Aml3d Ltd · ASX:AL3
Aml3d — Investor Presentation (April 2022)
26 slides from Aml3d's investor presentation, Apr 7, 2022
Slide 1: Investor Presentation April 2022
For personal use only Investor Presentation April 2022
Slide 2: Disclaimer
Disclaimer For personal use only AML3D Limited (“AML3D” or “the Company”) does not take responsibility for The recipient should not rely on any material contained in this presentation as a any information, statement or representation contained in this presentation statement or representation of fact
Slide 3: Investment thesis
Investment thesis A technology enabled, disruptor of the metal manufacturing industry For personal use only • Proprietary, Industry 4.0 • Well positioned in Wire Additive Manufacturing the fast growth additive technology manufacturing market • Creates significant value • Global market to customers i
Slide 4: Agenda
For personal use only Agenda • Introduction • AML3D Technology Advantage • Growth Strategy • Leadership and Culture • Summary © AML3D® 2022. All rights reserved
Slide 5: Industrial scale 3D metal printing
For personal use only Industrial scale 1,290 mm 3D metal printing 540 mm Proprietary, Industry 4.0 Wire Additive Manufacturing technology for industrial scale 3D metal printing solutions Marine industry: Panama chock Australian Patent 2019251514. AML3D®, WAM®, WAMSoft®, ARCEMY® are all registered tr
Slide 6: Stronger cost-effective components
Stronger properties to achieve lighter, more durable products that For personal use only require less maintenance, and improve efficiencies Radius 290 mm Stronger cost-effective components WAM® technology — up to 30% stronger than cast or forged parts* * Independent NATA testing Marine industry: pro
Slide 7: On-demand 3D metal printing
For personal use only On-demand 3D metal printing Proprietary ARCEMY® units enable cost and time effective in-house 3D metal printing WAM® printing directly from AML3D or alternatively customers purchase ARCEMY® units for in-house use and print on-demand ARCEMY® is a medium to large scale metal 3D p
Slide 8: Market opportunity
Market opportunity AML3D WAM® technology is market leading in the For personal use only large-scale 3D metal printing sector Expected growth rates in Additive Manufacturing Key Target Markets by Metals and Product Summary 7 (AM) markets • 3D Metal Printing: CAGR of ~24% to $738.8m by 2025 1 Industry
Slide 9: Multiple revenue streams
Multiple revenue streams AML3D WAM® technology delivers high value For personal use only manufacturing solutions Contract manufacturing ARCEMY® unit sales • Design, prototype, testing • Provide cost and time and manufacturing at effective in-house 3D metal scale, on a fee for service printing at poi
Slide 10: Customer conversion
Customer conversion Converting opportunity to revenue For personal use only Engagement Prototype Testing Contract Revenue Initial engagement Design components Stringent and Negotiate project Sustainable and through sales that meet customers intensive testing of T&C’s to deliver ongoing revenue funct
Slide 11: Multiple markets
Multiple markets AML3D address multiple sophisticated and geographically diverse markets For personal use only • Numerous points of entry into market – end user, OEM • Continue to develop Energy and Oil & Gas sectors Energy & Oil & Gas as primary markets by leveraging proven technology Renewables an
Slide 12: AML3D Technology Advantage
For personal use only AML3D TECHNOLGY ADVANTAGE
Slide 13: Wire Additive Manufacturing – WAM®
Wire Additive Manufacturing – WAM® AML3D WAM® technology disrupts traditional industrial cast, forged For personal use only and billet metals STRONGER FASTER MORE EFFICIENT MORE PRODUCTIVE CERTIFIED Higher quality Up to 75% faster3 Up to a 70% cost 50% more resistant A proven, components that are th
Slide 14: Improving environmental & sustainability outcomes
Improving environmental & sustainability outcomes AML3D WAM® technology is more cost effective and sustainable For personal use only 90% 80% ~ 87% REDUCTION IN LESS WASTE2 REDUCED EMISSIONS MANUFACTURING SPACE1 Produce higher quality Waste reduction compared to Emissions are reduced by industrial sc
Slide 15: Growth Strategy
For personal use only GROWTH STRATEGY
Slide 16: Growth drivers
Growth drivers Generating value over three time horizons For personal use only Immediate Medium Longer-term • Develop contract • Entry into the US and European • Commercialising R&D manufacturing opportunities markets via partnerships and projects to deliver branded with major global customers in jo
Slide 17: Immediate value drivers
Immediate value drivers Over $2 million of FY2022 revenues from contracts in hand For personal use only Oil & Gas industry ARCEMY® unit sales Repeat orders World’s largest 3D printed May/June 2022 • From existing customers such subsea high pressure • up to 3-4 unit sales as ThyssenKrupp Oil & Gas co
Slide 18: Medium term value drivers
Medium term value drivers Marine, Oil & Gas, Defence, Aerospace and Space For personal use only Oil & Gas Space / Aerospace / Space Oil & Gas • Repeat parts manufacturing contract for Aerospace • North American Aerospace contract Thyssenkrupp to metal print specialised, high • Several high-volume co
Slide 19: Longer-term value drivers – R&D
Longer-term value drivers – R&D Investing in new products, processes and markets For personal use only Adding value to grow Potential for AML3D Access new maintenance technology margins branded wire feedstock and repair markets sales • Create high strength, • Create feedstock that doesn’t • Develop
Slide 20: Longer-term value drivers – R&D
Longer-term value drivers – R&D Investing in new products, processes and markets For personal use only New stronger, lighter, Creating integrated IP/Patent updates thermal and radiation printing and final • EU and USA patent resistant alloys machining solutions examinations are in process, with the
Slide 21: Summary
For personal use only SUMMARY Facility Open Day & Tour
Slide 22: AML3D – Creating shareholder value
AML3D – Creating shareholder value Disruptive technology with multi-phase strategic growth plan For personal use only Proven, certified, New contracts in Marine, Qualified and capable patented technology Aerospace & Defence and leadership team driving delivering better industrial Space add new reven
Slide 23: Thank you
For personal use only THANK YOU
Slide 24: Appendix
For personal use only APPENDIX
Slide 25: Board and key management
Board and key management For personal use only Leadership with a broad and global skill set Sean Ebert Leonard Piro Andrew Sales Christine Manuel Hamish McEwin Non-Executive Chairman Non-Executive Director Managing Director Company Secretary CFO (Interim) Sean has over 25 years of Former Deputy Chie
Slide 26: Culture aligned with sustainable returns
Culture aligned with sustainable returns AML3D values drive innovation and desire to exceed customer expectations For personal use only Vision Mission Values Utilise new technologies to Enable clients to become • Integrity pioneer and lead metal additive globally competitive by helping • Collaborati