- Nano Dimension's revenues have rebounded in the fourth quarter of 2020, mostly as a result of recurrent sales.
- The fact that the defense sector accounts for approximately 50% of sales is another positive.
- However, it is currently loss-making, having to raise cash through equity offerings, with revenues not looking to improve meaningfully in 2021.
- Hence, I have a neutral instance on this disruptive play in 3D printing for electronics.
- The company is more of a long-term play but current valuations are on the high side.
For further details see:
Nano Dimension: Long-Term Opportunity But Poor Valuations