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Greg Morris, GE Aviation Webinar 7-22-14
Myself and many other Sigma Lab stockholders on IHUB listened to a webinar given by Greg Morris, Additive Strategy & Business Development Leader with GE Aviation. The webinar itself was OK, fairly informative, nothing ground breaking. However, during the Q&A portion, many from IHUB submitted questions, myself included regarding GE and IPQA and where they are at with it. Greg Morris. in answering one of these questions, mentioned they are working with B6 Sigma (same as Sigma Labs) national laboratories (I'm sure he means Los Alamos National Lab, which is a former employer of both Mark Cola and Vivek Dave, among other labs: I think Lawrence Livermore National Lab is also involved), universities and other companies. He also stated something to the effect that there was still some work to be done in this area. So good news that Sigma Labs was the only company they mentioned by name, bad news that there is still work to be done.
For those interested there is a very civil and informative discussion happening on a daily basis over at IHUB regarding Sigma Labs.
Very good question. I like your thinking.
A more accurate analogy is:
You call up the prettiest girl in school to ask her out. She recognizes it is you right away, says hi and utters your name and says I like you a lot, but let's go out as friends first and then see what develops.
Yeah, it's corny I know, but way more accurate.
Do we know how many people submitted a Sigma related question? I did. Mine was rather vague and asked about QA as it relates to critical engine parts. He might not even make the connection that it is really a Sigma Labs question. He might just think, damn, there are a lot of people concerned with QA these days. And since QA is a known major limitation it might not look too bad. I guess we'll know for sure when the transcript is released.
Yeah, you heard correctly. It's good that Sigma was the only company mentioned by name, not so good that there's a way to go.
Jeff, way to go! Greg Morris is talking about Sigma Labs right now.
Will do.
Not what we want to hear, at least not yet.
I just registered for the webinar, since I have some free time on my hands. Yeah, I will keep a look out for it.
You know way more about SGLB than me. I'm trying to get up to speed and make connections. It makes sense that there is a link with Thomson LFW and revenues are hopefully to come.
Nice find. Seeming more and more likely Sigma's IPQA.
FWIW: SGLB #24 on Most Read Boards over last 24 hours
Thanks, and IPQA is also listed on page 10 of the Thompson Presentation. I've seen that "Normal Weld / Off-Normal Weld" graphic before. Not sure if it was from this same presentation or from some other research paper. Actually just found it: Look at last two pages:
http://www.b6sigma.com/uploads/media/2008oct_ipqa_toulouse_by6.pdf
As Jackle mentions this does not confirm the link, but I think it's more likely to be Sigma's IPQA than some generic IPQA.
What your saying makes a lot of sense. Nail things down with the big boys with the big R&D budgets and then when it is ready share with the other companies.
On a separate note, I want Greg Morris to utter at least one of the following terms tomorrow: IPQA, Printrite, or Sigma Labs. A bonus will be a mention of how many EOS printers they have ordered.
Topics include:
1. Broad overview of additive technology
2. Case study examples of how GE is leveraging this technology to create components
I sure hope the fuel nozzle is one of the case studies. Also anyone think they might mention which printers and how many they purchased. According to Wohler's & Associates, GE was going to make the announcement after Farnborough, which ended on Sunday.
Here's a connection between Thompson Friction Welding and Sigma Labs:
From the presentation you posted:
It answers your question. Read the last sentence again. It clearly states that both Printrite3D Inspect & Deform works with lasers, electron beam & arc welding printers.
Here you go:
Don't worry the Chicken Little's out there are taking advantage of a lull and screaming the "the sky is falling." I look at this stock like I'm playing black or red in roulette, roughly a 50 - 50 chance of winning.
I wouldn't say it was debunked. My guess is there might be some backtracking here.
This is from Wohlers & Associates:
My thoughts exactly. I'm guessing many others on this board feel the same way. The risk/reward trade off is moving in the right direction.
My take on what is going on, and it certainly isn't new groundbreaking information:
The recent 18% increase in the PPS over the last two trading days is most likely related to the GE Aviation's good news coming out of the Farnborough International Airshow. It I was a potential investor sitting on the sidelines, but paying relatively close attention to Sigma, this news would make me jump in:
GE and its Joint Ventures Garner More than $36 Billion in Orders/Commitments at 2014 Farnborough Air Show http://online.wsj.com/article/PR-CO-20140717-907556.html
GE Aviation selects Auburn for $50 million 3D printing facility
http://www.oanow.com/news/auburn/article_f6e0a452-0c03-11e4-b703-001a4bcf6878.html
Executive: The Leap Engine Will Be One of General Electric Company's Most Important Products
http://www.fool.com/investing/general/2014/07/14/executive-the-leap-engine-will-be-one-of-general-e.aspx
Something might be brewing at Sigma Labs SGLB, with a 10% increase in the PPS today and all the good news coming out of Farnborough International Airshow. Both GE Aviation and Boeing (Sigma is working with both) are booking big orders and talking about how well their AM programs are going. Nothing concrete regarding Sigma, but tomorrows PPS activity should be interesting.
