Fundamentals for the business are not changing.
-Company just received $30m
-Company still setting up two new facility in USA
-Company is funded for at least 15 quarters
-Company already had a trialled on AUKUS and successfully delivered on the parts
I would rather want a business that work in silence to know that things are getting delivered rather than banging their drums daily with useless or meaningless news update.
even outside of the company fundamentals, the macro environment is not changing:
-Trump wants more made in US (we have US facility + existing partners + customers)
-If the big shift is to gear towards made in US, more facilities will need modern systems and quicker turn around for parts manufacturing (more demand for AL3)
bearcase:
-TTT, AD3 or the other AM manufacturer lock in those juicy deals before AL3 (I haven't seen TTT, AD3 locking in any defence deal or trial yet)
-Trump decides on cutting budget for defence (he did spoken about this before)
-AL3 internal team is poo poo in locking deal and delivering those deals (potentially)
Have a read on this:
https://www.forbes.com/sites/carolynschwaar/2025/01/30/tariffs-protectionism-spell-opportunity-for-3d-printer-industry/
(20min delay)