Nano Dimension Stock $NNDM: It's no bargain

Nano Dimension stock has been getting a lot of attention from investors because the market cap is far less than the cash on their books. We’ve been watching $NNDM stock since they first had their IPO back in 2016 and were touting the benefits of #3DPrinting #electronics. After raising $1.5 billion through issuing a massive amount of shares – a dilution of over 5,900% - Nano Dimension is now acquiring revenue growth. Nano Dimension might be surviving for a very long time now that they have over $1 billion in cash to fund the company going forward. In the meantime, they can continue to enjoy “the ARK effect” which sees their shares soar every time ARK’s funds grow. Even if ARK has hands of steel, why is this $2.5 billion company with minuscule revenues up +520% over the past year compared to a Nasdaq return of +42%? Is the promise of 3D printing electronics really that great? Today’s investor seems more likely to choose science by press release as opposed to focusing on what matters – like revenue growth. We’re avoiding NNDM stock because there are just too many red flags and we don’t think throwing cash at a business that’s been flailing is a good idea. We’re avoiding this stock going forward, though we will take another look if revenues start taking off.

RESEARCH PIECES USED IN THIS VIDEO:
1. A Gloomy Forecast for Nano Dimension Stock
2. Why is Nano Dimension Stock Falling?
3. 3D Printing Solutions for Micro Manufacturing Components

CHAPTERS:
00:00 Intro
01:33 The market cap vs. cash thesis
02:44 The background of Nano Dimension
03:59 Nano Dimension's revenues
05:19 Nano Dimension’s acquisitions
09:33 Nano Dimension's cash war chest
10:13 Why invest in NNDM stock?
12:17 NNDM shareholder dilution
13:10 NNDM shares plummet since IPO
13:38 NNDM share price valuation
14:29 We're not short NNDM stock
15:03 Conclusion

ABOUT US:
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DISCLAIMER: Our content is intended to be used and must be used for informational purposes only. It is very important to do your own analysis before making any investment based on your own personal circumstances. You should take independent financial advice from a professional in connection with, along with independently researching and verifying, any information contained within our YouTube videos or on our website, whether for the purpose of making an investment or otherwise.

[Floppyrom]

This pretty much confirms my view of this company. Can you guys please look into Indie Semiconductor? Nobody talks about them and I think they are a hidden gem. Cheers.

[dadinggo]

Damn you guys are the definition of due diligence.

[Roanovadinskovicov]

Thank you for this great analysis. Before this video I already had some doubts about management but this video made me realise it's even worse than I thought. I think I'm going to sell for a 30% loss but with a valuable lesson richer. I might move some money to Desktop metal.

[jimenezmf]

New to the channel, great video! Thoughts on AVPT, the company is unpopular and they been operating for 20 years innovating their cloud and saas solutions. They are a huge provider for Microsoft, Google and Salesforce.

[maltlickytexas]

Nanalyze: What are your thoughts on news reports in December 2021 that the NNDM CEO bought $500, 000 worth of NNDM shares on the open market?

[ryananderson]

Very interesting comment about ARK. Doesn't sound surprising lol

[rajcherian]

this at this time any logical person can come to this conclusion. if this was told 6 months ago it would be prediction. this is now whats going on. stocks don't go down for no reason.

[daniuskac]

Joe, great video! I Wow! 😳🤦‍♀ own several thousand shares of this stock already when it was at an higher pricing. Kind of stuck to it my weird pick now! My goal was to reach 10k shares, but I might use the money to go after better opportunities like AI, CPNG or ABCL.

[ericreyes]

Why wasnt GIS included for acquisitions?

[glitchlife]

I am surprised that you have not done Palantir yet.

[harald_schubert]

Great video thank you for your input.
May I ask you what your point of view is regarding palantir in its current state?

[scaryboowho]

The only problem I have with your argument is the stock price in general. The market is down, which doesn’t mean there’s no value here. I’m sure if we weren’t in a free fall market atm this stock would be trading closer to cash on hand, but be bleeding out until the tech is realize

[daniuskac]

Joe, recently ARK was selling a lot of shares of NNDM. I don't know why, but I presume that might need the money to invest in other high conviction stocks.

[raphipollack]

Does the ARKK team not understand these points?

[Wspaboy]

slick analysis, needed some confirmation but I pardon on this one haha

[jamiedavis]

They have not made revenues in recent times on the printer due to not selling it throughout the pandemic

[i-caliberz]

They won’t have a high burn rate. They have more than enough man power to expand.

[cloutcasino]

Cathie Wood said in an interview last summer why she liked NNDM, it was recommended to her by Goldman Sachs. "She loves anything Goldman Sachs does." She blithered on and on about how their speeding up single product mother board manufacturing.

So a jewish banking company recommended an Israeli company that has a dubious background with a lot of debt through stock sales to fellow tribe members.

They also seem to hint at investors about printable cybernetics if you watch their Youtube videos from last summer. Sounds like a big scam at this point to wash prior investor losses with new suckers.

Fake it until they make it! Until you still don't make it. Kind of thing.

[peterszabo]

So this mean than NNDM Should have been 25 dollar Value. Yes this is the number what i had listen to somebody else too. This will goes bavk to 99 dollar but when this is the question i bought for 10, and 15. and 7 and i am thinking to buy now also. Chathie belive in then i also. If the inflation is transatory then NNDM goes back.