SLM Solutions

Nothing to take care too much.

They ( some MS-funds) increased  their direct participation from 8,9% to 9,08%. "Unfortunately" for them, they crossed the barrier of 9 %, so they had to make it public.  

Mal wieder einer neuer Mitarbeiter, der von einer GE - Firma kommt :

https://www.slm-solutions.com/de/unternehmen/...men-gewinnen-koennen/

 

... geplante Listing von SLM in den USA, damit die Kurse um die 20 Euro bald mal nachhaltig der Vergangenheit angehören. Denn im Vergleich mit vergleichbaren 3D-Firmen aus den USA ist die Bewerung von SLM Solutions wirklich viel zu niedrig und spottbillig.

https://www.fool.de/2021/09/05/...druck-perle-ttdd/?rss_use_excerpt=1

 

 

They announced that they sold 3 machines, probably a deal around 4 to6 million euros and the stock fall 3%
WTF  

könnten nochmals kommen, wenn man sich den Chart so ansieht.  

Chart ansehen reicht leider nicht.
Nach dieser Konsolidierung sollte es wieder aufwärts gehen. Es wird gut verkauft.
In der vergleichbaren Brache war der Abschlag diese Woche nicht so hoch.

Schönes Wochenende  

I am loving my 17000 SLM exposure that I have started to accumulate at 5 euros once. If the price falls further I will add up to 20000. I expect a takeover at 35-40 depending on when. Stand-alone value might be 50. In my opinion Elliot will take the third tranch of convertibles to get most profit out of it.  

Hi Jan et al,

any view on the latest share price move by SLM? Any explanation except for tech/high growth stocks selling off in response to US rate increases?

Any new industry insights to share?

Have you added to your position as mentioned in the post from 19.09.?

Cheers!
Fel  

I heard from a contact at EOS that the sells are very active since 2nd quarter. This is very probably also the case for SLM.
I also heard that a major print shop in the US will get the NXG 600 this year or begining of next year.
This machine will be a good driver for sales as it is unique in terms of productivity and build volume.

SLM also sold a SLM280 machine to Cyent recently.

So the market is down but 2nd semester 2021 will be good :)

I also hope that the introduction on the US stock market will be done in the short term, that will help for sure.

I think that SLM communication is a not very good on the social networks, its always repeated things with not much interesting content, we want to see business, printed parts, machine runing and sells.

For exemple with the freefloat features, everything they show is Computer Generated Images, I mean, their audience are engineers, if they start to make bulsh*t like that they will not persuade anyone.. Show real case study and process details.
 

The sells of NXG600 I was refering too is not the one already anounced by SLM, it's an other opportunity.  

SLM recent movements could be explained by investors disengaging form Innovation and Tech ETF due to the current market conditions.

As SLM is on the top % of Ark ETF and as it is a low market cap with low volume is can be very quickly affected by any variation of interest in ark ETF from investor.

So no correlation to company perspective, and good opportunity for newcomers
 

Lo que fácil viene, fácil se va  

"30. September 2021
SLM Solutions und Burgmaier stärken ihre Partnerschaft in der Werkzeug- und Hybridfertigung weiter "

https://www.slm-solutions.com/de/unternehmen/...brid-manufacturing-1/  

Sells keep going strong !
SLM Solution sold a SLM500 machine (2nd larger after NXG600) to AM solution (see twitter)  

Wonder why that is the case.. maybe down with Tech sector and/or Catie selling?

Volumes dont seem particularly high.

I hope the company delivers on solid order and revenue growth in Q3 and adds further comment on strong revenue growth expectations for 2022 given the new machine!

@JAN: Wonder if you are adding here?

Regards,
Fel  

According to the Directors Dealing news the CEO Sam O Leary has bought shares worth € 50k at a price of 17.60€ yesterday.

Business seems to be ok.

Regards,
Fel  

The Insider trades doesn't matter at all, but in this case, it confirms my strategy. One year ago, I startetd to invest in the 3D market, after a long research. In my opinion, SLM is undervalued!  

I think insider trades ALWAYS matter. They are a clear signal towards the market and for stock sentiment. People need to put the money where their mouth is. In particular when shares are bought with "own money" and not granted as part of an options or LTIP plan.

O Leary will not be happy if 50k turn into 5k. Nobody is, no matter how much money he/she has.  

Ceo buys stocks for just 50K. And former pre ipo owner sells part of its remaining shares recently. Both actions might signal no (!) surprises coming over the next weeks.  

Morgan Stanley keeps increasing their voting rights (9%)
Could it be part of the process  or a result of the work toward NYSE introduction ?  

It seems that the open position for US listing has been filled, its no more on SLM website at least.
I hope we will have some news soon  

Yes, possible US listing might trigger takeover attempt.  

Ja, eine mögliche Notierung in den USA könnte einen Übernahmeversuch auslösen, muss aber nicht.
Wir sind hier schon relativ hoch bewertet. Wenn jemand Intresse an SLM hat, dann wartet er noch bis der Kurs tiefer liegt.  

SLM is already rated very low,
look at Velo3d market cap of 1.2 Billion with 20M revenue
SLM made 60M last year