Ilford will capture most of Kodak's b&w market share; Fuji will capture their colour market share. Both companies will probably eke out more pure profit per unit sold than Kodak ever could. Moreover, both companies have better long-term position to defend and perhaps even expand their market. Regarding demand, that is of course worrisome in some film sectors (cine, e6) but quite solid in others (b&w). And as I mentioned before, there is precedence of companies becoming far more profitable as the number of competitors declines. Yes, we don't like to compare rolls of film to cigarettes, but there you go, the business model is before you.
Not that little ol' me would know anything about business strategy, but, years ago when I heard that polaroid was going under, I bought up a good amount of 8x10 polaroid. When deciding whether to invest in that, the motivating thought was: how much will the last polaroid print be worth? And the correct answer is, of course, priceless. Regardless of whether that last image is a cat's ass or the Queen of England. So I bought... and then sold it a few months later at 3x+ profit, when I saw that the worth of the individual sheets exceeded the price I could set on my own 8x10 polaroid output. I don't like cats and I doubt the Queen would have me over, so why not let someone else shoot the frames.
There is plenty of profit (artistic and financial) available to those who know the core worth of the market, who see through the ups and downs of individual companies, and realize that individual prints made by historic processes are going to become very, very valuable in the coming years. Meditate on these words: as long as the process is to archival spec and the image composition is solid, an inkjet print is worth nothing, nada, nix, nil, nichevo, zip in comparison to a silver print, as a collectible piece of art. (unless somebody really famous personalizes the inkjet, a rare exception)
So, to be blunt: shut up and get busy! Enough talk already. You know damn well what you have to do: make the best use of what is available, invest appropriately... and shoot, shoot, shoot... and print