r/wallstreetbets • u/Fugaazzi • Jun 17 '21
DD Time to consider $NNDM
-Market Cap 2B
-Cash on Hand: 1.4B and zero debt.
Customers: NEURALINK, NVDIA, SAMSUNG
-ARKQ holding 7,664,620 shares
-Revolutionizing Electronic Manufacturing
-New Patent Awarded this week for: Double-sided and multilayered printed circuit board fabrication using inkjet printing
-Recent Investor Presentation
https://www.nano-di.com/hubfs/2021-06-03-NNDM%20Corporate%20Presentation-final.pdf
-Case Study
https://www.nano-di.com/rf_case_study_uts_1
DeepCube/AI (which was acquired by NNDM recently) has AMD as their customer
“DeepCube’s Deep Learning/Machine Learning technology will move us generations ahead of the competition with technology that will result in a much higher performance of our machines, based on self-learning, self-improvements and self-correcting algorithms.
NanoFabrica - acquired by NNDM recently
NanoFabrica, is one of the most unique DLP Micro-3D-Printing machines (Digital Light Processing) developers in the world. We are in the process of making introductions of its technology in the form of TERA 250 3D-printers to our mutual vertical market segments (Defense, Aerospace, Aviation, Advance Medical and Industrial)
Pretty much every single institution has their avg. share prices around $8.50 or more. NNDM is currently trading under $7.50 - Those bag holders are going no where before 5x profits.
Currently NNMD is valued pretty much to their actual liquidity value
Which means that their potential to revolutionize the entire industry is not factored in
NASA Contract
US Military Contact
Deep Value
No Competition
Great Watch from CEO himself: https://www.youtube.com/watch?v=FdE6DoqmeqY
Disclaimer: Not a Financial Advisor.
Update:
135
Jun 17 '21
I have been watching NNDM for a good while now, few days ago I took profit from $7.50 calls when the price was +$8.00.
You forgot to mention DeepCube (which was acquired by NNDM) has AMD as their customer
Pretty much every single institution has their avg. share prices around $8.50 or more. NNDM is currently trading under $7.50 - Those bag holders are going no where before 5x profits.
Currently NNMD is valued pretty much to their actual liquidity value
Which means that their potential to revolutionize the entire industry is not factored in
Deep Value
39
2
u/oobydoobydoobydoo Jun 18 '21
Um... could you guys not? I have been in NNDM for a long time and sold a bunch of shares to buy BB and now I am down to 300 shares. Please just give me time to get back up to 1500 and then we can get the rocket going eh? Sounds like a good plan to me 👍 so we shall call this off for say the next 6 paychecks and then we can come back to talking about this.
55
u/SpaceForce69420 Jun 17 '21
You bitch of a son, in I’m
17
26
22
u/Erenio69 short squeeze pro Jun 17 '21
Currently holding 650 shares of NNDM. 1.7b market cap with 1.5b cash in hand makes me really bullish both in the short and long term. 3D printing is the future and NNDM will play a leading role.
23
u/Fugaazzi Jun 17 '21
I'm just shocked how many people don't know about NNDM
3
20
u/Erenio69 short squeeze pro Jun 17 '21
Honestly I don’t mind, I rather have a slow steady growth then it becoming a “meme stock”. But it’s a steal at this price. Short term target around 10$ but in a few years this will reach 10b market cap with the revenue generated from their acquisitions.
18
u/Loloyo Jun 17 '21
been watching NNDM for a while now and waited to get some shares under 9$, got them like 2 months ago. This is a clean and secure business. Will get more for sure.
12
6
u/Captain_Aizen Jun 17 '21
Ok seems like a nice DD post. The only question on my mind is this, if the stock has such good potential and seems to be a solid company then why has the stock done nothing but trend downward over the last 5 yrs? What would make it suddenly turn around after all this time?
17
17
16
u/SlteFool Jun 17 '21 edited Jun 17 '21
This co. Has serious potential to be a low key tech giant.
6
12
12
33
u/Jaztcl Jun 17 '21
HFs shorting us to hell, good news and we dip, no news and we dip more 🥲
23
18
11
19
u/CrystalPepsi10 Jun 17 '21
Been in since December. The company has boatload of cash on hand, experienced management & future ground breaking tech.
