Replies to post #2246 on Arcam AB fka AMAVF

[investorhub123]

Nice find Charlie....

Curious to know why cobalt chrome is not on the materials list for EBM ?
Slide 13 or 14.....

Readiness Scale -slide 17, is a concern as Aero is 5,6,7

Slide 19- The 2018 3D growth numbers, if you take out CCS insight, should reach about 13Billion for overall 3D growth, but how much will be for metal?

More on that in my next post....

[investorhub123]

Metal Growth slides...

On one of the first slides "TranPham Metals" he shows Arcam with about 10% market share in metal systems, end of 2012, when there was about 1000 AM metal systems installed around the world.

The "TranPham Growth(2)" slide
198 metal systems sold in 2012 and 2013 had about 348 where Arcam delivered 15 and 25 systems which represented 7.5% and 7.2% respectively. 2014 numbers appear to have about 650 metal systems sold and we know Arcam delivered 35 systems which represents about 5.3% market share.

The slide also estimates metal systems to be sold in
2015 approx 900
2016 approx 1600
2017 approx 2800
2018 approx 4800

If Arcam can keep their market share at about 5%, then we can expect number of systems sold to be:
2015 = 45
2016 = 80
2017 = 140
2018 = 240

Slide 19
Overall 3D Revenues are expected to be around $8B in 2018 and about 51% (see top of slide 22) of that will be for the metal AM market.

My model is showing Arcam should have Revenues of about $250 million (US dollars) factoring in the above numbers in 2018 and includes AP&C and DiSanto. Anyone else crunch any numbers?

I'm hoping Arcam's market share is actually higher than 5%, but seems reasonable based on past metal systems installed.

These are my estimates and opinion only.