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yeah, i have saw that presentation before as well. I don't doubt they will achieve that...definitely looks good. i just hope they release a PR soon about their new printer going to a customer site or something, soon...i don't like the pps drop so much....i wasn't as luck as you Gary to get in around 2's (if i remember correctly, you had disclosed that in a post before)...i guess lets see what happens...
Camtek (CAMT) Investor Presentation
See revenue guidance for Q4 2013 on page 18- looks good.
http://www.camtek.co.il/data/upl/ufck/investors/camtek_ir_dec%202013.pdf
Well I bought a few back just now. 5 down days on decreasing volume- shorts have pretty much done what they can do and they'll want to start covering soon I think.
So, even though this is far from a favorite of mine, I think it's got potential for a 3-5 day trade here- we'll see.
What do you guys think the current institutional investment says about this company. Oppenheimer and co is one of them, which is a very well respected company. Isn't that the same one that holds the Oppenheimer conferences, if I am not mistaken.
Anyways, there is less than 5% institutional investment in camt. But the financials do not look bad at all. There is potential. As long as they deliver, their reluctance to continue with Gary's Q&A session will be overlooked.
GLTA!
CAMT: I had hoped to get clarification on how much of the Greenjet was actually utilizing 3D printing. The company claims that at least the solder mask is 3d printed on GreenJet.
The CEO first agreed to do a Q&A for clarification...but after I sent them the standard definition by Terry Wohlers of what constitutes 3D printing and asked them how their printer met that definition he refused to continue.
People can draw their own conclusions.
ask ultra thin. blows thru 5.13 resistance, imo. C4
loaded 4.54, looking to add. $6+ by eow, $12 eom ;)
you're either making money with this stock, or you're watching us make money from CAMT.
SEE POST 250, A MESSAGE TO THE NAYSAYERS AND ALL ELSE
its like they say in glenn gary glenn ross "you know what you need to seel real estate?! you need brass balls to sell real estate"
its obvious not everyone here is a stone cold trader.
LOOK AT FINANCIALS / FUTURE STATEMENTS / CURRENT STANDING / EFFICACY OF NEW TECHNOLOGY
DID YOU GRAB YOUR PICK AND SHOVEL WHEN THEY MIGRATED FOR GOLD?1 OR DID YOU WATCH YOUR FRIENDS COME BACK WITH THE RICHES?!
BE YOUR OWN BOSS / AND GET SOME BALLS / COULD OF MADE MONEY OVER AND OVER AGAIN WITH THIS STOCK / IF YOU HAVENT, I HAVE NO SHAME FOR YOU.
CA CAMT
I don't see where he says revenue to increase 6x. Could you please post the quote? Thanks.
UPDATE
http://www.pcb007.com/pages/zone.cgi?a=96624
CEO Roy Porat says that Greenjet 3D printing will increase revenue 6 to 8 times (highly cost effective new technology to expand adressable market by additional $700m+
Someone said margin call on shorts but not sure how certain.
Lots of shorts in this, fact is its gonna squeeze and be very ugly for them. Like its done repeatedly
Not much useful info here lately...
How desperate are you? Very-- and of course your post has no value to anyone whatsoever, but a childish rant and attempts at insult me that turn back on you --
great reflection of the maturity of this stock's investor mentality.
your associate prev. post too -- when I see these kinds of posts they say a lot as well.
oh and how's the price doing meanwhile, shooting for damoon at $6-7, right? Seems some folks like me were SMART to see where it's going.
And keep an eye on the short interest which I had the courtesy to post but gee, thanks for the useful info from you two, appreciate it.
Actually I hope you do invest all you've got at those levels U deserve it.
GOOD LUCK
If your not invested then why waste your time here? Either your a troll or your caught short right now.
NOT INVESTED, AND ADVISING LIKE A GRANDMA.. OIY VEY!
I'D BE CAREFUL TO NOT BE LEFT ON THE SIDELINES! OR SPENDING ALL YOUR TIME IN AN AREA YOU'RE NOT INVESTED! GO LIVE YOUR LIFE MAN.. KNIT A HOLIDAY SWEATER WITH YOUR TRADING PATTERN STITCHED IN..
HOWS IT GO IN BOILER ROOM..
"SURE MR. JACOBS, AND MISS ANOTHER OPPORTUNITY AND WATCH YOUR COLLEAGUES GET RICH"
PUBLICITY: GOOD OR BAD IS GOOD! ESPECIALLY WHEN SA ARTICLES ARE FROM SHORTERS TRYING TO RECOVER LOSSES!! MUAHAAHAHAHHA
SEE THAT WICKED ARSE CANDLE CAMT IS FORMING TODAY?!
CA
ITS RISKY BUSINESS, BUT IF YOU'RE HUNGRY FOLLOW SHARKS.
It will influens the pps in short time but not in the long run...
3D Analytics wrote on Nov 20th about ARCW that is overvalued at $8.25...It is $21.02 TODAY... Take a look.
