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RiverTradings

08/05/16 4:49 AM

#44321 RE: TedJ #44317

Very well said brother. This looks like it is set to motion.

3dtdman

08/05/16 8:16 AM

#44322 RE: TedJ #44317

Thanks TedJ, also $125k from Trumpf and $80k from Additive Industries (1 system each) from the same Figure 4. Interesting that the Aerojet Rocketdyne and Trumpf $125k (each system)orders are for INSPECT™ SW only, whereas the Spartacus3D, AI, and Wordward are each getting INSPECT™, CONTOUR™, and ANALYTICS™ SW but at different prices, with two of them getting the 3 SW package for less than cost of INSPECT™ alone. Seems odd but there are probably other factors at play here to which we are not privy.

Pisd

08/05/16 8:17 AM

#44323 RE: TedJ #44317

Thankyou for well thought out thesis.

S-1, Figure 4, page 37...

"...We envision a business model comprising revenues from contract, metal AM manufacturing sales for prototyping services as well as QaaS sales for low-rate initial production parts requiring our PrintRite3D® digital quality records. These DQRs can be used by our customers for:

(pg. 38)

-Internal use at their captive AM facility to make parts;

-Incorporated as a quality requirement to their vendor base supplying AM parts; or

-Contract back to us to supply AM parts.

This model allows us to realize revenues through further PrintRite3D® software sales and licensing or revenues from contract AM manufacturing services..."


Also I see your point; though fig 4 says "...shows revenues we have generated from December 2013 through June 2016 through sales and licensing of our PrintRite3D® systems and software..." that 3 appear to be recent, elaborated a little bit in the PR's, and does point to a price structure per se.


Thanks Ted, I'll be looking for exactly this what you are pointing out and appreciate intelligent response to the concern, what is the business model going forward?


MDuffy

08/05/16 9:01 AM

#44324 RE: TedJ #44317

I agree with you about everything except it appears Woodward's $$ may be next Q because it looks like the agreement was made in early July, and as has been the case previously- it takes awhile for the actual $ to show up. It may however be discussed in the report, as an additional/recent development, which is almost as good as actually posting haha.