Janus
- 14 Oct 2003 16:37
Bit of a blue sky company but some interesting products. Plastic stronger than steel !!
In Sept it anounced its first agreement with a UK manufacturer involving the grant of a licence for the use of the 3DM Powder Impression Moulding (PIM) process. The first products intended to be manufactured using the PIM process are in the building products sector
http://www.3dmworldwide.com/index.htm
Price risen 12% today on little news and the US seller now seems to be out of the way.
There are some excellent post on this company on the Mike Walters site unfortunatly as a subscriber only site unable to reproduce
DYOR I hold shares
Any views welcome


Janus
- 07 Nov 2003 07:53
- 5 of 51
1.50 is starting to look achievable IMHO
3DM Worldwide PLC
07 November 2003
Press Release 7 November 2003
3DM Worldwide announces US licensing deals
and a US$1.35 million machine hire agreement
Dodge Dakota & Silkwood licensing agreements
3DM Worldwide plc ('3DM' or the 'Company') has agreed terms with Global
Technologies Inc. ('GTI') of Delaware and Michigan, whereby GTI will take
management control of the Dodge Dakota tipping truck bed project and the
Silkwood Modular Housing Project in Mexico. The Company has pursued this course
of action to give greater focus towards its strategy of licensing 3DM's
Intellectual Property.
GTI is a company that has been established to manufacture components using the
3DM Powder Impression Moulding ('PIM') process. Although the Company holds no
shares in GTI, Mr Mario Di Nello, the former President of its US subsidiary 3DM
Technologies Inc. ('3DMTI'), is President of and a shareholder in GTI. Mr Di
Nello has no involvement in the management of 3DMTI, having stepped down as its
President last year. Mr Di Nello has over 20 years of experience in the
plastics industry and was a Director of 3DMTI from its inception in 1996 until
last year. 3DMTI was the original developer of the PIM process, and was
acquired by the Company in 2001. Mr. Di Nello was directly responsible for
introducing the Dodge Dakota and Silkwood projects to 3DM.
With respect to Silkwood, 3DM will continue to benefit from the original
financial arrangements as stated in the AIM admission document of October 2002.
In this regard, the Company will receive a 10 per cent royalty on revenues
generated, with a minimum of US$15 million over five years once development work
is completed, which is anticipated shortly.
3DM has also granted GTI a licence to extend the Silkwood project to the United
States, where a potential market opportunity has been identified in the southern
states, and particularly in Texas. Royalty payments will be separately
negotiated for each case, and the structure of these will typically follow the
original Silkwood model.
Having previously commissioned and completed the research and development of a
truck bed for the Daimler Chrysler Dodge Dakota after-market, 3DM has agreed to
transfer direct responsibility for sourcing the manufacture and sales to GTI.
Production of the after-market tipping truck beds has already commenced and the
first revenues are expected at the end of 2003. 3DM will receive 10 per cent of
all revenues in royalty fees, and significant revenues are anticipated in 2004.
As part of the arrangements described above, GTI has procured the cancellation
of the agreements that the Company formerly had with 3DM International Inc. ('
3DMI'), from whom the Company acquired 3DMTI in 2001. Under these agreements,
the Company was to pay to 3DMI 10 per cent of all royalties earned by 3DMTI in
any North American Free Trade Association ('NAFTA') territory. 3DMI was also to
undertake certain research and development activities in the USA, which will now
be undertaken under the Company's own management in the UK or under bespoke
contract in the USA. No liability accrues to either party as a result of this
cancellation.
Machine Hire Agreement
3DM has also agreed to lease one of its prototype PIM machines to Value Plastics
Technology Inc. ('VPT') of Michigan over a five-year period at US$22,500 per
month. This will recover all the money 3DM spent on the development of this
machine. VPT will use the machine initially to conduct research and development
under a non-exclusive licence on potential PIM applications within the consumer
building materials industry in the United States.
