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moelndal_lr

07/17/16 9:32 AM

#4214 RE: Tom Joad #4212

Powder sales revenues

According to analysis by Remium (introduce.se)

Q1 2016 - "Powder sales grew by 71% y/y to 42,3 MSEK (24,8) and the order intake at AP&C doubled during the quarter."

Q1 2016 – 42,3 MSEK (Sales Total 160 MSEK) 26,4%

"The demand for powder is likely to be larger than the company (and we) believed in, and with the rapid ramp-up in capacity. A reasonable guess is that the existing (and perhaps new) customers will launch mass production in the near term, which requires large amounts of building materials (powder). In an interview with the news agency Direkt yesterday indicated Arcam CEO of AP & C reaches 500 tons of powder sold during 2017."(...)"We are raising our revenue estimate by about 17% for 2017 and 2018."

Previously estimated 2017 1025,8 MSEK
New estimate (+ 17%) 2017 = 1200 MSEK

Estimated Powder Revenues 2017
500 tons at 100/130/160 USD/KG (estimated titanium powder price according to Remium) equals 417/543/668 MSEK
/ 1200MSEK = 35-55%