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It's a pure speculation from my side, but I don't presume it will happen soon, or in next 3-5 years.

1. Linde heavy truck line has a group of stabile users, who of course can change the supplier but they will rather go towards the other european product. According to my knowledge, the Linde users very rarely go to chineese products and this is their alternative now.

2. Linde already closed Basingstoke and I don't think that they will decide to move away the whole production from UK. This is the big market, it would be a bad marketing, and it can have the influence on US market.

3. There are still some machines manufactured in Merthyr Tydfil which have pretty good position. S-series for example.

4. Linde invested recently a big amount of money in the developement of the heavy machines. I think they will try to get some ROI.

To reassume - I think the startegy will be first to survive the crisis with the smallest possible cost. But the heavy line will stay.
Of course the plant may be reduced and overprofiled, but as I've written above, Linde, IMHO, will keep the ability to produce big machines.
  • Posted 21 Dec 2012 02:39
  • By Karait
  • joined 21 Jun'09 - 355 messages
  • Poland
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