A&O Johansen 6,21 MDKK
Solar A/S 4,25 MDKK
Sanistål 2,93 MDKK

A&O Johansen er i en automatiseringsklasse for sig, men Solar A/S har også meget god potentiale. Organisk vækst var 8 % (ekskl. Better business) for Solar A/S og hele 39 % i kun Polen.

Polen (38 millioner indbyggere) har et stort behov af elektrifiering (grøn omstilling fra kul) og Solar A/S er sandsynligvis i en god position med et imponerende kabellager "kun" 620 km fra Polen. (Solar A/S virker i øvrigt også ha en del kabelprojekter i Tyskland fra i år.)

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(www.solar.eu)

https://www.youtube.com/watch?v=da9kT91SVq4

Selv om SSI Schäfer, som A&O benytter, er meget effektivere end AutoStore, så satser Solar A/S også stort på automatisering af lager.

"OUR TICKETS FOR GROWTH

The expansion of our warehouse in Vejen, Denmark, commenced in February 2021 with the construction of an additional 11,000 sqm, corresponding to a 25% increase in capacity.

During the spring of 2022, we plan to inaugurate one of the largest AutoStore facilities in Scandinavia. This will enable us to close several external warehouses on different locations in Vejen, which will reduce our energy consumption, increase product accessibility and provide us with opportunities for future growth.

In the Netherlands, an expansion of our warehouse and AutoStore setup in Alkmaar will commence during 2022, thus centralising services, reducing costs and ensuring future
opportunities for growth. As a result, the warehouse in Duiven will close.

Furthermore, we are currently evaluating the opportunities for the further expansion of our warehouses in Sweden and Norway."

Det er uforståeligt at danske journalister/analytiker (med nogle få undtagelser) ikke ser den store potentialen i billige A&O Johansen og billige Solar A/S.