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jonestown

jonestown
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  • Cimatron: A CAN SLIM Slugger With 3D Printing Plans For 2014 [View article]
    Nice Article,

    I'm putting together some research (and investing) in 12 different next generation technology areas. One of the areas is 3D printing. I have been around the block with the leaders (DDD,SSYS, Xone, Arcam) and feel that their growth will slow in 2014. I am looking in the 3D space for software players. Would you have a possible list of candidates? I would be happy discuss the 12 major areas of growth that I am researching. My email is mark.jones@gmail.com.

    Thanks
    Jan 12 09:56 PM | 1 Like Like |Link to Comment
  • Why I Believe Groupe Gorge Is Worth $35+ Thanks To Its New 3D Printer Business [View article]
    If you truly have 25 years worth of experience, then you should know better. You tout the growth of three, 3-D companies that are barely solvent to two of the largest companies in the world is beyond unconscionable. I would argue that at this point, you are clearly in the camp of the pump and dump characters. The only hope for these three companies is that some foolish company would buy them out. What comes to mind is HP. They are famous for buying out companies that allegedly have some hot technology, only to run them into the ground. This will be my last post. I don't have a dog in this fight. I do think that there is a need to occasionally warm readers of the pitfalls of buying into over hyped companies, and to be on the lookout for the red flags of the pump and dump.
    Dec 23 02:01 PM | 1 Like Like |Link to Comment
  • Why I Believe Groupe Gorge Is Worth $35+ Thanks To Its New 3D Printer Business [View article]
    12321, You have missed my point. It's ridiculous to claim that any micro cap company will grow to the size of MSFT or CSCO. Much less then likes of ONVO, GGRGF and Prodways. When people start tossing out those type of comparisons, the red flags start going up. I've seen it play out that way a thousand times. I hope that everyone on this site makes tons of profits over time. My concern is for those who get caught up in these pump and dump types of stocks and schemes that they lose their operating capital. There are a lot of similarities in this space to the hardware and software bubbles of the 90s, the biotech bubble of the 80s, junk-bond collapse of the 80s and so on. Unfortunately, people get caught up in the hype to catch the next "Microsoft" and "Cisco" in their infancy only to see their moneys dissipate overnight.

    3-D technology will not be the only industry that will be subject to pump and dump schemes. Robotics, smart intranets, energy, solar, Chinese Internet, are all areas where companies will quickly rise and quickly fall burning up billions in capital. We are entering a decade of great technological promise and huge rewards the smart investor. Using history as our guide, stay with the well capitalized companies.
    Dec 22 01:50 PM | Likes Like |Link to Comment
  • Why I Believe Groupe Gorge Is Worth $35+ Thanks To Its New 3D Printer Business [View article]
    MSFT, CSCO were well capitalized, Wall St. hits long before they went public. FYI it was much longer than 15 years ago, but that shows your lack of experience. Those that do not understand history are doomed to repeat it. I said it was was just like 1999 and the tech bubble, and it is. Then, all you had to do was put a .com on your company name and bingo, you could raise public money. Here just put up a 3D and do the same. 3D is for real, just stick to the established companies and you can do very well. This space will be piled high with companies like this, ONVO, etc. This is a pure pump and dump stock. No question. Big swings in the price doesn't make it viable, just volatile.
    Dec 21 12:00 PM | Likes Like |Link to Comment
  • Why I Believe Groupe Gorge Is Worth $35+ Thanks To Its New 3D Printer Business [View article]
    Pump and Dump. This reminds me of 1999. Have a .com, go public, pump and dump, and stick the public with a $0 company. This time its 3D printing. Really people...stick to the larger players here, DDD, SSYS. They are the highest probability of success. The pile of "wanabe" companies just keeps getting larger...as well as the victims.
    Dec 20 04:59 PM | Likes Like |Link to Comment
  • Twelve Potentially Economically Disruptive Technologies- By 2025 [View instapost]
    Wow...all this fantastic fodder for thought and no traffic. What gives?
    Dec 17 01:37 PM | Likes Like |Link to Comment
  • 3D Systems Is Overvalued At Current Price Levels [View article]
    Practice, Practice,Practice
    Dec 8 11:01 AM | Likes Like |Link to Comment
  • 3D Systems Is Overvalued At Current Price Levels [View article]
    AMAZON...lol.
    Dec 7 11:50 AM | Likes Like |Link to Comment
  • Q&A With Dr. Ingo Ederer, CEO Of Voxeljet AG [View article]
    Thanks for the work that went into your interview. I'm still a believer that the prudent investor needs to stay with the larger capitalized companies. "VJEST" is running on a shoe string. As I had said before, their best shot is to be bought out. Sell the rumors, buy the big names. On a whim, through only "chump change" at this one.
    Dec 7 11:42 AM | 2 Likes Like |Link to Comment
  • Voxeljet: The Complete Picture [View article]
    Thanks for the agreement on the DDD sight. Sorry you got ruined. I don't get the wheels/Christ/Car thing applying to stock trading. My Rules:

