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GE 5 years behind Sigma Labs for in-process quality assurance. Needs ORNL and government funding to do what Sigma has already done.
Do DD
Sigma inside
Glta.
https://3dprintingindustry.com/news/ge-additive-and-ornl-to-work-together-on-industrialization-of-additive-manufacturing-163993/
MTC presentation "Beyond Inspection"
MTC presentation for metrology titled "Beyond Inspection"
Sound familiar?
Covering topics on process control.
Covering topics on health monitoring.
Hmmmm.
https://www.linkedin.com/posts/benjamin-dutton-43435823_fom2019-metrology-manufacturing-activity-6590174769788792832-V5uV
Sigma Inside
Do DD
Glta
Sigma Labs continued work on the F35 with Pratt and Whitney
http://newsroom.pw.utc.com/news?item=123313&linkId=74642885
Do DD
Sigma inside
Glta
Master the process with Sigma Labs and Materialise in Belgium
https://www.materialise.com/en/events/software/masterclass-metal-3d-printing?utm_source=linkedin&utm_medium=social&utm_campaign=SOFT-E-Event-Metal3DPMasterclass
Do DD
Sigma Inside
Glta
Additive Industries acquires personnel previously involved with GE additive,. Multiple sales personnel in UK and Europe.
Interesting move for high level sales personnel to leave a substantial company like GE for a startup like Additive Industries.
https://www.additiveindustries.com/news/press-releases
#Growth
Sigma Inside
Do DD
Glta
Farsoon and Siemens collaboration
Sigma Labs affiliated with/or with active contracts with both,
Major players in AM space.
https://www.metal-am.com/farsoon-technologies-and-siemens-china-to-collaborate-on-developing-am-solutions/
Do DD.
Sigma inside.
Glta
Sigma Labs and Honeywell.
See Sigma Labs and Honeywell APU development, DARPA
https://aerospace.honeywell.com/en/press-release-listing/2019/september/honeywell-auxiliary-power-units-make-aviation-history-with-new-production-milestones?utm_source=social&utm_medium=linkedin&utm_campaign=19_apu&utm_content=organic&sf109142517=1
Do DD
Sigma inside
Glta
Standards, ANSI, EASA, FAA, DARPA,
NIST, NASA, NIAR,
Sigma Labs
Oerlikon
https://amfg.ai/2019/09/17/expert-interview-oerlikon-matthew-donovan-principal-engineer-on-3d-printing-for-aerospace/
Do DD
Sigma inside
Glta
Either send test coupons to NIAR for every production run, or prove your process parameters are met with Sigma Labs and PR3D
https://www.additivemanufacturing.media/articles/the-race-to-faster-cheaper-and-better-am-for-aviation
Sigma inside
Do DD
Glta.
Make sure to train employees in customer service!
Hmmm. RS-25... Auxillary Power Units...(APUs)
All previous/current Sigma Projects
Aerojet Rocketdyne
Honeywell
https://www.nasaspaceflight.com/2019/08/sls-engine-section-ready-final-core-mate/
Sigma Robots taking over the world.
https://www.3dprintingmedia.network/eighth-graders-compete-roborave-3d-printed-robot/
Loosen up people, there's more important things in life.
Live it up
Sigma Inside
Do DD
Glta
https://www.additivemanufacturing.media/news/apworks-additive-industries-advance-to-series-production-of-certified-parts
Series production, certified parts
Sigma inside
Do DD
Glta
Just like printing money....just gotta make sure everything is to spec :)
Time to make some money
https://resources.renishaw.com/download.aspx?lang=en&data=106810&btn=1
Do DD
Sigma Inside
Glta
Ben Dutton of MTC speaking at upcoming conference at AM CoE in France September 16
Worked directly with Sigma Labs and PR3D.
MTC involved in UK standards
Do DD
Sigma inside
Glta
https://www.google.com/url?sa=t&source=web&rct=j&url=https://www.nottingham.ac.uk/research/groups/advanced-manufacturing-technology-research-group/documents/manufacturing-metrology-team/qcam-17/mtc-ben.pdf&ved=2ahUKEwjm7fqH-ZfkAhUDVd8KHeljAL4QFjADegQIAxAB&usg=AOvVaw2klapvoHJxqdfqKV-AU3xe
Of course they need sales.