VPT is a specialist plastics business whose activities include the manufacture
of plastic processing machinery. Under the terms of the agreement, 3DM is being
granted a 20 per cent interest in VPT, whose President and Chief Technical
Officer is Miguel Linares. Mr Linares, who is also Chief Technical Officer of
3DMTI, will also be a shareholder in VPT, although the majority of the shares in
VPT will be held by parties unconnected with 3DM.
Upon completion of the relevant research and development phase, 3DM will receive
a 10 per cent royalty on sales under any specific agreements that VPT reaches
for the PIM process in relation to the consumer building materials industry in
the United States.
To maintain control over its Intellectual Property, 3DM will have the right to
refuse any specific opportunities introduced by both GTI and VPT. Furthermore,
3DM will retain ownership of the existing intellectual property, as well as any
new intellectual property generated as a result of GTI and VPT's discussions
with other parties.
Ken Brooks, Chairman of 3DM Worldwide plc, said: 'The agreements with GTI fit
perfectly with 3DM's business model, which is to retain ownership and control
over its Intellectual Property while establishing a stream of licence and
royalty income from manufacturing processes that use our Intellectual Property.
GTI is well positioned to exploit our processes in the United States, while we
focus on sourcing new licensing agreements in other markets and territories.
Both the Dodge Dakota and Silkwood projects are well advanced and we expect
revenues to commence soon.'
'This research and development agreement with VPT reflects the true value of
3DM's Intellectual Property. The significant interest expressed in the
application of the 3DM PIM process for building materials, as demonstrated by
negotiations that VPT is already having with a number of potential customers in
this field, provides further vindication of our Company's strategy.'
- Ends -
For further information:
3DM Worldwide PLC
Ken Brooks, Chairman Tel: +44 (0) 1993 779 468
kenb@3dmworldwide.com
www.3dmworldwide.com
Media enquiries:
Bankside Consultants Limited Tel: +44 (0) 20 7444 4140
Henry Harrison-Topham / Chris Munden
chris.munden@bankside.com www.bankside.com
Janus
- 07 Nov 2003 16:41
- 8 of 51
I was thinking of topping up this morning on the news, and kept waiting for it to come back a bit and it just kept going up!
Piece on Citywire today from Edmond Jackson concludes that this is highly speculative @ 130.
Wendy D
- 07 Nov 2003 19:53
- 9 of 51
Edmond Jackson: "...I continue to avoid....".
LOL. I wonder how long he has been "continuing to avoid"? Since 25p? - 60p? - 1.00? - the mind boggles.
A narrow mind = narrow profits.
Janus
- 08 Nov 2003 18:28
- 10 of 51
From the Daily Mail today
SIMON Cawkwell, the self-styled 'Evil Knievil', is mega bullish about Aim-quoted 3DM Worldwide, 26p higher at 138.5p. He has bought 50,000 at 134p and believes it will rocket next year. The company has developed a low-cost environmentally-friendly moulding process that produces a plastic potentially stronger and lighter than steel. It yesterday announced a Mexico licensing deal with US-based Global Technologies
sinutab
- 08 Nov 2003 23:13
- 11 of 51
given a good account of it on tips aswell. more far more upside he says.
Janus
- 11 Nov 2003 07:39
- 12 of 51
3DM Worldwide raced ahead by 26.5p to 164.5p on the back of Friday's
licensing deal. Last Thursday the legendary bear raider Evil Knievil
revealed on his fortnightly EvilCast show on website www.t1ps.com
that he had taken a large position in the
company in the belief that its shares could possibly rise tenfold and
this morning on the t1ps.com bulletin board he
argued that the shares could hit 20 stating "On the facts so far
available one cannot say that it cannot or will not. Only a fool would
sell below 300p."
Janus
- 11 Nov 2003 20:05
- 13 of 51
Piece from Lemming Investor
http://www.lemminginvestor.com/3DM.html
Company Focus by Elric Lloyd-Langton
3DM Worldwide (1.87)
November 11, 2003
3DM Worldwide Plc.(TDM) Primarily a technology holding company, it can best be described as an intellectual property bank and licensor. In 2001, the company acquired 3DM, a US company, by an issue of shares and warrants. It moved from OFEX to AIM, and has an ADR facility with the Bank of New York. The company opened a plant in Detroit last year, and a new UK plant has been established in Trowbridge. 3DM will use these to establish and develop new products, build prototypes, etc.
