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I’ll be giving it until the AM market stops talking about how we are still in an emerging markets infancy - that is when it has a handle on how to roll out production lines and manufacturing has been transformed from existing traditional methods. You think that happens inside 3 years?
What makes you think an emerging industry, not yet transitioned to the point of serial production, is no longer an emerging industry? There’s just no logic in that thinking?
I would go as far as to say you are also wrong. This is not a product or a management issue - this is an emerging industry issue. Timing is at play.
Probably changing tactics now it’s been called out.
HP? Don’t make me laugh! That 800pound gorilla has been threatening to produce a DDD killer machine since early 2015. Still waiting! If they can’t produce quality 2D printers, what hope do they have in AM?
You did buy, a matter of months ago.
Yep! So transparent isn't it. Always circling above like birds of prey, then they swoop in to create as much carnage as possible.
Yet nothing about how much the order is worth? Until revenue hits the books, be wary. I've seen Zecotek release this sort of news before that never eventuated to anything. I'm a holder, but a realist.
The stagnant industry/hesitation is another reason why I don't see profitability until at least late next year. Revenue will trickle in though.
On the merger front, businesses know they don't have to rollout their own AM line to be the most successful. Here's where SGLB's merger will benefit. Think of Big Data's movement! Companies often outsourced the architecture for their own data requirements as it wasn't about spending big and having the best internal Big Data architecture. It was about being the best at leveraging it though for what it could offer. At least until they knew A. More about the technology, and B. How it will fit best within the company. This was a much more cost effective route. I think AM is similar.
SGLB will be its own beast, not needing the GE's to prove their worth.
Go SGLB!
So because I've posted on a handful of stocks, you've assumed I'm not diversified. I have not posted on or even followed this board for stocks I've owned. Not to mention, this is a US business focused forum.
"...not being sensibly diversified was his Noob error."
I was/am heavily diversified across two exchanges. So that's quite an accusation. Just because I'm not on all boards on this forum means zilch! And I've timed and sold perfectly on a couple - AMBA being my biggest multibagger.
"We simply attempt to be fearful when others are greedy and to be greedy only when others are fearful.
Someone's sitting in the shade today because someone planted a tree a long time ago." - My mate Warren B
I bought at about $35 and watched it go to $90 before thinking I was going to sell, but then got greedy thinking it will go higher and stay. I was a noob. Never again will I make that mistake.
Ditto
Now that's a prediction I can hope will come true. I'd also like to be invited to the inaugural industry partners vs investors golf weekender.
Yeah, so, I'm not seeing the 'surpass soon' aspect, might be just me though. Your predictions are made and noted, good luck!
Anyone else care to lay some predictions down?
Cheers wick, based on what though? Can you please link the reports/analysis showing what has helped you come to that conclusion if linking is easier?
And also, does 'surpass soon' mean from their patent application, which I thought was cancelled out by SGLB's one day prior application? If it doesn't, what technology and does it take into account the years of testing? Or are you saying they are bypassing that based on their work with SGLB?
Not after any JMHO. I want to know why based on research... after all, forums are made for sharing. :)
Cheers
Does anyone have any educated predictions they care to offer? I'm sure we will be here still in 5 years time to look back and see who is closest.
Whilst not educated, I still believe our first profitable quarter won't be until Q4 of 2018, based on >12 months of successful testing under PR2.0. By then America Makes and the DARPA program will obviously be further understood and will support the SGLB package adoption.
I'm also placing my bets that SGLB holds the golden ticket and is on the right path to close the gaps between current state and in situ build correction by the end of 2020 - but requires oem software development/partnerships (oem specific) to compliment and I don't think the industry will see a production ready solution for in situ correction testing until at Least 2025. I don't think it will take too much longer as I believe the PR software package development is mature enough to support incremental development, which will allow greater resources to focus on in situ capabilities.
He should never have been on the BOD to start with. If he can't provide value to Lomiko, what hope did he have for GGG.
They are trolling, just ignore them.
I think assumption is the mother of all F' ups.
But when I see Rice's face, and see his bio, I think this is only positive for SGLB's growth. We all knew we needed a focused CEO. The negative posts about MC and the merger also point towards this being positive for SGLB and investors. As per Dads post, correcting before things because too far gone is what could be happening. The merger is important, but the tech development is critical. The restructure makes logical sense to me.
CC is just around the corner and nothing is going to change between now and then. Let's get answers rather than assuming.
For sure!
I believe a lot of folks are on the sidelines waiting with their cash to buy/dip back in or average down. But the start of any run will be shot through the roof because of this. It's just where everyone is at, at the moment. I'm too much of a small time investor to think about pumping in more then I already have, with all the doubt offsetting the original SGLB investment thesis. But if I wasn't currently buying a house here in Sydney I'd definitely have the basketballs to be averaging down more as we get to year end (I have no dependencies).
Great read and I agree.
I do also think Alan is right that MC has over promised. Perhaps enthusiastically. If he just kept it real with some of his comments, and actions (early split), he'd be stepping down with much more praise then what he's getting.
