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3D Systems (DDD)
skinny
- 23 Feb 2014 10:08
Please note this share is listed on the NYSE and as such, it's full ticker is NYSE:DDDRecent Analyst Opinion
BarChart Indicators
Recent Market news - Barchart
Recent Market news - Yahoo
3D Syetems Key Financial Statistics
skinny
- 23 Feb 2014 10:08
- 2 of 193
I've held/traded this NYSE listed share since last July, having sold half when they doubled and recently added in the 70s.
They are 'nail biting' to hold and can be very volatile - recently, near 10% daily swings are not uncommon.
They offer exposure to an intriguing and potentially huge technology and as such, evoke many and varied viewpoints.
I also have interests in Organavo and Stratesys
They are 'nail biting' to hold and can be very volatile - recently, near 10% daily swings are not uncommon.
They offer exposure to an intriguing and potentially huge technology and as such, evoke many and varied viewpoints.
I also have interests in Organavo and Stratesys
skinny
- 23 Feb 2014 10:11
- 3 of 193
jimmy b
- 23 Feb 2014 18:36
- 4 of 193
I traded this via spread with IG ,your right skinny it's mental , i had a March date and got lucky going up ,do you use spreads on this ?
skinny
- 24 Feb 2014 06:24
- 5 of 193
No I own/trade the shares.
skinny
- 24 Feb 2014 15:35
- 6 of 193
mitzy - 24 Feb 2014 15:43 - 7 of 193
Down 5% not good.
Greyhound - 24 Feb 2014 19:52 - 8 of 193
Decided to sell out Friday after a good run. Probably still a good long term bet but wanted the cash for somewhere else.
skinny
- 24 Feb 2014 20:04
- 9 of 193
cynic
- 24 Feb 2014 20:13
- 10 of 193
i sold my last "piece" at a very nice profit, despite today's fall .... i'll continue holding the larger balance, which i admit is currently a bit out of the money
Greyhound - 24 Feb 2014 20:21 - 11 of 193
It's recovered well after a strong pullback. Somewhat volatile but that's the nature of the beast. I may be back here when I've got some more cash in the ISA in April.
skinny
- 26 Feb 2014 06:26
- 12 of 193
skinny
- 27 Feb 2014 07:32
- 13 of 193
cynic
- 27 Feb 2014 08:07
- 14 of 193
thanks skinny .... a useful even if typically rather hedged conclusion ..... however, if the short term is bullish, that will do for me :-)
skinny
- 27 Feb 2014 12:00
- 15 of 193
Ignoring all of the 'noise' and the massive swings etc, I'd rather be in this technology than out atm.
skinny
- 27 Feb 2014 13:36
- 16 of 193
skinny
- 27 Feb 2014 14:55
- 17 of 193
cynic
- 27 Feb 2014 15:43
- 18 of 193
DDD sp seems unaffected ... another case of paid "research"?
skinny
- 27 Feb 2014 15:46
- 19 of 193
It is difficult (for me anyway) to find decent research sources for US stocks - I'm not even sure what time they report today!!
cynic
- 27 Feb 2014 16:16
- 20 of 193
Quantum Leap regularly recommends US stocks and has good articles accompanying .... you then pick and choose, and of course he doesn't always get in right - e.g. BLNX!!
skinny
- 27 Feb 2014 16:20
- 21 of 193
Rolls-Royce hits ignition on next generation of engines
Rolls Royce to use 3D printing...
A new generation of more powerful, fuel-efficient, cleaner and quieter aero engines are set to burst onto the market with an added extra for airlines: rather than the usual shiny titanium, the huge 11ft diameter turbofans can be delivered in colours to match the customer’s livery.
Rolls-Royce yesterday unveiled a multibillion-pound development plan for two new engine types over the next decade which will use carbonfibre composites built by additive layer manufacturing - or 3D printing techniques to create lighter engines.
Rolls Royce to use 3D printing...
A new generation of more powerful, fuel-efficient, cleaner and quieter aero engines are set to burst onto the market with an added extra for airlines: rather than the usual shiny titanium, the huge 11ft diameter turbofans can be delivered in colours to match the customer’s livery.
Rolls-Royce yesterday unveiled a multibillion-pound development plan for two new engine types over the next decade which will use carbonfibre composites built by additive layer manufacturing - or 3D printing techniques to create lighter engines.
skinny
- 28 Feb 2014 13:18
- 22 of 193
cynic
- 28 Feb 2014 14:18
- 23 of 193
3D Systems said this morning that fourth-quarter revenue grew by 52% to $155 million, exactly what the company had guided to in its preliminary forecast earlier this month. Sales of 3-D printing products leapt by 76% in the quarter, but printing materials and other categories increased at a slower sales pace, which held back overall growth. Still, the company's gross profit margin was steady at 52% and organic growth came in stronger than expected at 34%. 3D Systems also affirmed its revenue forecast for 2014 of $700 million, which would represent a nearly 40% increase from last year's result. Shares are up 1.4% in pre-market trading.
we'll wait and see what happens next :-)
we'll wait and see what happens next :-)
skinny
- 28 Feb 2014 14:21
- 24 of 193
Oh that sounds better! :-)
cynic
- 28 Feb 2014 15:12
- 25 of 193
DDD - sp only +4% today :-)
SSYS - down a smidge yet again
makes you question those analyses yesterday doesn't it
SSYS - down a smidge yet again
makes you question those analyses yesterday doesn't it
skinny
- 28 Feb 2014 16:02
- 26 of 193
Greyhound - 28 Feb 2014 16:03 - 27 of 193
All looks ok to me...
skinny
- 28 Feb 2014 16:58
- 28 of 193
skinny
- 02 Mar 2014 10:30
- 29 of 193
3D Systems' Guidance Exceeds Estimates: Further Upside Ahead
3D Systems (DDD) reported a solid quarter, as it provided a guidance that exceeded expectations. Net income growth is likely to stall as 3D Systems is expected to aggressively invest into its business in order to drive organic sales growth. Acquisitions and high operating expenses seem to go hand-in-hand with high momentum names.
Based on the information provided in the earnings conference call, much of the negativity surrounding the stock isn't justified at the present moment. Besides the concerns surrounding the high earnings multiples, and the euphoric rise of the stock price, there's not a whole lot here to short.
3D Systems (DDD) reported a solid quarter, as it provided a guidance that exceeded expectations. Net income growth is likely to stall as 3D Systems is expected to aggressively invest into its business in order to drive organic sales growth. Acquisitions and high operating expenses seem to go hand-in-hand with high momentum names.
Based on the information provided in the earnings conference call, much of the negativity surrounding the stock isn't justified at the present moment. Besides the concerns surrounding the high earnings multiples, and the euphoric rise of the stock price, there's not a whole lot here to short.
Balerboy
- 02 Mar 2014 15:45
- 30 of 193
Skinny, the epip you have here is for DDD group, not systems...... bit mis-leading for those who don't know.
skinny
- 03 Mar 2014 06:38
- 31 of 193
Ok - I'll move my comment about it being a NYSE listed stock to the header.
cynic
- 03 Mar 2014 07:49
- 32 of 193
dow epic is DDD.O
skinny
- 05 Mar 2014 15:46
- 33 of 193
skinny
- 06 Mar 2014 13:26
- 34 of 193
.
Greyhound - 07 Mar 2014 08:45 - 35 of 193
Potentially good price to be getting back in.
skinny
- 08 Mar 2014 10:12
- 36 of 193
cynic
- 08 Mar 2014 11:03
- 37 of 193
as so often with these edgy or even leading edge stocks, you pay your money and take your choice, always bearing in mind that there's plenty of risk attached to commensurate reward
i currently hold, albeit that it bought at about $89 :-( but on the other hand, i bought and sold another slice a couple of weeks back at a good profit, so may well try the same trick again
i currently hold, albeit that it bought at about $89 :-( but on the other hand, i bought and sold another slice a couple of weeks back at a good profit, so may well try the same trick again
skinny
- 10 Mar 2014 13:36
- 38 of 193
skinny
- 11 Mar 2014 13:25
- 39 of 193
skinny
- 12 Mar 2014 08:09
- 40 of 193
skinny
- 12 Mar 2014 14:24
- 41 of 193
3D Systems: On The Road To Fair Value
Summary
DDD is to face lower margins due to important patent expiration and stronger competition.
Exposure to consumer market and questionable acquisitions have a potential to destroy shareholder value.
Development of the balance sheet positions such as “goodwill” and “inventories” are the first warning signs.
