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https://twitter.com/surprised_trade/status/1247831613494435840
XAR's partners Stratasys hold 45% stake in XAR 3d printing side of business with option to take a further $33m worth..looks like they will
https://twitter.com/surprised_trade/status/1247828039213465600
https://seekingalpha.com/article/4336271-stratasys-3d-printers-set-to-soar-after-virus
XAR's partner Stratasys now holds 45 per cent of Xaar’s 3D business after paying $10m to increase its stake, and with an option to buy the remainder for $33m = $43m minimum just for 3d aspects, does not include the reainder of print, inkjet business etc .....looks like valuation at current level , £20m mcap is even further adrift than it's potential upside ...no wonder it was trading at 48p just a week before the general market crash ...
Break the big 3 zero today ?
Someone just bought 50k shares at full price
Theres only one decent size to buy at 29p for 50k shares I expect this to be gone shortly
Re Schroders they are typically an investment vehicle for clients, Stratasys already have a large stake in XAR 3d and are seeking to invest more, and in the 3d world statasys are a huge player :-)
L2 looks great think we will jump over 30p, 9,905 buy went at full price
Schroders play here ?, we know they are increasing their holding, are they lining up or expecting a buyout ?
Nice rise today....but still way below real valuation here...the recent global sellout was not pass on us here but with no real reason either than overall poor sentiment.....expecting a major correction here IMHO.
Did you pay 27.7p? Just showed up.
Company has 24 million cash and current mcap is 19 million, with sales revenues near 50 million pounds current price is dirt cheap so iv add 17k it's not showing
OK thanks, let's see if they increase any more.
Hi chas, I dont know to be honest, but they can see the huge value here, I refer to earlier posts regarding cash, income mcap etc that clearly detail value multiple of todays level.Schroders clearly also see that value from here as we do and with the sp at 48p only a few weeks ago and Schrodrs were loading in the 29p -35p range from memory just before that I share their entusiasm. With Stratasys also taking ever increasing stakes in XAR and they are one of the largest out there XAR is clearly gaining everyone's attention, importantly they are all investing in it's tech and potential....20% is a large stake however 25% offers them an even better return and that's what they're seeking and as stated previousy a net net stock is a rare find and not to be underestimated...let axa and schrodrs exchange a few shares, take a position and when axa's selling is done we can see the 3d side is in demand true value will return and 35p 40p is just the first target for those who can see what's palying out in an undervalued share.
You did suggest last week that Schroders might increase their holdings. Do you think that 20% might be the limit for them?
https://twitter.com/surprised_trade/status/1247180313375244288
Shcroders go to 20%
Face Shield Frame -We are sharing our design files and invite and encourage those in the 3D printing community to join us as we work to keep our medical community safe. Stratasys joint partners of XAR
Looks like Schroders have increased their holdings again.
https://www.stratasys.com/
https://www.businesswire.com/news/home/20190912005366/en/Stratasys-Plans-Additional-Strategic-Investment-Xaar-3D
Xaar PLC (LON:XAR), a UK headquartered supplier of inkjet printheads, has announced that it is forming a 3D printing company with industry giant Stratasys. Xaar 3D Limited, will hold all of Xaar’s High Speed Sintering (HSS) assets – a technology invented and pioneered by Neil Hopkinson, Xaar’s Director of 3D Printing since 2016.
https://3dprintingindustry.com/news/xaar-and-stratasys-go-into-business-with-new-hss-3d-printing-company-136088/
-Stratasys Ltd. (NASDAQ: SSYS), a global provider of 3D printing technology and services, announced it has entered into an agreement with Xaar plc (LON: XAR) to purchase shares of Xaar 3D Ltd. that will increase Stratasys’s stake in Xaar 3D from 15 to 45 percent, with Xaar plc, through its fully owned subsidiary, Xaar 3D Holdings, having the remaining 55 percent. In addition, the agreement includes an option for Stratasys to acquire the remaining shares of Xaar 3D
https://twitter.com/surprised_trade/status/1247174481363296256
Face Shield Frame -We are sharing our design files and invite and encourage those in the 3D printing community to join us as we work to keep our medical community safe. Stratasys joint partners of XAR
https://twitter.com/surprised_trade/status/1247143296419405826
3d printers, print heads etc. in the battle to produce visors for NHS
can't make them quick enough every printer joining in..
https://twitter.com/surprised_trade/status/1247092240733913088
https://twitter.com/surprised_trade/status/1246456198137819138
3d priniting continues to prove it's worth in the fight against the virus
https://twitter.com/surprised_trade/status/1245602806813188103
bid ..creeping up again .current 25.2p it's being well controlled as it gradually climbs ;-)
If work starts to dry up and it will, the company has the option to furlong as many staff as it needs to, this will reserve cash till a later date when (hopefully) the world start turning again.gla
The Group's trading performance in 2020 to date has been in line with expectations. No orders have been cancelled
continuing operations of £49.4 million for the year ended 31 December 2019
cash balances (including cash held for investment in Xaar 3D) were £25.3 million at 31 December 2019. +on going income ..
new investment prtnr, importanty valuation is less than the value of its current assets less all liabilities at £47m no earnings priced in, what is described as a net-net stock