Titomic Ltd · ASX:TTT
Titomic — Investor Presentation (June 2023)
19 slides from Titomic's investor presentation, Jun 26, 2023
Slide 1: The Supersonic Opportunity
Manufacturing innovation made reality The Supersonic Opportunity Additive Manufacturing Company June 2023
Slide 2: Disclaimer
Disclaimer This presentation has been prepared by Titomic Limited ACN 602 793 644 (“Titomic” or the under any circumstances create an implication that there has been no change in the affairs “Company”) to provide summary information about Titomic and their activities as at the of Titomic since the d
Slide 3: What is the vision for Titomic?
What is the vision for Titomic? Shortened supply chains Manufacture on demand from powder Lower cost to manufacture To provide cutting edge capability for production and protection of Manufacture to near net shape parts with high-performance materials, at speed and scale. Increased sustainability Re
Slide 4: What problem is being solved?
What problem is being solved? Titomic shortens supply chains, reduces costs, and increases sustainability and up time What are the problems? Which sectors are How does Titomic targeted? provide solutions? Supply Chain Disruptions due to ongoing and possible conflicts Defence & Aerospace Additive Cos
Slide 5: Titomic targets large, fast growing markets
Titomic targets large, fast growing markets Burgeoning markets Demand for Titomic solutions growing exponentially Defence & Aerospace 2022: $1,076b 5.9% CAGR to 20271 Additive Manufacturing 2020: $12.8b 25% CAGR to 20274 Manufacturing – Glass Packaging 2021: $75b6 4.4% CAGR to 20282 Cold Spray Coati
Slide 6: Leadership with proven industry experience
Leadership with proven industry experience A combined 165 years of cold spray experience across the staff and board Board of Directors Humphrey Nolan Mira Ricardel Andreas Schwer Dag Stromme Richard Willson Non-Executive Chairman Non-Executive Director Non-Executive Director Non-Executive Director N
Slide 7: Titomic Machine/Solutions Portfolio
Titomic Machine/Solutions Portfolio TKF 9000 (Custom) TKF 1000 ISB Series D523 & D623 • High pressure Cold Spray additive • High pressure Cold Spray additive • Low or medium pressure Cold Spray • Low and medium pressure Cold Spray manufacturing and coating manufacturing and coating coating coatings
Slide 8: What do we sell and how do we sell it?
What do we sell and how do we sell it? Systems and consumables, with multiple routes to market Routes to Market System sale to JV company Product Offer Ongoing revenue stream of powders Joint Ventures and consumables Ongoing dividend paid to Titomic from Broad range of machine solutions JV company p
Slide 9: Where are we on the journey?
Where are we on the journey? Completed development and moving to commercialisation Significant Events FY22 5.3 m Revenue 1. CSIRO development 2014 to 2017 2. $6.5m IPO Sep 17 Expectations/Revenue/Share Price Share Price 3. TAUV MoU Oct 18 4. $12m Cap Raise Apr 19 5. Further patents licensed Feb 19 G
Slide 10: What progress has been made?
What progress has been made? Performance to plan with progress across focus applications Category Application FY23 FY2024 FY2025 FY2026 FY2027 FY2027 JV with Repkon signed Production in Australia Armaments Delivery of custom system – TKF3250R Production in JV New product lines added Aerospace & Defe
Slide 11: How mature is Cold Spray?
How mature is Cold Spray? Coatings in industrial use and AM on the cusp 5 Thermal Spray Coatings Widespread industrial use Cold Spray Coatings Powder Bed Cold Spray continues to mature 4 Fusion Wire Arc towards widespread industrial use in Binder Jetting Industrial use Additive Manufacturing Industr
Slide 12: Our rapidly growing trusted global customer base
Our rapidly growing trusted global customer base 12
Slide 13: Wear Resistance
Wear Resistance Titomic maximising uptime Value Proposition Progress • Extending the life of equipment • Installation of first automated commercial production machine • Restoring damaged parts to original • Extending material portfolio to expand applications to • Replacing worn-out or corroded metal
Slide 14: Structures
Structures For lighter stronger titanium components Value proposition Progress • Material optimisation completed for CP Titanium • Affordable titanium structures • Engineering projects underway for technical and • Near-net shape manufacturing manufacturing processes • Low-cost HDH titanium powder •
Slide 15: Armaments
Armaments Titomic enabling high performance barrels Value Proposition Progress • Unique manufacturing solution for high performance • Repkon JV signed barrels • Demonstrator barrels supplied • Qualification of demonstrators underway • The process combines the TKF system and Repkon’s • Machine 1 desi
Slide 16: Tooling
Tooling Titomic enabling a simplified supply chain Value Proposition Progress Offers numerous benefits for our partners and customers • Neos JV agreement signed • Improved lead times • Demonstrator faceplates supplied • Near net shape – Minimal post-production and • Machine design completed and quot
Slide 17: Coating & Repair
Coating & Repair Titomic extending asset life Value Proposition Progress • Unique material solutions for repair • Proven process and materials • Mature solutions platform • Ability to restore geometries • Global sales network with off-the-shelf solution • Repair in-situ • Growing quickly with resell
Slide 18: Unlocking unprecedented potential
Unlocking unprecedented potential Large & expanding market Proven process & industry leading technology • Strong tailwind with additive manufacturing platform market set to grow by 29% to 20251 • Pioneering patented technology • Buoyed by rapid prototyping, faster co-developed with the CSIRO, Austra
Slide 19: Titomic – Head Office
Titomic – Head Office Ground Floor, 365 Ferntree Gully Road Mount Waverley, VIC 3149 Australia Titomic USA 980 S. Amphlett Blvd. San Mateo, California, 94402 USA Titomic Europe It Vegelinskampke 9a 8491 PD Akkrum, The Netherlands info@titomic.com | titomic.com