Sigma Labs Inc (SASI)

[RiskReward1]

All, Below I've pasted a link to 3DSim's website. Their sales model appears to be subscription based. This page details the subscription options for their existing product -- the existing version that precedes "FLEX." Flex, which per the PR report that we read detailing the link to Sigma, is due to be released in 2018. March was it? Anyway, it's FLEX that includes a module that makes adding PrintRite as an option, possible... Assuming I have that correct.

I'm speculating that Sigma's management may determine that the best opportunity to move traditional sales along... that is, to move beyond the Beta contracts that Sigma has a history of entering into, which have provided less of a revenue stream than we all of course hope is forthcoming, that they may find they should switch to a subscription model. Of course this is speculation....

Anyway, let's put our heads together and analyze this. Note the "unlimited users" indication on 3DSim's site. Does this mean that a company which has several 3d printers, perhaps purchased from multiple OEM's can use just one subscription or download of this software across an entire company or large division? Is this software that operates remotely and disconnected from the AM printers themselves?

With respect to PrintRite, -- if Sigma is to try a subscription model -- would PrintRite lend itself to being limited to usage on a single AM printer in order to be able to sell several subscriptions for use within the same division/firm?

Also, am I understanding correctly, at least in regard to 3DSIM's existing product that this 1k - 2k per month deal represents the revenue structure per customer of theirs?

It seems, if that is the case, that a large company like Ansys, who we've recently learned purchased 3DSIM, their mgmt would have to be of the thinking that they could really sell a volume of subscriptions and that the recurring revenue stream would be expected to run for a good long while.

Appreciate thoughts from All.







https://simulation.3dsim.com/signup