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Printing Money

Podcast Printing Money
Printing Money
As the additive manufacturing industry continues to rapidly grow and evolve, so too does the financing that enables the technology innovation. ‘Printing Money’ ...

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  • Printing Money Episode 25: Deals & Analysis with Arno Held (AM Ventures) and Tali Rosman
    Welcome to 2025, and welcome to Printing Money Episode 25!  For this episode Danny welcomes back a couple of previous guests: Arno Held (AM Ventures) and startup advisor Tali Rosman. It’s a new year so, naturally, this episode has its share of reflecting on the 2024 that was and the 2025 (and beyond) that will be. Danny, Arno, and Tali start off by harkening back one last time to Formnext – what is traditionally the end of the 3D printing year turned out only to be a prelude to a whole lot of industry-shifting news in December. So yes, Danny, Arno and Tali discuss Shapeways’ rebirth, Forward AM’s insolvency, Velo’s restructuring, voxeljet’s go-private. And this is all really interesting, but it’s only the appetizer. Next, Episode 25 wades into the deep end, analyzing and opining on the goings-on with Nano Dimension. Will the acquisitions of Desktop Metal and Markforged happen? Will the shareholder activists force the company to unwind? And what’s this about tin foil hats and Russian oligarchs? After the Nano Dimension discussion, Episode 25 moves on to review some of 2024’s venture capital raises, including a few recent ones.  Then, Danny, Arno and Tali consider the current artificial intelligence (AI) revolution and how it might dovetail with what’s to come for additive manufacturing (AM) this year and further into the future. Please enjoy Episode 25, and please join Danny, Arno, Tali, and your other favorite Printing Money personalities at AM Strategies next month, Feb 4-6 in New York City. This episode was recorded January 8, 2025. Timestamps: 00:14 – Welcome to Episode 25 00:31 – Welcome back to Arno Held (AM Ventures) and Tali Rosman 01:21 – Reflections on Formnext and summing up 2024 03:48 – BASF Forward AM insolvency filing 05:11 – So much happened after Formnext! 07:38 – Shapeways reborn 09:14 – Velo3D (VLDX) restructured 11:31 – Voxeljet acquired by its investor, Anzu Partners 12:10 – Whither Nano Dimension (NNDM), Desktop Metal (DM), and Markforged (MKFG)? 13:11 – A pile of cash, shareholder activism, lawsuits… 15:01 – russianoligarchs.com (That’s not a typo!) 17:32 – The Oerlikon (OERLY) connection 21:45 – What should/could Nano Dimension do? 26:35 – Siemens to acquire Altair, 3D Systems selling Geomagic to Hexagon 28:23 – Buyers’ market: VC into AM has dropped 80% in twenty-four months 30:33 – Broad themes for 2025: M&A is coming back, Reshoring is now, Materials in focus 35:10 – Fabri raises $5M for investment casting 36:33 – Industrializing AM technology: Conflux raises $11M Series B 38:23 – AM Ventures and HZG Group co-invest on Spectroplast 39:43 – HZG invests in Craftcloud/All3DP 40:31 – AI in the 3D printing industry 41:46 – 1000 Kelvin and Euler deploy AI to 3DP/AM 45:27 – The next wave for 3DP/AM has already gotten started 47:02 – Come meet us at AMS (Feb 4-6 in NYC)! 47:43 – Thanks to Arno and Tali! Disclaimer: This content is for informational purposes only, you should not construe any such information or other material as legal, tax, investment, financial, or other advice. Nothing stated on this podcast constitutes a solicitation, recommendation, endorsement, or offer by the hosts, the organizer or any third-party service provider to buy or sell any securities or other financial instruments in this or in any other jurisdiction in which such solicitation or offer would be unlawful under the securities laws of such jurisdiction.  The information on this podcast is of a general nature that does not address the circumstances and risk profile of any individual or entity and should not constitute professional and/or financial advice. Referenced transactions are sourced from publicly available information.
