Graphene 3D Lab leading the market also. Best performing 3D Printing Stock by far this month. Heading to $2- next week with quiet period ending soon!
I'm expecting orders of multiple machines to be announced soon...by EOY at latest.
I sold to buy more GGG.V, a company that will be first to market with graphene filaments for 3D printing. One to watch!
Won't be under $50 much longer.
Waited for Q2 to be reported before adding, which I've starting doing today.
Project Ara is a BFD and the 3D Systems will be getting a ton of press on it soon- not to mention their numbers will show significant improvement going forward.
Good to see the message board up here already.
Nice start to trading last week with expected pullback last few days. I bought at the open Monday last week and am looking to add soon. As we know, GGG is an early leader in commercialization of graphe materials for 3D printing. Filaments have high margins to begin with, and those made with graphene composites will be in strong demand soon once makers see what they can do with them.
There are some shareholders left from prior to the merger that are in at lower prices, so I'm not surprised to see the weakness today- and it might continue for a while, who knows.
Longer term, I believe GGG is a gem that's destined for Nasdaq or buyout within 2-3 years.
That won't last.
I held off adding shares until after Q2 was reported. Management had telegraphed that revenue and earnings would be stronger in the second half of the year, so no surprised that earnings weren't a blowout. The fact remains the industry is at a 30-35% CAGR, and DDD is the leader. So- I'm slowly buying my position back here. With revenue and earnings improving in the 2nd half of the year, shorts have pretty much squeezed about all the juice they're going to from DDD and will be covering.
For a stock growing revenue and net income at the rate ARCW is,a forward PE of 21 is very low.
Also noted that average EPS estimate for fy 2015 now .65/share vs. .58/share 30 days ago.
Current market cap is about $16 million (there are 41 million shares I/O). What I was pointing out is that I believe a market cap of $41 million (or share price of around $1/share) is possible and not unreasonable by eoy as the market discovers the company and their education push.
Hope that helps.
Google article: "3D Printer Manufacturer Tinkerine Studios: High Return Potential With Mitigated Risk"
I think market cap of $41 million (still very cheap for 3D printer OEM with award winning printers and sales history) is very possible by eoy. That's 100% return- which you are VERY unlikely to find in other 3D printing stocks over the same period.
Very positive in terms of investor awareness going forward I think.
Added yesterday and today.
Materialise market cap will be well over $600 million when trading begins. Materialise lost money in the mrq and had net income of just $4.7 million in 2013. Trailing PE will be well in excess of 100, so it's not cheap. Will be interesting to see how it begins trading. Definitely won't take off like voxeljet did- those days are gone. (fortunately), as a return to "some" consideration for fundamentals has begun in the space.
Most European investors haven't heard about this yet, so not surprised the stock isn't reacting.
I put the news on my web site over the weekend, which is the first it's been made public (other than the Russell web site) to my knowledge.
At any rate, it will bring more investor awareness and probably liquidity to shares.
"Four 3D Printing Stocks Likely Additions To Russell Indexes"
I expect Organovo will pr their addition to the index as it's noteworthy IMO.
For news/links to reconstitution.
Arcam hasn't pr'd this yet, so European investors aren't aware, but it's noteworthy and I expect a pr may come.