Amaero Ltd · ASX:3DA
Amaero — Amaero International — Shaw and Partners Additive Manufacturing Symposium 2024
29 slides from Amaero's conference presentation, Nov 18, 2024
Slide 1: ASX Announcement: Investor Presentation
ASX:3DA ASX Announcement 18 November 2024 Investor Presentation …………………………………………………………………………………………………………… Amaero International Limited (ASX:3DA) (“Amaero” or the “Company”) is pleased to announce that it will participate in Additive Manufacturing Symposium to be hosted by Shaw and Partners. Hank Hol
Slide 2: Amaero International Limited – Additive Manufacturing Symposium
For personal use only AMAERO INTERNATIONAL LIMITED (ASX:3DA) Shaw and Partners, Additive Manufacturing Symposium November 19, 2024
Slide 3: Important Notice and Disclaimer
Important Notice and Disclaimer This presentation has been prepared by Amaero International Ltd (ACN 633 541 634) (“Amaero” or the “Company”) and does not constitute or form part of, and should not be construed as, an offer, solicitation or invitation to subscribe for, underwrite or otherwise acquir
Slide 4: Executive Summary
Executive Summary Shift in Trump-elect Administration policy and macro trends to drive re-shoring and scaling of industrial base For personal use only President-Elect Trump Administration Policies 1 The President-Elect is proposing priority policy initiatives to stimulate a U.S. manufacturing renais
Slide 5: President-Elect Trump Administration Policies
01 For personal use only President-Elect Trump Administration Policies
Slide 6: President-Elect Trump Administrative Policy
President-Elect Trump Administrative Policy Make more in America, by Americans, for America “Supply chains that have been biased in favor The U.S. is the global leader in innovation, though it’s manufacturing base has atrophied, almost exclusively of efficiency and low-cost creating critical gaps
Slide 7: New Industrial Revolution
02 For personal use only New Industrial Revolution
Slide 8: U.S. Leads in Innovation, but Manufacturing has Atrophied
U.S. Leads in Innovation, but Manufacturing has Atrophied Military and economic might isn’t sufficient without a robust U.S. domestic manufacturing capability. Logistics win wars. For personal use only The Innovation Economy is Thriving in …But the domestic manufacturing configuration lacks Defense
Slide 9: Domestic Defense Manufacturing Throughput
Replenishment time for U.S essential munition The U.S. faces an unprecedented, massive buildup of Chinese Munition Type Replenishment Time Domestic defense supplies as domestic For personal use only throughput slows Ammunition 6 Months Manufacturing If the U.S were to go into conflict Javelin An
Slide 10: National Defense Industrial Strategy
National Defense Industrial Strategy The Number of Primes is Decreasing, Raising Resiliency Concerns GD Ft. Worth For personal use only MEL Defense Systems Sanders Associates 51 5 Lockheed GE Aerospace Business Martin Marietta Gould (Ocean Systems) GD Space Systems Honeywell (E-Optics) Fairchild W
Slide 11: Small Businesses Are Essential to U.S. Domestic Industrial Base
Small Businesses Are Essential to U.S. Domestic Industrial Base What Needs to Happen to Revitalize Defense Production? For personal use only The Market for Small Provide predictable and transparent demand signals to private industry Businesses is Substantial Streamline acquisition and procuremen
Slide 12: Advanced Materials
For personal use only 03 Advanced Materials
Slide 13: Advancement of High-Temperature Material Applications
Advancement of High-Temperature Material Applications Benefits of High Temperature Materials For personal use only Heat Resistance Chemical Resistance Durability Resistance to corrosion Ability to withstand Long lifespans and chemical extreme temperatures significantly reduce degradation at high and
Slide 14: Advanced Materials: C103 in Defense and Space Applications
Advanced Materials: C103 in Defense and Space Applications Novel uses of advanced materials & additive manufacturing address thermal protection and propulsion system issues For personal use only Hypersonics Strategic Missiles Space Launch Satellites • First- and • First-, second-, • First- and secon
Slide 15: Demand Signal for High-Temperature Materials
Demand Signal for High- Temperature Materials Estimated AM Powder Demand (Figures in Metric tonnes) For personal use only CAGR ’23E–’28E 204 15% 185 174 140 119 25% US$370 million Total Addressable Market 100 High-Temperature FY2028(1) Material Demand 105 62% C103 Demand, Wrought and 73 Powder 49 26
Slide 16: Advanced Manufacturing
04 For personal use only Advanced Manufacturing
Slide 17: Shortage of Domestic Casting and Forging
Shortage of Market void exists for domestic For personal use only casting and forging activities Domestic U.S. DoD has prioritized casting Global Metal Casting Casting and and forging as one of four focus areas posing a pressing threat to Production is Dominated by Foreign Powers Forging nationa
Slide 18: Additive & Advanced Manufacturing
Additive & Additive Manufacturing (AM) addresses critical requirements Advanced For personal use only that are key in aerospace and defense: Manufacturing Reduced buy-to-fly ratio Reduced time to production More complex geometries Low-volume, high-value Improve material properties Rapi
Slide 19: Additive & Advanced Manufacturing (Cont.)
