DDD – 3D SYSTEMS S. Thompson October 13,
Agenda Oct 13, The Revolution 2. Investment rational 3. DDD at a Glance 4. 3D products 5. Growth Opportunity
The technology Oct 13, When’s the last time you went to a print shop to have papers printed? When’s the last time you went to a photo lab to have photos printed? When’s the last time you went to Home Depot for a fitting? You drove to the mall for a belt buckle? You paid money for a kids toy? Or you wished someone would make you that adaptor for your corvette intake manifold cheap? The printer put a print shop and a photo lab in your living room. This can put a manufacturing cell there too. Adios Wal Mart, and cost prohibitive 1 off’s!
Oct 13, High tech, small/mid market cap ($2B) – growth stock Emerging technology - Leverages time horizon Pure play on additive manufacturing High PE, but emerging technology that is technology limited, not demand limited. Still “Geeky” = Still opportunity. Investment Rational
January 15, NYSE Traded Founded Valencia, California, US – 1986 Headquarters Rock Hill, South Carolina CEO – Abe Reichental 2011 $155m Revenue DDD at a glance
The printers IBS 594: Doing Business in China 6 15 years ago > $100k Today < $1,500
Oct 13, What Can I make today? Variety of materials Colors Complex shapes that additive manufacturing cannot produce
Print your girlfriend some shoes. 8 Oct 13, 2012
Community & DIY Culture. IBS 594: Doing Business in China 9
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Downside 11 You can’t yet print unlimited double downs in your mom’s basement Oct 13, 2012 But Maybe Someday…
In the future!! IBS 594: Doing Business in China 12
(DDD)– Stock Performance Oct 13, year stock performance vs. DJIA
Thank You Oct 13, Conclusion – This stock is SEXY!.. Sexy stocks cost $. But the growth opportunities make the price palatable. And Growth is Palpable! Questions?
Links IBS 594: Doing Business in China 15 Google Finance DDD UNi7KIXYlgOCHQ UNi7KIXYlgOCHQ CES 2012 Cube