KMey,
In regard to your email of yesterday, copied below... yes, it's understandable that MC could not comment on the merger possibility. I'm wondering your thoughts though, as a matter of speculation...because you say MC emphasized that, "...their main business model is the licensing of their various software as it has the highest margins..." Wondering if you think this may mean that they are re-thinking the merger and looking to continue to expand working together w/o necessarily buying the other firm/s? (ie, if he is more excited about the prospect of margins from future software sales, and wants to direct, or redirect investor enthusiasm there, relatively more than a focus on the income prospects associated with part manufacturing.
I suppose I'm wrapping in somebody's catch on the board of last week about the removal of the March presentation that regarded the merger, from Sigma's website.
All just speculation...and we can't know until we know, I know! Appreciate your thoughts. And thank you again for your attendance at Rapid.
"Mark obviously couldn't comment on merger or acquisition structuring. What he did stress is that it makes sense for the companies to work together to provide an entire suite for end users.
Couldn't comment on level 3 or Jaguar, same response.
He stressed their main business model is the licensing of their various software as it has the highest margins.
Mentioned contracts coming up for recurring licensing fees near term...couldn't disclose when or price obviously.
Again, as I've continued to find at these events, is no one has an in process inspection of a technology as advanced (if at all) as sigma labs does.
They are still light-years ahead with their complex hardware/software combination along with IIOT capabilities. (Pending Materialise information, but Mark and Ron didn't seem worried about inspector at all)
Also, solar turbine and catepillar are currently doing large production runs of equipment, they just haven't been using an inspection technology until now. They have several machines and expanding.
Several new companies popping up starting with 3 or more printers and no inspection technologies. As the industry matures, they will see the value of ipqa.
Glta, will be at rapid tmrw as well."
AI
