Gary Anderson_Inside 3D Printing Melbourne

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Alternative 3D Printing Stocks You Should Meet Inside 3D Printing Conference & Expo Melbourne, Australia Gary Anderson - 3DPrintingStocks.com Gary Anderson 3DPrintingStocks. com

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Transcript of Gary Anderson_Inside 3D Printing Melbourne

  • 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) 6. Groupe Gorge (GOE) 7. Groupe Gorge (GOE) More information: GOE on Euronext Exchange 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) 9. MGI Digital Graphic Technology (ALMDG) 10. MGI Digital Graphic Technology (ALMDG) More information: ALMDG on Euronext Exchange 2013 financials (PDF) 11. ARC Group Worldwide (ARCW) One of worlds 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) 12. ARC Group Worldwide (ARCW) 13. ARC Group Worldwide (ARCW) More information: 2013 SEC filing 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) 17. Questions? Access Links/SEC filings? Email: [email protected]