GBA's "2021 Stock Phantasma"

stonedinvestor said:
OH MY GOD DESKTOP METAL IS A 3D STOCK!!! We gete verything we get a potential buyout from that Nano dude and w egt BillMillr's blessing the dude is on fire!!! And Deep value is my type of meal.!!!

Hollah!

The Fourth Industrial Revolution: Desktop Metal Is Leading The Way

Summary
  • 3D printing allows companies to mass produce high-quality, more efficient parts for a fraction of the cost of traditional manufacturing processes.
  • Desktop Metal boasts the most advanced 3D printing technology in the industry and is expected to grow revenues at a CAGR of 87% through 2025.
  • At a conservative EV/Revenue multiple of 10.0x 2025 estimated revenue, the stock is expected to grow at a CAGR of 13.3% through 2025.

Desktop Metal(NYSE:DM)is a leading 3D printing company poised to benefit from current manufacturing trends. Analysts expect the 3D printing industry to grow at a CAGR of 25% between 2025-2030. Among the different 3D printing processes available today, binder jetting is seen as the one technique that could transform manufacturing. Desktop Metal focuses mainly on this technique, and their Production system is the fastest 3D printer on the market designed for mass production. Analysts expect them to grow revenues at a CAGR of 87% through 2025.

The main risk is Desktop Metal's ability to withstand competition. Rival company ExOne(NASDAQ:XONE)is a key competitor that also focuses on binder jet technology and once had the fastest 3D printer available. Other well-known companies with significant resources, such as HP(NYSE:HPQ), have also entered the space, and the competition continues to rise.



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The need for 3D printing arises from a few fundamental limitations of traditional manufacturing processes. Both machining and casting are unable to develop products with very complex structures. Machining is limited by a tool's ability to cut and form these structures and casting is limited by the ability to create intricate molds. Since complex structures are not feasible, components must be produced in many different parts. An excellent example of this problem is a fuel nozzle developed by Airbus. Airbus used to create this component by ordering 20 different parts and having them shipped to a factory to be assembled.In 2016, Airbus began using additive manufacturing to develop the nozzle in one piece, reducing both the assembly time and their reliance on suppliers. It also cut the weight of the component by 25%.

Additive manufacturing's ability to physically produce these complex digital models in one piece is a game-changer.Scientists predictthat AI's involvement in this process will continue to improve its efficiency and use cases. As the technology continues to improve, casting and machinery will still play a large role in mass production. In the future, however, 3D printing will be a significant part of the manufacturing process.

Additive Manufacturing Processes
Understanding the types of additive manufacturing processes helps us better understand Desktop Metal's position in the industry. The most widely used techniques are laser powder bed fusion, material extrusion, and binder jetting. Laser fusion works by melting and fusing metal powders through a high-powered laser. This technique is the most popular one used by companies, but its speed is constrained by the machine's single laser head. Material extrusion uses a nozzle to deposit heated metal layer by layer. This process is also constrained by a single nozzle that deposits material. Binder jetting acts like an ink-jet printer we use today, depositing material as it moves back and forth. This technique is by far the fastest, but the developed parts must go through a sintering process afterward. Sintering involves heating the components in a furnace for 24 hours to fuse the metal. Because of its high-speeds and material flexibility, binder jetting is seen as the 3D printing process thatcould transformhigh-volume manufacturing.



Chart:Additively

Where Desktop Metal Comes In
Desktop Metalis an additive manufacturing company that uses the binder jetting system. The company boasts four products: The Fiber system, Studio system, Shop system, and Production system. The Production system is designed for mass production and uses a single-pass jetting technology that is 100x faster than laser-based methods. It is also the fastest 3D printer on the market designed for mass production. It is currently used by select companies but will begin shipping in volume in the second half of 2021. This system allows companies to produce high-quality parts at volume for a fraction of traditional manufacturing costs. It also has an advanced sintering technology that automatically cycles based on material selection without any user programming required. All products can be accessed digitally on a computer or phone through a cloud-enabled browser and receive remote over-the-air updates for new features and enhancements.

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Hey along the lines of 3D Printing, this one is breaking out as I type here.

NNDM

$16.30
Up 9% on the day.

No opinion yet, but call volume way up on the day.
 
Van is that's the Ark chick's pick....and then I posted the bit about the CEO having a hard time finding M&A??? I think it's al the same.

