tag:blogger.com,1999:blog-4815867514277794362.post6242815766924135767..comments2024-03-08T06:18:28.125+11:00Comments on Bronte Capital: Fan blades - analysts adding valueJohn Hemptonhttp://www.blogger.com/profile/03766274392122783128noreply@blogger.comBlogger8125tag:blogger.com,1999:blog-4815867514277794362.post-62799721070693822432016-09-23T18:45:25.428+10:002016-09-23T18:45:25.428+10:00Ikedim is absolutely right. GE bought one 3D prin...Ikedim is absolutely right. GE bought one 3D printer from Arcam a few years ago, another 10 at the beginning of this year, and the whole company 2 weeks ago. GE have either seen the future and are betting on it, or they're not sure but $700m is a good call option.thttps://www.blogger.com/profile/00988364969048526851noreply@blogger.comtag:blogger.com,1999:blog-4815867514277794362.post-90649457257341213992016-09-23T06:21:39.620+10:002016-09-23T06:21:39.620+10:00Both John and Anonymous are wrong -
it's possi...Both John and Anonymous are wrong -<br />it's possible to replace aerospace cast parts<br />including turbine blades with 3d-printed ones,<br />providing the 3d printing process is carefully<br />engineered for reliability and strength.<br />See for example:<br />http://www.bloomberg.com/news/articles/2015-10-12/3-d-printed-plane-parts-help-sweden-s-arcam-to-take-off<br />"GE Aviation has said it expects to print more<br />than 100,000 parts for its jet engines by 2020.<br />The U.S. engine maker will use Arcam machines<br />for production of light-weight turbine blades<br />by 2018 at the very latest, Rene said."<br /><br />That's probably why GE recently bought out Arcam and another metal 3d printing company ...ikedimhttps://www.blogger.com/profile/08850614066530391040noreply@blogger.comtag:blogger.com,1999:blog-4815867514277794362.post-16650198249530235402016-09-21T22:07:09.108+10:002016-09-21T22:07:09.108+10:00As I recall it, problems with the fan blades for t...As I recall it, problems with the fan blades for the RB211 bankrupted RR back in the 1970s....<br />Tricky things, I guessShowingMyAgenoreply@blogger.comtag:blogger.com,1999:blog-4815867514277794362.post-33931373144873628612016-09-20T17:34:29.067+10:002016-09-20T17:34:29.067+10:00I don't know much about this but Solvay is act...I don't know much about this but Solvay is active in this sector (via Cytec)<br />http://www.solvay.com/en/about-solvay/businesses/advanced-materials/oestringen-products.html<br />And expands its activities in Germany (yesterday's press release)<br />http://www.solvay.com/en/media/press_releases/20160920-Composite-materials-Ostringen.htmlAnonymousnoreply@blogger.comtag:blogger.com,1999:blog-4815867514277794362.post-20812108577906191372016-09-19T19:23:37.538+10:002016-09-19T19:23:37.538+10:00Someone should tell them that Al Sc will work bett...Someone should tell them that Al Sc will work better than Al Li......Tim Worstallhttps://www.blogger.com/profile/13161727860817121071noreply@blogger.comtag:blogger.com,1999:blog-4815867514277794362.post-66727365707223304132016-09-19T11:05:31.290+10:002016-09-19T11:05:31.290+10:00While we are on 'none-to-subtle' putdowns...While we are on 'none-to-subtle' putdowns, surely you mean 'none too subtle'.Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-4815867514277794362.post-40297899743784630362016-09-19T04:18:23.907+10:002016-09-19T04:18:23.907+10:00People think 3-D printing can make anything...whic...People think 3-D printing can make anything...which it sort of can, if you are going to put it on a shelf to admire. Industrial use is a totally different thing. I still can image a day when you stroll into a 2,000 sq home depot, needing an obscure part..and they just print it out while you wait. It will change the manufacturing process, and more importantly the need for "inventory" It sort of reaffirms Bruce Greenwald's views the retreat of globalization....https://youtu.be/oCMB41bdTP0<br /><br />Things can once again be local, but traditional concepts of labor will have to change. <br /><br />Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-4815867514277794362.post-62554495605083416312016-09-18T21:50:23.600+10:002016-09-18T21:50:23.600+10:00I don't think the statement on 3D is quite tru...I don't think the statement on 3D is quite true. Direct powder sintering is sufficiently strong for many, many parts, so long as the metallurgy is right. Not all things can be made that way, but some important ones can. <br /><br />I doubt blades, but I am curious about the limits and costs.<br /><br />That was a really terrible pun on cutting edge, BTW. I am jealous.Unknownhttps://www.blogger.com/profile/04773368635111455556noreply@blogger.com