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Sglb partner Ansys also partnering w/ Autodesk.
Eliminating engineering silos: ANSYS and @Autodesk announced a partnership aiming to automate geometry transfer between ANSYS Mechanical and Autodesk Fusion 360, driving revolutionary design and expediting products to market. https://t.co/487EuXzVV6
— Ansys (@ANSYS) November 19, 2019
Baker-Hughes partners with Microsoft. eom https://news.microsoft.com/2019/11/19/baker-hughes-c3-ai-and-microsoft-announce-alliance-to-accelerate-digital-transformation-of-the-energy-industry/
Autodesk? thx mr3d eom
Positioned nicely. eom
BIG MONEY? Jr falls on sword over previous capital raises but apparently confident on restoration of street cred. Anybody wanna spec what that means? I'm happy to report that we will have a positive update on that front before year-end, which should position us nicely in terms of investor credibility.
"Over the last couple of months, I feel that many, many questions from our investor base regarding the volatility in our shares and specifically around key announcements. And while it is not a normal practice to comment on stock activity, it is important from time to time to weigh in when there is a serious disconnect or dislocation between operational progress and apparent market perception. I'm the first to own my own missteps made in the process of regarding investor relations and engaging perhaps with the wrong investment bankers as capital sources. As your CEO, it is my job to recognize and own mistakes and to aggressively attack in the right direction.
During the third quarter, we did a comprehensive view, which is why we are back on track here with you right now on quarterly calls and a regular cadence of investor communication. We retained MZ, a premier investor relations firm to advise us in all aspects of capital markets navigation and selecting strong partners going forward. And I'm happy to report that we will have a positive update on that front before year-end, which should position us nicely in terms of investor credibility. We believe all of these upgrades and agile adjustments will normalize somewhat our volatility and with MZs help, attract the right investors to our story.
glta
No but sglb does seem to have an inside track position here. Definitely worthy imo of further research. The history of the company and its interactions and partnerships in the am community have provided it with a ringside view of the developing industry and as a result they have been able to develop and provide quality assurance and production efficiencies that other AM "monitoring" systems apparently can't. Combining this with the "agnosticism" (it works on most different oem brands and many types of am) of printrite3d and the establishment in the universities and other research institutes as a valuable/standard learning tool makes sglb "one to watch." imo.
Thanks Kanya. Here's Trumpf's updated process monitoring website page. https://www.trumpf.com/en_US/products/services/services-machines-systems-and-lasers/monitoring-analysis/monitoring-truprint/
glta next week
Maybe Hitachi? Panasonic? eom
What would be the best case business scenario w/mtls for sglb stock to pop? Long term licenses? stock swap? partial ownership? revenue sharing? all of the above?
Just spec but my opinion is to celebrate good times come on! Diehards already know but for the seemingly ignorant stock market this should be significant confirmation of what IS going to happen. To quote vision "Huge" GE and Siemens both declared $MTLS to be the "Backbone" for AM. Looks like #SGLB is going to be the metaphorical frontbone (not a doctor) Anybody who has read anything about am knows how important mtls is for am. Materialise is the intel inside for her sector. And we're important to materialise! $SGLB WILL BE "integrated" into the backbone of not just mtls software but by extension, the fourth industrial revolution. Sigma will provide a data stream for machine learning for many industries in the future. They say data is the new currency. It is nice of materialise to offer their acommodations at Formnext. Probably a good idea we start getting used to spending time together. It would be nice if we got something in writing before we start publically sharing our frontbone though.
glta
The part/brkt used in the sigma german mag video, posted yesterday by kanya, https://www.addmag.de/das-neue-e-magazin-von-addmag-ist-dais (pg 28) the same part used as a case study by altair. Here is the link. scroll to box titled "Automated first time right support generation." What does it all mean? dot dot dot
https://altairhyperworks.in/ResourceLibrary.aspx?keywords=&industry=All&altair_products=HyperXtrude&partner_products=All+Partner+Products&product_type=All&category=All&discipline=&language=English&order_by=date_created&order_by_da=desc&page=1
glta
Thx Kanya. New video w/article. Makes PR3D look easy. Any thoughts on today SS?
glta
Could be wrong but this might be first edm install announced. Already on dmls, ded, ebm. glta
I can see sglb working here too...maybe. Honeywell and Microsoft Azure.
https://www.honeywell.com/en-us/newsroom/news/2019/11/the-future-of-quantum-computing?utm_source=TW&utm_medium=social&utm_campaign=newsroom&utm_term=msquantum&sf111836522=1
Totally stoked for this next week. If you build it they will want to monitor it. https://azure.microsoft.com/en-us/features/iot-accelerators/connected-factory/
https://azure.microsoft.com/en-us/blog/connect-iiot-data-from-disparate-systems-to-unlock-manufacturing-insights/
glta
Sigma Labs- when the part you order has to be right the first time. (new slogan) From what I've read pr3d can hook up to just about everything and provide a definitive quality record, secured with blockchain. If one orders a part how does one know it is good? Because Sigma Labs. (new slogan) If microsoft or materialise or aws or whoever gets a percent profit per part click for quality assurance, sglb should get more right? What if sigma got even one-percent cost per part per click for quality assurance for every part qualified...from now on. That could be a lot of parts. That would be good. Excited for this month.
