jmo but the hype is running out of steam, reality to support $50 ($2/sh of E) a LONG way off, so watch for the stock price to like the next 10Q as with the last 2 10Qs
If SSYS can grow organic sales well over 30% so should DDD. Secondly a 4 point drop in margins is a real problem for DDD. They need to have at least 1 great quarter before investors are a little comfortable. Personally I believe they need 2 or 3 great quarters
Won't be under $50 much longer.
Waited for Q2 to be reported before adding, which I've starting doing today.
Project Ara is a BFD and the 3D Systems will be getting a ton of press on it soon- not to mention their numbers will show significant improvement going forward.
Thank you both for the encouraging sentiments. I rarely look at the boards lately (as I am in agreement about timeline, I am long hold and not looking for quick growth), but once again am pleased to have looked on the right day in order to review your insightful opinions. I am in full agreement. Have a great week.
Sentiment: Strong Buy
Guess downside risk is not quite 0%. This is going to $40, can't even go positive on a big up day, I can only imagine when the DOW pulls back tomorrow.
Agree 100%. And, for anyone who isn't aware of it and wonders where management is, all of DDD's presentations (including the Canaccord Genuity and Needham) are easily accessable on the company website. The company gives clear direction and guidance on a regular basis to both institutional and retail investors, and to the general public.
Sentiment: Strong Buy
Think some of the recent acquisitions will be immediately accretive to earnings. The quick parts, materials, metals and medical modeling appear to be stronger and faster growth areas than anticipated by senior management at start of the year. At least that was what I heard at the shareholders meeting in Rock Hill, SC this year. The 2014 revenue from Phenix (metals)will likely exceed its total acquisition costs incurred by DDD in 2013. [What a great buy!] I agree with your overall assessment. The noise in the market place has been quite negative and will likely continue until late 2014. Listening to the recent Canaccord Genuity and Needham presentations are a must for anyone conducting due diligence on DDD.
Odds are against you regardless. Do people win by gambling? I am sure in Las Vegas that on any day, someone is winning gambling. That said, 95% of the time, Las Vegas wins so, the odd days that someone wins----it is no big deal. As an options buyer myself, I know odds are against me that is why I buy only deep in the money options. It is always a huge gamble to buy out of the money options which options sellers win 90% of the time. I win 30-40% of my trades which is enough. Compare that to the 10% chance I would have if I
gambled and bought out of the money options. That is a high risk high return play if you want to gamble. I prefer to take lower risk high return since, capital is very important in
1. DDD net income growth would remain low until the end of 2015.
2. DDD was focusing on growing the top line (revenue) at the expense of the bottome line (net income) in order to expand capacity and technology during a very crucial period in the growth of 3D printing.
3. DDD would be making more acquisitions that would contribute to top line revenue of at least $1 billion by the end of 2015.
Summary- everything we have seen up until today is in line with the CEO's statements from six months ago. So, it seems as if 3D management cannot win. If they tout a new technology, they're criticized as "hyping" the stock, and yet when they come out with honest guidance two years into the future, as they did six months ago, they're either not given the credit for being transparent, or the guidance is ignored entirely.
To longs- the CEO has told you NOT to expect substantial net profit growth for the next 18 months, so don't be disappointed when the next conference call show increased revenue growth but stagnant net income growth, as management has already guided. If you routinely log onto the DDD website, read in detail about all their acquisitions, and follow the growth in 3D printing, you'll see that DDD is doing just fine, but the process isn't going to be as fast as many would like.
Sentiment: Strong Buy
$2.788 billion world blockbuster becomes platform for latest game developed by DEQI. Planned launch of game is unveiled for October 2014
(1) More "Providing Info" and less "Fighting". (2) Number of Posts per day may be less, but quality seems to be better. You please try yourself (if you want) and decide for yourself. Many thanks.
Longs or Shorts cannot change each other's mind. Plus it is everyone's own money. So, if we concentrate on providing info only, this also may become a better board. Take it for whatever you feel is worth for you. Many thanks one more time.
"That appears bullish to me"
It shouldn't. Statistically, option sellers "win" more than 90% of the time. And those option sellers are selling calls. Hope you didn't buy any stock based on your screwball analysis.
Sept 49 Call volume 487 vs put volume 63. Call volume mush higher than Put volume. That appears bullish to me. Also, Alexa ranking dropping, that may be another bullish sign.