3DA (ASX) 3DA 2024 and beyond

Originally posted by kenjikool: ↑

Couldn't wait, watched the whole presentation. Who the hell sold today!!!!! ROFL. So I just realised how close the business strategy they have gone with is actually similar to what my company does, but in a totally far away galaxy (field). We specialise in about a 10% of the market available in our industry, but we deal with only the top end. We have become the best at what we do (not just IMO) and therefore charge for being what many consider the best. The margins are higher and the revenue reflects that. 3DA is similar in that they are only looking at 15% of the market, but the high end. Higher profit margins and revenue. So what do we know and why is 3DA priced where we are and why is it undervalue IMO;

Saved $22 Mill so far by moving to Tennessee from Victoria and Middle East.
Saved 2 years in build time, so 2 years advanced if they hadn't found that location. So 2 years and $22 million, but we have cost blowouts and delays? What you talking about Willis? (for those who don't know, look up Gary Coleman on different strokes, showing my age)
Approached by the DoD labs to concentrate on specialty alloys.
Sorry but are you kidding me? I'll say it again, Approached by the DoD labs to concentrate on specialty alloys. They came to us and aksed us to change our business model for their benefit. Ummmm.... hello US FEDERAL GOVT GRANTS!!! NOT IF BUT WHEN!
HR Masters worked in the Trump administration, do we think old mate Trumpy is going to win again. i liked how Hank explained that he is respected by both side. hank flipping that double headed coin on this one. He is one hell of a hiring.
The whole team are just all at the top end, and isn't Hank proud of them.
Castheon is our offtake partner 100%. How do we know this? Well Hank explains that the company is the dominate market share. Castheon have 75% of the additive manufacturing market. Next he says they also have the dominate technical authority. Well who is this authority? Dr. Youping Gao. He is the founder of the company before ADDMAN did the T/O and he is still there. He is considered the god father of Additive manufacturing, Nasa love him. Dr. Gao had the distinction of being one of the first people who was awarded a production certificate from NASA to create critical rocket components using Laser Powder Bed Fusion (LPBF). Now is Hank calling out Kenji when he says some in the research and analyst community have already figured this out? Thanks Hank LOL.
We are already looking at other areas to build opportunity for additional revenue, not due to a pivot like many ASX companies but because they have completed (in their minds) their goals with the qualification of C-103.
The space and defence industries are simultaneously growing and moving. Both need C-103 to go ahead.
DoD Labs announcement can be expected, shortly......hmmm shortly I don't like those words, shortly for me or you or the expected industry timelines? Damn, wouldn't want to be on the side-lines if shortly means.......SHORTLY

And finally Hank showed the Helicopter parts that went from 900 parts to 30 or something. Is the changing in manufacturing really that important moving forward, does it help that much? Space X think so.

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Both your recent posts a nice read!! Yep Kenny Rogers song the Gambler sums it up with not only this stock but all stocks! Holding this one!!

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(20min delay)
Last 36.5¢		Change 0.000(0.00%)		Mkt cap ! $198.3M

Open	High	Low	Value	Volume
38.0¢	38.0¢	36.0¢	$309.5K	837.4K

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