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CEO stated that's cos of other non related issues at 5 RTE customers. Scheduling, allocating resources, 3rd parties to validate outcomes / reports etc
Each RTE is in "good health" per the CEO
interesting
expectations of show in Detroit later this month?
Context and Q&A are always useful on earnings calls IMO
DARPA very significant I agree
Given what the product does (& the IP we have), its unique nature, its applicability, the growing TAM, it is odd that we have not attracted bigger investors
I find that difficult to get my head around
Just on DARPA validation (which took seven years) there should be so much more interest in the stock
fair
interesting post.
OEM?
Govt contract?
More RTE?
You seem knowledgable about these things. How come?
if the company secures and announces a deal - what happens to the stock?
end user licensing deal or OEM licensing deal.
Volume is pitiful
DARPA is big big news. Suspect most do not appreciate the impact of DARPA
from Feb 2019 . Dawson James report on Sigmas website
2) The Company has also been very active in entering
negotiations with several new OEM partners, as evidenced by a
recent announcement late last year following the Formnext trade
show in Europe.
IMO this new CEO is more deliberate and careful what he says and what he does not say
He has stated publicly on a few occasions that the co is in negotiations with OEMs
The analysts paper from Dawson James stated the same
And now CEO cancels earnings call "cos he knows info not in the public domain"
Am I rash in trying to connect the dots ?
an FDA approval for bio is equivalent to a first deal (or more) for SGLB
not true. The communication and detail is always in the 10Q .
point is not much needed until a sale or an agreement
Does this change in earnings call actually mean another change? i.e. are deals close finally ?
agreed need a FIRST SALE finally
maybe we get it finally
would that explain today's PR ??
DARPA IMO is way more important news. Speaks to levels of unparalleled credibility and validation
could be they have agreements for end user licenses or OEM licenses not yet signed but in process of contract work. Maybe they do not wish to put themselves in a position of exposure before agreements signed. To me it kinda feels lie that. Why not do this before?
disagree with that also. New CEO John Rice seasoned turn around leader. Only has real product to sell back end of 2018. Now is the time for sales - end use and OEM. We will see. Personally I have confidence in leadership's capatbilities
and you know this how ?
please do share what news is coming next week or are you just speculating???
approx 11M share out not huge. agree now it's about getting licensed rev. momentum gathering imo. end user or oem first ???
Johnny, Silver and all
1. ALL micro stocks have shorting pressure
2. There is one particular bad short in SGLB
3. They have taken part in a prior financing and, classically, short against that
4. I agree that license deals (OEM and /or end user) will have shorts running
5. Until then I believe that IP, Product, applicability and relevancy of Sigma is huge
6. Today's news meaningful IMO
7. I like the new mgt and eh new team
8. I like the fact they are publicly acknowledging it's now about license revenue (end user and/or OEM)
9. Lest we forget that Sigma is the only PRODUCT that performs in-situ correction for 3D metal. All others not real time but post manufacturing process i.e. not real time detection and real time correction during manufacturing like Sigma product
10. If ppl choose not to appreciate this good for them.
11. Be cool. Our time will come. It is closer than before that's for sure
what type of quantity are available down here?
maybe yes. Tbh I am here for the long haul given product, applicability, IP (patents) & OEM RTM. The market cap down here is very difficult to understand. Suspect there will be a major adjustment. Perhaps in the near term
feels like momentum is gathering
Refers to a "QA revolution"
in some markets he says doing QA more expensive than building the part.
interesting find
thank you
crazy article.
since 11/18 we have had product. See how we go. now stooped in IP / patent and have real product
In addition JR has publicly stated they are in sell mode now and has put pressure himself and the sales team
I would only do this if it was in the bag!
GLTA
this CEO is very different to last CEO
IMO now we have "product" no way timescales are two years off. CEO states that they are now in selling mode. To be clear I place more credence in this CEO (JR) than prior for sure. I am curious why the CEO (JR) has already gone on record to say they are negotiating with OEMs. JR seems to me a very deliberate and careful CEO.
I have sympathy with those that have been in Sigma for many years.
But for 99% of that time Sigma was a R&D tech company and not a Product company
Since 11/18 Sigma is now a product company with excellent IP
That clearly changes the dynamic
Next level will be a license deal either OEM or end user and then it will flow
I suspect a good OEM deal with a good OEM provider more impactful
That's why JR talks about OEM discussions / negotiations
How far off?
PS if SGLB takes off there is a huge short I believe that could act as a quick catalyst also (squeeze)
good interview with JR. who are OEMs JR negotiating with? Any ideas / suggestions?
the beauty of patents building a moat around SGLB product IP & Technology.
SGLB well positioned IMO
The tech has only recently become productized.
The first sales - end user or OEM deals - will spark interest
The type of end user or OEM for the first sales will be more indicative
The ramp in valuation could be meaningful and indeed quick pending news of end user sales or OEM license deals
CEO said on CC they are now in selling mode inc with OEMs
The patents and IP are most significant
Applicability is immense
Maybe, maybe, now is the time for the next level
More interested new buyers will come in etc
Hi Silversmith
Now Sigma has product (effective 11/18) & IP (patents) how would you value them on a go forward basis?
No license revenues yet
But I have seen enough 3rd party to stuff to know this is real and unique - IP in situ corrective QA for 3D AM metal
For example does the co need a couple of licensing deals OR a major OEM deal(s) to get a valuation of X?
How do you think about valuation?
so what is the outcome of this update to the S3?
more 3rd party validation
makes a lot of sense
For sure I am biased, but given the product and IP, Sigma should be worth 15x (at least) from where it is now
The ONLY IN-SITU CORRECTIVE solution in the AM 3D market!
all about the product & IP
relevant
unique
required for 3D AM Metal
been a product for less than 6 months only
qualified turnaround leadership
fair
Do you think a formal OEM agreement will return more value in SP than an end user sale?
interesting situation /opportunity
could be quick May/Jun appreciation on more 3rd party validation and def on an OEM deal
co already stated they are in discussions / negotiations (plural) with OEM companies
which OEM companies is SGLB in negotiation with ? Anybody know or good guesses?
company should PR DARPA