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Tinkerine Studios now trading in U.S. (TKSTF)
https://3dprintingstocks.com/tinkerine-studios-us-trading/
I'll be meeting with management next week and will have full article to follow.
Very promising company IMO.
Hey guys- My vacation starts tomorrow so probably won't be posting next week.
Good luck and "don't take any wooden nickels" as my Grandmother used to say!
I'll probably contact him in next month or so for a follow up interview if he's available.
ARCW- there is a decent short position according to Yahoo (but have no idea how accurate their numbers are).
3DPrintingIndustry.com asked if they could publish the "Visit to 3D Materials Technology" article I wrote (I said yes of course), so when it get out today or Monday could cause a bit of a squeeze maybe.
Only 3 million float and about 1/2 million short (if Yahoo is accurate).
Stock only trades 50K or so daily, shares/day- so could cause shorts to cover if there's really 400,000+ shares short?
Lockheed Martin- "Additive Manufacturing and a New Revolution in Design Engineering"
Good read and video:
http://www.lockheedmartin.com/us/news/features/2014/additive-manufacturing.html
Heard a rumor from someone well placed in the industry that DDD is going to buy Materialise.
Makes sense for DDD I think, but still- only a rumor.
It's hard not to love this stock!
Now I just need my DDD to follow. Been buying in the $48-$52 range, we'll see.
I've been watching for Materialise IPO news. They've secured a ticker now (MTLS) and will be on Nasdaq. No pricing yet.
Agree completely.
For DDD to tank on news that's very material to their future growth on a day when the markets are up is pure manipulation.
Shorts really working DDD hard.
Best thing 3DS could do is buy a service provider like ARC Group (ARCW) or an EPS positive company like Arcam to ramp the bottom line.
Unfortunately Arcam is probably out of DDD's reach financially.
Talk of DDD acquiring a service provider- I'd love to see them buy ARCW...I visited them this week- pretty amazing place. Lots of robotics and 3D printers, plus a very profitable metal injection molding business ripe to transfer to 3DP services in many instances.
Company is a true gem in the space with 100% net income growth in mrq, a P/S ratio of 2.4 and forward PE of 20. Expected to report .50/share this year and .58/share in fy 2015 (which begins June 30).
https://3dprintingstocks.com/3d-material-technologies/
I wasn't planning on buying more SGLB after the Q1 which had less revenue reported than I expected (a lot less). I sold my trading shares the second I saw the report (still have large core position).
I did start adding a few shares yesterday, even though I wasn't planning on it- price just got too low IMO.
My guess is a lot more of that revenue I expected inn Q1 will come in Q2 and Q3 now.
We'll see-
Might be time for SGLB to reverse - it did get pretty obersold
Significant news...Partnership with Konica Minolta- major sales channel expansion.
http://finance.yahoo.com/news/3d-systems-konica-minolta-business-130000004.html
3D Systems (DDD) pretty big news IMO...
Lands Konica Minolta as distributor.
http://finance.yahoo.com/news/3d-systems-konica-minolta-business-130000004.html
What impressed me the most I think was the amount of robotics in use at the MIMM operations.
Robots everywhere: http://vimeo.com/95515504
No wonder they're growing bottom line so fast. Some of these bots work 24/7 with a few hours of downtime/week for fine tuning, maintenance, etc.
Do the videos show up and play on your computer?
I used Viemo embedded links to them and wondering if they work on other systems ok since I've never used that format before.
Thanks
Agreed. I sold some trading shares with the Q1, which didn't show the revenue I expected.
I have a good sized core position that's already long term capital gains, but started to buy back shares yesterday.
Not confirmed yet, but I think Mark Cola will also be a speaker at the October 3D Printing Conference in California in October.
I had a great visit at ARCW headquarters here in Florida today.
I was given the full tour by the general manager of 3DMT, Ashley Nichols- a materials engineering guy, and was also surprised to learn that they have several metallurgists on staff to develop new/improved metal powders for 3D printing- something I didn't know before.
Quick impressions---
facility is very modern, very bright, and very big. The Florida HQ has about 44,000 sq. feet, (about an acre) of production space between their MIM and 3D printing divisions.
Colorado is larger at 100,000 sq. feet, and Hungary facility is 70,000 sq. feet. They haven't started actual 3D printing in Hungary yet, but will be soon.
There was a lot of robotics in use in the injection molding production area- I probably saw as many robots as people working.
But the new 3D printing space was awesome. They have an emphasis on 3D printing metal components and (in addition to other brands/models) they have two Concept Laser (Germany) X line 1000R printers- and they're massive...biggest printers I've ever seen. They also have several 3D Systems ProX 300 and 250 printers. The ProX 300 can print down to 15 micron power size- smallest in the industry. They don't have an Arcam printer "yet".
