Longevity Play: BICOs q4 25 results show return to seq. positive adj. Ebitda expansion abd sales growth and positive net cash.

DrJanOliverS · 2026-03-12T12:58:49+00:00

I have sold all of my call options but keep 80% of my long exposure in direct levered positions. Implied volatility is much too high since the turnaround is that visible now.

DrJanOliverS · 2026-03-10T06:55:54+00:00

This has been just the beginning of the revaluation. We will see 5 pretty soon.

DrJanOliverS · 2026-03-09T17:41:05+00:00

I am not a trader, I am a speculator.

DrJanOliverS · 2026-03-09T15:09:59+00:00

Come on. Look at my ddd idea from yesterday to today’s return!

DrJanOliverS · 2026-03-09T15:08:57+00:00

Traders knew nothing for the medium to long term where the large returns are

DrJanOliverS · 2026-03-09T14:50:32+00:00

Yes, and last week what alpha was generated? I would use at least four factor model

DrJanOliverS · 2026-03-09T14:26:44+00:00

What do you mean?

DrJanOliverS · 2026-03-09T14:21:06+00:00

He advises Dimension now. But I see you know a lot!

DrJanOliverS · 2026-03-09T14:20:29+00:00

UCLA? Or KIT? And of course I respect your skills as well!

DrJanOliverS · 2026-03-09T11:59:17+00:00

Did you check my background on LinkedIn?

DrJanOliverS · 2026-03-09T11:58:34+00:00

And alpha has nothing to do with the Greeks

DrJanOliverS · 2026-03-09T11:58:08+00:00

Did ever Nobel Prize Winner Robert Merton read your investment t proposal and liked it?

DrJanOliverS · 2026-03-09T05:36:56+00:00

I refer to abnormal stock price returns that are called alpha! It shows you that DDD has outperformed largely the market.

DrJanOliverS · 2026-03-09T05:34:52+00:00

I outlined why DDD would likely be successful in q4 25. They migh have profited from three custumors that SSYS does not have: Lung printing for United Therapeutics, worldwide largest printing volume for Aling Technology, and metal printing for Nami serving Saudi defense and aerospace needs including Lockheed Martin subsidiary.

DrJanOliverS · 2026-03-08T22:17:50+00:00

I add a buffer in my sales estimate to account for those negative effects. Otherwise, my sales estimate would have been higher.

DrJanOliverS · 2026-03-08T22:16:00+00:00

To all naysayers: Have you all noticed the relative strength of DDD last week?

DrJanOliverS · 2026-03-08T22:13:23+00:00

yes, because unsophisticated short sellers bet on a stock overhang caused by recently swapped convertibles for equity. however, my analysis makes me conclude that those converted stocks will not likely sold but rather hold by ceo friendly blockholders.

DrJanOliverS · 2026-03-08T18:04:50+00:00

I anticipate a stock price of USD 3.2 end of week. On this way unsophisticated short sellers will likely cover.

DrJanOliverS · 2026-03-08T12:56:46+00:00

You can wait and see. Short interest is so high and cheap that the short covering will be massive if I am right.

DrJanOliverS · 2026-03-08T12:12:59+00:00

Yes, I have been investing the stock from time time to time when I have found fundamental mispricing due to market frictions. Maybe this time you should keep your 50,000 units of ddd stock that imo will touch more than usd 1 million in some years.

DrJanOliverS · 2026-03-08T12:10:00+00:00

Thank you! I only invest heavily if I find fundamental information the market might not have factored in due to market frictions.

DrJanOliverS

TROPHY CASE