작년부터 3d 프린터에 대해 기사로 접하고 관심이 있었지만, 산업적으로 의미있는 변화가 생 길 것으로 생각한 적이 없었다. 그저 재미로만 기사들을 보고 있었는데, 미국에 상장된 Stratasys와 3D systems의 주가가 작년에 3-4배 정도 상승을 했다. 그저 거품이라고 치부할 수도 있지만, 대중적인 인지도가 높아지고 있고, 다양한 분야에서 응용할 수 있는 방법들이 지수함수로 증가하고 있다. 올해 초 오바마 대통령이 연두교서에서 3D 프린터가 새로운 산업혁명의 시작을 가져올 것이라는 식의 바람을 잡으면서 다시 관심을 받기 시작했고, Exone이라는 기업이 새로 상장되었다.
산업자체의 매출에 비해 시가총액이 지나치게 크지만, 아직 소비자들을 대상으로 한 시장이 열리지 않았기 때문에 저가 3d 프린터의 잠재력에 대해서는 아무도 정확하게 판단할 수 없다. 만약 집집마다 한 대씩 있을 것으로 보이는 일반 프린터처럼 대중화된다면 그것이 10년이 걸리든 20년이 걸리든 기대감을 당겨서 돈을 벌수 있는 방법을 사람들은 만들어 낼 것이다.
아직은 3d 프린터가 싸더라도 100만원에서 400만원대가 주종을 이루고, 출력물의 품질은 매우 조악하다. 출력과정에 대한 노하우, 출력후의 후공정, 후처리에 대한 노하우가 없다면 아무짝에도 쓸모없는 수준의 플라스틱 쪼가리에 불과한 것을 얻을 수 있다. 최근에 기사화된 3D 프린터로 출력한 권총도 8백만원짜리 프린터를 사용한 것으로 알려졌다. 아직은 싼 게 비지떡이다.
스트라타시스는 아직 대중용 프린터에 관심만 보일 뿐, 이렇다할 성과는 없다. 반면 3D 시스템은 대중용 프린터 Cube를 Staples라는 사무용품 체인점에 100만원 대에 출시했다. 가장 대중적인 것으로 보이는 Replicator 2를 제작한 Makerbot은 아직 상장되어 있지 않다.
현실적으로 3D 프린터에 투자할 수 있는 방법은 미국에 상장된 3D 프린터 업체와 관련 소프트웨어 업체에 투자하는 것이다. 당장은 스트라타시스가 관망하고 있지만, 싼 가격에 적당한 품질의 제품을 대량 공급할 수 있는 능력을 갖추었다는 점에서는 3D 시스템과 크게 다르지 않다.
어제 3D 시스템즈가 2.5억$의 증자를 하겠다고 발표를 하면서 몇시간 거래정지가 되었다. 한국과 제도가 달라서 이해하는데 어려움이 있었고, 아직도 확실하지 않지만 인수합병을 위한 자금을 마련하기 위해 유상증자를 하겠다는 것이고, 주주대상, 3자배정이 아니라, 공모를 하되, 일부는 신규로 발행하고, 일부는 기존의 발행해두었던 여러 종류의 주식을 팔아서 증자를 하겠다는 것이라고 하는데 한국과는 좀 다르다. 9일 종가 기준이라고...
- underwritten public offering
- along with mixed shelf
자금의 용처로 인수합병이 거론되는데 대상으로 언급되는 기업의 특이한 점은 금속합금으로 3D 프린팅을 하는 기술을 보유했다. 산업의 초기이고, 관련된 기업들에 대한 인수합병이 끊임없이 지속될 것으로 보여서 실제 장기 투자를 위해서는 미국시장의 자본조달방법에 대한 조사가 더 필요할 것으로 보인다.
한국에도 3D 프린터를 제작하고 판매하고 출력물을 만들고 공유하는 커뮤니티가 작지만 존재한다.
NP-mendel은 오픈 소스 reprap기반으로 만들어진 것이고 100만원.
윌리봇. 오픈소스로 공개. 100만원
에디슨은 셀트리온 출신의 사장이 오픈소스로 공개된 makerbot의 초기모델을 복사해서 만든 것이고 150만원.
오픈소스를 바탕으로 하거나 독자개발한 자작품들도 여러가지가 존재한다.
아직은 초기시장인데도, 며칠전 makerbot이 한국에 진출했다는 뉴스가 있었다.
여러가지 이유로 미국 시장보다는 제품의 가격, 소모품(특히 출력용 abs수지)이 비싸다고 한다.
카피제품도 많이 팔리지 않았을텐데 이렇게 빠르게 진출하는 것은 나름의 이유가 있을 것이다. 뭘까?
국내 제작이든 수입품이든 당장은 도무지 어디에 쓸지 알기 어려운 플라스틱 사출기에 불과한 상태이지만, 만약 가격과 품질이 적당한 범위내로 들어오면 국내 시장이 외국보다 빠르게 활성화되는 것을 기대할 수도 있을 것이다.
아직 초기 단계라 거의 모든 것이 불확실하지만, 미국도 한국도 이 시장을 만들겠다는 사람들이 존재한다. 10년 후에 살아남을 기업을 안다면 그것이 수조짜리 기업이든, 아니면 한국의 가내수공업자이든 아직은 늦지 않았을 것이다.
