Whats the story with nano dimension – NNDM. According to a lot of stock market channels on YouTube, this is one of the hottest stocks to buy now. In the past month the stock price pretty much doubled, so I decided to dig into it and see what this company all about, and answer one simple question: Is Nano Dimension overvalued? To answer this question we will take a look at the business model of the company, the quality of financials, the strength of its management and as always we will run a Discounted Cash Flow DCF valuation to find out the current valuation of the company and the realistic NNDM target share price.
By Stock Chat
where the coffee is hot and so is the chat
NNDM about to go crazy again?
Can you please do an update
Would you kindly review NNDM now?
Hey Tom! Could you do a new update on NNDM soon?
Thanks for your great analysis! Its time to buy some. 👍
Nndm will be a $100 stock by 2023
Hey Tom ! What do you think about this company now ? What’s the future looks likes for them ?
Cathie woods just talked about how great Nano Dimensions is!
Hi Tom. With all of NNDM’s dilution, I think better exposure to the 3D additive manufacturing industry exists in VJET, Voxeljet on the Nasdaq. It’s currently undervalued at $200M market cap relative to its peers (esp DM at $7B market cap) with 4 years of consistent revenue around $25M USD per year, even in 2020 during the pandemic (it is a 10+ year old company). It’s a German company and the CEO has successfully developed a 3D printing company in Germany in the past. Current uptick in order backlog for its machines into Q4 2020. Good luck to all.
Where do you stand now Tom?
Been in since $4. Cool to see it run to $17 because everyone missed the fact they print 3D boards, two HQs in US now and now hired an AI guy to the exec team. Wild to think of the possibilities this company can produce once the tech keeps going and some super smart engineers get ahold of it. Still adding to my position since this is a long term winner. Solid recap video btw with the info from month ago.
Back here after today
Anyone have any thoughts on NNDM as a takeover target?
Updates?
Nano is going to fly after the CEOs on tv Sunday and ark adds it to their new space etf. $20+ soon!
Will you please incorporate in your next video, the marketcap threshold
of being included in the Russell 300 index, which is bound to drive
institutional buying. Seems to me a way to go, but given the current cap
raise, maybe not to long after all
To $100?!? Updates?
Hi Tom. Did you see the NNDM price today? Thanks for the great content, I am gonna watch all your uploaded videos for sure. Greetings from Hungary:-)
Nano dimensions updates? Going to 10x this year
I believe SSYS has no debt as well!
Tom, would you be willing to do a breakdown on Triterras ($TRIT)? I would very much enjoy hearing your insight on the company. Also, Happy New Year and as always.. you da man!
I do have to admit I do not get this idea that a PCB is "expensive", "complicated", etc. I've seen several analysis of the stock that start from the same premise and I don't get it. (Genuine question, i feel like I'm missing something).
There's a billion cheap ways of building POCs for cicuit boards. You can even buy a nickel conductive pen for 10$ and create a circuit (trivial one obviously). Most highschools have the basic stuff required to create a PCB. It cost virtually nothing.
Also, I feel that for large scale, PCB is largely more efficient than 3d printing will ever be.
What am I missing here ? The technology is exciting and has a lot of applications but not the one described.
tom what do you thk about THETA AND THETA FUEL
TOM WHAT DO YOU THK ABOUT THETA AND/ THETA FUEL
Excellent!
Hey Tom, I live in the Netherlands and I had to close my BTC positions because my broker fucked up with getting a licence for crypto trading too late.. I used a bit of my BTC profits (+ 160%!) to invest in NNDM as there is quite a bit more to it then printing circuit boards.. Their technology can print 3D circuit boards and in a way that is completely new and so innovative… they are probably years ahead before whatever company can do the same… Ark buys so heavily because it perfectly fits in one of their technology disruption pillars.. 3D printing.
Add to this that the guys that started Waze (you know, that 'social' navigation app they sold to Google for 1 Billion) are leading this company, brilliant tech nerds that actually know how to scale up a start-up company.. They have done it before with Waze…. I think NNDM can become a giant in their field if they continue to execute and will grow a lot quicker then you think…
Is it a risk? of course it is, its a brand new company, but the rewards can be awesome!
Can you please do a video on PLTR and your thoughts. Thanks !
Do we know how many 3D Printer orders are in the process? and to what industry/country they will be sold?
Would love your analysis on shopify
Thanks for sharing😊 It’s really helpful.