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3D Systems Announces Public Offering of Common Stock in ah
http://ih.advfn.com/p.php?pid=nmona&article=62351512
I wish I could give you some more concrete numbers porsche2006-
But I think $15-$16 is possible in the next 4-8 weeks and new all time highs by October when they report their full fiscal year with accretive revenue/earnings from Advance Tooling Concepts.
I don't think many stocks in this space have true potential to see new all-time highs by eoy, but I think ARCW will if the 3D space continues to recover, and especially if the Materialise IPO is successful.
I'm also pretty heavily into DDD now. Their work with Google on Project Ara looks like it's got big potential and management has indicated they see stronger results in the second half of the year.
All JMHO.
Can't wait for a pr of multiple Q20 machine sales- it's coming according to management
you're welcome- nice to see the sector trading up strong again today!
AMAVF- because it's one of only 2 pure play OEMs that's EPS + for the ttm period, and AMAVF leads all OEMs in organic growth.
That said, I like ARCW because of their entry into 3D printing services and their net income for ttm period- which is higher than Materialise reported. I'm betting that the Materialise IPO will bring more attention to 3D printing service providers- which should help ARCW.
I'll be going to the ARCW headquarters (I live about 90 minutes away) to get some video of their 3D printers and an interview with the CEO, Jason Young in the near future.
Here's a split-adjusted chart of ARCW
Split was on 5/2.
http://bigcharts.marketwatch.com/advchart/frames/frames.asp?show=&insttype=Stock&symb=ARCW&x=44&y=17&time=6&startdate=1%2F4%2F1999&enddate=5%2F21%2F2014&freq=1&compidx=aaaaa%3A0&comptemptext=&comp=none&ma=0&maval=9&uf=0&lf=1&lf2=0&lf3=0&type=2&style=320&size=2&timeFrameToggle=false&compareToToggle=false&indicatorsToggle=false&chartStyleToggle=false&state=8
If you Google "The anatomy of a stock split" or "post stock split depression" it seems that this isn't all that unusual. Both pre-split euphoria and post-split depression can be frequent from what I'm seeing out there. But honestly, I'm not a stock split expert- so maybe someone else here who is can lend some thoughts?
To me, the split-adjusted 30% drop doesn't fit with their fiscal Q3 results out last week:
http://finance.yahoo.com/news/arc-group-worldwide-inc-reports-100000125.html
Accounting for the 14.5 million shares now outstanding, ARCW has made .38/share over the last 9 months. Seems too cheap to me here unless I'm missing something?
ARCW- you nailed it.
The post split selling seems to have run it's course.
Forward PE is around 20, ad ARCW is now one of the largest 3D printing service providers in the country according to management.
I'm starting to repurchase shares now
Buying back ARCW shares now that post-split selling seems to have subsided.
Great stuff!
Thanks
Volume > 700,000 on NASDAQ OMX today, with big gain on no news.
90 day avg. volume is just under 200,000... and today was the second largest volume day so far this year.
http://www.nasdaqomxnordic.com/aktier/microsite?Instrument=SSE88584&name=Arcam
Looks like this could be more than a "bounce" from oversold levels to me.
3D Systems and Google- Project Ara Discussion
http://www.benzinga.com/trading-ideas/long-ideas/14/05/4566720/will-googles-project-ara-smartphone-give-apple-a-run-for-its-
"The Two Most Exciting 3D Printing Stocks" - Interview
http://www.benzinga.com/trading-ideas/long-ideas/14/05/4567328/what-are-the-two-most-exciting-3d-printing-stocks
"The Two Most Exciting 3D Printing Stocks" - Interview
http://www.benzinga.com/trading-ideas/long-ideas/14/05/4567328/what-are-the-two-most-exciting-3d-printing-stocks
I'm sure nobody has any problem with a differing viewpoint, that's what these boards are for- open discussion.
Are there any stocks in the space that are 100% or more above their 52 week lows now that you know of?
There's a lot of chatter and rumors right now about DDD being a target. If it's acquired the whole space will rock again
Better tell Oppenheimer, Mellon Bank, State Street Bank, and Morgan Stanley they shouldn't compare Arcam to multi-billion dollar companies also.
They're 4 of the largest 5 institutional shareholders in Arcam.
re: "how people can compare Arcam here to multi-billion dollar companies ellude (sic) me."
My return last year in AMAVF was higher than any return that would have been possible in DDD and SSYS for 2013. This was the second best performing stock in the space, beat only by SGLB.
I am just now re-entering the stock. My cost average shouldn't be your concern, but if you must know it's now a little over $22. I am about 50% cash at the moment, having left much of the downturn in the space to run it's needed course. I didn't exit most positions at the January top- was a little early, but very, very happy with my returns for the year.
Just a suggestion here... you only serve to point out your lack of knowledge by including the ADR share volumes and not primary exchange trading.
lastly, I don't use hyperbole to "pump" stocks either. I use facts and fundamentals. The market will figure it out in time and I tend to make money by doing the opposite of the market does short term.
Come back in 6 months.
Other than SGLB coming out with a big pr that's substantive, no.
