Printing Money

Arno Held, Managing Partner of AM Ventures, joins Alex and Danny for an episode heavily focused on recent VC deals, from series A to C+ across the globe, including ARRIS Composites, Quantica, Boston Micro Fabrication, and stealth-mode start-up Fluent Metal. IPOs from Farsoon and XJET are discussed; with some commentary on the latest quarterly results from the public markets showing a soft capital equipment market, but a more optimistic outlook for service providers. The trio also comment on the CFO resignation and NYSE non-compliance notice of Markforged (NYSE: MKFG). Time stamps of the episode below! 0.00: Introductions – Arno’s background and AM Ventures 9.40: Farsoon IPO 14.58: XJET IPO 21.05: Arris Composites Series C-1 25.45: Caracol AM Series A 31.43: Quantica Series A 38.25: Zellerfeld 3rd seed round 33.38: Wayland Additive new funding 47.05: Boston Micro Fabrication Series C+ 49.57: Lynxter Series A 51.40: Fluent Metal seed funding 54.00: 3D Systems acquires Wematter 57.40: Public markets Q1 results, including departure of Markforged CFO Mark Schwartz

Special guest Troy Jensen, Senior Research Analyst with Lake Street Capital Markets, joins Alex and Danny for a closer look at some of the biggest publicly listed 3d printing companies. In this episode Alex, Danny, and Troy discuss the hostile takeover attempt of Stratasys by Nano Dimension, 3D Systems’ performance and valuation, Desktop Metal versus Markforged, Velo3D’s point of difference. They then take a look at the services companies such as Protolabs, Xometry, and Fathom. A recent VC financing for Makerverse is also covered, as well as notable acquisitions by Stratasys and Nexa3D. With the recent release of numerous additive manufacturing market reports, Alex, Danny and Troy reflect on this fresh dataset as it relates to investor appetite within the 3D printing industry. This content is for informational purposes only, you should not construe any such information or other material as legal, tax, investment, financial, or other advice. Nothing stated on this podcast constitutes a solicitation, recommendation, endorsement, or offer by the hosts, the organizer or any third-party service provider to buy or sell any securities or other financial instruments in this or in any other jurisdiction in which such solicitation or offer would be unlawful under the securities laws of such jurisdiction.  The information on this podcast is of a general nature that does not address the circumstances and risk profile of any individual or entity and should not constitute professional and/or financial advice. 

So many 3D printing companies rely on venture capital (VC) to fund development and growth plans, so the recent collapse of Silicon Valley Bank was a huge shock to the additive manufacturing industry. In this episode of “Printing Money,” we discuss how the news relates to some recent significant VC announcements: Fabric8Labs raising its Series B, plus another application-centric company Sakuu announcing the potential for a SPAC, Zeda Inc.’s series B, Freeform coming out of stealth, and Hexagon’s investment in Divergent Technologies. Disclaimer on No Investment Advice: The Content is for informational purposes only, you should not construe any such information or other material as legal, tax, investment, financial, or other advice. Nothing stated on this podcast constitutes a solicitation, recommendation, endorsement, or offer by the hosts, the organizer or any third-party service provider to buy or sell any securities or other financial instruments in this or in any other jurisdiction in which such solicitation or offer would be unlawful under the securities laws of such jurisdiction.  The information on this podcast is of a general nature that does not address the circumstances and risk profile of any individual or entity and should not constitute professional and/or financial advice. 

As the additive manufacturing industry continues to rapidly grow and evolve, so too does the financing that enables the technology innovation. ‘Printing Money’ takes a deeper look at the transactions behind some of the most innovative 3D printing businesses. Episode 1 sees us unpack the current state of the 3D printing public markets and M&A activity, covering Nano Dimension’s (Nasdaq: NNDM) offer to acquire Stratasys (Nasdaq: SSYS), Sigma Additive, SLM Solutions/Nikon acquisition closing; and two recent private equity deals: SyBridge Technologies and ADDMAN Engineering. Disclaimer on No Investment Advice: The Content is for informational purposes only, you should not construe any such information or other material as legal, tax, investment, financial, or other advice. Nothing stated on this podcast constitutes a solicitation, recommendation, endorsement, or offer by the hosts, the organizer or any third-party service provider to buy or sell any securities or other financial instruments in this or in any other jurisdiction in which such solicitation or offer would be unlawful under the securities laws of such jurisdiction.  The information on this podcast is of a general nature that does not address the circumstances and risk profile of any individual or entity and should not constitute professional and/or financial advice.