Summary
DDD is to face lower margins due to important patent expiration and stronger competition.
Exposure to consumer market and questionable acquisitions have a potential to destroy shareholder value.
Development of the balance sheet positions such as “goodwill” and “inventories” are the first warning signs.
Shortie - 12 Mar 2014 15:06 - 42 of 193
Should start seeing support at just above 60....
Shortie - 12 Mar 2014 16:49 - 43 of 193
cynic
- 12 Mar 2014 17:00
- 44 of 193
this is such new and cutting edge technology that i think a rational view of a company's value is very difficult to determine
for myself, i took the plunge because i thought it a very interesting field and i can just about see and understand its application
for myself, i took the plunge because i thought it a very interesting field and i can just about see and understand its application
HARRYCAT
- 12 Mar 2014 17:14
- 45 of 193
I understand the application of sex toys and find it an interesting field but it doesn't mean that I am going to buy shares in Anne Summers! :o).....also, equally difficult to determine a value!
EDIT: actually, thinking about it, that is probably a very good application for the 3D printer!.....which could put Anne Summers out of business!
EDIT: actually, thinking about it, that is probably a very good application for the 3D printer!.....which could put Anne Summers out of business!
cynic
- 12 Mar 2014 17:27
- 46 of 193
anne summers may be a pubic company, but certainly not a public one, unless putting on pubic displays in public :-)
Shortie - 12 Mar 2014 17:31 - 47 of 193
I'd agree Cynic, this is why I'm looking at technical support and resistance and not net worth or earnings.
mitzy - 14 Mar 2014 17:27 - 48 of 193
Sub $60 a while.
cynic
- 14 Mar 2014 17:34
- 49 of 193
but not now, but if wall street gets the bit between its teeth to head south as could easily happen, then the drop across the board(s) will be gory to behold
skinny
- 17 Mar 2014 10:50
- 50 of 193
Shortie - 17 Mar 2014 12:01 - 51 of 193
Oh dear, worst article ever that Skinny, I still remember Stanelco saying exactly the same thing...
skinny
- 18 Mar 2014 13:04
- 52 of 193
Shortie, I'll just hold and watch for now - I'm still well in the money so no stress as yet.
Swing Trade 3D Systems, Buy Low Now
Swing Trade 3D Systems, Buy Low Now
skinny
- 18 Mar 2014 15:57
- 53 of 193
This is a "whore's drawers" of a share if ever there was one!
skinny
- 21 Mar 2014 06:19
- 54 of 193
3D Systems: A Merger With Either Hewlett-Packard Or Epson Is Possible
Summary
HP has the money, distribution network, and strong enterprise presence to accelerate 3D Systems sales.
3D Systems offers market leadership and valuable patents. HP's faster printing technology can further improve DDD's products.
3D Systems is trading 33% below its 52-week high, making it more affordable for interested M&A suitors.
Summary
HP has the money, distribution network, and strong enterprise presence to accelerate 3D Systems sales.
3D Systems offers market leadership and valuable patents. HP's faster printing technology can further improve DDD's products.
3D Systems is trading 33% below its 52-week high, making it more affordable for interested M&A suitors.
skinny
- 21 Mar 2014 17:16
- 55 of 193
3D Systems: $83 Or $26? Well, $26 Becomes More And More Likely
Summary
HP’s 3-D printing initiative is a serious blow to the bull thesis on 3D Systems.
Competition is just starting to heat up. The situation is likely to get worse when Asian low-cost companies expand their distribution reach.
3D Systems' ASPs and gross margins are at risk and we expect additional EPS disappointments. Our bear-case valuation stands at $26.
An HP bid for 3D Systems is highly unlikely in our view.
Summary
HP’s 3-D printing initiative is a serious blow to the bull thesis on 3D Systems.
Competition is just starting to heat up. The situation is likely to get worse when Asian low-cost companies expand their distribution reach.
3D Systems' ASPs and gross margins are at risk and we expect additional EPS disappointments. Our bear-case valuation stands at $26.
An HP bid for 3D Systems is highly unlikely in our view.
cynic
- 21 Mar 2014 17:18
- 56 of 193
it seems to me that there are a lot of pundits out there with their own little axe to grind, thus producing totally differing prognoses
for myself, i'm happy to follow QL on this one
for myself, i'm happy to follow QL on this one
skinny
- 21 Mar 2014 17:33
- 57 of 193
$55 under threat.
cynic
- 21 Mar 2014 17:39
- 58 of 193
next numbers 30th April
QL now reckons "weak hold"
QL now reckons "weak hold"
skinny
- 24 Mar 2014 09:36
- 59 of 193
3D Systems: Updating My Outlook
Summary
3D Systems shares have fallen after HP announced it will enter 3D printing business.
Analysts downgrades are likely over the next few months and will keep pressure on 3D Systems shares.
HP is a better way to bet on the future of 3D printing.
Summary
3D Systems shares have fallen after HP announced it will enter 3D printing business.
Analysts downgrades are likely over the next few months and will keep pressure on 3D Systems shares.
HP is a better way to bet on the future of 3D printing.
skinny
- 25 Mar 2014 14:09
- 60 of 193
It looks like $55 has again proven to be support (for now).
cynic
- 25 Mar 2014 14:20
- 61 of 193
confess i bailed out yesterday :-(
skinny
- 25 Mar 2014 14:35
- 62 of 193
I guess you get to sleep easier!
Shortie - 25 Mar 2014 17:03 - 63 of 193
If anything the fact the HP intend to enter the market endorses 3D as a viable business. Make me wonder if HP will obtain its foothold through its own innervations or simply acquire them.
skinny
- 27 Mar 2014 08:02
- 64 of 193
4 Reasons You Should Buy 3D Systems On The Pullback
Summary
3D Systems is delivering solid revenue growth, which means that the company is dominating the 3D printing market.
3D Systems is making strong headway in industrial-grade manufacturing with its direct metal printers.
With a host of acquisitions, 3D Systems is well placed to benefit from the different applications of 3D printing.
While 3D Systems looks overvalued, its earnings growth projection for the next five years is very impressive.
Summary
3D Systems is delivering solid revenue growth, which means that the company is dominating the 3D printing market.
3D Systems is making strong headway in industrial-grade manufacturing with its direct metal printers.
With a host of acquisitions, 3D Systems is well placed to benefit from the different applications of 3D printing.
While 3D Systems looks overvalued, its earnings growth projection for the next five years is very impressive.
skinny
- 03 Apr 2014 15:36
- 65 of 193
3D Systems Is Getting Stronger
Summary
The dental implants market is expected to reach $5 billion in the U.S. by 2018.
Medical Modeling's products are an essential tool for surgeons.
The acquisition will allow the company to enhance its position in the medical devices and solutions segment.
Summary
The dental implants market is expected to reach $5 billion in the U.S. by 2018.
Medical Modeling's products are an essential tool for surgeons.
The acquisition will allow the company to enhance its position in the medical devices and solutions segment.
skinny
- 05 Apr 2014 14:40
- 66 of 193
3D Systems: $100 Price Target Is Justified
Summary
Mergers & Acquisitions is great for 3D Systems. There’s strength in numbers.
3D Systems leads in direct metal additive manufacturing with Phenix.
Medical Modeling gives 3D Systems stronger foothold in health-related 3D printing.
I am going to say it again… M&A growth is not a quicksand but really is an advantage for 3D Systems (DDD). Canaccord Genuity analysts Bobby Burleson and Prabhakar Gowrisankaran reinforced their BUY rating for DDD and raised their price target from $75 to $100. It's a lot higher than my $82 PT but they are the experts, so I agree with their assessment.
Summary
Mergers & Acquisitions is great for 3D Systems. There’s strength in numbers.
3D Systems leads in direct metal additive manufacturing with Phenix.
Medical Modeling gives 3D Systems stronger foothold in health-related 3D printing.
I am going to say it again… M&A growth is not a quicksand but really is an advantage for 3D Systems (DDD). Canaccord Genuity analysts Bobby Burleson and Prabhakar Gowrisankaran reinforced their BUY rating for DDD and raised their price target from $75 to $100. It's a lot higher than my $82 PT but they are the experts, so I agree with their assessment.
cynic
- 05 Apr 2014 14:45
- 67 of 193
may buy back in again, always assuming friday's bloodbath was just an anomaly and not the start of a very sharp retrenchment
skinny
- 07 Apr 2014 16:14
- 68 of 193
Broken below $55 - not so good!
skinny
- 09 Apr 2014 06:55
- 69 of 193
cynic
- 09 Apr 2014 07:16
- 70 of 193
$52.95to be precise ...... a pitfall that I managed to avoid for a change
Shortie - 09 Apr 2014 10:25 - 71 of 193
Now I'd invest in this...
http://www.bbc.co.uk/news/technology-26945020
http://www.bbc.co.uk/news/technology-26945020
skinny
- 09 Apr 2014 11:01
- 72 of 193
No that's neat!
