Replies to post #6611 on Arcam AB fka AMAVF

[charlie T colton]

RE: diversify from GE

Anyone, please post if you see an outstanding, or even mediocre, additive company that's publicly traded. I'm not seeing much.

Adoption into areas of manufacturing other than aerospace and medical seems to be at a snail's pace.

For now, GE still looks like one of the few major users of metal additive machines for production end use components - and it's publicly traded. In virtually all of the recent corporate news about GE, additive isn't even a footnote anymore. It's been totally eclipsed by just about everything else they have going on. Mainstream GE shareholders couldn't care less about additive.




Three year trends for SLM Solutions and Voxeljet.












It's been horrifying to watch GE lately.


GE's going to grow the additive business on it's own? To show customers how to do it benefitting from GE's famed research and engineering? GE knows how to keep things no more complicated than they need to be.


At marketwatch.com - This ridiculous GE video showing 14 steps to reset a smart lightbulb has suddenly gone viral - Published: June 20, 2019


At washingtonpost.com - Think you know how a lightbulb works? Wait until you see this GE how-to video. - June 20, 2019

[charlie T colton]

RE: other stocks on additive /// 3D-Printing ETF (PRNT)

obutimo - "Charlie I think if you diversify from GE and post info on other stocks on additive and metallurgical engineering. I think you will see more posts."

Charlie - "If I saw anything that looked remotely positive as an investment, I would."

Your point is well taken and I wish that I'd see a good investment opportunity in additive. Adoption of additive isn't getting any real press even at GE or Rolls Royce. Lima is still cranking out the implants but it's hard to see that anyone's taken notice. I haven't looked at what Stryker has been doing lately. I will.


PRNT - The 3D Printing ETF

I haven't looked at the individual performance of every holding listed in quite a while. I used to but wasn't impressed by anything other than ADSK. I bought in over several weeks but then sold all when I thought I had a better idea - not in additive, CAD, manufacturing, or materials. So far it hasn't panned out but I'm still holding. I still think it could be a big winner - maybe bigger than Arcam though probably not.

Maybe I'll spend the rest of the Labor Day weekend looking at a few of this ETF's individual holdings.