Printing Cash Episode 26: 3D Printing Markets and Offers with Dayton Horvath, AMT – 3DPrint.com

Welcome to Printing Cash Episode 26!  For this episode, Danny is joined by Dayton Horvath, Director of Rising Expertise at AMT (and Printing Cash alum!).

Danny and Dayton had some high quality time to plan this episode, having each simply been at Additive Manufacturing Methods a pair weeks in the past.  And the planning was wanted, as a result of there have been lots of noteworthy offers not simply within the final month, but in addition some in This fall which we hadn’t had time to cowl.

Danny and Dayton begin off by reviewing AMS 2025.  Speeches by Stratasys CEO Yoav Zeif, AM Analysis’s Scott Dunham, and The Barnes World Advisors’ John Barnes are all referenced because the additive manufacturing (AM) “trade” struggles to determine its worth and confronts its standing as a standalone (or not?) know-how.

Subsequent, drawing upon AMT knowledge, Dayton takes us by means of the 2024 12 months that was in 3D printing M&A and funding (Trace… not an incredible 12 months!).   Danny and Dayton additionally spotlight a number of the most notable 2024 offers.

Then Danny and Dayton leap into Printing Cash’s bread and butter, analyzing current offers throughout the 3D printing panorama.  Some themes embrace software program firms shopping for simulation firms, a unbroken deal with AM for army and protection, and AUKUS, extra particularly Australia.

Please get pleasure from Episode 26, and take a look at our prior episodes.

This episode was recorded February 18, 2025.

Timestamps:

00:14 – Welcome Dayton Horvath (AMT) to Episode 26

00:33 – Additive Manufacturing Methods 2025 overview

01:22 – Specialization vs generalization for AM options

02:26 – AM matches within the manufacturing ecosystem, not on an island

02:56 – John Barnes: “Cease calling it ‘postprocessing’ — it’s simply ‘processing’

a04:30 – A seamless deal with protection for AM

05:20 – The deal with protection zoomed in much more the next week at MILAM

06:10 – 2024 3DP/AM investments, by means of the lens of AMT: A giant drop!

08:32 – 2024 3DP/AM M&A, by means of the lens of AMT: A constant variety of offers, however how good had been they?

10:33 – Notable M&A in 2024: ADDMAN and KAM

10:58 – Software program buys simulation, Half 1: Synopsys (SNPS) and Ansys (ANSS)

11:25 – Standing of the Nano Dimension (NNDM) acquisitions of Desktop Metallic (DM) and Markforged (MKFG). Shareholder letter issued in January.

12:06 – Software program buys simulation, Half 2: Siemens (SIEGY) to amass Altair (ALTR)

14:30 – 3D Techniques (DDD) sells Geomagics to Hexagon (HXGBY)

16:40 – Shapeways acquires Thangs

17:32 – BICO (CLLKF) continues to divest, sells Nanoscribe to LAB14 for EUR 26M

20:11 – KTI-G (KTG.ASX) set to amass and rebrand to Metallic Powder Works

25:25 – GoEngineer acquires CAD MicroSolutions

27:18 – American Axel Manufacturing (AXL) buying GKN Metallurgy and GKN Automotive

31:50 – Stratasys (SSYS) to obtain $120M funding from Fortissimo Companions

34:58 – Backflip raises $30M for textual content to 3D print software program

37:12 – Axial3D raises $18M for AI-driven medical 3DP software program

41:00 – Amaero receives $23.5M mortgage from US Import-Export Financial institution, and AUD $22M Non-public Placement

44:22 – AML3D (AL3.ASX) receives AUD $30M financing

45:44 – Firehawk Aerospace raises $60M from Donald Trump, Jr. (kind of…)

49:10 – Side Biosystems raises $115B Collection B for bioprinting

49:56 – Sintavia receives $10M debt financing from Stifel North America and ASTRO America

52:53 – Mighty Buildings seeks an exit

53:24 – Toyota invests $44M in Interstellar

53:35 – AscendArc raises $4M

53:47 – Eric Schmidt invests in Relativity House

54:45 – Thanks once more to Dayton Horvath

55:21 – Disclaimer

Disclaimer:

This content material is for informational functions solely, you shouldn’t construe any such info or different materials as authorized, tax, funding, monetary, or different recommendation. Nothing said on this podcast constitutes a solicitation, advice, endorsement, or provide by the hosts, the organizer or any third-party service supplier to purchase or promote any securities or different monetary devices on this or in another jurisdiction by which such solicitation or provide can be illegal below the securities legal guidelines of such jurisdiction.  The data on this podcast is of a normal nature that doesn’t tackle the circumstances and threat profile of any particular person or entity and shouldn’t represent skilled and/or monetary recommendation. Referenced transactions are sourced from publicly out there info.

Danny Piper is a registered consultant of Finalis Securities LLC, member FINRA/SIPC. This materials has been ready for info and academic functions solely, and it’s not supposed to supply, nor ought to or not it’s relied on for tax, authorized, or funding recommendation. Traders ought to seek the advice of with their very own tax, authorized, and monetary professionals earlier than investing. Actual property investments are usually extremely dangerous. They are often unstable, unpredictable, illiquid, and are topic to ebbs and flows and market shifts. Traders additionally threat the lack of all principal investments.

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