As long as the share price is around 10, Murphy has an automatic sale of shares going on that banks him in his personal account (or for charity?) 1 million per month. 1 million every month is a lot of money shareholders are giving to him. Not unusual, many say, not to worry many say. Each should decide for himself whether or not to worry about that. Keeping in mind the many hazy PRs coming from Murphy, I for myself find this a bit worrying and am still at the side-lines. I think there is plenty of time to get in when we finally will get some clear statements from the CEO about what all the collaborations actually mean in terms of money (or even whether the agreements are written or oral??) or it becomes clear from their financial statements. May miss a few dollars on the upside, but do not want to take the risk on downside.
Wow, quite some emotion in response to this posting.
Arcam has in two years moved up from 30 Swedish Kronar to 1200 (not taking the split into account).
Many of us seem delusional that the move up will go on at the same speed for much longer while we are at dazzling P/E ratios and the growth in both DDD and ARCAM seems to slow down. Motley Fool has promoted DDD so heavily based on the assumption that 3D printing would soon take over manufacturing. With the current projections and the current speed of 3 D printers, it seems not to be for this year. Arcam is very different from DDD but still the rate of orders coming in is not matching the planned expansion of capacity for which lots of money was invested.
So, if you feel, please stay invested in this great company, but from here, a doubling of the share price would be amazing (from my own dd unlikely though). Getting out of this and getting in early in a new hype may sound riskier but it has definitely much more potential than remaining fully invested in 3D printing stocks. For sure many people think differently. I was thinking differently when I had my first winner stock as well. But that one turned out quite sour in the end. Few decades down the line, I have learned a lot and am just sharing here my opinion, which may still be as wrong as anybody else's
Whatever your opinion and decisions, the most important thing is to enjoy life. Here we are just sharing opinions. If every opinion expressed different from yours provokes an anger attack, you are missing out on the joy of investing, and perhaps on the joy of life.
I have enjoyed the 3d hype. Arcam is a great company, but very overvalued in terms of stock price.
Every two years Wall Street seems to create a super hype. remember solar, rare earths and the past two years, 3D printing. People who can get out of a hype before it dies a natural death (The hype here I mean and not ARCAM, for the very long term Arcam is still a good investment, but with the death of the hype we may go through a deep valley) and can get in early in the next hype, tend to profit a lot from the hypes.
What will be the next hype? We do not know for sure but that another hype is coming is quite sure. Candidates include definitely uranium/thorium miners, vaccine developers, silver/gold miners,... (?). Maybe not a bad idea to build down a bit the 3d portfolio and slowly build up a portfolio into the next possible hype.
Just my 2 cents of wisdom (Not a short, trying to be a wise long)
Good luck to all
I decided not
I do not like the messages from Adrianahook but all announced agreements are not bringing in any revenue!
A disclaimer was included there that does not boost the confidence.
Seems legal language (will be laughed away by the obsessive longs) but still it is there in very clear words:
Direct quote from their 10q
"We cannot predict with certainty when, if ever, we will require additional capital to further fund the product development and commercialization of our human tissues that can be employed in drug discovery and development, biological research, and as therapeutic implants for the treatment of damaged or degenerating tissues and organs. We intend to cover our future operating expenses through cash on hand, and from revenue derived from grants and collaborative research agreements. However, we cannot provide assurance that we will not require additional funding in the future. In addition, we cannot be sure that additional financing will be available if and when needed, or that, if available, financing will be obtained on terms favorable to us and our stockholders.
Having insufficient funds may require us to delay, scale back, or eliminate some or all of our development programs or relinquish rights to our technology on less favorable terms than we would otherwise choose. Failure to obtain adequate financing could eventually adversely affect our ability to operate as a going concern. "
DDD is trading at extremely high value based on booming sales and enormous growth prospects in the business of selling 3 d printers.
Today the company gives guidance for 2014 which is lower than 2013 which means the earnings are shrinking instead of growing. This gives rise to a drop of more than 25% in share price of DDD. (because of the bursting of the illusion of prolonged enormous growth)
That is for DDD
ONVO is not selling printers but printed materials. The story of onvo is completely different. The story of ONVO does not give myself as an investor great confidence but the link between DDD and ONVO does not make a lot of sense to me.
Richard, I completely agree that short selling is quite a heartless activity
Wall Street and so many other places in the world are governed by greed, ignoring any principles.
It becomes hard for regular investors to see through the lies of greedy unscrupulous crooks
SA, MF, street, citron and so many more are spinning stories in their wonderful language. After publishing a story, it is not unlikely that they manipulate the price in the direction of the story and gain credibility in the process
Many times we read: do your own DD. But where to find the truth?
My only own golden rule is remain critical, try to see the psychology behind the pumping, the shorting and most importantly watch the data of the company.
Even though I like the idea of Onvo's story and would get excited if they do succeed, at the current moment my own opinion is not in favour of Onvo's story, based on the data we have from the company. The founding director left the company with tonnes of money. The new one is giving out almost daily news which lacks all transparency and may be just one of the heartless crooks of Wall Street with similar plans as the founder (??). The main worry is that so many other universities and companies are just doing the same as ONVO and seem from their own data to be at a slightly more advanced stage. I have enjoyed a serious ride up in the share price of Onvo but based on the above opinion I got out. I follow the company with a possible getting in again but whatever more data I analyse for myself do not encourage me to get in even after a drop of about 30% from its peak. Many of the longs on this board have full confidence in Murphy and get extremely emotional about it, but I do not at this moment share that sentiment
Many people seem to believe that USA is the world. If you are living there, perhaps true.
Please google 3D liver tissue. All you will see is organovo at first
Then google 3D liver tissue -organovo.
Read just few of the 8 million over websites to see what is happening in the world
Some announcements by the company are really worrrisome
I pity the youngsters who have invested large % of their savings in this very risky company
For kids like "ilovemyonvo",
please keep a part (at the very most 15%)of your portfolio in ONVO. It is a high risk, high potential investment
But do diverisfy your investments.
For people who stand on the sidelines, (like me) reading the many public announcements by management, we do not find any concrete data in partnereship announcements. Even the most recent announcement is shady at best and MAY be eyewash to enrich Murphy. To many investors the risk is at this moment higher than the potential. I do work in the medical field and talk with some experience.
If this message helps at least few investors to avoid disaster, it will have served its purpose.
Please do not reply I am a desperate short. because 1. it is not true, 2. it will only highlight your lack of clear vision
I thought there was a bit of smudge on crystal ball
since the $ sign seemed to be fading into a c
I cleaned it with my strongest mixture of garlic and lemon
but still no improvement.
Maybe i should not have used lemon (citron in French)