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Graphene + 3D Printing stock starts trading today (GGG.V)
Graphene 3D Lab - looks like they'll be FIRST to market with graphene-enhanced filaments for 3D printing
Article:
https://3dprintingstocks.com/best-3d-printing-stock-ggg/
Article on Graphene 3D Lab
This will almost certainly be first to market on a large scale with graphene filaments for 3D printing.
I think it's probably either going to be bought out or on Nasdaq within 2-3 years.
https://3dprintingstocks.com/best-3d-printing-stock-ggg/
And yes, I still like SGLB, ARCW, CIMT, AMAFV, DDD, etc.
But over the next few months, with what Graphene 3D Lab has lined up, I think it's going to be the best performer of the bunch.
Graphene 3D Lab starts trading today- ticker GGG.V
Will start trading in US in 60-90 days.
Adding more SGLB today.
Nice opportunity here with many positive events to come between now and eoy.
I have what for me is a large core position from last year at .03 when I first wrote about this gem (https://3dprintingstocks.com/the-3d-printing-industry-micro-cap-stock-that-investors-should-meet-sigma-labs-sglb/) and haven't touched those shares- they're LONG term.
I also buy more shares when I believe there's some positive events coming down the pike, and as we all know SGLB has them coming.
I have a history that I really can't explain other than calling it luck, of adding shares at opportune times- and I think this is one of those times.
I don't post here often, but enjoy reading the board- some great posters here...and I get emails and occasional phone calls from people asking me if I still like SGLB, and the answer is a strong yes.
I'm on bid now if anyone wants to sell me more.
Gary
I know what I'm talking about where 3DP stocks are concerned, trust me.
Looks like it "BIG MONEY GENERATING" to me.
Earnings are about as good as it gets.
Don't follow this board much- but if you're short, you "might" consider covering now.
Huge numbers from SSYS- all 3DP stocks set to rally today. Futures all green today also- first time in a few weeks.
Looking for DDD to have a big day- with so many shares short, they'll start taking their profits now.
Starting to add here after waiting for Q2 report.
350% revenue growth in this one guys...
https://3dprintingstocks.com/pyrogenesis-pyr-v-titanium-powder-supplier-3d-printing-explosive-growth/
Interesting that PyroGenesis now has contracts (not LOIs) for just over $20 million, with about 60% of that resulting from their contract to deliver 10 systems for production of titanium, powders over the next 18 months. That's more revenue than voxeljet reported for all of last year.
Anybody (besides me) own it still?
You're welcome. I think investors were beginning to think they'd never record those sales- after all it's been a year since they were announced.
We may have seen the lows- time will tell I guess, but I'm patient. I added last week and will continue buying. My gut says this one will rocket one day on the patent case which the defendants can no longer delay.
I spoke with CEO and CFO about the $2 million in revenue from Hamamatsu that hasn't been recorded yet. It will be recorded in next 4 months. Delay was due to PET scanner OEM customers of Hamamatsu that needed to reconfigure scanners to accept the Zecotek LFS crystals.
Also, they're ahead of schedule on development of metal alloys for 3D printing and expect sales will begin by end of year also.
Update on Philips/Saint-Gobain trial. Date has been set and the positive Markman ruling gives Zecotek the upper hand for a potential out of court settlement.
I wrote about it on my web site for those interested in more:
https://3dprintingstocks.com/zecotek-photonics/
Update on Zecotek Photonics- ZMS/ZMSPF
I called Michael Minder, the CFO on Friday and ended up in a conference call with him and CEO Dr. Zerrouk.
I wanted to know when the Hamamatsu $2 million in orders were going to be recorded. After all, it's been a year since they announced them- and for an R&D company that up until now made almost nothing in revenue, it's a lot of money and the delay is why the share price is now at 52 weeks lows...at least in my opinion.
Found out that the bottleneck has been in PET scanner OEMs that Hamamatsu works with- they have to change their scanner configurations to accept and work with Zecotek's LFS crystals. Well apparently that work has been completed and delivery is pending. Dr. Zerrouk told me they will be collecting that $2 million in sales before eoy.
