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Hurco Companies Inc. Message Board

janek805 5 posts  |  Last Activity: Aug 8, 2015 7:22 PM Member since: Jul 10, 2005
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  • Reply to

    3Ds biggest problem....

    by flying_trader Jul 30, 2015 10:37 AM
    janek805 janek805 Aug 8, 2015 7:22 PM Flag

    That it is, I really think the 4th quarter will get the party started again. I listened to another 3D company's conference call and they are expecting things to really start happening from a 3D production standpoint with GE, Honeywell and Pratt&Whitney the last part of the year and 2016. These guys from the company worked very close with Morris Technolgies and now with GE aviation. and talk at alot of AM Tech shows.
    Remember, Magnus also stated that they were working on projects with P&W, GE, RR, and GKN and we would hear more about them in 2016.
    I really think we could see someone snap up Arcam, DDD and SSYS here at these valuations. The 3rd and 4th quarters are generally more robust with sales. And I think everything is coming together from a quality and speed standpoint and now with the groundwork layed from an engineering processes side. 2016-2020 will be huge for metal AM.

  • Reply to

    3Ds biggest problem....

    by flying_trader Jul 30, 2015 10:37 AM
    janek805 janek805 Aug 8, 2015 7:01 PM Flag

    Exactly, According to Magnus, the patents will continue to improve EBM and by the time the patents expire, the newer patents will have taken over and so on and so on..... He was very confident when he talked about this.
    I think we do have to worry about laser technology eventually becoming fast enough to do bigger parts that would make it feasible to compete against standard manufacturing. EBM is better for exotic type metals where I see laser being able to use many more metals.
    I see EBM being best suited here for those exotic type metals which could then make those materials cost effective when compared to your stainless and aluminum.

  • Reply to

    3Ds biggest problem....

    by flying_trader Jul 30, 2015 10:37 AM
    janek805 janek805 Aug 8, 2015 6:52 PM Flag

    Sciaky (out of Chicago) uses EBM technology, for very large parts, but the tech is a bit different.
    Remember EBM is about 10x faster than laser, and is better for very, very small parts. Arcam's EBM is for everything in between and will continue to be able to produce larger parts (think GKN here) and will continue to get faster AND have better resolution of parts.
    The last CC Magnus says an update to fastEBM will be made next year.

  • Reply to

    3Ds biggest problem....

    by flying_trader Jul 30, 2015 10:37 AM
    janek805 janek805 Aug 8, 2015 6:44 PM Flag

    In one of the conference calls when APC came on board with Arcam it was stated that 40% of the powder went to EBM 40% to other AM players and 20% to other industries.
    At the time about 90% of the powder was Ti powder.....

  • janek805 by janek805 Jul 19, 2015 5:26 PM Flag

    In at 37.50.......Anyone know if the cost basis will carryover to PYPL or will we have a capital gain when it converts if it opens at let's say 40.......and then our new cost basis will start at 40 for PYPL?
    or
    will our cost of our PYPLV be what the PYPL opens at? Never been in a "when issued" stock spin-off before....

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