Cimatron, Autodesk surge; SA contributor praises 3D printing opportunities


SA contributor 3D Analytics assigns Cimatron (CIMT +8.9%) a $14.75/share valuation (more than 2x current levels) on account of the CAD/CAM software vendor's 3D printing opportunities, as well as the multiples attached to recent industry deals.

3D analytics notes Cimatron plans to launch a 3D printing-focused product in mid-2014 (a cooling simulation tool meant to shorter design times), and that Terry Wohlers (head of 3D printing research firm Wohlers Associates) was added to the company's board this year.

The author also sees the price tags attached to two recent industry deals - Autodesk/Delcam and Dassault/Realtime Technology - reflecting favorably on Cimatron, and views a bid for Cimatron by a bigger software firm as plausible.

CAD/CAM software giant Autodesk (ADSK +5.6%) is also up sharply; shares are making new 52-week highs.

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Comments (4)
  • RHMASSING
    , contributor
    Comments (558) | Send Message
     
    This stock has a pattern in that it would go up when pumping articles showed up, then it would gradually go down substantially after a month or so. Then it is dead for a few months when the s/p will go down to the 5s, staying there for a while, then go to the 6s for a few week. Bang, a pumping article will show up, like today, it will go up may be a few % for the pumpers to sell shares they bought a couple months ago. This is such a regular pattern, you can make money every couple months just to time the cycle. This co may have some merit as it is at least profitable, yet the insiders' selling doesn't bode well for their vision of the long term prospect. You can make some money by playing the cycle.
    13 Dec 2013, 02:01 PM Reply Like
  • User 501722
    , contributor
    Comments (10) | Send Message
     
    @RHMASSING, i agree. i'm interested in CIMT for the long-term, but i have moved in/out of this stock a couple times in the last 6mos due to the activity you mention, ~25% gain on each occasion.
    13 Dec 2013, 10:06 PM Reply Like
  • RHMASSING
    , contributor
    Comments (558) | Send Message
     
    I have played CIMT as you did. It always goes back down to the 5s and that will be the time to buy back.

     

    If you like small Israel high tech cos, you may want to look at OTIV which is on the verge of becoming profitable and will be a registered US co starting January. It has a few irons in the fire and any one of its success will lead to big up move of the share price. One such binary event is its suit against T-Mobil for violating its patent. There is an article by SA detailing its prospects.
    15 Dec 2013, 04:28 PM Reply Like
  • share-the-wealth
    , contributor
    Comment (1) | Send Message
     
    I wouldn't be too quick to jump out this time. I feel the price is set to climb quite a way further than it has in recent "cycles"
    18 Dec 2013, 01:44 PM Reply Like
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