish sounding

RattyMouse · Jun 28, 2018

Has there been any news out of Kodak in the past two weeks? I've been out of it for awhile due to business traveling. Today I noticed Kodak's stock has fallen -25% in the past two weeks. That's a major drop in share price, pretty much unmitigated liquidation by a massive amount of shareholders. Usually there's news associated with a drop like this.

Anything?

MattKing · Jun 28, 2018

RattyMouse said:
Has there been any news out of Kodak in the past two weeks? I've been out of it for awhile due to business traveling. Today I noticed Kodak's stock has fallen -25% in the past two weeks. That's a major drop in share price, pretty much unmitigated liquidation by a massive amount of shareholders. Usually there's news associated with a drop like this.

Anything?

Most likely caught up in the fallout from Trump's tariff shenanigans.

RattyMouse · Jun 28, 2018

MattKing said:
Most likely caught up in the fallout from Trump's tariff shenanigans.

Unlikely, for several reasons.

First, the market has largely recovered from the tariff lunacy. A few companies are still hit hard but most have had nice sessions the past few days.

Even so, a 25% drop far exceeds the drop the market took in the past two days.

Finally, I dont think Kodak has much of an export market to warrant that level of drop.

There must be another reason why traders are dumping this stock.

RattyMouse · Jun 29, 2018

Unfortunately, the slide in share price is continuing on in to today. I've tried to find news that would warrant this dramatic drop in share price but am coming up empty. There has to be a reason why the company has lost a full quarter of it's value in just a few weeks.

faberryman · Jun 29, 2018

Perhaps the KodakCoin SAFT coin offering is not going well. I can't find any information on how much has been raised.

RattyMouse · Jun 29, 2018

I just had an idea. It's late June, nearly July and Kodak's ICO still has not occurred. Perhaps that is the reason for the slide. Recall that share prices were $3 just before the cryptocurrency announcement came out. Once that news hit the stock rocketed to the moon. Perhaps investors have realized that this strange scheme is not going to be the salvation for Kodak that they thought it might be.

The ICO was supposed to have happened many months ago and has been perpetually delayed.

The Kash Miner has probably been a major dud as well.

Sal Santamaura · Jun 29, 2018

Insiders dumping in anticipation of second quarter results release?

Photo Engineer · Jun 29, 2018

And in the news here, Fuji has declared "war" on Xerox.

Agulliver · Jun 29, 2018

Re Agfa Photo.....a look at the website for their products (in the UK at least) shows no photographic film whatsoever....not even the APX films they were presumably getting coated by Harman.

Though if you do some hunting you can find them on the Lupus site, but you do need to hunt.

cmacd123 · Jun 29, 2018

Agulliver said:
Re Agfa Photo.

Though if you do some hunting you can find them on the Lupus site, but you do need to hunt.

the trademark is licensed to Lupus for the sale of film. Possibly to someone else for Batteries, and other folks for the other stuff that shows up with the AgfaPhoto Brand.

Agulliver · Jun 29, 2018

cmacd123 said:
the trademark is licensed to Lupus for the sale of film. Possibly to someone else for Batteries, and other folks for the other stuff that shows up with the AgfaPhoto Brand.

Yes, but a couple of months ago the Agfa Photo UK site listed all the films (Vista Plus 200, 400 and the APX 100 and 400). Now they are not listed, the old links are dead and the links from the Lupus site are dead....but you can find them if you go search.

It looks rather as if the Agfa Photo films have been discontinued including the B&W ones. At least in the UK.

RattyMouse · Jun 29, 2018

Agulliver said:
Yes, but a couple of months ago the Agfa Photo UK site listed all the films (Vista Plus 200, 400 and the APX 100 and 400). Now they are not listed, the old links are dead and the links from the Lupus site are dead....but you can find them if you go search.

It looks rather as if the Agfa Photo films have been discontinued including the B&W ones. At least in the UK.

Makes sense as AgfaPhoto lost all their color films. With most of the product line gone, they probably figured that they might as well close up shop. The writing is on the wall.

Kodak Announces Eric-Yves Mahe as New President of Consumer and Film Division

How will this effect film availibility

Increase it

Decrease it

Neutral

alanrockwood

cmacd123

MattKing

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AgX

RattyMouse

Sal Santamaura

MattKing

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Wallendo

RattyMouse

Agulliver

AgX

RattyMouse

DF

RattyMouse

MattKing

Moderator

RattyMouse

RattyMouse

faberryman

RattyMouse

Sal Santamaura

Photo Engineer

Agulliver

cmacd123

Agulliver

RattyMouse

Kodak Announces Eric-Yves Mahe as New President of Consumer and Film Division

How will this effect film availibility

Increase it

Decrease it

Neutral

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Moderator

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