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Wednesday, 01/03/2018 1:25:18 AM

Wednesday, January 03, 2018 1:25:18 AM

Post# of 6624
Thanks Charlie, but now the wilderness.

Charlie Colton, thanks for a most enjoyable journey into this investment, but now it seems I'm cast out into the wilderness. I kinda like investments with little downside like Arcam.

As much as I like GE's investment in 3D, so much so that I am invested, this will be a year of restructuring for them. I'm invested because I believe so much in the technology they now own, but I prefer to wait before going "all in" until they submit their quarterly report. As much as I like Immelt, it appears that under his guidance, financial reports appeared to be on the creative side. Flannery has clearly put a priority on 3D, good, but I'm expecting a bit of a hitch in their financial report. Anyone know more?

On the other hand, there's companies like Honeywell (HO), and Allegheny Technologies Incorporated (ATI). Honeywell may not own the 3D technology that GE does, but they are involved and their finances are in far better shape. Allegheny appears to have gone through much of it's metamorphosis this year, from primarily sheet metal production to now, including advanced metallurgical powders. In regard to the latter, they are currently in a joint venture with GE.

3d-printing-plane-parts-it-s-happening-today

Metal 3D Advances with Darpa, Sigma Labs, and Honeywell

Why is nobody talking about ATI

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