I'm not even invested in this so better not go into the fortune telling business and keep your day job.
Yeah I did my own DD is why I'm not invested at this point, although
I think a one-day bump today as people expect to recover yesterday's loss -- seeing it as a re-load op -- is likely.
Personally I just have other investments I like more right now.
As I said it does look like it will rise based on MOMO and enthusiasm but that isn't based on solid fact so wait for the shorts to come --
b/c they will.
Not to say there isn't some data supporting this but not nearly as much or as one-sidedly as some of what I'm reading on this Board or some social media boards.
$2.50 is probably too low but what's the realistic ceiling here?
Pumpers or bashers galore usually when any stock reaches this level of volatility and blind enthusiasm:
the short interest report shows the bear attack hasn't happened yet but if you wanna bet it won't good luck with that.
Investing vs. day trading should be based on facts and data not hype.
Also whether you brush this writer off or not and I did emphasize that he may have an ulterior motive as well, not everyone will and
he raises some valid points incl. that the rise seems attributed as much to communal enthusiasm as facts and there are other such voices of caution out there and that too has to be factored into the possible outcome.
So don't hedge your bets or use caution, expect to ride it todamoon and bet your kids' college tuition or mortgage on it,
but don't accuse PPL who are stating facts which might help a few keep perspective of random ulterior motives.
I'm guessing you went short because of the article yesterday if you truly believe a $2.50 price target is correct. Next time if you do your own DD you will see that CAMT already makes $80M-$100M in yearly revs, with $21M cash on hand, and hardly any debt. So with your low ball $2.50 target that only gives them a $75M MC.
This will transform the industry!!!!! My son is in a technical school/drafting learning all uses of 3D printing and manufacturing using 3D mass production, it's pretty amazing
The CEO speaks today at a conference, hopefully he can elaborate on what is going on.
I see this up @ $8.50-$9.25 on momentum and should sit around $7 before the next major news...
I'd be careful of too much hype -- sure this writer is short himself but he's right about the target and makes some valid cautionary points.
On the other hand as evidenced on this board sentiment is HIGH anyway and PM bids are higher than the close but will Wed. be the last day?
Camtek Significantly Overvalued Due To Hype, Has $2.50 Price Target
Dec 3 2013, 12:33 | about: CAMT
BOOKMARK / READ LATER
Disclosure: I am short CAMT. (More...)
The share price of Camtek Ltd. (CAMT) has been fueled in recent days by what appears to be a distortion of the facts on various social network platforms. Specifically, CAMT is being misrepresented as a manufacturer of 3D printed circuit boards (PCBs).
This has resulted in CAMT being hyped as the next undervalued 3D printing stock. 3D Analytics has completed a thorough review of CAMT and determined the stock is grossly overvalued. Consequently, we're assigning a sell rating on the stock with a $2.50 price target.
3D printing, according to Wikipedia, "is a process of making a three-dimensional solid object of virtually any shape from a digital model. 3D printing is achieved using an additive process, where successive layers of material are laid down in different shapes. 3D printing is also considered distinct from traditional machining techniques, which mostly rely on the removal of material by methods such as cutting or drilling (subtractive processes)."
In 2009, Camtek acquired Printar Ltd. According to a news release announcing the acquisition, "Printar Ltd. is engaged in manufacturing, sale and marketing of direct digital material deposition systems and inks for the Printed Circuit Board ("PCB") industry, with two major fields of activity: Solder Mask, an epoxy layer selectively covering the PCB, while leaving the connecting pads uncovered ("SM") and Legend, applying the identification nomenclature on the PCB, commonly used in the PCB industry ("Legend")." Printar Ltd. is the company that developed the GreenJet product in 2007.
Solder mask, according to Wikipedia, "is a thin lacquer-like layer of polymer that is usually applied to the copper traces of a printed circuit board for protection against oxidation and to prevent solder bridges from forming between closely spaced solder pads." Here is a video that shows the conventional process for applying the solder mask to a PCB. Current solder mask systems coat the entire board (using a conformal process) with a blanket of ink. After the solder mask is applied, the extraneous material is removed. By contrast, GreenJet selectively applies the solder mask to the PCB and non-functional areas are not coated.
Dymax, according to its website, is "a world-class leading manufacturer of 100% solvent-free UV light-curing industrial adhesives and light-curing systems for the medical, electronic, optical, glass, plastic, metal, masking, and packaging OEM markets worldwide." Dymax has created light-cure conformal coatings to meet the demands for the changing PCB market. Dymax states on its site that "each year the electronics industry is faced with new product designs that call for smaller printed circuit boards to function in more aggressive and rigorous service environments. As demands change, conformal coating is becoming increasingly adopted to ensure PCB reliability in environments where moisture, condensation, dust, dirt, salts, chemicals, abrasion, thermal shock, mechanical shock, and other factors can all affect circuit performance." With changes to the PCB market trend, we feel the GreenJet value runs the risk of disappointing investors.