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  • Printing Money Episode 24: Q3 2024 Earnings Review with Troy Jensen, Cantor Fitzgerald
    Welcome to Printing Money Episode 24. Troy Jensen, Managing Director of Cantor Fitzgerald, joins Danny Piper, Managing Partner at NewCap Partners, once again as it is time to review the Q3 2024 earnings in the additive manufacturing (AM) industry. Give us 36 minutes and we’ll give you the 3D printing world! Danny and Troy discuss all of the public company earnings reports, of course. Thanks to some data from AM Research, Danny and Troy also provide commentary on sales and traction from some of the more difficult companies (privately owned, or non-reporting parts of larger public companies) to track. First Danny and Troy layout the macro picture through which to view the Q3 numbers.  Next, they discuss takeaways from Formnext 2024.  Then they jump in and run through the financial performance of all the significant 3D printing manufacturers.  Along the way they sprinkle in relevant discussion of components and peripherals such as lasers and powder companies. You can be sure that Printing Money Episode 24 also includes the latest analysis on the consolidating landscape (ie; NNDM buying DM and MKFG) and the biggest hot button issues (ie; Chinese 3D printing vs the West). Please enjoy Episode 24. This episode was recorded December 2, 2024. Timestamps: 00:24 – Welcome to Episode 24, and welcome to Troy Jensen (Cantor Fitzgerald) 01:14 – Bigger picture: Q3 was full of geopolitics, let alone a US presidential election 02:05 – The tenor at Formnext 2024 03:32 – Evidence of a bottom; the Q3 2024 numbers for the 3DP/AM industry 04:38 – Rotation time?  Large cap tech has outperformed for a couple years 06:03 – Nikon SLM Solutions Q3 2024, in light of AM Research data 07:19 – BLT and Farsoon take flight with Airbus 10:43 – EOS Q3 2024, considering AM Research data 11:41 – nLIGHT (LASR) beaming into the laser metal AM markets 13:17 – Velo3D (VLDX) to the pink sheets, and the SpaceX deal 15:54 – Stratasys (SSYS) Q3 2024 20:05 – 3D Systems (DDD) Q3 2024 21:00 – Relationship status for 3D Systems and Align (ALGN) 23:41 – Nano Dimension (NNDM) Q3 2024 24:17 – Shareholder activism at NNDM 24:45 – Desktop Metal (DM) Q3 2024 25:37 – Markforged (MKFG) Q3 2024 26:25 – Financials and outlook for NNDM, DM and MKFG combined 30:10 – Materialise (MTLS) Q3 2024 34:06 – Voxeldance booth shut-down by German authorities at Formnext 2024 35:22 – IperionX (IPX) and Carpenter (CRS): Metal powder companies doing well in the stock market 36:36 – Thanks again to Troy, and thanks everybody for listening! Disclaimer: This content is for informational purposes only, you should not construe any such information or other material as legal, tax, investment, financial, or other advice. Nothing stated on this podcast constitutes a solicitation, recommendation, endorsement, or offer by the hosts, the organizer or any third-party service provider to buy or sell any securities or other financial instruments in this or in any other jurisdiction in which such solicitation or offer would be unlawful under the securities laws of such jurisdiction.  The information on this podcast is of a general nature that does not address the circumstances and risk profile of any individual or entity and should not constitute professional and/or financial advice. Referenced transactions are sourced from publicly available information.
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  • Printing Money Episode 23: Additive Manufacturing Deal Analysis with Alex Kingsbury
    Episode 23 is here, and it’s chock-full. Alex Kingsbury, nLIGHT Market Development Manager and, not to mention, co-creator of the Printing Money podcast, re-joins Danny and the result is 60 minutes of additive manufacturing (AM) deals and analysis. First, we jump right in to cover Nano Dimension’s in-progress deals with Desktop Metal and Markforged. Then, we cover services bureaus, major public-private funding news, and a lot of venture capital (VC) raises and financings. Last, we touch on the recent news of the postponement of Formnext Chicago. Here are just a few companies that get mentioned in this episode: Incodema, I3D, KAM, ADDMAN, Sintavia, Stifel North Atlantic, ASTRO America, Summers Value Partners, Stellantis, In-Q-Tel, Embedded Ventures, SpaceX, nTop, Seurat, NVIDIA, AE Ventures, HorizonX, Nimble Partners, AM Ventures, Breakthrough Victoria, Finindus, Sumitomo, and more. Please enjoy Episode 23, and see you later this month at Formnext in Frankfurt, or, as Danny so well puts it, “The Super Bowl of 3D printing." This episode was recorded October 29, 2024. Timestamps: 00:14 – Welcome to Episode 23, and welcome to Alex Kingsbury 01:37 – We have a lot to cover! 02:03 –AMS was a telling preview of 2024 02:53 – Nano Dimension (NNDM) acquiring Desktop Metal (DM) 05:21 – NNDM-DM last steps before closing in Q4 2024 08:04 – Nano Dimension (NNDM) acquiring Markforged (MKFG) 10:25 – An enormous amount of efficiencies 12:09 – How will NNDM, DM, and MKFG integrate? 