Slide 1: Investor Presentation
Investor Presentation October 2021
Slide 2: Who is AML3D?
Who is AML3D? Company Snapshot • AML3D is a leading technology firm specialising in advanced software for metal additive manufacturing allowing game changing large scale 3D metal printing. • Wire Additive Manufacturing (WAM®) involves the deposition of metal, layer upon layer, in precise geometric s
Slide 3: AML3D – Corporate Snapshot
AML3D – Corporate Snapshot CAPITAL STRUCTURE – 25 October 2021 Recent Activity ASX Code ASX:AL3 • Receipts from customers of $1.2 million in Share Price (25/10/2021) $0.155 FY21 (up 823% from $130k in FY20) Shares on Issue ~150.4m Options on Issue 9.5m • Seven ARCEMY® modules have increased Market C
Slide 4: AML3D – Board & Key Management
AML3D – Board & Key Management Stephen Gerlach Andrew Sales Sean Ebert Leonard Piro Kevin Reid Hamish McEwin Chairman Managing Director Non-Exec. Director Non-Exec. Director Non-Exec. Director CFO Stephen is Chancellor A Chartered Engineer Sean has over 25 Former Deputy Chief Chartered Accountant A
Slide 5: AML3D Proprietary Technology
AML3D Proprietary Technology
Slide 6: WAM®: Advantages of Our Technology
WAM®: Advantages of Our Technology WAM® Technology vs WAM® Technology vs Typical Subtractive : Powder Additive 3D : • Up to 30% stronger than cast • Greater ability to penetrate or forged parts global markets and sectors • 75% faster customisation • Larger range and availability without tooling inve
Slide 7: Why AML3D?
Why AML3D? Front runner in a disruptive multi-billion DISRUPTIVE $ market targeting global expansion CERTIFICATIONS Key certifications (including ISO 9001 and Lloyd’s Register, DNV-GL) and IP in place Foundation customers secured to deliver KEY CUSTOMERS long-term contract revenue ARCEMY® unit sales
Slide 8: AML3D Market Opportunity & Business Model
AML3D Market Opportunity & Business Model
Slide 9: Market Opportunity
Market Opportunity Global Additive Manufacturing Market Size (US$bn)1 70 Additive manufacturing market expected to grow at a CAGR of 29.5% to 2026 60 63 50 • Market size increase estimated at US$63 billion Market Size (US$bn) by 20262 40 CAGR 29.5% • AML3D’s WAM® technology poised to capture 30 mark
Slide 10: AML3D: Multiple Business Streams
AML3D: Multiple Business Streams CONTRACT ARCEMY® UNIT WAMSOFT® RESEARCH MANUFACTURING SALES LICENSING & TECHNOLOGY • Fee for Service • High demand for in-house • Annual service fee, including • Optimising process and feedstock alloys • Production of specialist parts 3D printing capability training,
Slide 11: ARCEMY® Sales Penetrating Target Markets
ARCEMY® Sales Penetrating Target Markets ARCEMY ® Units a Catalyst for Sector Advancement Internationally & Domestically • Units delivered to engineering and manufacturing firms in both Singapore and Australia • Providing foothold into APAC region and establishes brand awareness internationally • Me
Slide 12: The Customer Journey
The Customer Journey FROM 6 MONTHS TO 2 YEARS MILESTONE ENGAGEMENT TESTING CONTRACT Initial engagement Stringent and intensive testing Successful testing delivers through approaches or of product to prove its strength material long-term contract for targeted marketing and capability, compliance to i
Slide 13: Current Customer Pipeline Selected Examples
Current Customer Pipeline Selected Examples FY21 FY22 FY23 FY24 Contract Manufacturing – Aerospace and Defence Lightforce Boeing Defence Engineering Defence Engineering Contract Manufacturing – Maritime Keppel BAE/ASC Marine/Defence Contract Manufacturing – General AdditiveNow General Engineering Hi
Slide 14: AML3D: Foundation for success and returns in place
AML3D: Foundation for success and returns in place PEOPLE Board and management with a broad and global skill set WAM® TECHNOLOGY Market disrupting through Patented technology ahead of peers and CAPABILITY traditional approaches SUSTAINABLE The best technical minds Best technical minds that have buil
Slide 15: AML3D Technology Developments & R&D
AML3D Technology Developments & R&D
Slide 16: 1. Breakthrough In Wire Feedstock
1. Breakthrough In Wire Feedstock Exciting Opportunities in Wire Additive Manufacturing (WAM®) • Progress from Deakin University contributes to the development of a new, high strength, aluminum-scandium wire feedstock for WAM® • New alloy with AML3D’s technology will provide a clear competitive adva
Slide 17: 2. Factory of the Future With BAE Systems
2. Factory of the Future With BAE Systems Joining BAE’s and Flinders University’s Research & Development Facility • Joining a global leader in defence and collaborating highlights the best-in-class technology AML3D has built • Joint Research Program with Flinders University to investigate corrosion
Slide 18: 3. Next Generation Printing Technology
3. Next Generation Printing Technology Next-Generation Hybrid Printing is 5x Faster than Existing Printers • Twin wire technology further improves machine productivity to reach 30 kilograms per hour for larger scale components • Hybrid ARCEMY® combines WAM®/final machining software and allows for “o
Slide 19: AML3D Pricing Relative to Peers
AML3D Pricing Relative to Peers
Slide 20: Peer Comparisons
Peer Comparisons EV Customer Receipts (A$mil) Enterprise Value vs FY21 Receipts from Customers* (A$mil) 90 1.4 Millions 80 1.2 70 1 60 0.8 50 40 0.6 30 0.4 20 0.2 10 0 0 Amaero Titomic Aurora 3D MetalForge AML3D *Enterprise Value sourced from S&P Capital IQ as of 25/10/21, customer receipts from Jun
Slide 21: Disclaimer
Disclaimer AML3D Limited (“AML3D” or “the Company”) does not take responsibility The recipient should not rely on any material contained in this presentation for any information, statement or representation contained in this presentation as a statement or representation of fact. No recipient should
Slide 22: Thank you
Investor Presentation Thank you