Current trend suggests that investors are waking up to 3DM, recovering from sub 20p lows to currently 1.87 today.
3DM Worldwide owns the intellectual property process behind a low cost environmentally friendly plastic moulding process, potentially stronger than steel, cheaper, and lighter. The patented technology known as Powder Impression Moulding (PIM) involves fusing powdered thermoplastic resins, together, if required, with reinforcing materials at relatively low temperatures. The process allows a variety of raw materials to be used, including a high proportion of recycled products, hence environmentally friendly. During the process additives may be added for further strengthening, the core of the product can be closed cell plastic foam, giving it enormous structural strength and rigidity, plus weight savings and insulation properties. Primarily its products are used in the automotive industry, however new developments have a potentially broader field. The building trade could be the key to early revenues ahead of more significant developments within the automotive industry. Insulation panels for new homes, scaffolding gang planks and fencingi`m sure the list is endless.
It is important to understand that 3DM Worldwide will not go into mass production of any particular product where its technology is suitable, instead, the company will licence is intellectual property rights out to 3rd parties after developing a product.
The company is seeking ways to establish and control new uses for the patented process and licence its technology effectively which will in turn bring in royalties as its main source of future income.
To give you some idea as to scale of strength of the technology Daimler Chrysler are producing a polymeric pick-up box for the next generation of Dodge Dakota trucks. A prototype was exhibited at the 2002 North American Motor Show, showing a complete one-piece plastic rear box. Despite a 951b weight reduction, this is a more robust truck-bed, suitable for tilt unloading and with a 4,OOOlb capacity. Impressive! The company anticipate production to start in the final quarter of this year, with a significant contribution to the group's bottom line in 2004.
Potential markets for PIM could be fence panelling, prefabrication. 3DM has a contract with Silkwood to develop a prefabricated housing system for the Mexican market. The prefabrication units are ideal for disaster areas where temporary units will be need for housing.
On November 7 3DM announced that it had agreed terms with Global Technologies Inc. ('GTI') of Delaware and Michigan, whereby GTI will take management control of the Dodge Dakota tipping truck bed project in Mexico. Having previously commissioned and completed the research and development of a truck bed for the Daimler Chrysler Dodge Dakota after-market, 3DM has agreed to transfer direct responsibility for sourcing the manufacture and sales to GTI. Production of the after-market tipping truck beds has already commenced and the first revenues are expected at the end of 2003. 3DM will receive 10 per cent of all revenues in royalty fees, and significant revenues are anticipated in 2004.
GTI was established to manufacture components using the 3DM Powder Impression Moulding ('PIM') process. 3DMTI was the original developer of the PIM process, and was acquired by the Company in 2001. 3DM also granted GTI a licence to extend the Silkwood project to the United States, where a potential market opportunity has been identified in the southern states, and particularly in Texas. Royalty payments will be separately negotiated for each case, and the structure of these will typically follow the original Silkwood model. In this regard, the Company will receive a 10 per cent royalty on revenues generated, with a minimum of US$15 million over five years once development work is completed, which is anticipated shortly.
Ken Brooks, Chairman of 3DM Worldwide plc, said: 'The agreements with GTI fit perfectly with 3DM's business model, which is to retain ownership and control over its Intellectual Property while establishing a stream of licence and royalty income from manufacturing processes that use our Intellectual Property. GTI is well positioned to exploit our processes in the United States, while we
focus on sourcing new licensing agreements in other markets and territories. Both the Dodge Dakota and Silkwood projects are well advanced and we expect revenues to commence soon.'
'This research and development agreement with VPT reflects the true value of 3DM's Intellectual Property. The significant interest expressed in the application of the 3DM PIM process for building materials, as demonstrated by negotiations that VPT is already having with a number of potential customers in this field, provides further vindication of our Company's strategy.'