14:19 – Markforged settles litigation from Continuous Composites 15:41 – ADDMAN acquires KAM 19:18 – AM service bureau markets: All boats are floating in the US, and all boats are sinking in Europe (Or, “Europe makes the printers, The USA prints the parts”) 20:02 – Sandvik divesting investment in BEAMIT 20:26 – Proto Labs closing metal LPBF facility in Germany 23:36 – AM Forward fund is approved by SBIC 26:26 – Restor3d closes $70m financing ($55M equity, $15M debt) 27:56 – 6K $82M Series E round 31:17 – Chromatic3D closes $6M round 32:55 – Freeform raises $14M 35:15 – NVIDIA backs 3D printing! 38:11 – nTop receives investment from NVIDIA 40:34 – AM Ventures’ portfolio companies get a boost 40:53 – Conflux raises $11M Series B for heat exchangers 43:58 – Fortius Metals raises $2M from Finindus 45:15 – Sun Metalon raises $21M Series A led by Sumitomo 47:49 – UpNano raises EUR 7M 48:33 – NematX raises EUR 1.5M 50:33 – Mosaic Manufacturing raises CAD 28M 52:01 – Formnext Chicago is postponed 56:55 – See you at Formnext Frankfurt in a few weeks! Disclaimer: This content is for informational purposes only, you should not construe any such information or other material as legal, tax, investment, financial, or other advice. Nothing stated on this podcast constitutes a solicitation, recommendation, endorsement, or offer by the hosts, the organizer or any third-party service provider to buy or sell any securities or other financial instruments in this or in any other jurisdiction in which such solicitation or offer would be unlawful under the securities laws of such jurisdiction.  The information on this podcast is of a general nature that does not address the circumstances and risk profile of any individual or entity and should not constitute professional and/or financial advice. Referenced transactions are sourced from publicly available information.
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  • Printing Money Episode 22: Dave Burns, AMT Senior Advisor, “Live” from IMTS
    Episode 22 of Printing Money comes with a twist: this episode is from a live recording on the Formnext stage at IMTS on September 9, 2024.  We were lucky enough to have Danny joined by Dave Burns (Senior Advisor, AMT) for an executive perspective on the additive manufacturing (AM) markets, replete with decades of first-hand experience, first as CEO of Gleason Corporation and then as a co-founder and President of ExOne (now part of Desktop Metal). First we talk through Dave’s career, with a focus on the founding of ExOne in 2005 through its IPO in 2013. Then we view the current state of the 3D printing industry, discussing market capitalizations, transaction values, and investing for the long game. This is followed by a look ahead at the drivers to propel the AM industry into maturity, with a focus on applications. Last, we have the heretofore unique chance to field questions from our live audience. Please forgive us any audio imperfections. Considering this was recorded live using an iPhone and amid a crowd of 100,000+ IMTS attendees, we are proud of it, and thankful to have such a great podcast producer (thank you, Jake!). So, please enjoy Episode 22, stay tuned for coming episodes, and browse our recent discussions while you wait for the next ones. Timestamps: 00:15 – Welcome to Printing Money Live at IMTS! 00:37 – Introducing Dave Burns (AMT) 01:26 – Dave Burns’ career in manufacturing technology 03:32 – AM and traditional manufacturing are co-dependent 04:14 – From 3D printing start-up to IPO: Dave’s experience at ExOne 08:00 – Market Caps in the context of historical 3DP/AM deals 08:56 – Patient Money: 3DEO receives $3.5M investment from Mizuho 12:09 – Existential De-risking: Key drivers for a long-term AM strategy 16:20 – What does the maturity of the 3D printing industry look like? 18:33 – A different mindset: Application specific printers to compete with larger all-purpose machines? 22:21 – Audience Q&A: More on the value of application specific 3D printing 24:58 – Audience Q&A: Are we solving the same problem? 27:17 – Audience Q&A: Reshoring via government funding as a path to 3DP/AM industry maturity? 29:51 – Wrap-up and thank you Disclaimer: This content is for informational purposes only, you should not construe any such information or other material as legal, tax, investment, financial, or other advice. Nothing stated on this podcast constitutes a solicitation, recommendation, endorsement, or offer by the hosts, the organizer or any third-party service provider to buy or sell any securities or other financial instruments in this or in any other jurisdiction in which such solicitation or offer would be unlawful under the securities laws of such jurisdiction.  The information on this podcast is of a general nature that does not address the circumstances and risk profile of any individual or entity and should not constitute professional and/or financial advice. Referenced transactions are sourced from publicly available information.