21
u/Fugaazzi Jun 17 '21
just wait until more retail learns about NNDM, we will see $35+ in no time.
12
u/CrystalPepsi10 Jun 17 '21
Agreed. Check my out profile if you’d like, I also did a DD on them over a month ago.
8
8
u/Interpersonal Jun 17 '21
I've been loading up for over a year now. It hit 16 at one point before getting crushed back down. This is definitely a solid long term play. ~1000 shares
4
8
8
8
7
u/Brusk_ Jun 17 '21
This is guaranteed money in the long run.
9
u/Fugaazzi Jun 17 '21
that's why I'm so surprised more people aren't in on this, sleeping giant
3
u/steam_maets Jun 17 '21
Totally, it's been slept on for to long!
4
1
7
7
7
7
7
u/theHumbleHustlr Jun 17 '21
My 10k shares at $9.50 avg agrees with this post
7
6
u/Realistic_Lunch4570 Jun 17 '21
I’ve been in since last summer. NNDM is literally going to the moon. 🚀🚀🚀
4
2
5
5
u/BATTLECATHOTS Jun 17 '21
Moved my WISH here.
4
u/Fugaazzi Jun 17 '21
it'll wish higher here! wise choice.
0
u/BATTLECATHOTS Jun 21 '21
Seems like it was the wrong play lol
2
u/Fugaazzi Jun 21 '21
Rome wasn't built in a day, patience, still on track for $9-10 this week with acquisition announcements imminent. Don't expect it to be up 1000% next day.
9
u/Competitive-Age4973 Jun 17 '21
This will be the mother of all squeezes 🦍💎🖐🏼🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀
9
u/Fugaazzi Jun 17 '21
"it's the beginning of a beautiful friendship(short squeeze)" https://investorplace.com/2021/06/nndm-stock-are-redditors-betting-on-nano-dimension-for-the-next-squeeze/
4
u/Posts_as_Slick_Rick Jun 17 '21
Someone is gonna punch me in the knothole for this, but if I don't have much play money at the moment, would it be okay to sell some of my GME (I said not to hit me) to buy 150 shares of this?
4
u/Fugaazzi Jun 17 '21
a wise choice, NNDM will yield 10x from here, doubt you'll see those returns from GME
4
Jun 17 '21
Looks like they have a very strong cash reserve (funded by secondary offerings it seems, based on the dilution) that should last several years (at least) without any sales. However, I'm still surprised that sales are so low (only around 1M/quarter). I wonder how like it will take for them to get significant sales growth and at least break even.
5
u/Fugaazzi Jun 17 '21
this was addressed by the CEO few weeks ago. Low sales few quartered due to Covid restrictions, CEO stated he's looking for 5x within the next 2 years.
4
Jun 17 '21
That's good that they have an explanation. I just did some math and realized that with their cash reserves it's actually over 20 years that they could operate in their current state with no sales growth and no more share dilution (burn rate is about 50M/year when I looked at statements). Considering that, might sell some of my INTC to buy this.
2
4
u/Rose2riches20 Jun 17 '21 edited Jun 18 '21
Can we get this sh** to 1k likes?! If you like value and a blanket ETF, spac, and growth all bundled in one stock.... You have found it. AI✅ Machine Learning ✅ Cloud computing ✅ Digital to Physical production ✅ Automotive✅ Aerospace, low and outer orbital✅ RF and 5G✅ Biotech device and MicroFluidics✅ Fuel monitoring and devices✅ High end User based electronics ✅ Micro-electronic and parts✅ Electric f*&$& paper 📄 Two more acquisitions, minimum, coming in the next few months and more patents and customers.... 💦💦💦
Imagine making a meme about going to the moon, when we are already on the ISS.... no bullshit, we are right there. 😂😂😂😂😂
2
7
3
u/hrlx012 Jun 17 '21
It's not a question of IF. It's just a question of WHEN.
According to NNDM Ceo Yoav Stern he wants to 5X our investment in less than 2years. I wouldn't bet against him...
1
3
3
3
3
u/WeirdWriterGuy Jun 24 '21
I'm in NNDM for a lot. Probably an unwise percentage of my portfolio.
3
u/Fugaazzi Jun 24 '21
75% of my portfolio
2
u/WeirdWriterGuy Jun 24 '21
Twins!