Thanks for the info. Yeah, I have a small stake in Lomiko, and it's down around 40%, so I just wait and hope it rebounds, but seems like a crap shoot. I have high hopes for Sigma Labs, they seem to be on track, hoping for some good news end of this year, beginning of next. I plan on doing some DD on Graphene 3D Lab, and need to understand the relationship they have with Lomiko a little better.
Thanks for the update. I have a small position in Lomiko Metals, which has a stake in the ownership of Graphene 3d Lab. I have a much bigger position in Sigma Labs and was wondering if you have an new insight into them. Also is the transcript of your presentation from Melbourne available anywhere (would like to learn more about Graphene 3d Lab)? I didn't see it on your website: 3dprintingstocks.com.
Gary, how did Melbourne go? Which stocks did you talk about?
I like the sound of this quote:
"Rengers believes GE Aviation is on the cutting edge of 3D printing data analysis, as terabytes of data are being generated. “In general terms, there are multiple sensors and parameters constantly monitored during the build. This data is captured and analyzed in real-time while other data is stored and analyzed later,” says Rengers."
Pretty sure it is in reference to graphene, and not Liquidmetal.
Yeah, you have to carefully check the date of all links posted here, because numerous posters live in the past.
Totally agree with you and I just added 8400. The reason Sigma is not named IMO is the asterisk at the bottom of the page 46 slide: * "* In development, subject to change"
Let's hope that development goes well.
After a quick look at the website (http://www.farnborough.com/) it looks like the following companies linked to SGLB: GE Aviation and EOS are exhibitors and Boeing and Rolls Royce are involved in presentations.
UKTI Session: US Aerospace Market & Global Supply Chain Opportunities Briefing
Hear from Boeing, GKN Aerospace, Ultra Electronics & others
Time: 12:00 – 12:45
Venue: Cody Room, Media Centre, Hall 1
The USA remains the largest aerospace market in the world and continues to offer good opportunities for competitive suppliers. Selection for suppliers on the Boeing 777x programme continues and opportunities exist with USA 1st tier suppliers. Attend this briefing to gain an overview of the USA Aerospace market and an update on global supply chain opportunities. The panel includes experts from the US and UK. Book your place now!
Rolls Royce has a conference room booked, but I can't find any other details
That's a nice trick. How do you determine the approximate date based on the URL?
I like page 14 of that presentation, and IPQA is mentioned 6 times throughout. Does anyone know what is the date of this publication?
Sigma's 2011 10K talks about companies they are working with. Was wondering if anyone has heard of recent activity with any of the following:
Kuka
ACB
Alcoa
Messier-Bugatti-Dowty
Snecma (SAFRAN) - I know they are collaborating with GE Aviation, through a company called CFM International, which is involved in the LEAP engine, so I guess there is still a connection with Sigma here.
Maybe the iWatch will have some game changing features:
http://appleinsider.com/articles/14/06/26/apples-hire-of-former-atlas-wearables-software-engineer-hints-at-deep-iwatch-activity-tracking-capabilities
And maybe LQMT will be a part of it.
Hopefully you do. I didn't get a response to a recent email I sent to Mark Cola, regarding the EOS printer they acquired.
I like this quote:
“Traditionally, hardware capabilities have driven materials science developments. But we are going through a change now where material developments will start to lead hardware developments … In the intermediate to long term, it should not be surprising to see AM companies getting into materials science in a pervasive symbiotic relationship—the marriage of technical science with materials science.”
I wonder if Vivek Dave knows anything about materials science with his background:
Education:
Massachusetts Institute of Technology
Ph.D. Materials Engineering, Minor in Mathematics
MS Materials Engineering
California Institute of Technology
BS with Honor, Engineering and Applied Science
I also like this quote also:
"Quality consistency issues, especially in producing fully dense metal parts, result from excess heat that leads to stress and voids, particularly on layer boundaries. Repeatability can be improved by embedding controls within the machines so that in-situ dimensional accuracy is ensured, as well as by subsequently conducting automated inspections. According to one expert we interviewed: “Currently, the strength in the plane of layers is not uniform. Those are issues to be dealt with. In principle, you can deal with those quite well because you have access to each layer and the entire geometry. You can see every layer being laid down. I see these [issues] as temporary hiccups to getting good-quality parts, because you can, in principle, do a 100 percent computerized inspection in a completely automated process.”
And GE purchasing 100 EOS printers is awesome news. We know GE has at least 35 of them now, right?
Too many similar acronyms and names of products between companies. Glad Sigma is trademarking and registering theirs.
Whoops, you're right. I'm so busy trying to connect dots, that I'm connecting ones that don't even exist.
Old article (Feb 2011), but interesting none the less. Shows early connection with Sigma Labs & Materialise.
http://i.materialise.com/blog/entry/titanium-3d-printing-to-be-used-on-the-joint-strike-fighter