However, you're ignoring the facts of how the company has continuously added value thru completing the
DARPA study
Adding highly skilled personnel
Increasing IP portfolio SIGNIFICANTLY
Solidifying balance sheet
Restructuring the organization of highest level personnel (CEO, CTO, CFO, Lead sales in multiple countries)
All the additional contracts acquired in the last year.
Progress of software
Continued market penetration
Increased exposure to investment community
Just because the market hasn't taken these into consideration and is basing the value of the company off their cash on hand, doesn't mean that value won't be realized.
Especially once they "finally make a sale", you best believe that value will most certainly be realized and we'll trade like every other tech company, with a 5x valuation or much much higher, as tech companies get away with that nowadays.
I get your doom and gloom stance as you haven't seen sales to prove it yet...but that's what DD is for.
Reading thru these studies and seeing the unbiased, objective evidence that shows the technology can save hundreds of thousands of dollars in production runs per machine.
Realizing the value of validating the specs of parts in process as opposed to post process, or simply having both to validate high end parts
Yes, you can say the company has had to just get by so far, but to act like all the steps they've been taking didn't add SIGNIFICANT value to a start up company is just false.
To act like the company is on a downward spiral is just false.
Too much positive action by management,
Too many successful contracts,
Too many successful studies, to say this company is on a downtrend
Sigma continues to add significant value, produce more advanced software, sign additional contracts, catch the attention of the biggest names of the industry.
Sigma inside
Do DD
Glta
He doesn't know....just depends on probability to make it sound like he knows what he's talking about.
All it takes is a 50/50 guess to say if it will go up or down over the course of a day/week/month
Takes a skilled person to do the DD to know the value of a company, and whether it is more likely the value rises or falls.
Those who have done proper DD know the value is far from lower than it's potential, and soon to be realized value.
Even at current prices, we are at a very fair valuation.
When accounting for the probability any of the multi billion dollar companies we currently have contracts with, it is much more probable the company continues to grow significantly over the next 5 years.
That is the difference between DD and guesswork based on random market fluctuations.
Sigma Inside
Do DD
Glta
Everything is solidified.
3rd party multi-year study by DARPA proved the validity of the value of the software.
Multiple OEM deals on table.
Software deal on the table.
End user contracts with some of the biggest names in the AM space.
Buying my shares, and going on vacation...been on vacation most of this summer :)
Going down to New Orleans with money in my pocket and a smile on my face.
Y'all can argue about what John Rice is doing today....I'll be on a beach somewhere with enough shares to retire on.
Sigma Inside
Do DD
Glta
The recent addition of funds via the offering was likely not for additional machines...sigma was basically out of cash at around ~700k.
2.3M solidifies the next year at our current rate, and judging by all the recent contracts, will support the personnel and hardware to complete further testing and additional units of PR3D
Of course they always could purchase a machine for production, but I would be surprised with their understanding in the value of the software versus production parts.
3M in cash at a 5x multiple is 15M valuation.
Nearly 2x where we are now.
Market could easily put us at 1.20 based on that alone in the near term.
Will dwindle as cash does, unless new contracts continue to come in as they have.
Especially with the next phase of RTE for at least one customer in the next 60-120 days...might be announced, might not since it's an ongoing contract.
Very interesting that it's a customer using Multiple OEMs as well.... likely a customer with more than a couple machines...
Exciting times ahead.
Do DD
Sigma inside.
Glta
Sigma just needs this next quarterly to show they raised significant cash from the last offering, another decent chunk from this one, and we've certainly raised enough cash for operations well into 2020.
As the snowball effect continues to gain traction, sigma will have plenty of opportunities to fix this small balance sheet issue and start valuing the company at a much higher valuation, as opposed to them being nearly out of cash.
Continued addition of personnel and contracts will put us back at the valuation we belong, only possible fear right now is due to recent cash not being accounted for, because it's not on the books yet.
