Aml3d Ltd · ASX:AL3
Aml3d — Investor Presentation (September 2024)
25 slides from Aml3d's investor presentation, Sep 30, 2024
Slide 1: Building parts bigger, faster, stronger, and greener
Building parts bigger, Building parts bigger, faster, stronger, and greener faster, stronger, and greener AML3D Limited (ASX:AL3) Investor Presentation AML3D Limited (ASX:AL3) September 2024 Investor Presentation September 2024
Slide 2: Legal Disclaimer
Legal Disclaimer This document (“Presentation”) has been prepared by AML3D Limited (“AML3D” or “the Company”). You should read this disclaimer carefully before reading or making any other use of this Presentation or any information contained in this Presentation. This Presentation is intended solely
Slide 3: Corporate Overview
Corporate Overview
Slide 4: Key Market Statistics
Key Market Statistics Capital Structure1 Share price and volume1 ASX code AL3 $0.25 70,000 Share price 15.0c 60,000 Market capitalisation $56.9m $0.20 Shares on issue 379.1m 50,000 Performance rights 6.6m $0.15 40,000 Unlisted Options 18.4m Cash at bank (30-Jun-24) $7.8m 30,000 $0.10 Substantial sha
Slide 5: Our Team
Our Team Noel Cornish AM Sean Ebert Andy Sales Kaitlin Smith Chairman, Non-Executive Director Managing Director Executive Director, CTO Peter Siebels Company Secretary B.Sc, M.Eng.Sc., FAICD FUOW BEng Hons(Electrical), GAICD, MBA Non-Executive Director MEng, MSc, CEng, CMatP B.Com (Acc), CA, FGIA AM
Slide 6: AML3D Snapshot
AML3D Snapshot AML3D is a welding, metallurgical science, robotics, and software business which uses automated wire fed 3D printing in a large free-form environment to produce metal components and structures for commercial use. Its ARCEMY® systems are the largest free-form, turn-key, metal 3D printe
Slide 7: What is WAM®?
What is WAM®? WAM® uses an electric arc to deposit layers of wire feedstock to produce high performing, industrial scale, metal components. • Combines sophisticated robotics technology and cutting-edge arc welding science and metallurgy. • WAM printed industrial scale metal components are created to
Slide 8: AML3D Business Model
AML3D Business Model Sale of systems Sale of parts 1,290 mm 1,500 mm 540 mm ARCEMY® WAM ® System Marine industry: Panama Chock On-demand 3D Metal Printing ARCEMY® Systems Industrial Scale 3D Metal Printing Using patented WAM® technology, ARCEMY® enables AML3D’s customers to metal 3D The path to sale
Slide 9: AML3D Technology Stack
AML3D Technology Stack Software Hardware WAMSoft® AMLSoft AMLRapid ARCEMY® WAMsoft® is the AML3D slicer and AMLSoft is the operating system of AMLRapid is the connector between AML3D’s ARCEMY® systems are the path planning tool, turning a CAD an ARCEMY cell. AMLSoft contains AMLSoft and the ARCEMY®
Slide 10: AML3D System Sale Revenue Model
AML3D System Sale Revenue Model Capital Sale Licensing Fees Maintenance Production Support • Sale of complete turnkey • Complete set of qualified welding • Full inspection of Robotic Hardware • Parts production consulting ARCEMY® Wire Additive parameters. and changeover of oil and to convert traditi
Slide 11: ARCEMY® Range
ARCEMY® Range ARCEMY® Education ARCEMY® Small ARCEMY® Enterprise ARCEMY® X An entry-level Wire-arc Additive ARCEMY® Small Edition features the For the creation of larger parts, For manufacturing industrial parts that Manufacturing system typically used for smallest footprint of the commercial ARCEMY
Slide 12: ARCEMY® Benefits vs Traditional Methods
ARCEMY® Benefits vs Traditional Methods Better Loading More Resistant Less Waste Stronger Faster Can test up to Up to 50% more Has the potential Produces material Can be manufactured 2 times higher2 resistant4 to metal to produce up to 95% properties up to up to 75% faster5 than than designed workin
Slide 13: Broad Addressable Markets with Strong Demand
Broad Addressable Markets with Strong Demand AML3D address multiple sophisticated and geographically diverse markets. Phase 1 and 2 are driven by Australian and North American AML3D sales teams and Phillips Corporation Federal and Commercial • Build new, progress and continue to develop • Deliver AR
