Welcome to Printing Money Episode 41. Danny is joined for this episode by Daniel Johns. Dan has deep 3DP/AM industry experience with the likes of 3T, BEAMIT, Oerlikon, GKN, Airbus, and Howmet, and currently runs TAAG, an industrialization and investment platform.
Episode 41 starts by looking at Dan Johns’ impressive career and 3DP/AM at aerospace providers, service providers and now in an independent role. It’s a great backdrop for some holistic discussion on the evolution and state of the 3DP/AM industry, which has come a long way towards standardization. Positive signals abound thanks to expiration of core IP enabling better economics, and a more product focused orientation.
Next, Danny and Dan analyze some recent M&A in the 3DP/AM industry, and a keen ear will spot those positive signals clearly at work throughout the discussion. One recurring theme that gets some airtime is that service bureaus are hitting their stride in the USA, but not quite yet in Europe. To wit, Beehive Industries.
Next, the discussion turns to 3DP/AM financings. Notably, we covered Meshy AI in the last episode, but there’s more to talk about already with an eyebrow-raising $400M raise and $1.5B post-money valuation. Tying up the financing section, the conversation touches on a couple RIPs and liquidations.
Last, a call to join Danny, Dan (and also the 3DPrint and AM Research teams) at IMTS in a few weeks in Chicago, and some recommended reading on the 3DP/AM market for drones.
Please enjoy Episode 41 and check out our previous episodes too.
This episode was recorded August 11, 2026.
Timestamps:
00:13 – Welcome to Episode 41, and welcome to Dan Johns, TAAG
01:38 – Dan Johns’ career, early years
05:26 – Dan Johns’ time at Airbus, GKN and Oerlikon
08:40 – Dan Johns’ career, the Sandvik, BEAMIT and 3T years
15:50 – AM has become a more normalized manufacturing process
19:00 – TAAG’s advisory, investment, and exchange platform
22:23 – Reindustrializing the West and how to get started
26:55 – Crossing the Chasm: M&A in the captive 3DP/AM market
28:58 – Beehive acquires two Cincinnati-area machine shops
36:32 – New Zealand EBM contract manufacturer Zenith Tecnica acquired in part by internal investors
39:17 – Ricoh sells 3D Healthcare unit to former executives, new company named Myrava
41:15 – Roboze acquires Dimanex’ IP
42:15 – 3D Prod acquires Sculpteo
43:45 – Meshy AI raises $400M Series B
49:42 – Kind Designs raises additional $10M
52:43 – IperionX (IPX) $50M offering led by Cantor Fitzgerald
54:13 – ALM Ortho closes small round, size undisclosed
55:04 – BigRep deslisting and liquidating
56:35 – 3DEO insolvency and liquidation
57:04 – Black Buffalo files bankruptcy
57:42 – IMTS 2026 next month, see you there?
58:38 – UAS/Drones market coverage from AM Research
59:01 – Thanks to Dan for joining, and thanks to you for listening!
59:53 – Disclaimer
Disclaimer:
This content is for informational purposes only, you should not construe any such information or other material as legal, tax, investment, financial, or other advice. Nothing stated on this podcast constitutes a solicitation, recommendation, endorsement, or offer by the hosts, the organizer or any third-party service provider to buy or sell any securities or other financial instruments in this or in any other jurisdiction in which such solicitation or offer would be unlawful under the securities laws of such jurisdiction. The information on this podcast is of a general nature that does not address the circumstances and risk profile of any individual or entity and should not constitute professional and/or financial advice. Referenced transactions are sourced from publicly available information.
Danny Piper is a registered representative of Finalis Securities LLC, member FINRA/SIPC. This material has been prepared for information and educational purposes only, and it is not intended to provide, nor should it be relied on for tax, legal, or investment advice. Investors should consult with their own tax, legal, and financial professionals before investing. Real estate investments are generally highly risky. They can be volatile, unpredictable, illiquid, and are subject to ebbs and flows and market shifts. Investors also risk the loss of all principal investments.
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