One little nigle I had with the ER was that they were slightly cash flow negative... What I want to see from such a small growth company is positive cash flow and very strong growth... at this stage if I can't have 100% YOY growth I want at least 50% (and I am OK with the 70% we are getting on the topline, just not in equipment numbers)... This is a tiny company so they need to be knocking it out of the park... they can have 30% growth once they reach USD $200M in sales...
I was a bit surprised by the analysts focus on Net Income and thought Mr Rene had a good answer for them in that he said the focus at this point should be on growth, not income which I totally agree with... You would think those guys were covering IBM or something...
Have to agree with you and pulled the trigger on this one today. Wallstreet was just killing everything today and it seemed like a good time to grab my starter position at the bottom of the gap. Company seems well positioned in the AM space.
Agree, reason I;m so heavy in arcam and sing its praises so much.
Just wish arcam was more forthcoming in giving guidance re sales, number of parts being considered for ebm and guidance re technology and initiatives ongoing. But I do understand the need to keep customer confidences and competitive secrets. Just makes investing hard. But I said if the company did as I predicted I would consider it a good ER and it did as I and 2 others here were very close. I closer on revenue and deliveries and others on sales IMHO when ebm manufacturing commences and the word gets out we will retrace the heady 2014 days. But I am an optimist re the arcam story Lets keep up the positive arcam discussion
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