3DM Worldwide - Superstock??

Bluebelle
I don't often agree with you, especially as you often reflect a shorters agenda, and have yet to convince me that your derogatory posting is not just motivated by a vested interest in driving the share price further down. You also demean yourself by making personal jibes to try to denigrate those of an opposing view.

However you have put your finger on the company's undoubted previous weakness -the assumption that self interest amongst the licensees would be an adequate substitute to propel the company profitably forward in place of a professionally competent marketing organisation.

The plastics technology, legal, and negotiating sides of 3DM are very strong. The new CEO is also impressing people early in his tenure. The shortfall in Marketing is probably clear to KB, as must be recognised by his appointment six months ago of Simon Baden and Paul Markgraf as business managers for Europe and Far East respectively. These were well timed. Simon has already made his weight felt with a successful first two month personal drive in the area, which have generated strong leads. There is also a strong presence in Brussels with specialist Richard Hancock furthering EU grant applications.

I have never felt able to forecast the short term movement of any share price with much more probability than 'evens'. The best of companies have a disconcerting way of wrong footing their supporters and retracing prematurely whenever leading profit takers lose their nerves and exit.

Long term forecasting is another matter. Provided that one can judge the viability, ranking, and status of a product, and /or quality of management, the share price usually adjusts over 6-12 months to the long term value, and the short term fluctuations appear as 'noise' and become relatively less significant than the fundamentals. Lemminginvestor has found twenty companies to average more than 100% over the last twelve months, but many like EEN, CSR, SEO have exhibited disconcerting trajectories over half that time.

I have already done enough investigation to form the conviction that the 3DM IP is a probable global winner. Another six months should provide enough validation across a number of fronts - i.e. weight replacement of steel,concrete, wood, etc, and at the same time of the profitability of the recycling IP, - to sustain a strong recovery in the SP even if rumours or facts of a placing drive the price down even further.

The shorters are gambling on the market misreading timescales. This is not a widget business but an elephant one, with long periods of gestation before each massive birth. I believe the outcome in automotive and in housing will surprise, and is already very underpriced, though that is no indication that the share price cannot be driven down any further..

What will happen to the share price when/if Ford announce that encapsulation of magnesium is vastly superior to simple plastic coating in abrasion tests as is obvious, and decide to go for several million cross members a year as would be needed for the 150 truck? General Motors threatens to become the greatest insolvency in commercial history and one day needing bale out from the US government. Ford is not far behind. All the main US automotive need short term dramatic innovation to avoid migration of jobs to the Far East. Weight saving is a crucial goal for survival. 3DM is providing the obvious solution.

The fact that well known shorters have been trying to destabilise the relationship by phoning Ford direct to make mischief explains why information on the tests has dried up. It also explains some of the price fall. Recovery from whatever bottom is reached could be very swift as at BioProgress recently. The price falls are an ever increasing opportunity for bottom fishers to find a cheap multi-bagger.

Shorters are at the same time talking down the Silkwood project, also a long term 'elephant' approaching its term of confinement - though its income stream to 3DM increases to $3m/pa this year. Silkwood's partners have amassed land banks in Texas and Mexico - last reported as 2,500 building plots. Sample houses have being built in Michigan and exhibited at trade shows during the Fall in the joint venture with Royal Building Solutions of Woodbridge, Ontario. The latter have been explosion testing composite buildings for the US military and are finding new markets for 3DM's IP in special sectors of Construction.
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