Machine Hire Agreement
3DM has also agreed to lease one of its prototype PIM machines to Value Plastics Technology Inc. ('VPT') of Michigan over a five-year period at US$22,500 per month. This will recover all the money 3DM spent on the development of this machine. VPT will use the machine initially to conduct research and development under a non-exclusive licence on potential PIM applications within the consumer building materials industry in the United States.
VPT is a specialist plastics business whose activities include the manufacture of plastic processing machinery. Under the terms of the agreement, 3DM is being granted a 20 per cent interest in VPT, whose President and Chief Technical Officer is Miguel Linares. Mr Linares, who is also Chief Technical Officer of 3DMTI, will also be a shareholder in VPT, although the majority of the shares in
VPT will be held by parties unconnected with 3DM.
Upon completion of the relevant research and development phase, 3DM will receive a 10 per cent royalty on sales under any specific agreements that VPT reaches for the PIM process in relation to the consumer building materials industry in the United States.
Controversial bear raider Evil Knievil revealed on t1ps.com that he had taken a large position in the company with the view that its shares could possibly rise tenfold. Evil argued that the shares could hit 20 stating "On the facts so far available one cannot say that it cannot or will not. Only a fool would sell below 300p."
Janus
- 19 Nov 2003 20:16
- 14 of 51
Buy 3DM and Sell Photo Me
by legendary bear raider Evil Knievil
First the selling - far more fun. Lets see who we can annoy today. My latest target is Photo Me International. I should declare that I am short of 125,000 shares and also that I am going to clean up. Supporters reckon that the take-up of its new photo-processing technology will be rapid and that after three years of let downs it is back on the growth tack. Having nosed around I remain far from convinced. If the supporters are correct, earnings will come in at around 2.8p for the year to March 31st 2004 and 4.5p next time. I am far from convinced.
If this was a proven growth company with a credible and consistent track record I might consider that a forward PE of 35 falling to 20 was just about on the right side of the border of lunacy. But Photo Me has not been consistent in the past and until I see sustained growth I see no reason why it should be in the future. As such one is paying a high price for jam tomorrow. It goes without saying that Photo Me is indebted (although debts are being reduced) and that its net assets (c60 million) bear no relation to its market capitalisation (352 million).
And I am not the only seller. Just last month non-exec Phillipe Wahl dumped 29 million shares at 108p and retired. Good call. Supporters point out that CEO Serge Crasnianski bought one million of the shares but since he trousered many times the 1.08 million he paid on this occasion by selling shares back in the "good old days" I am not sure that this is of any import. I admit that recent trading statements have been upbeat but the good news is very much in the price while there is no room for disappointment. At 97p - sell.
Key Data
EPIC: PHTM
NMS: 5000
Spread: 96.75p-99p
Market Cap: 352 million
And Now The Buy
Accuse me of hypocrisy, of being a two-faced old drunk if you may but my nap on the long tack has even less in the way of historic revenues than Photo-Me. It is thoroughly speculative and, at 173.5p I have to admit that the downside risk is around 173.5p. But the upside potential is unquantifiable. 3DM owns the intellectual property rights to a process that converts waste plastic (the bottles that the feral underclass discard in our streets) into a form which is harder than steel, much lighter and - of course - much cheaper to produce. This sounds like the stuff of science-fiction but I believe it to be true.
The company has already signed a number of small licensing agreements which will bring in a modicum of upfront payments - the sort of sums that would keep my vintners at bay for a couple of weeks. But the real income is from ongoing royalty payments. The point here is that by granting rights to different companies in different industries, in different geographic zones the number of such deals is practically limitless and the dependence on any one partner limited. The only problem facing such a small company is that it does not have the management overhead to process these deals quickly enough.
In terms of cash, 3DM is not drowning in the stuff yet but its overheads are minimal and the exercise of a clutch of warrants by December 31st could bring in 6 million or more. That is easily enough to take 3DM through to profitability. Moreover, once 3DM is profitable, because it will be operating via license agreements its capital outlays will be minimal and hence it will have a high cash conversion rate.
