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Re: charlie T colton post# 2134

Friday, 03/13/2015 1:08:56 PM

Friday, March 13, 2015 1:08:56 PM

Post# of 6624
I wonder if it was Avio who customized the printer or whether Arcam is able and willing to do so. Increased insulation seems like a relatively easy fix. It's something that works both ways, allowing higher box temps with less energy input, but also slowing down the cooling process. Which generally produces a better. more stress relieved metal product. But it also adds to the production time.

I also note that Avio used an "old" A2 not the newer machines they presumably have.

I am looking forward to the introduction of new Arcam machines. The next generation should begin to integrate some of the technology of fastEBM. But since it normally takes 5 to 8 years to go from lab to production it will be a while before most of these improvements show up. Management stating that a 5X improvement is "easy" sticks in my mind..Especially since that estimate from management did not include the other research projects (all paid for by somebody else) under way but not completed yet.

I see AMAVF as having the potential of a 10 bagger over the next decade. But I t have no idea whether the price of the stock will be lower before it goes higher. At today's P/E it still hasn't reached bargain basement prices. It is languishing deep in the "valley of despair" . Linked to all the other 3DP stocks.

Charlie, your posts have been great, finding lots of links that I missed. So thank you too.

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