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Thank you for your honesty .

@Nanalyze

6 ай бұрын

You're most welcome!

Im loving your 3d bio printing pick "if you can handle the volatility"!!!!! My best performing company this year!!!! Best value subscription ever. The more nerdy the company the more i love it. Im glad i missed these showstoppers.

@Nanalyze

7 ай бұрын

The volatility can be tough to stomach. As one of our MBAs likes to say, the easiest way to reduce your portfolio volatility is to stop looking at it ;) We appreciate the kind words Stephen! Your subscription dollars make it all possible.

The problem with 3D printing is scale. Yes, like you shared in that Bloomberg article. 3D-Printing Factory, i.e., we need a factory size 3D-printer, that is the scale we are talking about. Or one has to go distributed, meaning arm the rebels, arm everyone (or as much as possible) with 3D-printers. However, in the case of metal, ironically building a factory size 3D-printer is way easier comparing to convincing some rando on the street to buy one and put it into your home. It's even quite hard to convince a medium size businesses to buy one.

@Nanalyze

6 ай бұрын

You're absolutely right. Thank you for the comment!

Yep Joe ... you picked yet again another one of my Losers DM ....Thanks for the Video

@Nanalyze

7 ай бұрын

You're most welcome! Not sure what the next move will be for DM but they need to resume growth. Their latest investor deck talks about 3D bioprinting and healthcare, yet doesn't even mention what's happening with their original value proposition. Should we assume that's off the table now? Very surprised to see no analyst questions around this.

More well researched, hard headed analysis.

@Nanalyze

7 ай бұрын

We're not fishing for compliments, but we'll always take them. ;) Thank you!

will there be a new ginkgo video soon? on an unrelated point, i really like your voice, no homo ofc, thanks for the amazing content :)

@Nanalyze

7 ай бұрын

Oh stopppp itttt... ;) We'll likely revisit Ginkgo when their year-end results come out. Thank you for the kind words!

@focus0000000

7 ай бұрын

​@@Nanalyze i've found this new paper called "Advancing reproducibility can ease the ‘hard truths’ of synthetic biology" published oct. 23, might be interesting in regards to ginkgo and synbio overall.

@Nanalyze

7 ай бұрын

@@focus0000000 Checking it out. Thank you!

@focus0000000

7 ай бұрын

​@@Nanalyze my comments keep getting deleted, idk why at this point, i just wanted to share another interesting paper, last one i promise, "DNA writing technologies moving toward synthetic genomes" it covers lots of stuff on the synthesis of DNA with a couple of CEOs and researches comments as well, the paper is behind a paywall on nature's website. couldnt resist to tell you about it when i read it :) wish you the best in the new year! elegen bio to read it for free, instead of nature (a little bit lower down in search results) youtube is on my ass, jesus christ this comments filter

@Nanalyze

7 ай бұрын

@@focus0000000 YT deletes comments with links. That's probably what is happening. Will check out the papers you list, and we appreciate that, but can you please keep your comments on topic please? This is about metal 3D printing. Synbio comments can go on any one of our synbio-related videos. Thank you, and all the best to for the New Year as well!

You called it, I think you said something along the lines of focusing on distributed manufacturing. Things like xometry over these stock 3d printer plays. That Romanian fortune teller must be working 😂

@Nanalyze

7 ай бұрын

She's worth every leu

Dm at .55 cents , I cut my losses and sold at $3 but thinking of starting a position again

@Nanalyze

5 ай бұрын

Jumping in and out of stocks will always result in losses over the long term. Ask yourself why you want to invest in the company to begin with and maintain that focus.

what about PTC?

@Nanalyze

3 ай бұрын

We actually have them classified differently. Here is a very good piece on PTC: www.nanalyze.com/2023/01/bargain-hunting-saas-stocks/

Is being delisted from the NYSE a real danger for 2024? DM really cratered. Even with a reverse stock split it will be difficult

@Nanalyze

5 ай бұрын

Each exchange will have different rules and companies usually (and perhaps are required to) notify the public when delisting is a danger. We don't follow these companies that closely to know where that sits. Usually a reverse split can keep a listing, but then some exchanges have market cap and liquidity rules too.

Consumables in decline doesnt mean the product is bad. Just means economy is slowing. You could only infer that it was "bad" if everyone else wasnt in decline too... ya know the 40% interest on short term loans and 40 yr high inflation thingy

@Nanalyze

6 ай бұрын

There are a lot more problems presented in this video that go beyond "ye old macroeconomic headwinds."

haha. silly i invested near 1000$ in desktop metal. it had shares drop of 16% after bad q4 earnings report. now at loss of 200$. Don't know should I hold or sell..

