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Andreas Hopf  

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  • 3-D Printing Stocks Finally Face A Threat With Hewlett-Packard Entry [View article]
    You see, you don't necessarily need special patents or access to unobtanium to enter the professional and enthusiast additive fabrication space; sintering heads as well as performance materials are now in the open realm, where any business could access them. The reason why neither BASF, GE Plastics or Dow Chemical is massively investing in this field should tell you something.
    Mar 23, 2014. 05:20 PM | 1 Like Like |Link to Comment
  • Today's Market: 3D Printing Companies, A Buy Or Sell On Recent News? [View article]
    It's all here http://seekingalpha.co... and, in this niche industry, as fascinating as it is, there is no way DDD can earn enough to justify its current valuation.
    Mar 23, 2014. 04:57 PM | Likes Like |Link to Comment
  • I Will Short Pandora Furiously Until The Letter 'P' Key Falls Off My Keyboard [View article]
    I travel much, and I have yet to hear of a Pandora user. Everybody in nearly all demographics is either consistently subscribing to iTunes or Spotify, also technically available in nearly all cars, all the way from Audi to Toyota. Pandora is only available in the U.S., Australia and New Zealand. Its rising stock price, U.S. biased, is not related to its future survival - it is a pure MOMO play.

    I strongly believe the author is right.
    Mar 23, 2014. 03:17 PM | 8 Likes Like |Link to Comment
  • This Is What Happens To High Price/Sales Stocks That Don't Deliver [View article]
    You forget one thing: we're not talking bit-shifters here, but production machinery and materials processing, where different laws of physics and chemistry apply.

    Ask yourself: why have the big robot and CNC machine producers as well as the big material science firms and substrate producers not entered this market or bought a player? Answer: because additive fabrication is a microscopic niche market in respect to overall production of physical objects. Buy the last Wohlers Report to find out why that is.
    Mar 23, 2014. 12:29 PM | 1 Like Like |Link to Comment
  • 3-D Printing Stocks Finally Face A Threat With Hewlett-Packard Entry [View article]
    Substantially invested in HPQ, I am not so very convinced they will enter the 3D space so soon, let alone prioritise it. But, looking at 3D Systems' last filing "Consistent with its prior comments, the company more than doubled its fourth quarter R&D spending from $7.8 million the prior year to $16.6 million for the December quarter…", the amount of R&D expenditure in such a complex industry is near irrelevance at only $16m, which, by the way, is also in part a summation of R&D off of purchased companies, whose R&D quality I would question, to say the least.
    Mar 23, 2014. 12:27 PM | 2 Likes Like |Link to Comment
  • This Is What Happens To High Price/Sales Stocks That Don't Deliver [View article]
    Imperative certainly not. From industry events mentioned in my post higher up as well as personal experience of using the available technologies for more than two decades, additive fabrication will continue to grow, just as other production technologies will continue growing. Industry will leverage this technology where mass-one-offs and individualised objects offer a distinct advantage. The vast majority of products will continue to be produced serially or by other high-tech processes, not the least due to the physical constraints of layer-based fabrication, of which there are many. Additive fabrication is no panacea for the efficient production of goods.

    As to the future, all I'd say is that it isn't what it used to be.
    Mar 22, 2014. 04:03 PM | 1 Like Like |Link to Comment
  • This Is What Happens To High Price/Sales Stocks That Don't Deliver [View article]
    "It is my understanding that 3D printing is here to stay…"

    Nobody in industry, from whatever company, disputes that. Additive fabrication is useful for the production of certain niche items and is growing steadily since the early 90s - and will continue to do so. But that has nothing to do with valuation attributions verging on the irrational.
    Mar 22, 2014. 02:01 PM | 1 Like Like |Link to Comment
  • This Is What Happens To High Price/Sales Stocks That Don't Deliver [View article]
    Agree. It is ethically questionable, when the plethora of technically uneducated cheerleaders - that most likely never went to a Wohlers Conference or the Euromold, that most likely never commissioned plastic and metal rapid prototyping parts, that never negotiated with one of the many service bureaux regarding material and build-time problems - entice retail investors to haplessly go for the next boo.com.
    Mar 22, 2014. 01:58 PM | Likes Like |Link to Comment
  • 3D Systems: $83 Or $26? Well, $26 Becomes More And More Likely [View article]
    "DDD is the most talked about stock…"

    Sounds like boo.com and pets.com back in 1999.
    Mar 22, 2014. 01:14 PM | Likes Like |Link to Comment
  • This Is What Happens To High Price/Sales Stocks That Don't Deliver [View article]
    Much like alternative energy, where the big electricity providers and Chinese equipment manufacturers drove margins into the floor and the early and successful into mergers and bankruptcies, the current additive fabrication providers will likely go the way of any production technology sector.

    I would think that at around half or one-third of their current hyperventilated valuation DDD and similar bubble trouble stocks are a good buy for their takeover or break-up potential.
    Mar 22, 2014. 09:27 AM | 1 Like Like |Link to Comment
  • LinkedIn: Let's Do Some Math [View article]
    Indeed, LNKD is yet another one of these social media, additive fabrication or software as a service helium-balloon stocks that will burst once the stratosphere has been reached, as they invariably do.
    Mar 22, 2014. 08:22 AM | 3 Likes Like |Link to Comment
  • This Is What Happens To High Price/Sales Stocks That Don't Deliver [View article]
    Most additive fabrication company investors are deep under water with many of them probably walking the ocean floor, unable to ever surface again. Those traders lucky enough having jumped on the train when it was ready for departure should now consider taking their still well buffed chips off the table.

    All hype stocks inevitably follow Gartner's Emergent Technology Hype Cycle curve in one way or another and eventually collapse into the trough of disillusionment http://gtnr.it/1dUHi2K or are already en route to the plateau of productivity from whence no more irrational SP gains will emerge. Especially in view of an entire battalion of competitors entering this technology space with some very large forces amassing on the perimeter.

    Luckily, Investopedia comes to the rescue of many a duped retail investor who wants to end the pain http://bit.ly/12EOIiv & http://bit.ly/13cpMUD
    Mar 22, 2014. 05:01 AM | 3 Likes Like |Link to Comment
  • Modeling Share Prices: Advanced Micro Devices [View article]
    Nice!
    Mar 21, 2014. 08:23 PM | Likes Like |Link to Comment
  • 3D Systems: $83 Or $26? Well, $26 Becomes More And More Likely [View article]
    R&D $8m to be doubled one year from now. With such little research budget, less than a university's engineering and material science department, DDD won't get very far.
    Mar 21, 2014. 08:16 PM | 2 Likes Like |Link to Comment
  • 3D Systems: $83 Or $26? Well, $26 Becomes More And More Likely [View article]
    DDD stock holders?
    Mar 21, 2014. 08:10 PM | Likes Like |Link to Comment
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