Aml3d Ltd · ASX:AL3
Aml3d — Shareholder Meeting (November 2022)
20 slides from Aml3d's shareholder meeting presentation, Nov 23, 2022
Slide 1: Annual General Meeting 2022
For personal use only Annual General Meeting 2022 © AML3D® 2022. All rights reserved. 1
Slide 2: Disclaimer
Disclaimer For personal use only AML3D Limited (“AML3D” or “the Company”) does not take responsibility for The recipient should not rely on any material contained in this presentation as a any information, statement or representation contained in this presentation statement or representation of fact
Slide 3: Experienced board with broad and global skillsets
Experienced board with broad and global skillsets For personal use only Enhanced by appointment of Noel Cornish as Chairman Noel Cornish AM Sean Ebert Leonard Piro Andrew Sales Christine Manuel Chairman, Non-Executive Director Non-Executive Director Non-Executive Director Executive Director, CTO Com
Slide 4: Agenda 2022
For personal use only Agenda 2022 Chairman’s Address – Noel Cornish Chief Executive Officer ’s Address – Ryan Millar Formal Business – Noel Cornish Australian Patent 2019251514. AML3D®, WAM®, WAMSoft®, ARCEMY® are all registered trademarks for AML3D Limited. © AML3D® 2022. All rights reserved. 4
Slide 5: Agenda
For personal use only Agenda Annual Chairman’s General Address Chairman’s Address – Noel Cornish Meeting Chief Executive Officer ’s Address – Ryan Millar Formal Business – Noel Cornish 2022 Australian Patent 2019251514. AML3D®, WAM®, WAMSoft®, ARCEMY® are all registered trademarks for AML3D Limited.
Slide 6: Chief Executive Officer's address
For personal use only z Chief Executive Officer ’s address Chief Executive Officer’s address Australian Patent 2019251514. AML3D®, WAM®, WAMSoft®, ARCEMY® are all registered trademarks for AML3D Limited. © AML3D® 2022. All rights reserved. 6
Slide 7: Building off a strong foundation
Building off a strong foundation Introduction to new CEO, Ryan Millar For personal use only Realising the growth strategy Track record EESI Group (2017 – 2022) Ryan Millar, Chief Executive Officer • 2021 EBIT growth of 300% – revenue growth of 70% • Developed, commercialised and spun-out algorithm I
Slide 8: Leadership in advanced technology manufacturing
Leadership in advanced technology manufacturing A unique and exciting high-tech company For personal use only • AML3D is an advanced manufacturing technology firm that combines sophisticated software, advanced robotics and leading-edge metallurgical science • AML3D’s competitive advantage is its pro
Slide 9: AML3D's proprietary additive manufacturing solutions
AML3D’s proprietary additive manufacturing solutions AML3D’s WAM® technology combines sophisticated software, advanced For personal use only robotics and leading-edge metallurgical science uses WAM® Robotically controlled for precision and accuracy • Combines sophisticated robotics, AML3D’s propriet
Slide 10: FY22 Operational Highlights
For personal use only FY22 Operational Highlights
Slide 11: ARCEMY deployment
ARCEMY® deployment Delivering in-house point of need manufacturing solutions. For personal use only ARCEMY® unit installations • June 2022 – Flinders University and BAE Systems Australia’s “Factory of the Future” in Adelaide • November 2021 – Royal Melbourne Institute of Technology • October 2021 –
Slide 12: Contract manufacturing
Contract manufacturing Developing impressive client base and proof of technology. For personal use only Oil & • Contract for world’s largest 3D metal printed commercial pressure vessel for a US Oil and Gas major Gas • Purchase contract for pressure and corrosion-resistant titanium plunger for a new
Slide 13: R&D projects hitting key milestones
R&D projects hitting key milestones Investing in new products, processes and markets For personal use only Optimising of Scandium Containing Aluminium Alloys Project, to create high strength wire feedstock for AML3D’s WAM® process expected to lead to new applications across the Automotive, Resources
Slide 14: Investment thesis and growth strategy
For personal use only Investment thesis and growth strategy
Slide 15: Investment thesis
Investment thesis A technology enabled, disruptor of the metal manufacturing industry For personal use only • Proprietary, certified, industry 4.0 Wire Additive Manufacturing technology • Creates significant value to customers in industrial scale 3D printing • Multiphase revenue growth strategy • We
Slide 16: Growth drivers
Growth drivers Generating value over three time horizons For personal use only Immediate • Leveraging contract manufacturing wins with global Tier 1 customers across the Oil & Gas, Aerospace, Defence and Maritime sectors Medium • Develop high margin, long tail ARCEMY® deployment and support contract
Slide 17: ARCEMY units to become key growth driver
ARCEMY® units to become key growth driver Meeting customer demand for timely, point of need manufacturing solutions For personal use only ARCEMY® solutions • Supply, support and servicing ARCEMY® units • Generates software licensing and support and training contracts • Enable cost and time effective
Slide 18: Maintaining technology leadership position
Maintaining technology leadership position R&D to drive ARCEMY® unit development and new clients wins For personal use only R&D • Continual development of the WAMSoft® software • ‘Next Generation’ multi-robot, faster deposition ARCEMY® units project. • Design, prototype, testing new, exotic material
Slide 19: Enhanced leadership team
Enhanced leadership team For personal use only Key appointments bring global experience of delivering commercial outcomes Noel Cornish AM, Chairman, Non-Executive Director Noel Cornish AM is one of Australia’s foremost business leaders. Currently Chair of Hunter Valley Coal Chain and Non-Exec Direct
Slide 20: Conclusion
For personal use only Conclusion