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Trius Therapeutics, Inc. (TSRX) Message Board

chimakot 37 posts  |  Last Activity: Nov 24, 2014 10:41 AM Member since: Apr 14, 2004
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  • Stifel analyst Patrick Newton reiterated his Buy rating and $50 price target on 3D Systems (NYSE: DDD) after the company announced several new printers, material options, and other products to be showcased at next week’s EuroMold 2014 show in Frankfurt, Germany.

    "We have been anticipating 3D Systems would be announcing new printers and products headed into EuroMold as the tradeshow represents one of the world’s largest shows for mold making, tooling design, and application development," Newton comments. "Additionally, 3D Systems had previously announced during its September quarter earnings call that it would be showcasing new products at the tradeshow."

    He added, "Today’s new product announcements serve to reinforce our view 3D Systems has assembled, and is expanding, one of the most robust Additive Manufacturing printing portfolios in the industry, while cultivating the ecosystem through software, services, and scanning investments. We also view 3D Systems as a leader in the secularly growing Additive Manufacturing industry with meaningful company-specific growth opportunities."

    Sentiment: Strong Buy

  • Interesting....I wonder what it is? hmmmmmmmmmmm.

    Sentiment: Strong Buy

  • chimakot chimakot Aug 27, 2014 2:08 PM Flag

    Spot on, J. A massive short squeeze is brewing followed by strong revenue and earnings growth to sustain the upward move.

    Let's Ride!

    Sentiment: Strong Buy

  • chimakot chimakot Oct 29, 2014 2:09 PM Flag

    Newton added, "Despite our expectation of increasing competition, our analysis indicates the 3D Printing industry remains very underpenetrated with very large addressable markets, with our estimate total end-market penetration is approximately 6% relative to a TAM opportunity of roughly $50 billion in the next decade +. We view the market as having significant growth opportunities, and room for new entrants, as the technology continues to be an enabler of multiple industries that should drive increased adoption in core markets, including industrial, medical, automotive, and aerospace."

    They are buyers on weakness in the group, telling clients specifically to accumulate shares of Stratasys (NASDAQ: SSYS) and 3D Systems (NYSE: DDD). "Although not attempting to overlook HP’s eventual entry into the market, the announcement comes well ahead of commercial development (14 months from general MJF availability – at a minimum – with HP already delaying its market entry multiple times) and is clearly supportive of the tremendous Additive Manufacturing market opportunity," he said.

    Sentiment: Strong Buy

  • Oppenheimer initiated coverage on 3D Systems (NYSE: DDD) with an Outperform rating and a price target of $57.00.

    Sentiment: Strong Buy

  • Stifel's 3D printing analyst Patrick Newton weighed on news H-P (NYSE: HPQ) officially entered the 3D market after originally discussing its plans to enter the Additive Manufacturing market more than a year ago.

    Newton said the specs of HP's printer, when compared to what out there, "appears impressive, with HP targeting the commercial Additive Manufacturing market with its initial printer release."

    The analyst highlights that the 3D Printer market generated $3.0 billion in revenue in 2013 with approximately $1.5 billion derived from Printers, with the remainder coming from services and material. They sees the printer market expanding at a 35% CAGR through 2020 to $7.2 billion with the overall Additive Manufacturing industry growing at a 28% CAGR to $16.5 billion.

    He concludes that "HP’s bullishness on, and forthcoming entry into, the 3D Printer industry should be viewed as a positive for the group as it is supportive of our view Additive Manufacturing has significant room for aggressive revenue growth."

    Sentiment: Strong Buy

  • Reply to

    Stifel Nicolaus Starts 3D Systems (DDD) at Buy

    by chimakot Aug 29, 2014 8:36 AM
    chimakot chimakot Aug 29, 2014 9:33 AM Flag

    Updated - August 29, 2014 9:14 AM EDT)
    Stifel Nicolaus initiated coverage on 3D Systems (NYSE: DDD) with a Buy rating and a price target of $65. Analyst Patrick M. Newton thinks the stock is poised for a rebound in the second half of the year.

