Voxeljet AG (VJET)

[dbbogey87]

I take it you were following the 3-D blow up in 2013 and early 2014, followed by the epic down turn?

In a nutshell the analyst forecasts were way out of proportion for what the businesses were capable of producing, compounded by the high multiples all these stocks (SSYS, DDD, XONE, VJET) all of them were trading at crazy P/E's.

My opinion here's what has changed: These companies are another year older to feel out their 3-D market share and where each niche lies. Analyst forecasts will be more grounded in reality. Xone and Vjet are getting revenue in from the service side of their business which is under the radar right now IMO. Xone (sorry I know this is a vjet forum) consolidated their service centers into one therefore eliminating higher SG & A expenses.

I just think it's time for a turnaround on these 3D's, they've been shorted to the bone and anything positive in these earnings calls could light the spark. This bounced off of $7.17 and wants to come back. I admittedly sold into the rally but I"m looking for a spot to go long before their next earnings call.

Disclaimer, I'm not an engineer but would like to study the actual components of each company's 3-D printing to better understand it because I"m clueless in that aspect.