Getting nearer the Star Trek replicators!
Getting nearer the Star Trek replicators!
Shortie - 09 Apr 2014 11:08 - 73 of 193
Your not wrong there Skinny, who wouldn't want a replicator in the kitchen!!
mitzy - 10 Apr 2014 19:48 - 74 of 193
Nasdaq in big fall tonight.
skinny
- 11 Apr 2014 07:03
- 75 of 193
Down an eye watering 10.8%.
mitzy DDD isn't on the NASDAQ.
mitzy DDD isn't on the NASDAQ.
skinny
- 16 Apr 2014 13:37
- 76 of 193
3D Systems: Consumer 3-D Printing Gets A Boost
Summary
3D Systems’ consumer products division gets a boost from Staples, Inc. Some of the 2,000 stores of Staples in 26 countries will likely offer retail-oriented 3D printing services soon.
By making 3D printing to mall shoppers, first-time users no longer need to buy expensive additive manufacturing machines. Staples will educate customers about the benefits of personalized 3D printing.
The expanded distribution deal with Canon Marketing was good enough to keep the 3D Systems (DDD) shorts at bay last April 11. The Staples deal is helping DDD recover.
Summary
3D Systems’ consumer products division gets a boost from Staples, Inc. Some of the 2,000 stores of Staples in 26 countries will likely offer retail-oriented 3D printing services soon.
By making 3D printing to mall shoppers, first-time users no longer need to buy expensive additive manufacturing machines. Staples will educate customers about the benefits of personalized 3D printing.
The expanded distribution deal with Canon Marketing was good enough to keep the 3D Systems (DDD) shorts at bay last April 11. The Staples deal is helping DDD recover.
Shortie - 16 Apr 2014 13:56 - 77 of 193
The SP doesn't much look like its recovering.
skinny
- 16 Apr 2014 14:02
- 78 of 193
I'm no a 'long term holder'!
Sold half when they doubled and @10% down on the remainder.
Sold half when they doubled and @10% down on the remainder.
cynic
- 16 Apr 2014 14:06
- 79 of 193
i'm out of these altogether, at least for the time being
Shortie - 16 Apr 2014 14:22 - 80 of 193
I like the idea and the small kickstarter unit (link on 71) I'd most likely buy as long as you don't need a degree in rocket science to produce anything. I think it will all come down to the software (this is where I'd invest) followed by the cost of the ink/plastic/material used to print with.
skinny
- 23 Apr 2014 06:41
- 81 of 193
Robtec And Project Ara Makes 3D Systems Stronger - Can It Go North Of $55?
Summary
Robtec is not a mom & pop operation. It was founded in 1994 and is the largest additive manufacturing services provider in Brazil and Latin America.
Robtec gives 3D Systems access to multinational clients. Services comprised 28% of 3D Systems’ Q4 revenue. Google’s modular Project Ara phone also helps consumers save money.
Avi Reichental is swiftly making 3D Systems more than just ana dditive manufacturing company. 3D Systems wants it all –AM machines, design, prototyping, production, cloud printing, retail printing, and distribution.
Summary
Robtec is not a mom & pop operation. It was founded in 1994 and is the largest additive manufacturing services provider in Brazil and Latin America.
Robtec gives 3D Systems access to multinational clients. Services comprised 28% of 3D Systems’ Q4 revenue. Google’s modular Project Ara phone also helps consumers save money.
Avi Reichental is swiftly making 3D Systems more than just ana dditive manufacturing company. 3D Systems wants it all –AM machines, design, prototyping, production, cloud printing, retail printing, and distribution.
skinny
- 29 Apr 2014 07:12
- 82 of 193
What 3D Systems Needs To Do To Stop The Bleeding
3D Systems Corp. (DDD) is set to report FQ1 2014 earnings before the market opens on Tuesday, April 29th. 3D printing stocks were all the rage in the bull market of 2013, but the sector hasn't been quite so hot lately. DDD's stock has been nearly halved since the start of the year. Additive manufacturing may still revolutionize the way the majority of physical products are made, but it looks like at the very least the time horizon may be further out than some investors were hoping for. This quarter Wall Street expects DDD to increase revenue by 43% on a year-over-year basis but see profit fall from 21 cents in EPS to 16 cents this quarter. Here's what the investors expect on Tuesday.
3D Systems Corp. (DDD) is set to report FQ1 2014 earnings before the market opens on Tuesday, April 29th. 3D printing stocks were all the rage in the bull market of 2013, but the sector hasn't been quite so hot lately. DDD's stock has been nearly halved since the start of the year. Additive manufacturing may still revolutionize the way the majority of physical products are made, but it looks like at the very least the time horizon may be further out than some investors were hoping for. This quarter Wall Street expects DDD to increase revenue by 43% on a year-over-year basis but see profit fall from 21 cents in EPS to 16 cents this quarter. Here's what the investors expect on Tuesday.
skinny
- 30 Apr 2014 16:35
- 83 of 193
3D Systems: There Is No Need To Panic
Summary
Strong growth in business segments and the organic growth numbers are in line with the industry growth rates.
The bottom-line has suffered due to the focus on achieving higher marker share through increase marketing and sales expenses.
The outlook for the year remains intact and the growth in revenues will be higher in the latter parts of the year.
Summary
Strong growth in business segments and the organic growth numbers are in line with the industry growth rates.
The bottom-line has suffered due to the focus on achieving higher marker share through increase marketing and sales expenses.
The outlook for the year remains intact and the growth in revenues will be higher in the latter parts of the year.
cynic
- 30 Apr 2014 16:36
- 84 of 193
I currently have a order in as I think they've fallen far enough
Shortie - 30 Apr 2014 17:01 - 85 of 193
It just looks like a classic head and shoulders pattern in the chart.
skinny
- 01 May 2014 16:11
- 86 of 193
Currently up 7% - Mad!
cynic
- 01 May 2014 18:49
- 87 of 193
:-)
skinny
- 02 May 2014 06:40
- 88 of 193
Has 3D Systems Bottomed?
Summary
3D Systems' Q1 report sparked a massive sell-off, although the results were in line or better than expected.
Gross margin has declined because of an adverse product mix and a heavy focus on new product launches, which is a short-term negative and a long-term positive.
Strengths in many areas of the business and accelerating materials and services revenue point to a brighter future and a higher share price.
Downside should be limited, and the stock might have bottomed on the day of the earnings release.
Summary
3D Systems' Q1 report sparked a massive sell-off, although the results were in line or better than expected.
Gross margin has declined because of an adverse product mix and a heavy focus on new product launches, which is a short-term negative and a long-term positive.
Strengths in many areas of the business and accelerating materials and services revenue point to a brighter future and a higher share price.
Downside should be limited, and the stock might have bottomed on the day of the earnings release.
skinny
- 08 May 2014 12:31
- 89 of 193
4 Terrific Reasons Why 3D Systems Is A Buy On The Pullback
Summary
3D Systems is making aggressive investments to capture more market, and this is reaping results as seen in its terrific revenue growth.
3D Systems has made a key acquisition to address healthcare, and this market is expected to account for most of 3D printing revenue going forward.
3D Systems' partnership with Google on Project Ara can be a big growth driver.
3D Systems' valuation, balance sheet, and earnings growth projections also indicate that it could be a solid investment.
Summary
3D Systems is making aggressive investments to capture more market, and this is reaping results as seen in its terrific revenue growth.
3D Systems has made a key acquisition to address healthcare, and this market is expected to account for most of 3D printing revenue going forward.
3D Systems' partnership with Google on Project Ara can be a big growth driver.
3D Systems' valuation, balance sheet, and earnings growth projections also indicate that it could be a solid investment.
cynic
- 08 May 2014 12:37
- 90 of 193
the problem with US analysts is that they always seem hopelessly biased, so with something as cutting-edge as 3D, it can be very difficult to form a sensible view
skinny
- 08 May 2014 12:46
- 91 of 193
I do wonder if any of them have left high school yet!
skinny
- 12 May 2014 07:44
- 92 of 193
Why 3D Systems Isn't Worth The Risk
Summary
Investors in 3D Systems are taking on a huge amount of risk.
