Evidence Based Investments
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EWI 2019
Phase II: In-process Monitoring & Defect
Rectification
In-process monitoring is expected to be a key
requirement in the future for production parts. This project examines defects introduced into a build, then
uses in-process monitoring techniques to first detect
the defect and then vary the build parameters for subsequent layers to improve or eliminate the defect.
Gtla
SGLB
Why would anyone buy shares for 4.39 when they are worth 1.70 today?
Besides securing shares in the scenario you believe Sigma Labs will have a shortage of shares, there is very little reason.
considering they have only authorized approximately one-third of the shares available, not to mention the very vast number of preferred stock yet to be issued, I don't see anything to warrant purchasing too many warrants.
I believe in the company and the future of the company.
I believe it is very viable shares are worth over 4.39 in two years, but I'd prefer to pay 1.70 or less for them when there are more than enough available.
However, 4.39, at the moment, is a far stretch away.
Hard to say how much money and shares Sigma will need to raise in the meantime to generate evidence of 4.39 being a good purchase today.
Yeah, we knew this when they started. Thanks for catching up with your kid on what all the hip cats are getting in to these days lol
Boeing and Siemens
Regulation, automation, standardization
Sglb
Glta
https://advancedmanufacturing.org/boeing-siemens-automation-standardization-safety/
WOW!
TRUMPF focuses on new business fields such as sensor technology and photonics for data transmission // Biggest acquisition to date since acquisition of JFY in China in 2013
Ditzingen, December 17, 2018 – The high-tech company TRUMPF is acquiring 100 percent of Photonics GmbH from Philips, headquartered in Ulm, Germany. This opens up a new market segment for TRUMPF in addition to its existing business with high-power diode lasers and expands its product portfolio. Laser diodes from Philips Photonics are used, for example, in smartphones, in digital data transmission, and in sensors for autonomous driving. Photonics GmbH employs around 280 people.
Acquiring companies who specialize in photonics and data transmission....hmm....
Completes 2Q 2019.
Fun times ahead.
Glta
SGLB
https://www.trumpf.com/en_INT/company/press/global-press-releases/press-release-detail-page/release/trumpf-acquires-laser-diode-division-of-philips/
Stop with the crazy valuations
$200/share = ~ 1.8 Billion dollar valuation on a company with less that 10 million in sales
(Even if a large 20 printer sale comes thru)
Which would be non recurring and one quarter of sales with no promises of continued increases quarter over quarter.
That's putting a 125x premium from our current assets.
Absolute nonsense, even if accounting for a large sale as projected.
Reality check man.
Sheesh
Glta
SGLB
NASA and UK MTC in talks of collaboration.
Sigma labs has had business with both.
Lotta business being done between Additive Industries, Singapore, Fabballoo, Honeywell, Sintavia, GE, USAF, etc.
Latest Oil and Gas testing will be enormous if any Oil and Gas company finds a use for AM.
Endless amount of dollars in that industry.
Near term, I think oil and gas could easily beat Aerospace in sales.
Automotive and Tooling industries also making big moves forward into AM.
Sigma Labs continues to lead the industry with the most Advanced In process quality assurance software.
Good times.
https://www.3dprintingmedia.network/nasa-mtc-future-collaboration/amp/
Glta
SGLB
Fraunhofer and Sigma Labs continues to work together on Additive Manufacturing Industry 4.0 program.
Confirmed by Meidenstein today.
https://www.iapt.fraunhofer.de/de/technologien.html
Oil and Gas industry...look up the size, understand even a small percentage of this industry would make Sigma Labs beyond significant.
Based on the immediate need and infrastructure of the oil and gas industry, it might even be more immediate than the aviation industry as a whole.
Although the aviation industry definitely has some near term timelines they promised to hit...but promises and necessities are two different things.
Oil and gas
Aerospace
DoD (USAF, NAVAIR, NASA)
UAV/Satellites/Outer Space (Aerojet Rocketdyne)
Automotive (F1/racing/high end applications)
Sigma Labs has targeted and acquired contracts in the fields that are spending the most in Additive Manufacturing.