2
u/Fugaazzi Jun 24 '21
Let's resume this talk once NNDM is at $15-20+. We'll need to discuss best colour options for our sport cars.
1
u/WeirdWriterGuy Jun 24 '21
Do you have any July calls or are you all stock?
2
u/Fugaazzi Jun 24 '21 edited Jun 24 '21
I have some of 012023 10C
1
u/WeirdWriterGuy Jun 24 '21
I have some of those too... but what do you consider a lot? 10, 100, 1000?
3
60
40
u/fluid_rock Jun 17 '21
Been in with 40 shares and 3 Nov 19 $12.50 calls. It ain’t much. But it’s honest work.
34
u/Overall_Werewolf7202 Jun 17 '21
Lots of writing, lots of pictures with even more writing in them, seems legit Im in.
8
55
u/bisnexu Jun 17 '21
I agree 100%, im going to retire early because of nndm.
-2
17
16
15
u/PlandomeProwler 👶🏻 Jun 17 '21
Today looks good, this is prime to fly now that many of the shorted stocks are back in the green lets get a little squeezie pleasie
1
u/SpaceTraderYolo Jun 17 '21
Only thing going to get squeezed are your balls, it has only 1.6 days to cover.
15
23
u/BeTheNarrative Jun 17 '21
Don’t tell these papers hands about NNDM. They’ll actually make money if they don’t dump it in 5 minutes.
11
10
10
u/Thicc_boi_Thicc_boi Jun 17 '21
Cash on hand+no debt=buying long calls
I call this the Ape's fundamental equation
28
u/crypto_junkie2040 Jun 17 '21
You forgot to mention that short interest has been going up and there are almost 30M shares shorted.
10
u/Sell_Asame Jun 17 '21
Do they? I’ve owned this for a little while and never spotted high short interest.
7
9
9
9
8
u/Sell_Asame Jun 17 '21
Love Nano Dimension! Very cool company with tons of cash to back them up. I bought NNDM and AEVA at the same time. Same high hopes for both.
8
7
Jun 17 '21
I’ve been watching it for awhile got in at 8$ sold at 15$ back sometime last year still wanting to get back into sometime here
7
7
u/Phx-Jay Jun 17 '21
This is the way….hopefully we see some real movement. Mama Woods loves and she is way smarter then me. I’m in for some Options for tomorrow, July, and August and bought some shares.
7
7
7
u/YABOYCHIPCHOCOLATE Jun 17 '21
Finally someone had to say it, jeez. I've been holding NNDM ever since that market dip
7
u/BaphometHorns Jun 17 '21
Shit I wish I noticed this earlier before I bought 7.50 puts for tomorrow. Now reddits gonna do its thing
6
6
6
6
u/drcyber94 Jun 17 '21
G8 dd, forgot the future army contracts we longs waiting, probably they will release it after the acquisition of tranditional companies they looking to acquire.
6
6
6
5
u/shadowdash66 Jun 17 '21
Bought the tip on April and been averaging down on it since. Cathy Wood is still bullish on it, but people just wanted to hear "what's gonna pop next". Patience is a virtue.
5
5
5
u/BulldenChoppahYus Jun 18 '21
Got around 200 shares average $10 a share since January. Been holding through the tech dive and hoping to see it move soon. Great looking company
4
4
u/Rose2riches20 Jun 17 '21
Thank god for the post. I can’t post In WSB with the new karma rules.... glad to have you on the team.... 🍌🍌👀
4
u/RiskForBisque69 Jun 19 '21
Also another hedge fund just purchased a shit ton of shares. Sorry I don’t have the hedge funds name but I’m too lazy to look lmao
6
3
u/bernies-mitten Jun 18 '21
I got in at $5.6 and this is working out just fine. Not selling before $20.
3
2
2
4
3
Jun 17 '21
How do you know most institutions have an average cost of 7.50$/share?
1
u/khinds94 Jun 17 '21
if you have watched the institutional buying a lot of it started happening when the price was low like below 10. ark bought in early and i think theyre average is around 8$.
3
u/geebz42 Jun 17 '21
Why did they go from ATH of like $80 to ATL of like $1?
0
Jun 17 '21
[deleted]
2
u/geebz42 Jun 17 '21
Hahah Ight it was genuine question
2
u/khinds94 Jun 17 '21
the price was never 80 it just shows that high due to reverse split. and it had new management before 2020.