We expect Hewlett-Packard and other large entities with substantial financial resources to eventually start a value-destructive pricing war in the 3D printing industry.
3D Systems registers a 5 on the Valuentum Buying Index. We prefer ideas in the Best Ideas portfolio.
Summary
Investors in 3D Systems are taking on a huge amount of risk.
We expect Hewlett-Packard and other large entities with substantial financial resources to eventually start a value-destructive pricing war in the 3D printing industry.
3D Systems registers a 5 on the Valuentum Buying Index. We prefer ideas in the Best Ideas portfolio.
skinny
- 12 May 2014 13:27
- 93 of 193
3D Systems: Bullish Or Bearish?
Summary
3D Printing stocks have sold off hard recently as 3D systems is down over 50% from highs.
Even after sell off, company is still overvalued.
Shorter term traders can benefit from countertrend rally, but longer term investors need to wait for stock to fall below $30 per share.
Summary
3D Printing stocks have sold off hard recently as 3D systems is down over 50% from highs.
Even after sell off, company is still overvalued.
Shorter term traders can benefit from countertrend rally, but longer term investors need to wait for stock to fall below $30 per share.
skinny
- 13 May 2014 16:27
- 94 of 193
3D Systems: Short-Term Pain, Long-Term Gain
Summary
3D Systems remains strong for the long-term. Yet, it still has downside and will continue to be swept up in the decline of 3D Printing stocks in the short-term.
3D System's aggressive spending strategy in terms of sales and marketing and R&D is a key determinant of its recent decline in profitability and gross margins.
Declining gross profit margins for 3D Systems can also be attributed to the fact that its top-performing printer revenue segment is also the least profitable.
3D Systems has a significant vulnerability when it comes to the firm's operating cash flow.
Summary
3D Systems remains strong for the long-term. Yet, it still has downside and will continue to be swept up in the decline of 3D Printing stocks in the short-term.
3D System's aggressive spending strategy in terms of sales and marketing and R&D is a key determinant of its recent decline in profitability and gross margins.
Declining gross profit margins for 3D Systems can also be attributed to the fact that its top-performing printer revenue segment is also the least profitable.
3D Systems has a significant vulnerability when it comes to the firm's operating cash flow.
cynic
- 13 May 2014 16:36
- 95 of 193
except that the stock is now chugging upwards
cynic
- 14 May 2014 16:21
- 96 of 193
banked my modest profit this morning, but for sure i'll look to buy back when the next market consolidation (in progress now perhaps) has petered out
skinny
- 22 May 2014 06:44
- 97 of 193
3D Systems' Projected Growth Aided By Healthcare And Consumer
Summary
3D Systems meets expectations, but has a low margin of safety.
Consumer adoption is an emerging trend, and it's starting to accelerate.
3D Systems' acquisition of Medical Modeling is strategic, and puts it in a solid position to compete in healthcare.
Summary
3D Systems meets expectations, but has a low margin of safety.
Consumer adoption is an emerging trend, and it's starting to accelerate.
3D Systems' acquisition of Medical Modeling is strategic, and puts it in a solid position to compete in healthcare.
cynic
- 22 May 2014 11:17
- 98 of 193
i see i bought back in on 19/5 @ $48.75
skinny
- 27 May 2014 09:51
- 99 of 193
Is 3D Systems Ready To Rally?
Summary
3D Systems has finally broken its downtrend, and may be ready to rally.
The worst might be over and the revenue and profitability expectations might improve soon.
Reward-risk ratio is on the bull side right now.
Summary
3D Systems has finally broken its downtrend, and may be ready to rally.
The worst might be over and the revenue and profitability expectations might improve soon.
Reward-risk ratio is on the bull side right now.
skinny
- 27 May 2014 16:21
- 100 of 193
Back above $55 for now.
skinny
- 28 May 2014 14:15
- 101 of 193
Looks like it will be short lived!
What Does The New Equity Offering Mean For 3D Systems Shareholders?
Summary
Equity offering should dilute the current shareholders equity by about 6%.
The negative impact of the offering on the stock price should be short-term.
The decision to raise cash indicates the company might have lined up another acquisition.
What Does The New Equity Offering Mean For 3D Systems Shareholders?
Summary
Equity offering should dilute the current shareholders equity by about 6%.
The negative impact of the offering on the stock price should be short-term.
The decision to raise cash indicates the company might have lined up another acquisition.
skinny
- 29 May 2014 12:36
- 102 of 193
3D Systems: Bullish Or Bearish Stance On The Group's Equity Offering?
Summary
The timing of 3D Systems’ equity issue is quite weird: the bulls will say that the company is likely to announce major acquisitions soon.
The bears will argue that 3D Systems cannot pay acquisitions in stocks anymore and is taking the opportunity of a stock price rebound to raise capital before cutting its guidance.
Deals in the services business (like the Robtec one) are likely to be welcome, as margins in services will be much more resilient than in hardware in our view.
But many analysts and investors are already focused on the integration risks related to 3D Systems’ M&A frenzy. This equity issuance will only add to their fears.
Summary
The timing of 3D Systems’ equity issue is quite weird: the bulls will say that the company is likely to announce major acquisitions soon.
The bears will argue that 3D Systems cannot pay acquisitions in stocks anymore and is taking the opportunity of a stock price rebound to raise capital before cutting its guidance.
Deals in the services business (like the Robtec one) are likely to be welcome, as margins in services will be much more resilient than in hardware in our view.
But many analysts and investors are already focused on the integration risks related to 3D Systems’ M&A frenzy. This equity issuance will only add to their fears.
cynic
- 29 May 2014 12:37
- 103 of 193
views change and vary like the weather
skinny
- 30 May 2014 06:51
- 104 of 193
They certainly do!
3 Great Reasons To Buy 3D Systems On The Drop
Summary
3D Systems' revenue has gained good momentum, and the company is making investments to keep this going.
3D Systems' latest acquisitions should continue driving growth and assist its organic growth.
Since Hewlett-Packard won't be targeting the consumer 3D printing market, 3D Systems will face less competition.
3 Great Reasons To Buy 3D Systems On The Drop
Summary
3D Systems' revenue has gained good momentum, and the company is making investments to keep this going.
3D Systems' latest acquisitions should continue driving growth and assist its organic growth.
Since Hewlett-Packard won't be targeting the consumer 3D printing market, 3D Systems will face less competition.
skinny
- 01 Jun 2014 11:45
- 105 of 193
Long-Term 3D Systems Investors Should Not Be Fazed By Secondary Offering
Summary
With giant corporations like Apple and Google eyeing the 3D printing sector, now appears to be a better time than ever to lock up available competitive resources.
Having already made 45 acquisitions for a total of $520 million, 3D Systems has ample experience in making strategic acquisitions.
Given that the secondary offering is expected to bring the company's net cash above $600 million, investors have another reason to believe that a major acquisition is on the horizon.
3D Systems' recent 11% drop in share price on Wednesday, May 28, was caused by a combination of the secondary offering announcement, negative commentary, and short interest.
I believe that the recent drop in price is merely a hiccup and see $50/share as a desirable entry point.
Summary
With giant corporations like Apple and Google eyeing the 3D printing sector, now appears to be a better time than ever to lock up available competitive resources.
Having already made 45 acquisitions for a total of $520 million, 3D Systems has ample experience in making strategic acquisitions.
Given that the secondary offering is expected to bring the company's net cash above $600 million, investors have another reason to believe that a major acquisition is on the horizon.
3D Systems' recent 11% drop in share price on Wednesday, May 28, was caused by a combination of the secondary offering announcement, negative commentary, and short interest.
I believe that the recent drop in price is merely a hiccup and see $50/share as a desirable entry point.
skinny
- 02 Jun 2014 12:45
- 106 of 193
cynic
- 02 Jun 2014 13:34
- 107 of 193
skinny - did you ever buy any of these? ..... i currently have a modest number that i bought at $48.75 and i reckon i'll just sit on them for a bit
skinny
- 02 Jun 2014 13:42
- 108 of 193
Yes as posted above, I bought in July last year, sold half when they doubled and bought some more in the the 70s - I'm currently down 5% on what I hold, but they are essentialy free.
skinny
- 03 Jun 2014 06:06
- 109 of 193
3D Systems: A Major Short Squeeze Coming?
Summary
3D Systems is a highly shorted stock.