And with the largest companies...
Interesting times ahead.
Glta
SGLB
While US and China battle over litigation of Technologies, securing more well written contracts will be much commonplace for American companies.
With Trump at the helm, setting tarrifs, or the threat of tarrifs on everyone, even China will have to comply if they want US business imported or exported
Big $$
https://www.ainonline.com/aviation-news/air-transport/2018-11-07/gkn-aerospace-samc-and-avic-signs-aerostructure-deal?amp
What are you missing
Plans to acquire more machines and also produce production parts for 3rd parties while they are not using the machine for themselves.
AM revolution.
Production parts
Verified.
Quality.
Standards
Additive Industries
With Sigma Labs inside.
Glta
SGLB
https://www.additivemanufacturing.media/articles/additive-manufacturing-sparks-f1-cars-to-victory
https://www.astm.org/MEETINGS/SYMPOSIAPROGRAMS/F42ID3548.pdf
See ya there.
Do DD.
Glta
SGLB
Short term moving average has nothing to do with the longevity of the company.
If I was a day trader, I would care, but Im not, so I don't
GE is currently going to court VS China company for infringement of US Technology.
Multiple US companies involved in this case,
Will be big news for Technology in the US depending how the ruling goes.
Interesting times
Do DD
Glta
SGLB
Even John rice uses the example of having a Microsoft computer and getting an alert that says your computer crashed, will you send us your information so we can figure out what happened.
everyone who has ever owned a computer knows that this happens on occasion and goes through this process.
That software is licensed to you in the computer.
Just as Sigma Labs software is licensed to the end user through the printer (in theory with direct OEM sales.)
However, when you're on your HP computer and your Microsoft operating system crashes, you still send the information to Microsoft, not to HP.
Microsoft then looks at the information debugs it and fixes the issue for not only you but all of the users of their operating system
HP doesn't have to do anything, unless it has to do with their Hardware, not the software.
So, Sigma Labs will still need to perform these advancing, debugging, and maintenance type tasks on the software, regardless of the licensee.
A licensee is not allowed by law to alter the software and continue to use it outside of the parameters of the contract.
no contract would allow a licensee to alter their software in any significant way and continue to use it, as it could compromise the value of their software.
So, unless Sigma Labs completely sells the patented technologies, they will still need to perform these duties as described above.
I would love to meet someone with a real MBA who would argue these undeniable facts and laws, as they are current and readily available, and determined in a court of law.
this is the difference between people who make up reality, and people who actually learn and understand reality.
stop making up your own reality when it is not the reality that the rest of us live in.
that makes you a crazy person, that makes you listen to the voices in your head that are inherently stupid.
Cite Microsoft v Apple 1994
Do DD.
Glta
SGLB.
You don't have to sell it all... Save the significant position and keep a percentage for trading purposes...
I've never completely sold out of Sigma labs.
But I do invest based on the price, because I know the true value of the company at the moment.
When that value Rises for no reason or drops for no reason I act accordingly.
I believe Warren Buffett does the same thing.
He speaks about the strategy often and many agree it might be the most effective strategy in the history of investing.
The key is understanding the valuation of a company or an asset.
How does one find and understand this valuation?
Due diligence
DD.
Do DD
Glta
SGLB
So a simple mention of sigma Labs is enough to get you excited, but a real contract with sigma Labs and major corporatations like Honeywell, Siemens, solar Turbines, Pratt and Whitney mean nothing....
Lol what a joke
Soembodys learning! Yay!!!
Someone else learned how to make money off of Sigma Labs without getting all angry about lol.
I don't understand how no one can understand why the price fluctuates and why and when it is a good time to buy and sell...
I've literally been screaming it from the rooftops and people get all angry when I call it out...
People don't like to see people succeed I guess, and also aren't even willing to learn from them
Here's to using DD to make $$.
Buy low, sell high.
Funny
And no that's not true at all, a licensee cannot alter the invention...
so any updates, debugging and otherwise would have to be done by Sigma Labs ie the creator of the Technology.
