Arcam AB fka AMAVF

[mauser96]

I don't think LEAP makes much difference to Arcam in the longer run, say 4 to 6 years. They are making money withoutL EAP and the EBM technology will be improved.
The fates that EBM can do things (complexity is free) and with materials(Titanium aluminide) that can not be done any other way.

A friend had a recent hip replacement. The titanium implants were chosen from several on hand, probably not an exact fit They are not custom made.. The part of the implant roughed up to allow bone regrowth was laughably poor compared to what could be made by EBM. The femoral implant was solid when hollow structures are stronger and lighter- there is a reason the weight bearing part of our bones is a tube shape
EBM implants would be much better.


Stocks prices fluctuate for reasons unconnected to the company itself. Look what the present market correction is doing to AMAVF. Sometimes within the above next 3 to 5 years we will have a full fledged bear market.Today these events are interconnected, all stock markets domestic and foreign will fall. And AMAVF will be cheaper.

Even weakness Swedish currency won't matter much because it lowers there production costs. Almost every country in the world is engaged in this race to the bottom against the US dollar. While the weak Swedish currency helps them sell machines cheaper it also means raw materials from abroad cost more. When lots of machines are out there raw materials (powdered titanium) will be an ever more important profit source . Especially since I expect Arcam to improve the technology and quality of the powder- the existing cartel will not innovate, they are mainly interested in sales for use in paints etc. AM is a small market.

Long term I doubt if Arcam will stay Swedish since Sweden is too far from markets..