Replies to post #4724 on Arcam AB fka AMAVF

[flying_trader]

Re: Why ARCM is worth > SEK600 to me...

And to Alcoa I would say... Why these guys have not mounted an counter offer is beyond me...probably they can't do it with the split now scheduled for Nov 1. Perhaps it would complicate that effort..

I agree it's really sad that we will not get to participate in the potential for Arcam, but this potential is not without financial risk...

I would have liked to have seen Arcam go to a more independent supplier like Alcoa vs a company that is involved in selling it's own end products like GE or any of the big Aerospace / Implant companies... Arcam could have really transformed AA and really become just a really big Arcam... In that sense we could continue to have participated in a what would then be a more or less pure play Powder /3D equipment and service supplier... Alcoa could have REALLY driven the service side, something Arcam has dropped the ball on lately...That division should be much bigger than the Equipment sales side...

We still have a couple of weeks so let's see what happens, but Mr. Market hasn't sensed a counter offer in the wind yet...

Cheers