Last year's equity sale basically set a bottom.
Analyst/Investor meeting next week.
More acquisitions are expected.
High potential reward, but not without risk.
Summary
3D Systems is a highly shorted stock.
Last year's equity sale basically set a bottom.
Analyst/Investor meeting next week.
More acquisitions are expected.
High potential reward, but not without risk.
cynic
- 03 Jun 2014 16:47
- 110 of 193
banked a paltry profit, which is better than a paltry loss, purely because a general correction must surely be overdue
skinny
- 04 Jun 2014 08:17
- 111 of 193
3D Systems: Strong Buy On Strong Direct Metal Printing Demand
Summary
3D Systems will continue to thrive despite the emergence of cheaper additive manufacturing printers. Its long list of clients will help keep 3D Systems maintain its double-digit top line growth.
Industrial direct metal printing demand is a strong tailwind for 3D Systems. Catering to corporate clients is a high-margin business, consumer 3-D printing is not.
Twenty analysts rate DDD a Buy. Wal-Mart is looking for a 3-D printing company to buy.
Summary
3D Systems will continue to thrive despite the emergence of cheaper additive manufacturing printers. Its long list of clients will help keep 3D Systems maintain its double-digit top line growth.
Industrial direct metal printing demand is a strong tailwind for 3D Systems. Catering to corporate clients is a high-margin business, consumer 3-D printing is not.
Twenty analysts rate DDD a Buy. Wal-Mart is looking for a 3-D printing company to buy.
cynic
- 04 Jun 2014 08:19
- 112 of 193
i know i'll buy back in in due course but a bit leery about the markets in general
skinny
- 09 Jun 2014 16:35
- 113 of 193
3D Systems: Analyst Day Tomorrow, Guidance Cut Or Relief Rally?
Summary
The NYC analyst day will give management the opportunity to discuss its recent equity offering and M&A ambitions.
The message around the 2014 guidance will be key as concerns emerged recently about the group’s ability to reach its targets.
After talking of a back-end loaded guidance in Q1, 3D Systems could go one step further and cut it.
If the company leaves unchanged its guidance, this could spark a relief rally.
We reiterate our long-term negative stance on the stock, but the analyst meeting could be a short-term trading buy opportunity on 3D Systems.
Summary
The NYC analyst day will give management the opportunity to discuss its recent equity offering and M&A ambitions.
The message around the 2014 guidance will be key as concerns emerged recently about the group’s ability to reach its targets.
After talking of a back-end loaded guidance in Q1, 3D Systems could go one step further and cut it.
If the company leaves unchanged its guidance, this could spark a relief rally.
We reiterate our long-term negative stance on the stock, but the analyst meeting could be a short-term trading buy opportunity on 3D Systems.
skinny
- 10 Jun 2014 06:46
- 114 of 193
Bottom Is In For 3D Systems
Summary
Open-ended potential for 3-D printing; aviation, food, medicine, mobile and fashion.
Partnerships with Google, Intel and Hershey.
Still risky, but 50% drop gives investors an opportunity to buy.
Summary
Open-ended potential for 3-D printing; aviation, food, medicine, mobile and fashion.
Partnerships with Google, Intel and Hershey.
Still risky, but 50% drop gives investors an opportunity to buy.
skinny
- 10 Jun 2014 16:36
- 115 of 193
3D Systems Ups the Outlook,
Shares of 3-D printer maker 3D Systems (DDD) are up 29 cents, or 0.7%, at $50.45, after the company this morning took the occasion of its analyst day presentation, taking place in New York, to raise its outlook for this year’s revenue to a range of $695 million to $735 million, from a prior $680 million to $720 million, offered back in late April.
The company is sticking with the prior forecast for profit, however, of 73 cents to 85 cents this year. 3D Systems said its still intends to double its annual revenue between last year and next year, to $1 billion or more.
Shares of 3-D printer maker 3D Systems (DDD) are up 29 cents, or 0.7%, at $50.45, after the company this morning took the occasion of its analyst day presentation, taking place in New York, to raise its outlook for this year’s revenue to a range of $695 million to $735 million, from a prior $680 million to $720 million, offered back in late April.
The company is sticking with the prior forecast for profit, however, of 73 cents to 85 cents this year. 3D Systems said its still intends to double its annual revenue between last year and next year, to $1 billion or more.
skinny
- 12 Jun 2014 06:28
- 116 of 193
3D Systems: A Look At Analyst Day And The Future
Summary
FY 2014 guidance raise was not enough for 3D Systems, as investors pushed the share price below $50.
The company laid out the plan for strong revenue growth in the next two years, and strong expectations for the 3D printing industry through 2020.
EPS guidance was reaffirmed, and while this is somewhat disappointing, margin expansion is coming in 2015.
Summary
FY 2014 guidance raise was not enough for 3D Systems, as investors pushed the share price below $50.
The company laid out the plan for strong revenue growth in the next two years, and strong expectations for the 3D printing industry through 2020.
EPS guidance was reaffirmed, and while this is somewhat disappointing, margin expansion is coming in 2015.
skinny
- 18 Jun 2014 09:34
- 117 of 193
4 Solid Reasons To Stay Away From 3D Systems
Summary
3D Systems might be positioned to benefit from a fast-growing 3D printing industry, but competitors such as Hewlett-Packard will make the going difficult.
The expiry of patents will hurt 3D Systems.
Too many acquisitions are hurting 3D Systems, and the company even diluted shareholder value recently to make more acquisitions.
Disruptive innovations in the 3D printing industry might hurt 3D Systems going forward.
Summary
3D Systems might be positioned to benefit from a fast-growing 3D printing industry, but competitors such as Hewlett-Packard will make the going difficult.
The expiry of patents will hurt 3D Systems.
Too many acquisitions are hurting 3D Systems, and the company even diluted shareholder value recently to make more acquisitions.
Disruptive innovations in the 3D printing industry might hurt 3D Systems going forward.
skinny
- 20 Jun 2014 06:35
- 118 of 193
3D Systems: Bottomed Out And Rallying. Here's How To Maximize Gains
Summary
3D Systems bottomed out just below $50 and started to rally after increased revenue forecast.
Organic growth is expected to remain at 30% for 2015 while margins will increase.
Carefully timing your call and put options will maximize your gains.
Summary
3D Systems bottomed out just below $50 and started to rally after increased revenue forecast.
Organic growth is expected to remain at 30% for 2015 while margins will increase.
Carefully timing your call and put options will maximize your gains.
cynic
- 20 Jun 2014 08:29
- 119 of 193
i got out again for a small profit a couple of days back
i really don't like this market at all, though i seem to be consistently wrong at the moment
i really don't like this market at all, though i seem to be consistently wrong at the moment
skinny
- 30 Jun 2014 07:28
- 120 of 193
3D Systems: About That Short Squeeze
Summary
3D Systems' short interest continues higher.
Short squeeze potential even greater now.
Company recently raised 2014 revenue guidance.
Summary
3D Systems' short interest continues higher.
Short squeeze potential even greater now.
Company recently raised 2014 revenue guidance.
skinny
- 30 Jun 2014 16:32
- 121 of 193
Consider 3D Systems On The Pullback To Profit From 3-D Printing (DDD)
Summary
3D Systems is aggressively investing in its business to make the most of the big 3-D printing opportunity.
3D Systems' acquisition of Medical Modeling should allow it to penetrate the lucrative medical 3-D printing market.
3D Systems has strong fundamentals, and its earnings growth is expected to outpace the broader industry going forward.
Summary
3D Systems is aggressively investing in its business to make the most of the big 3-D printing opportunity.
3D Systems' acquisition of Medical Modeling should allow it to penetrate the lucrative medical 3-D printing market.
3D Systems has strong fundamentals, and its earnings growth is expected to outpace the broader industry going forward.
skinny
- 01 Jul 2014 06:22
- 122 of 193
3 Reasons Why I'm Still Bullish On 3D Systems
Summary
3D Systems technology can help soccer players. Athletic application of additive manufacturing is a solid future revenue avenue.
3D Systems has a strong lead in healthcare applications. It has products that can help injured athletes and ordinary patients.
Technical indicators say DDD is still worth buying, in spite of its recent double-digit surge.
Summary
3D Systems technology can help soccer players. Athletic application of additive manufacturing is a solid future revenue avenue.
3D Systems has a strong lead in healthcare applications. It has products that can help injured athletes and ordinary patients.