Also- they're ahead of schedule on development of metal alloys for 3D printing and will begin sales soon.
Finally, I think a lot of investors have given up waiting for the lawsuit with Phillips and Saint-Gobain. I did some research and found out that the median time from initial complaint to court date is 2.5 years (according to a PricewaterhouseCoopers report last month), and that there's a direct correlation between an increase in the time it takes to get to trial with an increase in damages awarded (assuming a positive outcome). I couldn't get any information on them re: the lawsuit, other than they are happy the court date has been set (April) and they are very confident about it. Speculation in my part, but I think they may be in talks with Phillips for out of court settlement. Would make sense to play nice and get Philips on board as a customer for their LFS crystals. The positive Markman ruling definitely gives them some strength in negotiation.
I got permission to quote Dr. Zerrouk on the revenue influx in an article I'll get out this morning.
Bottom line is I believe there's a lot of upside in the shares from here- especially with their revenue finally coming in. However, I also believed that earlier this year when shares were 50% higher...so what do I know.
I saw the CIMT article and agree with the author. I own it and even added another 1000 shares on Thursday. They report on the 13th and looking back at their Q1 conf call, indications look good for another solid quarter. They're also going to launch CimatronE 12 in coming weeks, so I think this is a good buy.
But then I've been saying that about this stock since January, and obviously the market hasn't agreed with me so I may not be the best person to ask!
About TTD/TKSTF
I spent 2 days with management and watching the team assembling their DittoPro printers.
Very impressed by Ben Yan, who was just added to management. Ben had retired early but came onto the management team because he is a 3D printing believer and the company is local. They have a very open space- you can walk in off the street and buy one of their machines, just talk to them about 3D printing, and they're starting classed on site in 3D printing in the fall to compliment their online program. So, Ben walks into their offices one day to check them out. After some due diligence, he ended up as their new "channel manager" (sales manager).
Where did Ben retire from?
Hewlett-Packard, where his position was Director of Sales (as in THE Director). He talked a lot about what he calls "the HP way", and how he's implementing a lot of what he did at HP at Tinkerine. He's really a coup for this tiny company to have landed.
You'll meet him in the video interview when Brian Federal (see web site: http://www.3dprintingrevolution.com/media.html ) is done editing- hopefully by the end of next week.
Anyway, to answer your question, YES, I like TTD/TKSTF- just bought more this morning. I think they have a good shot at making it.
Those following ARCW- their fy 2015 is already underway. Prior EPS estimate for fy 2015 was for .58/share when I last wrote about them.
Avg. analyst estimate more recently raised to .65/share in last month.
fy 2014 .51
http://finance.yahoo.com/q/ae?s=ARCW+Analyst+Estimates
(previous estimate for .73/share was prior to stock split)
yes.
I just got back from visiting them in Vancouver Monday and Tuesday and will have video interview out next week or week after.
Will post more later on this one---
I added $ARCW shares yesterday and today.
Looking for very strong fy 2014 earnings from this little gem.
I think Motley Fool writers S. Heller and B. McKenna are generally good, although sometimes a little late to the table on some stocks in the space.
I remember emailing Steve Heller about Kinpo Electronics and their XYZPrinting subsidiary, that it was worth keeping an eye on. His reply was that he didn't write about "penny stocks" (even though Kinpo has a market cap and power to buy DDD and SSYS combined if they wanted to.)
A month later he wrote an extensive article about Kinpo Electronics after seeing them at the 3D printing conference in NYC in March.
I don't think anyone at MF ever wrote about Arcam until it seemed "safe" to do so...but I believe they're interested generating in page views for Motley Fool as well, and writing about completely unknown stocks usually doesn't give you much traffic.
Not to gloat over being right- but I did caution folks to buy after today's earnings.
I have a position, but as I wrote I wanted to wait for this quarter to get out before going "all in".