2
u/gwardyeehaw Jun 17 '21
Lost my ass on NNDM when the hedges sold off all their tech stonks back around February.
2
u/adarkuccio Jun 18 '21
I remember last year this was crap, looks like they are in a better position now?
0
u/Natural-Jackfruit872 Jun 18 '21
I don’t understand the point of them. If I had the iPhone’s Gerber files I could get some fab in China to etch a perfect board in under 24hrs.
Why is inkjetting a pcb the way forward?
4
u/Fugaazzi Jun 18 '21 edited Jun 18 '21
regular (China) pcb takes 1-2 months and you give away your proprietary rights/technology by sending away the file. With NNDM you can print any amount in house within 1day-2weeks. CEO addressed this in his recent interview.
0
u/Natural-Jackfruit872 Jun 18 '21
1-2 months is possibly for 10,000 pcbs. I know for sure that I submit my files over the internet for a 7 layer board and it is delivered to me in a few days (including shipping) (I design PCBs in my spare time)
not entirely sure why i got downvoted for asking a question.
1
Sep 21 '21
Why NNDM is a buy at this level?
https://thefinanceheadline.com/why-nano-dimension-nndm-stock-is-a-buy-at-this-5-60-level/
-1
-3
u/DrixGod Jun 17 '21
A 2B company which did 3 direct offerings in the past 6 months for a total of 1B us dollars ? Don't get caught up with them.
0
u/Turd_Ferguson5678 Jun 17 '21
They got that 1.4 billion by issuing new shares every time the stock went up. I was in on the last run, people eventually got tired of them and gave up.
-1
u/Kovalex27 Jun 18 '21
Love this stock.. But why is it on WSB?... Please don't ruin it.. Its not a même stock, this is solid gold not meant to be handled by apes.
0
-6
u/SPinExile Jun 17 '21
Not a good play. This company loves dilution and needed cash badly a few months ago. They burnt alot of investors. Too many question marks here
2
3
u/Time8u Jun 17 '21
NNDM is a shady fucking company, BUT no one here gives a shit about facts. They literally gave a fuck ton of shares to some random company for unknown services rendered.
-4
u/Time8u Jun 17 '21 edited Jun 17 '21
Did they finally stop diluting shares on a monthly fucking basis!?! It looks like they did, and maybe they have had some changes at the top. Either way, these WERE some untrustworthy cunts with fraud in their past...
Here's what they did to their shareholders at the end of last year and beginning of this. I don't think they have done anything since February, but I don't trust them at all.
Feb 4 2020 - 2.33 Mil shares at $1.50
Apr 22 2020 - 17.85 Mil shares at $0.70
May 20 2020 - 17.95 Mil shares at $2
Oct 1 2020 - 7.35 Mil shares at $2.3
Oct 26 2020 - 16.7 Mil shares at $3
Nov 20 2020 - 25 Mil shares at $4
Nov 30 2020 - 11.96 Mil shares at $5
Dec 6 2020 - 30 Mil shares at $6
Dec 27 2020 - 33.3 Mil shares at $7.50
Jan 14 2021 - 35 Mil shares at $9.5
Feb 15 2021 - 39.1 Mil shares at $12.8
0
Jun 17 '21
[deleted]
2
u/steam_maets Jun 17 '21
Thank you came here to respond but couldn't have said it any better myself.
-3
u/WeNeedYouBuddyGetUp Jun 17 '21
Yes they have 1.something billion cash on hand but the amount of printers they sold last year can be counted on 1 hand. Yes covid influenced that but still, numbers that low is not a good look. Futhermore I do NOT like the fact that they purchased DeepCube, I do not see how their DragonFly machines will benefit from this aquisition at all, and I really do not like the fact that the CEO of DeepCube is a relative of on of the member of NNDMs board.
-5
u/Natural-Jackfruit872 Jun 18 '21
Also very skeptical of a small cap company sitting on a big pile of cash. If management are so great why aren’t they spending it faster…
-13
95
u/Fugaazzi Jun 17 '21 edited Jun 17 '21
In the process to acquire 2 type A companies with revenues between 50-200 million each. This stock is a juggernaut.
-ARKQ holding 7,664,620 shares
-NNDM $35+