  • Mr. Stern's complaints about rising valuations should be taken in context. Nano Dimension's stock (NNDM) has risen 893% in the last year and 74% in the last month, resulting in its current enterprise value of$3.1B. Since the company generatedonly $3.4M of revenue in the trailing 12 months, the stock therefore trades at an enterprise value to sales multiple of over 900.
  • Nano Dimension's stock has attracted aggressive growth and "story stock" investors like ARK Invest's Cathie Wood. Nano Dimension is the tenth largest holding in theARK Autonomous Technology & Robotics ETF ARKQ, according to the fund'slatest report. It owns over 7 million shares of Nano Dimension, accounting for over 3% of assets under management.ARKQis up over 25% so far this year.

Nano Dimension call volume above normal and directionally bullish


500.com rises 26.9%

Berry Global price target raised to $68 from $60 at BMO Capital 09:33 BERY BMO Capital analyst Mark Wilde raised the firm's price target on Berry Global to $68 from $60 and keeps an Outperform rating on the shares after its Q1 earnings beat. The company saw "solid" volume growth of 7% across its portfolio thanks to the management's investments in new capacity, commercial efforts and COVID, the analyst tells investors in a research note. Wilde adds that Berry's strong volumes are helping to offset the headwinds related $50M increase in resin costs.
 
Van flurry of buying at 10:00 on the 4D Lidar stock SPAC that's those two guys from Apple...

This might be last chance... We were following at $16...

InterPrivate Acquisition Corp. (IPV)
NYSE - Nasdaq Real Time Price. Currency in USD

$18.67+1.95 (+11.66%)<------
 
stonedinvestor said:
Van is that's the Ark chick's pick....and then I posted the bit about the CEO having a hard time finding M&A??? I think it's al the same.

  • Mr. Stern's complaints about rising valuations should be taken in context. Nano Dimension's stock (NNDM) has risen 893% in the last year and 74% in the last month, resulting in its current enterprise value of$3.1B. Since the company generatedonly $3.4M of revenue in the trailing 12 months, the stock therefore trades at an enterprise value to sales multiple of over 900.
  • Nano Dimension's stock has attracted aggressive growth and "story stock" investors like ARK Invest's Cathie Wood. Nano Dimension is the tenth largest holding in theARK Autonomous Technology & Robotics ETF ARKQ, according to the fund'slatest report. It owns over 7 million shares of Nano Dimension, accounting for over 3% of assets under management.ARKQis up over 25% so far this year.

Nano Dimension call volume above normal and directionally bullish


500.com rises 26.9%

Berry Global price target raised to $68 from $60 at BMO Capital 09:33 BERY BMO Capital analyst Mark Wilde raised the firm's price target on Berry Global to $68 from $60 and keeps an Outperform rating on the shares after its Q1 earnings beat. The company saw "solid" volume growth of 7% across its portfolio thanks to the management's investments in new capacity, commercial efforts and COVID, the analyst tells investors in a research note. Wilde adds that Berry's strong volumes are helping to offset the headwinds related $50M increase in resin costs.
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I think your horse in the race to $50 is gonna pull off the win.
CRSR reports tomorrow and its another one with heavy call volume today.

That (how'd you say it?) "tub of glue" LAZR... lol... send it to the Alpo factory.
 
Apparently this one is never stopping. Wow what a 7 day stretch for this co.

Teradata Corporation (TDC)
NYSE - Nasdaq Real Time Price. Currency in USD

43.46+6.38 (+17.21%)

3D printer stocks rally after ExOne's upside sales forecast
Feb. 08, 2021 11:54 AM ET3D Systems Corporation (DDD)
  • Earlier today, ExOne provided Q4 and FY21 revenue forecasts that toppedconsensus estimates.
  • 3D printing peers are moving today: 3D Systems(NYSE:DDD) +6.4%, Stratasys(NASDAQ:SSYS) +4.5%, Voxeljet(NASDAQ:VJET)+24.4%, Proto Labs(NYSE:PRLB) +7.9%, Nano Dimension(NASDAQ:NNDM) +7.3%, and Desktop Metal(NYSE:DM)+11%.
 
vanzandt said:
I think your horse in the race to $50 is gonna pull off the win.
CRSR reports tomorrow and its another one with heavy call volume today.

That (how'd you say it?) "tub of glue" LAZR... lol... send it to the Alpo factory.
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I'm liking HEAR here... They just bought a great microphone company recently....
 
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