10 Comments

Tim, did some work on this over the weekend. Still really like the idea/business.. but is there a 6-12 month pitch? Fund won’t care about long term right now. Even re-rate from profitability is a ways away. Thoughts?

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Hey Ely, sorry for the delay. In all honesty, don't have a good answer for you - I'm not too focused on the near-term thesis. I think it's a story about consistent execution for years. The results today and over the past years show the recipe for growth works. If they continue to execute over the next 12M, I'd be surprised if the stock is not meaningfully higher, but who knows? Markets can be fickle.

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Tim, this seems to have aged well, too funny. Markets sure can be fickle, to the upside as well. I do have some longer term, deeper questions I’d love to ask you. Let me know if you’re comfortable with that. Thanks

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Of course - just DM'd you

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I'll let you read it on VIC, but it was written as massively overpriced 2 years ago. So far the SP has went down, as expected, and the thesis revolves around the service not being as needed as suppliers have already developed this capability, and the company being a price taker as the AI essentially could be trained on lower prices and would keep reflecting that for a while

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Interesting - not sure I agree - but I'm not on VIC, would you mind sharing a little more? I would point out the situation is changed drastically. In the last two years, the stock price has been cut in half+, and the business has almost doubled in size.

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Hey - wouldn't want to butcher it and give you alarm nor tranquility, I think you can access it without an account by just search for the company's name or ticker

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Candidly, the short thesis on VIC was written 2 years ago and most points from it are still valid - interesting name, but would be happier to invest after the profitability inflection point has been reached, even if it means losing a few % gains.

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What’s the short thesis?

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ONGOING INVESTIGATION ALERT: The Schall Law Firm Announces it is Investigating Claims Against Xometry, Inc. and Encourages Investors with Losses to Contact the Firm

7:46 PM ET 4/8/24 | Dow Jones

LOS ANGELES, CA / ACCESSWIRE / April 8, 2024 / The Schall Law Firm, a national shareholder rights litigation firm, announces that it is investigating claims on behalf of investors of Xometry, Inc. ("Xometry" or "the Company") (NASDAQ:XMTR) for violations of the securities laws.

The investigation focuses on whether the Company issued false and/or misleading statements and/or failed to disclose information pertinent to investors.

If you are a shareholder who suffered a loss, click here to participate.

We also encourage you to contact Brian Schall of the Schall Law Firm, 2049 Century Park East, Suite 2460, Los Angeles, CA 90067, at 310-301-3335, to discuss your rights free of charge. You can also reach us through the firm's website at www.schallfirm.com, or by email at bschall@schallfirm.com.

The Schall Law Firm represents investors around the world and specializes in securities class action lawsuits and shareholder rights litigation.

This press release may be considered Attorney Advertising in some jurisdictions under the applicable law and rules of ethics.

CONTACT:

The Schall Law Firm

Brian Schall, Esq.,

www.schallfirm.com

Office: 310-301-3335

info@schallfirm.com

SOURCE: The Schall Law Firm

View the original press release on accesswire.com

> Dow Jones Newswires

April 08, 2024 19:46 ET (23:46 GMT)

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