Amaero Ltd · ASX:3DA
Amaero — Amaero International — Investor Presentation (December 2022)
14 slides from Amaero's investor presentation, Dec 22, 2022
Slide 1: Investor Briefing
AMAERO INTERNATIONAL LTD (ASX:3DA) For personal use only Investor Briefing Hank J. Holland Chairman and CEO 22 December 2022
Slide 2: Disclaimer
DISCLAIMER For personal use only This presentation has been prepared by Amaero International assessment of the information and seek legal, financial, performance, prospects, growth or opportunities and the Limited ACN 633 541 634 (“Amaero” or the “Company”) and does accounting and taxation advice ap
Slide 3: Joint venture agreement signed for additive manufacturing and powder production in the Middle East
AMAERO ‘ADDITIVE MANUFACTURING ASK Release 12 December 2022 Joint venture agreement signed for additive manufacturing and powder production in the Middle East Highlights: ‘+ Binding joint venture agreement with Rabdan Industries PLC, an affiliate of Ethmar Holdings, for additive manufacturing and po
Slide 4: Binding joint venture agreement with Rabdan Industries
For personal use only “Amaero International Limited (“Amaero”), (the “Company”) (ASX:3DA) has signed a binding joint venture agreement (JV Agreement) with Rabdan Industries PLC (Rabdan), an affiliate of diversified holding company Ethmar Holdings, for additive manufacturing and powder production in
Slide 5: Joint venture agreement terms and partners
For personal use only • The joint venture agreement is binding and without conditions. • Ethmar Holdings is a diversified holding company with local knowledge and deep relationships. • Rabdan Industries is a newly formed holding company for the purpose of pursuing strategic opportunities that advanc
Slide 6: Estimated Additive Manufacturing Total Addressable Market
ESTIMATED ADDITIVE MANUFACTURING TOTAL ADDRESSABLE MARKET (USD in billions) For personal use only Architectural / Construction Aerospace Other 12% “The JV Agreement provides that Amaero and 17% 4% Rabdan will exclusively partner on additive Government / Military 6% manufacturing and metal powder pro
Slide 7: Geopolitics Drive Strategic Imperative
GEOPOLITICS DRIVE STRATEGIC IMPERATIVE For personal use only Positioning FALCON Advanced Metals as a reliable and integrated source for titanium supply chain CHINA DOMINATES THE TITANIUM RUSSIA SPONGEDOMINATES MARKET THE TITANIUM SUPPLY CHAIN • Russia is the largest supplier of Ti64 to the world, wi
Slide 8: Titanium supply concerns and defense spending responses
Boeing’s Big Bet on Russian Titanium Includes Ties to Denmark to Increase Defense Spending and Phase Out France to Increase Defense Spending in Response to Sanctioned Oligarch Russian Natural Gas Russian Invasion For personal use only “Plane maker has suspended buying the metal from Russia... Boeing
Slide 9: Vertical Integration of Ti Supply Chain
VERTICAL INTEGRATION OF Ti SUPPLY CHAIN For personal use only TITANIUM SPONGE PRODUCTION TITANIUM MELT SHOP TITANIUM MILL – MACHINE – FORGE
Slide 10: FALCON Advanced Metals 50/50 partnership and working capital
For personal use only “The JV Company, FALCON Advanced Metals (FALCON), will be a 50/50 partnership Amaero and Rabdan will contribute working capital between the two companies and will operate as for FALCON Advanced Metals and for the SPVs on a holding company that controls and owns a 50/50 pro rata
Slide 11: Partner contributions and project funding
For personal use only “Rabdan will contribute local knowledge and “Amaero will contribute goodwill, reputation and relationships and has also committed to directly expertise. A licensing agreement is expected to provide funding for capital expenditures at the be signed between FALCON and Amaero for
Slide 12: $300 million flagship project funding scenarios
For personal use only ✓ Rabdan directly funds $300 million of capex. The resulting SPV ownership is 50% Amaero and 50% Rabdan. ✓ Rabdan secures commitment from non- The $300 million Flagship Project in Abu Dhabi is participating, non-equity funding for $300 example of a project that would be structu
Slide 13: A$300 million integrated project scope
For personal use only “The project under consideration by the JV has a capital budget of A$300 million. The integrated project includes: • Applied Engineering, Design and Commercialisation Centre; • Large Format 3D printing; and • Large scale metal powder production that would include seven gas atom
Slide 14: Project update expected and government support
For personal use only The Flagship A$300 million project aligns with the UAE’s priority economic industrialization “Amaero expects to update the market on the initiatives. We have received indications of project, as well as capital commitment(s), in Q3 strong support from leadership at Tawazun, as F
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