He's done great for SGLB - we have a lot to be thankful for. Unfortunately we also have a few things to cringe at. It is what it is.
http://www.3ders.org/articles/20170721-3d-printing-news-roundup-sigma-labs-perfected3d-dremel-airwolf-3d-cp-glass-china-xd-plastics.html
"Sigma Labs patents Multi-Sensor Quality Inference and Control system for 3D printing processes
...
Mark Cola, CEO of Sigma Labs stated, “We are at the forefront of a new era in additive manufacturing and are very pleased to announce the publication of this patent which evidences our leadership in real time process control capabilities. Crucial to our continued growth and emerging market leadership is securing our intellectual property portfolio. The publication of this patent application further serves these goals.”
That's why i have done since the splits. I actually have put in more $ post split, so now my average is $6. I first bought in 2014 (from memory).
Lol sorry. 800 pound is the phrase. We work in KGs here but I really wasn't thinking.
Laughing at the metaphors.
I've hinted at this before, waving from a distance despite this relationship being over. To me it shows commercial war and we have just regained the front by flanking in the open.
I'm happy to see MC showing he does have the cajones to protect SGLB in the face of a ten pound gorilla!
I'm still a believer and ever since MC shrugged off GE in a subtlety disgruntled way at the CC a few quarters back, knew something bad had happened. It was written on the wall. So PrintR needs to evolve more - big woop. What we have, including the patents, is nothing short of a dry moat.
Read the disclosure - paid for article by Lomiko. It's a fluff/marketing piece. Yawn.
"But they don't really have a product at all, never mind "improving" on it, at least a product that companies actually buy, that they might want to see improved in particular ways.
Don't you guys find it kind of weird to be discussing improvements and next generations, also new areas could get into when they don't have a single significant recurring revenue customer idk? "
Like I said, stick to blue chips. What you are seeing is typical in a new growth industry. Look to the many posts here about our contracts. Everything is moving along nicely.
I'm of the belief that it's Volkswagen but I cannot remember how I came of that. Pretty big if executed. I just want to start seeing $$$ hit the bank for either the 3D or the crystals.
Great to see, let's see more hitting the books. EOM
Don't be alarmed, negative opinion based posts are probably from those shorting the stock. Why else are they here? Trolling for fun? It's a battleground and this forum has turned into that place the bears run free and cash out. Weed out the logical negative statements for caution, confirm with DD.
Hold fast my fellow Sigmatics, the posts in 2018 and beyond will be a different story.
In the short term.
Anyone can store data. A pooling of data can offer insights not yet realised (that can be sold back to clients or industry bodies). It's actually a good business model which doesn't say it's another revenue stream that increases opex to manage (deviating from the core business model), but being more efficient and maximising ROI from something you already have. Not only that, a pooling of data offers software and those algorithms greater points to use. It's not the storing, it's the leverage we get when not segregated.
Anyway, blown left field. But still good to understand considering data is the base for which our software works (and develops).
Yes that makes sense, cheers.
So clients ensure they have storage capacity to manage their own cloud and IIOT linkages (a non issue I think), or buy storage capacity/access via a service (Amazon). I guess there wouldn't be an opportunity for SGLB to offer that service too because it would mainly be for smaller clients who may have smaller production runs which means less data capture needs. Thus being more cost effective to build in house then to pay SGLB to store.
Which makes this complete offering and joint team up with Morph et al all the more important - to build upon their own data to leverage in future R&D, reporting etc.
My point is, there are additional revenue streams untapped that people are not seeing. Especially in such a young industry. Data and Analytical insights is golden beyond the primary objective. My last employer was Aon: a global broking, Risk and Analytics house. You will be amazed how much money will made by having access to so much client data which we analysed and sold back (desensitised of course) to the insurance industry.
Many thanks Kmey
When clients purchase and rollout into production, I thought I understood that new data captured would go towards that database as well? What would that look like - will it become a siloed affair between clients who would keep that new data to themselves, or does it all feed back to one location built into SGLB's software?
I think I have to go back and do some reading up on how this may look. Sorry
I agree, it is great. And one day a potential additional revenue stream to SGLB if they ever decide to offer a solution to those that can't store the data on their own cloud, or by licensing something from the big boys (amazon et al.)
The cloud is just a server somewhere. Have that server and storage at SGLB allows SGLB to sell the access, plus I'd imagine allows them access to data and certain desensitised IP they could leverage into additional R&D.
I'm not clear if clients can share the data our suite stores for qualification, imagine this would not be desirable for competitor safeguard reasons.
Anyway, one step at a time.
Lol if they were there full time, you think you'd get through? Probably racking up in the toilets with the receptionist.
You'd be asked of the nature of the call and CFO would get back to you.
I get your point, let's see how Murray handles the demand when we explode.
I thought Amanda was also meant to help on the financial (as well as ops) side. If so Murray probably is mostly managing the general ledger which once setup correctly, can be relatively simple to manage. Just my thoughts. But I agree that this is normal in smaller growth companies.
Thing is PISD, you had once thought many things were absurd but you swung on that pendulum and found those things not absurd before buying stock. When you had stock things were very different, to the moon!
Now it's back to being absurd.
I think it could be a possibility even though I also think GE is out (I had also emailed SGLB asking quite some time ago but never got a reply). Truth is, we will be the first of the last to know.