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Friday, September 30, 2016 9:06:11 AM
Why ARCM is worth > SEK600 to me
A lot more. The operative words are "to me".
Making things and making things work better is and has been my life's work. I heard about 3d printing and was immediately hooked. I'd didn't need an advanced market analysis to tell me what possibilities existed with the technology - the ideas for uses kept racing through. Reading Carl Bass' article The past, present and future of 3-D printing - August 24, 2011 fueled the fire even more. While studying Tuan TramPham's matrix (Infographic: 3D Printing explained - Aug 10, 2012), I came to the realization that it wasn't only the inventors and industry that were going to open new fields of business, but that some of the printer manufacturers would succeed and make money. Some, a lot of money. Arcam easily rose above the rest as a company with a great future.
I've been buying shares in lots big and small since then. I've never doubted the promise that Arcam's technology held not only for additive manufacturing, but manufacturing as a whole.
I believed early on what Dave Joyce and Jeff Immelt recently told the General Electric investors (General Electric Co Conference Call to Discuss Acquisition of Arcam AB and SLM Solutions Group AG.
Dave Joyce - "We see this market and we're not alone. I would say that all the analysts that really follow additive see this on the precipice of a big trajectory, and I can tell you just from our use case within the Aerospace business we couldn't agree more."
Jeff Immelt - "And I would say the backdrop to all this is an equipment market anyhow that's growing in excess of 20% to 30% a year. So there's a ton of opportunity out there."
Those quotes aren't the reason for my expectation that Arcam will grow and grow BIG. They're an acknowledgement from (dare I say) titans of industry today.
My projections for the share price fall somewhere in this range over this timeline. I'm not alone here. I used the closing share price of SEK 186.00 on September 5th as the starting point. Keep in mind that I'm a buy and hold investor. I seek the best and watch how the companies grow over time.
Thank you Tuan!
Again, I'm not shouting.
A lot more. The operative words are "to me".
Making things and making things work better is and has been my life's work. I heard about 3d printing and was immediately hooked. I'd didn't need an advanced market analysis to tell me what possibilities existed with the technology - the ideas for uses kept racing through. Reading Carl Bass' article The past, present and future of 3-D printing - August 24, 2011 fueled the fire even more. While studying Tuan TramPham's matrix (Infographic: 3D Printing explained - Aug 10, 2012), I came to the realization that it wasn't only the inventors and industry that were going to open new fields of business, but that some of the printer manufacturers would succeed and make money. Some, a lot of money. Arcam easily rose above the rest as a company with a great future.
I've been buying shares in lots big and small since then. I've never doubted the promise that Arcam's technology held not only for additive manufacturing, but manufacturing as a whole.
I believed early on what Dave Joyce and Jeff Immelt recently told the General Electric investors (General Electric Co Conference Call to Discuss Acquisition of Arcam AB and SLM Solutions Group AG.
Dave Joyce - "We see this market and we're not alone. I would say that all the analysts that really follow additive see this on the precipice of a big trajectory, and I can tell you just from our use case within the Aerospace business we couldn't agree more."
Jeff Immelt - "And I would say the backdrop to all this is an equipment market anyhow that's growing in excess of 20% to 30% a year. So there's a ton of opportunity out there."
Those quotes aren't the reason for my expectation that Arcam will grow and grow BIG. They're an acknowledgement from (dare I say) titans of industry today.
My projections for the share price fall somewhere in this range over this timeline. I'm not alone here. I used the closing share price of SEK 186.00 on September 5th as the starting point. Keep in mind that I'm a buy and hold investor. I seek the best and watch how the companies grow over time.
Thank you Tuan!
Again, I'm not shouting.
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