Nano Dimension Ltd (NNDM)

[Televet]

Nano Dimension: Substantial Mispricing Based On Negative Ark Sentiment
Jan. 04, 2022 1:12 PM ET


https://seekingalpha.com/article/4477894-nano-dimension-substantial-mispricing-based-on-negative-ark-sentiment?mailingid=26265729&messageid=must_reads&serial=26265729.95162&utm_campaign=Must%2BRead%2BJanuary%2B5%2C%2B2022&utm_content=seeking_alpha&utm_medium=email&utm_source=seeking_alpha&utm_term=must_reads

Investor Takeaway

Because of continuous dilution, Nano Dimension has been brutal in its treatment of shareholders the past couple of years. Moreover, the company's business model, which banks on selling hardware, provides inconsistent revenue.

In addition, it operates in the field of 3D printing, and a case can be made for its product offerings to be adopted by many universities. If the company is also able to put their capital to good use, and acquire useful companies that can add meaningful value, it may command a much higher valuation in the future based on earnings.

Taking all the above-mentioned into account, and not forgetting the main narrative of this article, the current valuations for the company make little sense from all angles. The market seems to have neglected Nano Dimension due to its close relation with the Ark Funds, but the fact that it has been sold off so much, such that investors are able to buy a dollar of the company for less than a dollar, speaks volumes.