glta
Sigma connects the Digital Thread for AM. Microsoft's Azure is competing to be the end to end IIOT platform. Simulation software Ansys, Altair, Autodesk, others are all with Azure. Materialise is working with Microsoft talks about xaas/service as a service, per click charges, saas, etc...sigma could do that. Microsoft could be like the amazon for AM. A big bad online parts store that provides access to am related services as well. Eventually there will be cad part numbers ready to click to print. Just wishful thinking. Plus blockchain's implications kinda tie it all together. imo
glta
p.s. smoking is bad for a person
The figures on the 16th slide are powerful POWERFUL! slide title Additive Manufacture Demo Engine. (AMDE)
POWERFUL!
glta
Autodesk involved here, I'm still hoping microsoft makes an offer.
https://ntrs.nasa.gov/archive/nasa/casi.ntrs.nasa.gov/20190002104.pdf
Ah Grasshopper, what one person sees as crumbs another may see as rocket engines. If it was easy...you know. Next week I think.
https://ntrs.nasa.gov/archive/nasa/casi.ntrs.nasa.gov/20190002104.pdf
Just Sunday spec but imo, we are so golden. NASA "Emphasize the importance of inspection for every part" Sigma is working with nasa
In my lay view it seems there are basically three levels to AM: Pre-production, production, post-production.
Pre-Production
This recent nasa presentation shows just a fraction of what a manufacturer has to go through to get to production with additive for aerospace. Looks pretty expensive. As we know if a manufacturer is going to put up such cost to get to production they will want production to run as smoothly as possible.There are great up front costs to just getting to that first production run. A company has to pay for the machine and software, part design or redesign for additive, figure out what the design requirements are what material is needed what machine to use, what documentation is needed and how will the quality be assured. Simulations need to be run, predictions to be made, simulations re-run, test builds completed...rinse and repeat. Included in all that is also how parts need to be placed on bed, support structures, process controls, sensors/monitors, build maps are made. But it seems once these are mostly up front and paid for costs. Production is the next big hurdle.
Production
Use Printrite3d to track parts production and ensure documented quality.
Hard parts done. ( pun intended ) Right the first time.
Post-Production
not my concern
glta
Probably already posted. A Framework to Establish Additive Manufacturing Certification
Did I mention it was from NASA?
"Efficiency in process monitoring is critical to minimize the inevitable disruption
– Witness tests can take considerable time to complete
– Track the performance of each machine using all available metrics by control chart
– In-process monitoring may provide early warning of changes in machine performance" (slide 18)
glta
Thx for the link hefe.
You got it pman. I sometimes get anxious that on paper I am not looking so good/losing my ass. But then I read some of my past posts/links and think damn...I need to buy some more. MTLS releases earnings manana, ge looked better, we cc on the 14th. Formnext on the 19th. Something's gotta culminate right? gl long timer
From J. Manuf. Sci. Eng. "Two recent reports by Sigma Labs describe a heterogeneous sensing system to relate the thermal aspects of the L-PBF process to physical properties of the part, namely, the part density (porosity) [29,30]. One of these reports describes a hardware system incorporating four in situ sensors, consisting of two photodetectors, one pyrometer, and one position sensor to map the sensor signatures vis-à-vis the density of titanium alloy samples made under different laser power and velocity conditions [30]. The connection between the sensor signatures and part density is made via a trademarked proprietary metric called thermal emission density (TED™). The TED metric is reported to have a nearly one-to-one correlation with the part density. " glta
https://asmedigitalcollection.asme.org/manufacturingscience/article/140/9/091002/741453/Sensor-Based-Build-Condition-Monitoring-in-Laser
Agreed. Let's just assume it's positive. Nice picture though.
No worries. Steady as she goes. You buy first rounds.
Thanks Hawks. Invested up to my gills in this thing.
But wick, have you also considered the new Powerpoint presentations and updated website and slick videos? ;) glta
Pretty good neighbors for this conference, https://www.additivemanufacturingforum.com/
Sigma is listed in this Siemens patent.( patent citations section) good company too.
https://patents.google.com/patent/EP3388907A1/en
if my math is right, if one bought 10000 shs at .18 for $1800 in 2014 and did nothing they would own 50 shs now cost 3.60 @sh. Significant profits are debatable in this scenario. @.67 sh today that 1800 is worth 33.50
But...if 1000 shs purch today at .67 ($670) total invest would now =2470 for 1050 shs @ 2.35 sh. Better chance for sig profs in this scenario. glta
Okay Guys. we've been here before remember. And the comments on this board are also remembered. As the pps rose again last time to compliance levels there were congrats to the people who bought at those bottoms then. The CTO just bought 50k. I could see a purchase by other insiders as important but by the cto is ...better? Anyway I'm buying more today. Might even sell something at a loss to clear some funds for sglb.
glta
"Quality Beyond Inspection" was often not printed on the sides of their planetary gears thingy. glta thx vz
https://www.bizjournals.com/albuquerque/news/2018/05/23/santa-fe-software-company-targets-european-market.html