10q explanation will show this is no longer the case
Sigma inside
Do DD
Glta
So it begins.
https://www.metal-am.com/avio-aero-begins-am-part-production-for-new-catalyst-engine-in-salento/
See how even a small facility inaugurated in 2018 is expected to start making production runs by end of 2019 with only a handful of machines.
And this is GE and AvioAero, who have capabilities to move as fast as possible.
These operations take YEARS.
The AM industry is in its infancy, yet Sigma Labs is constantly signing contracts with the most significant players is the space.
Do DD
Sigma inside
Glta
Nothing has changed lol.
*Inserts list of endless tier 1 customers, DoD partners and collaborations including NIST CRADA for de Facto industry standard.
It's a fire sale, it was clearly stated in previous 10Qs/Ks that the company needed money...doesn't take much to figure they'd need to raise funds especially with multiple offerings open.
Great timing with AIRBUS news.
Soon to have the most stockholder equity in the history of the company at the lowest price to purchase.
Good time to have some money :)
Buy em up...they won't last long
Sigma Inside
Do DD
Glta
Guys ...offerings like this happen every
single. day.
Companies wait for a nice news piece, then put into effect an offering they've have waiting for weeks, months, or sometimes years.
This is why it's important to do DD and know when a company of interest has a filing just sitting waiting.
Sigma happened to have multiple with the Schwartz one, as well as the one put into effect right after the news.
This is not a mystery or Insider action.
This is a common tactic.
I'm loading up at these prices, and would suspect anyone who like the tech at 1.50, would like it even more at .70
Short term pain young Jedi's
We've been at this price before, with far less assets, far less cash, far less contracts, far less employees, far less patents.....
This is a bargain price for a company with Honeywell, Airbus, Aerojet, Siemens, materialise, Woodward, Solar Turbines, etc....
Do DD
Sigma inside
Glta
Brilliant move to raise funds while the news is out.
Easily going to add 1-2 million to the books and solidify operations for the next 12 months or longer.
Fantastic news!
Amazing management move.
More sigma success.
Soon to be sigma inside
Do DD
Glta
Boom baby.
Airbus
Who's next?
Sigma inside
Do DD
Glta
Boom baby
Read the information about Ansys.
DfAM about the geometry and machinery process control
Sigmas specialty.
https://www.tctmagazine.com/tctblogs/daniel-oconnors-blog/onwards-singapore-additive-manufacturing/
Good thing Sigma already has a solid footprint in Singapore as well as every major market in the world
US
Germany
UK
Sigma inside all over the world
Do DD
Glta
Found Melissa Orme describing Sigma's real time IPQA and closed loop feedback as the future of AM
Yes, if you look hard enough, there's an interview with her specifically stating how advanced an IpQA solution like Sigma Labs is
I believe it may have even been with a Moog representative there as well...but my memory is a little foggy.
I know for sure Moog did an entire presentation on the value of IPQA data and otherwise
Jurassic Park quote...one of the finest films of the era. Truly stands the test of time.
As far as the idea of a PAO and PFO not meaning that profits are imminent or currently being discussed, is not well thought out at all.
Either serious contracts or business partnerships are being discussed, expansion, or plans for any of these events to be occurring very soon.
This is his specialty.
Perhaps a large contract to integrate Sigma Inside.
Perhaps expansion into another country.
Perhaps expansion with the partnership of Materialise or others.
Perhaps expansion into Germany or the UK, or the Netherlands with Additive Industries
So many avenues for Sigma to take.
Such a large market for a startup to have such a strong foothold and technological advantage.
Sigma inside!
Do DD
Glta
CFO, PFO, PAO brought on board....here comes the money boys. . .hold onto your butts
Sigma inside.
Do DD
Glta
Nice to see our expansion in France going well with Spartacus who is moving into full production with many high tier customers (aerospace)
Of course our work with NIAR and the DoD is always nice
http://www.avascent.com/2017/07/drones-on-demand-additive-manufacturing-and-the-future-battlefield/
Only to expand into Germany and UK.
