1. Alternative 3D Printing Stocks You Should
Meet
Inside 3D Printing Conference & Expo
Melbourne, Australia
Gary Anderson - 3DPrintingStocks.com
Gary Anderson
3DPrintingStocks.com
2. Disclaimer
This presentation is for entertainment
purposes only and should not be
considered investment advice
This is not an invitation to buy or sell any
security
Consult your financial advisor before making
any investments
I am not a registered investment advisor
Stock trading is inherently risky, including but
not limited to loss of capital
Disclosure
I may own any of the securities or options for
the securities mentioned in this presentation
and I may buy, sell, or hold any security or
options at any time
I have not been paid for this presentation by
any company or by any third-party
associated with any company mentioned.
I am actively seeking an assignment as a
consultant for Graphene 3D Lab (GGG) and
may receive compensation at a later date.
3. 3D Printing and Technology Fund (TDPNX)
• Composed of 42 different companies globally
• Diversification + broad 3D printing industry exposure
• 63% of holdings are “pure play” 3D printing stocks
• $2,500 minimum investment
• Automatic monthly investments optional (DCA)
Key Positives
1. Diversification + global 3DP exposure
2. Net expense ratio 1.5% (due to fund adviser waiving fees thru April 30, 2015)
3. Fund managers Alan and John Meckler “Inside 3D Printing” & industry insiders
4. Top Ten Holdings as of 3/31/2014
• SSYS Stratasys Ltd.
• DDD 3D Systems, Ltd.
• ONVO Organovo Holdings
• XONE The ExOne Co.
• AMAVF Arcam AB
• DASTY Dassault Systems
• VJET Voxeljet AV
• ADSK Autodesk, Inc.
• GE General Electric Co.
• PRLB Proto Labs
3D Printing and Technology Fund (TDPNX)
More information: 3DPFund.com
TDPNX gave BEST return of all
technology mutual funds tracked
by Morningstar for prior month,
> 15% return.
5. Groupe Gorge (GOE)
• Based in France, 25 year history, 1,290 employees
globally
• Robotics, nuclear safety systems, flight and
submarine simulators, engineering consultation
• Trailing PE ~ 39
• 2013 EPS = € 0.52, or 0.75 AUD
• 2013 operating income up 67%
• Dividend (!) of € 0.32, or 0.46 AUD per share
• Acquired “Prodways” 3D printing in late 2013
(1 EUR = $1.44 AUD)
8. MGI Digital Graphic Technology (ALMDG)
• Also based in France, 25 year history, 1,290
employees globally
• Core operations inkjet 2D printers
• Trailing PE ~ 39
• 2013 EPS = € 1.10, or 1.58 AUD
• 2013 operating income up 22%
• Acquired “Ceradrop” 3D printing in fall 2013, an
“Advanced materials deposition inkjet system” using
additive manufacturing
• Konica Minolta bought 10% of MGI in January 2014
(1 EUR = $1.44 AUD)
10. MGI Digital Graphic Technology (ALMDG)
More information: ALMDG on Euronext Exchange 2013 financials (PDF)
11. ARC Group Worldwide (ARCW)
• One of world’s largest metal injection molding (MIM)
companies with operations in U.S. (Florida,
Colorado), and Hungary
• Extensive use of robotics in MIM operations
• TTM PE ~ 40
• TTM EPS = $.41 USD, or $.44 AUD
• 125% Revenue growth in fiscal year 2013
• Net income over last 9 months $4.4 million vs. $1.5
million USD
• Launched 3DMT in December 2013, a 3D printing
service bureau with one of largest capabilities for
metals printing in U.S.
($1 USD = $1.06 AUD)
14. • Graphene first isolated in 2004
• Pure carbon, one atom thick
• Strongest and thinnest material known to exist
• One million times thinner than paper
• 200X stronger than steel, yet 6X lighter
• Conducts electricity 30 times faster than silicon
• Transparent and bendable
• Impermeable to gases, even those as light as
hydrogen or helium
• Chemical components can be added to its surface to
alter its properties
New Play: Graphene 3D Lab Inc. (GGG.V)
15. New Play: Graphene 3D Lab Inc. (GGG.V)
• Trading should begin within 2 weeks
• Listed on US OTC (symbol pending) and TSE (GGG)
• 41 million shares fully diluted
• $1.8 million cash, no debt
• Management are “Graphene Gurus” with strong
industry recognition
• Have produced prototypes for functional 3D printing
materials with graphene
• Filaments are compatible with present-day FDM
printers
• Developing proprietary 3D printers optimized for
multi-material printing
Web site
Investor presentation PDF
16. Additional Information on Graphene
• 'Miracle material' will be in your home sooner than
you think (CNN)
• How graphene might change the world
(YouTube video)
• Graphene industry news and articles
(GrapheneTracker.com)
New Play: Graphene 3D Lab Inc. (GGG.V)