In terms of forecasts? Who knows? I am told that earnings could easily top 7p in 2004 (not bad for the second year as an AIM listed company) but should escalate dramatically thereafter. By escalation I mean multiplication not addition. It is impossible to set a firm target for this stock but it is plausible that as earnings multiply these shares could race through 10 in a fairly short order. On a risk/reward basis that makes 3DM a very attractive play. That is why my family owns one million shares in the company. At 173.5p it is a buy.
Key Data
EPIC: TDM
NMS: 500
Spread: 170p-177p
Market: AIM
Market Cap: 107 million
ajren
- 20 Nov 2003 19:31
- 15 of 51
Issue of Equity
Janus
- 24 Nov 2003 07:53
- 16 of 51
3DM Worldwide announces Investment and Licensing Deal
with Highseas Technologies Limited
http://www.uk-wire.com/cgi-bin/articles/200311240701013884S.html
Janus
- 24 Nov 2003 07:54
- 17 of 51
3DM Worldwide acquires 20% stake in company planning to list on AIM
http://www.uk-wire.com/cgi-bin/articles/200311240700103876S.html
Janus
- 26 Nov 2003 14:38
- 18 of 51
tobyjug
- 26 Nov 2003 15:10
- 19 of 51
Perhaps it's a bit late to get in TDM but Robotic Technology Systems should do OK out of this contract. And it's in at the begining.
Janus
- 12 Dec 2003 07:41
- 20 of 51
3DM Worldwide PLC
12 December 2003
Press Release 12 December 2003
Guaranteed minimum US$15 million 5-year Silkwood royalty
3DM Worldwide plc ('3DM'), a leader in plastics technology intellectual
property, announces that the development phase of the pre-fabricated housing
system, to be supplied by Silkwood Financial Corporation ('Silkwood') to Mexico,
is now complete.
Under the terms of the original agreement, Silkwood will now pay a 10% royalty
to 3DM on all revenues generated, with a guaranteed minimum of US$15 million
over a five-year period, regardless of how many housing units are sold. This
level of payment is structured so that 3DM will receive a minimum of US$1
million during the first year, US$2 million during the second year, and so on
until receiving at least US$5 million during the fifth year. Payments in each
12-month period are due quarterly in equal amounts, and the first invoice is
being raised immediately. In addition, 3DM will be reimbursed for approximately
US$425,000 in related research and development expenses.
As announced on 7 November 2003, 3DM has granted Global Tech International Inc.
('GTII') a licence to extend the Silkwood project to the United States, where a
potential market opportunity has been identified in the southern states, and
particularly in Texas. Royalty payments will be separately negotiated for each
case, and the structure of these will typically follow the original Silkwood
model.
Ken Brooks, Chairman of 3DM Worldwide plc said: 'The successful completion of
the Silkwood development phase is a significant milestone for 3DM, not just in
financial terms but also in proving the effectiveness of our Powder Impression
Moulding ('PIM') process for the potentially very large global low-cost housing
market. It gives us confidence that 3DM will benefit in the future from further
pre-fabricated housing deals, including those we anticipate being arranged by
GTII in the United States.'
Further information about 3DM can be found at the new website -
www.3dmworldwide.com
- Ends -
For further information:
3DM Worldwide PLC
Ken Brooks, Chairman Tel: +44 (0) 1993 779 468
kenb@3dmworldwide.com
www.3dmworldwide.com
Janus
- 16 Dec 2003 07:48
- 21 of 51
3DM Worldwide PLC
16 December 2003
Press Release 16 December 2003
Extended tyre sensor licence agreement
3DM Worldwide plc ('3DM'), a leader in plastics technology intellectual
property, announces that it has signed a supplemental agreement with Transense
Technologies plc ('Transense') to extend the scope of the field-of-use allowed
under its tyre sensor licence agreement.