MTC moving forward and expanding into standards
Not to mention our customers Pratt and Whitney
And Singapore distribution nearby investing ~90 million
https://www.metal-am.com/rolls-roycentu-corp-lab-enters-phase-2-to-include-additive-manufacturing-projects/
$$$
Sigma inside
Do DD
Glta
Production facility outfit or software/OEM contract
Who shall it be?
End Users
Pratt and Whitney
Siemens
Woodward
Honeywell
GEA
Baker Hughes/GE oil and gas/turbomachinery
Solar Turbines
Aerojet Rocketdyne
OEMs
Trumpf
Renishaw
SLM
EOS
Software
Materialise
Ansys
Wildcards
Additive Industries sales
Moog
Other OEMs
Morf3d
New customers
Notice in the wording on the latest release on outfitting entire production facilities and working with OEMs to install PR3D on every unit.
Commercialization.
Sigma Inside.
Full scale production.
Do DD
Glta
New paper out.
I'm gunna go with GE as the purchaser of Sigma.
JTDA and further collaboration just like Materialise.
Maybe materialise snags us first then a collab to GE again
https://sigmalabsinc.com/printrite3d/
Go Sigma Inside ;)
Do DD
Glta
Newsweek, wonder in we'll get another contract or a new Confidential Treatment order...at the time, probably between GE, Honeywell, or Boeing, as they were Sigmas main customers back then...
Time will tell ;)
https://www.sec.gov/Archives/edgar/data/788611/999999999715015873/9999999997-15-015873-index.htm
Go Sigma
Do DD
Glta
Yeah...that's why they secured the patents and continue to grow the personnel, who happen to be extremely talented and have a fantastic track record in their respective positions.
The people are smart, they wouldn't involve themselves in something that had no life to it.
These aren't college students, they're professionals with average 10-20 years experience in their respective fields.
It's just an odd sentiment that a majority of those fleeing or bashing or claiming the sky is falling, were just very recently bullish for Sigma...at least enough to hold shares
So many people, seemed to understand the value....
At a time when Sigma Labs had much less in value, cash, personnel, and assets.
Now, when the have very efficiently and frugally acquired so much more value, somehow investors are claiming they have less?
I don't understand how Sigma Labs is a worse investment now, as opposed to a year ago, or longer, when they had so much less.
Can anyone explain how Sigma Labs has supposedly lost value, even though they continue to acquire most personnel, more cash, more contracts, more collaborations, etc..?
Besides the normal and expected fluctuations in cash for a startup...can anyone explain how all these acquisitions that add value, have somehow made sigma worth less to them?
It doesn't make any sense.
It's all in your head.
Follow the DD.
DoD
USAF
MTC
NIST **AMMT** **CRADA**
DARPA
Do DD
Glta
Good day to panic sell...when a microcap drops 3percent
DD is the best cure for the shakes.
Hope you get better :)
Sigma inside
Do DD
Glta
Slgb
For for all those confused about the timing of things, perhaps take a second read-through Dawson James report and forecast of Sigma labs and the additive manufacturing industry.
https://www.google.com/url?sa=t&source=web&rct=j&url=https://dawsonjames.com/wp-content/uploads/2018/09/SGLB-initiation-formal.pdf&ved=2ahUKEwjwzvG5867jAhVHG80KHQtjCPoQFjAAegQIBRAB&usg=AOvVaw3CLGI1pwftB7Tgr_nLPwhx
Sigma inside
Go Sigma
Do DD
Glta
Additive Manufacturing Consortium meeting in a couple weeks.
Current projects for the group include phase II in-process qualification
Do DD
Glta
Sigma Labs working on standardization in US, UK, and Germany.
https://www.google.com/url?sa=t&source=web&rct=j&url=https://www.nrc.gov/docs/ML1815/ML18150A368.pdf&ved=2ahUKEwj-tIXCo6rjAhVBa80KHWzfATIQFjAEegQIBRAB&usg=AOvVaw2GXwsYhO1lf_AN_5Xt3fN0&cshid=1562759361304
Sigma inside!
Do DD
Glta