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Core Molding Technologies Inc. Message Board

  • peter_norths_proctologist peter_norths_proctologist Sep 6, 2013 8:31 PM Flag

    How does the advent of 3D printing affect this company's business?

    What is stopping a truck manufacturer from installing their own commercial 3D printers to mold the simple parts that CMT has been supplying them with, and save themselves the cost of outsourcing? Looking ahead 5-10 years into the future, I wonder what is in store for this company.

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    • gganett Sep 7, 2013 8:40 AM Flag

      You raise an interesting point. I would hope that would still be years away.
      Do you follow DDD or Stratasys? Their futures do seem bright but the stocks always seem so expensive. Do you like one more than the other longterm?
      Perhaps a positive could be that 3D printing could lower Cores own production costs so much that customers might still prefer to just outsource to them rather than bringing more in house and all of those related costs.

      Sentiment: Buy

      • 1 Reply to gganett
      • I don't really follow DDD or stratasys, but their stocks do seem expensive like you said. It all seems based on future speculation.

        As for CMT, I honestly don't know how 3-D printing will impact their business. It could be helpful in reducing their manufacturing costs like you mentioned, or it could undermnine their entire business if the big truck manufacturers decide to take these manufacturing processes in-house. They certainly have the capital if they decide to do so. But then there is the technical question of whether 3-D printers can even duplicate CMT's proprietary process of high quality molding. The complex raw material mixture that CMT uses in their manufacturing may be a barrier to 3-D printing. I don't know. But these would be good questions for management to answer on a conference call. Speaking of which, why doesn't CMT magement take live questions on their calls? I'm skeptical of their transparency, as they are being selective in the questions they choose to address. They require investors to pre-submit questions, and I have to wonder which ones are being ignored.

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