Aml3d Ltd · ASX:AL3
Aml3d — Shareholder Meeting (November 2021)
18 slides from Aml3d's shareholder meeting presentation, Nov 19, 2021
Slide 1: Annual General Meeting 2021
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Slide 2: Chairman's Address
Chairman’s Address
Slide 3: AML3D Strategic Plan
AML3D Strategic Plan VISION MISSION VALUES We utilise new technologies to We partner with our clients to enable Integrity pioneer and lead metal additive them to become globally competitive. Collaborative manufacturing globally. We do this by helping them establish Can Do industry 4.0 capability thr
Slide 4: Multiple Business Streams
Multiple Business Streams CONTRACT ARCEMY® UNIT WAMSOFT® RESEARCH MANUFACTURING SALES LICENSING & TECHNOLOGY • Fee for Service • High demand for in-house • Annual service fee, including • Optimising process and feedstock alloys • Production of specialist parts 3D printing capability training, softwa
Slide 5: Customer Journey
Customer Journey FROM 6 MONTHS TO 2 YEARS MILESTONE ENGAGEMENT TESTING CONTRACT Initial engagement Stringent and intensive testing Successful testing delivers through approaches or of product to prove its strength material long-term contract for targeted marketing and capability, compliance to impro
Slide 6: Market Opportunity
Market Opportunity Global Additive Manufacturing Market Size (US$bn)1 70 Additive manufacturing market expected to grow at a CAGR of 29.5% to 2026 60 63 50 • Market size increase estimated at US$63 billion Market Size (US$bn) by 20262 40 CAGR 29.5% • AML3D’s WAM® technology poised to capture 30 mark
Slide 7: Peer Comparisons
Peer Comparisons EV Customer Receipts (A$mil) Enterprise Value vs FY21 Receipts from Customers* (A$mil) 90 1.4 Millions 80 1.2 70 1 60 0.8 50 40 0.6 30 0.4 20 0.2 10 0 0 Amaero Titomic Aurora 3D MetalForge AML3D *Enterprise Value sourced from S&P Capital IQ as of 25/10/21, customer receipts from Jun
Slide 8: Foundation for success and returns in place
Foundation for success and returns in place PEOPLE Board and management with a broad and global skill set WAM® TECHNOLOGY Market disrupting through Patented technology ahead of peers and CAPABILITY traditional approaches SUSTAINABLE The best technical minds Best technical minds that have built SHARE
Slide 9: Managing Director's Address
Managing Director’s Address
Slide 10: Why AML3D?
Why AML3D? Front runner in a disruptive multi-billion DISRUPTIVE $ market targeting global expansion CERTIFICATIONS Key certifications (including ISO 9001 and Lloyd’s Register, DNV-GL) and IP in place Foundation customers secured to deliver KEY CUSTOMERS long-term contract revenue ARCEMY® unit sales
Slide 11: WAM: Advantages of Our Technology
WAM®: Advantages of Our Technology WAM® Technology vs WAM® Technology vs Typical Subtractive : Powder Additive 3D : • Up to 30% stronger than cast • Greater ability to penetrate or forged parts global markets and sectors • 75% faster customisation • Larger range and availability without tooling inve
Slide 12: ARCEMY Sales Penetrating Target Markets
ARCEMY® Sales Penetrating Target Markets ARCEMY ® Units a Catalyst for Sector Advancement Internationally & Domestically • Units delivered to engineering and manufacturing firms in both Singapore and Australia • Providing foothold into APAC region and establishes brand awareness internationally • Me
Slide 13: Moving into Space Exploration
Moving into Space Exploration Strong aerospace production pipeline being built with key aerospace companies • AML3D to supply a specialised WAM® 3D printed part to a leading North American aerospace manufacturing company • The bespoke prototype part will be made of a high nickel alloy AGM 19 Novembe
Slide 14: Breakthrough in Wire Feedstock
Breakthrough in Wire Feedstock Exciting Opportunities in Wire Additive Manufacturing (WAM®) • Progress from Deakin University contributes to the development of a new, high strength, aluminium-scandium wire feedstock for WAM® • New alloy with AML3D’s technology will provide a clear competitive advant
Slide 15: Factory of the Future with BAE Systems
Factory of the Future with BAE Systems Joining BAE’s and Flinders University’s Research & Development Facility • Joining a global leader in defence and collaborating highlights the best-in-class technology AML3D has built • Joint Research Program with Flinders University to investigate corrosion res
Slide 16: Next Generation Printing Technology
Next Generation Printing Technology Next-Generation Hybrid Printing is 5x Faster than Existing Printers • Twin wire technology further improves machine productivity to reach 30 kilograms per hour for larger scale components • Hybrid ARCEMY® combines WAM®/final machining software and allows for “one-
Slide 17: Current Customer Pipeline Selected Examples
Current Customer Pipeline Selected Examples FY21 FY22 FY23 FY24 Contract Manufacturing – Aerospace and Defence Lightforce Boeing Defence Engineering Defence Engineering Contract Manufacturing – Maritime Keppel BAE/ASC Marine/Defence Contract Manufacturing – General AdditiveNow General Engineering Hi
Slide 18: Disclaimer
Disclaimer AML3D Limited (“AML3D” or “the Company”) does not take responsibility The recipient should not rely on any material contained in this presentation for any information, statement or representation contained in this presentation as a statement or representation of fact. No recipient should