Velo3D Inc (VLD)

[XFundManager]

Roku has 137M shares outstanding, at a stock price of $1493.00 by 2026, would imply a market cap of 200 Billion and you could 22X your money.

VLD has 184M shares outstanding, at a stock price of $88.00 by 2026 would imply a market cap of 12 Billion and 22X on your money.

What do you think is more probable or likely to happen ? VLD reaching a 12 Billion market cap or Roku going to a 200 Billlion market cap by 2026 ?

The CEO of VLD said he is confident they will have 10% of the global market share conservatively by 2030.

- $1.1T TAM for Additive Manufacturing in 2030 (Ark Invest's estimate)
- VLD achieves their stated 10% market share goal ($110 Billion)
- Assigning a P/S ratio of 6.5 in 2030 to VLD ($715 Billion market cap)
- Dividing by 311 million shares outstanding includes dilution:

$2300/Share for VLD by 2030 !

[20stockman20]

THX for the reply.
I am holding VLD as a base.
Part of the link below\
Roku Inc. (NASDAQ: ROKU) stock has struggled over the last year with shares down over 80%. Ark Invest, led by Cathie Wood, remains heavily invested in the streaming platform and hardware maker.

The stock could be a big winner by the year 2026, Wood says. Here’s a look at the thesis and what shares could be worth in four years.

What Happened: San Jose, California-based Roku will grow over the next four to five years due to gains in video advertising among streaming companies, according to Ark Invest's thesis.

The firm has a price target of $605 by 2026 with a bear case of $100 and bull case of $1,493.

[XFundManager]

Thanks for the link,

How ever I can't access it as I don't have an account wth TD Ameritrade. How ever I believe this is referring to ROKU ?

I am a long term shareholder , I don't trade stocks, day trade or swing trade.

That being said Roku made its debut on the public markets on Sept. 28, 2017, and the company priced its shares at $14. It reached an all time high of $468.00 in Feb 2022. Roku currently trades at $65.00.

I believe VELO 3D is like Tesla or amazon at its respective IPO. It will increase in value at an impressive rate and then all of a sudden we will see it climb over $1000.00 the over $2000.00 and will eventually be included in the S&P 500 and become a FAANG stock !

https://research.ameritrade.com/grid/wwws/research/stocks/news/search?symbol=ROKU&c_name=invest_VENDOr
Check out this link. Better than VLD short term?

[XFundManager]

It's not outlandish its fact !

I am not here to provide information for others. That is my hard work. How ever know this, it is fact that Elon Musk is personal invested in VLD financially.

It has been confirmed by the founders of the IPO, Elon Musk and by the CEO of VLD.

There is also mention that prior to taking star-Link public, Elon Musk might merge VLD into SpaceX.

There is a master plan in the works with VLD for which many hints have been dropped by the CEO.

Once you have connected the dots, you will see you are witnessing the birth of another Tesla. Amazon, Microsoft in the genesis.

[irondog]

Yeah I know all that and I like the company

and plan on buying more shares. But when you write an outlandish
post like Elon Musk has been buying shares

You need to back it up, that's all.

[XFundManager]

There is too much information and Links to be provided. Best you do your own due diligence and come up with your own conclusions.

I have spent 8 months researching the company and its technology.

Just remember SpaceX would not exist with out VLD. Elon musk wanted to buy them out and the CEO of VLD said no because it would be worth a-lot more.

Then consider the fact the CEO of VLD stated they will achieve 10% of close to a 1 trillion market by 2030. That would put a share price of $2000.00 on the stock by 2030.

https://www.businessinsider.com/elon-musk-plans-1-million-people-to-mars-by-2050-2020-1

Also remover the company is growing at a faster rate than expected during a pandemic, recession, war and inflation. Hitting profitability by 2023 and becoming the largest no support printing company in 2022 in the world.

The company also follows Peter thiel and Elon Musk philosophy of having a moat, and no competition.

Elon Musk head of SpaceX engineering said VLD is 5 years ahead of everyone.

[oregon 1]

Someone is sell large amount of shares now.

