Titomic Ltd · ASX:TTT
Titomic — Investor Day (March 2022)
24 slides from Titomic's investor day presentation, Mar 22, 2022
Slide 1: Titomic Investor Day
Titomic Investor Day 22 March 2022
Slide 2: Agenda Speakers
Agenda Speakers Registration 9.45 am Herbert Koeck Managing Director Overview & Strategy Presentation 10.00 am Colin Horman Application Development 10.30 am Head of Strategy Execution Break 11.30 am Max Osborne Safety Briefing & Factory Tours 11.45 am Head of Engineering Regroup 12.15 am Dominic Par
Slide 3: Titomic Overview
Titomic Overview Herbert Koeck Managing Director Klaas Rozema General Manager Titomic Europe
Slide 4: Titomic
Titomic • Founded in 2014 to optimise and commercialise a new type of additive manufacturing process, developed with the CSIRO, using cold-gas spraying of metal particles to produce 3D structures • This patented process is known as Titomic Kinetic Fusion (TKF), which Titomic has exclusive rights to
Slide 5: Superior speed and size
Superior speed and size Titomic Kinetic Fusion (TKF) Key attributes of the TKF process • Exclusive rights to commercialise a new form of cold spray additive Speed manufacturing developed with CSIRO • Up to 3x faster than other Additive Manufacturing (AM) processes • This process, called Titomic Kine
Slide 6: Certifications
Certifications Over the last two years Titomic has put substantial resources into achieving a variety of key certifications in preparation for supply to the Aerospace sectors and is ISO27001, ISO9001 and AS9100D certified. 6
Slide 7: Titomic Kinetic Fusion (TKF) Systems
Titomic Kinetic Fusion (TKF) Systems Unmatched value, certainty and confidence TKF1000 TKF9000 Aerospace Less welding Less material and forming than billet Better buy-to-fly Minimal ratio machining Defence Lighter and faster Large single piece manufacturing geometries Minimal For multiple fabricatio
Slide 8: Titomic Europe
Titomic Europe • Titomic acquired Dycomet in December 2021 • European OEM of Cold-Spray Equipment • Industry leader, established in 2006 • Services 10+ industries (Rail, Mining, Automotive, Transport, Off-shore, Defence, Aerospace, Energy…) • Over 70 machines sold in the last 5 years to customers in
Slide 9: Low Pressure Cold Spray (LPCS) Systems
Low Pressure Cold Spray (LPCS) Systems D523 ISB Series Unmatched value, certainty and confidence Repairs and Coatings No welding Minimal machining Geometry Repair Fast Minimal fabrication • Modular portable repair system • Robotic or Linear Systems • Designed for robotic or manual repair and • Autom
Slide 10: Industrialisation Index
Metal Additive Manufacturing Maturity Index 5 Laser Beam PBF Time until industrial use Current industrial use Less than 2 years Wire Plasma Arc ED Electron Beam PBF Cold Spray continues to mature 4 2 to 5 years Wire Laser Deposition Powder Laser Beam ED towards widespread industrial use More than 5
Slide 11: Strategic Assessment
Strategic Assessment Colin Horman – Head of Strategy Execution
Slide 12: Past Application Candidates
Past Application Candidates A mile wide and an inch deep… but great learnings Machine Sales Sculptures Armoured Structures Applications explored Material Trials Radiation Shielding Powder Sales Ballistic Places Powders Smart Pipes Material Trials Mining Spindles Machine Sale to Research Supplier Mac
Slide 13: Journey from concept to production
Journey from concept to production Our methodology for providing solutions to our customers Commercial • Commercial • Market alignment • Financial Model • Agreements Maturity conceptualisation • Business model development • Initial contracts or finalised • Market assessment • Regulatory requirements
Slide 14: Framework for manufacturing & commercial assessments
Framework for manufacturing & commercial assessments Manufacturing Readiness Level Commercial Maturity Scale Level (based on US DoD MRL Deskbook) (in-house measure) Manufacturing Implications 1 Basic commercial concept identified. Manufacturing concepts 2 Market Awareness Proof of concept 3 Technolo
Slide 15: Strategic Application Pillars
Strategic Application Pillars Results of the assessment lead to these focus areas Additive Manufacturing Coatings Glass Equipment Coatings Titanium Structures Radiation Shielding Grid Stiffened Structures Coating & Repair Weapon Barrels Induction Cookware MWT Solar Panels Silver Connectors Chrome Co
Slide 16: Commercial Maturity and Manufacturing Readiness
Commercial Maturity and Manufacturing Readiness Illustrating the readiness of Titomic’s strategic application pillars 10 Additive Manufacturing Overall Readiness Glass Equip. Coating Coatings 8 Focus Applications Near Barrels Commercial Deployment Once an application is approaching a score Tooling o
Slide 17: Selected Focus Applications
Selected Focus Applications Max Osborne Head of Engineering Klaas Rozema General Manager Titomic Europe Dominic Parsonson Head of Sales
Slide 18: Barrels
Barrels Technology Progress • Repkon and Titomic are working together to • Repkon JV agreement being negotiated manufacture barrels • Demonstrator barrels supplied • The process combines the TKF system and Repkon’s • Qualification of demonstrators underway patented free flowforming technology • Furt
Slide 19: Glass Equipment Coatings
Glass Equipment Coatings Technology Progress Titomic Europe has developed a system to coat glass • R&D System has been trialed in multiple locations mould equipment. The system can automatically • First production system to be delivered in 2022 recognise mould shapes and produces a robot path for co
Slide 20: Tooling
Tooling Technology Progress • Titomic AM Face plates offer numerous benefits • Neos JV agreement being negotiated including • Demonstrator faceplates supplied • Improved lead time • Further JVs being explored globally • Near net shape – Minimal post-production and machining • Lower porosity than cas
Slide 21: Coating and Repair
Coating and Repair Technology Progress Cold spray technology is being used to repair corroded • Titomic Europe has a range of products available metal components or replace damaged geometries • Titomic Australia is deploying systems and services regionally Titomic Europe has developed the cost effec
Slide 22: Radiation Shielding
Radiation Shielding Progress Technology • Application developed through the MMI Space Grant Satellites and Spacecraft are exposed to large doses of with design and analysis capability now developed to go-to-market with product and service radiation which can destroy sensitive electronics and compone
Slide 23: Titanium Structures
Titanium Structures Technology Progress • Rapid manufacturing of parts with significantly • Commercial applications using Green Titanium underway with major manufacturers to explore less material and process steps utilising Green commercial applications Titanium • Mechanical test program progressing
Slide 24: TITOMIC
TITOMIC Titomic Limited 3/270 Ferntree Gully Road, Notting Hill, Victoria 3168, Australia PO BOX 225, Mount Waverley, Victoria 3149, Australia info@titomic.com | titomic.com