But with organic growth of just 10% I'm wondering if my "all in" position shouldn't be smaller than I originally planned.
On Saturday I wrote that 3D Systems would report .16/share and trade weak today, and the time to buy would be after they report today.
https://3dprintingstocks.com/3d-systems-q2/
But the revenue miss and organic growth of just 10% is even worse than I thought.
I predicted the $DDD EPS of .16 (exactly) and weakness today.
https://3dprintingstocks.com/3d-systems-q2/
$DDD - How I'm Playing Q2 Earnings
https://3dprintingstocks.com/3d-systems-q2/
I added today to my initial May 6th $DDD buyback and this is why
https://3dprintingstocks.com/3d-systems-ddd/
lol- given recent news out of the area, it's probably not the best thing in the world.
The thing about Zecotek is they have about $2 million in revenue still due to hit the books from Hamamatsu, and then there's the Markman ruling which sets them up for an out of court settlement that could set the stock well above $1/share overnight.
So there's big move potential in it- but who knows when it might all take place? That's why I'm holding and averaged down a little in it.
I like the ZMSPF news.
What most people probably don't realize is the CEO, Dr. Zero ik, has a decade of experience w the Russian Defense Dept. In 3DP of metals (he's now a Canadian Citizen)
I spent some time a few months back talking with him and he knows the industry.
Recent deal w Russia's largest computer company, Aquarius, interesting also
Up 10% in Europe- you nailed it- congrats.
Yep
But if you're looking for a legit 3D printing penny stock, check out TKSTF
Real company with real sales and experienced management
Yep- I haven't been on SGLB board in long time- but I bet "Alan" is going crazy, lol.
He's been saying it's going to .08/share for like 6 months now.
$TKSTF moving now on record volume- up 17%
You won't find a 3D printer manufacturer with actual sales having a lower market cap out there. Lots of room to hit market cap of $41 million, or $1/share in next few weeks as market discovers it.
New 3D printer penny stock TKSTF
I think this one's a double as market discovers it.
Engineering.com article here:
http://www.engineering.com/3DPrinting/3DPrintingArticles/ArticleID/8086/3D-Printer-Manufacturer-Tinkerine-Studios-High-Return-Potential-With-Mitigated-Risk.aspx
Hi guys- great board! Just subscribed. Have one here for the team to look at.
This is a 3D printer manufacturer that just began trading and has a long way up to go as market discover it. Only 41 million shares, so could get mo' pretty easily.
Check out this article on Engineering.com.
Agreed, which is why I'm starting to buy back here.
I don't post when I sell- get too many nasty emails and even phone calls- I once wrote why I sold AMAVF last year, (very near a high point in trading )and never heard the end of it on Yahoo board ...even though I got it right at the time.
Oh well, can't please everyone
Canaccord Maintains Buy On Arcam As Order Book Begins To Reflect Aerospace Ramp
http://www.smarteranalyst.com/2014/07/21/canaccord-maintains-buy-on-arcam-as-order-book-begins-to-reflect-aerospace-ramp/
I'm averaging in over next week or two, could be more downside on numbers?
Starting to buy back ARCM.ST- looking oversold
TKSTF now "stupid cheap" with market cap of $12.5 million.
Tinkerine has real sales, experienced management from MakerBot and Shapeways management levels, and is the only 3D printing company to create an online 3D printing curriculum for educators in "STEM" (science, technology, engineering,mathmatics) education initiatives.
Article on Engineering.com:
http://www.engineering.com/3DPrinting/3DPrintingArticles/ArticleID/8086/3D-Printer-Manufacturer-Tinkerine-Studios-High-Return-Potential-With-Mitigated-Risk.aspx
I'm going to Vancouver next week to interview management (video) and get footage of their warehouse/manufacturing capabilities which I think will surprise people in it's size.
Note- I was compensated for a prior article on this company- but this and any future articles (and I'll have them out there) are uncompensated and written because I believe it's ridiculously undervalued with a market cap of $12.5 million.