The company is the market leader in the emerging field of 3D printing of electronics and their sales are growing even more rapidly than we imagined. The company seems to have a bright future ahead as this new technology expands its use cases and the company increases its installed base. Too bad a disastrous financing […]
March 24th, 2019 · Comments Off on Nano Dimension Snatches Defeat From The Jaws Of Victory
December 4th, 2018 · Comments Off on SHU Portfolio; Nano Dimension’s Growth Is Exploding
Sales are growing at a 50%+ pace quarter over quarter; we’re looking at a ground floor opportunity in 3D printing of electronics. Management projects sales at 100%+ annually for the next couple of years and recurring revenues of inks are rapidly ramping. The company has a very attractive razor and blades business model and is […]
September 4th, 2018 · Comments Off on Expensive Market, What To Buy?
11 months into the SHU portfolio and we had some big gains with Trade Desk, Nutanix and Inseego, all more than doubling. But there are also a couple of laggards, a couple of stocks that have gone south a little since we bought them for the SHU portfolio. The most surprising of these is JD.com, […]
June 20th, 2018 · Comments Off on Nano Dimension Goes Parabolic
The company has a unique product for the printing of 3D electronics. Sales are ramping up pretty fast and have been given another shot in the arm with US certification. The company doesn’t immediately need to go back to the markets and their financing needs could start to taper pretty soon. However, given the early […]