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Everyone , enjoy the weekend, and Labor day.
IMO we will see some great gains next week!
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.
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!
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?
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?
Bought more @ $3.88 . This could the last chance to buy this low.
THX for the link!
Don't have a link, it was headlined from DOW JONES.
*DJ Hermeus To Build World's Fastest Aircraft With Newly Acquired Velo3D Sapphire Printers VLD
Waiting for the turnaround monday.
Waiting for the turnaround monday.
IMO We are seeing a new base. Just loaded up more before the run up
Cpuld be from the X FILES
Everyone wins
Goos for TSLA
Good for VLD
up up and away!
I'M doing the same thing.
$VLD on the move ^
Hang in there!
Great article
I copied it for easy reading
Velo3D – A 3D Printing Evolutionary Backed by SpaceX
by Arjun BhattacharyaPosted onAugust 20, 2022
This will not be my regular detailed stock review, but rather a basic fundamental thought. Further review and analysis are left for the reader to pursue. Please read our disclaimer before proceeding. Since you didn’t read the disclaimer, basically what it mentions is that I am not responsible for what you do with the information in this post.
That said, I was reading up on Boom Supersonic after its deal with American Airlines to make supersonic air travel mainstream by 2029. In the process of discovery, I stumbled upon an interesting vendor of Boom, Velo3D.
Velo3D is an award-winning metal additive manufacturing (AM) solution provider. The company was founded in 2014 and its headquarters are located in Campbell, CA, USA.
Since Velo3D (NYSE: VLD) is listed, it garnered even more of my attention. My first reaction was revulsion since VLD is another company that used the SPAC route to go public. But my curiosity won over my initial inhibitions.
Why? Because Elon Musk wanted to buy the company.
Hold on Tesla fans, before you get hyperexcited, this is a tiny weeny micro-cap company with an overinflated $900 million market cap and has only $142 million cash on the books. It is burning about $37 million in cash every quarter. Recession hits, bye-bye, as there will be no more free money.
Hey, I have to tamp down the euphoria before getting to the good part.
But then there is Elon Musk backing the company and it is not as if there are no revenues. The company maintained its revenue guidance for FY2022 of $89 million. It booked $18 million in new orders and has a backlog of $55 million.
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. 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.
BENNY BULLER, CEO OF VELO3D
Before I get to the Musk and SpaceX part of it, what does Velo3D do and how is it different from any other 3D printing company?
In additive manufacturing (AM), support structures are needed to restrain the part from moving and to allow the heat to transfer evenly, but they are usually rather inconvenient and limit the design freedom. Velo3D is able to print at zero degrees (horizontal) to eliminate support structures and 3D print parts that were impossible until recently. It can also print large diameters and inner tubes up to 100mm without the need for supports.
Overall, Velo3D possesses numerous AM systems, with the objective to optimize processes addressing critical customer challenges. It designs and prints dozens of parts previously considered impossible to make, thus, unlocking new applications for its clients.
Blah, Blah!!! Right? Simplistically put, Velo3D makes 3D printing machines targeted at mission-critical industries that it either sells or leases to customers. Some customers even pay them based on usage rather than making an outright purchase or taking out a lease.
But is it a breakthrough technology?
The problem with traditional AM solutions is that you often can’t produce the required designs – you have to redesign the part so that the printer can make it. But even worse, you have performance degradation over time. So you would have to add metal supports to the AM part to avoid breakage.
Velo3D offers support-free AM. You can reproduce legacy parts without the need for redesign, and they won’t fall apart. Velo3D’s machines create parts from nickel, titanium, aluminum, and copper. But the real breakthrough is that no supports are needed.
The company’s first device, the Sapphire, is the basic printer. But what will really drive sales is the next-generation device, the Sapphire XC. The Sapphire XC is a larger machine designed to scale the mass production of parts. You can produce five times as many parts as the original Sapphire, at a much cheaper price point.
Velo3D is at least five years ahead of any competition.
SPACEX
Ahh!!! There you have it SpaceX. Wanna go to Mars? Can’t do it without Velo3D.
SpaceX once tried to acquire Velo3D. CEO of Velo3D, Benny Buller, rebuffed the overture. So what did Elon Musk do? SpaceX became a strategic investor.
SpaceX uses Velo3D’s Sapphire machines to create parts for its Raptor engines. SpaceX started off buying one Sapphire printer in 2018, making it Velo3D’s first customer. That initial order rapidly increased to 22 orders by 2021. SpaceX even paid for future versions of the device that didn’t exist at the time of the contract. So when Velo3D’s next-generation printer, the Sapphire XC, first hit the market, SpaceX got them all.
That unit costs about $250,000. The specifics of the SpaceX contract are unknown, but SpaceX definitely got the units at a discounted rate.
The pricing point for the launch customer was significantly lower, as they bought the system before there was a system.
BENNY BULLER – CEO, VELO3D
So is Velo3D riding on the coattails of SpaceX or does it have other customers? Sure they do. Proves that they are not a one-trick pony. Here is the ever-growing list other than SpaceX:
Honeywell
ConocoPhillips
Mitsubishi
Schlumberger
Siemens
Lockheed Martin
Raytheon
Kratos
Lam Research
Jabil
Honda
Awesome company, awesome technology, awesome backing, and awesome customers. So, will I invest? The short answer is, no.
I would wait for the impending carnage in the stock markets to play its way through and the thrashing economy to show a semblance of sanity and recovery before touching VLD. If VLD survives the next few years, I would surely add it as a small part of my portfolio. No point in being a hero by being too early to the game.
For those of you who would like a deeper dive into Velo3D’s offerings and technology, you may read up more here.
A note, rather a plea, to Tesla fans, please don’t make it a meme stock.
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PPI in Germany Goes Kaboom in July 2022
This could your last time to get in under $4.50
New to board, Jumped in with both feet.
How low can it go?
IMO the pressure is building for $VLD
Remember MOUNT ST. HELENS, the pressure built until it blew it's top.
How soon before VLD exploders?
Interesting math. Lets say that all those predictions are not right, and only half come to fruition we are still looking at $1150 a share.
Not bad!
Is this a good time to buy more $VLD?
Thank you.
Velo3D (VLD) - A potential sympathy play following news American Air (AAL) signed an agreement to buy Overture aircrafts from Boom Supersonic. Velo3D is a manufacturing partner for Boom. Shares of Velo3D have been known to move on news related to Boom Supersonic.
Are you setup to get private messages?
Being a Manufacturing Engineer (Retired) I never looked at a glass as being half-empty or half-full, I wanted the glas to be just the right size for my purposes. That being said. Having the technology that VLD offers would have made my life easier. I can still tap into their game changing technology (and profit from it) by loading-up on VLD.
STOCKMAN
Checked out ARK.COM THX for the lead.
Not to worry about near term, this is a long term position.
XFundManager
Wednesday, August 10, 2022 9:34:49 AM
THX for your post. my friend.
Stockman.
In for the long run.
Look back where
Facebook
Tesla
Amazon
etc
was at in the begging of their run up
out the pattern look familiar?
Velo3D (NYSE:VLD) is likely to report quarterly loss at $0.12 per share on revenue of $17.88 million.
Looking fo buy more on this dip, and ride the wave.
Riding the wave!
Looks good! Any more projections out there?
IMO next week $4.00-4.50
$VLD up $TSLA down, interesting.
THX for the link
looking for $VLD to be $10+ by the end of the year.