This was embedded in another post, but I felt this is important enough to repeat in a separate thread. xxanzn asked about GE and DDD involvement. In August DDD acquired CRDM, Ltd., a leading UK provider of rapid prototyping and rapid tooling services based in Bucks, England. CRDM, Ltd. designs, prototypes and manufactures parts and tooling for a variety of automotive, aerospace, medical device and motorsports applications, including F1. One of their customers is Rolls Royce. Their jet engines are almost on every one of British Airways planes. I suspect this was an important inroad for the aerospace and commercial jets to solidify their capability of producing engines for aircraft. I guarantee that behind the scenes this was discussed with GE. It's more than a first step into the highly specialized jet engines production. Clearly GE recognizes that, too. One month prior to that DDD acquired Phenix Syetems based in Riom, France. Phenix Systems designs and manufactures proprietary Direct Metal 3D Printers that print chemically pure, fully dense metal and ceramic parts from very fine powders with the granularity of 6 to 9 microns. Materials include stainless steel, tool steel, super alloys, non-ferrous alloys, precious metals and alumina for a variety of aerospace, automotive apps. Again, very specific products for Aerospace. Phenix is a leading global provider of Direct Metal Selective Laser Sintering 3D Printers The Northwestern Polytechnical University of China is using a similar system to build structural titanium parts for aircraft. An EADS study shows that use of the process would reduce materials and waste in aerospace applications. GE has done their DD and they know how DDD is technically advancing their aerospace capabilities. Avi is systematically building a formidable powerhouse. I hope that helps. All the best. Ogewen Less
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Hi xxanz, In August DDD acquired CRDM, Ltd., a leading UK provider of rapid prototyping and rapid tooling services based in Bucks, England. CRDM, Ltd. designs, prototypes and manufactures parts and tooling for a variety of automotive, aerospace, medical device and motorsports applications, including F1. One of their customers is Rolls Royce. Their jet engines are almost on every one of British Airways planes. I suspect this was an important inroad for the aerospace and commercial jets to solidify their capability of producing engines for aircraft. I guarantee that behind the scenes this was discussed with GE. It's more than a first step into the highly specialized jet engines production. Clearly GE recognizes that, too. One month prior to that DDD acquired Phenix Syetems based in Riom, France. Phenix Systems designs and manufactures proprietary Direct Metal 3D Printers that print chemically pure, fully dense metal and ceramic parts from very fine powders with the granularity of 6 to 9 microns. Materials include stainless steel, tool steel, super alloys, non-ferrous alloys, precious metals and alumina for a variety of aerospace, automotive apps. Again, very specific products for Aerospace. Phenix is a leading global provider of Direct Metal Selective Laser Sintering 3D Printers The Northwestern Polytechnical University of China is using a similar system to build structural titanium parts for aircraft. An EADS study shows that use of the process would reduce materials and waste in aerospace applications. GE has done their DD and they know how DDD is technically advancing their aerospace capabilities. Avi is systematically building a formidable powerhouse. I hope that helps. All the best. Ogewen
Thanks ranterdon, fundamentals are so very strong. It's just a matter of time until consolidation is complete and weak hands sell their shares. Then we see another round of steady rise until next earnings which should be extraordinary . All the best. Ogewen
Mike, I really appreciate your time and help. Using your parameters it appears as though it looks over sold now. Is that right? Sorry for being such a pest. Thanks again. Ogewen
Thanks Mike, plugged in the 50 & 100 EMA and it looks to me that it has broken on the down side of both. So...if I'm correct it looks to be negative movement. But how long does that indicate this down trend? Or do you just follow it day by day before it reverses to give you an idea of future movement. Sorry for being so naïve and thanks again. As you can see TA is not my forte :) All the best Ogewen
Hi Mike, quick question. How far out does TA still remain viable for quasi predictions. Are we just talking days and weeks or does some of the analytical data go out for months and years? Thanking you in advance. All the best. Ogewen
Thanks for your kind words. Great plan and stick with it. I bought a little known company about 20 years ago that everyone said was a joke. Bought about 100 shares at about $3. Added on dips and held out for the long term realizing computers were here to stay. Well...after numerous splits I have about 10000 shares of this loser company. Oh...the company? Microsoft. All the best. Ogewen
I totally agree and good to see your name back again. There are many Cramers pushing their own agendas as his self admission of manipulating the markets when he was in a large hedge fund many years ago. He stated so on a recently published youtube I saw from a year's ago interview. Unfortunately manipulation is still ongoing from the big boys for their own advancement. All the best Ogewen.
