Tuesday, November 08, 2016 6:18:07 AM
I guess it boils to me being stubborn!
I like the promise and potential of metal A-M and think ARCAM could be huge. I think GE will accept less than 100% control but I also don't think they'll let investment driven parties (Elliot, Goldman) make them overpay for let's face it an unproven company (And I don't mean the machines don't work but in the sense can this technology plus underlying support really transform manufacturing in the short to medium term and is it ARCAM that will deliver it). GE are putting their money on them and I'd like to string along for the ride. Ultimately GE wants this to be successful and if it is us small shareholders will benefit. As I said previously if they continue to be listed ARCAM (not GE) will continue to have obligations to its shareholders - it is not a subsidiary. Of course GE could do all sorts of shady accounting/asset stripping/board manipulation but is that likely - I personally think that the risk is low in general and close to zero for GE.
Elliot and GS could of course negotiate to sell their shares directly to GE later on if the value goes up after the 6 month period but it doesn't make sense to me why they would.
I like looking for the simplest reason and itt's just possible that because GE is now backing ARCAM that's why those 2 are onboard - they may have been stalking the budding A-M space and they now think they know the likely winner? All idle speculation of course
I like the promise and potential of metal A-M and think ARCAM could be huge. I think GE will accept less than 100% control but I also don't think they'll let investment driven parties (Elliot, Goldman) make them overpay for let's face it an unproven company (And I don't mean the machines don't work but in the sense can this technology plus underlying support really transform manufacturing in the short to medium term and is it ARCAM that will deliver it). GE are putting their money on them and I'd like to string along for the ride. Ultimately GE wants this to be successful and if it is us small shareholders will benefit. As I said previously if they continue to be listed ARCAM (not GE) will continue to have obligations to its shareholders - it is not a subsidiary. Of course GE could do all sorts of shady accounting/asset stripping/board manipulation but is that likely - I personally think that the risk is low in general and close to zero for GE.
Elliot and GS could of course negotiate to sell their shares directly to GE later on if the value goes up after the 6 month period but it doesn't make sense to me why they would.
I like looking for the simplest reason and itt's just possible that because GE is now backing ARCAM that's why those 2 are onboard - they may have been stalking the budding A-M space and they now think they know the likely winner? All idle speculation of course
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