[irondog]

Okay that's part of it, but it doesn't say Elon Musk

will purchase 10k machines in 2 1/2 years!
I mean I hope he does...but

[XFundManager]

Link : https://www.inverse.com/innovation/spacex-elon-musk-reveals-how-many-engines-well-need-for-a-mars-city

[irondog]

Do you have a link for this:

Elon Musk said he would need to purchase 10,000 VLD machines in 2025 at a value of 60 billion for SpaceX and his mission to colonize mars.

[XFundManager]

If you do some research you will see not only can it be true but very possible.

VELO 3D is backed by Elon Musk and has a moat like Palantir, Tesla, SpaceX.

No competitors ! and life changing technology.

Elon Musk said he would need to purchase 10,000 VLD machines in 2025 at a value of 60 billion for SpaceX and his mission to colonize mars.

SpaceX is just one customer ! at a 100 billion valuation by 2030 your looking at a $2000 stock.

The CEO said they are the worlds largest non support printer in the world and by 2030 will have 10% of a trillion dollar market in 10 years.

That is over a $2000.00 a stock if you believe the CEO and Elon Musk

[oregon 1]

It would nice if that were true or even possible.

[XFundManager]

Well said 100% possible !

Possible roadmap for VLD doubling every year

2022= 10.00
2023= 20.00
2024= 40.00
2025= 80,00
2026= 160.00
2027= 320.00
2028= 640.00
2029= 1280.00
2030= 2560.00

What are your thoughts?

[20stockman20]

BUY AND HOLD!!!
STOCKMAN

[XFundManager]

Bill McCombe, CFO of Velo3d: So, we’ve estimated the size of the market of high value metal parts at about a 100 Billion dollars. That represents those parts where the cost of fabrication represents 10 X the cost of the L & E value of the metal. So if the fabrication cost is 10 X the actual cost of the physical metal, that defines a high level of complexity. So if you look across industries like energy, aerospace, and so on and so forth, there are a number of different ways you can do it but you come to about a 100 Billion dollar global market value. At this point in time, only 1 or 2% of that 100 Billion dollars, is printed thru 3D printing. The rest of it, the other 98, 99%, is produced by casting and forging and then taking those parts and welding and brazing them together. It’s a very different manufacturing process. The lead times are much longer, they can be 12 to 18 months…whereas the lead time for 3D printing, you know, if you have the printer, it’s 2 days.

[XFundManager]

Someone took advantage of the 9.4% decline in the pps yesterday...and purchased a large number (inordinate quantity for this stock) of $5 call options that expire on November 18th.

2002 contracts were sold, which covers 200,200 shares. At the last price of 50 cents per share (what the buyer paid for each share, 100 shares per contract)...the cost to the buyer or buyers was $100,100 plus brokerage fees.

So....the strike price of those calls is $5.00 and the buyer paid 50 cents a share for the right to buy the stock at $5 a share, until the expiration date of the option contract...November 18th.

If the call contracts are held until expiration, the price per share on November 18th would have to be greater than $5.50, in order for the buyer or buyers to recover the 50 cents a share they paid for the options...and the brokerage fees paid for the trade(s).

Don't know for sure, but IMO, the buyer (I think a large portion ((if not all) of those calls were purchased by a single buyer) is likely someone with positive inside info, as opposed to someone that decided to gamble $100,000 + on a relatively short term (2.5 months) option, given this lousy market.

Note that the release of 3rd Qtr Earnings / Company Update....will take place before the November 18th expiration of those $5 call contracts.

[20stockman20]

Look at the pattern.

[scottyb]

how do you know

[20stockman20]

Everyone , enjoy the weekend, and Labor day.
IMO we will see some great gains next week!

[XFundManager]

VLD secures order for 100s of more machines as SpaceX gets $1.4 billion contract for five more NASA astronaut launches.

SpaceX's partnership with VLD and NASA and just got $1.4 billion sweeter, as the space agency announced Wednesday that it's extending its deal with the company to cover five additional missions.

The contract cements a long future for SpaceX and NASA as they work together to launch astronauts to and from the International Space Station. The newly contracted launches extend their partnership through 2030 and bring the total contract value to nearly $5 billion for 14 fully operational astronaut missions.