Technical indicators say DDD is still worth buying, in spite of its recent double-digit surge.
skinny
- 01 Jul 2014 16:47
- 123 of 193
Currently up 7% - looking for $65 pdq.
cynic
- 01 Jul 2014 16:55
- 124 of 193
currently $67.78
missed this one badly but at least it didn't cost me money for a change
missed this one badly but at least it didn't cost me money for a change
skinny
- 01 Jul 2014 16:58
- 125 of 193
Blimey that moved up quickly - the chart is looking quiet bullish!
kimoldfield
- 01 Jul 2014 17:14
- 126 of 193
Awesome! :o)
cynic
- 01 Jul 2014 17:40
- 127 of 193
$68.74 and dow having a charge towards 17,000 .... at which point, who knows
skinny
- 01 Jul 2014 20:35
- 128 of 193
Unfortunately I've been out this evening or may (or not) have been tempted to sell - it obviously didn't like the air above $69.
cynic
- 01 Jul 2014 20:44
- 129 of 193
it's back to $63.31
skinny
- 02 Jul 2014 06:01
- 130 of 193
3D Systems: Takeover Speculation And Shorts Covering Their Bets Pushes Stock Above $63
Summary
DDD is now higher than my March buy-in price of $62. Takeover rumors might be one of the reasons for the big July 1 rally.
It took a long time for this heavily shorted stock to recover but I’m glad the bull case is now getting stronger for 3D Systems.
Short-sellers trying to cover their bets will likely continue to contribute to the upside run of DDD this week.
Short-term Technical indicators for 3-D Systems are still hinting more upside potential.
Summary
DDD is now higher than my March buy-in price of $62. Takeover rumors might be one of the reasons for the big July 1 rally.
It took a long time for this heavily shorted stock to recover but I’m glad the bull case is now getting stronger for 3D Systems.
Short-sellers trying to cover their bets will likely continue to contribute to the upside run of DDD this week.
Short-term Technical indicators for 3-D Systems are still hinting more upside potential.
skinny
- 02 Jul 2014 06:02
- 131 of 193
Have a click on the Barcharts link in the header to graphically see the last point.
skinny
- 04 Jul 2014 14:58
- 132 of 193
3D Systems Will Continue Its Rally
Summary
The rumors about the takeover has pushed the stock price up over the last two weeks.
Fear among the short sellers has been another factor in pushing the stock price up.
This fear in short sellers will remain over the next few days amidst the rumours about a takeover.
Summary
The rumors about the takeover has pushed the stock price up over the last two weeks.
Fear among the short sellers has been another factor in pushing the stock price up.
This fear in short sellers will remain over the next few days amidst the rumours about a takeover.
skinny
- 07 Jul 2014 10:05
- 133 of 193
3D Systems Can Benefit From Home Robotics
Summary
A 3-D printer lets people create custom looks for home-centric robots like the upcoming $1,600 Jimmy the Robot product from Intel.
Google is also interested in consumer robotics.
3D Systems has a potential source of revenue growth from Intel and Google’s moves to popularize affordable smart robots.
Summary
A 3-D printer lets people create custom looks for home-centric robots like the upcoming $1,600 Jimmy the Robot product from Intel.
Google is also interested in consumer robotics.
3D Systems has a potential source of revenue growth from Intel and Google’s moves to popularize affordable smart robots.
skinny
- 11 Jul 2014 15:45
- 134 of 193
Will The Market Drag Down 3D Systems?
Summary
3D printing stocks surged on takeover rumors last week only to give back gains.
The sharp selloff in the momentum stocks might weigh on 3D Systems in the short-term.
There is still plenty of upside left in the long run.
3D Systems should get support at two key areas to keep the rally alive.
Summary
3D printing stocks surged on takeover rumors last week only to give back gains.
The sharp selloff in the momentum stocks might weigh on 3D Systems in the short-term.
There is still plenty of upside left in the long run.
3D Systems should get support at two key areas to keep the rally alive.
skinny
- 14 Jul 2014 07:36
- 135 of 193
3D Systems: Short Squeeze, Part 2
Summary
3D Systems appeared to have a short squeeze.
Investors who took a chance were handsomely rewarded.
Short interest in late June declined slightly even with stock's rise.
The next short interest update will be interesting.
Short squeeze potential remains, and earnings are coming up.
Summary
3D Systems appeared to have a short squeeze.
Investors who took a chance were handsomely rewarded.
Short interest in late June declined slightly even with stock's rise.
The next short interest update will be interesting.
Short squeeze potential remains, and earnings are coming up.
cynic
- 14 Jul 2014 08:28
- 136 of 193
skinny - you're the whizz at posting us charts and stuff ..... do you fancy setting up something for Tripadvisor?
skinny
- 14 Jul 2014 08:47
- 137 of 193
skinny
- 16 Jul 2014 19:31
- 138 of 193
Don't Ignore 3D Systems' Long-Term Potential
Summary
3D Systems is well-positioned to benefit from the healthcare segment.
3D Systems' innovations and acquisitions will drive long-term growth.
The 37% YTD drop in 3D Systems' valuation represents a great buying opportunity.
Summary
3D Systems is well-positioned to benefit from the healthcare segment.
3D Systems' innovations and acquisitions will drive long-term growth.
The 37% YTD drop in 3D Systems' valuation represents a great buying opportunity.
kimoldfield
- 17 Jul 2014 00:37
- 139 of 193
skinny
- 17 Jul 2014 05:40
- 140 of 193
Interesting article Kim.
skinny
- 17 Jul 2014 06:37
- 141 of 193
3 Reasons Why 3D Systems Is Good For Investors In The Long Run
Summary
3D Systems is covering all the bases, including industries, materials and business models.
Printing speeds are improving. The company's new fab-grade printer exceeds the productivity of traditional injection molding.
Consistent growth in revenue and earnings point toward the management's ability to execute.
Summary
3D Systems is covering all the bases, including industries, materials and business models.
Printing speeds are improving. The company's new fab-grade printer exceeds the productivity of traditional injection molding.
Consistent growth in revenue and earnings point toward the management's ability to execute.
kimoldfield
- 17 Jul 2014 07:32
- 142 of 193
Yes, I hadn't realised that 3D printing had been invented in 1983!
goldfinger
- 19 Jul 2014 10:55
- 143 of 193
3D printers on sale to the public..............
http://www.bloomberg.com/news/2014-07-14/home-depot-starts-selling-3-d-printers-in-stores-for-first-time.html
http://www.bloomberg.com/news/2014-07-14/home-depot-starts-selling-3-d-printers-in-stores-for-first-time.html
skinny
- 23 Jul 2014 12:05
- 144 of 193
cynic - did you see post 137?
cynic
- 24 Jul 2014 08:02
- 145 of 193
i hadn't i was i was out all day
skinny
- 24 Jul 2014 08:06
- 146 of 193
cynic - why not post that on the thread that you asked for! Tripadvisor
cynic
- 24 Jul 2014 08:10
- 147 of 193
quite right .... it's just that i saw skinny's post
skinny
- 28 Jul 2014 15:18
- 148 of 193
3D Systems Update: Short Interest Hits New High
Summary
3D Systems recently saw another new high in short interest.
Year to date, short interest is up nearly 132%.
Short squeeze potential, noted in my previous article, continues to climb.
Investors wanting to play the squeeze should re-enter the name.
Summary
3D Systems recently saw another new high in short interest.
Year to date, short interest is up nearly 132%.
Short squeeze potential, noted in my previous article, continues to climb.
Investors wanting to play the squeeze should re-enter the name.
skinny
- 29 Jul 2014 14:04
- 149 of 193
skinny
- 29 Jul 2014 18:14
- 150 of 193
3D Systems Not Allowed To Miss In Q2
Summary
3D Systems has no choice but to deliver on expectations in Q2: a miss, even a small one, following an equity issue is rarely well received by investors.
That said, the company should report roughly in line with the Street ($0.18 EPS) and reiterate its guidance.
The gross margin development will be interesting to watch: if 3D Systems does not stem its gross margin decline soon, concerns will probably be mounting about the company’s long-term earnings power.
(NYSE:DDD) reports its Q2 earnings on Thursday.
Summary
3D Systems has no choice but to deliver on expectations in Q2: a miss, even a small one, following an equity issue is rarely well received by investors.
That said, the company should report roughly in line with the Street ($0.18 EPS) and reiterate its guidance.
The gross margin development will be interesting to watch: if 3D Systems does not stem its gross margin decline soon, concerns will probably be mounting about the company’s long-term earnings power.