The Q1 report didn't show the kind of revenue growth I expected based on what they announced late last year (not talking about the MOUs), and I think it was a surprise to others.
Don't know where the new base will be- and I'm not "going negative" here at all- but the reality is the stock is lower today because Q1 (other than balance sheet) really didn't show the improvements most were probably expecting.
But like I've said, I don't get too excited short term about moves up or down. I'm here for the long haul- many others here are not it seems.
I've been asked to do an interview/Q&A about 3D printing stocks
by Benzinga.com for the "pro" level paying subscribers.
I'll be discussing Arcam in the interview, along with 3D Systems as two stocks I like here. They also syndicate their "pro" level articles a few days after initial publication to a wider audience. How large I have no idea, but it will definitely bring more investor awareness to Arcam as the fastest-growing OEM in 3D printing stocks.
My guess is their "pro" level subscribers are more sophisticated than the average Yahoo or SA reader and understand the difference between a pink sheet stock and an ADR that trades on the NASDAQ OMX.
Should be out early week.
Also will be speaking in Melbourne Australia in July at the Inside 3D Printing Conference (Terry Wohlers is keynoter) and Arcam will be part of my presentation.
I'm not talking about MOUs
(JVs are contracts incidentally)
Wise to not go "over the moon" as you say with any stock, including SGLB.
I'm here for full commercialization of PrintRite3D- and don't get excited if SGLB goes up or down short term, as I've said many times here. Most here are flippers and that's fine too- adds liquidity.
SGLB must have about the longest sales cycle I've seen.
Of course balance sheet is solid now, but revenues far less than I expected based on contracts announced during the latter part of last year.
Short term, this isn't going to help the share price.
Long term- it's not an issue as long as they do actually collect the revenues from announced contracts.
Over the short term the market is inefficient.
These inefficiencies are corrected over the longer term.
If you want to look at the longer term, I began investing (heavily) in Arcam shares a year ago this month. During that period to the present, AMAVF has strongly outperformed DDD (which I bought also back last week, mostly due to project Ara), SSYS, and XONE.
I'm not a bottom picker nor a top picker, but I do have a pretty good feel for when stocks in this space are oversold and comparatively undervalued based on recent growth and potential/likely future growth.
So I'm averaging back into what will be a large position in this company again and looking forward to the next 6-12 months.
Also added more Arcam today.
Expecting news of multiple printers in single order soon.
Continuing to average back in today.
As we know it's just a matter of time before Arcam announces an order for 3,5,7 machines. They've already indicated that- and as we also know this CEO tends to be on the conservative side.
So I keep adding here and there on days like this.
I was a little disappointed in CIMT's earnings to be honest.
Numbers were good overall, but bottom line basically unchanged and I was expecting better. I'm still holding but not adding.
I did add more ZMS.V / AMSPF yesterday. Not only is that Markman ruling a big deal going forward, they have $2 million in revenue from last year's Hamamatsu contracts that haven't hit the books yet. They will report their fiscal Q3 in a few weeks and those revenues should begin showing up.
An out-of-court settlement on the patent suit with Philips and Saint-Gobain seems more likely now, and they'll be launching their industrial 3D printer in the second half.
So there are several positive forward events there.
Should allow stepped-up launch of their 3D printer now.
Joe- what settlement range do you think this could run into for Zecotek?
Zecotek Photonice WINS Markman Ruling against Philips and Saint-Gobain
http://finance.yahoo.com/news/zecotek-receives-favourable-markman-ruling-135300903.html
At this point in SGLB's development, I think investors are looking for revenue growth, not positive earnings.
I think that's why there is some anticipation on the Q1 report, not because people expect positive earnings yet.
But somehow I think you already know that.
"Are they expected to exceed expenses? What are some estimates for earnings per share?"
If that is a serious question, EPS will be negative.
They don't usually ask for an extension so should be any day now
It's been halted since the open, so 0 volume
Bid is at .76 on Fidelity even though halted
So somebody must think whatever the news is, that it's good.
Halted
Markman ruling (finally)?
If, this is going to move big- just don't know what direction yet, lol!
Speaking of volume- today's Nasdaq OMX volume > 300,000 shares(with 2 hours to go) is already 30% higher than 90 day average volume. Price at new hod also.
3D Printing Growth Accelerates to 34.9% according to Wohlers.
2014 report out (highly recommended)
Wohlers Report 2014 Uncovers Annual Growth of 34.9% for
3D Printing and Additive Manufacturing Industry
http://wohlersassociates.com/press63.html
Question is will this be a plateau followed by another downdraft, or the true bottom.
For some I think there's more downside, and others I think we're closer to a bottom (based on differing growth rates). We'll see.
I don't think you're missing anything. I think because these stocks as a group went parabolic last year and overshot their fair value going up, they're over- correcting and will under shoot fair value when they bottom
Good day for SGLB- the only green pure play 3D printing stock today!
Have a great weekend everyone.
To be honest I haven't researched them much yet so can't say.
Been so busy with a VC deal I'm working on with some folks - it's a crazy process overrun by lawyers and paperwork and people changing direction, etc
Lol- that was fast !