Titomic Ltd · ASX:TTT
Titomic — Shareholder Meeting (November 2019)
19 slides from Titomic's shareholder meeting presentation, Nov 29, 2019
Slide 1: Digital Manufacturing Solutions Annual General Meeting
DIGITAL MANUFACTURING SOLUTIONS ANNUAL GENERAL MEETING Mr Jeff Lang Managing Director 29 NOVEMBER 2019
Slide 2: About Titomic
About Titomic Titomic is an Australian public company specialising in digital manufacturing solutions for industrial scale metal additive manufacturing using its patented Titomic Kinetic Fusion® technology. Incorporated in 2014, Titomic was created to commercialise Titomic Kinetic Fusion®, or TKF, a
Slide 3: Titomic Kinetic Fusion® Systems
Titomic Kinetic TKF 9000 Fusion® Systems Machine Sale, Lease & OEM Titomic provides a range of additive manufacturing systems, from turnkey solutions at one cubic metre, to the world’s largest bespoke, purpose built systems and automated production lines. TKF 900 TKF 1000 3
Slide 4: Building a Leadership Team
Leadership The Board Team BUILDING A Drawing upon a broad spectrum of experience, Titomic’s Philip Vafiadis Jeff Lang Richard Willson Richard Fox Non-Exec Chairman Managing Director Non-Exec Director Non-Exec Director leadership team is well-equipped to commercialise Titomic’s unique technology. Exe
Slide 5: Building a Technical Advisory Committee
Technical Technical Advisory Committee (TAC) Advisory Committee BUILDING A The Technical Advisory Committee comprises subject matter experts from Australia’s most prolific research institutes Professor Rhys Jones Dr Richard Hannink Dr Airlie Chapman and commercial organisations. The TAC will conside
Slide 6: Key Figures
Capital Structure (26th November 2019) Shares Key Figures Shares on Issue 127,215,865 Performance Shares 20,000,000 *Subject to Performance Milestone Achievement • Market Cap on ASX listing in Sept 2017 - $20M @ $0.20 per share Director Performance Shares 140,123 Listed Options (Exercisable at AUD$2
Slide 7: Achievements 2019
Achievements 2019 Creation of Titomic Digital Creation of Manufacturing Technical Platforms & Advisory software team Received Secured two Committee $900k R&D tax global CSIRO concession patents and EMDG funds Development of TKF 1000 R&D, OEM Titomic HQ capacity at Creation of established Titomic Spa
Slide 8: Cutting Edge Materials
Cutting Edge Materials Titomic can produce the following capabilities and properties for countless industries • Lighter and stronger materials • Anti-fouling and repair • Corrosion resistance • Continuous tube production • Ballistics protection • Improved surface friction • Smart hybrid materials 8
Slide 9: Titanium Industry
Titanium Industry 180,000/t1 Six countries 70,000 52,000 - The United States is the world's largest titanium metal importer (2018 ranking). In 2018, the U.S. imported 74,400 metric tons of titanium metal. 40,000 - Top three import sources: Japan, Russia, and China. - Australia is the biggest titaniu
Slide 10: Global Supply Chain
Global Supply Chain TKF process can utilise metal powder grades at different price points In fact the TKF process allows lower grade powders that were once unviable, to be utilized for high end, high spec products at greater affordability, productivity and performance (than traditional forging & cas
Slide 11: Competitive Advantage
Competitive Advantage Productivity Affordability Performance Titanium Rifle Barrel Invar36 Tooling Target Market Size $450m Target Market Size $240m 50% Cheaper to Manufacture 75% Faster Production time 69% Lighter Weight Reduced Porosity 5% → 03% Faster Production Time ~3.9mins Materials Wastage do
Slide 12: Target Segments
Target Segments AEROSPACE & SPACE DEFENCE • Special coatings $9 Billion • DoD Projects $760 Billion • Tool molds $24 Billion • Soldier Systems $9 Billion • Special coatings $50 Billion • Near net shape parts $3.5 billion • Titanium Boat Hulls $30 Billion • Space manufacturing $72 billion MINING, OIL
Slide 13: Revenue Streams
Revenue Streams Advisory & Prototype OEM Manufacture TKF System Sales Metal Powder Sales Technical Talent and Titomic Bureau Strategic Acquisitions Gas Atomiser Program Laboratory Expansion R&D services to clients Titomic provides scalable Titomic offers turnkey and Titomic supplies a cost- includin
Slide 14: Project Status
R&D PROJECTS 20+ Completed Current Projects: 38 Aerospace – 5 projects Mining – 4 projects Consumer Goods – 9 projects Defence – 16 projects Gov R&D – 4 projects Project Status Previously announced projects have all been initiated PRODUCTION TRIALS with some now moving into next phase of production
Slide 15: 3D Printing Market
3D Printing Market 2018 2024 $10.6b $49.0b The 3D printing market was valued at USD 10.58 billion in 2018, and is expected to reach USD 49.01 billion by 2024. A CAGR of 29.48% over the forecast period 2019- 2024. (Source: Mordor Intelligence) 15 Company Formed
Slide 16: Growth Outlook
G RO W T H OUTLOOK 16
Slide 17: Strategic Growth Plan
Strategic Growth Plan Build Global Capacity & Supply Capability Strategicfrom Shifting Acquisition Concept &to Investment Commercialisation Commissioning of Bureau (housing the world’s largest Targeting acquisitions & fastest 3D printer) in US, QA & Standards to Open and investment that: Europe &
Slide 18: Future Projects
Future Projects Metalisation of Next-Generation Carbon Fibre Heterogenous Composites materials Ti Coatings Pressure Vessels Dissimilar Metals (Windfarm) (confidential) (confidential) 18
Slide 19: Contact Us
Contact Us info@titomic.com www.titomic.com @company/titomic/ @Titomic_Limited 19