Replies to post #2260 on Arcam AB fka AMAVF

[investorhub123]

Pro
Price of Ti64 powder per kg

Laser = $510 kg
EBM = $255 kg

ORNL - can manipulate metal characteristics

[GCostanza]

I still love the technology and think it will be ok but I was just hoping for a bit more details on the future. I think it will come but I thought the real game changer would have been here now

[tinker001]

From what I understand EBM is uniquely suited toward structural parts where physical strength is key. In my mind that would be the vast majority of parts for items like aerospace, cars, etc. They key is to increase the productivity of the machines till the price point for the finished product is below other forms of manufacturing. Hence their focus on productivity vs extremely fine detail.

Laser sintering is good for precise parts with important internal geometry and channels.

[mauser96]

I doubt if external magnetic fields are a problem except perhaps in case of deliberate sabotage. Any stray magnetic field nearby is likely to be weak. And they decrease as the inverse square of the distance. It is also relatively easy to shield against them


http://en.wikipedia.org/wiki/Electromagnetic_shielding

[TheCleos]

Cooler,

When trying to understand the performance of Arcam stock since I purchased (all bad)when they company has done very well in terms of the various metrics I came up with the following theory as it relates to the benefits of EBM and other metal laser technologies.

Background:

Arcam is the only provider of EBM technology.

EBM technology (like any 3D technology) consists of several elements including but not limited to printers, software, materials, human skill sets .. including skill sets in technology itself and in supply chain. 3D printer technology is not just about printers. Rather 3D is an eco system involving lots of moving parts.

Investing in 3D printers is a big deal for companies particularly to the extent that they are using 3D for production rather than prototyping. I would think that for some companies - 3D changes everything.

The Theory:
Investors are holding off on Arcam because they believe that buyers will be hesitant to make strategic investments in a new technology where there is only one supplier. How can one supplier move the needle on an ongoing basis in terms of printers, software, materials and human skill sets? Investors think that buyers will be attracted to alternative 3D metal manufactures where they will not be locked into a technology that is limited to one supplier.

I understand that EBM has capabilities that alternative metal 3d printing technology does not. Maybe the thinking is that the other technologies will catch up with Arcam in those areas where Arcam is currently superior.

I ask myself .. if I was a manufacturer and was considering putting all my marbles into EBM, what would my plan be if something bad happened to Arcam and/or Arcam's management team ... such that Arcam was no longer able to support my company after having made a strategic decision to go with EBM ....

While I am not convinced of this theory. It is my best attempt to try to explain the decline of Arcam's stock price, when there seems to be every reason for it to have gone in the opposite direction.

Go ahead and pick it apart. Better yet...give me another reason explaining Arcam's stock price decline other than that the collective intelligence of investors across the globe just doesn't understand how great Arcam is. Although, I realize i have to allow for that possibility.

[TheCleos]

Cooler,

When trying to understand the performance of Arcam stock since I purchased (all bad)when they company has done very well in terms of the various metrics I came up with the following theory as it relates to the benefits of EBM and other metal laser technologies.

Background:

Arcam is the only provider of EBM technology.

EBM technology (like any 3D technology) consists of several elements including but not limited to printers, software, materials, human skill sets .. including skill sets in technology itself and in supply chain. 3D printer technology is not just about printers. Rather 3D is an eco system involving lots of moving parts.

Investing in 3D printers is a big deal for companies particularly to the extent that they are using 3D for production rather than prototyping. I would think that for some companies - 3D changes everything.

The Theory:
Investors are holding off on Arcam because they believe that buyers will be hesitant to make strategic investments in a new technology where there is only one supplier. How can one supplier move the needle on an ongoing basis in terms of printers, software, materials and human skill sets? Investors think that buyers will be attracted to alternative 3D metal manufactures where they will not be locked into a technology that is limited to one supplier.

I understand that EBM has capabilities that alternative metal 3d printing technology does not. Maybe the thinking is that the other technologies will catch up with Arcam in those areas where Arcam is currently superior.

I ask myself .. if I was a manufacturer and was considering putting all my marbles into EBM, what would my plan be if something bad happened to Arcam and/or Arcam's management team ... such that Arcam was no longer able to support my company after having made a strategic decision to go with EBM ....

While I am not convinced of this theory. It is my best attempt to try to explain the decline of Arcam's stock price, when there seems to be every reason for it to have gone in the opposite direction.

Go ahead and pick it apart. Better yet...give me another reason explaining Arcam's stock price decline other than that the collective intelligence of investors across the globe just doesn't understand how great Arcam is. Although, I realize i have to allow for that possibility.