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DDD – 3D SYSTEMS

DDD – 3D SYSTEMS. S. Thompson. Agenda. The Revolution Investment rational DDD at a Glance 3D products Growth Opportunity. The technology. 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?

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DDD – 3D SYSTEMS

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  1. October 13, 2012 DDD – 3D SYSTEMS S. Thompson

  2. Agenda • The Revolution • Investment rational • DDD at a Glance • 3D products • Growth Opportunity Oct 13, 2012

  3. The technology • 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, 2012

  4. Investment Rational • 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. Oct 13, 2012

  5. DDD at a glance • NYSE Traded • Founded Valencia, California, US – 1986 • Headquarters Rock Hill, South Carolina • CEO – Abe Reichental • 2011 $155m Revenue January 15, 2011

  6. The printers 15 years ago > $100k Today < $1,500 IBS 594: Doing Business in China

  7. What Can I make today? Variety of materials Colors Complex shapes that additive manufacturing cannot produce Oct 13, 2012

  8. Print your girlfriend some shoes. Oct 13, 2012

  9. Community & DIY Culture. IBS 594: Doing Business in China

  10. IBS 594: Doing Business in China

  11. Downside You can’t yet print unlimited double downs in your mom’s basement But Maybe Someday… Oct 13, 2012

  12. In the future!! IBS 594: Doing Business in China

  13. (DDD)– Stock Performance 1 year stock performance vs. DJIA Oct 13, 2012

  14. Thank You • Conclusion – This stock is SEXY!.. Sexy stocks cost $. • But the growth opportunities make the price palatable. And Growth is Palpable! • Questions? Oct 13, 2012

  15. Links • Google Finance DDD • http://www.google.com/finance?q=ddd&ei=qM95UNi7KIXYlgOCHQ • CES 2012 Cube • http://www.youtube.com/watch?v=YM0B7bhwdPE IBS 594: Doing Business in China

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