According to 3-D printing service bureau Incodema Group, there's currently a tremendous gap in the metal printing market because General Electric (NYSE:GE) acquired 3-D metal printing expert Morris Technologies. Incodema Group estimates this acquisition took approximately 50% of the metal 3-D printers related to providing 3-D printing services off the market.
With over 20 years of additive manufacturing experience, Incodema has formed a new company that plans on acquiring more than 100 industrial 3-D printers to fill the void -- half of which will be metal. This creates a unique opportunity for Arcam (NASDAQOTH: AMAVF) and ExOne (NASDAQ:XONE), which both offer 3-D metal printers. Of the two, Arcam seems in the best position to benefit from the current aviation boom because its electron beam melting technology can handle more complicated designs compared to ExOne's binder jetting technology.
In the following video, 3-D printing analyst Steve Heller sits down with the head of Motley Fool's industrials bureau, Blake Bos, to discuss this opportunity and what it could mean for Arcam and ExOne. (The relevant segment can be found between 2:24 and 5:31.)