Amaero Ltd · ASX:3DA
Amaero — Amaero International — Shareholder Meeting (October 2023)
19 slides from Amaero's shareholder meeting presentation, Oct 31, 2023
Slide 1: Annual General Meeting 31 October 2023
For personal use only AMAERO INTERNATIONAL LIMITED (ASX:3DA) Annual General Meeting 31 October 2023 Amaero International Limited (ASX:3DA) 1
Slide 2: Legal disclaimer
Confidential Legal disclaimer: This presentation has been prepared by Amaero International Limited 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 acqui
Slide 3: Transformative progress over the past 100 days
Confidential Transformative progress over For personal use only the past 100 days… Amaero International Limited (ASX:3DA) 3
Slide 4: Share price performance October 2022 – October 2023
Confidential 12 Month Share Price MONTH QUARTER 6 MONTHS 12 MONTHS OCTOBER 2023 Amaero International (ASX:3DA) 14.6% 74.1% 46.9% 186.6% Performance (October 2022 – ASX 200 (3.1%) (8.6%) (6.6%) 0.0% October 2023)1 ASX Small Ordinaries (5.0%) (11.6%) (10.7%) (-6.5%) For personal use only 300.0% 12 Mon
Slide 5: Amaero is at the forefront of America's industrial manufacturing renaissance
Confidential Amaero is at the forefront of America’s industrial manufacturing renaissance. • Set against a complex geopolitical landscape with global supply For personal use only chain disruption, we are witnessing the reshoring of critical manufacturing capabilities to the United States. • Enhancin
Slide 6: Our journey begins with a modern, purpose-built facility in Tennessee
Confidential Our journey begins with a modern, purpose-built facility in Tennessee. • Located at 130 Innovation Drive in McDonald, Tennessee, For personal use only Amaero signed a 15-year lease on 9300-sq-metre building within Spring Branch Industrial Park, a 300-acre dedicated, modern manufacturing
Slide 7: The thriving Tennessee Valley offers a rich regional ecosystem
Confidential The thriving Tennessee Valley offers a rich regional ecosystem. “ • Tennessee has proven to be business-friendly and close to Tennessee is the best state in the nation for companies to succeed, thanks to For personal use only customers, R&D partners, supply chains, skilled employees our
Slide 8: Led by industry pioneers with a proven track record of delivering results
Confidential Led by industry pioneers with a proven track record of delivering results. Executive For personal use only Hank J. Holland Eric Bono Chairman & Chief Executive Officer President & Chief Technical Officer Operations Chris Scanlon Jay Chandran Ken Davis Chief Financial Officer Vice Presid
Slide 9: Advancing national security through critical material production for hypersonic defence
Confidential Advancing national security through critical material production for hypersonic defence. “ • The U.S. is woefully behind its rivals in production of the U.S. in hypersonic weapons “arms race” with China – Reuters For personal use only raw materials needed to enable hypersonic technologi
Slide 10: Our first atomiser will be dedicated to refractory alloy, C-103
Confidential Our first atomiser will be dedicated to refractory alloy, C-103. • Within the refractory and specialty alloy market, Amaero For personal use only distinguishes production by ensuring very high-temperature alloys, such as C-103, are produced without contamination, resulting in the purest
Slide 11: Our distinctive capability of powder metallurgy and NNS-HIP fulfills a pressing demand
Confidential Our distinctive capability of powder metallurgy and NNS-HIP fulfills a pressing demand. “ • The U.S. forging and casting industries suffer from a severe economic Dozens of F-35 fighter jets unable to fly worldwide due to a disadvantage over much lower cost and often lower quality import
Slide 12: High-value milestones moving forward
Confidential High-value milestones For personal use only moving forward…
Slide 13: High-value milestones through year-end, 2024
Confidential High-value milestones through year-end, 2024. • Facility fit out For personal use only • Installation and commissioning of first atomiser • Additional atomisers and ancillary equipment purchases • Offtake and feedstock supply agreements • Quality assurance and certifications Amaero Inte
Slide 14: High-value projected milestones – Facility
Confidential High-value projected milestones – Facility • Finalize Tennessee facility floor plan For personal use only • Place purchase order for second atomiser • Complete fit out for critical production areas • Install and fully commission first atomiser Amaero International Limited (ASX:3DA) 14
Slide 15: High-value projected milestones – Operations
Confidential High-value projected milestones - Operations • Secure our feedstock supply needs For personal use only • All ancillary powder equipment fully commissioned • As-HIP NNS processing equipment fully commissioned • Staffed to allow a single shift of powder and part production Amaero Internat
Slide 16: High-value projected milestones – Commercial
Confidential High-value projected milestones – Commercial • Numerous powder qualification trials in process For personal use only • First offtake agreement for C-103 powder • Multiple orders for As-HIP NNS components • Collaborative research and development agreements (CRADAs) with government lab fo
Slide 17: High-value projected milestones – Quality/Safety
Confidential High-value projected milestones – Quality/Safety • Ensure the safety of everyone who enters our plant For personal use only • Have our internal quality lab fully operational • Complete ISO 9001 certification • Complete AS 9100 certification Amaero International Limited (ASX:3DA) 17
Slide 18: Hank J. Holland, Chairman & CEO
Amaero International Limited (ASX:3DA) For personal use only Hank J. Holland Chairman & CEO hank.holland@amaeroinc.com Amaero International Limited (ASX:3DA) 72
Slide 19: For more information, contact info@amaeroinc.com
For personal use only For more information, contact info@amaeroinc.com
Amaero International — Shareholder Meeting (October 2023) on 6ix