A summer season decelerate in financings implies that Troy, Danny, and Alex get to spend extra time on acquisitions and the general public markets this episode. Two acquisitions are up for dialogue: SLM Options buy of Adira Addcreative, and that of Xerox’s Elem Additive by ADDiTEC. Subsequent, the general public markets have simply accomplished Q2 reporting, so Troy Jensen, Senior Analysis Analyst from Lake Avenue Capital offers his market roundup. Collectively, Troy, Danny, and Alex proceed the dialogue on the Stratasys-3D Methods-Desktop Metallic-Nano Dimension merger fest, and likewise contemplate the positions of Markforged and Velo3D. Then the trio focus on the 3D printing service bureaus, each publicly listed and likewise private, and the way non-public fairness is shifting within the 3D printing business.

0.48: Summer season slowdown in financings

1.42: SLM Options acquires Adira Addcreative

6.25: ADDiTEC acquires Elem Additive

11.05: OEM public corporations common commentary

12.27: Velo3D Q2 outcomes and $70 million convertible providing

13.28: Markforged Q2 outcomes, rumors of recent machine and share value motion

16.10: Nano Dimension, Markforged, Velo3D outcomes and merger dialogue

20.22: Desktop Metallic has a wholesome Q2

21.08: 3D Methods faces difficult circumstances in dental and industrial 

22.13: Stratasys Q2 and negotiation techniques with 3D Methods

27.40: Consolidation within the business and want for scale

29.23: Service bureau public corporations common commentary: Fathom, Protolabs, Xometry, Shapeways

33.41: Market dynamics for 3d printing service bureaus, each private and non-private

41.07: Knowledge disclaimer

This content material is for informational functions solely, you shouldn’t construe any such info or different materials as authorized, tax, funding, monetary, or different recommendation. Nothing acknowledged on this podcast constitutes a solicitation, suggestion, endorsement, or supply by the hosts, the organizer or any third-party service supplier to purchase or promote any securities or different monetary devices on this or in every other jurisdiction by which such solicitation or supply can be illegal underneath the securities legal guidelines of such jurisdiction.  The knowledge on this podcast is of a common nature that doesn’t handle the circumstances and danger profile of any particular person or entity and mustn’t represent skilled and/or monetary recommendation. 

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