Arcam AB fka AMAVF

[charlie T colton]

RE: underlying holdings are in ARCM

Virtually everything you stated was echoed by Fidelity for me.

So far, I'm not impressed at all with Victor or Axel.

GE is betting the farm on Additive Manufacturing and Predix/Digital twin technologies to reinvent the company. They will succeed with both. I expect that the Predix/Digital Twin arm will face stiff competition from other offerings from business' who core focus has been in the digital realm. Their aviation, energy, medical, and transportation business' should provide a stable customer base.

For Additive Manufacturing, it's their world to conquer.

Victor and Axel are focused on the specific task at hand - overseeing the legalities of the liquidation.

They do not see the bigger picture of what Additive Manufacturing means to GE. IMHO, now, more than ever, I see that my 600 SEK value estimate for current share value is LOW.

GE says that they're using EBM to make the LEAP fuel nozzles...

GE Aviation is using one AM process -- electron beam melting (EBM) -- to print the 19 fuel nozzles on each new LEAP-1A engine. More than 12,000 such engines have already been ordered to power two of the mainstays of the global airline fleet: the Boeing 737 Max and the Airbus 320neo.

https://www.ge.com/additive/additive-manufacturing/information/3d-printing




The remaining 3% of the shares that GE doesn't already own are worth $75 US at a bargain basement, fire sale price (~645 SEK). Considering GE's present state with investors, we are near the bargain basement, fire sale valuation for GE as a company.

The present value of the Arcam shares would be $100+ US (860 SEK +) if GE didn't have it's other business groups bringing it down. The investment community at large would have a difficult time agreeing to more. Additive Manufacturing and it's present capabilities today are still unknown to the general public. Arcam is worth $100+ to General Electric alone - if they were Arcam's only customer. Everything else is gravy.


All the best to everyone still here.

Thanks again to all for providing input.