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After nice price drop and strong 2013 business results, seems like a good long-term entry. Laser (electron?) focused strategy on two massive markets: implants and aviation. Buy and hold for years to come.
The recent purchase of ap&c may hurt them if the new titanium powder plant comes on line and prices drop substantially.
I'm in with Real $ starting in August 2013, primarily because they have Revenue and Income. Seemed the safest bet in the 3D space. If you can't laugh at 5% daily swings in price, stay away from Arcam.
Arcam is about EBM technology's superior capabilities and their ability to execute as a company. They have demonstrated EBM is highly attractive in a difficult to please market - aerospace, defense, implants (look at who is buying their machines). Their biggest issue seems to be ramping up production capacity. If they can do that in 2014 earnings will spike and investors will pounce. They have also shown they are the leaders in EBM from the research awards they received which they retain IP for as well. Despite their growth in 2013 they have much potential upside. Those who look only at P/E will be deceived because their earnings are not currently representative of what their potential is ... they are too early in their cycle IMO.
Next manufacturing technology in all areas !!! A new invention of the wheel.
For many of the same reasons that 3d systems is a strong company, so too is Arcam. DDD is a larger player in a larger space, but Arcam's niche is carved out nicely. I would not be surprised to find a partnership between them at some point.
This sector is getting a lot of attention in the media right now. It is a great company in an exciting niche in precision manufacturing.
Manufacturing steel 3D printing-small company good contracts
Leader in 3-D Metal printing
Swedes are talented and can be trusted to deliver. William Bendix was a Swede and created the Bendix Corp.
The spectacular run-up duing the last 12 months was a cause of concern before I decided to invest a significant amountat an average price of @75 back in late July.I got the tip from a post at TMF and did some research. It appears that the "stars are all aligned" for this solid company.ARCAM has been around for over 15 years and they have sold 3D printing machines for 10 years. They have developed exclusive know-how in the metals printing arena and they are just now being "discovered" becuase of the 3D printing media and investor hype in the US.I do believe that they, as well as several other players, will enjoy a healthy growth as technology and markets mature and grow. So far the stock appriciation has been spectacular and this company appears to be something to keep for a long time.
They may be small and based outside the US, however, they are working on revolutionary tech in the metal 3D printing industry. This EBM tech can be used to create car parts, surgical tools, and much much more. Moreover, the results of this tech is a fully stress relieved metal object, created down to the exact specs and ready to be used immediately. Most likely they will be bought out by a larger 3D company sush as stratasys or 3D systems, who are trying to expand their possibilities into the metal sector of 3D printing tech.
EBM technology is the best for working with metals and collaboration with the EU on research projects will help ARCAM gain entry into new markets--car engines?.
Because it .has tremendous growth potential
Best bet for pure metal engineered parts, although outside the US and small
3D printing is growing; it's profitable and has buyers in China now; good old swedish roots; unique technologies provide ongoing moat
Its unique strengths in the industry appear to place it in a most advantages position for growth.
Will change the industry
This could be the best company in the 3D printing space.
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