3-D printing, like in the chip space,with banks and biotech stocks; bad news brings down the entire industry. The current weakness of this industry is mirrored by a period of hyper growth. The pit fall of the stocks have not been on the supply side...it is the demand. Further more, being able to create the demand for the innovation that 3-D printing is has eluded the players for decades, for reasons that now are socially and politically are changing. in the past the type of labor that the space will replace is vital toward the subjectification of the masses to oppressive third world governments, thus creating a cheap labor rush that has been blowing west since the smoke stacks of the first fires of industry were sparked. With China contracting, looking to become a consumer instead of an export driven society and understanding the law of large numbers; the growth sectors that offer massive returns are now are untraditional nor are they any sort of safe haven for capital, but it is the sector that will drive the cutting edge of innovation in the future of now. Development of this integrated technological society is being fought out from the clouds to the crowds. In the first revolution geared towards decreasing the amount of labor that is needed to complete goods and services lead to the fortunes of the wealthiest people in history. 3-d printing any times I.E. homes, toys, cars parts, paper products, and virtually any item known to man is the future, and these companies are the leaders, the stocks and bonds of these companies are scary to investors they pay no dividend while you wait. The only payout is a revolution,like the Beatles did and it may leave the best horse now out in the cold when it all said and done. Over the next 20 years the market cap of this space will increase to $100B with conservative estimates. The time it took in the past for these type of revolutionary changes to take place and hold on to the new market it has formed, has decreased from generations to quarters. These companies are what we use to drive us forward into the future of industry 3-D printing. Like digital currency biopharmaceutical opportunities and the debt of this worlds established nations, the hyper-growth sectors tracked by the Prometheus Fund is tuned on to achieve a positive return on investment this year. The 3-d printing space is a key core growth factor in the future of the funds vision. Right now the stocks in the 3-D printing space are being crushed by HPQ potential spin off of its 3-D printing techs and services, stagnant sales growth, and FX disruptions to earnings. The players in this space are going to have to consolidate or be replaced by HPQ so what do you do? Do you short 3-D stocks and long HPQ GE and other dividend paying sectors that have ponies in the race? I feel that is the current formula for wall street hedge funds so I offer another argument of 3-D printing space. I see massive consolidation so current members will not have the same size company in a space that has had an 10X increase. XONE and VJET would be first to unite then that new 1B dollar company would need to seek DDD or SSYS. SSYS has more sales but DDD has a better brand name but who ever gets the XONE & VJET merger will pick up the key to becoming the Apple of this space. Which brings me to the top of my thought mountain why wouldn't Apple become the leader in this space expanding their dominance on the world market? For all investors looking for a place to play the space any thing with the Apple brand name would focus there money towards AAPL stock. With just south of $180B in cash and a little north of 30B in debt raising money for apple would be as easy as getting an erection with Viagra. With a $6.5B investment Apple cooperation could own an ETF type catalyst in its stock price, seek out other investors to become a financially engineered stock that is exposed to the ever changing world in which we live in. Big ideas like these are what apple is know for and with deep pockets now is the time for Apple to push the market forward with M&A of the cream while its not real cheese.
$SSYS Stratasys Ltd. provides additive manufacturing (AM) solutions for the creation of parts used in the processes of designing and manufacturing products and for the direct manufacture of end parts. Currently there are 15 analysts that rate Stratasys a buy, no analysts rate it a sell, and 4 rate it a hold.
$DDD Short Interest-
1/15/2015 35,185,025 2,824,815 12.455692