Soooo
Quality over quantity... Either way you're wrong again...
yeah but that's a far stretch from instantly going from licensing a brand new technology, we haven't even been able to prove that it works on a commercial level, and you want to think about licensing it...
maybe if they're actively showing that the early adopters able to do it on multiple printers that would be a possibility, but until that is proven I would think that licensing it's kind of a far stretch. A possibility but not probable, as opposed to continuing to build the company is more probable than suddenly making a licensing deal right out the gates
Lol! Too many variables my friend.
That's why I tell everyone to do due diligence.
each person can do their own calculation to determine what they "Believe" the technology will (eventually) be worth by all the knowledge we have readily available to us via the wonderful internet.
we can look at the total Market size of the additive manufacturing industry, we can look at the value of the software sector of the additive manufacturing industry, we can look at printer sales , we can look at the projected growth of all these individual markets and all these things to come up with a reasonable expectation of what this technology could eventually be valuated at if these projections continue, and meet the mark they are projected to hit.
since the market was willing to drive the value of Sigma Labs as a company down to approximately five million dollars very recently, they were willing to pay approximately $500,000 per employee and or a 2X cash valuation.... Both of which are fair for a start-up technology company.
when we are no longer considered a start-up by having multiple years of recurring revenue and no longer needing to raise funds via investor dollars and stock offerings,
The algorithm to determine our valuation will be calculated differently.
in the meantime as investors need to find that sweet spot between reality and potential.
This is again we're due diligence comes in handy
Those who have done the research to understand the software would probably be willing to put a higher potential than those who do not understand the software.
At the same time, those who have done due diligence need to understand they need to be realistic and need to look at what the market looks like currently and also what the additive manufacturing Market looks like currently.
the dollar price that we were around for quite some time recently I thought was a very great buying opportunity at this point in time.
When we very recently became overvalued at $2 , I think it was a very good opportunity for those to make some money.
Since no earnings were reported that sales were made or otherwise, I don't see why the jump from $1 to $2 even occurred, so it would make sense that the price will probably drift back down towards the dollar until something actually happens on the books with the company or news is reported.
Anytime a new variable gets added to the equation you must account for it
Do DD
Glta
SGLB
Yes.
Who's going to install all this software?
Who's going to maintain it?
Who's going to update it?
Who's going to de-bug it for each Customer when they have an issue?
If we are already traveling into Imagination land where it gets licensed and we magically sell a hundred units,
Who's going to install a hundred units, help the Customer to get the product working, answer any questions, etc, etc...
some burden will obviously be on the end user, but we still will need to service our customers in order to maintain their business.
Just like when you buy your Microsoft computer, you turn it on run whatever software is pre-installed, but when you run into an issue you have to call a service center to help.
with this technology being knew, it is still up in the air as to who will take care of this
with Sigma being a extremely tiny company with only a handful of employees, it is still up in the air as to who will service these first customers especially if they are in need of hundreds of units.
Perhaps these Customers already have the personnel to take care of this themselves, but that is an added expense that most customers probably aren't ready or aren't willing to take on themselves.
It's going to take time to get all of this done or negotiated, IMO
Glta
SGLB
None of the numbers I posted had anything to do with changing the number of outstanding shares..
I'm not sure what you're asking...
I was just showing how rediculous the original post numbers were...
People need to start doing math and getting reasonable expectations or they'll continue losing money and bashing the company bc they don't understand how to valuate a company.
Glta
SGLB
Until the Technology peaks and it's no longer growing...than the 2x is more applicable.
Either way...where does 50-100 Million recurring revenue and the infrastructure and personnel to make it all happen come from
Don't try to prove someone who was clearly wrong, as if they were at all correct...
Where as my statement was much more reasonable.
Good job on googling "valuation" lol
Wow...that would put the valuation at approximately $500 Million....
Where does recurring revenue of a minimum $250 million come from lol
Unbelievable how people just pick numbers out of the air and think they could happen without actually learning business and how to put proper numbers on companies..
Exactly why ppl bought in when Sigma was valued at over $100 million....