SpaceX and NASA first inked a deal in 2014. At the time, it covered six such astronaut launches and was valued at $2.6 billion. A crewed demonstration mission

— which marked the first astronaut launch to take off from US soil since NASA's Space Shuttle program was retired — went off in 2020. And SpaceX has handled routine launches since, with its fifth fully operational mission slated to take off this fall.
This deal also builds on a contract extension NASA gave SpaceX in February for three additional flights of the company's Crew Dragon spacecraft, and the space agency had already signaled in June that intended to sign on for even more.

"In December 2021, NASA announced the extension of the International Space Station to 2030," the space agency wrote in a blog post at the time. "With this extension, there is a need for additional crew rotation missions to sustain a safe and sustainable flight cadence throughout the remainder of the space station's planned operations."

[XFundManager]

Why VLD is the next TESLA !

I frequently look at other growth companies to see if there's any compelling opportunities. Everytime there's something about the stock/business that makes me think, "not as good as velo3d" usually it's competition and valuation. If you believe in velo3d's estimates, it's hard to find an investment with more potential. And when you understand the tech and the story, you realize it isn't even that risky. The risk to reward ratio is unmatched imo.

[XFundManager]

VLD is a long term play that will 200X your money to those that are patent investors.

If you're looking at satisfying your urge for action, get a girlfriend !

Velo3D reports +160% year on year growth in Q2 2022

Full year revenue guidance remains at $89 million, on track to become the largest public metal AM hardware company.

Velo3D, Inc. (NYSE: VLD), a leading additive manufacturing technology company for mission-critical metal parts, continues on its rapid ascent, pulling the metal AM industry and many key adopters along for the ride. As confirmed by financial results for the Velo 3D Q2 2022, sales amounted to $19.6 million, an increase of 60% compared to the first quarter of 2022 and more than 160% year over year.

“Our tremendous success in providing our customers with the industry-leading additive manufacturing solutions they need is reflected in our revenue growth, increasing more than 15 fold since the first quarter of 2021,” said Benny Buller, CEO of Velo3D. “We have accomplished this while the revenue of our peers has been relatively flat over the same period. As a result, given the expected strength of our business in the second half of the year, it is possible that we will be the industry leader in metal additive manufacturing as we exit 2022, quicker than even we anticipated.”

The improvement in revenue for the Velo3D Q2 2022 was primarily driven by a more favorable mix of Sapphire XC system sales resulting in an increase in average selling price. Recurring revenue was in line with forecasts and is expected to increase in the second half of 2022 due to the higher number of systems in the field.

“Demand for our industry-leading Sapphire family of systems remains high as we booked $18 million in new orders during the quarter and exited the quarter with $55 million in total backlog. As a result of this strong demand, we now have significant visibility in achieving our revenue guidance this year as more than 95% of our 2022 revenue forecast is now either recognized, booked or recurring revenue. We also expanded our product leadership during the quarter with the recent launch of our Sapphire XC 1MZ. With part sizes up to 10 cubic feet, we believe this is the world’s largest commercially available metal powder bed fusion production system with initial customer shipments commencing this quarter,” continued Buller.

Velo3D Q2 2022 revenues grow by +160% year on year as full year revenue guidance remains set at $89 million with strong order backlog
VELO3D’s Sapphire XC printer
Gross margin for the quarter was 6% and continues to reflect the impact of launch customer pricing for the company’s Sapphire XC systems shipped during the quarter as well as elevated overhead absorption and bill of materials costs as the company scales its manufacturing operations. While the company’s gross margin for the second quarter was in line with expectations, ongoing supply chain challenges have changed the timing of certain forecasted cost reduction benefits that will impact gross margin in the second half of the year. Bill of material cost savings which were anticipated for the second half of 2022, is now expected to be delayed until the first half of 2023 as the company reduces pre-purchased, higher-cost inventory acquired in the first half of 2022 to offset ongoing component shortages and delivery delays. Additionally, these challenges will impact the delivery schedule of its remaining launch customer systems with certain shipments shifting to the third and fourth quarters resulting in more gross margin impact in those quarters than initially forecasted. The company continues to expect its per unit labor and overhead costs to be in line with its plan due to its manufacturing scale-up. As a result, the company now expects its third-quarter gross margin to be in line with its second-quarter gross margin and fourth-quarter 2022 gross margin to be in the range of 11% to 14%.

