Amaero Ltd · ASX:3DA
Amaero — Amaero International — Investor Presentation (February 2025)
34 slides from Amaero's investor presentation, Feb 11, 2025
Slide 1: Investor Presentation Q1 CY2025
For personal use only AMAERO INTERNATIONAL LIMITED (ASX: 3DA) A premium U.S. producer of high-value specialty metal powders & near-net shape parts for mission critical components Investor Presentation Q1 CY2025 Not for release to US wire services or distribution in the United States
Slide 2: Important Notice and Disclaimer
Important Notice and Disclaimer This investor presentation (Presentation) is dated 7 February 2024 and has been prepared by Amaero International Ltd (ACN 633 541 634) (Amaero) in relation to a non-underwritten institutional placement of new fully paid ordinary shares in Amaero (New Shares) which inc
Slide 3: Important Notice and Disclaimer
Important Notice and Disclaimer Future performance and forward-looking statements This Presentation contains certain forward-looking statements. The words “expect”, “anticipate”, “estimate”, “intend”, “believe”, “guidance”, “should”, “could”, “may”, “will”, “predict”, “plan” and other similar expres
Slide 4: Important Notice and Disclaimer
Important Notice and Disclaimer You acknowledge and agree that by accessing this Presentation: • you expressly disclaim any fiduciary, agency, custodial or other legal relationship with the Lead Manager and its Limited Parties, and agree that you are responsible for making your own independent judge
Slide 5: Who is Amaero?
Amaero is pioneering the advanced refractory metals industry… For personal use only … Amaero is a leading U.S. domestic producer of high-value / high- margin refractory, specialty and titanium alloy powder for additive Who is Amaero? and advanced manufacturing of mission-critical components utilized
Slide 6: What Amaero Produces
What Amaero Produces Amaero produces high-value / high-margin metal powder for additive and advanced manufacturing for the most demanding applications and extreme end markets For personal use only Refractory Powders 1 Niobium C103 Specialty Metal Powders ▪ Decades of data in high-temperature ▪ Produ
Slide 7: High Temperature Material Applications
High Temperature Material Applications Benefits of High Temperature Materials For personal use only Heat Resistance Chemical Resistance Durability Resistance to corrosion Ability to withstand Long lifespans and chemical extreme temperatures significantly reduce degradation at high and harsh conditio
Slide 8: Macro Tailwinds
Macro Tailwinds We are witnessing a generational industrial opportunity in reshoring critical industrial base capabilities to the U.S. For personal use only Global Metal Casting Production is ▪ “The fall of the Berlin wall and the peace dividend” lead to a shift from dual-use Dominated by Foreign Po
Slide 9: National Defense Industrial Strategy
National Defense Industrial Strategy The Number of Primes is Decreasing, Raising Resiliency Concerns For personal use only GD Ft. Worth MEL Defense Systems Sanders Associates Lockheed GE Aerospace Business 51 → 5 Martin Marietta Gould (Ocean Systems) GD Space Systems Honeywell (E-Optics) Fairchild W
Slide 10: Strong Demand Growth for High-Temperature Materials
Strong Demand Growth for High-Temperature Materials A$560 million Generational Investment in Defense & Space Total Addressable Market FY2028(1)(2) For personal use only High-temperature materials are expected to grow at a 5-year CAGR of 15% led by generational investments in the defense sector (hype
Slide 11: Amaero Addresses Critical Gaps in the High-Value Supply Chain
Amaero Addresses Critical Gaps in the High-Value Supply Chain Amaero operates at the fulcrum of the reshoring opportunity — building secure, vertically integrated, U.S.-domestic industrial production and supply chains For personal use only Raw Material C103 Powder Tier 1 Supplier End Customer Provid
Slide 12: Amaero's Vision
Amaero’s Vision To be the largest & most For personal use only Capitalize on DoD Reshoring Initiatives & Scale Domestic Productions ▪ Address critical gaps in the vertically integrated defense and industrial responsive U.S. domestic supply chain (DoD laboratories, defense prime contractors and Tier
Slide 13: First Mover Advantage — EIGA Premium Technology
First Mover Advantage — EIGA Premium Technology Next-Generation Electrode Induction Melting Inert Gas Atomizer (“EIGA Premium”) Technology ✓ Best Technology For personal use only ▪ We have the first EIGA Premiums in the U.S. capable of melting refractory C103 and other high temperature alloys ✓ High
Slide 14: Atomizers (EIGAs) Installation & Commissioning
Atomizers (EIGAs) Installation & Commissioning Atomizer #1 For personal use only ▪ Fully commissioned, commercial production underway Atomizer #2 ▪ Expected to be commissioned June 2025 Atomizer #3 ▪ Expected to be commissioned June 2026 Atomizer #4 ▪ Expected in the future Facility has Capacity for
Slide 15: Made in America
Made in America 100,000-sq-ft facility at Spring Branch Industrial Park, Tennessee nearing completion For personal use only ✓ 15-year lease with option to extend additional 10 years ✓ 4 EIGAs planned (room to expand to 5) Strategically Located Economic Customers Talent Advantages ▪ A$1.2 million gra
Slide 16: Strategic Partnership & Offtake
Strategic Partnership & Offtake For personal use only Strategic offtake & preferred supplier agreement with qualification of C103 with ADDMAN Group & its subsidiary Castheon’s technical specifications ADDMAN has a leading market share among Tier 1 additive manufacturers ✓ C103 Qualified for defense
