You know, something just occurred to me and I'm sort of suprised nobody (AFAIK) raised earlier:
Kentmere does have one thing that Ilford I suspect would like to get it hands on:
UK-based coating facilities that are owned and not leased...
Ilford has a long-term (20 year?) lease on its present facilities. Most long-term leases are tied (in some fashion) to the value of the property. Given the incredible real estate appreciation in the UK over the past few years; I can't imagine that lease is healthy for Ilford. Maybe this acquisition is Ilford's "escape plan".
I'm glad of that if it's true. But it doesn't change the fact that I'm done with Kentmere as I have a tough time believing FinePrint will still be around for much longer.