Printing Cash is again with Episode 30, and it’s that quarterly time, so we’re pleased and grateful to welcome again Troy Jensen (Managing Director, Cantor Fitzgerald) to overview the Q1 2025 3DP/AM public market earnings.
Public market valuations are primarily based on ahead wanting earnings, however the reporting calendar means we recorded this “Q1 2025” episode on the final day of Q2. That’s to say, we’re wanting again as quick as doable so as to look ahead.
Danny and Troy begin off by ruminating on the shortage of 3DP/AM participation in a seemingly common public market momentum. Tariffs and rates of interest play their roles, nonetheless it’s incumbent upon the 3DP/AM trade to search out its footing.
Subsequent, Danny and Troy dive into the Q1 2025 public market earnings. What of Stratasys and its new money stockpile? Can 3D Techniques engineer a monetary turnaround? What’s the path forward for Nano Dimension below a brand new CEO? Does Q1 2025 present that Materialise’s This fall 2024 disappointment was simply an outlier?
From right here, Danny and Troy flip to some non-public market gamers, partly as a result of there are usually not as many related pubic pure-plays these days, but additionally as a result of these privates are important and might have impacts on the general public market gamers’ efficiency.
The dialog transitions to some inexperienced shoot success tales and final, a fast a glance forward at Q2, which after all has already occurred…
Please get pleasure from Episode 30 and take a look at our earlier episodes too.
This episode was recorded June 30, 2025.
Timestamps:
00:12 – Welcome to Episode 30 and welcome again to Troy Jensen (Cantor Fitzgerald)
00:45 – The general public markets have come again, however not so for 3DP/AM shares
01:30 – Little to no institutional curiosity, lack of profitability, not sufficient development
02:41 – AI and different sizzling tech strikes quick, 3DP/AM strikes sluggish
03:03 – Tariff affect to capital tools shopping for selections
04:15 – Rates of interest affect to capital tools shopping for selections
05:55 – Regional efficiency of metallic AM (supply: AMPOWER)
07:19 – Stratasys (SSYS) Q1 2025 earnings overview
09:18 – Stratasys acquires BASF spinout Ahead AM, others subsequent?
14:03 – 3D Techniques (DDD) Q1 earnings overview
17:25 – 3D Techniques’ enterprise with Align Applied sciences (ALGN)
19:35 – Healthcare 3DP/AM sturdy: 3D Techniques (ex-Align) and Materialise (MTLS)
20:40 – Nano Dimension (NNDM) Q1 2025 earnings
21:36 – What’s coming of Desktop Steel?
22:45 – Ofir Baharav and the Nano Dimension imaginative and prescient
23:45 – (Hypothesis solely) DDD and NNDM, a synergistic match?
25:47 – Materialise (MTLS) Q1 2025 earnings
28:41 – Formlabs enterprise overview
29:47 – Bambu Lab enterprise overview
30:05 – Nikon SLM Options (Nikon – 7731:JP), EOS, Velo3D (VLDX) enterprise overviews
30:31 – Inexperienced shoots: 3DP/AM companies for Aerospace/Protection
31:14 – LPBF for manufacturing: Incodema and I3D
33:15 – Wag the canine: 3DP/AM supplies are entrenching into the provision chain
34:37 – Q2 2025 look forward (contemplating it’s already Q3…)
35:33 – Thanks to Troy and thank you for listening
Disclaimer:
This content material is for informational functions solely, you shouldn’t construe any such info or different materials as authorized, tax, funding, monetary, or different recommendation. Nothing said on this podcast constitutes a solicitation, suggestion, endorsement, or supply by the hosts, the organizer or any third-party service supplier to purchase or promote any securities or different monetary devices on this or in another jurisdiction through which such solicitation or supply could be illegal below the securities legal guidelines of such jurisdiction. The data on this podcast is of a common nature that doesn’t tackle the circumstances and threat profile of any particular person or entity and shouldn’t represent skilled and/or monetary recommendation. Referenced transactions are sourced from publicly out there info.
Danny Piper is a registered consultant of Finalis Securities LLC, member FINRA/SIPC. This materials has been ready for info and academic functions solely, and it’s not meant to offer, nor ought to or not it’s relied on for tax, authorized, or funding recommendation. Traders ought to seek the advice of with their very own tax, authorized, and monetary professionals earlier than investing. Actual property investments are typically extremely dangerous. They are often risky, unpredictable, illiquid, and are topic to ebbs and flows and market shifts. Traders additionally threat the lack of all principal investments.
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