Transense has developed a type of tyre sensor based on Surface Acoustic Wave ('
SAW') technology. 3DM has a non-exclusive licence on this sensor technology,
although Transense has also agreed that it will not grant a similar licence to
any company whose primary business is wheel manufacturing before 30 September
2004.
From 1 January 2004 it will be mandatory for tyre sensors to be attached to all
vehicles manufactured in the USA that weigh 10,000 pounds or less. This
legislation has been driven by a mixture of safety and environmental concerns.
Tyre problems are one of the most common causes of vehicle breakdowns, while
hundreds of thousands of accidents each year in the USA are attributed to low
tyre pressures. Under inflated tyres also produce greater road resistance, more
rapid tyre wear and higher fuel consumption. SAW sensors deliver accurate
pressure readings quickly and directly to the driver, they are small and
inexpensive to manufacture, and they do not need batteries.
On 24 November 2003, 3DM announced that, with the consent of Transense, it had
agreed to grant to Global Tech International Inc. ('GTII') a sub-licence for the
use of the SAW tyre sensor technology. Under that agreement, GTII will pay
150,000 to 3DM as well as a royalty equal to 115% of the royalty payable by 3DM
to Transense under the terms of the head licence. The sub-licence will apply
for the duration of the head licence, which is for the life of the patents and
know-how and of any improvements, but only to the NAFTA area, with 3DM retaining
rights to the rest of the world
3DM's original licence agreement with Transense restricted 3DM and hence GTII to
only using sensors that were moulded into the actual wheel. This new agreement
extends the potential field-of-use to any part of an overall wheel, and this
change could be of particular advantage to GTII which is currently in
discussions with one of the leading US automotive groups.
3DM will pay 50,000 to Transense for widening the head licence's field-of-use,
and 3DM will in turn receive 100,000 from GTII for extending the field-of-use
change to the sub-licence agreement. This increases to 250,000 the fee to be
paid by GTII to 3DM, with all royalty and other terms and conditions of 3DM's
sub-licence agreement with GTII remaining unchanged. In addition, also as
announced on 24 November 2003, GTII is currently being acquired by Longborough
Capital plc which is 20% owned by 3DM.
Ken Brooks, Chairman of 3DM Worldwide plc said: 'With the imminent introduction
of new tyre sensor legislation in the USA, this agreement could be extremely
valuable for GTII in its discussions with a major US auto company and, in
addition to the additional sub-licence fee, 3DM would directly benefit from any
contract wins through both royalty income and our 20% stake in Longborough.'
James Perry, Chief Executive of Transense said: 'I am very pleased that 3DM has
requested the extension of the scope of its tyre pressure monitoring licence to
include sensors attached to the wheel and to the valve. We have been testing a
new in-valve system developed over the past year and, having successfully
demonstrated it to 3DM recently, 3DM has decided to broaden its licence to
enable 3DM's sub-licensee to progress its discussions with a leading US
automotive manufacturer.'
Further information about 3DM can be found at the new website -
www.3dmworldwide.com
- Ends -
Legins
- 16 Dec 2003 16:28
- 22 of 51
Two posts with very good RNS news articles (12Dec & 16Dec) following previous good news for 3DM Worldwide and expectations that many more deals are to come in the near future yet the sentiment of mm's is to drop the share price. It does look as if the mm's are flushing out weak buyers. I intend to hold on and a good opportunity to buy in some more.
Andy
- 16 Dec 2003 23:11
- 23 of 51
legins,
Quite a few of the companies that have had such a good run on AIM since the middle of this year are now dropping back somewhat.
What we have to determine is if it's a general trend, or just a few companies that are retracing.
PDX dipped quite a bit, and has now regained half of the recent losses.
I wonder if some are detecting tougher times ahead, and taking profits?
Or moving into gold and resource stocks, as these are widely being tipped to be the winners in 2004?
Cods
- 09 Jan 2004 16:42
- 24 of 51
I have always believed that plastic is almost impossible to repair by welding or any other commonly acceptable method used in other materials wood/steel/fibreglass etc.
Therefore how would I repair my boat if i bumped it?
Any ideas?