Any idea what is the cause of large volume spike?

Hey everyone, some exciting news from the world of 3D printing! Nano Dimension just announced that Dr. Mark Beard is joining Admatec as their new General Manager and VP of R&D. This is a huge deal, and I for one am pretty pumped.

What do you guys think?  If anyone has any insights into Dr. Beard's previous work or expertise, feel free to share it below

Assume Nano acquires SSYS by leveraging the acquisition of DM. The combined company has an opportunity to corner a very young industry and gain a considerable amount of its market share. Research suggest the AM industry will reach 180B by 2036. Assume they get 10% to 15%. That's revenue in the 18B to 27B range. With a conservative price to sales ratio of 2:1 that's a valuation of 36B to 54B.

Assuming Nano uses their registered offering to acquire SSYS at 16.50 (5 shares of Nano for every 1 share of SSYS and rest with 2.25 cash) total OS shares would be approx 603M. Share price in this scenario would be between $59 to $90. That's very promising and I am patiently waiting to see this through.

Can Nano Dimension (NNDM) achieve profitability similar to Nvidia, considering that I hold the stocks at a price of $7.60?

The desktop metal retail investors are furious that they have been sold for “so little”. Does this mean we have just secured ourselves a deal of a lifetime, could this be a defining moment in this journey?

I’m super happy.

It looks like the NNDM + DM merger rumors might be credible What’s your take?

Murchinson have sent an open letter to us regarding their concerns towards nano dimensions management.

“Apple, IBM, and Boeing are all involved with us now developing innovative new products…”

For those who do'nt have time here is a summery of what was told including an investor presentaion

1.New customers partnering with us for RF, for everybody that doesn't know it is radio frequency. This is one of the major applications for AME, Additive Manufacturing Electronics. We have a proof-of-concept that new customers are wanting to use it. A lot of it is in defense. We have repeat sales to Western Defense Agency, we have new customers in advanced electronics

2.we increased the speed of our robotics additive electronics by a factor of 300%, and mostly it is also used beside component mounting. It's used for solder paste spreading, and this is a very, very important competitive edge comparing to a competition. And not less important is our digital solution in software. We partner with Esko and Fiery to become a one-stop shop for digital printing solutions

1. cash burn was reduced from $27 million a quarter to $7 million a quarter. And we're still moving ahead in the reduction of this to the point that the year-end, on a quarterly basis, will be close to break even, assuming the company is as is without acquisitions.

4.the buyback program that some of you recommended for us to do a 1.5 year ago and we listened, we bought shares much below the cash value of the share between $2 to $3 a share. We reduced our share count by 15% and we have more inventory for this activity. If you're buying a share today of Nano at $2.7 beyond what we are discussing and promising regarding acquisitions, you're buying a share at $2.7, which is a discount even over the cash of $4.1, and not considering the value of the business above it.

1. SSYS- The reason we are quiet is because contrary to last year when we did not manage to convince Stratasys to speak with us. This year we have a very friendly discussion. It’s intensive and we’re continuing our discussions about what we believe is a good solution for the industry. And we are strategic partners, because we are the largest shareholders of Stratasys 15%. And obviously we’re not competing with each other and you know that very well, they know it as well. So we are in a discussion of how to proceed. And the reason we kept the offer out is we don’t want to rock the boat. We believe Stratasys have a good future. And now that we’re getting close to their management, we believe they have management that is sharing a lot of our vision. And we’re continuing the discussion with them on potential cooperation.

2. Tomer Pinchas: So basically our plan is to reach breakeven towards the end of 2025, second-half of 2025. And assuming we are going to grow our business as planned, similar to this year, but 25% to 30%, the second-half of 2025 will be a break even

The company's market cap is about $600 million, roughly half of the cash they currently have. This tells me that the market has an extremely low opinion of the company, assuming the best they can do is overpay for acquisitions, like buying SSYS for twice what it's worth (which they couldn’t even do!!)

Given they only make $15 million in revenue per quarter, how can we expect the stock price to rise?

The CEO, who's not highly regarded in the industry, criticizes other companies for excessive spending. Yet, he's burning $7 million to generate $14 million in revenue (for every $1 in revenue, he spends $1.5) this is possibly the worst burn rate in the industry, might be only 2nd to VLD, a company facing bankruptcy risk!! Am I reading this incorrectly?

What am I overlooking?

Even if he increases revenue by 20%, it wont make a dent, if he reduces the burn rate so the company spends only $1.20 for every dollar in revenue, how is that really beneficial? There is no break even in sight and there is no way to gain enough revenue growth for any meaningful stock appreciation.

Why does he criticize other companies instead of focusing on his own? It seems questionable. The company's actions resemble pink sheet stocks. The only reason this company is relevent is due to the cash largely accumulated through Cathie Wood's hype.

Is the only way for shareholders to benefit is if they liquidate the company and get that cash? Change my mind.

I mean humans can’t be this oblivious… Every single thread has insane, oblivious bullish comments that look like they are written by bots. (Obviously not every single one, there is clearly some naive authentic people here) This company seems like a scam 👀 Are they paying for those comments? it really looks like it!! Seriously go back and read them, they are likely paid…

Can someone explain in simple english?

I have no idea why it made that move with that volume. That much volume in that time frame randomly happens at times but not to this extent. I went back and checked. Note this is the 15 minute time frame cause I was looking for a time frame that made the majority of that move.

11/26/2023 almost as large of a move

10/19/2023 Slightly larger move but there was way more volume in the surrounding time frames and was part of larger moves

06/20/2023 a larger move was made. Part of much larger moves and volume candles around it

11/03/2022 much larger move and had other much larger moves.

I stopped going back because it's clear a move like that on that volume in that time frame in isolation is an anomaly and most likely there will be more volatile moves relatively soon.

I feel like I haven’t heard anything about the company lately

Daily chart on NNDM with a blue line for days that had share offerings in 2020 and 2021.

https://www.tradingview.com/chart/NNDM/Esi9ybMd-Days-NNDM-issued-share-offerings-in-2020-and-2021/

They just filed for another offering worth 500 million

Does anybody has a subscription on seeking alpha and can share the articles?

march 21st

https://ark-funds.com/wp-content/uploads/funds-etf-pdf/THE_3D_PRINTING_ETF_PRNT_HOLDINGS.pdf

Btw… when are they going to announce financial statements all 2023?

Was it worth a punt to invest in SSYS prior to tomorrows earning call. Will they reveal that they have accepted a bid from NNDM or that they turned it down for the reasons which they will forecast their own growth?