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Saturday, July 15, 2023 11:46:06 AM
I still have my entire position in SASI. It has not been pretty though that's for sure. My take on it remains the same. The entire metal 3D space has been an example of how not to launch a new technology. The amazing degree of disjointed, unorganized work, secrecy, segregation and manipulation within the industry has prevented any success. Losses across the industry, regardless of who you are talking about, are large. Nobody is being successful. The industry now will either wither and die, or seriously consolidate to a hard core.
In-situ analysis will be necessary for metal AM. There is no other way to mitigate very costly production risk without it. If the metal AM industry goes on to live, then in-situ will be a part of it. And as I have said many times before, SASI's patent portfolio is their key to value. If you have in-situ, then you must have the patents too. The patents will be acquired one way or another, whether SASI survives or not, if metal AM is to continue. So I wait to see who wants the patents.
All the best,
Silversmith
Recent SASI News
- Form D - Notice of Exempt Offering of Securities • Edgar (US Regulatory) • 03/06/2024 02:09:28 PM
- Form 8-K - Current report • Edgar (US Regulatory) • 02/22/2024 09:20:29 PM
- Form 8-K - Current report • Edgar (US Regulatory) • 02/12/2024 10:11:48 PM
- Form DEFA14A - Additional definitive proxy soliciting materials and Rule 14(a)(12) material • Edgar (US Regulatory) • 02/12/2024 02:01:27 PM
- Form DEF 14A - Other definitive proxy statements • Edgar (US Regulatory) • 02/09/2024 10:30:29 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 02/05/2024 01:25:51 PM
- Form PRE 14A - Other preliminary proxy statements • Edgar (US Regulatory) • 01/30/2024 11:12:15 PM
- Form 8-K - Current report • Edgar (US Regulatory) • 01/30/2024 09:45:39 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 01/23/2024 09:15:49 PM
- Form 8-K/A - Current report: [Amend] • Edgar (US Regulatory) • 01/16/2024 09:30:35 PM
- Form 8-K - Current report • Edgar (US Regulatory) • 01/16/2024 01:32:12 PM
- Form 8-K/A - Current report: [Amend] • Edgar (US Regulatory) • 01/10/2024 09:30:17 PM
- Form 8-K - Current report • Edgar (US Regulatory) • 01/09/2024 10:00:16 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 01/04/2024 01:39:21 AM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 01/04/2024 01:38:26 AM
- Form 8-K - Current report • Edgar (US Regulatory) • 01/03/2024 01:30:17 PM
- Form 8-K - Current report • Edgar (US Regulatory) • 01/02/2024 10:20:32 PM
- Form DEFA14A - Additional definitive proxy soliciting materials and Rule 14(a)(12) material • Edgar (US Regulatory) • 12/07/2023 01:35:07 PM
- Sigma Additive Solutions Announces Filing of Definitive Proxy Statement Relating to Proposed Acquisition and Shareholder Vote • Business Wire • 12/07/2023 01:31:00 PM
- Form DEF 14A - Other definitive proxy statements • Edgar (US Regulatory) • 12/01/2023 11:03:17 AM
- Form 8-K - Current report • Edgar (US Regulatory) • 11/24/2023 09:05:37 PM
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