So laughable.
Do DD
Glta
SGLB
You're making an incorrect correlation between the Dawson target, and the stock price movement.
Dawson makes their targets based on the actual valuation of a company, which is based on sales, revenues, operating income, and a plethora of other variables.
Their $2 target is based on the company changing in value permanently, not a random PPS fluctuation based in no actual revenues or otherwise.
Don't get all excited lol.
PPS means nothing without the revenues to back it up...bc when they don't show up, GE happens....
Missed revenues send stocks shooting straight down.
Considering this movement has been based on no actual revenues,
It can be taken away just as quick as it was given
Enjoy it, bask in it's glory,
Be smart, do what you have to.
Do DD
Glta
SGLB
Less than a million shares traded, approximately ~6% being "big moves"
So ~60,000-70,000 shares both on the buy side and the sell side correlates to a hedge fund buying in big?
I agree the positive movement as of late could easily correlate to an entity or group of investors moving in, but I don't think it all happened today, nor do I think the movement just today would quantify that assumption.
Plenty of opportunity to feast...
Be smart.
Do DD
Never could do that lol.
Why trust an unknown stranger with an unknown level of intelligence... dangerous game.
Gotta get revenues to back up the valuation.
Those big guys will see 4M cash with no revenues with a valuation of 15million.
They'll short it right back down where it belongs.
The Technology is valuable, which makes purchasing lower an easy decision.
Oh Lord lol.
Overvalued until revenues get posted.
Low cash, low Revenue, great Technology.
Always gotta buy and sell based on current valuation, not what we know it could be.
Right now, it's almost 2x valuation from just a few weeks ago, with no substantial financial news.
May hold, may not.
Can't rely on investors.
Only rely on numbers....they never lie.
Pulling the plug out of the dam
rhetoric for the past 5 years has been that the company was failing, ever since saw initial investment dwindle because miscalculated the valuation on the company of the time.
That was a mistake, yet criticized the company for years.
If one truly understood the company and the software, would have foreseen all of the events leading up to when they eventually become profitable. the fact that continuously predicted that the company would fail shows that did not understand or you still do not understand the company or the technology.
Even if originally began pumping the company and then lost your faith for whatever reason, changing of position from one extreme to the other does that make any sense.
If were unhappy with the company's revenues now, would have definitely been unhappy with the company's revenues when they were much less and only in consulting services and not even in the sale of the software through early adopter programs or otherwise.
so that theory goes out the window as well.
stance with this company has not been based on anything besides the action of the stock price.
If one understood anything about the software or the industry or the market or the company, wouldn't have to change positions from day to day based on a slight market fluctuation in the pps.
Perhaps it makes more sense to DD and stand on one solid foundation.
But, to each his own.
I'll check back in a month or so to see how feel about the technology,
even though it will only continue to advance, and theory for the past 5 years will be even more laughable....if that were possible.
Do DD.
Glta
SGLB
That's exactly my point.
all the doubters have been saying that the software is failing and that is what is causing the company not to gain revenues.
as we've seen through various third-party studies and multi-billion-dollar companies continuing to sign and utilize the software whether it is for testing or not, there have been more and more activity in both development and adopting of our software
So all the people who have been saying the software is failing have been absolutely wrong
whereas the people who have been doing due diligence have been saying the software is doing just fine have been right.
That being said, it is more likely that the company will be profitable, as opposed to not. Which makes the people who do due diligence more correct than the people who do not.
So, if and when the company starts posting revenues directly from their software, which is undoubtedly more probable than the opposite, the doubters will be absolutely false whereas the people who have done due diligence will have been correct all along.
The argument that the software is failing will not hold water when the company is making money off of that software, which is becoming more and more apparent that that is the most probable outcome at this point.
except I actually have evidence that the company has been continuing to advance its software, and that is solidified by the more and more companies that are adopting and signing contracts with Sigma Labs software.
There is exponentially more evidence of the software continuing to advance and more and more companies continuing to sign contracts than the opposite.