“Looking forward, given our first half execution, strong second-quarter bookings, revenue visibility through our backlog and the further scaling of Sapphire XC production, we are very confident in our ability to meet our 2022 revenue guidance of $89 million,” concluded Buller.

Operating expenses for the quarter declined slightly to $27.5 million, primarily as a result of lower general and administrative costs partially offset by higher sales and marketing expenses to fund the company’s global expansion plans. Non-GAAP operating expenses, which excluded stock-based compensation expense of $5.0 million, was $22.5 million.

Net income for the quarter was $128 million and reflected a gain of $154 million on the fair value of warrants and contingent liabilities. Non-GAAP net loss, which excludes the gain on fair value of warrants and contingent earnout liabilities as well as stock-based compensation, was $21.0 million. Adjusted EBITDA for the quarter, excluding the same metrics, was a loss of $19.8 million. For more information regarding the company’s non-GAAP financial measures, see “Non-GAAP Financial Information” below.

The company ended the quarter with a strong balance sheet with $142 million in cash and investments. As a result, the company believes it has the liquidity for ongoing technology investments as well as providing the resources needed to fund its growth plans. The company’s business continues to evolve due to new product introductions and changing customer demand trends, with $18 million in new orders booked in the second quarter and a total backlog of $55 million. More than 95% of the company’s 2022 sales forecast is either recognized, booked or expected recurring revenue. Velo3D is observing significantly higher average selling prices due to increased Sapphire XC product demand which is expected to offset a lower than forecasted unit count. The company expects to continue to see a material shift in mix towards higher recurring purchasing rates from existing customers for 2022 than in the initial model.

Taking all these aspected into account, for the fiscal year 2022, Velo3D is reiterating its previous revenue guidance of $89 million.

[20stockman20]

Not much fun in just hanging on. I have 2 separate accounts. One is a buy and hold, the other I am satisfying my urge for action.

[XFundManager]

Don't try to trade it. Buy as much as you can and hold. It's the next Tesla.

MOAT protected by 48 patents.
100 Billion $ TAM, which is only expanding. (space race, supersonic jets, etc.)

High dollar, low angle (not other 3d printing co. can make them) parts
(100 Billion $ TAM per Bill McCombe, CFO of Velo3d) that are currently produced by casting, forging, brazing, welding, etc. will soon be 3d printed by Velo's Sapphire machines.

No need to purchase many of the sub-assemblies/parts that are used in the casting/forging, brazing/welding process.

No long lead times. (vs the casting/forging/brazing/welding process)

Designing a part that will take multiple iterations before you get it "right"? Those multiple iterations using the casting/forging/brazing/welding process will take you forever.

Labor shortage or hassles dealing with employees...use the Velo 3d Sapphire machine and 3d print those high $, complex parts!
Show More

[XFundManager]

Bill McCombe, CFO of Velo3d:

So, we’ve estimated the size of the market of high value metal parts at about a 100 Billion dollars. That represents those parts where the cost of fabrication represents 10 X the cost of the L & E value of the metal.

So if the fabrication cost is 10 X the actual cost of the physical metal, that defines a high level of complexity. So if you look across industries like energy, aerospace, and so on and so forth, there are a number of different ways you can do it but you come to about a 100 Billion dollar global market value.

At this point in time, only 1 or 2% of that 100 Billion dollars, is printed thru 3D printing. The rest of it, the other 98, 99%, is produced by casting and forging and then taking those parts and welding and brazing them together.

It’s a very different manufacturing process. The lead times are much longer, they can be 12 to 18 months…whereas the lead time for 3D printing, you know, if you have the printer, it’s 2 days.

[XFundManager]

If you hold long term and don't sell you can buy your wife a house instead of a great weekend.

Everything points to this being another Tesla, Amazon, Facebook, Microsoft as you pointed out in a previous post.

Elon Musk backing them and saying SpaceX would require 10,000 VLD machines in 2025 is huge !