Since 2006, the marketer's ad spending has grown from $108 million (2% of sales) to a projected $580 million this year (8% of sales), according to a recent report by Citi. And the results have been sweet, to say the least. The company reported net sales of $3.34 billion for the first six months of the year, up about 6% from the same period a year earlier, while forecasting full-year sales growth of 7%. Euromonitor International projects Hershey will finish 2013 with 34.4% share of the competitive chocolate-confectionery market in the U.S. That's up from 34.2% last year, with Hershey widening its lead over No. 2 Mars, whose share is expected to decline to 29.1% from 29.2%. Now can you allow your imagination to ponder how every niche of their products will be expanded with the development of 3D printed chocolates? And how their advertisement will exploit this new production innovation that DDD will bring to the table. Hershey is expanding in Europe and most recently in Asia, specifically in China. The company also opened an innovation center in Shanghai, where it plans to develop other products customized to the tastes of Asian consumers. "Everything is going right for Hershey," stated the report by Citi, which in July made the company its top stock pick among large packaged-food companies. Final note, with these two behemoth companies, Google and Hershey, the future for DDD will be explosive. They’re advertising dollars utilizing DDD will be “free” R&D. So in closing I’m convinced of 3D’s bright and prosperous future and anyone who invests with them as I and many others have. I welcome pro and cons to my interpretation. As always I wish everyone all the best in investing, trading and in life. All the best Ogewen.
We “old timers” have seen this naysaying many times in the past few years and DDD has continued to grow and leaving us with substantial profits. To finish my thoughts I will just discuss two of DDD’s recent acquisitions. The deal with Google is the news item investors and tech gurus should be paying attention to. Details around Project Ara are scarce, but it appears Google is working with the Phonebloks company to develop a modular and customizable cell phone. While this potential future phone is truly groundbreaking, the method of making it could be no less extraordinary. This new printer tech being developed for Google by 3D Systems will have to be truly extraordinary for its intended purpose. It will need to print conductive materials, plastics, and metals, while also incorporating subtractive processes such as CNC machining to be able to manufacture this future phone. This is a massive undertaking for 3D Systems, as no company has anything close to this technology in use today. None of this is ever mentioned from all the analysts downplaying DDD. Clearly they have not done their DD. This will become a massive paradigm shift in cell phone manufacturing. Finally, I’ll focus on the partnering with Hershey. Milton Hershey, who founded the company in 1894, was more interested in product development and quality. And his philosophy endured for decades: Hershey did not launch its first national media ad campaign until 1970, according to company archives and the Ad Age Encyclopedia of Advertising. Continued next thread.
I know there is much confusion of where DDD is at this point in time. The bull’s and the bear’s opinions with this company’s immediate future is as volatile as the stock’s performance has been of late. I’ve been investing in DDD for over 2 years. Those on this MB who are also long time holders can attest to the ups and downs of the pps. That being said, however, does not change its performance. No matter how many shorts and naysayers there are the fundamentals can’t alter its meteoric ride and continued dominance in the field of 3D printing. With each negative published article of doom the immediate reaction was to the downside, but only for a short period of time and DDD continued to rise to its potential. Citron et al only temporarily slowed it’s eventual rise in value. I’m impressed with the TA that many on this board correctly predicted it’s short term direction. That, however, doesn’t alter the TA’s and Fundamentalist’s opinion of the long term value and viability of DDD in general. I feel safe in saying that we all feel DDD’s future hasn’t nearly been realized yet. The major reason for its fundamental decline was due to its guidance for 2014 and the significant reason for that self-downgrading was that R&D and acquisitions had been so aggressive that net profits had to be downplayed for 2014. SSYS had declared the same just prior to DDD’s announcement. XONE & VJET fell in sympathy as more critics stated that 3D printing’s future was illusionary and over hyped. To use the game “Monopoly” as a metaphor, players that just collect $200 for passing “GO” will do okay in the early part of the game. Those players who buy up all the properties early on in the game and spread themselves thin eventually win and win big. They will own the “Park Place’s” and “Boardwalk’s” in the game and will bankrupt the “passing GO” players. Space prevents me from finishing my thoughts here so I will add my concluding thoughts soon on this same thread. Ogewen
mindlux, Are you currently living in Slovakia? Or is that where you are from originally? I will be returning to Europe next month for a family trip until May, Paris, Amsterdam, Copenhagen, Praha (Prague) in Czech Republic, Vienna, Austria. All very close to Slovakia. All the best. Ogewen
BEVERLY, MA—February 26, 2014 - Cellceutix Corporation (OTCQB: CTIX) (the "Company"), a clinical stage biopharmaceutical company developing innovative therapies in oncology, dermatology, and antibiotic applications, announces today that the first patients have been enrolled and treated in the Company’s Phase 2b clinical trial of Brilacidin in patients with Acute Bacterial Skin and Skin Structure Infection (ABSSSI).
