Titomic Ltd · ASX:TTT
Titomic — Investor Presentation (June 2019)
24 slides from Titomic's investor presentation, Jun 25, 2019
Slide 1: Titomic Limited Investor Update June 2019
Titomic Limited (ASX: TTT) Digital Manufacturing Solutions Investor Presentation Investor Update June 2019 June 2019
Slide 2: Disclaimer
Disclaimer This presentation has been prepared by Titomic Limited ACN 602 793 644 (“Titomic” or the “Company”) to provide summary information about Titomic and their activities as at the date of this presentation. The information in this presentation is of a general nature and does not purport to be
Slide 3: ASX Announced Project Status
ASX Announced Project Status Previously announced projects have all been initiated with some now moving into next phase of production trials after successful results from Phase 1 testing. Significant revenue opportunities exist for 2019 from both the TAUV soldier systems project and the Boeing aeros
Slide 4: Current Projects - Aerospace
Current Projects - Aerospace The Aerospace industry continues to engage Titomic for future capability around Titanium Aerospace structural parts made with Titomic Kinetic Fusion (TKF) due to the considerable benefits TKF has over other 3D metal Printing limitations of build size and speed. It must b
Slide 5: Current Projects - Defence
Current Projects - Defence Defence Industry continues to engage Titomic for both immediate and future capability around Titanium and other super alloy lightweight parts and coatings made with Titomic Kinetic Fusion. Titomic is working closely with global defence primes to de-risk their R&D projects
Slide 6: Current Projects - Defence
Current Projects - Defence Continued from previous page Client Project Schedule Opportunity Spanish Defence Prime Classified Phase 1 & 2 completed. Verified TKF process USA - Defence Tier 1 Titomic USA Sales & Distribution Scoping initial MOU Titomic USA Sales & Distribution TKF Bureau OEM productio
Slide 7: Current Projects - Mining
Current Projects - Mining Titomic is continuing to gain the interest of the Mining industry sector for its various applicable applications with the nearest term revenue opportunities existing for the coating of existing mining assets to improve their wear protection and strength. Opportunities also
Slide 8: Current Projects – Consumer Goods
Current Projects – Consumer Goods Titomic has progressed a number of Consumer Goods opportunities to the next level include previously announced projects we’re undertaking with Trek Cycles and Callaway Golf. The recently commenced Phase 2 of the Trek project will see Titomic deliver up to 18 differe
Slide 9: Current Projects – Government
Current Projects – Government Titomic has been approached by a number of government departments both locally and overseas to establish new programs to build TKF Melbourne-style bureaus to bring TKF production capabilities to their local regions to service their market and explore applying the additi
Slide 10: Current Projects – Transport & Other
Current Projects – Transport & Other Titomic is in Phase 1 trial for Titanium automotive wheels for luxury cars, this is an exciting project as currently there is no manufacturer due to the traditional process of manufacturing Titanium wheels being too expensive and timely. The TKF trials have shown
Slide 11: Melbourne TKF Bureau Update
Melbourne TKF Bureau Update TKF Melbourne Bureau is a digital manufacturing solutions centre for metal additive manufacturing. Titomic leads the way in digital manufacturing for various industries with our unique capabilities that are cost competitive with traditional manufacturing. Titomic Kinetic
Slide 12: Titomic Value Proposition
Titomic Value Proposition Titomic Kinetic Fusion (TKF) provides a commercially viable digital manufacturing solution to overcome the technical and economic constraints in additive manufacturing to revolutionise the metal manufacturing industries to enable smart factories and future sustainability of
Slide 13: New Global Demand for Titanium Products in US $4T Metal Industries
New Global Demand for Titanium Products in US $4T Metal Industries • Current global additive manufacturing (AM) market is USD$10B pa with metal AM approx. USD$3B pa of this total. The global demand for Titanium products manufactured more efficiently with metal AM is growing exponentially beyond aero
Slide 14: Titomic Global Intellectual Property Position
Titomic Global Intellectual Property Position Patent portfolio covers TKF and incorporates new IP exclusively licensed from CSIRO Titomic Kinetic Fusion process Pipe Manufacturing & Load bearing structures Continuous Pipe Processes IP Description • Application of cold-gas dynamic spraying of • Proce
Slide 15: Revenues Satisfying A High-Growth Market
Revenues Satisfying A High-Growth Market • Multiple revenue streams leading to strong reoccurring revenues Engineering Design Advisory & Prototype Services Advisory & Prototype Technical Lab OEM Production of Customer Products at Titomic Bureaus OEM Manufacture Titomic Bureau Expansion Sales of TKF
Slide 16: Revenue Channels and Growth from Strategic Investment Partnerships
Revenue Channels and Growth from Strategic Investment Partnerships Multiple strategic projects to grow Titomic’s global standing and capability for multiple revenue channels Global Technical Collaborations (OTC, GE, CSIRO, RMIT, Swinburne, ANSTO) World First Laboratory (Zeiss) Technical Lab - - - 6
Slide 17: Appendices
Appendices
Slide 18: Titomic Ahead of AM Manufacturing Trends
Titomic Ahead of AM Manufacturing Trends • Titomic is acting on the main trends identified by industry peers Digital manufacturing at scale requires the repeatability and Processes & quality exceeding quality of parts to rival that of injection moulding traditional fabrication Achieving industrial g
Slide 19: Company Snapshot
Company Snapshot Meeting global demand: Scale to meet Value proposition: The only viable AM Global IP: Patents licensed exclusively significant global demand for Titanium process to manufacture with Titanium from CSIRO for Titomic Kinetic Fusion™ products from industries effectively and economically
Slide 20: Strategic Growth Plan
Strategic Growth Plan • Titomic’s strategic journey is focused on four key factors which will deliver the future growth. Build Global Capacity & Supply Capability Strategic Acquisition & ✓ Commissioning of Bureau Investment (housing the world’s largest & fastest 3D printer) in US, QA & Standards to
Slide 21: Revenues Satisfying Customer Demand
Revenues Satisfying Customer Demand • Differentiated business model reduces barriers to adoption while increasing long tail of revenues Transactional revenues transition to longer term & increasing recurring revenues Transactional Recurring revenue streams revenue streams Repeat runs & OEM productio
Slide 22: Customer Journey with Titomic
Customer Journey with Titomic Titomic service bureau OEM production provides centralised run product manufacturing manufacture for clients Titomic performs Collaboration Results report feasibility tests to Prototype Customer agreement with with cost to validate process manufacture offered: customer
Slide 23: Traditional Metal Fabrication vs TKF
Traditional Metal Fabrication vs TKF • TKF disrupts the inefficient, resource-heavy traditional metal fabrication process unchanged for thousands of years Traditional Metal Raw materials melted Bent (hammering, Assembled (welded, Rolled into a sheet Cut (sawing, shearing) Fabrication in a furnace ro
Slide 24: Digital Manufacturing Solutions
Digital Manufacturing Solutions For further information, please contact: info@titomic.com 1300 108 122 www.titomic.com 24