Court Validates Business Judgement on Strategic Actions Taken by Nano, Including Agreements to Acquire Desktop Metal and Markforged Previous Murchinson Nominees Kenneth Traub and Dr. Joshua Rosensweig Become Full Board Members Yoav Stern Continues as CEO and Stands for Election, as Planned, at 2024 Annual General Meeting Nano Urges Shareholders to Protect Their Investment and Vote “FOR” ALL of Nano’s Proposals To Learn More Visit: www.ProtectingNanoValue.com Waltham, Mass., Nov. 21, 2024 (GLOBE NEWSWIRE) - ...

财务数据和关键指标变化 - 第三季度收入为1500万美元，是有史以来最好的第三季度，较去年同期增长22%[6] - 毛利率为48%，高于去年同期的44%；调整后毛利率（不含非现金费用）为51%，高于去年同期的48%[7] - 去年每季度净现金消耗1600万美元，今年降至300万美元，接近现金收支平衡[8] 各条业务线数据和关键指标变化 - 原有Nano业务通过6 - 7次小型收购和29%的有机增长达到5600万美元[18] - 收购Desktop Metal（价值1.9亿美元）和Markforged（价值9400万美元），预计2024年将创造一个价值3.4亿美元的新业务[19] 各个市场数据和关键指标变化 - 未提及相关内容 公司战略和发展方向和行业竞争 - 公司正在执行聚焦价值创造战略，注重毛利率和利润，减少不必要的现金使用，以实现盈利和增长[23] - 公司通过收购整合，拥有大量专利技术，涵盖多种制造技术，在行业中具有竞争优势[15] - 行业内部分公司如Voxeljet、Velo、Prodways等面临困境，营收下降或被挤出市场，而公司与Stratasys、3D SYSTEMS等为行业内较大企业，但公司拥有更多现金储备，可用于实现盈利增长[20][21] 管理层对经营环境和未来前景的评论 - 管理层对Formnext展会的反馈表示兴奋，客户对收购消息反应积极，对产品扩展表现出期待[31] - 预计在2026年初实现盈利或正向现金流，通过成本协同效应改善盈利能力，尤其是在三家公司合并初期可能面临现金消耗，但之后将通过削减开支等措施改善[34][35] 其他重要信息 - 公司将于12月6日举行年度股东大会，管理层建议股东不要投票支持来自多伦多的股东的拆解公司的提议[10][11] - 公司正在完成Desktop Metal和Markforged的收购相关监管工作，预计Desktop Metal在2024年第四季度完成收购，Markforged在2025年第一季度完成收购[32][33] 问答环节所有的提问和回答 问题1 - 客户对收购消息反应如何，收购的监管进展如何，是否仍预期在Q4完成Desktop Metal收购和在Q1完成Markforged收购，以及是否通过成本协同效应而非收入协同效应实现EBITDA收支平衡 - 客户反应积极，不仅现有客户对产品线扩展感到高兴，Markforged和Desktop Metal的客户也前来讨论产品线未来；监管工作接近完成，Desktop Metal的相关投票已完成，CFIUS工作接近尾声，预计年底前完成收购，Markforged的HSR已基本完成，CFIUS流程预计更短，股东投票将于12月初进行，仍希望在2025年第一季度完成收购；预计在合并初期会有现金消耗，但之后将通过削减开支等措施在2026年初实现盈利或正向现金流[31][32][33][34][35] 问题2 - 如果激进股东成功在董事会中安插2名董事，是否会破坏收购交易，CFIUS流程是什么，对股东意味着什么 - CFIUS是美国监管机构的常规流程，Desktop Metals的CFIUS流程预计很快完成，Markforged的CFIUS流程预计更短；即使激进股东安插的董事进入董事会，也只是少数，无法通过投票影响决策，且收购交易已签署具有法律约束力，不会被破坏[38][42][43][44] 问题3 - 如何解释过去收购的公司整合不佳，为何要收购业绩不佳且烧钱的Markforged和Desktop Metal，如何为股东创造价值，以及如何定义净现金消耗 - 过去收购的公司在收购时业绩不佳，在Nano领导下实现了收入增长和有机增长；收购Markforged和Desktop Metal是因为可以获得大量客户和先进技术，通过整合资源、调整业务和员工数量等措施创造价值；对净现金消耗的定义是合理的，是基于公司实际情况[56][57][58][59][60]

Revenue $14.9M, Up 22% from the Same Period in 2023 Announced Two Transformational M&A Agreements in Q3/24 Alone – With Desktop Metal and Markforged Gross Margin Higher48.2% in Q3/2024, Up 4.0% From Q3/2023 46.6% in the First Nine Months of 2024, Up 2.6% From the Same Period in 2023 Adjusted Gross Margin Higher50.5% in Q3/2024, Up 2.5% From Q3/2023 Net Cash Burn Reduced Substantially$3M in Q3/2024, Down From $16M in Q3/2023 – a Decrease of 80% The Company Continues to Urge Shareholders to Vote by December ...

