Mar. 8 at 9:07 AM
$DDD Imo 3D Systems (DDD) will likely beat strongly earnings expectations
My earnings expectations for DDD are as follows:
Sales 100,32
Gross profit margin 34%
Adj Ebidtda -4 -4%
Operating cash flow around 5m
Free cash flow break even
146m shares eps -0,061
I analyzed thoroughly results of DDD strategic customers Allign Technology
$ALGN und United Therapeutics
$UTHR.
I estimate USD 1m of milestone payment and revenue from United Therapeutics's advanced printed lung project and USD 6m additional cash inflow through catched up materials purchases by Align Technology.
And, current news on the Iranian war suggest that DDD's joint venture NAMI with Dussur (i. e., strategic industrial investment firm owned by Saudi Arabian Public Investment Fund, Saudi Aramco, and SABIC), and Saudi Electric Company in Saudi Arabia might profit from strong demand for defense parts from Saudi Arabia and its allies and NAMI's partner Lockheed Martin
$LMT.
So, I am strongly invested in DDD.
