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TedJ

01/19/17 11:16 AM

#46785 RE: DriftinWayOfLife #46779

The other data point is that of the 7 signed NDAs with OEMs, Trumpf and Additive Industries, each purchased a Printrite system for testing and evaluation. So I expect the deal to be with an OEM who has actually tested the system on their printer. My first choice, Trumpf.

alanthill

01/19/17 12:33 PM

#46794 RE: DriftinWayOfLife #46779

Driftin. Don't get too excited yet. As others have pointed out I'd be willing to bet that the contract is based upon unit sales. The OEM would be crazy to accept it any other way. That means that while the OEM is convinced (one would assume) that SGLB is going to contribute to their bottom line they have to convince their end users that the product justifies a premium price. In my opinion (we will almost certainly never know the details of the contract) this is why there is a revenue "estimate" over a period of years. Revenue to SGLB is dependent upon OEM sales with SGLB's technology embedded. As to this being a temporary pop in the share price it appears to be already shaping up that way.