Slide 1: Investor Presentation October 2020
For personal use only Investor Presentation October 2020
Slide 2: Disclaimer
Disclaimer For personal use only AML3D Limited (“AML3D” or “the Company”) does not take responsibility The recipient should not rely on any material contained in this presentation as a for any information, statement or representation contained in this presentation statement or representation of fact
Slide 3: Corporate Snapshot
Corporate Snapshot For personal use only CORPORATE SNAPSHOT – 26.10.2020 BOARD OF DIRECTORS ASX Code ASX:AL3 Stephen is an experienced corporate professional. He was Stephen Gerlach AM formerly the Chairman of Santos Ltd, Elders Ltd, Equatorial Mining Non-Executive Chairman Share Price $0.46 Ltd, Ch
Slide 4: Placement to Accelerate Growth
Placement to Accelerate Growth For personal use only Placement Details Use Of Funds • AML3D® raised A$7.0m via a Placement to new and existing New funds from the Placement are to be applied to further strengthen institutional and sophisticated investors* the balance sheet, enabling AML3D® to aggress
Slide 5: Investment Highlights
Investment Highlights For personal use only Commercialisation Commenced Capitalised for Growth Contracts executed across various sectors and a growing Strong cash position combined with a lean operating late stage opportunity pipeline. Customers include structure positions AML3D® well to service str
Slide 6: Corporate Timeline
Corporate Timeline For personal use only 2014 2015 2016 2017 2018 2019 2020 AML3D®, WAM®, WAMSoft®, ARCEMY® are all registered trademarks for AML3D Limited. © AML3D® 2020. All rights reserved. 5
Slide 7: Market Outlook
Market Outlook For personal use only Additive Manufacturing Market Outlook The highly disruptive additive manufacturing market is estimated to grow 40 at a CAGR of 17.7% during the forecast period 2019 – 2027 35 • Additive manufacturing market grew to US$1 billion over the first 20 years, proceeding
Slide 8: WAM: Advantages of Our Tech
WAM®: ADVANTAGES OF OUR TECH For personal use only WAM® vs Typical Subtractive Technology: WAM® vs Powder Additive 3D Technology: • Builds objects via sequential layers of metal • Certified Additive Manufacturing process • Stronger than cast or forged parts • Certified feed stock that is affordable
Slide 9: AML3D Certifications
AML3D® Certifications For personal use only In 2018, AML3D® became the first wire In 2018, AML3D® became AML3D® complies with the globally In 2019 AML3D® became arc manufacturing facility globally to ISO 9001 compliant accepted American Welding Society bizSafe Level 3 certified by receive an “Additi
Slide 10: WAM: Stronger than Forged
WAM®: Stronger than Forged For personal use only WAM® parts stronger than forged equivalents • Independent testing* found, WAM® printed high strength steel presents: • c.30% higher ultimate tensile strength (UTS) than the applicable global standard; and • c.10% higher UTS than the same steel compone
Slide 11: ARCEMY metal 3D printers
For personal use only ARCEMY® metal 3D printers AML3D® provides certified, portable systems integrated with WAM®, welding robotics and patented software, WAMSoft®, to print complex metal products more efficiently. Available for sale or lease in small, standard and large sizes with single or multi ro
Slide 12: Target Markets
Target Markets For personal use only Marine Aero & Defence General Manufacturing Mining, Oil & Gas • Housings • Seat frames • Machine tool dies • Mining hardware • Propellers • Cabin frames • Rail rolling stock • Valves and connectors • Shafts • Shields • Wheels and wear components • In-situ repairs
Slide 13: Business Model
Business Model For personal use only LICENSING, SERVICE & CONTRACT MANUFACTURING ARCEMY® SALES CONSUMABLES SUPPLY MAINTENANCE OPTIMISATION • Fee for Service manufacturing for • Ongoing annual service fee, • Mobile 3D printing modules • Key agreements with major global customers including training, s
Slide 14: Partnership: AdditiveNow
Partnership: AdditiveNow For personal use only Strategic partnership to accelerate growth • Agreement executed - AML3D® entered Strategic Partnership with Worley Limited’s (Worley) additive manufacturing joint venture, AdditiveNow • Mineral testing program commenced to provide valuable technical ins
Slide 15: Customer Pipeline
Customer Pipeline For personal use only AML3D® continues to experience strong demand for its services, with a large number of customers 50+ across various sectors progressing through the verification cycle towards commercial contract manufacturing agreements. Initiated discussions Customers currentl
Slide 16: Defence: Body Armour
Defence: Body Armour For personal use only AML3D® to develop Next Generation, ‘Made-to-Fit’ Titanium Body Armour • Initial ballistics testing - Successful • AML3D® printed titanium test components returned excellent results from analysis and ballistics testing • Results provided a path to product de
Slide 17: Defence: New Armour Systems
Defence: New Armour Systems For personal use only AML3D® to expand its armour system offering • AML3D® has attracted inbound interest to develop additional armour systems • AML3D® to apply advanced IP to develop: • Ballistic body armour systems • Blast resistant body armour systems • Ballistic and b
Slide 18: Defence: Austal
Defence: Austal For personal use only AML3D® expands its marine presence with Austal • AML3D® has executed a contract with Austal Limited (ASB:ASX) (‘Austal’) to develop components for maritime defence applications • First project: The design and manufacture of a next generation lifting device that
Slide 19: Marine: 3DPC Propeller
Marine: 3DPC Propeller For personal use only AML3D® delivers propeller to 3D printing corporation (3DPC) • AML3D® designed and manufactured a stainless-steel grade 316L propeller for one of 3DPC’s clients • The ‘showpiece’ propeller to demonstrate the advantages of AML3D®’s WAM® technology over trad
Slide 20: Partner: ST Engineering
Partner: ST Engineering For personal use only AML3D® initiates Singaporean operations • First ARCEMY® module delivered to ST Engineering in June under a “rent to buy” agreement • AML3D® retains the right to use 50% of the ARCEMY® module’s capacity through the ‘rent’ period • Access to the module is
Slide 21: Key Growth Objectives
Key Growth Objectives For personal use only PHASE 1 PHASE 2 PHASE 3 2018/2019 2020 2021 Completed In Progress • Manufacturing facilities offering • Expand Australian 3D printing Bureau • Commission office in Singapore to services to global and domestic market supply key Marine markets • Convert prot
Slide 22: Facilities
Facilities For personal use only AUSTRALIAN FACILITY (ADELAIDE) SINGAPORE FACILITY (TO BE ESTABLISHED) AML3D® has relocated to a new facility to accommodate planned AML3D® to establish a Singapore contract manufacturing centre growth and consolidate manufacturing operations: in order to provide a ra
Slide 23: Investment Summary & Catalysts
Investment Summary & Catalysts For personal use only ✓ AML3D® is the first wire arc manufacturing facility Upcoming catalysts globally to receive an “Additive Manufacturing • Near term customers program catalysts: Facility Qualification” from Lloyds Register • Lightforce – Progression of body armour
Slide 24: Thank you
Investor Presentation For personal use only Thank you