8/19/24 :: VROCKSTAR :: 
NNDM
Long into print @2.15
- net cash valuation of 270 mm or so (so yea, the company's valuation is basically negative)
- the burn between 50 and 100 mm a year in cash. let's say that's 100 mm
- among the 3D print companies, it's really the only one i've found that's even remotely ownable bc it's a. revenues aren't tiny b. in theory it's growing a bit and c. doesn't have god awful margins.
- fact that it's based in Israel i think has hurt its valuation because of the conflict
- but they report tmr.
- valuation negative and at lows, seems washed out
- look at oil, look at stonks today... conflict ending?
- even my other
NICE (israel stonk) is ripping today
like the setup. i'm long 50 bps into the print.
lmk if u see it differently, always.
V
NNDMLong into print @2.15
- net cash valuation of 270 mm or so (so yea, the company's valuation is basically negative)
- the burn between 50 and 100 mm a year in cash. let's say that's 100 mm
- among the 3D print companies, it's really the only one i've found that's even remotely ownable bc it's a. revenues aren't tiny b. in theory it's growing a bit and c. doesn't have god awful margins.
- fact that it's based in Israel i think has hurt its valuation because of the conflict
- but they report tmr.
- valuation negative and at lows, seems washed out
- look at oil, look at stonks today... conflict ending?
- even my other
NICE (israel stonk) is ripping todaylike the setup. i'm long 50 bps into the print.
lmk if u see it differently, always.
V
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Disclaimer
The information and publications are not meant to be, and do not constitute, financial, investment, trading, or other types of advice or recommendations supplied or endorsed by TradingView. Read more in the Terms of Use.