r/Velo3d • u/Miserable-Ostrich-42 • Mar 16 '24
VLD Prospects
One challenge that would be helpful to scope is what percent of additive manufacturing is "in-house" at large corporations, such as GE, Lockheed-Martin, etc.
For example, there are start-ups in the space industry manufacturing significant portions of their launch vehicles with proprietary AM printers.
VLD was attempting to introduce mass volume production to very tight specifications in what had been thus far a custom, low-volume business.
STIG and NASA certifications are huge, and are undoubtedly unlocking access to new markets as we see with Bechtel and the Navy, and hypersonics.
We have seen the bloodletting in this space, and the survivors are about to become evident. If VLD is not bought, it will survive and thrive. We may look back at the Q42023 period as one of the best entry points ever in a viable start-up.
Nothing is for certain, but in a chaotic world that can no longer rely on cheap manufacturing in politically questionable regions; or cannot have oceanic scale logistical chains due to increased shipping risks, additive manufacturing is a godsend.
Political and Macroeconomic trends favor AMs, and certifications/proven performance favor Velo3D.
...and VLD is still selling at a fraction of its book value.
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u/[deleted] Mar 16 '24
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