Replies to post #4020 on Arcam AB fka AMAVF

[investorhub123]

Let me first say that all of this is just my guesstimates based on my assumptions and should be looked at as my opinion only.

Let me answer #2 first.
The slide shows 100 machines in production in Orthopaedics
Arcam has about 239 systems in the field already, nothing to do with future sales. I estimate they have about 75 systems in Aerospace.......Let's assume 1/3 or 25 are in production.

So that would be about 125 systems


1 ton x 125 = 125 tonnes plus maybe throw in another 5 tonnes for those machines in research and proofing out parts, so about 130 tons.

Well again, the slide shows only about 50 tonnes used in AM industry - so we know Arcam didn't sell all 50 tons!

Based on that, we know for sure it is NOT likely that a machine uses 1 tonne of material, but something considerably less.

So for your #1
I think 250-300 kg is close enough, not trying to be exact......no need to imo.

The powder mix to customers is a fluid situation, there have multiple times that APC/Magnus has given the 40/40/20. If Arcam is now 50% so be it, I think Magnus was just giving a rough estimate and did not include the complete breakdown.

To me this is what the message boards are for......throw things out there to get other's perspectives. I have learned a great deal from these boards and would rather people say something, than say nothing.

[mauser96]

I suspect the market for" experimental "EBM machines is getting close to saturation.

This would include machines for universities and research centers and machines bought by customers just trying out the process. Present machines are finicky , taking 6 to 12 months to produce a functional part meeting specs. And it may not be reproducible. IOW from what I read there is still a great deal of "art" involved.

Which is why Arcam is working hard on "commercialization" of machines, making them reliable and not requiring constant fiddling to work.

If this this thesis is correct there may be a lag in sales until EBM becomes more commercially useful. This does not change my long term outlook. Full utilization will also require a younger generation of designers and engineers because almost all of the older ones have a subtractive mindset.