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3D Systems Corp. Message Board

chimakot 340 posts  |  Last Activity: Apr 16, 2014 11:49 AM Member since: Apr 14, 2004
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  • Goldman Sachs maintained a Neutral rating on 3D Systems (NYSE: DDD) with a price target of $63.00. Comments follow news it entered into a definitive agreement to acquire Robtec. Headquartered in Sao Paulo, Brazil, Robtec is the largest Latin-American additive manufacturing service bureau and the leading 3D printing and scanning products distributor in the region. Analyst Samuel H. Eisner thinks the deal highlights trends in acquisition of service bureaus

    "DDD’s announcement comes on the heels of the SSYS (Nasdaq: SSYS) agreement to purchase two service bureaus in early April. Given the pace of new product introductions in the industry, service bureaus likely allow for a greater degree of channel control for OE’s. While service bureaus are likely slower-growing acquisitions relative to platform acquisitions, we are positive on customer wallet-share gains provided by bureau acquisitions," said Eisner

    Sentiment: Strong Buy

  • Overall this analyst is very positive towards DDD:

    Goldman Sachs initiates coverage on 3D Systems (NYSE: DDD) with a Neutral rating and a price target of $63.00.

    Analyst Samuel H. Eisner commented, "In our view, DDD’s product portfolio is the most robust in the 3DP industry, however given the inherent execution risk with integrating multiple technologies we remain on the sidelines. Further, alongside increased investment, in order to build out necessary distribution channels for the emerging technologies, we believe that 1H14 performance could be modestly constrained due to higher SG&A and R&D spending, further pressuring share performance. Should a risk-on environment develop for 3DP stocks, we would look to become more constructive as we believe that DDD would likely be the high beta instrument to invest in the 3DP theme as it would likely further allow DDD to consolidate the industry."

    The firm cited three core drivers for growth: (1) Increased execution risk due to roll-up strategy, (2) Investing for the future could constrain near-term performance, (3) Solid organic growth prospects bolstered by innovative technologies.Stratasys (NASDAQ: SSYS)

    Shares of 3D Systems closed at $48.07 yesterday.

    Let's Ride!

    Sentiment: Strong Buy

  • chimakot chimakot Apr 10, 2014 9:03 AM Flag

    Agreed! There is no question in my mind that the Q1 report will be a positive catalyst for the stock price. GL

    Let's Ride!

    Sentiment: Strong Buy

  • MS wrote a positive 3-D article yesterday which didn't show up on the DDD/Yahoo front page. This is a highlight:

    With 3D Systems now approaching the key $50/share level, we think that the stock will find some sort of support soon and the entire industry, including names such as ExOne (XONE) and Voxeljet (VJET) could also see a bounce on the general bullishness.

    We would feel much more comfortable with this thinking if Stratasys was trading closer to $90/share, but since it is not we think the proper way to play a possible bounce is to look to 3D Systems now by opening a partial position and then looking to Stratasys if it moves lower to test that $90/share area.

    We would hold off a little while longer on Stratasys as we do not have a good handle on it at this time. We would feel far more comfortable opening a position at $90/share than $100/share, but we would point out that $100/share is typically a psychological resistance/support level.

    Let's Ride!

    Sentiment: Strong Buy

  • Reply to

    DDD's Future will be mindboggling

    by ogewen Apr 9, 2014 3:51 PM
    chimakot chimakot Apr 9, 2014 6:56 PM Flag

    Thank you, Ogewen.

    Sentiment: Strong Buy

  • chimakot chimakot Apr 8, 2014 3:03 PM Flag

    IMO, soon, very soon. While I'm not happy RDX is down......this week's trading will benefit us on the next move higher. Get rid of these traders/profit takers now, before the next leg up. IMO, RDX will have a $1 handle this summer. Q4/year end results should be released next month and I think we'll all be pleased. Catalysts are in place to reignite the move higher. The next few months will be exciting.

    Let's Ride!

    Sentiment: Strong Buy

  • Reply to

    GE says......

    by jsmith_62 Apr 7, 2014 1:11 PM
    chimakot chimakot Apr 7, 2014 6:46 PM Flag

    Good article...the future is bright. Thanks.

    Let's Ride!

    Sentiment: Strong Buy

  • 3-D printing stocks like 3D Systems Corp. (NYSE: DDD) and Stratasys Ltd. (NASDAQ: SSYS) are seeing additional selling pressure Monday which may be connected to a cautious WSJ story on the sector late Friday. The article discuses lofty valuation among the stocks and quotes ExOne (NASDAQ: XONE) President, David Burns, as saying the hardest thing to manage is the hype.

    3D Systems is down 5.4%, Stratasys is down 4% and ExOne is down 3.5% in early trade.

    BB&T Capital Markets analyst Holden Lewis offered his own thoughts on the sector today following last week's "Inside 3D Printing Conference and Expo 2014." Lewis acknowledges the "slipping EPS forecasts and nasty news cycle" hitting the stocks but says investors should not only focus on valuations but fundamentals, which he says remain strong. "Investors can decide what they are willing to pay, but we believe it is difficult - much more so than the bears would have you believe - to make a fundamental case against the sector," he said.

