Alphaform AG (AFRMF)

[roysh]

Whats clear is eu investors dont have a clue about 3Dsector

Witness
Phenix...bought by ddd...doubled
Arcam...if still solely trading in europe would still be 11-12...instead o where i is. Split adjusted 170
Groupe Gorge...trading 10s when left to eu investors...has since more rhan doubled
Renishaw...tradung in london at about 2B usd...if on the nasd would be double tgat


Conversely if ddd and ssys traded only in eu i have little doubt guven european myopia theyd both be trading around 200-300m
Basically they have no vision....its all backward reconnaisance.
So..to me..its no surprise that some german investor pops up arguing 23m is a sold bubble over valuation for a 3d farm like Alphaform
So some basics...identify high growth sectors..identify all the players...identify gross undervaluation relative to peers...buy it.
This is not to say any company does not have to perform...they do..but if you understand the value of the sector you can anticipate growth
What i expect to happen is the backward looking myopic european way of valuing a 3d company..yet again...will be proven wrong...and us investors will be yet again...proven right.