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http://www.3dsystems.com/press-releases/3d-systems-prices-underwritten-public-offering-common-stock?utm_source=feedburner&utm_medium=feed&utm_campaign=Feed%3A+3dSystemsRssNewsFeed+%283D+Systems+RSS+News+Feed%29
3D Systems Prices Underwritten Public Offering of Common Stock
Release Date:
Thursday, May 9, 2013 - 20:45
ROCK HILL, South Carolina, May 9, 2013 – 3D Systems (NYSE:DDD) announced today the pricing of an underwritten public offering of 7,500,000 shares of its common stock at a price of $40.00 per share. Of these shares, 6,184,349 shares are being sold by the company and 1,315,651 shares are being sold by certain selling stockholders, including certain officers and directors and their affiliates. The company and those selling stockholders have also granted the underwriters a 30-day option to acquire an additional 1,125,000 shares, on a pro rata basis, to cover over-allotments in connection with the offering. After deducting the underwriting discount and estimated offering expenses payable by the company, the company expects to receive net proceeds of approximately $237 million, assuming no exercise of the over-allotment option. The company will not receive any proceeds from the sale of shares by the selling stockholders. The offering is expected to close on May 15, 2013, subject to satisfaction of customary closing conditions.
Needham & Company, LLC is acting as the sole bookrunning manager of the offering. Canaccord Genuity Inc. and Piper Jaffray & Co. are acting as co-lead managers.
3D Systems intends to use the net proceeds from the offering to finance future acquisitions of other entities or their assets and for working capital and general corporate purposes. The shares described above were offered by 3D Systems pursuant to an effective registration statement previously filed with the Securities and Exchange Commission.
This press release shall not constitute an offer to sell or the solicitation of an offer to buy any of the securities described herein, nor shall there be any sale of these securities in any state or jurisdiction in which such offer, solicitation or sale would be unlawful prior to registration or qualification under the securities laws of any such state or jurisdiction. Copies of the prospectus supplement and accompanying base prospectus relating to this offering may be obtained from Needham & Company, LLC, 445 Park Avenue, New York, NY 10022, (800) 903-3268 or by emailing prospectus@needham.com.
Forward-Looking Statements
Certain statements made in this release that are not statements of historical or current facts are forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. Forward-looking statements may involve known and unknown risks, uncertainties and other factors that may cause the actual results, performance or achievements of the Company to be materially different from historical results or from any future results or projections expressed or implied by such forward-looking statements. In addition to statements that explicitly describe such risks and uncertainties, readers are urged to consider statements in the conditional or future tenses or that include terms such as “believes,” “belief,” “expects,” “estimates,” “intends,” “anticipates” or “plans” to be uncertain and forward-looking. Forward-looking statements may include comments as to the company’s beliefs and expectations as to future events and trends affecting its business and are necessarily subject to uncertainties, many of which are outside the control of the company. The factors described under the headings “Forward-Looking Statements,” “Cautionary Statements and Risk Factors,” and “Risk Factors” in the company’s periodic filings with the Securities and Exchange Commission, as well as other factors, could cause actual results to differ materially from those reflected or predicted in forward-looking statements.
About 3D Systems
3D Systems is a leading global provider of 3D content-to-print solutions including 3D printers, print materials and on-demand custom parts services for professionals and consumers alike. The company also provides CAD modeling, reverse engineering and inspection software tools and consumer 3D printers, apps and services. Its expertly integrated solutions replace and complement traditional methods and reduce the time and cost of designing and manufacturing new products. 3D Systems products and services are used to rapidly design, communicate, prototype or produce real functional parts, empowering customers to create and make with confidence.
Needham & Company, LLC is acting as the sole bookrunning manager of the offering. Canaccord Genuity Inc. and Piper Jaffray & Co. are acting as co-lead managers.
3D Systems intends to use the net proceeds from the offering to finance future acquisitions of other entities or their assets and for working capital and general corporate purposes. The shares described above were offered by 3D Systems pursuant to an effective registration statement previously filed with the Securities and Exchange Commission.
This press release shall not constitute an offer to sell or the solicitation of an offer to buy any of the securities described herein, nor shall there be any sale of these securities in any state or jurisdiction in which such offer, solicitation or sale would be unlawful prior to registration or qualification under the securities laws of any such state or jurisdiction. Copies of the prospectus supplement and accompanying base prospectus relating to this offering may be obtained from Needham & Company, LLC, 445 Park Avenue, New York, NY 10022, (800) 903-3268 or by emailing prospectus@needham.com.
Forward-Looking Statements
Certain statements made in this release that are not statements of historical or current facts are forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. Forward-looking statements may involve known and unknown risks, uncertainties and other factors that may cause the actual results, performance or achievements of the Company to be materially different from historical results or from any future results or projections expressed or implied by such forward-looking statements. In addition to statements that explicitly describe such risks and uncertainties, readers are urged to consider statements in the conditional or future tenses or that include terms such as “believes,” “belief,” “expects,” “estimates,” “intends,” “anticipates” or “plans” to be uncertain and forward-looking. Forward-looking statements may include comments as to the company’s beliefs and expectations as to future events and trends affecting its business and are necessarily subject to uncertainties, many of which are outside the control of the company. The factors described under the headings “Forward-Looking Statements,” “Cautionary Statements and Risk Factors,” and “Risk Factors” in the company’s periodic filings with the Securities and Exchange Commission, as well as other factors, could cause actual results to differ materially from those reflected or predicted in forward-looking statements.
About 3D Systems
3D Systems is a leading global provider of 3D content-to-print solutions including 3D printers, print materials and on-demand custom parts services for professionals and consumers alike. The company also provides CAD modeling, reverse engineering and inspection software tools and consumer 3D printers, apps and services. Its expertly integrated solutions replace and complement traditional methods and reduce the time and cost of designing and manufacturing new products. 3D Systems products and services are used to rapidly design, communicate, prototype or produce real functional parts, empowering customers to create and make with confidence.
arcam?
makerbot?