@Nanalyze

2 ай бұрын

Take the time to make a decision and then do so with conviction. It's not binary outcome. If you are deciding between holding and selling, you can do some or all. Or you can buy shares if your thesis hasn't changed. It's important to have a thesis and an exit plan. Even then, you'll face tough decisions. The joys of investing ;)

3D Printing is a misnomer printing is high volume replication the proper name should be 3D Drawing. That's the basic problem with the manufacturing space.

@Nanalyze

6 ай бұрын

Hadn't thought of it that way, but you make an interesting observation here.

Spac “investors” are asking for it

@Nanalyze

7 ай бұрын

Sponsors made so much money for so little work. No-risk rewards.

GE AM is doing OK now.

@Nanalyze

7 ай бұрын

Do you happen to know if they break out their 3DP revenues in their financial filings so we can assign numbers to that growth?

@mitchellc4909

7 ай бұрын

Not as well as I thought. From latest 10Q "Digital reporting unit at Corporate and our Additive reporting unit in our Aerospace segment as the fair value of these reporting units were not significantly in excess of their carrying values based on the results of our most recent annual impairment test, performed in the fourth quarter of 2022. At September 30, 2023, our Digital and Additive reporting units had goodwill of $839 million and $238 million, respectively." Would you do a video on GE, the break up and the three companies ?

@Nanalyze

7 ай бұрын

@@mitchellc4909 Great job digging into the details there! You know, it's not the worst idea given how this used to be one of the great American companies. The problem is that we can probably already guess that the conclusion of the video is going to be that things aren't looking so hot. ;) The interest is noted for sure. The complete breakup hasn't been finalized though, right? Joe P.

DM has ctiny gross margin. It's to small that i wonder if the best case scenario is a pretty low ceiling. I also think the management are probably incompetent. All the fast growth and no respect for the possibility of macro risks. Acquiring instead of consolidating. Thinking they are invincible. Ego driven decisions perhaps. I did not study the company deeply but it looks pretty bad.

@Nanalyze

7 ай бұрын

Great point on the dismal gross margins. Management certainly seems to be struggling. Perhaps it will make a great future case study for MBAs looking to not emulate such behavior.

@marco6810

7 ай бұрын

Because GAAP gets a big hit by amortization. Non-cash expense.

@Nanalyze

7 ай бұрын

@@marco6810 True enough, but they have much bigger problems to solve.

@marco6810

7 ай бұрын

@@Nanalyze not so much, and not so big problems as it looks like. Because to be honest, your research is quite false. As you are only focused on the P-50 and ignoring all practicallity of novel manufacturing integration, metal binder jet in this sense. Which can take some extra years still, yes it is not as plug and play as marketing videos wants you to think. But with that, you are also ignoring all other brands, materials, binders and printers. For example, SMAX and Exerial have way way more consumables cc/hr then a P-50, and these are machines used already in production, wich also took 5 years to start being succesfull deployed when they where novel untill now. There are more pillars like this, and this video overlooked every single one of them, because its mainly focused on the P-50 Yes DM has to continue working on profitability and promisses, wich I think they can, even in this macro environment, but mkfg and vld are having way bigger problems Did you know, that dm their SPAC plan was to dilute, raise money, offer stock to aquire as much companies as possible? That was their main goal. I just bought recent weeks because I knew what that plan would mean towards the stock price and now the ship is about to turn positivly towards stock price favorable - a guy with years in paper b2b print experience (same processes and concepts as 3d print), had meetings with 3D print companies and attended 3D print fairs. Let me know if your open for an open discussion about all the technicals arround these machines and processes

This tech gets rid of lots of workers in metal workshops so will thrive in a high salary inflation environment

@Nanalyze

5 ай бұрын

That was the original idea

How can you expect a growth-oriented company to cut costs and achieve revenue growth in a situation where the overnight interest rates set by the Federal Reserve are so high? The financial reports and conference meetings of DM over several quarters have clearly outlined their plan for significant cost reduction in 2023, aiming to swiftly move towards profitability. How does a company aggressively cutting costs plan to achieve revenue growth, especially in the context of a contracting overall market in the Jingrong region? I perceive your video deliberately amplifies the negative aspects of DM while intentionally overlooking the favorable arguments. To me, this seems like a video with malicious intent.

@Nanalyze

7 ай бұрын

Try addressing the points of contention raised in this video - along with the numerous other articles and videos we've written over the years about DM - instead of making excuses for this poorly-run mess of a company. And your little jab at the end there is a red flag in itself. It's exactly the sort of thing we hear from cheerleaders who attack the messenger instead of addressing the facts they don't like to hear. There's nothing favorable about a growth company that can't grow.

None of this matters this companies has over 1000 patents just fire all the staff wait a year scale the business then

@Nanalyze

28 күн бұрын

It kind of does matter though