Slide 17: Financial Highlights
Financial Highlights For personal use only ▪ Cash on hand = A$19.5 million(1) ▪ Capital expense budget for FY2025 estimated at A$43 million(2); cumulative capital investment in U.S. plant and equipment through FY2025 is estimated at A$57 million(3) ▪ Expected EBITDA Breakeven in FY2026 ▪ Expected 20
Slide 18: A Look Back
A Look Back Amaero has achieved strategic milestones over the last 18 months ✓ Relocated headquarters to the U.S. in direct response to the macro trends, positioning the company to ✓ Assembled leading technical team benefit from the new U.S. industrial revolution ✓ Prioritized high-value specialty a
Slide 19: A Look Ahead at FY2025
AM Powder ❑ Finalize production chemistry and atomization / post-processing parameters for C103 and Ti-64 ❑ Commence powder sales of C103, specialty and titanium alloys; Secure multi-year commercial agreements for powder sales ❑ Secure development refractory atomization agreements with U.S. A Look A
Slide 20: Chief Executive and Board
Chief Executive and Board ✓ Leading global talent in powder metallurgy and powder production Board of Directors ✓ Strong capital market experience ✓ Deep industry and government relationships For personal use only Eric Bono Executive Director Omer Granit Non-Executive Director Robert Latta Hank Holl
Slide 21: Technical and Operational Leadership
Technical and Operational Leadership Strategic hires of U.S.-based executives leads the “Amaero is fortunate to have attracted some of the pioneering and leading minds in the industry just as the Company shifts its focus technical development and commercialization to operational execution and excell
Slide 22: Key Takeaways
Key Takeaways For personal use only 1 We Expect to be the Largest and Most Responsive U.S.-Domestic Producer of High-Value / High Margin Refractory, Specialty and Titanium Alloy Powders Best Technology Capturing Market Share Modular & Scalable First EIGA Premiums in the U.S. capable Superior yield o
Slide 23: Appendix
For personal use only Appendix 19 (ASX: 3DA)
Slide 24: Shortage of Domestic Casting and Forging
▪ Market void exists for domestic Shortage of For personal use only casting and forging activities Domestic ▪ U.S. DoD has prioritized casting Global Metal Casting Casting and and forging as one of four focus Production is Dominated areas posing a pressing threat to by Foreign Powers Forging nationa
Slide 25: Additive & Advanced Manufacturing
Additive & ▪ Additive Manufacturing (AM) addresses critical requirements For personal use only Advanced that are key in aerospace and defense: Manufacturing ✓ Reduced buy-to-fly ratio ✓ Reduced time to production ✓ More complex geometries ✓ Low-volume, high-value ✓ Improve material properties ✓ Rapi
Slide 26: Additive & Advanced Manufacturing (Cont.)
Additive & Advanced Manufacturing (Cont.) The Casting & Forging Problem ▪ Given the domestic lack of resiliency and scalability, the U.S. faces supply chain challenges for components that require large casting and forgings scalability and forge-like For personal use only material properties ▪ Demand
Slide 27: Advanced Manufacturing Enables the Future
Advanced Manufacturing Enables the Future Legacy Manufacturing Advanced Manufacturing For personal use only Additive Casting Forging CNC Manufacturing PM-HIP Advantages ▪ Well-established technology ▪ Well-established technology ▪ Well-established technology ▪ High-precision parts ▪ Near-net-shape p
Slide 28: Capital Raising
For personal use only Capital Raising Not for release to US wire services or distribution in the United States
Slide 29: Equity Raising Overview
Equity Raising Overview Amaero is raising up to approximately A$22 million via an institutional placement of approximately 73.3 million new fully paid ordinary shares (“New Shares”) comprising: For personal use only • an unconditional component of approximately $20.5 million through the issuance of
Slide 30: Sources and Uses of Funds
Sources and Uses of Funds For personal use only Pro Forma Funding A$m Uses of Funds A$m Cash Balance (as at 31 December 2024) 19.5 Capital equipment purchases 10.5 Equipment required for commissioning of the second atomizer Capital to be Raised 22.0 Completion of fit out and improvements to 130 10.4
Slide 31: Indicative Timetable
Indicative Timetable Event1 Date Trading Halt and Bookbuild Opens Friday, 7 February 2025 For personal use only Book Closes 5:00pm Friday, 7 February 2025 Trading Halt Lifted and results of Placement announced Tuesday, 11 February 2025 Settlement of New Shares under (unconditional) Tranche 1 of the
Slide 32: Appendix A International Offer Restrictions
For personal use only Appendix A International Offer Restrictions
Slide 33: International Offer Restrictions
International Offer Restrictions For personal use only International Offer Restrictions United States This document does not constitute an offer to sell, or a solicitation of an offer to buy, securities in the United States. The New Shares have not been, and will not be, registered under the US Secu
Slide 34: Contact details
For personal use only Amaero Headquarters Investor Relations 130 Innovation Drive MZ Group McDonald, TN 37353 Chris Donovan U.S.A. amaero@mzgroup.us www.amaero.com.au info@amaeroinc.com (914) 352-5853 Investorhub.amaero.com.au 24 (ASX: 3DA)
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