The trial compares three different dosing regimens of Brilacidin (two single-dose regimens and one 3-day regimen) to a standard 7-day regimen of daptomycin, a drug marketed in the United States by Cubist Pharmaceuticals under the brand name Cubicin. This is an important milestone for the Company as there are currently no Food and Drug Administration-approved drugs that have a dosing regimen of less than seven days in duration. The data from this trial, if positive, will be used for dose selection in an upcoming Phase 3 program.
Brilacidin is the lead compound in a novel class of immunomodulatory antimicrobials known as defensin-mimetics. Similar to the body's innate immune system, these compounds are also active on the surface of skin and mucous membranes. This unique class of antimicrobial chemistry presents numerous other drug development opportunities for Cellceutix, such as treatment of bacterial infections of the eye and ear, as well as the prevention and treatment of oral mucositis in cancer patients.
“We are very pleased that clinical trials of Brilacidin for ABSSSI are underway,” commented Leo Ehrlich, Chief Executive Officer of Cellceutix. “Patients are now being treated with Brilacidin at one clinical site and we anticipate that all four U.S. sites in the trial will be up and running within one week. As the trial progresses, we expect that approximately 40 patients will be enrolled each month in the 200-patient study.”
Baby steps will become adolescent steps with increasing pps soon. All the best. Ogewen
Very well said, Mao. My compliments for the clarity of your interpretation and convictions. Thanks for your input. Quick question Mao. Do you basically trade DDD or invest long term or both? Thanks for your participation. I'm curious to your assessment of DDD's future. I value your opinion. All the best. Ogewen
Thanks drumgirl7! I am honored and humbled by your kind and thoughtful words. It is people like you as well as many others too many to name that are reasons to return to this forum. Unfortunately it is always those who have ill intent that spoil it for those who have and want to share information, ideas and thoughtful commentary. So I applaud all of you who are assets to this board. All the best. Ogewen
I'm attempting to ascertain other people's thought on this hypothesis. Avi gave downward guidance last month for 2014. The reason he put forth was that they were more focused on growth through acquisitions as well as organic growth to expand their reach of products. The street took that as a negative and the 25% drop followed his announcement. That obviously would affect future earnings and was also interpreted that 4th qtr 2013 might be below what the street had expected. Bare with me as I'm thinking out loud now. Previous earnings for the previous 6 qtrs. have pretty much missed the street's expectations and the pps dropped for several days to weeks. Then, of course, the pps recovered as no change in the fundamentals of DDD growth were realized. Could Avi be downplaying expectations for earnings for Friday knowing that DDD will probably not disappoint previous expectations prior to his downward guidance for 2014? If so and the numbers indicate better growth of the 4th qtr of 2013 might we see a boost in pps and change in sentiment among many analysts of recent declaration to the negative for DDD. Fundamentally speaking DDD has never been stronger. Yes, the aggressive acquisitions might be more to my liking since some of them might not be profitable for a while, but the game plan IMHO is sound. To my recollection being long DDD for 2 years he's never lowered guidance, but I suspect gamesmanship is what he's doing. If the numbers are better and I think there's a 50/50 chance they will be I suspect more institutions will come on board. Then, DDD will be recognized again with fewer reservations that they are the leader in the sector. I am long for next 2-5 years. I look forward to other thoughts pro or con to my hypothesis. All the best. Ogewen
Sentiment: Strong Buy
Enough already!!! For someone who professes to have multiple post graduate degrees your commentary borders on absurdity. What have long term investors not learned? Fundamentally DDD is continuing to build for the future. Have you not kept up with their past 6 months of acquisitions ? I'm perplexed and flummoxed and find your remarks intimidating and insulting to all those individuals who have done their DD. That being said perhaps your naiveté is do to the fact that English may not be your native language. English is not my first language either, but even I can interpret your condescending diatribes as being blatantly insulting. An old English proverb states, "If you have nothing nice to say don't say anything at all". Hmm...words to live by? And since you feel I'm so disingenuous I won't wish you "all the best". You wouldn't believe it anyway. Ogewen