This is not the pot calling the kettle black, this is showing why there is more evidence in favor of my theory as opposed to the other.
the supposed evidence that the lack of revenues directly correlates to the advancement of the software and the success of the company and its current form, is lackluster evidence at best.
The industry is still in its infancy, metal am only accounted for 88 million dollars in end-user parts last year.
10% of that market would put us out of 8.8 million dollar valuation, however based on the powder Sales & Metal am printer sales, that market is expected and probable to exponentially increase over the next few years.
so, the sale of increased printers and increased power would make it highly probable that metal a.m. activity will increase in general.
if that activity increases as projected, the market increases, which increases the probability that Sigma labs will be profitable, based on the fact of how many contracts they have in hand with the most active companies, who also happens to be multibillion-dollar operations across the globe
this industry is in its infancy, the company is continuing to Advantage software, and has contracts with the largest players in the additive manufacturing industry.
everything is literally going according to plan yet those who lost money because they bet in while the company was overvalued and under developed, are all causing additional questions to the success of the software and the company because of their mistakes not the company's mistakes, but their mistakes and that is absolutely wrong and immoral.
To be truly objective one could easily see the successes of the development of the technology far outweigh the opposing.
Stop making up bad theories with bad evidence and start doing due diligence.
So the ongoing sentiment that Sigma is failing, has been proven wrong over and over again with continued advancing of the software, contracts with larger and larger entities, literally the largest in the industry, including multiple factions of the DoD.
The ppl who do DD, understand the software, the future softwares (in development) the direction of the company, the direction of the Industry, also understand the current value of the company, as well as the potential value of the company.
This was true before the release of any news of Printrite 4.0 (no hardware in printer, multiple printer connectivity), or a Closed Loop solution, because those who study the intricacies of the software and Industry and company, listened, read, and understood this was the next step. Of course no one (besides those involved with the company) really knows the exact level of development or timeframe of when these will be released...but those who read and understand the most recent studies and Industry developments, understand what Sigma is capable of.
Those who DO NOT do DD and don't understand the software, Technology, or industry, are the same people who are constantly shocked and amazed at news and expect the moon every quarter.
Those are the same ppl who bought in on a wing and a prayer in 2013 and wonder why this startup didn't make them a millionaire yet.
It's ridiculous thinking.
Who else do you want in the EAP??
Aerojet
Pratt
Woodward
Siemens
Honeywell
Solar Turbines??
Are these not enough major players who are literally at the forefront of the Industry in terms of commercial Additive Manufacturing??
Additive Industries
Trumpf
Installed of EOS and Concept Laser machines....
Global footprint including Germany, UK, US... some of the largest markets in the world for AM...
Almost everyone has come to understand the risks and time involved in investing in a startup....
Just a few are left...
You can't claim that the company and the software doesn't work and is failing for years and years, until suddenly it is not failing and suddenly your position changes.
Those who understand the science understand the value of the company.
those who do not understand the science think that the company is failing and cry quarter after quarter when they don't see millions of dollars coming in.
It makes absolutely no sense.
If you want a immediate return-on-investment go invest in a high-yield stock or mutual fund
if you are invested in a startup company you don't get to sit on this board and say that the company is failing when that is just simply not true.
Take a business 101 course and stop wasting your time on this blog.
It's literally sad to watch how fruitless and meaningless people's time is spent here when they could be educating themselves.
Glta
SGLB
Fair enough....but the argument seems to hold less water the further and further we go down the road.
Based on probability, it is far more likely the people who have done the most DD that shows the company has a very valuable product, will be correct.
Those who have don't seem to understand the product, the market, the Industry, the company, or any other variable, are far less likely to be correct that the company will not be profitable.
Those who have been bashing for years, will turn to cheerleaders...but that's not how science works.
You can't claim something is dead, just because it appears to be.
Because when it is determined it was just sleeping, those who claimed it was dead will have been so wrong.
So this sentiment that the company failed for so long, is completely wrong.
They weren't failing, they were developing a product...
Based on the action so far, it is becoming clear that more than just a handful of angel investors are excited about the product and what it means to the Additive manufacturing industry.