They were busy printing some components for an aerospace customer while I was there. I couldn't take photos of that particular printer or the area immediately around it. In fact, there were several areas (and some printed components) I couldn't take photos of due to customer NDAs. But I did get some good pics and video of the Comcept Laser in action that I'll put in the article.
Early 3D printing customer base is split about 1/3 each between aerospace, automotive, and medical industries.
Their HQ exceeded my expectations in size/scope of their 3D printing and MIM operations.
Morgan Stanley is...
Re: "nobody is playing this"
Yes, absolutely
Going to ARCW HQ Monday for video footage of some of their printers in action.
Had a nice chat with general manager of their 3D printing and will be including some Q&A in with Jason Young (CEO).
SGLB Q2 should be on/about August 15
yea, more unknown than anything I think.
I have a small position from .90 that I've held for the heck of it.
yep, very nice.
To be honest, I wasn't impressed by SGLB's Q1 earnings and lightened up on the stock when they reported.
I still own it & still like it long term,(I've been a shareholder for over a year now), but want to see more revenue before buying more.
Q1 was a (big) negative surprise for me and I want to see the increases in revenue that they should be reporting in coming quarters- I'm personally not in a rush to buy more here...although that could change if they have a solid pr announcing more definitive revenue and not the vague "this contract could generate up to XYZ amount of dollars" that they've put out this year.
Just my opinion.
I had a great conversation with two of the principal investors in the Grahane 3D Lab RTO. I think that's going to be one helluva interesting RTO stock when it begins trading- probably in June.
Thanks- trying to set up my road trip to ARCW HQ next week.
Will get video of their 3D printer lineup and some Q&A in with the CEO.
Seems very few know about ARCW as a service bureau and yet the company is one of the largest in the U.S with their printer lineup right now.
Really looking forward to meeting Jason Young (CEO)... we've spoken a few times over the phone and he's very bullish about their entry into 3D printing and about the benefits of 3D printing vs. injection molding technology.
Agree with your take on DDD. I'd add that SSYS is facing a price war at consumer level. It is very competitive and Asian players like giant Kinpo Electronics are going to create headaches in the MakerBot level of printers.
See xyzprinting.com and their daVinci printers line on Amazon.
"3 Reasons why 3D Systems is a BUY here"
https://3dprintingstocks.com/3d-systems-buy/
That's right. The comparison isn't fair.
None of them have 70% organic growth like AMAVF.
re: "You can't compare Nissan, Nestle, Nintendo, Volkswagen To this company."
Hard to say.
All I know that I believe ARCW is undervalued here. If someone's shorting heavily at this level it would surprise me...but God knows I've been surprised before.
Well...I wasn't watching the ARCW action today to be honest. Was in car shop most of day with my "new" toy I bought last week- a 1966 Mustang convertible. 289 CI, 4 carb and the Ford "Cruise-O-Matic" transmission, lol. It's not a trailer queen, but would probably do well in local car shows. Very good to excellent body/paint- an older restoration in the 1980s that's been kept up very well.
So didn't see the ticks- it's always hard for me to know for sure if a stock is being shorted by watching the trading anyway.
My feeling on ARCW is that shorts who were playing the split would have entered just before or after it. It wouldn't make a lot of sense to short it now following a 30% split-adjusted drop- but that's just my opinion.
I was buying more DDD today while in the garage though- I think a 12% drop on less than 6% dilution is a little overdone- but again, JMO. I started buying back DDD about 3 weeks ago- mostly because I think the Project Ara they're doing with Google is going to lead them to 3D printing (on large scale) of other electronic components as a service.
Added $50.08
Market overreaction plus profit taking from last two weeks. Just added at 51.00
It's a sign that DDD requires acquisitions to continue high growth. That's OK, but not ideal
Will add more DDD under $50 today
Agree ARCW is nice buy here- especially with cash acquisition of ATC last month. ATC generated over 17 million in rev last year. ARCW got them for 24 million cash/ no dilution. The post- split weakness should be over soon. $18 + in a few months IMO
Was just going to post the same.
Can't imagine being short the fastest organically growing 3D printing stock that's one of two that are EPS positive for ttm and where CEO has stated they expect orders of scale to be announced soon.
Due to smaller float, it's just too risky
ARCW article
Not a very "catchy" title, but pretty tells much what's been going on with the stock IMO:
https://3dprintingstocks.com/best-3d-printing-stock-arcw/
This is why I'm overweight AMAVF. Their organic revenue growth has been the fastest in 3D printing stocks.
As most folks know, DDD in particular has been using acquisitions to boost growth- acquisitions which require secondary offerings like this one.
By contrast, ARCW's acquisition of Advance Tooling Concepts last month was all cash ($24 million) and ATC generated over $17 million in revenues last year, so not a bad deal for ARCW IMO.