My 2030 price target for VLD is $2300/share. Needless to say, I am loading up on stock any chance I get. !!

Why Elon Musk thinks VLD could be the TESLA of 3D printing.

The math:

- $1.1T TAM for Additive Manufacturing in 2030 (Ark Invest's estimate)
- VLD achieves their stated 10% market share goal ($110 Billion)
- Assigning a P/S ratio of 6.5 in 2030 to VLD ($715 Billion market cap)
- Dividing by 311 million shares outstanding includes dilution:

$2300/Share

[XFundManager]

My 2030 price target for VLD is $2300/share. Needless to say, I am loading up on stock any chance I get. !!

Why Elon Musk thinks VLD could be the TESLA of 3D printing.

The math:

- $1.1T TAM for Additive Manufacturing in 2030 (Ark Invest's estimate)
- VLD achieves their stated 10% market share goal ($110 Billion)
- Assigning a P/S ratio of 6.5 in 2030 to VLD ($715 Billion market cap)
- Dividing by 311 million shares outstanding includes dilution:

$2300/Share

[20stockman20]

VLD is good.
Bought x number of shares for $3.88 sold for $4.18 = .30 per share
$$$$ profit. Takig the wife out for a GREAT weekend.
Looking for the next dip to "wash, rinse, and repeat!

[scottyb]

nope

[20stockman20]

Checked out early charts for META (facebook) TESLA and AMAZON just before their run up. then compare them to where VLD is now. Could VLD be the next META (facebook) TESLA or AMAZON?

[20stockman20]

Checked out early charts for META (facebook) TESLA and AMAZON just before their run up. then compare them to where VLD is now. Could VLD be the next META (facebook) TESLA or AMAZON?

[20stockman20]

Bought more @ $3.88 . This could the last chance to buy this low.

[XFundManager]

Hermeus to Build World's Fastest Aircraft with Newly Acquired Velo3D Sapphire Printers

Using Velo3D’s End-to-end Metal Additive Manufacturing Solution, the Hypersonics Aerospace Company Will 3D Print Parts For its Mach 5 Chimera Engine and Quarterhorse Aircraft

ATLANTA, August 30, 2022--(BUSINESS WIRE)--Velo3D, Inc. (NYSE: VLD), a leading metal additive manufacturing technology company for mission-critical parts, today announced Hermeus, a company developing hypersonic aircraft for defense and commercial applications, has acquired an original Sapphire and a large-format Sapphire XC that is designed for high-volume production. The printers, both of which will be calibrated for Inconel 718, will be used to build parts for Hermeus’ Chimera engine and Quarterhorse aircraft.

"Metal additive manufacturing is a core component of our plan to vertically integrate production," said Glenn Case, CTO at Hermeus. "As we explore the capabilities of Velo3D’s additive manufacturing technology, we’ll be looking for ways to increase performance, consolidate components, reduce weight of our aircraft, and minimize external dependencies."

Hermeus was founded in 2018 to radically accelerate air travel with hypersonic aircraft. The company is an up-and-coming superstar in the aviation industry with more than $130 million in funding, including a $100 million Series B and contracts with the U.S. Air Force. It also has strong support from NASA and other U.S. government agencies, as well as funding from aerospace innovators like RTX Ventures, the venture capital group of Raytheon Technologies.

The Chimera engine is a turbine-based combined cycle engine that will power Hermeus’ first aircraft, Quarterhorse, an autonomous aircraft designed to touch high Mach speeds and prove reusability. Quarterhorse’s first flight is planned for 2023.

"Hypersonics is an extremely challenging subset of the aviation industry and at the speeds that Hermeus will achieve, temperature, vibration, and aerodynamics play major factors in the flight of the aircraft," said Benny Buller, Velo3D CEO and Founder. "There are not many teams with the deep experience in hypersonics, aviation, and space flight that Hermeus has, and we’re truly honored to provide Sapphire printers to help them achieve their goals. I have no doubt that they will bring their vision to life and make hypersonic commercial flight a reality."

Velo3D’s metal additive manufacturing technology has seen extensive adoption in the hypersonics and NewSpace industries due to its ability to build the complex, mission-critical parts engineers need without compromising design, quality, or performance. Customers can print existing designs without the need to design the parts for additive manufacturing or obtain specialized training. The company’s solution also helps teams iterate on designs more quickly and greatly simplify supply chains.