Additive & Advanced Manufacturing (Cont.) The Casting & Forging Problem Given the domestic lack of resiliency and scalability, the U.S. faces supply chain challenges for components that require large casting and forgings scalability and forge-like material properties For personal use only Demand
Slide 20: Advanced Manufacturing Enables the Future
Advanced Manufacturing Enables the Future Legacy Manufacturing Advanced Manufacturing For personal use only Additive Casting Forging CNC Manufacturing PM-HIP Advantages Well-established technology Well-established technology Well-established technology High-precision parts Near-net-shape p
Slide 21: Who is Amaero?
For personal use only 05 Who is Amaero ?
Slide 22: Three Pillars of Amaero's Business
Three Pillars of Amaero’s Business 1 Who is Specialty Metal Powders For personal use only Production of spherical refractory, specialty Amaero? and titanium powders for the defense, space, aviation and industrial sectors Amaero is a leading U.S. 2 domestic producer of Advanced Manufacturing high-val
Slide 23: Amaero Addresses Critical Gaps in the High-Value Supply Chain
Amaero Addresses Critical Gaps in the High-Value Supply Chain Raw C103 Powder Tier 1 End For personal use only Material Provider Supplier Customer Provider Additive Manufacturing AM PM-HIP Manufacturing Mining Feedstock Refractory & Defense Prime Military Specialty Powder Contractors Branches Produc
Slide 24: Chief Executive and Board
Chief Executive and Board Board of Directors For personal use only Eric Bono Executive Director Omer Granit Non-Executive Hank J. Holland Lieutenant General (Retired) H.R. McMaster Director Chairman & Chief Executive Officer Special Advisor to Chairman and CEO Mr. Holland assumed the role of Chairma
Slide 25: Technical and Operational Leadership
Technical and Operational Leadership Strategic hires of U.S.-based executives leads the “Amaero is fortunate to have attracted some of the pioneering and leading minds in the industry just as the Company shifts its focus technical development and commercialization to operational execution and excell
Slide 26: Amaero's Mission and Milestones
06 For personal use only Amaero’s Mission and Milestones
Slide 27: A Look Back
A Look Back Amaero has achieved strategic milestones over the last 18 months Relocated headquarters to the U.S. Assembled leading technical team in direct response to the macro trends, positioning the company to Prioritized high-value specialty alloys benefit from the new U.S. industrial revol
Slide 28: A Look Ahead: Anticipated Milestones at FY2025
AM Powder Finalize production chemistry and atomization / post-processing parameters for C103 and Ti-64 Commence powder sales of C103, specialty and titanium alloys; Secure multi-year commercial agreements for powder sales A Look Ahead Secure development refractory atomization agreements with
Slide 29: For personal use only
For personal use only
Amaero International — Shaw and Partners Additive Manufacturing Symposium 2024 on 6ix