Recently you posted what sounded like an 'Obituary" on Sygnis and Zortrax. Well, Sygnis shares have soared 300 percent since that article. Will Zortrax follow suit? Let's wait and see.
Certainly, not giving sales info especially when you have a partner like AM- COE handling marketing of the Ceramic range, Activ Cera, is a grievous fault and Zortrax needs to sack the whole communications Team. But, there could be manipulative top- down management here.
All said and done, there are a lot of zombies walking around, at least in in Polish AM :)
We need to separate two things — operational activity and a company's stock market performance. Sygnis operationally — well… in press releases they write about working on a large scale drone factory and carrying out several dozen R&D projects, yet their financial report shows they have 15 employees. What translates to pure BS. If someone buys their shares despite that, it’s hard to call them a rational investor.
As for Zortrax — out of sentiment, I wish them all the best, but pity the sadness…
At the other end of the spectrum is the American 3D Systems, which has an embarrassingly low market valuation, yet in reality — despite its many problems — is not doing nearly as badly as its stock price would suggest.
Recently you posted what sounded like an 'Obituary" on Sygnis and Zortrax. Well, Sygnis shares have soared 300 percent since that article. Will Zortrax follow suit? Let's wait and see.
Certainly, not giving sales info especially when you have a partner like AM- COE handling marketing of the Ceramic range, Activ Cera, is a grievous fault and Zortrax needs to sack the whole communications Team. But, there could be manipulative top- down management here.
All said and done, there are a lot of zombies walking around, at least in in Polish AM :)
We need to separate two things — operational activity and a company's stock market performance. Sygnis operationally — well… in press releases they write about working on a large scale drone factory and carrying out several dozen R&D projects, yet their financial report shows they have 15 employees. What translates to pure BS. If someone buys their shares despite that, it’s hard to call them a rational investor.
As for Zortrax — out of sentiment, I wish them all the best, but pity the sadness…
At the other end of the spectrum is the American 3D Systems, which has an embarrassingly low market valuation, yet in reality — despite its many problems — is not doing nearly as badly as its stock price would suggest.
"One of the most visible symptoms of poor product-market fit is the shift in narrative from technology to strategy."
Wow, great observation.
I would add that they should be talking about a customer problem they're trying to solve to begin with instead of any technology!