(NYSE:DDD) reports its Q2 earnings on Thursday.
skinny
- 31 Jul 2014 14:01
- 151 of 193
3D Systems Reports Second Quarter and Six Months 2014 Financial Results
-Expanding installed base and increased utilization fueled materials revenue growth of 30%
-Higher demand for design and manufacturing printers drove a 126% unit sales increase for the category
-Increased revenue guidance on strong business fundamentals and recent announcements
-Improving enterprise-wide synergies delivered $19 million of cash from operations
-Expanding installed base and increased utilization fueled materials revenue growth of 30%
-Higher demand for design and manufacturing printers drove a 126% unit sales increase for the category
-Increased revenue guidance on strong business fundamentals and recent announcements
-Improving enterprise-wide synergies delivered $19 million of cash from operations
skinny
- 31 Jul 2014 14:54
- 152 of 193
Plop!
skinny
- 31 Jul 2014 15:21
- 153 of 193
Update: 3D Systems Earnings-Disappointing
Summary
3D Systems’ Q2 report is largely disappointing as the company missed EPS and revenue expectations.
Full-year guidance was revised slightly higher which is also a major disappointment given the recent acquisitions.
The company is likely enable to grow at a rate that is needed to deserve a higher valuation and I am reducing my price target.
Summary
3D Systems’ Q2 report is largely disappointing as the company missed EPS and revenue expectations.
Full-year guidance was revised slightly higher which is also a major disappointment given the recent acquisitions.
The company is likely enable to grow at a rate that is needed to deserve a higher valuation and I am reducing my price target.
skinny
- 07 Aug 2014 06:51
- 154 of 193
3D Systems: Looking Beyond The Short-Term Pain
Summary
3D Systems has taken a massive beating this year, but investors need to look beyond the short-term pain.
3D Systems is aggressively investing in new products and acquisitions for growth.
Driven by strong prospects in the medical 3D printing market and the overall 3D printing industry, 3D Systems is on track to deliver growth in the long run.
Summary
3D Systems has taken a massive beating this year, but investors need to look beyond the short-term pain.
3D Systems is aggressively investing in new products and acquisitions for growth.
Driven by strong prospects in the medical 3D printing market and the overall 3D printing industry, 3D Systems is on track to deliver growth in the long run.
cynic
- 07 Aug 2014 10:19
- 155 of 193
it's most certainly taken a bashing and i just may buy a few at these relatively low levels
skinny
- 13 Aug 2014 09:21
- 156 of 193
3D Systems: Time For A Short Squeeze?
Summary
Short interest spiked to a new high in late July.
So far in 2014, short interest is up 145%.
More than a third of the float was short into earnings.
Company announced expanded manufacturing facility.
Will a short squeeze come?
Summary
Short interest spiked to a new high in late July.
So far in 2014, short interest is up 145%.
More than a third of the float was short into earnings.
Company announced expanded manufacturing facility.
Will a short squeeze come?
skinny
- 19 Aug 2014 12:34
- 157 of 193
Update: 3D Systems' 2 Acquisitions Will Expand Its Footprint In Aerospace
Summary
3D systems announced the acquisition of two of its sister companies; APP and APM.
The acquisitions are in line with our expectations and the company's strategy of complementing organic growth with acquisitions.
Our stance have been reaffirmed and we believe the company will continue to grow through expansions as well as organically.
Summary
3D systems announced the acquisition of two of its sister companies; APP and APM.
The acquisitions are in line with our expectations and the company's strategy of complementing organic growth with acquisitions.
Our stance have been reaffirmed and we believe the company will continue to grow through expansions as well as organically.
skinny
- 26 Aug 2014 14:38
- 158 of 193
3D Systems: Short-Term Issues Should Give Rise To Long-Term Benefits
Summary
3D Systems is down this year, but the company is on track to benefit from various new applications such as the Project Ara and secular growth of 3D printing.
3D Systems is diversifying itself to tap more end markets through acquisitions, and this is a smart move.
3D Systems is upgrading its manufacturing facilities to meet impending demand for 3D printing applications.
Summary
3D Systems is down this year, but the company is on track to benefit from various new applications such as the Project Ara and secular growth of 3D printing.
3D Systems is diversifying itself to tap more end markets through acquisitions, and this is a smart move.
3D Systems is upgrading its manufacturing facilities to meet impending demand for 3D printing applications.
skinny
- 27 Aug 2014 16:42
- 159 of 193
3D Systems - Short Interest Reaches A New High, That Does Not Sound Good For The Bulls
Summary
Short interest spikes to a record 36.87m shares.
Short investors did not take their profits in early August and continued to add to their positions.
This suggests that many investors now share our view that the expiry of key patents is sparking increased competition and pricing pressures across the industry.
We reiterate our negative stance on the stock and our $26 target price.
Summary
Short interest spikes to a record 36.87m shares.
Short investors did not take their profits in early August and continued to add to their positions.
This suggests that many investors now share our view that the expiry of key patents is sparking increased competition and pricing pressures across the industry.
We reiterate our negative stance on the stock and our $26 target price.
skinny
- 28 Aug 2014 07:54
- 160 of 193
3D Systems: Why A Short Squeeze Is Now More Likely
Summary
Short interest hit another new high in mid-August.
More than 35% of the float now short.
Additionally, days to cover ratio at new high.
Possibility of a short squeeze has increased further.
Summary
Short interest hit another new high in mid-August.
More than 35% of the float now short.
Additionally, days to cover ratio at new high.
Possibility of a short squeeze has increased further.
skinny
- 10 Sep 2014 07:07
- 161 of 193
Metal 3-D Printing Will Be A Key Segment For The Company
Summary
Metal 3-D printing segment recorded a growth rate of 76% during 2013, making it the fastest growing segment of the 3-D printing industry.
Expensive nature of metal printers makes it possible for 3-D printing companies to have higher margins in this segment.
3D Systems has been trying to expand this segment in the past with Phenix Systems acquisition and now with LayerWise.
LayerWise acquisition will add to both the industrial as well as the medical segment of the company.
Summary
Metal 3-D printing segment recorded a growth rate of 76% during 2013, making it the fastest growing segment of the 3-D printing industry.
Expensive nature of metal printers makes it possible for 3-D printing companies to have higher margins in this segment.
3D Systems has been trying to expand this segment in the past with Phenix Systems acquisition and now with LayerWise.
LayerWise acquisition will add to both the industrial as well as the medical segment of the company.
skinny
- 11 Sep 2014 08:17
- 162 of 193
3D Systems' Diversifying Tactics
Summary
3D Systems released desktop 3D printers in 2013.
3D Systems is increasing focus on metals, following the Phenix Group acquisition.
3D Systems is expanding and diversifying, representing the entire 3D printing market.
Summary
3D Systems released desktop 3D printers in 2013.
3D Systems is increasing focus on metals, following the Phenix Group acquisition.
3D Systems is expanding and diversifying, representing the entire 3D printing market.
skinny
- 16 Sep 2014 05:58
- 163 of 193
3D Systems Corporation Intrinsic Valuation: A Best Case And A Conservative Scenario
Summary
Forecasts for 3D printing market growth and opportunity vary widely across market research firms and analysts.
3D Systems is pursuing an aggressive growth strategy through numerous acquisitions aimed at covering all market opportunities that are emerging in 3D printing.
Even if the success of current strategy will secure 3D Systems a significant role in the 3D printing market, the stock price is currently overvalued.
Summary
Forecasts for 3D printing market growth and opportunity vary widely across market research firms and analysts.
3D Systems is pursuing an aggressive growth strategy through numerous acquisitions aimed at covering all market opportunities that are emerging in 3D printing.
Even if the success of current strategy will secure 3D Systems a significant role in the 3D printing market, the stock price is currently overvalued.
skinny
- 16 Sep 2014 05:59
- 164 of 193
skinny
- 26 Sep 2014 15:25
- 165 of 193
3D Systems: Is A Short Squeeze Coming?
Summary
The current short interest in DDD is close to all time high levels, and over 35 million share are sold short.
Declining average trading volume means the short interest ratio/days to cover has gone up despite a fall in the overall short interest in the stock.
There is a possibility of short squeeze happening as I believe the company will come out with better than expected results at the end of the next month.
Full integration of Phenix Systems will allow 3D Systems to report impressive organic growth numbers.
Unexpected contract from GM will also result in pushing the total revenues for the quarter up by about 2-4%.
