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3D Systems Corporation Message Board

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  • Paxmaker Paxmaker Oct 27, 2011 1:32 PM Flag

    Conference call is a disaster...

    The CFO cam out with a new company model for expansion vs ROI, which shows a narrowing EPS over the next year or so as the company moves to get to 400 million gross revenue. The costs involved in expansion and the product mix result in less profit per average cost and, though the revenue keeps expanding, the expected profit, as described by the analysts' question was much oless than folks were expecting for next year. The net effect of this discussion was the same as "lowering guidance" (on EPS), though the company tried to say it was expanding gross revenue guidance. It was too complicated for the average investor, and when the CEO stepped in to try to explain what the CFO was satying and how this was positive for DDD, it got more confusing. My take was that this looks like a great long term investment, but the market will look at EPS and not count expansions as "ex items" since the company continues to describe EPS as "fully diluted." Not a good conference call. Hence this may not be a good short term play. Makes you frustrated being down when the rest of the market flies.

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    • And it got very awkward when the CEO got defensive and muddled around when the analysts pointed to three quarters with expanding revenues and no substantial EPS payday...at least that's what I heard, feel free to correct me if I didn't get that right...

      I'm a bit of a layman but I thought the call was going well, and the stock actually hit the green during the first part of the call...until the new revenue guidance came under pointed challenge by the analysts...and you can see the rest of the story in the stock price...

 
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