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Desktop Metal: Building From The Ground Up

Mar. 07, 2021 8:11 PM ETDesktop Metal, Inc. (DM)DDD, HPE, SSYS58 Comments
Nick Sanscartier profile picture
Nick Sanscartier


  • 3D Printing is expected to have an economic impact of more than half a trillion dollars by 2025, according to McKinsey.
  • The largest 3D printing opportunities lie in aerospace, automobiles and machinery, which all fall under Desktop Metal's domain.
  • Imminent 3D printing industry inflection point lies ahead, as mass production becomes viable.
  • Desktop Metal's Production System printer for mass production is set to roll out later this year.
  • Capitalize on ESG thought leadership within a sustainability-themed industry opportunity.

Whenever renowned acronym (SPAC/PIPE) evangelist Chamath Palihapitiya posts one of his one-pagers on Twitter, I like to pay attention. I believe he has a solid vision of the future and a great vantage point to shape that view from. This isn't to say everything Chamath endorses should be taken blindly as gospel, but he is a good source for leads to be explored further, which brings us here.

Chamath's thesis revolves around the premise that the 3D printing industry is ready to break out of its infancy and transition to the main stage, with Desktop Metal (NYSE:DM) being well-positioned to lead the charge towards mass industrial production. I have been following the 3D printing industry for the past decade and after recently diving deeper into Desktop Metal, I believe they are indeed the best positioned to lead, despite their limited history relative to their peers. Additionally, there are important factors such as sustainability and the industry's trading history that compound to make now the perfect time to take a position in Desktop Metal.

3D Printing

Otherwise known as additive manufacturing, 3D printing is the process of producing 3D objects from digital designs by adding material, versus traditional manufacturing methods that rely primarily on subtraction (removing material, like a sculpture) or moulds. The benefits of 3D printing are wide-ranging, but to mention a few:

  • minimal material waste
  • more versatility in production and design process
  • no need to design and build costly moulds, which create barriers to change
  • supports a diverse array of innnovative materials and synthetics
  • supports practically any shape
  • significantly more durable end products as it reduces the number of components required

3D printing technology began in the 1980s when it became a feasible means of supporting rapid prototyping, meaning it was strictly used in the design process. Over the past

This article was written by

Nick Sanscartier profile picture
I believe we are amidst one of the largest transformative eras of humankind, stemming from disruptive changes to energy, transportation, health care, manufacturing and the workforce - to name a few. I'm interested in organizations that will contribute to our most positive and productive trajectory forward.

Analyst’s Disclosure: I am/we are long DM. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

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