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charlie T colton

02/07/17 11:38 AM

#5658 RE: flying_trader #5657

Agree, the ER appears to be a mixed bag

The ER appears to be a mixed bag.. looks like Arcam is headed into losses like all the other 3D players.. but sales and deliveries were better than I expected, still not lighting the world on fire but decent... AP&C is doing very well, a real bright spot... The results overall are decent if they were repeatable in Qs 1-3 and not just at year end... Jury is still out unless they give some better guidance going forward, I don't see this ER supporting a higher valuation...

Yes, I agree with all EXCEPT "looks like Arcam is headed into losses like all the other 3D players." While it's possible, I don't see any basis to support the idea.

I DO expect GE to drive machine sales in the very near future in many ways that the old Arcam didn't have because of it's sheer size and breadth of organization. They've already started as we know - GE to develop competitive financing to stimulate growth in additive manufacturing


Most posts from shareholders and non-shareholders alike are excellent. But there is the occasional repetitive noise that is much like the buzzing of the fly. We each decide what has value to us and what does not. Overall, this is by far, the best group of people that I've never met.