Bull Flag - Breaking Out? AL3
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Technical:
Bull Flag Pattern - may break out depending on any positive market news.
Fundamentals:
Some of the notable technologies in Tesla is to use cylindrical battery cells and its battery management system. Tesla achieved powerful batteries at a lower cost against peers. It was simply a revolution of combining technologies. Panasonic is one of the battery suppliers for now (Tesla plans to produce its own batteries in future, LG chem and CATL supply cells to Shanghai factory) but performance of its share price (6752) is not matched to Tesla’s one.
AML3D uses metal wires, welding robots and its 3D printing management system. Metal wires are easily available. ABB robotics appears to supply the core welding robots. AML3D combines them to make the Arcemy – Wire Additive Manufacturing (WAM) 3D metal printer. Its competitive advantage is cheaper, faster, and less wasteful than conventional metal manufacturing process.
When majority of us think about the Tesla, we would imagine the Model s/x/3 etc. We might compare its performance against Porsche Taycan/ Lamborghini Aventador etc. To enhance Prosche/Lamborghini, we probably need to take them to specialised custom car workshops. I wonder how many people would do this. On the other hand, Tesla could enhance its performance by updating software. The software update will enhance all the vehicles at the same time (Fast and scalable).
Too often, people are comparing the tangible objects only. Both Tesla and AML3D create value from converging technologies. In here, my focus is their software technology. The Arcemy can enhance its printing process and performance by software update. In not far future, factory/warehouse will have on-demand nature of 3D printer. Digital warehouse/inventory may become new trend. It will be possible to improve its printing product each time by modifying its design (with Topology optimisation, big data, machine learning etc). It is highly likely to revolutionise the manufacturing process against conventional manufacturing process (Forging, subtractive manufacturing etc). I guess that the Arcemy Software uses the algorithm to optimise the printing (Factors to considers can be wall width, wire feed speed, deposition speed, printing process etc). I sense a lot of errors and trials to develop the software and feel that it would not be that easy to copy the software capability. Hence, I think the ultimate value is created from its software.
How do you value the AML3D? As manufacturing business? Software business? I value it as hybrid.
If I have time, I might post my insights about the quality side as wells as comparison to other metal 3D printing methods. I am not here to offend Tesla; I love Tesla and respect Elon Musk. I know Tesla’s success cannot be explained in this short context.
Bull Flag Pattern - may break out depending on any positive market news.
Fundamentals:
Some of the notable technologies in Tesla is to use cylindrical battery cells and its battery management system. Tesla achieved powerful batteries at a lower cost against peers. It was simply a revolution of combining technologies. Panasonic is one of the battery suppliers for now (Tesla plans to produce its own batteries in future, LG chem and CATL supply cells to Shanghai factory) but performance of its share price (6752) is not matched to Tesla’s one.
AML3D uses metal wires, welding robots and its 3D printing management system. Metal wires are easily available. ABB robotics appears to supply the core welding robots. AML3D combines them to make the Arcemy – Wire Additive Manufacturing (WAM) 3D metal printer. Its competitive advantage is cheaper, faster, and less wasteful than conventional metal manufacturing process.
When majority of us think about the Tesla, we would imagine the Model s/x/3 etc. We might compare its performance against Porsche Taycan/ Lamborghini Aventador etc. To enhance Prosche/Lamborghini, we probably need to take them to specialised custom car workshops. I wonder how many people would do this. On the other hand, Tesla could enhance its performance by updating software. The software update will enhance all the vehicles at the same time (Fast and scalable).
Too often, people are comparing the tangible objects only. Both Tesla and AML3D create value from converging technologies. In here, my focus is their software technology. The Arcemy can enhance its printing process and performance by software update. In not far future, factory/warehouse will have on-demand nature of 3D printer. Digital warehouse/inventory may become new trend. It will be possible to improve its printing product each time by modifying its design (with Topology optimisation, big data, machine learning etc). It is highly likely to revolutionise the manufacturing process against conventional manufacturing process (Forging, subtractive manufacturing etc). I guess that the Arcemy Software uses the algorithm to optimise the printing (Factors to considers can be wall width, wire feed speed, deposition speed, printing process etc). I sense a lot of errors and trials to develop the software and feel that it would not be that easy to copy the software capability. Hence, I think the ultimate value is created from its software.
How do you value the AML3D? As manufacturing business? Software business? I value it as hybrid.
If I have time, I might post my insights about the quality side as wells as comparison to other metal 3D printing methods. I am not here to offend Tesla; I love Tesla and respect Elon Musk. I know Tesla’s success cannot be explained in this short context.
Note
Technical: Bearish in Short Time Frame. Forming Head and Shoulder Pattern. Possible incoming dip in near term. Sighting distribution of shares in this week particularly. Pay attention to volume of 5k, 10k and 20k during session. At closing time, selling in large volume. Today, selling over 300k shares during session.
Fundamental:
Very Bullish. No change in fundamentals. 3D printing sector is hot at this moment. It will follow its US market in sooner or later. Market is waiting for positive news. AML3D clients require longer lead time to reach commercial contract due to their nature of Defence, Energy and Mining Sector. In House 3D printing capability will enhance confidentiality as companies that do not depend on outside supply chain. These sector work in confidential nature and eager to possess the in house production capability, so not much market news. No news is good news.
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