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Proto Labs seems to have gotten to the high end of it's expected over valuations the street puts on these type stocks, so I have sold and wait for some type of correction.
Onvo did what they set out to do and persuade a major exchange to take them in, was a short lived pop. With the promise they have going forward but with no earnings they will do good in a rising stock market but correct heavily in a down market.
Gasfrac is the only one I feel comfortably holding through a market correction. They have great promise going forward and still trades at less than 1 x revenues. I would hold until they get to a valuation equal to the 3D stocks trading at 10 to 13 x revenues.
ONVO has just been listed on NY exchange causing a run up from the $4 range to over $6, may rest a while here, this is surely a well followed stock now.
Protolabs had been issued a $65 target and quickly reached that and is holding a little below that now.
Gasfrac will report sometime at beginning of Aug, should be better #'s for the 2nd Q, will have to see, the stock won't move much until they show more customers.
Valuations, these companies will mostly have high valuations by the markets as they are all doing things that does not have much competition or none at all. All are take over candidates, any corrections is a good buying point. ONVO has established a good base here. Proto labs is staying close to highs. Gasfrac is finally getting more awareness from the public and markets as to their potential and is started to climb back to higher value as they were very much undervalued in my opinion.
Gasfrac is looking better, has reached the 200 day line
Gasfrac came out with low 1'st Q #'s due to main customer's holding off work, but rev in so far 1'st week of May have gone past 2012 2'nd Q rev and forecast this to be their turnaround Q. They are getting more interest in new customers and old customers are lining up steady work the rest of year. New NGL Technology is taking hold getting more customers to want a 2 to 3 well trial with them. Stock had traded down a bit but traded up for the day.
Proto Labs update, looks like with this buy 3D is now a competitor
Earlier this week on May 1, 3D Systems Corporation (DDD) announced that it had acquired and will immediately integrate San Diego-based Rapid Product Development Group, Inc. ("RPDG").
RPDG is described in the press release as a provider of "on-demand additive and traditional manufacturing services" and services a global customer base in the automotive, computer, consumer appliance, medical device, and industrial equipment industry.
The term "additive" refers to 3D printing services, and by "traditional" they are referring to the use of older technologies such as CNC machining, injection molding, die casting, etc. The company offers a Rapid Quote service that allows customers to upload CAD files, configure a project, and instantly receive a quote; as shown in this brief video and the screen shots below, place an order, and have their parts and prototypes quickly produced and delivered.
This will sound very familiar to followers of Proto Labs, Inc. (PRLB) as it is essentially the same business, with the notable exception that Proto Labs only provides the older traditional services and not additive 3D printing capabilities.
Just a few updates on Gasfrac,
may 1 Raymond James changed to outperform from market perform,
At this time Gasfrac is the only Company in the
world capable of pumping High Reid Vapour Pressure Hydrocarbons (Propane, Butane,Pentane,(NGL's).
Future use of Butanes and Pentanes mix will greatly reduce the net
cost of NGL fracs.
Terrace Finalizes Transaction For South Texas Oil & Gas Property Vancouver, BC April 29, 2013 Terrace Energy Corp since the standing agreement signed last Feb with BlackBrush.
They were scheduled to frac their first well with Gasfrac last month
ONVO has seen heavy volume with a nice gain in the last 2 days
ONVO is written about today concerning it's future listing prospects with Nasdaq,
Organovo also stands alone in a niche market as it is the only company in its industry developing a three-dimensional printing apparatus for the printing of human tissues, known as the NovoGen MMX Bioprinter that was developed to meet challenges in biologic research. The platform takes primary or other human cells and shapes them into 3D tissue, with tremendous cellular viability and biology which can be viewed as a superior analysis alternative to animal testing models (for a more in depth analysis please see company website). The MMX Bioprinter has already demonstrated the ability to create human blood vessel constructs, effectively creating human tissue capillary structures. This showcases the company's potential to broaden the scope and scale of 3D tissues that can be generated, and facilitates the development of disease models in such areas as cardiovascular disease, fibrosis and oncology. In addition to being the only player in the market segment, Organovo has successfully secured collaborations and research agreements with Pfizer (PFE), United Therapeutics (UTHR) and Autodesk (ADSK) from which they derive revenue and valuable insight and analysis into developing their technology.
As I previously stated, uplisiting to a national exchange like the NYSE-MKT or NASDAQ-CM generates advantages in broader visibility, increased liquidity and accessibility to the deep pockets of institutional investment firms and retail brokers.
Of particular importance, participation will widen as the listing will open trading to a sizeable proportion of investors who are unable to, or avoid over-the-counter investment(s). As both these companies inch towards the final steps of completing the process to uplist, retail investors seeking exposure to the niche markets that only InVivo and Organovo offer still have a chance to invest before the monetary benefits of the uplisting come to full fruition when institutional money and greater visibility will factor into the price.
Proto Labs at first appears to be a new company with a new idea and may very well be, this is all about information and getting the correct and as true as possible info to make investment choices so look at the other side of the coin on Proto Labs,
http://seekingalpha.com/article/1348521-proto-labs-a-3-d-horror-show-not-worth-the-price-of-admission?source=yahoo
Gasfrac and Black Brush has on the last couple of fracs has instead of using LPG, are going with NGL and with better results. The following is from the last page of the pdf file from the recent presentation Black Brush gave at Pittsburgh.
>Conclusion
Use of NGL fracs has greatly increased reserve recovery for oil
formations.
Future use of Butanes and Pentanes mix will greatly reduce the net
cost of NGL fracs.
