After FormNext in Frankfurt it became very obvious to me that...

After FormNext in Frankfurt it became very obvious to me that the whole additive manufacturing space is on the cusp of a boom period. You should have taken a  flight over there. Amazing trade show. The fact there are only two ways to play additive manufacturing on the ASX obviously means BOTH are going to be valued at very big $$$ when the flood of money arrives. The positioning by instos has already occurred in TTT with some committed funds on board. It's no longer a retail stock. I've spoken with a few. TTT can certainly get to $500M or higher on material large contracts so I see a possibility of a 100% rise in price from here and possibly higher. Yes it is vastly different to the other company. Not necessarily better IMO....... but different target market.  So yes I see this as a buy but on a risk/reward basis not as strong a buy as the other one given the current market caps.

It's a unique situation where a whole new industry is being born and yet there are only two companies listed here in that space. Anyone else that tries to follow will be lagging behind. That means it's a bit of a no brainer. I just see more leverage in the other one at 1/8th of the market cap that's all.

Happy months/years ahead for all.