    "We are initiating coverage of 3D Systems (DDD) with a Buy rating and target price of $65, based on our view that: (1) the company has meaningful company-specific growth opportunities; (2) Additive Manufacturing (AM) is a secular growth market; (3) margin is poised to expand; (4) the company has assembled the most robust Additive Manufacturing printing portfolio, while cultivating the ecosystem through software, services, and scanning investments; and (5) an intermediate period of accelerating organic growth (targeting greater than 30% y/y in 2014) is expected," said Newton.

    He went on to discuss prospects for margin expansion.

    "Our analysis indicates revenue is likely to accelerate exiting 2014, as several product announcements from late-2013/early-2014 are back-end loaded and have created pent-up demand. Additionally, given aggressive investments in R&D to further augment the company’s leadership position, our research indicates it will emerge from the 2014 investment phase with 2015 representing a harvest phase, which we believe is likely to result in higher profitability metrics that are not fully reflected in consensus expectations," he added.

    Sentiment: Strong Buy

  • Stifel Nicolaus initiated coverage on 3D Systems (NYSE: DDD) with a Buy rating and a price target of $65.00.

    Let's Ride!

    Sentiment: Strong Buy

  • Stifel analyst Patrick Newton cut his price target on 3D Systems (NYSE: DDD) price target of $50.00 (from $65.00) but is sticking with his Buy rating amid today's negative Q3 pre-announcement.

    Newton notes driver of the reduced outlook was driven by: (1) capacity constraints for direct metal printers as the company had issues ramping a second production line, and (2) delays in the availability of 3D Systems newest consumer products as management enhanced features.

    "Our analysis indicates the majority of the revenue shortfall stems from execution, and is transitory, with overall industry demand trends appearing healthy," he said. "Although lowering our 2014/15 estimates, reducing our target multiples, and taking our target price to $50 we are buyers of shares at current levels as execution issues appear temporary with the stock representing an attractive reward/risk at current levels."

    The firm is lowering 2014 revenue and non-GAAP EPS estimates from $719.3 million and $0.81 to $675.0 million and $0.76 respectively. They are lowering 2015 revenue and non-GAAP EPS estimates from $945.0 million and $1.20 to $885.0 million and $1.05 respectively

    Sentiment: Strong Buy

  • Stifel analyst Patrick Newton weighed in on 3D Systems (NYSE: DDD) after the company announced an agreement to purchase Cimatron Ltd. (NASDAQ: CIMT) for $8.97/share in cash, or a total consideration of $97 million inclusive of net cash.

    Newton commented, "Cimatron is a leading provider of CAD/CAM software solutions targeting mold, tool & die, and 2.5/5 axis milling makers and manufacturers with end market exposure to automotive, aerospace, medical, consumer plastics, and electronics markets across 40 countries. The transaction is expected to close in 1Q15 and is anticipated to be immediately accretive to GAAP and Non-GAAP earnings. We view this acquisition as a continuation of 3D Systems portfolio expansion strategy, augmenting its software and channel coverage reach. Our analysis indicates the acquisition is likely to help further accelerate adoption of 3D Printing into the tool and die industry with Cimatron’s CAD/CAM software having more than 40,000 installations worldwide."

    The firm reiterated a Buy rating and price target of $50 on DDD.

    Sentiment: Strong Buy

  • chimakot chimakot Nov 17, 2014 3:29 PM Flag

    Spot on! The positive is that DDD has ramped up manufacturing capacity to maximize their sales
    potential/demand. Next year should mark a turning point for DDD.

  • Canaccord Genuity maintains a Buy rating and $75 target on 3D Systems (NYSE: DDD) following a recent meeting with management.

    Analyst Bobby Burleson commented, “During our meeting with DDD last week at IMTS, CFO Damon Gregoire remained constructive regarding an H2 recovery for organic revenue growth and gross margins. We expect organic revenue growth to rebound meaningfully versus JunQ’s 8% Y/Y, driven by sales of new printers and materials, as well as the inclusion of Phenix revenues in the organic revenue calculation (deal was July 2013). While much of the attention for new products has been focused on consumer printers, DDD launched roughly a dozen professional/production grade printers and materials at EuroMold last December, and we expect these to begin to contribute meaningfully to product revenue in H2/14.”

