HP Inc. A Cinderella Story....

As most of us remember there was a big “break up” in the technology sector a few years ago, naturally I am referring to the computing giant formerly known as Hewlett-Packard. The company, after 75 years in the industry, changed it's structure in the last quarter of 2015, this was when Hewlett-Packard split into two companies, namely HP Inc. and Hewlett-Packard Enterprise.

HP Enterprise retaining the servers, storage, networking and IT services business, focusing on newer technologies surrounding data, cloud storage and integrated solutions. Whilst HP Inc remained in the PC’s and printer, hardware dominant side of the industry.

Whilst both companies are doing very well in their own right, with Hewlett Packard Enterprise stock growth over the 2 years at just over 50.4% the true Cinderella story is HP Inc. since it’s listing in 2015 they have seen growth of 232.97%. Their CEO, Australian born Dion Weisler has done a cracking job of captaining the ship and steered them into a whole new winning direction.

The company has gone from strength to strength rolling out graphic printing platforms in the manufacturing and textile sectors, this was achieved with their pioneering technology as it relates to 3D-printing, starting initially, with polymers only, but they have since moved through an array of materials, now even facilitating the 3D-printing of steel.

The applications are literally endless, in an interview with Mad Money’s Jim Cramer last week, Mr Weisler has let us in on his goals for the future of HP Inc. The company are seeking to disrupt the 12 Trillion Dollar manufacturing industry. Over the course of the last 9 months they have gone from 0 Channel partners to 65 Channel partners in over 170 countries, selling real products, with real technology, generating real revenue.

He gave us a few examples of the application of their technology with some of their more well known channel partners. Foot- and sportswear giant, Nike being one of them, are interested in the personalization of their sneakers. Johnson & Johnson another global player, with various medical devices and products, his example a truly fascinating one: spinal spacers. These spinal spacers, used during surgery are currently not made to fit, doctors and nurses are literally opening bags of +-150 of these spacers and as if by lucky dip they try to find one that semi-fits or fits best. Because of sterilization and hygienic concerns, they are then throwing the rest of the bag away. With HP Inc’s multi-jet fusion technology these spacers can in future be coated with a specialized nano polymer allowing for human use and can be designed to fit perfectly thus improving patient outcomes and minimizing waste.

Essentially the plotted course for HPQ going forward is to not only continue pioneering and innovating but also to match these amazing new available technologies with the right material science and coming up with the best application for them, enabling a symbiotic relationship with their existing as well as future channel partners. It truly is a brave new world we are facing, this type of forward-thinking and development will enable designers globally to design anything they can imagine and enabling manufacturers to manufacture these designs anywhere in the world.

At under $30 a share, this stock is a definite buy buy buy! Watch this space, I have a feeling that there are great things to come.