DDD – 3D SYSTEMS

S. Thompson

October 13, 2012 1

Agenda

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1. The Revolution2. Investment rational3. DDD at a Glance4. 3D products5. Growth Opportunity

The technology

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When’s the last time you went to a print shop to have papers printed?

When’s the last time you went to a photo lab to have photos printed?

When’s the last time you went to Home Depot for a fitting? You drove to the mall for a belt buckle? You paid money for a kids toy? Or you wished someone would make you that adaptor for your corvette intake manifold cheap?

The printer put a print shop and a photo lab in your living room. This can put a manufacturing cell there too. Adios Wal Mart, and cost prohibitive 1 off’s!

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High tech, small/mid market cap ($2B) – growth stock

Emerging technology - Leverages time horizon

Pure play on additive manufacturing High PE, but emerging technology that is

technology limited, not demand limited. Still “Geeky” = Still opportunity.

Investment Rational

January 15, 2011

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NYSE Traded Founded Valencia, California, US – 1986 Headquarters Rock Hill, South Carolina CEO – Abe Reichental 2011 $155m Revenue

DDD at a glance

The printers

IBS 594: Doing Business in China

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15 years ago > $100k Today < $1,500

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What Can I make today?

Variety of materialsColorsComplex shapes that additive manufacturing cannot produce

Print your girlfriend some shoes.

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Oct 13, 2012

Community & DIY Culture.

IBS 594: Doing Business in China

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IBS 594: Doing Business in China

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Downside11

You can’t yet print unlimited double downs in your mom’s basement

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But Maybe Someday…

In the future!!

IBS 594: Doing Business in China

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(DDD)– Stock Performance

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1 year stock performance vs. DJIA

Thank YouOct 13, 2012

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Conclusion – This stock is SEXY!.. Sexy stocks cost $.

But the growth opportunities make the price palatable. And Growth is Palpable!

Questions?

Links

IBS 594: Doing Business in China

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Google Finance DDD http://

www.google.com/finance?q=ddd&ei=qM95UNi7KIXYlgOCHQ

CES 2012 Cube http://

www.youtube.com/watch?v=YM0B7bhwdPE