Continued added infrastructure will reduce costs of NGL fracs.
NGL fracs should make many of the normal pressure oil windows in
shale plays viable.
NGL fracs eliminate the problems associated with water fracs.
BlackBrush plans to continue to utilize GasFrac in current areas and
expand the technology in other formations<
One more is Proto Labs, I'll just post this article about them , it explains it all,
Proto Labs (PRLB) shareholders capped last year with plenty to celebrate.
The quick-turn manufacturer's stock price has tripled since it went public Feb. 24, 2012.
It was 2012's second-best IPO performer, tied with Guidewire Software (GWRE), says Cindy Profaca, managing director of IPOFinancial.com. As of the March 15 close, Proto Labs' stock was up 192% since it came out of the gate. Proto Labs is an online, tech-enabled manufacturer of custom parts for prototyping and short-run production. It provides customers with real parts made of various plastics and metals real fast to product developers, who are under increasing pressure to bring their finished goods to market faster than rivals. It uses computer numerical control, or CNC, machining and injection molding to manufacture custom parts. A CNC machine is a computer-controlled milling machine. It carves the desired part out of plastic or metal.
Proto Labs' value proposition is all about speed. It's the world's fastest producer of injection molded or CNC machined parts, Chief Executive Brad Cleveland told IBD.
The company's secret sauce lies in its proprietary software. Its Web-based interface and software automate many of the manual and time-consuming processes typically required to obtain custom CNC machined or injection molded parts from conventional suppliers. Customers upload a 3D computer-aided design (CAD) file of their required part through its website, and often within minutes its software analyzes the manufacturing potential of the product and, if it's able to make the part, returns a firm price quote with any recommendations for design modifications.
Once a customer places an order, Proto Labs' software automates processes such as mold design, which normally require skilled labor. As a result, it can quote orders in minutes. And it can ship parts in as little as one business day for a premium price.
"Proto Labs created a new service that's unprecedented," said William Blair & Co. analyst Brian Drab. "They have developed a system that has seamlessly integrated a collection of proprietary software applications with a manufacturing operation that's highly tuned for quick-turn manufacturing."
Proto Labs has developed a process where it can make injection molded parts overnight, says Drab, and at a 60%-plus gross margin. He says it can take its competitors, the traditional injection molding shops, three months to make the same parts and it costs them more to do it.
Proto Labs boasts a business model and a track record that have made heads turn on Wall Street.
Another one of a kind is Organovo. they came public last year, under $2 quickly went to $10 and just as quickly went back to under $2 but has been back to $6 and in between since. This is the typical start up bio research company in that revenues are not much, just over $1mil in 2012 but they have enough cash to last through 2013 and still have some warrants to fall back on before they have to raise more by other dilutive means Here is what they do and what makes them one of a kind.
Organovo is a three-dimensional biology company focused on delivering breakthrough bioprinting technology and creating tissue on demand for research and medical applications.
The company's NovoGen three-dimensional bioprinting technology is a platform that works across all tissue and cell types.
Organovo's NovoGen MMX Bioprinter was selected as one of the "Best Inventions of 2010" by TIME Magazine.
Organovo is helping pharmaceutical partners develop human biological disease models in three dimensions that enable therapeutic drug discovery and development.
Organovo's bioprinting technology can also be developed to create surgical tissues direct therapy.
Organovo leads the way in solving complex medical research problems and building the future of medicine.
12/18/2012
Organovo Partners With Autodesk Research to Develop 3D Bioprinting Software
01/30/2013
Organovo and OHSU Knight Cancer Institute Announce Collaboration in Cancer Research
Feb 20, 2013 Organovo Partners With ZenBio to Create 3D Tissue Models
I have 3 companies that I follow that I consider to be one of a kind in what the do, one is Gasfrac and I will paste a short description from their site,I feel it is only a matter of time before the industry begins to use this process more.
>GASFRAC Energy Services Inc’s. proprietary LPG (Liquefied Petroleum Gas) Fracturing Process utilizes gelled LPG in place of conventional fracturing fluids. The unique properties of the LPG fracturing process result in significant savings on material expenses and fracture clean up, as well as increased well productivity.
The gelled LPG used in the fracturing process has the ability to both generate the necessary fracture system, carry the proppant through the wellbore and place into the oil and gas reservoir being stimulated.
The LPG used in the process is highly soluble in formation hydrocarbons. As a result, the LPG process results in less damage to formations than conventional hydraulic fracturing. And unlike conventional treatments where as much as 50% of the carrier remains in the reservoir and hinders well performance, virtually 100% of the LPG can be recovered.
Oil and gas producers use fracturing to increase the conductivity of an oil or gas zone within a reservoir to improve production and recovery of hydrocarbons.
The most common reservoir stimulation is hydraulic fracturing, whereby viscous fluid with suspended proppant (grains of quartz sand or ceramic material) is pumped through the wellbore and into the reservoir zone that is being stimulated. Proppant and fracturing fluid are mixed in a blender and then pumped into a well that penetrates an oil or gas bearing formation. As high pressure is applied to the well, the formation fractures and proppant carried by the fracturing fluid flows into the fracture. The deposited proppant holds the fracture open after pressure is relaxed and production is resumed.
Each fracture treatment is individually designed to take account of the specific temperatures, pressures, formation permeability, and reservoir fluids expected in the producing zone in which fracturing will be performed. The fracturing fluid must have a sufficient viscosity to carry the proppant into the fracture, should minimize formation damage and must be safe to use. A fracturing fluid that remains in the formation after fracturing is not desirable since it may block pores and reduce well production.<
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