Slide 14: Parts Manufacture
Parts Manufacture Wire Feedstock Print Proof of ARCEMY® Assessment Concept Part System Sale Demonstrates performance of WAM® technology and assists in facilitating small production runs. • Proof of Concept part manufacture is critical to demonstrating WAM® and ARCEMY® fit-for-purpose. • Presence of
Slide 15: Investment Proposition
Investment Proposition New sales strategy • Moved from being a “seller of 3D printed parts” to a “seller of 3D printing system and parts” strategy. This new strategy means bigger contracts for AL3 and gives customers what they want because the parts are made closer to where they are needed. • For ne
Slide 16: AML3D Performance Aspirations
AML3D Performance Aspirations Success in delivery will strengthen partnerships and improve software development cycles • Successful installation of US Department of Defense ARCEMY® systems into Oakridge National Laboratory (ORNL) and Danville Centre of Excellence (CoE) facilities. • Continue to expa
Slide 17: AML3D Certifications
AML3D Certifications AL3 is “one of only two wire-arc additive manufacturing companies that can globally, manufacture certified flight and non-flight components for the aviation, space and defence industries.” In 2022, AML3D was the AML3D became the Achieved ISO Achieved ISO Compliant with first Wir
Slide 18: Unlock US Market – US Sales Team
Unlock US Market – US Sales Team North American Direct Sales-Led Entry Metal 3D Printing Market¹ • Establish a US sales team comprised of a US sales manager, a technical sales consultant and technical support position. • Identify distributors and value-added resellers and establish a channel sales m
Slide 19: Unlock US Market – Strategic US Deployments
Unlock US Market – Strategic US Deployments Establish presence at key US bases servicing US Navy & Tier 1 clients AUSTRALIA | UNITED STATES Aust Pat. 20192251514. JP Pat. 7225501. EP 3781344. // AML3D®, WAM®, WAMSoft®, ARCEMY® are all registered trademarks of AML3D Limited. © 2024 AML3D (ASX:AL3) 19
Slide 20: Focus on Expanding Customer Network in 2025
Focus on Expanding Customer Network in 2025 US Department of Defense (US Navy) orders brought a spotlight BROADER INDUSTRY PARTICIPANTS AND to our technology. CONTRACTORS • Immediate focus on converting this opportunity into further commercial orders in defence supply chain. MAJOR US DEFENCE • Depar
Slide 21: CY23 and CY24 YTD contract wins
CY23 and CY24 YTD contract wins Customer Date Product Value ($Am) ARCEMY® sales Century Engineering Jul-24 Upgrading to an ARCEMY® printing system ~$0.3 Laser Welding Solutions Jul-24 ARCEMY® 2600’ edition ~$1.1 US Department of Defense (lease) May-24 ARCEMY® 2600’ edition ~$0.7 US Department of Def
Slide 22: Summary FY24 Financials
Summary FY24 Financials Income statement ($Am) Commentary 2024 2023 % change • Revenue for the FY24 year was A$7.32m (+1,055% YoY) and comprised of: Revenue 7.3 0.6 1,055% o A$4.4m (61%) from ARCEMY system sales in the US COGS 2.7 0.3 730% o A$2.7m (36%) from component manufacturing, alloy character
Slide 23: Customer Testimonials
Customer Testimonials Toolcraft looks to partner with AML3D whenever there is scope for their process – when manufacturing parts larger than commonly available materials or when sourcing exotic metals is cost prohibitive. Greg Stevens Toolcraft, General Manager Business Wire Arc Additive Manufacturi
Slide 24: Customer Testimonials
Customer Testimonials Our experience with ARCEMY has been overwhelmingly positive. We have been able to print a part in a 10th of the time that it took to print it on another system we have. The system’s ease of use and clever handling of the limitations inherent to the DED process has greatly enhan
Slide 25: Building parts bigger, faster, stronger, and greener
Building parts bigger, faster, stronger, and greener AML3D Limited (ASX:AL3) Investor Presentation September 2024 Building parts bigger, faster, For more information, please contact: stronger, and greener Sean Ebert Managing Director + 61 8 8258 2658 investor@aml3d.com Investor Relations The Capital