A3D 1.10% 9.2¢ aurora labs limited

Yes to me SLM is undervalued compared to binder jetting tech...

  1. 36 Posts.
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    Yes to me SLM is undervalued compared to binder jetting tech companies as ExOne (did x6 in a month !) and DesktopMetal (DM is only marketing to me).
    SLM solution is clearly on of the top 3 leaders in the powder bed fusion market, but american investors (except ARK fund) seems to have forgotten it as its only trated on franckfort stock exchange.

    I've used machines from SLM, EOS, Concept laser, Trumpf and Renishaw and if I had to buy a printer I would go for SLM, EOS and Trumpf in that order. NXG600 is changing the market with a very high productivity that divide by 2 or 3 part prices.
    Additionaly, industrials starts to understand the potential (and complexity) of the powder bed fusion process and are finding suitable business cases for it !
    The additive market (for powder bed fusion) was in the decreasing slope of the Hype Curve for the past 2-3 years, I think now we are just at the begining of the "slope of enlightenment". Binder Jetting however might be too hyped for the moment, just look at desktop metal capitalisation of a few billion compared to very few sales.

    https://hotcopper.com.au/data/attachments/2897/2897315-b7af81553ecd6aa984f10e1640f8ef20.jpg

 
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