Sailor, I may be missing something, but again I don't see the substance behind your shout.
Where is all the EBM promotion????? As everyone knows I'm bullish on Arcam but like I rebutted the zealous bears I must take umbrage with the unsupported bulls, like those shouting that GE should pay 70 to 90 pps. The post you responded to had nothing promoting EBM and while I've seen a few posts containing articles referencing EBM, most merely mention generic 3d info or simply conceptual info. If you have seen a lot of specific EBM promotions, i'd love to see them.
On the sales issue. I know you posted that GE had made a lot of unannounced buys. But I must confess I doubt that. Especially since GE has not even taken delivery on what they bought. More importantly, besides some abstract comments on EBM, as far as I know the only part contemplated for volume production is the blades and then only a few of the blades. I don't know of any other part contemplated for production. Even more significantly, from a lack of promotion aspect and sales potential, I know some other final users are exploring and experimenting with EBM but haven't head them commit to any EBM part. Have you?????
So I hope you add a lot of shares, i'd love to see the pps reaction. But as far as mass promotion and potential sales, I'd love to see the basis of your shouts. Hope you are right, but I don't see it.
To respond to another of you predictions, I don't see any evidence of ultimate users going to same day part delivery with mass manufacturing facilities located around end uses. Because of the cost of the machines, and the need for trained personnel, for years, manufacturing will be done in centralized locations and shipped to end uses like now. Because of improved delivery, most parts can be sent within 2 days and maybe sooner. Also most aircraft maintenance is done on a schedule and can be accomplished by having a plane flown close to a part provider. Even FAA maintenance mandates usually give a few days lead time so that the plane can be flown to the part provider. Remember Sailor its not just the software that is needed. You need the hardware, the trained personnel and some quality control expertise to satisfy FAA requirements. A nice concept, i.e. immediate delivery, but does not necessarily support your concept of many diversely located part providers.
Lastly, on the sales prediction. I hope you are right but predict that year over year sales will be down in q4 as they have been every quarter in 2016.. Remember, no other aviation buyer has committed to bulk sales and ge has not taken delivery on what it bought last December and will not begin volume until 2018 or after. But then there are all those unannounced sales.