Summary
The current short interest in DDD is close to all time high levels, and over 35 million share are sold short.
Declining average trading volume means the short interest ratio/days to cover has gone up despite a fall in the overall short interest in the stock.
There is a possibility of short squeeze happening as I believe the company will come out with better than expected results at the end of the next month.
Full integration of Phenix Systems will allow 3D Systems to report impressive organic growth numbers.
Unexpected contract from GM will also result in pushing the total revenues for the quarter up by about 2-4%.
HARRYCAT
- 30 Sep 2014 09:03
- 166 of 193
Post removed........
skinny
- 30 Sep 2014 09:30
- 167 of 193
Harry please see the first line in the opening post! :-)
skinny
- 30 Sep 2014 09:35
- 168 of 193
Why Investors Shouldn't Discount 3D Systems' Acquisitions
Summary
3D Systems has been criticized for lack of earnings growth, but the company is doing the right thing by investing in acquisitions.
3D Systems' acquisitions in the field of medical and healthcare applications, which are growing fast, will lead to better performances in the long run.
3D Systems is also focusing on increasing printing speed and improving its capability.
Summary
3D Systems has been criticized for lack of earnings growth, but the company is doing the right thing by investing in acquisitions.
3D Systems' acquisitions in the field of medical and healthcare applications, which are growing fast, will lead to better performances in the long run.
3D Systems is also focusing on increasing printing speed and improving its capability.
skinny
- 30 Sep 2014 11:15
- 169 of 193
Is Now The Time To Buy 3D Systems?
Summary
Stock weakness combined with the passage of time makes 3D Systems more attractive.
The scary chart of the past is now more reasonable for long-term investors.
Investors need to confirm that Q2 earnings were indeed the trough with a large rebound in store for 2015 before the stock becomes an ultimate bargain.
Summary
Stock weakness combined with the passage of time makes 3D Systems more attractive.
The scary chart of the past is now more reasonable for long-term investors.
Investors need to confirm that Q2 earnings were indeed the trough with a large rebound in store for 2015 before the stock becomes an ultimate bargain.
cynic
- 06 Oct 2014 15:36
- 170 of 193
i reckon that at $44.12 they were a good bet so have a modest number and shall probably just sit on them
may also put a few in my sipp
may also put a few in my sipp
skinny
- 07 Oct 2014 15:51
- 171 of 193
3D Systems: The HP Threat Resurfaces
Summary
The new HP Inc. plans to become a major 3-D printing player.
Rising competition suggests that 3D Systems’ ASP and margins will keep going down.
Consensus expectation of a strong operating margin recovery in 2015 (23% vs. 18% in 2014) is not realistic.
Summary
The new HP Inc. plans to become a major 3-D printing player.
Rising competition suggests that 3D Systems’ ASP and margins will keep going down.
Consensus expectation of a strong operating margin recovery in 2015 (23% vs. 18% in 2014) is not realistic.
skinny
- 09 Oct 2014 12:21
- 172 of 193
The Takeover Thesis Could Resurface Following The HP Spin-Off Announcement
Summary
The new HP outlined plans to expand into 3-D printing and will soon have much more flexibility to make acquisitions.
We believe that HP is more likely to focus on the acquisition of small 3-D players.
And stick to our view that M&A is not a likely exit opportunity for 3D Systems shareholders.
Summary
The new HP outlined plans to expand into 3-D printing and will soon have much more flexibility to make acquisitions.
We believe that HP is more likely to focus on the acquisition of small 3-D players.
And stick to our view that M&A is not a likely exit opportunity for 3D Systems shareholders.
skinny
- 13 Oct 2014 13:50
- 173 of 193
3D Systems: Short Interest Surprisingly Declines
Summary
Short interest was down 6% in late September.
Since then, HP has announced its plan to become a major 3-D printing player.
And a tricky Q3 report is just ahead.
Short interest is likely to rise again. We reiterate our negative stance and $26 target price.
Summary
Short interest was down 6% in late September.
Since then, HP has announced its plan to become a major 3-D printing player.
And a tricky Q3 report is just ahead.
Short interest is likely to rise again. We reiterate our negative stance and $26 target price.
skinny
- 24 Nov 2014 15:46
- 174 of 193
Finally A Positive! 3D Systems Makes A Bold Move In Design Software
Summary
3D Systems acquires design software vendor Cimatron.
The transaction makes strategic sense and is financially attractive.
But it’s clearly too early to call the Cimatron acquisition a success as Autodesk is a major threat.
Summary
3D Systems acquires design software vendor Cimatron.
The transaction makes strategic sense and is financially attractive.
But it’s clearly too early to call the Cimatron acquisition a success as Autodesk is a major threat.
Shortie - 19 Dec 2014 13:11 - 175 of 193
Saw this and thought it should be added, yet another use for 3D printing!
http://www.bbc.co.uk/news/science-environment-30549341
http://www.bbc.co.uk/news/science-environment-30549341
cynic
- 19 Dec 2014 13:19
- 176 of 193
i'm still holding mine ..... may put into sipp instead
Shortie - 19 Dec 2014 14:37 - 177 of 193
Ooopps wrong thread.
skinny
- 31 Dec 2014 11:12
- 178 of 193
Shortie - 31 Dec 2014 11:24 - 179 of 193
Eventually yes I think there will be, when the price becomes low enough... For now though compounds such as polymorph will suffice.
skinny
- 13 Jan 2015 12:19
- 180 of 193
Shortie - 16 Jan 2015 09:54 - 181 of 193
Have you seen these, you can buy them on amazon and from maplins too. A big contender I think.
https://www.kickstarter.com/projects/1351910088/3doodler-20-the-worlds-first-3d-printing-pen-reinv
https://www.kickstarter.com/projects/1351910088/3doodler-20-the-worlds-first-3d-printing-pen-reinv
skinny
- 16 Jan 2015 12:27
- 182 of 193
Blimey.
Shortie - 16 Jan 2015 13:23 - 183 of 193
There are others too if you do a google search... I've always wondered how easy it'd be to use a 3D printer for simple applications and if you'd need a computer degree to produce anything. These pens and 3D sketching looks simple, loads of vids on YouTube, someone has even done a quadcopter!! At the price too I think these will quickly catch on..
skinny
- 22 Jan 2015 08:22
- 184 of 193
Update: 3D Systems To Acquire Cimatron
Summary
The shareholders approved the transaction, so we have to wait for the regulatory approvals.
As we explained, the best option is to exit now. The merger has to be accepted by the Israeli authorities, and it will take a lot of time.
The strategy already returned 2% to investors. In this article, we explain how.
Summary
The shareholders approved the transaction, so we have to wait for the regulatory approvals.
As we explained, the best option is to exit now. The merger has to be accepted by the Israeli authorities, and it will take a lot of time.
The strategy already returned 2% to investors. In this article, we explain how.
skinny
- 05 Feb 2015 15:22
- 185 of 193
3D Systems: The Baby That Should Not Go Out With The Bath Water
Summary
Earnings and cash flow far outruns SSYS.
Big players do not automatically win in a new market.
Law of large numbers and production and design efficiencies will improve earnings and margins.
Summary
Earnings and cash flow far outruns SSYS.
Big players do not automatically win in a new market.
Law of large numbers and production and design efficiencies will improve earnings and margins.
skinny
- 23 Feb 2015 15:19
- 186 of 193
3D Systems: Bankruptcy And Goodwill Impairments Aren't The Real Threats
Summary
3D Systems faces many threats in the 3D printer market, but goodwill charges and bankruptcy aren't part of that discussion.
A large goodwill writedown could occur with the Q4 report.
Valuation metrics are turning more positive after starting 2014 at outrageous levels.
Summary
3D Systems faces many threats in the 3D printer market, but goodwill charges and bankruptcy aren't part of that discussion.
A large goodwill writedown could occur with the Q4 report.
Valuation metrics are turning more positive after starting 2014 at outrageous levels.
skinny
- 26 May 2015 12:14
- 187 of 193
cynic
- 26 May 2015 13:01
- 188 of 193
i still have mine tucked away :-)
skinny
- 26 May 2015 13:03
- 189 of 193
I'm down @50% on the last lot, so lets hope its near the bottom!
cynic
- 26 May 2015 13:14
- 190 of 193
i only have 75 of them, so almost neither here nor there
skinny
- 06 Aug 2015 15:17
- 191 of 193
skinny
- 10 Aug 2015 17:06
- 192 of 193
skinny
- 20 Apr 2016 08:43
- 193 of 193
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