Sunday, January 3, 2021

3D printing stock - DM and its competitors

All of the information is based on DM (Desktop Metal) investor presentation

  • 高管多是来自A123公司,还有StrataSys, Digital Lumens
  • 120+ patents,4个产品线
  • DM targeting生产?目前在数量100K和DM 3D打印,成本持平?really?
  • BMW/Ford是DM的投资者
  • Rev: 2020E = 15-25M, 2021E = 78M,太低了,市场是很大,2025E Market size = 48B
  • Total shares = 246M
  • Page 34 - list of peers
    • MTLS - Materialise
    • PRLB - ProtoLabs
    • SSYS - StrataSys
    • DDD - 3D systems

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