Arcam AB fka AMAVF

[mauser96]

Sell all or sell part now and wait for the rest?

3 main possibilities

1) deal with GE goes through, arbitrage should raise ADR price somewhat to keep up with Swedish stock
2) other companies like Pratt and Whitey wake up to fact that they will have to come begging to GE for any 3DP of titanium parts. GE resources should "commercialize' EBM faster and the Arcam patents are very solid and those that turn it from theory to reality have years to run.
3) the EU does some sort of blockage trying to keep the AM tech in the EU. There is not a lot of real innovation in the EU so they hate to lose their investment. By definition EBM is a monopoly at this time.

Me, I sold most today (bird in the hand stuff) but still undecided about the rest. The EU does worry me. Or even US regulators.