    Lewis sees no sign of slippage in demand and says the myriad of concerns, including Chinese competition, are not emerging among production/professional customers, which were 85% of sales for 3D Systems and Stratasys in 2013. They also see no margin red flags.

    Simply put, the analyst said they were unable to unearth cracks in the 3D story. "By nearly every account, growth is strong and interest is growing/broadening," he said. "We found no obvious looming margin issues. Yes, the major public OEMs are spending a lot to support growth, but this looks discretionary; not defensive. Fundamentally, this 2013 and 2014 models are unchanged; uniquely rapid, profitable and cash flow-positive growth."

    Lewis also notes recent acquisitions in the sector from Stratasys and 3D Systems speak volumes. He also notes Medical Modeling represents 3D Systems' new M&A frontier.

    The analyst said valuations between the three names have largely converged, so investors should pick their story.

    Sentiment: Strong Buy

  • Reply to

    RDX is flying under the radar.

    by randy_raven99 Apr 2, 2014 5:07 PM
    chimakot chimakot Apr 3, 2014 8:32 AM Flag

    A lot of great points in this thread. Kudos.

    Let's Ride!

    Sentiment: Strong Buy

  • Reply to

    News!!...3D Systems Acquires Medical Modeling

    by cicilong Apr 2, 2014 8:10 AM
    chimakot chimakot Apr 2, 2014 8:52 AM Flag

    Another reason why DDD is and will stay the leader in this sector. Great acquisition.

    Let's Ride!

    Sentiment: Strong Buy

  • Reply to

    Back up in pre market!!

    by j_lestarge Apr 2, 2014 8:09 AM
    chimakot chimakot Apr 2, 2014 8:50 AM Flag

    Outstanding acquisition announced this morning. The future is bright for shareholders.

    Let's Ride!

    Sentiment: Strong Buy

  • Reply to

    Interesting Article on RDX

    by parklot91 Mar 28, 2014 11:42 PM
    chimakot chimakot Apr 1, 2014 8:56 AM Flag

    Parklot, a press release is out this morning announcing a tour of the Odessa facilities in May. That reporter will most likely be on the tour and do a follow up report. IMO, great news. Cheers!

    Let's Ride!

    Sentiment: Strong Buy

  • Reply to

    RGDEF looking Ready to Run

    by jerseyirish17 Mar 31, 2014 3:45 PM
    chimakot chimakot Mar 31, 2014 7:31 PM Flag

    I think RDX could close Friday above $0.60. It's happening.

    Sentiment: Strong Buy

  • chimakot chimakot Mar 31, 2014 8:38 AM Flag

    SA is close to worthless these days. The 3d shorts appear to coordinate their articles to achieve the desired impact. Their impact is wearing off as most understand the way they work.

    Let's Ride!

    Sentiment: Strong Buy

  • Reply to

    Interesting Article on RDX

    by parklot91 Mar 28, 2014 11:42 PM
    chimakot chimakot Mar 29, 2014 7:24 PM Flag

    Planet Earth, parklot. I currently live in MD, just outside DC. Do you really believe COG would have signed a contact with a company without a permit, a facIlity, and a pipeline? Clearly this reporter is unable to connect the dots, so what? The COG deal is real and ready to roll. More information on Odessa will follow. Have a nice weekend.

    Let's Ride!

    Sentiment: Strong Buy

  • Reply to

    RDX Odessa site

    by lakehuron1955 Mar 29, 2014 2:37 PM
    chimakot chimakot Mar 29, 2014 6:07 PM Flag

    Where do you live in NC? I have a vacation home just outside of Waynesville, NC......beautiful country.

    Let'sRide!

    Sentiment: Strong Buy

  • Reply to

    Interesting Article on RDX

    by parklot91 Mar 28, 2014 11:42 PM
    chimakot chimakot Mar 29, 2014 6:04 PM Flag

    COG would not have signed a potential $13M contract with a shell operation. What lakehuron reports is on the mark. COG did their due dilegence. We're riding a winner, and I plan on staying on this horse and making $$$$$$.

    Let's Ride!

    Sentiment: Strong Buy

  • Reply to

    Going to 500 -- EIGHT reasons.

    by paradymshift Mar 26, 2014 5:09 PM
    chimakot chimakot Mar 27, 2014 4:56 PM Flag

    Outstanding list and you're just scratching the surface....good job.

    Sentiment: Strong Buy

  • Reply to

    RDX to New High

    by albertaoil1999 Mar 27, 2014 10:00 AM
    chimakot chimakot Mar 27, 2014 3:50 PM Flag

    Thanks for your take...makes sense. IMO, currently the stock price is not close to reflecting 2015 guidance and I believe that guidance is low.

    Let's Ride!

    Sentiment: Strong Buy

  • chimakot chimakot Mar 27, 2014 2:43 PM Flag

    3D printing will be on the frontlines of the coming manufacturing boom. Great insight....thanks.

    Let's Ride!

    Sentiment: Strong Buy

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