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  • 8 Questions Each Cimatron Holder Shall Ask [View article]
    Guys,
    First i found it a bit suspicious that half of the 13 comments came from people with less than 1 follower or 1 following (check the profiles of RioFinn, Flight64, wz8d, eecar57, dictionshunary ,Stevod2u, Moon1W), surprisingly all claim they same and like each other :-)

    Now to the more meetiy commnets..
    1. Yep, Cimatron has improved results in the last 3 years but its mainly related to economic recovery,still even the last 3 years, its CAGR is 3-4%, not even close from what you shall expect from 3D printing player.

    2. Paying 20x multiplie for a cyclical company close to the peak of the cycle just becuase its established "Advisory Board" for 3D printing, it's something every savvy investors refrain from. Indeed the major owners and the private equity exited the stock half a year ago.

    3. I have an agenda and i disclosed it very clearly, i'm short. I entered this position after long due diligence, which on top of all public/sec material included 1:1 coversations with key executives from leading 3D vendors,
    let alone the mind-boggling Marker atricle, here is translated- http://bit.ly/1fj5ZEh
    Mar 10 06:28 AM | 1 Like Like |Link to Comment
  • 8 Questions Each Cimatron Holder Shall Ask [View article]
    williston,
    Cimatron has good year driven by economy, not from 3D printing.
    The grew only 3.2% from 2012, and expect no material rev from 3d printing even in 2014.
    That implies stock price at 5-6$ (the price where the owners the PE sold), and not 9.5$ which is pumped by people here

    BTW, may i ask why you don't have bio in your profile ?
    Mar 9 04:31 AM | Likes Like |Link to Comment
  • 8 Questions Every Cimatron Holder Should Ask Himself  [View instapost]
    PICOLOMINI, check the facts , got to the TheMarker link above.
    go to Cimatron PR on 2 seperate public offering PRs:
    March 13
    http://bit.ly/1ieoCwC

    May 13
    http://bit.ly/1ieoCMU

    read the Q4 conf call transcript...
    this how you know
    Mar 6 03:43 PM | Likes Like |Link to Comment
  • 8 Questions Every Cimatron Holder Should Ask Himself  [View instapost]
    I guess they will pay also this year a very generous one, which again indicate Cimatron doesn't see better ROI in investing the cash into its business
    Mar 5 01:50 AM | Likes Like |Link to Comment
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