    1. Don't confuse brains with a bull market
    2. Identify where you are in the market cycle. 3. Run with the best companies in the sectors that are working. 4. Hold losses to 20%-25%. 5. Be nimble don'tbe afraid to take losses.
    Dec 6 11:48 AM | Likes Like |Link to Comment
  • 3D Vision Is Not Necessary To See 3D Systems Is Overvalued [View article]
    McKinsey Global Institute...read it. Your financials are meaningless.
    The above study printed in April, lists the top dozen growth areas for the next decade. 3D printing is one of the best. Like AMZN, you have to pay up for growth and manage the volatility. Their are plenty of coal companies @ 12PE's that you can buy. You will never get growth unless you pay up for it. Read the study...it's unbiased, tuck your tail between your legs and update us later. You couldn't be more wrong about the growth of 3D printing...
    Dec 5 03:13 PM | 5 Likes Like |Link to Comment
  • 3D Vision Is Not Necessary To See 3D Systems Is Overvalued [View article]
    Let me bring some light to this topic of the impact of 3D technology. In one of the finist works of future growth industrys, the McKinsey Global Institute (non bias, May 13th publication) identifies a dozen or industries that will have explosive growth in the next decade. Read it. Your financial analysis is great...but meaningless. ABSOLUTULY MEANINGLESS. Like Amazon and other breakthrough technologies you will have to pay up for the growth, period. 3D printing will be one of the top areas of growth. If you want to buy some coal or steel companies at reasonable PE's knock yourself out. You will never get growth. You have to pay up for the growth and manage the volatility. So do yourself a favor, read the report, tuck you tail between your legs, and update us later.
    Dec 5 02:47 PM | 3 Likes Like |Link to Comment
  • Voxeljet: The Complete Picture [View article]
    "Pure Fibonacci"...lol. So much for credibility. Do yourself a favor and stick to the big names and don't sucker others into the nonsense. You can always ruin some newbies beginning portfolio by influincing their investing with "stuff" like Fibonacci Crackpot Trading Theroy. I don't mean to flame you, but thats the stuff that just kills the young investor hoping to hit it big.. I've seen it playout for 20 years that way. If you are really going to invest money based on a Medievel mathametician, good luck to you, but keep it to yourself.Sorry
    Dec 4 03:24 PM | Likes Like |Link to Comment
  • Voxeljet: The Complete Picture [View article]
    ARCAM has some of the best overall balance sheet information in the 3d industry. I also wonder why not go IPO and get on the NYSE or Nasdaq. Then it occurred to me. 1. The company may be up for sale and not what to mess up the "soup" if they have to reveal that information as part of the IPO process. 2. Perhaps ownership gets more diluted through doing an IPO. In either case, it would explain why it's not coming off the OTC market soon. I am long a small amount of stock. These aren't the only reasons why ARCAM remains OTC, but it sure "smells" like it. Can you say HP?
    Dec 2 05:41 PM | Likes Like |Link to Comment
  • Voxeljet: The Complete Picture [View article]
    Sell 3 printers, get a billion dollar market cap. Ok, I will buy 1 printer from DDD and then lease it out, go public for 300 million. Now if I can just get my brother to sell me some materials and get Charles Ponzi to handle the SEC and paperwork, get a big garage with some boxes, I'll be in business. Thanks VJEST! What a business model!
    Nov 28 02:55 PM | 1 Like Like |Link to Comment
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