Nano Dimension Stock Analysis (NNDM) - ARK Invest's Favorite Penny Stock

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Today we take a look at Nano Dimension (NNDM) and do an analysis of the stock. This is one of ARK Invest's Favorite Penny Stocks, Enjoy!

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Company Overview:
Nano Dimension Ltd is an Israel-based additive electronics provider active in the technology sector. With its 3D printing technology for printed electronics, the Company targets the growing demand for electronic devices that require sophisticated features and rely on encapsulated sensors, antennas and printed circuit boards (PCBs). The Company's PCB Jet printer system is an inkjet deposition tool for printing multi-layer circuit boards at home or office. It uses hardware, software, print-head management and nano-chemistry for Research and Development (R&D), prototyping and custom manufacturing projects. The Company targets a range of industry sectors, such as consumer electronics, medical devices and defense, aerospace, automotive, Internet of Things (IoT) and telecom.
Nano Dimension also has great financial metrics that are setting them up for success in the future. Recently they have been doing Stock offering to raise capital. They have nearly $150 million cash currently and no debt according to their most recent Investor Presentation. There have been rumors of Nano Dimension acquiring a company in order to expand their revenue and break into other areas of 3D Printing.
Ark Invest is also heavily invested in NNDM with a sizable position of just over 3.2 million shares worth $22 million.
Industry Overview:
3D printed electronics is a fairly new and exciting field. This technology for electronic 3D printing is needed as electronic components become more and more intricate there is a greater need for 3D printer that print electronics. 3D printers can print more intricate designs much more precise than what can be done now. This technology will end up playing a huge role in the design and manufacturing of computer components in the future. The 3D printing of electronics enables the fabrication of multilayer PCB prototyping without the costs and delays otherwise needed.
Competitive Landscape:
1. Optomec is a developer of printing technology designed for 3D printed electronics and metals. The company's technology encompasses printers, software, materials and applications expertise that span the entire product life cycle, enabling customers to easily design, build and maintain critical products and parts.
2. Zortrax is a Polish manufacturer of 3D printers and filaments for SMB market and rapid prototyping for industries, including robotics and automation, architecture, industrial design, engineering, aviation, industrial automation. Zortrax is slowly developing technology for 3D printing of Electronics.
3. Neotech is another leader in the development of 3D printing electronics technology. Neotech AMT GmbH is one of the leading companies developing systems for 3D Printed Electronics (3D PE). The company began developing this novel technology in 2006 and installed the world’s first 5 axis 3D PE system in 2010.

Value Drivers:
1. First to Market: Nano Dimension is the current leader in the market for 3D printed electronics and continues to grow. Nano Dimension has the advantage over its competitors of being the first firm to this market. NNDM has already sold approximately 60 systems worldwide in several different fields including research, aerospace, defense, medical, and automotive/industrial. Some of their current customers include 3 multi-billion-dollar defense manufacturers in the US, 2 European defense companies and multiple secret services, 1 multi-billion-dollar US based technology conglomerate, and multiple leading research institutions around the world.
2. 3D Printed Electronics Market Expansion: The current market for 3D printed electronics is valued at $176 million in 2018. This value is expected to rise to $592 million in 2021 and continue its growth upwards reaching a total market value of $2.4 billion in 2025. NNDM is already one of the leaders in this market and will continue to grow with the market as the demand to create more intricate electronics is needed.
3. Supply Chain Integration: There has been a massive impact on the supply chain of many different industries including electronics because of COVID-19. Many technology companies are reliant on China when trying to create a prototype electronic component. With an inhouse system like the DragonFly, these companies are able to cut costs by integrating their prototype process. The technology itself will help increase design possibilities in electronic components. An inhouse system will also accelerate customers' time to market as well as improve their efficiency and cut costs.

Risk Factors:
Nano Dimensions current patent applications falling through.
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Новости 3D Печати
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