A short introduction to ponder. "Yes, yes, I appreciate that 3D printing is still relatively primitive and in its infancy, but as you ponder its potential and look at its return on investment, it’s almost like buying stock in God." (What GE's "Epiphany of Disruption" Means to Me - July 18, 2017).
And I thought that no one could surpass what I believe...
I expect the buyout price to be greater than 245 SEK. Here's why.
I'm taking what General Electric says to their investors seriously. GE has high expectations for it's additive investment and they say their investment is exceeding their expectations. GE said that one of their key metrics for the additive business was to "Achieve historic GE global share levels". They have set themselves a very high bar. It is a high bar that AM will easily help them pass. I have no doubt that GE's internal manufacturing practices will change dramatically with additive technologies in their toolbox. They are showing the world what's possible with additive manufacturing. They will continue to do so with each passing day, week, month, and year. GE is not alone in reaping the rewards that additive can bring. Every success in AM raises the public's awareness. Every AM advancement will raise the public's awareness. Each success and advancement increases AM's value to GE and it's investors. Each success and advancement increases Arcam's value. The Arcam ownership squeeze-out will happen but it won't be immediate. With each passing day, Arcam's value increases.
GE announced the first run of the Advanced Turboprop engine on December 27th. The first run was on December 22nd. No one will know if Elliott and Polygon might have achieved a higher return if that announcement would have come a month earlier. Is GE Additive worth more having the ATP's successful run under it's belt? Absolutely.
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