Vandaag energieconversie te koop gezet. Klein grut met wel een geschat prijsje van 1,5 mld. Kan vermoed ik wel boekwaardeverlies opleveren gezien eerdere waarde E 3.mld. Ik weet niet hoeveel ze inmiddels hebben afgeboekt daarop.
Zag iets over een mijn onbekend onderdeel dat ze denk beter maar niet kunnen verkopen.
Summary
For a few years, the management team at General Electric has been hard at work to capitalize on the trend of Additive Manufacturing.
Strong growth in the space, combined with the company's exposure to some of the best areas for it, is promising.
In years to come, investors stand to benefit from robust revenue expansion, particularly in its Healthcare and Aviation businesses.
Though there exist pitfalls of large conglomerate-like structures, there are several advantages to them as well.
One such advantage that I have come to realize over time is that there are business segments and sub-segments that, while relatively small compared to the larger enterprise, are often undiscovered. This is a pity because in cases like General Electric (GE), the future of the business can be materially affected, for the better, by the performance of just one or two small enterprises within the firm that offer investors with significant upside potential.
A perfect example of this, a few years from now and looking back to today, is the firm’s GE Additive, a piece of the company that touches at the heart of operations while giving shareholders a path to long-term growth.
GE Additive
In its simplest explanation, General Electric’s Additive business can be summarized with the following phrase: 3D printing. Of course, the actual operations that comprise Additive are larger and more varied than that and General Electric will tell you as much. In its latest 10-K, management stresses that Additive, “provides a wide variety of products and services including additive machines from Concept Laser and Arcam EBM, additive materials (including metal powders from AP&C), and additive engineering services through our consultancy brand AddWorksTM.”.
According to the business, Additive Manufacturing uses data-derived computer-model design (aka CAD) software or a 3D object that’s run through scanners to allow a specialty manufacturing device to “deposit” material in often complex patterns to create specialized goods for consumers.
Generally speaking, the material in question consists of thermoplastics, metals (the most popular material right now), ceramics, and even biochemicals (like silicon, calcium phosphate, and zinc). Bio-inks from stem cells are also candidates for use so that organs and other organic structures can be constructed". bron Seeking Alpha.
Toch het blijft afwachten. Overhaast bijvoorbeeld Hughes Baker verkopen off shore e.d. lijkt mij nu niet goed, omdat die markt wat lijkt aan te trekken.
Kortom Maupi "geduld is een schone zaak" Althans daar zet ik op in en ik denk dan ook aan een termijn van zeg 2 jaar met dit aandeel.
Groet, Jonas