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Stratasys Ltd. Message Board

  • trendtn trendtn Jul 26, 2012 10:05 PM Flag


    first off i love 3d printing
    and think its clearly a pioneer in a shift in manufacturing

    that said earnings are next wed
    ssys is straight up from 35 when they announced the merger

    the merger hasny closed yet so the reach that pbjet provides hasnt kicked in yet

    ssys sells thru the hpq network---which is a big plus for them
    the rub is they only sell thru hpq in europe
    they therefore rely on european sales for the lions share of their revs

    as we know europe is a mess
    i think the reliance on europe and the big run up put ssys at risk to miss the q numbers
    depending on how bad europe is the miss could be big

    as i say i am a big fan of 3d printing---this however isnt about the sector so much as it is about europe and ssys over reliance on them
    and of course the run up meaning the numbers have to be perfect or else

    therefore i think they will miss

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    • I was long ssys and sold from 22 at $50+, and then again when it dipped recently to $47. I'm out. I figured why wait for the merger and get taxed on a gain I hadn't taken. But 2 weeks or so later that looks a tad foolish on my part.

      Good luck to all the longs. I think your analysis may be right, but the market loves this stock right now.

    • DDD CEO said their European sales were up 33% y/y for the latest quarter. Not bad for a place which is a "mess"!

      • 1 Reply to the_stock_warrior
      • that's not organic and it includes acquired revs from Z Corp. If you assume the 30% gap between overall sales and organic sales (50%+ headline to 20% organic) is similar to what happened in Europe, EMEA was likely flat or slightly down y/y on an organic basis. Since the Objet acquisition has not closed, their results are not reflected in the coming Q2 results. So if you are expecting SSYS to print a 30% y/y comp in Europe, you might be disappointed.

    • If u r lookin to short SSYS good luck..1 note however.. Honest Abe at DDD said yesterday Europe is pulling its weight and no downturn is evident from the European sales. Honest Abe is always so positive thats why i prefer SSYS. however during the last call SSYS also said no weakness in Europe.
      They may lower guidance but seeing as DDD did not have a major change in price yesterday, even though the market was up significantly, my opinion is we will continue in a trading range till the winter...but who knows. in anyc ase GL in your decision although it may be me at the other end of the trade.

    • investors disagreed with you today, when SSYS closed 7.5% from its lo of day .

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