Evidence Based Investments
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Patents mean everything whether the company has
sales or not.
That's why theres companies that only buy
patents and just have a team of lawyers that
sue the piss out of everyone.
However, this is not the case for SGLB as
they are already working with several huge
companies who respect their technology
and wouldn't risk tarnishing the prestige
of their respective companies by
suddenly starting to steal patents.
SGLB is first to market with a ready product
and still developing better versions as they
go along. First contract will solidify all of
this worried nonsense that SGLB isn't well
positioned.
the s3 is the permission to sell shares by the sec
Well idk what caused this dip but one thing is for sure
We need some GOOD NEWS Mark Cola
what is it?
I dont know how much more of this I can
take.
They have 2 days to report the sale if it occured
so we should know later this week.
Heres to hoping they did this rather
than just an unexplained drop in
price.
I hope this is sigma utilizing the s3 atm offering...we will hear wednesday if that's the case. Hopefully this is the cause of the dip.
Only way it makes sense.
What a fire sale. Had me worried for a second there. Phew
My theory, is that SGLB will PR a contract
with a company other than GE, for much less
monetary value than the GE contract,
to get hype flowing into their PPS.
The pop will then allow SGLB to
utilize the S3 to raise funds to prepare
them for the GE job that I believe won't
be announced until the 1H2015.
GE will feel much better signing a contract
with a company that has some financial
backing, so the liability of the success
or failure of SGLB does not fall onto them.
I know at this point it appears GE "needs"
IPQA for their upcoming projects, but
just because a company has a great
product does not mean they are free of
the responsibilities of any other company.
Ive argued this with people before but
I stand by my opinion.
SGLB needs some good news soon to get
everything rolling before GE is ready
to hit the go button in my opinion.
But, if GE is comfortable with signing
a contract with the risky business we
all know and love so much, and we have already
clearly stated we believe the risk of
failure is minimal by being here,
maybe they are too.
But chances are a multi-billion dollar
operation does not like to risk all
this money on a company with a few
employees and a couple million dollars.
Sigma needs capital and a crew.
We will see some ups and downs,
but SGLB will be the future of
critical AM manufacturing. First
to market in a projected 20 billion
dollar industry in the next 5 years?
Sign me up.
-Kevin Mey
SGLB Long.
Next ER for GE is October 17th.
Not that they would have to name
drop SGLB in their report, but
maybe SGLB will be allowed to
talk about contracts with them
after that date.
Idk just a dream for near term
hope. Willing to wait but I just
want to see this thing come
to fruition already.
Whole market is going to face value of
companies. No futures, no energy sector,
no biotechs are thriving right now bc
their PPS is usually more based on the
future more than book value or revenues.
Those who believe in the future of these
companies are scoring huge discounts on
shares. Although its a sinking feeling
and short term pain, adding now will pay
off long term in any of these types
of companies. No fear here. Adding
and having a beer.
If they get PR3D rolling heavy in 5 years,
they will have enough revenue to start doing
some really interesting things as far as
devoloping new products or heading into
different spaces for more revenue.
In the 10K they mention that applications
(apps) for 3d printing are going to be a huge
market and assist in deveoping designs
and the ease of use for additive manufacturing.
Huge opportunities all over the field really,
so with SGLB's expertise and already being
so far ahead of the game, I would hope
their success continues for many years.
Also the reminder companies are looking to
use this for land based gas turbines which
is also an emerging multi billion dollar
market.
So many uses for SGLB, and as everything
becomes smaller and more effecient,
SGLB will be there to assure quality.
Beautiful.
For anyone with any worries or questions about the future of SGLB,
just read pages 4 through 7 of the 10k.
For such a small company to be working with
multi billion dollar operation companies
is outstanding.
SGLB is the future.
http://sigmalabsinc.com/uploads/XBRL_Filings/2014/Annual_Shareholder_Meeting/Sigma%20Labs%2010K.PDF
Most likely with the JTDA between SGLB
and GE, he's allowed to call it "ours"
as GE is heavily invested in it already.
I'm not sure how the first contracts
will pan out but I'm guessing GE
will get a great deal for all their
assistance in the name drops, testing,
and use of SGLB technology. We have
a long road but GE is like a startup
biotech starting out with a deal with
Merck. Its unheard of, especially at
this valuation with the market heading
towards multi-billion very quickly.
We have front row seats to a great show.
Oversold on the MFI.
I have a feeling this has some more room
to trail down fortunately/unfortunately.
Looks like we have some months of
dead time here unless we get surprised
with some unexpected revenues.
Buy signal, but may wait and watch
for better prices in upcoming weeks.
I have SGLB faith but I need a sign.
Every percent counts. Every penny is about 10% right now.
Difference between a couple cents could be the difference
between thousands if not tens of thousands of dollars depending
on your investment.
I would hate to not buy at these prices or lower and
than realize I could have made 30% more 5 years down
the road.
Feeling like I'm here a little too early.
Hopefully we sign at least one decent sized
contract with one of the companies SGLB
is working with before the EOY.
