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发表于 2020-9-11 23:03
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本帖最后由 Da_Musiq 于 2020-9-12 05:58 编辑
我的broker发给我的
3DA - Amaero International Limited (3D Printing)
Last week I caught up with Stuart Douglas who is a founding shareholder on the board of Amaero International LTD (ASX:3DA), who are a 3D printing company spun out of Monash Uni which listed in December of 2019.
I must admit I have become very interested in them and I am a shareholder personally after my broking mate Gaywood got me some stock in the IPO @ 20c.
I watched them trade as high as 48c and they have come all the way back to 17c today and I am trying to work out wtf is happening.
I haven’t quite figured out why it's trading below its listing price currently, their Quartely & 4C show they have hit and exceeded every milestone that they outlined in their prospectus and I also noted some insights by their broker, PAC Partners.
It appears as though some Instos went to water when the Rona kicked off and they wanted revenues faster than what 3DA has delivered according to the boys and girls at Smack Partners.
When you consider the other listings in the metal 3D printing space, all who have taken 3+years to get to revenue, 3DA appears to be set to it far quicker than that and in my opinion in this space they seem to have the most upside in my humble opinion.
plus I am long as I said above.....full disclosure here folks !!!
Why do I say this?
Well, because they are already on the supplier list for Boeing ($74B mkt cap), Raytheon, Thales ($89B), Safran ($33B) and many others.
None of the other ASX listed companies in this space can brag about this.
They did this by doing all of the hard yards before they listed, which was one of the reasons I had to get on my knees and beg Gaywood for stock – it wasn’t pleasant trust me.
I would imagine that they have completed R&D projects with Boeing, Raytheon, Thales, Safran + more and they are now only waiting for these prototype parts to hopefully work well and then turn into full production and then .........revenue.
On top of that their new strategy that they outlined in their prospectus, of being a major supplier of metal 3D printing machines to the tooling sector, is already moving forward with the announcement that they have entered into an agreement with one of the world's major auto manufacturers not that long ago.
This agreement is to start printing some of their tools with the intent of moving into full production.
In case you are not aware, the tooling sector is already a US$200+B industry and is expected to grow to US$368.5B by 2026 – not that kind of Tooling you dirty people !!!
I've done my research and all of these tool & die casting companies are looking for new ways to source tooling locally, rather than relying on China for their critical manufacturing tools, even more so now after this Peroni bulls*it.
3DA appear to be aggressively taking advantage of the Covid-19 fallout & to support their tooling manufacture aspirations.
3DA just launched their new exclusive 3D printing machine in the US,this machine is now on sale and can print twice as many tools than their next closest competitor on a comparable price.
I for one am expecting some new tooling announcements in the coming quarters, get long the tooling I say………..
Everyone love's a tool........
Not to mention that they are the only one of the listed metal 3D printing companies that are AS9100 accredited
(for those of you who aren't educated in this space, that means they are the only ones that can supply commercial aviation parts that actually fly).
Pretty important hey ? ? ?
Not to mention, the kick ass team and shareholders (I’m a shareholder as is the Gay One Wood from PAC Partners)
They appointed Patrick Shanahan, ex Secretary of Defense of the United States of America as their Defence Advisor.
For those who might not be educated in defence, that's the number two defence job on earth after of course after Mark Patterson who is the bunnies defence coach in the NRL.
What doors do you reckon he'll open…not Pato the other bloke Shanahan ? ? ?
If that's not strong enough, their Aviation Advisor is the Ex Vice President of Manufacturing & Operations of Boeing, & not the dodgy part either but rather the highly profitable and most successful part, the 787 Dreamliner ! ! !
What about their Board I hear you ask, well for the size of the company it looks incredibly strong to me:
Ex ASX100 CFO and Co Sec Kathryn Presser and Chair, David Hanna who is Ex Chief Advisor to the Prime Minster of Australia and Head of Business Strategy for Australia's largest university and lastly Stuart Douglas, who is the guy who helped Jeff Lang establish Titomic and take them through to listing (ASX:TTT, the number one listed company of 2017) and Stuart is also the guy who established K-TIG with Dr Laurie Jarvis and his company raised all of their initial funding (ASX: KTG).
As I said I own them and like them and think it’s worth DYOR on them !!! |
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