Ist 3D Druck bzw. Rapid Prototyping "die Zukunft"?
und kommen nun zu dem Schluss:
Sell
Kursziel 18,50€ auf 1 Woche
Langfristig beobachten.
Geringe Chance auf Signifikanten Anstieg nur durch
Zocker Verhalten, jedoch nicht durch Substanzanleger!
Dachte früher mal wir hätten einen.. aber ne...
und nun kennt die wieder kein halten... ?!?
Verdammt ich werde doch nicht rechthaben...?!?
aber nur während des Booms... und der scheint
rum zu sein... ;(
Von der Seitenlinie zusehen... und unter 20€ wieder rein..!
Bei mir um die Ecke gibt's auch ne Firma die stellen
Metallpulver her..
Da haben schon ein paar Mitarbeiter Lungenkrebs...
Spricht sich rum... wo du dich zu "Tode" Arbeiten kannst ;)
denke die 15 wird kommen... bald schon...
Wünsche allen investierten good Luck(y)!
http://www.auto-service.de/mobile-zukunft/...ndustrie-umkrempeln.html
Ich geb das Kursziel von 1...5 € die nächsten Monate aus...
wenn nicht noch vorher etwas signifikant unvorhersehbares
passiert...!
Aber das glaub ich nicht!!!!!
Aber an ein Chapter11 glaub ich auch nicht!
Die wollen das Teil runterzocken...
um dann wieder doppelt und dreihundertfach damit zu verdienen...
und das Management steckt unter einer Decke...!
Wenn jetzt aus dem Vorstand einer eine größere Portion verhökert...
dann sehen wir einstellige Kurse... und das schlimme ...:
das kommt so wie ich geschrieben hab!
Hier geht's nur Short sonst kannst kein Geld machen...
das Shortmomentum in der Aktie ist 4x so groß wie Long!
Interim report January June 2015
High delivery pace
Net sales increased by 136 % to 262.0 (111.0) MSEK
Operating income increased to 20.4 (-3.8) MSEK
Net income increased to 15.9 (3.9) MSEK
Earnings per share increased to 0.78 (0.21) SEK
23 (11) systems were delivered in the period
Order intake amounted to 17 (16) systems
For the second quarter:
Net sales increased by 227% to 150.6 (46.1) MSEK
Operating income increased to 18.2 (-6.1) MSEK
Net income increased to 12.0 (0.4) MSEK
Order intake amounted to 7 (10) systems
14 (4) EBM systems were delivered in the second quarter
A stock issue brought in about 250 MSEK
High delivery pace
In the first 6 months we increased our delivery pace and we delivered 23 EBM systems. The last twelve months we thus delivered 47 systems. Sales for the first six months amounts to 262.0 (111.0) MSEK and trailing twelve month sales amounts to
490.0 (218.3) MSEK.
We continue to grow rapidly and the second quarter was our best quarter ever in revenue and operating income. In the first six month growth was over 136% of which 90% was organic growth. Operating income for the half year was 20.4 (-3.8) MSEK and trailing twelve months, operating income amounts to 43.8 (3.7) MSEK.
While we had a strong growth in deliveries, turnover and operating income, the order intake for the 6 months increased more slowly with 17 (16) EBM systems orders. Long-term, we see a continued strong demand, and we expect a stronger order intake in the second half of the year.
The order book as at June 30 was 13 EBM systems.
Business status
In the period we received two significant orders for EBM systems.
An important reference is the order from GKN Aerospace for two Arcam Q20 systems received in March. The order is part of a Joint Technology Development Partnership between Arcam and GKN Aerospace where we collaborate closely to facilitate the introduction of the Arcam Q20 for manufacturing of aerospace components.
Another important deal is the order from FIT Technology Group in Germany for two Arcam Q20 systems received in June. FIT, a customer of Arcam since 2004, is one of the major European contract manufacturers within Additive Manufacturing. FIT today operates two Arcam systems and these two new Arcam Q20 systems represent a major increase of capacity.
While sales of our EBM systems continue to grow, so do the sales of our subsidiaries, the metal powder manufacturer AP&C in Canada and, after a weaker period at the turn of the year, contract manufacturer DiSanto in the US. We now have an offering to our clients with our EBM systems as the hub and metal powders and contract manufacturing being important supplementary products which broaden our offer to the market and provide recurring sales.
Strengthened organization and infrastructure
During the period, we strengthened our sales and support organizations in the US, China and in the UK through recruitment. In the UK, a new office was inaugurated in Warwick.
With our new branch offices, we move management, customer service and logistics closer to our customers.
In the first quarter we started a major expansion of our production facilities in Mölndal. With the expansion we more than doubled our production area and we opened a new demo and customer training center. Part of the new facilities are already in use and the expansion will be finalized during the third quarter.
Earlier this year AP&C completed the start-up of its third atomization reactor. The new reactor gives a significant increase in capacity. AP&C now has two production lines, encompassing reactors and related sieving and mixing equipment, fully dedicated to titanium products. A third reactor is dedicated to Inconel and other alloys. After the expansion AP&C has an atomization capacity of over 150 tons of titanium alloys per year.
The strong growth, expansion into new markets and the development of our acquisitions will require further development of the organization, both within the core business and at the subsidiaries. To continue to develop our technology and take advantages of the business environment, we have a very ambitious recruitment and growth plan.
Financial position and ownership structure
In May, Industrifonden sold its entire position in Arcam, corresponding to approximately 10.4 percent of capital and votes. The buyer was American Oppenheimer Funds.
After the deal Industrifonden has no ownership in Arcam. Industrifonden has been involved in the company since 1999, first as a lender and, since 2002, as an owner.
Oppenheimer has been a shareholder of Arcam since 2014 and, with the new deal, became the largest owner with more than 15% of the outstanding shares.
On May 27 we completed a share issue of 1.8 million new shares directed to Första AP-fonden, providing the company with approximately MSEK 250 before transaction costs. Första AP-fonden represents an engaged, long term ownership which the board expects will contribute to the development of the company.
After those transactions we have a new ownership structure and a very strong cash position. At the end of the second quarter we had approximately 465 MSEK in cash. The strong balance sheet provides financial stability that is much appreciated by the large clients we work with in long term projects.
With 13 EBM machines on order, a stable aftermarket and a positive business environment we are prepared for continued strong growth in 2015.
Mölndal, July 21, 2015
Magnus René, President and CEO