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SLM Solutions- very strong Q1
For those who trade on the Frankfurt exchange, it looks good too me here.
Ticker: AM3D
http://www.stage.slm-solutions.com/index.php?cn_20150513_en
OK- here you go
ARCW: BUY with dca $6.40
Stop loss $6.10
Sell: $8.40
I never post when I'm selling. Everyone has their own time frame and personal return goals.
I did post once that I sold Arcam AB and never heard the end of it from some people, even though it was near the all time high. Lesson learned.
Breaking- $VRTX: Vertex CF Drug Orkambi Wins FDA Advisory Panel Vote
http://news.investors.com/technology/051215-752217-vrtx-ivacaftor-lumacaftor-combo-wins-fda-panel-vote.htm#ixzz3Zxf09q4t
$SSYS- buying down here.
Will avg. in again (call me crazy).
For those following ARCW
Conference call transcript here if interested:
http://seekingalpha.com/article/3171776-arc-group-worldwides-arcw-ceo-jason-young-on-q3-2015-results-earnings-call-transcript
I listened in- tone was optimistic overall.
I think the worst of the acquisition consolidation is behind them.
We'll see-
Based on Q3 results, $ARCW looks to be on the right track again.
The acquisitions last year took a lot of wind out of the sails, but revenue growth strong- especially at 3DMT.
I listened to conference call- the tone was upbeat while still cautious.
Bought back shares again.
Nice.
Looking to add on any dip today. High growth, low multiple company just beginning to be discovered.
$ARCW +.02 EPS with 33% revenue growth vs. same Q last year
Turnaround may have begun
http://finance.yahoo.com/news/arc-group-worldwide-reports-third-203000152.html
Well...SSYS earnings not a total disaster at least. I'm bought a little ARCW today (small position). They report tonight so will see how integration of last year's acquisitions is coming along here- a lot of one and two time charges for those acquisitions in the last two reports (plus dilution at $5) that really beat the stock down.
One smart thing ARCW management did back in January is take currency contracts to partially mitigate the strong dollar- something DDD and SSYS should have done.
200 shares traded at .1303?
Somebody must be in a bad way to sell to get $26 - trade fee, assuming that was a real trade.
Strange
$DDD earnings out & management failed to give full year guidance.
http://finance.yahoo.com/news/3d-systems-reports-first-quarter-120000770.html
EPS looks like a .01/share beat of the much lowered .04/share average estimate with revenue on the lighter side.
I have no position in the stock- only trade in and out on volatile days. IMO, management has lost a lot of credibility with continued misses of (lowered) guidance. Management also stated they would give an update on 2015 projections back when they warned in April- and they didn't give that guidance today...even though we're nearly 1/2 way through the year. This is NOT the way to attract investors.
April 24: "Given current uncertainties from continued macroeconomic pressures and foreign currency headwinds, management is undertaking a comprehensive evaluation of its full year guidance and plans to update investors during its scheduled first quarter 2015 earnings conference call on May 6, 2015."
Now, today: 2015 Guidance
Given marketplace uncertainties, management believes it is prudent at this time to withdraw the company's previously issued annual guidance for 2015. Management continues to rigorously assess the macroeconomic environment and customer demand and plans to provide an update regarding guidance when management has more clarity that sector conditions have stabilized.
"While the current economic climate interfered with our planned cadence for 2015, we believe that the fundamentals of our business and the strength of our portfolio are intact. We remain optimistic about the market opportunities ahead and are fast tracking our planned integration, productivity and efficiency measures without impairing future growth," concluded Reichental.
So I doubt they'll be giving much guidance (if any) on the call based on the above now.
MAYBE the stock will (finally) bottom this week... and maybe it won't. Who knows? But management isn't helping. EVERY company has to deal with the same set of macroeconimic conditions. When you're listed on a major UDS exchange, you do your best to give guidance with those economic conditions. Period.
That's an expectation when you are running a company listed on a major US exchange- Avi running DDD like some kind of OTC stock here by not giving guidance.
Yes, they had to push back the release until end of this month, but I think it has more to do with the fact they're working with a government-funded 3rd party for the research...so they're not in control of the timing.
I don't think it has anything to do with management of BIAD. I think they were previously going on the timetable Inventya had for them as they are the ones doing the report.
PR today (to me anyway) shows management is keeping shareholders informed/updated on the report since it was originally expected to be out already.
I'm here for the commercialization of their products (as soon as next year) anyway so I don't mind- added a few shares this week also.
Glad to see they updated the date for MIDS report.
Cardiac market testing= huge market, so looking forward to it!
Interesting change to web site made.
They updated the web site a bit today. I think it may be due to information from the upcoming MIDS report (now due out by end of this month) that they wanted to include on the site.
Note on the MIDS page the following paragraph has been added.
"Because of its accuracy and sensitivity, MIDS, as applied to cardiac marker detection, may well be able to predict the likelihood of re-infarction post initial early symptoms, or infarction in otherwise asymptomatic patients in high risk groups. Prediction of infarction risk, stratification of that risk and definitive diagnosis is a major issue for hospitals, as they need to prioritise treatment and manage the costs of treating heart attack patients."
So their MIDS technology when used for cardiac markers may be utilized as an early indicator or even risk predictor of coronary artery disease/heart attacks in people with no symptoms or prior history.
