Thank you all for the great ride with Arcam. And like many others, I want to give special thanks to Charlie for all the great content delivered to this board. Here are my thoughts on some companies that I invest in or have invested in recently:
SLM solutions
It is one of the few publicly traded companies in the metal 3D printing space. It has proven its technology through impressive sales and contracts. I think that SLM solutions is a rare and very interesting company to GE competitors, or anyone interested in the metal 3D printing space. I bought in after GE's takeover bid fell through and the price dropped back to 29Euros, and I recently added a bit more at 42.5Euros.
GE
I bought in mid november at 17.9USD, at what I hope to turn out to be a bargain price in the long run. GE is a huge company (as Trump would put it), and it has a lot of stuff going on. Arcam is currently a very small part of all this, and therefore an investment in GE is in no way viable as a followup investment to replace a holding in Arcam. I see SLM Solutions as a much more direct followup to my investment in Arcam.
Pyrogenesis
I recently sold pyrogenesis with a nice profit after holding it for years with big losses. I dont feel comfortable tying up money for years in a similar situation in pyrogenesis again if that were to happen, so Im out of that one. Also, the metal powder part of their business is the only part I like, and its a small part of the business and therefore not a pure AM play or anywhere near that.
AI