It all comes down to money.
How much can SGLB make, and how soon
will the industry be ready to put
this technology to use.
Being in early is good, but if the company can't
post revenues months after they
commercialized their first game-changing
product, it makes me begin to wonder
if the industry is ready, especially when
Greg Morris says the AM market is 5 years
away from having the technology and man
power coexist?
Hopefully he meant the rest of the industry...
not GE and SGLB.
If SGLB can post some revenues before EOY and
raise some cash and awareness while the PPS
goes up in the process, that would be nice.
Keeping my position for now, keeping another
fund for short term plays.
didn't expect to break the .1080ish support. lets hope for a strong
close. Saving up my duckies to average down I guess.
Todays bounce was most likely a dead cat bounce.
No change in company financials.
No contracts signed.
Volume was relatively high but nothing
absolutely crazy.
Just LT investors averaging down and short
traders playing the bounce. Chart still
looks dismal.
I suspect downtrend will continue.
Great product, love the company, but without
sales and the recent raising of money through
investor dilution, we need a contract.
Company did what they had to, now its our turn.
This happens to all companies with great products
and no sales. Investors initially get excited and
buy in, thinking this technology is worth a lot of
money.
However, without sales, and a company needing money
to continue to operate, investors quickly realize
their money and shares are at risk of dilution.
If they dont feel contracts are getting signed
in the very near term, they pull their money
and put it into safer companies or buy back in
or add as low as possible.
SGLB has a game changing product, but until sales
start to roll in, it's dead money.
With the commercialization of 2 products coming
soon, we aren't too far away, but we have a lot
of time yet to go. First contract will be
crucial. PPS will pop. SGLB will raise money
to increase ability to produce and sustain business,
and from there, we're all golden.
Until then, we wait.
From a financial standpoint is where I'm sure GE
would like to see SGLB have some cash and more
personnel. That's basic business. I know they
know more about the technology, but for them to
make an investment in a bare bone company like
SGLB is a big risk.
I'm saying I would like to see SGLB sign
a contract before GE is ready to buy in
since that is still a little bit away.
If SGLB could sign some smaller contracts
to utilize their s3 to raise funds on a
pop, GE would feel more comfortable I'm sure.
Which is where Honeywell, DARPA, Materialise,
EOS, or outside companies buying a decent
number of Inspect modules or possibly an
ordering of parts right off SGLB's shiny
new EOS 280 coming soon, comes into play
that could give us a little leverage, heading
into GE production. Since they haven't even
announced any machine purchases yet, it could
be awhile before we hear anything from GE.
I have a feeling a contract will be posted
before EOY 2014. Maybe not with GE but
even if it's something smaller maybe through
Materialise to license PR3D in their machines,
or another smaller contract through the various
companies they are working with.
It will validate PR3D need, send the PPS
on a nice pop based on the monetary amount.
Give SGLB the chance to raise funds to
make GE feel better about the company they
are getting behind and possible uplisting
to get real money rolling in.
Just a possibility, as simply counting on
GE is getting old.
Either way, I would expect SGLB to gain some ground
as Cola and Dave tell the Welding world of
IPQA, and hopefully gain investor interest.
Hoping for some sort of contract before EOY.
1Q 2015 at latest.
If not by then I will be getting very antsy.
well at least chart wise it looks like
this should be the absolute bottom
as it appears we may see an uptrend
just adding and waiting for a contract.
Any guesses on the near term revenue that
appears to be coming soon?
I'm going with Materialise.
GE seems a little too early, unless they
are outfitting the first test-run
printers with IPQA, which would make sense.
Honeywell is still projected to be EOY 2014
or 1Q2015.
America Makes, NIST EWI already posted.
It would be crazy if the first revenue is a huge
contract from GE. Crazy in a good way.
But any revenue coming in sounds good to me.
Over time, they wouldnt be that wreckless to
drop it all at once.
That's why this first ATM offering is only
$25 million, and they wont utilize the rest
until the opportunity arises that they need
more capital, or have interested investors
ready to purchase a large number of shares.
You're not understanding the difference between
a "shelf registation" and a "shelf offering".
The shelf registration is $100,000,000 total
funds that can be offered overtime.
Right now with this shelf registration SGLB is authorized
to sell $25,000,000 worth of shares in an
At the Market Offering.
If it were a Shelf offering, they would have to
state a specific number of shares at a specific PPS.
This is a shelf registration of $100,000,000 total,
that allows SGLB to sell $25,000,000 of that total,
at an At the Market Offering price.
The other offerings to come will require further
SEC filings at a later date.
A "thank you" for my knowledge would suffice.
It is a shelf registration of $100,000,000 shares.
They are authorized through THIS prospectus
to issue $25,000,000 worth of shares at an
At the Market Price.
Any other offerings require another prospectus.
If it were a shelf offering there would be a
predetermined number of shares at a predetermined
price.
You guys should be paying me in SGLB shares at this point :)
Its NOT a shelf offering. Its an At the market offering.
The price is determined by the market, and when management
decides to initiate the offering.
