Wednesday, March 25, 2015

Fly Watch: 3D Systems, Stratasys To Present At Summit Tomorrow

NEW YORK (TheStreet) -- A group of 3D printer makers will hold small group meetings and one-on-one meetings with investors at the Jefferies 3D Printing Summit tomorrow. The following publicly traded 3D printer makers will present at the summit: 3D Systems , Stratasys , ExOne , and ARC Group . ANALYST PREVIEW: Jefferies analyst Jason North listed key questions for each company at the conference. For all of the companies, the analyst said he is interested to hear how they view the competitive environment in the space. For 3D Systems, North is interested to learn more about its acquisition strategy, potential holes the company sees in its portfolio, and what the company views as the drivers behind its expectation for accelerated growth in the second half of the year. For Stratasys, North would also like to ask about holes in its portfolio and whether the company is more likely to fill them through acquisition or internal development. North is also interested to hear how Stratasys plans to drive adoption of end-use-part manufacturing using 3D printing. ExOne is likely to be asked to explain the reasons for its confidence that its printer shipments will increase significantly in the second half of the year, North stated. The company is also likely to be asked to explain the mechanics behind its expected increase in gross margins after the current quarter, he added. ExOne likely will be asked to estimate the percentage of revenue that its new production system, Exerial, could generate in a couple years. Key questions for ARC Group include how its revenues are split between prototyping and production and its intention to add any other 3D printing technologies. North would also like to learn more about ARC Group's goals and timeline for its investments in metal 3D printing. PRICE ACTION: Over the last three months, shares of 3D Systems have fallen about 9%, Stratasys has declined nearly 28%, ExOne has dropped nearly 10% and ARC Group has plunged 39%. Reporting by Larry Ramer.


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