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  • Printing Money Episode 21: Q2 2024 Earnings Analysis with Troy Jensen, Cantor Fitzgerald
    Like sands through the hourglass, so is the Q2 2024 earnings season.  All of the publicly traded 3D printing companies have reported their financials, so it is time to welcome back Cantor Fitzgerald Managing Director Troy Jensen to discuss and analyze the numbers. Problematic balance sheets and challenging operating environments serve as a backdrop for some negative themes including strategic reviews, slashed operating expenses, and dwindling market capitalizations. But it’s not all gloom and doom. Nikon SLM Solutions continues to experience growth, and some services and software providers performed well enough too.  And through it all, the additive manufacturing (AM) industry is still growing, so Danny and Troy point to some of the private companies where growth seems apparent. AM Research has more than a decade of historical data on private and public 3D printing companies alike and can certainly back up Danny and Troy’s thoughts on the privates. Please enjoy Episode 21, and, if you are at IMTS this week, come find Danny, and Troy, and the 3DPrint.com and AM Research teams, all of which will be presenting on either the Formnext Stage or at the Investor Forum. Timestamps: 00:21 – Welcome back, Troy Jensen (Cantor Fitzgerald) 00:50 – See us live at IMTS! 01:32 – Q2 2024 earnings themes 02:20 – 3D Systems (DDD) Q2 2024 (and Q1 2024) earnings 04:55 – Cost cutting at 3D Systems, and some nice new industrial sales, but a dwindling valuation 08:06 – Stratasys (SSYS) Q2 2024 earnings 09:43 – Stratasys sues Bambu Labs 12:01 – Stratasys’ strategic review 14:28 – Inkbit, AM Craft, and Stratasys’ strategy 15:57 – Speculation: Let Nano Dimension (NNDM) acquire Desktop Metal (DM), and then merge with Nano Dimension? 17:16 – Desktop Metal (DM) Q2 2024 earnings 21:32 – Markforged (MKFG) Q2 2024 earnings 23:00 – Speculation: Should Markforged tie-up with Continuous Composites? 25:25 – Impossible Objects impresses at RAPID 26:15 – Velo3D (VLD) Q2 2024 earnings 26:42 – Nikon SLM Solutions Q2 growth 27:33 – ADDMAN to acquire KAM 28:27 – Speculation: This is the quarter that we find out what happens to Velo3D 30:24 – Reshoring: Nikon SLM rebrands Morf3D into Nikon AM Synergy 31:36 – Formlabs launches Form 4 32:42 – Materialise (MTLS) Q2 2024 earnings 33:58 – Materialise acquires FEops 36:21 – Proto Labs (PRLB) Q2 2024 earnings 36:58 – Xometry (XMTR) Q2 2024 earnings 37:43 – IMTS Investor Forum 38:28 – Shapeways’ Netherlands unit gets a bid 39:00 – Q3 2024 earnings preview and episode wrap-up Disclaimer: This content is for informational purposes only, you should not construe any such information or other material as legal, tax, investment, financial, or other advice. Nothing stated on this podcast constitutes a solicitation, recommendation, endorsement, or offer by the hosts, the organizer or any third-party service provider to buy or sell any securities or other financial instruments in this or in any other jurisdiction in which such solicitation or offer would be unlawful under the securities laws of such jurisdiction.  The information on this podcast is of a general nature that does not address the circumstances and risk profile of any individual or entity and should not constitute professional and/or financial advice. Referenced transactions are sourced from publicly available information.
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Over Printing Money

As the additive manufacturing industry continues to rapidly grow and evolve, so too does the financing that enables the technology innovation. ‘Printing Money’ takes a deeper look at the transactions behind some of the most innovative 3D printing businesses. We explore everything from mergers, acquisitions, fundraising, and the public markets, while considering broader technology trends and market movements in the AM industry. Each episode, we’ll dive into the latest investments in the 3D printing industry and understand how they’ll shape the future of the industry. With our combined expertise in finance and additive manufacturing, we’ll give you the context you need to better understand the deals done in our industry.
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