A shelf offering is completely different.
Yes. All companies do this.
I guess I'm an expert on startups.
But even companies much larger than SGLB
do this on big news of say a product
passing FDA approval, or a valuable product
being commercialized (even before sales).
I'm guessing at this point SGLB has
some revenue coming in, since the news
of commercialization did nothing since
our valuation is already stretched.
They post the news, price jumps as investors
jump on a moving train. once it hits the peak,
the market starts to correct, the ATM makes
SGLB a lot of money.
At the Market Offering for Dummies.
A company will post good news, skyrocketing their PPS
many percent.
While the PPS is inflated, they utilize the ATM offering.
As the price naturally deflates from after the hype
of the recent news, SGLB also give the word to
sell a large portion, if not all, of the $25 million
worth of shares.
This will continue the walk down in price as
the hype dies off and a more reasonable valuation
on the company becomes realized.
SGLB will collect the $25 million and put it into
their pocket either for safekeeping or to
further fund operations if neccessary.
A company that has money in the bank is more likely
to be looked at by big name investors as they
will not need to dilute their price again soon.
Its impossible to predict when they will do the atm offering or if they will do a r/s to uplist. But I'm guessing they would like secure some capital before trying to get big investors interested. Just my opinion. I cant predict the future.
Little dramatic on the PPS getting stalled for a year.
Once these contracts get posted and they utilize
the S3 ATM offering yes the PPS will be effected
but once SGLB gets in the limelight or uplisted,
that $25 million will be scooped up quick and
the PPS will continue upwards.
Its not the best of news that they will need to
do this for capital, but every micro cap
has to do this to ensure the future of their
company. As long as you are in early and
take your profits there is nothing to
worry about and this is a normal, healthy
practice.
An ATM offering is much better than a
shelf offering as the price can still rise
during and after an ATM offering as
long as the buyers are there.
This is "good" news as it basically states
SGLB expects large growth in their PPS in
the near future as these expected deals
get signed.
Good luck to all.
This S3 is just so that once they post that huge contract
from whichever company, they can raise cash while their
price is up. All companies do this for capital when
they are just starting out.
So for example when the contract gets posted and the PPS jumps up
to .50 cents, SGLB will utilize this offering to raise capital
while everyone is trying to jump in. Yes it will temporarily
destroy the PPS and screw those on the bandwagon.
But this is when you take profits and buy back in.
Good luck to All.
These PR's are nice for people who haven't done
any DD and are just looking into SGLB. However,
for those of us who have been around, we are just
in search of revenues coming in at this point.
As usual the story stays the same.
Load up what you got and pray they sign a
contract that produces significant revenue
by the end of the year. I would like to
start making money, just like they would.
The difference between these people and SGLB is that Sigma has been working with huge named companies to get their product out into the field.
Sigmas technology was developed by scientists as well so I'm sure its just as effecient.
Sigma has signed deals with all types of companies to get a product out and is already released their first product.
We will see sales soon.
5 years before that university gets a product.
Interesting predictions.
If they sign a continuous deal like that in one
contract the initial pop will be tremendous.
And just think, thats just one deal.
SGLB has so much more to come.
At this point I would certainly hope a contract getting signed would be a PR release. They've done several other contract signings between 10Ks and 10Qs, so I would bet they would definitely let us know when something gets signed.
Since they are already in a JTDA contract with GE and Honeywell, I'm not sure if they would sign a new contract or if within that contract it gives GE and Honeywell the ability to adjust their payment to SGLB without making a big spectacle through a PR release.
Anything between any other company and the national programs would most certainly be posted once all the dotted lines are signed.
Everyone is acting like they are in panic mode and I'm over here accumulating with a huge grin on my face and not a worry in the world. Not minding all this bonus time to save up more share money!
I know the value of SGLB will explode over the next 5 years.
I wont mind sitting on these shares and selling on pops and buying on dips. Will trade this bad boy for many years to come.
I don't think most people understand the range of this technology.
I agree we are a few years away from complete market acceptance,
but these first few contracts are going to be for a very substantial amount of money.
When GE says they will need approximately 45,000 fuel nozzles, over 100,000 AM printed parts through 2020 and IPQA can save them 25% on the total time and post-production inspection,
and certify their product to be error-free through the production process. This is huge.
For critical components, SGLB will be necessary. With GE showing the world that AM can be used for mass production, and SGLB's inspect saved them substantial time and quality assurance,
the future looks very bright for SGLB. This is the dawn of a new era of the production industry.
I just want to make sure I'm in before that first deal gets signed. The PPS will jump, ill make a quick buck, and buy back in when Rockville drops up back down to .15.
When the big boys like GE and Honeywell are not only willing to name-drop you in several presentations, but also willing to sign contracts with you and spend a lot of money testing/developing
your software, you're kind of a big deal.
Not to mention your product can be applied to any Additive manufacturing machine and you're working with multiple
AM machine making companies?
Ill sell a portion on pops from these contracts, but my main bulk of shares for pennies on the dollar will make retirementfund look very nice in a decade or so.