etienne79

etienne79
Send Message
View as an RSS Feed
  • 3D Systems' Lack Of Quality Assurance And The Case Of Misconduct  [View instapost]
    Ok thanks for your prompt reply JJ Smith. Even I understood the predictive argument, after an intensive read of your blog started 2 years ago.
    At this point, we must trust in the moat of metallurgical expertise created by Vivek and Cola. Considering the strategic relevance of the issue, I would expect that, first or after, this patent will have to be defended with teeth and fangs (and a good law firm specialized in IP protection).
    Jun 24, 2015. 11:38 AM | Likes Like |Link to Comment
  • 3D Systems' Lack Of Quality Assurance And The Case Of Misconduct  [View instapost]
    Compliments for the deepness of your research JJ Smith.
    This article should be under SA Pro IMO.
    Is it possible that other AM companies will soon fill the tech gap in quality assurance and control processes or do you think that SGLB will maintain it's r&D and competitive record, creating an enough wide moat in this sector? Is there enough IP protection for the IPQA technology?
    Jun 23, 2015. 07:31 AM | 1 Like Like |Link to Comment
  • Update: Is Another Acquisition In The Works For Stratasys?  [View article]
    Why not GE??.. they have the lowest grade of PET scanners in the market, based on BGO crystals. This acquisition could help GE Healthcare to gain a strong competitive advantage in the high end PET scanners, against Philips and Siemens.
    GE, therefore, is very active on the AM front too (new Auburn facility project etc..).
    Mr. Anderson and contributor why don't you publicize and spread this thesis? My shares in Zecotek would like a BO from GE at a good price.
    Aug 24, 2014. 11:34 AM | Likes Like |Link to Comment
  • Update: Is Another Acquisition In The Works For Stratasys?  [View article]
    Zecotek core business (ZIS) is in scintillation crystals and MAPD. The sector in which they have the majority of their patents. I eventually would see them as a BO target from Hamamatsu or Siemens rather than from Stratasys.
    Aug 21, 2014. 12:25 PM | Likes Like |Link to Comment
  • Why 3D Printing Stock Sigma Labs Will Continue To Outperform  [View article]
    EOS software consists, as others, in a post-production inspection.. no need of much words to say that the concept is way behind SGLB in-process methodology..The difference should be quite obvious and the comparison already done, as part of DD, by all investors in this stock.No company should renounce to an efficient communication strategy, IMO from my working experience. Good luck to all of us longs.
    Jul 5, 2014. 08:57 AM | Likes Like |Link to Comment
  • Why 3D Printing Stock Sigma Labs Will Continue To Outperform  [View article]
    Cola in an interview 8/16/13: "We expect that our continued development of our IPQA technology (including PrintRite3D) will enable us to commercialize this technology during fiscal 2014." ..
    I agree with you the product will speak for itself, and I'm here like you for the long haul.. but for God's sake, publishing at least a decent presentation video is asking too much?!
    Some good criticism never has to miss, IMO. Their technology is a real breakthrough and let's not forget the Los Alamos background but..Until when other AM companies will stay watching? What is the extension and defensibility of the IPQA patent? Can we say they already built a moat in this technology trough their metallurgy expertise and partnerships? They have to hurry.
    Jul 4, 2014. 04:39 PM | Likes Like |Link to Comment
  • Why 3D Printing Stock Sigma Labs Will Continue To Outperform  [View article]
    Interesting post Chriswells, these are all elements from a wider scenario, why don't you write an article out of it?
    Partnerships, MOU and agreements are all promising stuff but time is passing and now I would expect concrete results as soon as possible, especially after they postponed the commercialization of PR3D.
    I won't hide that these strategic moves (Adurant Technologies for big data treatment, the acquisition of an Eos printer..) are in a way worrying me for their late timing. If I'm not mistaken, it was announced the first two modules of Printrite ready for commercialization in the first half of this year - shouldn't have these moves been done earlier?
