1- Cash flow breakeven is about $18M revenue, They expect $24M Q4. So, $6M above cash flow. That is 4 times Enterprise value. If it gets to $2 as you say that would be 2 times EV.
2- Said the new printer has ink market of $600M. We had heard speculation from previous SA articles on ink market size, but hearing it from company is different. So, 80% of Incremental revenue from 3D printers should fall to bottom line. We do not know how much market they will get, but given they are 1st, it should not be small.
If you had a clue as to how little of the $680M available market that this printer could potentially take, you would take you investment elsewhere. The vast majority of that $680M spend is pennies for each PCB built. Camtek's printer can not compete with the high volume end of the business which is the bulk of the $680M.