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Thursday, September 21, 2017 11:54:27 AM
RE: SLM Solutions Group...Can't help but notice
SLM Solutions Group...Can't help but notice ... I have watched SLM solutions for a something like two years. As with Arcam, I have been waiting for "The Big Announcement." Well a pretty big if not dramatic announcement came in. An order for 50 machines for SLM machines. It is SLM's biggest order ever by a pretty good margin. And, something like 3X-5X the biggest order ever announced by Arcam.
That said, the stock so far has not moved that much...certainly not as much as I think a reasonable person might have expected. As of this moment the stock is only up about 5% since the announcement(in fact it is down today). And it is still down from its historical high.
If 50 machines does not substantially move the needle for a 3D printer manufacturer .. then what will it take. Too early to tell for sure, but it appears that in the case of SLM ..the market has already baked into the stock price significant sales increases.
My immediate sentiments were very similar to yours when I saw the market's reaction to the announcement. But we haven't been watching what has been going on inside the operations financially.
Take a look at the SLM Solutions H1-Report 2017
The cover says "WELL PREPARED". Well prepared for what?
From page 2 of the H1 Report it looks like SLM Solutions is bleeding money. The share price will not increase because of the added sales volume if the company can't make a profit.
Arcam's H1 2017:
Up until last year, Arcam's always been in the green. The GE disruption has hurt Arcam's business. Arcam Annual Report 2016
SLM Solutions Group...Can't help but notice ... I have watched SLM solutions for a something like two years. As with Arcam, I have been waiting for "The Big Announcement." Well a pretty big if not dramatic announcement came in. An order for 50 machines for SLM machines. It is SLM's biggest order ever by a pretty good margin. And, something like 3X-5X the biggest order ever announced by Arcam.
That said, the stock so far has not moved that much...certainly not as much as I think a reasonable person might have expected. As of this moment the stock is only up about 5% since the announcement(in fact it is down today). And it is still down from its historical high.
If 50 machines does not substantially move the needle for a 3D printer manufacturer .. then what will it take. Too early to tell for sure, but it appears that in the case of SLM ..the market has already baked into the stock price significant sales increases.
My immediate sentiments were very similar to yours when I saw the market's reaction to the announcement. But we haven't been watching what has been going on inside the operations financially.
Take a look at the SLM Solutions H1-Report 2017
The cover says "WELL PREPARED". Well prepared for what?
From page 2 of the H1 Report it looks like SLM Solutions is bleeding money. The share price will not increase because of the added sales volume if the company can't make a profit.
Arcam's H1 2017:
Up until last year, Arcam's always been in the green. The GE disruption has hurt Arcam's business. Arcam Annual Report 2016
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