    Said this, I'm convinced SGLB management has still a long way to go in communication skills and in the way they relate with investors, starting from their website, to their presentation videos (check youtube account ones i.e.) and so forth....a message to Mr. Cola: "hire a good PR staff and give the company a restyling: being a freaking genius is not enough sometimes" (I would take example from some biotech early stage companies and the way they are capable of advertising themselves).
    LONG on SGLB.
    Jul 4, 2014. 01:32 PM | Likes Like |Link to Comment
  • Why The Market Is Giving MannKind A Reality Check  [View article]
    Honestly how can this guy give credibility and base a big part of his article to analyst's PT and consensus.. This is naive and nonsense, especially with a stock that always put the investor faceing binary events like MNKD.. this correction was an obvious fading, just keep the long term sight and focus on good entry points that will for sure be given by short before partnership/BO. Just my opinion..
    Jul 1, 2014. 03:12 PM | 1 Like Like |Link to Comment
  • The Sirens Of Ziopharm  [View article]
    "IL-12 is not actually a drug but a cytokine made by every human which so far has only cured mice".
    This is not true and ZIOP is not the only company using interleukin 12. Having a wider point of view when writing a scientific article is needed if you want to give it deepness and credibility IMO (you wrote you "never heard of oncs", maybe you should know at least something about their use of IL-12 + electroporation and their interim Ph. II datas, recently released at Asco 2014).
    Jun 23, 2014. 04:09 AM | Likes Like |Link to Comment
  • Tonix Approaching 100 Days Until BESTFIT Results  [View article]
    Thanks for your reply, but strangely if I don't see mention of oncs in the link you posted and I'd esclude it's a pump and dump scheme.
    Sure you won't give it a deeper look in the future? Their Immunopulse system delivers an anti-tumor agent, Interleukin-12, directly into the tumor via in-vivo electroporation, activating the immune system response. I see potential upside, especially after the last phase II interim datas on melanoma, released at Asco 2014 and considering the action of the "brother" Inovio too.Keep up always the good work!
    Jun 20, 2014. 06:02 PM | Likes Like |Link to Comment
  • Tonix Approaching 100 Days Until BESTFIT Results  [View article]
    Thanks Joe for your precious updates. After MNKD, this will be the next wave I'll ride after reading your articles (and DD).
    May I ask if you have any opinion/position on ONCS?
    Jun 20, 2014. 04:08 AM | Likes Like |Link to Comment
  • Sigma Labs, Inc. Enters Additive Manufacturing Space And Addresses Industry Needs For Precision Parts And Specialty Services 
    Another piece of the puzzle goes in its place.. no worries and always long SGLB!
    Jun 19, 2014. 02:21 PM | 1 Like Like
  • The Sirens Of Ziopharm  [View article]
    very interesting article, I'll print it and read it with care.. in the meantime, talking about IL-12 protein, what is your opinion if you have one on ONCS immunopulse treatment and their electroporation delivery method? Thanks and keep up the good work.
    Jun 16, 2014. 05:44 AM | 1 Like Like |Link to Comment
  • What A Successful Moema Launch Means For Solazyme  [View article]
    Hi Kevin,
    just to signal you and every SZYM long that an interesting article came out on the financial times yesterday, titled "Traders face brunt of palm oil concerns". The article says "The palm oil market is facing a shake up as agricultural commodities traders and consumer groups negotiate contracts that ensure the commodity's environmental credentials" (..and that will put additional pressure on already thin margins due to requirements of traceability). The article refers to Unilever, P&G as much as to large agricultural traders like ADM and Bunge.. the only thing missing in the article is that Solazyme can provide an effective alternative and solution to palm oil supply..
    Jun 12, 2014. 05:10 PM | 5 Likes Like |Link to Comment
  • Zecotek Photonics Enters 3-D Printing With Disruptive Technology  [View article]
    http://bit.ly/1qD0lIR

    ..developments 
    May 14, 2014. 11:41 AM | 3 Likes Like |Link to Comment
COMMENTS STATS
60 Comments
55 Likes