[20stockman20]

THX for the link!

[jour_trader]

https://finance.yahoo.com/news/hermeus-build-worlds-fastest-aircraft-130000777.html

[20stockman20]

Don't have a link, it was headlined from DOW JONES.

[local 13]

Logical pairing. Got a link?

[20stockman20]

*DJ Hermeus To Build World's Fastest Aircraft With Newly Acquired Velo3D Sapphire Printers VLD

[irondog]

So post the link to the filing!

[XFundManager]

Elon Musk buying VELO 3D stock !

Recent 13F filing from last month shows Elon Musk has been accumulating VLD stock. Possible take over target prior to taking Star-link public. VLD is essential to the future success of Tesla and SpaceX

This would be his second attempt at trying to buy the company. Cathy wood has price target of $250.0 on VLD by 2025 !

[XFundManager]

Future is amazing for Velo - my engineering firm makes gas turbine parts. We have a couple very complicated parts in production and want to add more. We’re finally getting a prototype done by a vendor with a Sapphire Printer. Demand is so high it’s almost impossible to get time on the machine.

[scottyb]

down tu $3.00?

[XFundManager]

My 2030 price target for VLD is $2300/share. Needless to say, I am loading up on stock any chance I get. !!

Why Elon Musk thinks VLD could be the TESLA of 3D printing.

The math:

- $1.1T TAM for Additive Manufacturing in 2030 (Ark Invest's estimate)
- VLD achieves their stated 10% market share goal ($110 Billion)
- Assigning a P/S ratio of 6.5 in 2030 to VLD ($715 Billion market cap)
- Dividing by 311 million shares outstanding includes dilution:

$2300/Share

[20stockman20]

Waiting for the turnaround monday.

[20stockman20]

Waiting for the turnaround monday.

[XFundManager]

Conspiracy is the correct term as the implication is being made multiple individuals are working together nefariously.

In this case the suggestion has been made that our leaders, Government, Nasa, Elon Musk, NHTSA, Intelligence agencies, US military, FBI etc.. are all working together to supress Electromagnetic radiation related deaths. Why? because it will cause the public to panic and number two because of the economic impact.

Denialism is a better word

Persons and social groups who reject propositions on which there exists a mainstream and scientific consensus engage in denialism when they use rhetorical tactics to give the appearance of argument and legitimate debate, when there is none. It is a process that operates by employing one or more of the following five tactics in order to maintain the appearance of legitimate controversy:

1) Conspiracy theories – Dismissing the data or observation by suggesting opponents are involved in "a conspiracy to suppress the truth"

ex: suggesting Elon Musk is aware space weather is causing tesla cars to spontaneously combust and crash.

2) Cherry picking – Selecting an anomalous critical paper supporting their idea, or using outdated, flawed, and discredited papers in order to make their opponents look as though they base their ideas on weak research.

ex. a link to a case study from China.

3) False experts – Someone who lacks credentials or meaningful experience in the subject. A false expert will advance theories and promote arguments ...This goes hand-in-hand with the marginalization of real experts and researchers.

ex. Dr Belt, John Hutchison and dick van dyke

4) Moving the goalposts – Dismissing evidence presented in response to a specific claim by continually demanding some other (often unfulfillable) piece of evidence (aka Shifting baseline)

ex. not accepting conclusions of experts in their respected fields or the scientific consensus.

5) Other logical fallacies – Usually one or more of false analogy, appeal to consequences, straw man, or red herring.

ex: obfuscate while not being able to provide a real-world documented case.

The fact remains until one can provide " real world documented cases" and not obfuscate these will remain conspiracy theories and have nothing to do with truth.

[20stockman20]

IMO We are seeing a new base. Just loaded up more before the run up

[2ndELDESTone]

Yep Yep Yep UP she goes. People are reloading. Some sold and did some profit taking, but they know this stock is going up in the near and far future. This will be a fun one to watch and acquire. YEP YEP YEEEEP

[scottyb]

no no no

[20stockman20]

up up and away!