NAMI
Jinxin Technology Holding Company American Depositary Shares
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Solid breakdown of the $DDD thesis. Your analysis of the ALGN catch-up purchases and the UTHR printed lung milestones hits the nail on the head. The defense angle via the NAMI JV and Lockheed partnership is definitely a sleeper catalyst that most of the market is overlooking. Great to see such a detailed look at the numbers!
Imo 3D Systems (DDD) will likely beat strongly q4 25 earnings expectations My earnings expectations for DDD's q4 25 are as follows: Sales 100,32 Gross profit margin 34% Adj Ebidtda -4 -4% Operating cash flow around 5m Free cash flow break even 146m shares eps -0,061 I analyzed thoroughly results of DDD strategic customers Align Technology ALGN und United Therapeutics UTHR. I estimate USD 1m of milestone payment and revenue from United Therapeutics's advanced printed lung project and USD 6m additional cash inflow through catched up materials purchases by Align Technology. And, current news on the Iranian war suggest that DDD's joint venture NAMI with Dussur (i. e., strategic industrial investment firm owned by Saudi Arabian Public Investment Fund, Saudi Aramco, and SABIC), and Saudi Electric Company in Saudi Arabia might profit from strong demand for defense parts from Saudi Arabia and its allies and NAMI's partner Lockheed Martin LMT. So, I am strongly invested in DDD.
Just saw a picture of the live action one piece cast and thats not my NAMI, she dont got the heavies 😠
I bet if the NIMH & the NAMI were to study this & other subreddits they would find a cure for TDS.