Yes TTT looking good IMO, some BIG names buying machines - but the business model is still developing i.e. are they are machine manufacturers with some recurring income from powders or are they going to get into contract spraying or both.
A3D will have the same issue, can they tie purchasers down to proprietary powders for recurring income ? How much of a market is there for machines. ATM they 'seem' to me to be getting geared up for contract printing & so recurring income or at least SOME income - hopefully more meaningful over the next couple of quarters.
TTT - 891 Mil shares on issue MC = A$25 Mil
A3D - 281 shares on issue MC = A$6.75 Mil
Way harder to move the SP at TTT
They are not competitors so room for both to be winners.
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Yes TTT looking good IMO, some BIG names buying machines - but...
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