Friday, March 18, 2016 2:43:07 PM
Prior to the conference call and the reverse split, we all knew the current public knowledge concerning the company. It was looking pretty darn good then. It was a bullish story and profitability was on the horizon.
Somewhere in the past four hundred posts here, there were a few saying that we learned nothing new in the conference call. It was the same ole story, bla, bla, bla. The stock is doomed....
Well you must have known a hell of a lot more than I did. I never knew that the proof of compatibility with Materialise was successful and completed. And that integration is beginning.
I never knew that GE and Honeywell revenue streams continue even when the DARPA program ends.
I never knew that Dr. Dave was still in his traditional role with SGLB.
I never knew that the contract manufacturing/Arete business line has already generated revenue and is ramping up significantly in 2016, with significant 2106 revenue contributions expected.
I never knew that the in-situ sensor based systems being touted by the printer manufacturers were un-actionable systems that are not real competition for PR3D.
I never new that the OEM and Partner program has many parties in the pipe line that are actually in the negotiation stage of sales completion.
I never knew that even if not a single additional dollar of revenue comes in in 2016, that SGLB has the horses to get through all of 2016 yet.
I never knew that SGLB was very much neck deep in ICME structure development.
I never knew, for sure, that the reverse split was part of the actual commencement of the up-list project.
I never knew that a typical sale has both a hardware and a software revenue income, followed by recurring software maintenance revenue of 22%.
In fact, I did not hear one single piece of information that was negative during the conference call. It was 100% good news.
And now we find ourselves in a world where there are only 7,500,000 shares authorized, 6,230,000 shares outstanding, and under 5,000,000 shares in the float. All of the math remains the same. Period. SGLB was a buy at $.05 before. And now the story is even better than before. It is a buy now at $5.00 too. But all the screaming penny people see is that their 75K or 150K shares are now 750 and 1500 shares, and they don't see the rest of the picture.
There is not another 3D print space company that has as tight a share count in the float or outstanding. Very soon we are going to be somewhere between XONE and ARCAM for numbers. XONE has 16 million shares outstanding, operating profit of -68.7%, an EPS of -$2.21, a market cap of $177 million, and a share price of $11.10.
SGLB's story and potential far exceeds XONE's.
ARCAM has 21 million shares outstanding, operating profit of +8.73%, EPS of +.14, a market cap of $475 million, and a share price of $23.00.
Now, what is SGLB going to look like with production contracts from GE, Honeywell, Rocketdyne, and who knows what other OEM/Partner pipeline deals, contract manufacturing, integration with Concept Laser, Materialise, Trumpf, Additive Industries, and 3DSIM.
It will be a damn sight different from the 'sky-is-falling' mentality that I have seen over the past two days.
You cannot argue with the math. If the market prices SGLB even mid-way between ARCAM and XONE, that is $326 million. That will yield a share price, at 6,230,000 shares outstanding, of $52.33 per share. That is just how tight our share structure is now. And it damn well can happen. I will predict here, right now, that we will see a future forward stock split. But not for a good long time yet.
All the best,
Silversmith
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