Yes, it's still unknown if they'll ultimately commercialize this- and it may take a partnership with a larger player to make it happen, but if they do, it's an obvious gigantic market for this kind of testing that can be done in a physician's office, in hospitals, etc.
New SEC filing/Chairman's update filed.
MOKO raises MUV target to "10-15 million" vs. "10 million" previously.
See summary.
http://www.sec.gov/Archives/edgar/data/1496371/000157104915003342/t1501007_ex99-1.htm
You're welcome.
I can't blame you for being cautious about what you read on these boards.
Well...
It's not "insider information".
It's public knowledge that the MIDS report is due out and I'm sure anyone who bothers to email the company will get the same information.
just thought I'd post here that the MIDS report isn't cancelled or anything- it's overdue, yes- but still coming out soon. You can believe that or not. And I certainly understand your reluctance to believe message board posts. Take everything you read on these boards with a grain of salt and do your own due diligence. These boards can be a great source of information AND misinformation as you know.
Anyway, I think a lot of information will be in that report and I'm looking forward to it personally.
I'm little surprised at the depth of the pullback this last week- but for those who understand the potential here, and are looking out 6-12 months, it's not an issue.
Cheers,
Gary
You've been spot on re: DDD and SSYS, that's for sure.
Renishaw also-
Agreed- SSYS just warned in AH & stock currently halted
Well below all estimates....
http://finance.yahoo.com/news/stratasys-reports-preliminary-first-quarter-200200119.html
But sounds like DDD
"We are observing an attractive pipeline of future opportunities, as lead generation is increasing. "
These companies always "observe" an attractive pipeline of opportunities but they haven't shown up in quarterly reports for over a year now.
Graphene 3D Lab (GPHBF) launching water-soluble filament
http://finance.yahoo.com/news/graphene-3d-lab-inc-announce-132900155.html
Got an update today
MIDS report should be out "within next 2 weeks" per CEO.
$MOKO: "Big Upside from The Land Down Under"
http://microcapresearch.com/moko/
DDD - ugly Q1 guidance
http://finance.yahoo.com/news/3d-systems-announces-preliminary-first-120000568.html
FARO Q1 prelim. numbers caused 30% decline.
"Excluding the $7 million negative foreign exchange impact, preliminary sales for the first quarter of 2015 are expected to increase by approximately 5% as compared to the first quarter of 2014."
Personally I think it's oversold here (down 30% in 3 days) based on pr below, but anybody's guess if bottom is in or not:
http://finance.yahoo.com/news/faro-reports-preliminary-first-quarter-200500974.html
Demand high- sold out. Now a 3 week lead time for orders.
They need to ramp production.
http://www.blackmagic3d.com/product-p/grphn-175.htm
I'm with you joe!
$SLTD- One of my fav. stocks at current pps.
$VUZI report/update coming soon.
My partner and I spoke with CEO last week and were very impressed with developments. Intel deal still has much to bring to forefront in coming weeks/months, + revenues expected to triple this year.
Report will be out in a week at MicrocapResearch.com
Also see Q&A with CEO Paul Travers (prior to NASDAQ listing) we did previously:
http://microcapresearch.com/paul-travers-ceo-vuzix/
Article: Disney (DIS) investment values DraftKings at $900M (!)
MGT/DraftDay.com market cap $5M will not last.
http://microcapresearch.com/mgt-capital/
re: MIDS report
Still waiting for it to come out, then I plan to update my subscribers.
Article: Solar3D (SLTD): A High Growth Solar Stock Trading at a Significant Discount to Peers
http://microcapresearch.com/solar3d/
$VJET earnings a blowout see review at 3DPrint.com
http://3dprint.com/54101/voxeljet-4th-quarter-earnings/
$VJET earnings review - 3DPrint.com
http://3dprint.com/54101/voxeljet-4th-quarter-earnings/
Q4 revenue growth 28%
Cash improved due to IPO and now $43 M
One time expenses due to IPO and acquisition costs caused swing to loss
Gross margins slipped a bit but still 50%
otherwise a good report
$VJET / voxeljet Q4/2014 report is very nice
Just out in AH today
88% revenue growth in Q4 with improvement across the board.
http://finance.yahoo.com/news/voxeljet-ag-reports-financial-results-220900389.html
We'll see. Picked up a few April and May $8 calls today.
There was no real premium and volume on puts much higher, so the market isn't all that bullish even though some short covering (I believe) took stock up a bit today.
My partner and I typically talk to management before coming out with a recommendation- it's part of our due diligence. We had a great phone chat last week.
In this case I was very impressed with Jim Nelson and the business plan of growth through acquisition of the right companies- not rebuilding "project" companies, but good investments that make an immediate/positive impact to sales/income.
This works best if you have a competent management in place who is well acquainted/experienced in M&A transactions and can make the most of acquisitions without overlap and trim fat where possible. We feel this is the case here with Tracy Welch, the new CFO who has overseen 36 various and successful integrations/acquisitions.
Hi Schris,
Yes- SGLB- what a run in 2013! The sector of course got beat back to reality last year following all the hype in 2013, but should (eventually) come back when numbers improve over time.
For last few months my partner (Harris) and I have been focused on biotech and tech stocks and have a strong track record. We like what we see in SLTD, (especially after spending time last week talking to management). We haven't had a loser yet and our picks have averaged > 70% gains in 2-3 months.