GreenJet was developed in 2007, and until recently, the product had been described as a "digital inkjet solder mask deposition system." But in November 2013, both during a conference call and on a Form 6-K, the company described it as a "digital 3D printing system" used for the deposition of solder mask designated for the printed circuit board industry. When contacted about this, Camtek told us that instead of applying the solder mask using conventional methods, GreenJet can "stack multiple layers of solder in three dimensions (3D)," thereby giving the PCB manufacturer the option to apply a thicker or thinner coat of solder anywhere on the panel. For better examples of true 3D printing, one need look no further than products developed by companies such as 3D Systems (DDD), Stratasys (SSYS), and Optomec. True 3D printing can create a 3D object of any shape, whereas GreenJet controls the thickness of solder by stacking multiple layers. Using "3D" for a product/description is nothing more than the latest fad to get others more excited about this product.
3DPrintingStocks.com
Gary Anderson is the author for 3DPrintingStocks.com. On Nov. 7, 2013, CAMT released Q3 earnings and held a conference call. During the conference call, Camtek CEO Roy Porat said the company plans to launch the new "3D inkjet solder mask printer [GreenJet] next year." After the release, the stock had no reaction to earnings or the GreenJet product launch. It wasn't until 15 days later that Anderson highlighted CAMT as the next undervalued 3D printing stock, causing the stock to spike up more than 330% over three days on record volume.
OVERALL SHORT INTEREST SHOWING AS EXCEPTIONALLY LOW:
Wednesday December 4, 2013 20 Min Delayed
Short Quote™
Enter Symbol:
Camtek Incorporated
$ 4.58
CAMT
-1.17
Daily Short Sale Volume
view
Short Interest (Shares Short)
16,600
Days To Cover (Short Interest Ratio)
1.4
Short Percent of Float
0.15 %
Short Interest - Prior
19,900
Short % Increase / Decrease
-16.58
Daily Naked Short Selling List
view
Short Squeeze Ranking™
view
% From 52-Wk High ($ 6.43 )
-28.77%
% From 52-Wk Low ($ 1.31 )
249.62%
% From 200-Day MA ($ 1.90 )
141.05%
% From 50-Day MA ($ 2.16 )
112.04%
Price % Change (52-Week)
222.54%
Shares Float
11,030,000
% Owned by Insiders
5.63%
% Owned by Institutions
3.30%
Market Cap.
$ 137,000,000
Trading Volume - Today
8,570,928
Trading Volume - Average
12,000
Trading Volume - Today vs. Average
71424.40%
Gap filled, gonna be an awesome day tomorrow, I'm down a bit but not as much as those who bought soo high, wow, let's get it back tomorrow!!!!!
I'm betting tomorrow will be much better, shorts are unloading positions, I'm anticipating a run well above our previous high
dam DDD is over $77 and CAMT hits 5.50's
Id say they're sprinting in opposite,directions'
DDD found bottom and bouncing now, CAMT will follow
weeeeeeeeeeeeeeeeeee
LOL!!! RIGHT! IM SHORT! SO I VALUE IT, AT UMMMM... $2.50 BOB! YES $2.50!
MUAHAHAHAHAHAHA!
SO FUNNY! I FEEL BAD FOR THOSE THAT SOLD SIMPLY BECAUSE OF THAT ARTICLE.. THEN AGAIN, I FEEL BETTER ABOUT MYSELF, SO.. WINNING!
CA CAMT
Author of today's SA article: Disclosure: I am short CAMT. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it. I have no business relationship with any company whose stock is mentioned in this article.
I think that explains his $2.50 price target. I guess he doesn't realize CAMT already makes $100M a year in revenue and can easily support a $300M market cap, so I would say it's still undervalued at the current price.
CAMT STILL VERY ACTIVE TODAY // OPPORTUNITIES TO GET IN / GET OUT
PANICKED SELLING AND BUYING // VOLATILITY BABY!! // CONF. TOMORROW!
WHAT WILL IT BE!? $$
CA CAMT
P.S. DID YOU SELL OUT OF ANXIETY DURING THE DIPS?!?!?!
DO YOU THINK WE WILL GO HIGHER OR LOWER?!
DID CAMT END ITS RUN OR HAVE WE JUST BEGUN?!
::MEDITATE ON THIS I SHALL::
Candid ate?
Up another 19% in Israel today
a >post< on a message board (yours) is not a fundamental indicator or a technical indicator of the companys success. call me old fashioned but i'll rely on the companys performance so that its shareprice reflects it.
GLWUI
Looked awesome into the close, I also believe it will make another run into the mid 6's at the least
Thinking the same thing, strong close with great volume AH with a push to 5.90. Possible gapper above 6 with push over 6.50 in the am
Re-entered CAMT 3000 shares on the turnup to 5.50 late day break - hit 5.90's AH anticipate with SA catalyst + strong close and most of gains held during AH a PM gap.
Is this in English. :) Isn't there conference call on 12/4.
interesting stuff
CAMT
Thought about it myself, but wanted to see what came out of this weeks conference....so far so good.
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