Deadline is Fast Approaching on Sunday, December 1st, 2024, at 11:59 p.m. ET Shareholders Should Call Their Brokers Today to Ensure Their Vote is Counted To Learn More Visit: www.ProtectingNanoValue.com Waltham, Mass., Nov. 18, 2024 (GLOBE NEWSWIRE) -- Nano Dimension Ltd. (Nasdaq: NNDM) (“Nano” or the “Company”), a leading supplier of Additively Manufactured Electronics and multi-dimensional polymer, metal & ceramic Additive Manufacturing 3D printing solutions, today reminded shareholders that the final dea ...

Waltham, Mass., Nov. 18, 2024 (GLOBE NEWSWIRE) -- Nano Dimension Ltd. (Nasdaq: NNDM, “Nano Dimension” or the “Company”), a leading supplier of Additively Manufactured Electronics (“AME”) and multi-dimensional polymer, metal & ceramic Additive Manufacturing (“AM”) 3D printers, announced today that it will release its financial results for the third quarter of 2024 before the Nasdaq market opens on Wednesday, November 20th, 2024. Mr. Yoav Stern, Chief Executive Officer and Member of the Board of Directors, Mr ...

Intends to vote FOR shareholder nominees and AGAINST re-election of incumbents, including Nano Dimension CEO Yoav SternIntends to vote FOR shareholder proposal to declassify Nano Dimension Board of DirectorsIntends to vote AGAINST CEO Stern's egregious compensation packageTORONTO, Nov. 15, 2024 /PRNewswire/ -- Anson Advisors Inc. and Anson Funds Management LP, the co-investment advisers of several investment funds (collectively, the "Anson Funds"), the largest shareholder of Nano Dimension Ltd. ("Nano Dimen ...

Nano Dimension is Successfully Executing a Disciplined and Focused Value Creation Strategy, Delivering on Key Milestones Along its Path to Profitability Board and Management Team Led Two Transformational M&A Transactions Over the Past Year That are Set to Drive ROI for Shareholders Murchinson’s Self-Serving Campaign is an Attempt to Paralyze Nano’s Strategy and Derail its Progress at the Expense of Other Shareholders Nano Urges Shareholders to Protect Their Investment and Vote “FOR” Nano’s Proposals Act Fa ...

Nano’s Board and Management Team Have Delivered on Promises Made: Driving Transformational M&A, Financial and Operational Improvements and Governance Enhancements Murchinson STILL Has NO Value Creation Plan and Seeks to Disrupt Nano’s Transformation and Growth Nano Urges Shareholders to Protect Their Investment and Vote “FOR” All of Nano’s Proposals Act Fast – Nano’s Shareholders Annual Meeting Voting Cut-Off Sunday, December 1st, 2024, at 11:59 p.m. ET To Learn More Visit: www.ProtectingNanoValue.com Walth ...

Investors Are Able to View the Presentation Via a Live Stream Waltham, Mass., Oct. 29, 2024 (GLOBE NEWSWIRE) -- Nano Dimension Ltd. (Nasdaq: NNDM, “Nano Dimension” or the “Company”), a leading supplier of Additively Manufactured Electronics (“AME”) and multi-dimensional polymer, metal & ceramic Additive Manufacturing (“AM”) 3D printers, announced today that it will present at the upcoming ThinkEquity Conference in New York City on Wednesday, October 30th, 2024. Mr. Yoav Stern, Chief Executive Officer and Me ...

Nano Dimension is Successfully Executing a Disciplined and Focused Value Creation Strategy That is Driving Future Value for ALL Shareholders Board and Management Team Led Transformational M&A, Financial and Operational Improvements and Governance Enhancements Over Past Year Murchinson Once Again Seeking to Take Control of Nano Through a Series of Proposals That Would Paralyze the Company's Strategy Nano Dimension Urges Shareholders to Vote "FOR" Nano Dimension's Proposals at the Annual General Meeting to be ...