    “For Phenix, the contribution to organic growth could also be considerable given over $10M is likely coming from sales of these metal machines in Q3 of this year (we are modelling $41M for 2014) compared to low single digits in Q3 of last year. We believe a rebound for gross margins is looming as well, driven by the absence of inventory write-downs (impacted overall GM by 130 basis points in Q2), better materials mix (more highermargin resin, less powder in mix) pushing materials margins toward the mid-70s, and steady improvements for QuickParts. We also see higher factory utilization and an abatement of new product cost headwinds.”

    Sentiment: Strong Buy

  • 3D Systems (NYSE: DDD) announced today that it has acquired Belgium-based LayerWise, a leading provider of advanced direct metal 3D printing and manufacturing services. LayerWise delivers quick-turn, 3D-printed metal parts, manufactured on its own proprietary line of direct metal 3D printers, for aerospace, high-precision equipment and medical and dental customers. The transaction is expected to be immediately accretive to 3DS' cash generation. The terms of the transaction were not disclosed.
    "We are delighted to integrate our proprietary direct metal technology and processes into 3D Systems' leading portfolio of products and services," said Jonas Van Vaerenbergh, one of LayerWise's founders. "With its culture of continuous innovation dating back to its founder Chuck Hull, the inventor of the first 3D printing technology, and its commitment to advancing direct metal 3D technology and medical device services, 3DS is the perfect fit for our company and strengthens our combined growth potential."
    Since 2008, LayerWise has designed and built its own direct metal 3D printers. Its proprietary powder-to-solid metal printers can produce functional metal parts at convincing production scale. LayerWise's direct metal printers deliver relative part density of up to 99.98% and match conventional metals mechanical properties, at substantial unit weight reduction. These capabilities have led to rapid adoption of LayerWise manufacturing services by medical device, transportation and precision equipment customers for whom weight-reduction, strength and accuracy are paramount.
    "The addition of LayerWise, with its award-winning direct metal printing technology, automated manufacturing processes at convincing scale and leading medical devices services, extends our first mover advantage in these high-growth areas substantially, to the immediate benefit of our aerospace, automotive and medical device customers," said Avi Reichental, President and CEO, 3DS.LayerWise will operate under th

    Sentiment: Strong Buy

  • chimakot chimakot Sep 10, 2014 1:12 PM Flag

    Agreed, J.

    Sentiment: Strong Buy

  • Sorry, chelle, but I never liked this CEO.

  • 3D Systems (NYSE: DDD) was active Wednesday morning, gaining about 3%. According to chatter, volume is tied to rumors 3D Systems is being targeted for takeover. The source of the rumor is unknown.

    I would take $80 a share just see the shorts take it in the shorts. Just to make it even funnier.....how about competing bids? LOL

    Let's Ride!

    Sentiment: Strong Buy

  • Reply to

    RELAAAX!

    by melloman1175 Oct 22, 2014 1:42 PM
    chimakot chimakot Oct 22, 2014 2:29 PM Flag

    Well said. GL.

    Sentiment: Strong Buy

  • Reply to

    Earnings report / SSYS / Hitachi

    by dc8flyer1993 Oct 21, 2014 3:45 PM
    chimakot chimakot Oct 21, 2014 5:39 PM Flag

    Hitachi trades for $78 a share in the US and has 5.5B in cash. Deal would have to be for cash/stock, or else Hitachi would need to borrow on their line of credit. Your comment about the earnings report date is interesting in that DDD usually has the earning date press release out by now. GL.

    Sentiment: Strong Buy

  • chimakot chimakot Sep 15, 2014 5:37 PM Flag

    Yep. The last couple press releases don't add up to a hill of beans....just hype and hyperbole.

  • Reply to

    Guess the next Pipe deal?

    by bullbearyikes Sep 17, 2014 11:03 AM
    chimakot chimakot Sep 17, 2014 4:12 PM Flag

    I predict $1.25 with warrants.....could be real ugly for current shareholders, but the company needs money to survive.

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