Amaero Ltd · ASX:3DA
Amaero — Amaero International — Investor Presentation (February 2024)
14 slides from Amaero's investor presentation, Feb 13, 2024
Slide 1: Amaero International Limited Investor Update
For personal use only AMAERO INTERNATIONAL LIMITED (ASX:3DA) Investor Update February 13, 2024
Slide 2: Important notice and disclaimer
Important notice and disclaimer This information has been prepared by Amaero International Limited ACN 633 541 634 (“Amaero” or the “Company”) and does not constitute or form part of, and should not be construed as, an offer, solicitation or invitation to subscribe for, underwrite or otherwise acqui
Slide 3: Fairmont Consulting Completes Market Study
Fairmont Consulting Completes Market Study ▪ C103 Powder Bed Fusion (“PBF”) powder demand expected to grow to 105 tonnes in FY2028 with demand growth estimated at 62% CAGR for 5 year period ending FY2028 — Demand driven by investment cycle in hypersonics, strategic missiles, space For personal use o
Slide 4: Fairmont Market Study Detail
Fairmont Market Study Detail For personal use only The 72-page comprehensive market study and accompanying proprietary market model provides key details and analysis for 550 discrete programs in hypersonics, strategic missiles, space launch and satellite programs – including a granular, program-by-p
Slide 5: Next-Generation Applications
Next-Generation Applications Hypersonics Strategic Missiles Space Launch Satellites For personal use only • Thermal protection • First-, second-, and • First- and second- • Thruster nozzles systems third-stage rocket stage rocket motor of satellites nozzles nozzles • First- and second- • These in-sp
Slide 6: Demand Signals
Demand Signals CAGR (Figures in Kilograms) 203,779 For personal use only 200,000 15% 184,932 173,838 Total High-Temperature Material Demand 150,000 140,466 25% Total C103 Demand, 118,637 Wrought and Powder 100,341 100,000 Total AM C103 Demand 105,385 62% 50,000 73,418 48,778 25,562 9,567 13,979 2023
Slide 7: Planned Production Capacity
Planned Production Capacity Estimated Total Steady- Annual 17 92 193 398State Production Production EIGA #3-4 Production Commences Q1-Q2 FY2027 For personal use only Steady-State Production as of Q4 FY2028 EIGA #2 Production Commences (Q2) 101 101 101 Production across Amaero’s current and planned f
Slide 8: Specialty is Our Focus
Specialty is Our Focus Estimated Additive Manufacturing Powder Demand Commentary (Figures in millions of kg) For personal use only • Positioned as largest U.S. 0.91, 3% domestic, agile and scalable Amaero producer of specialty AM 3.86, 12% powder. Material Feedstock Price Est. Market Price 3.27, 10%
Slide 9: Specialty Drives Higher Revenue
Specialty Drives Higher Revenue Estimated Revenue Contribution by Alloy Commentary For personal use only • Price factor estimates the price of C103 Allocated Production, Price Factor Weighted Revenue Resulting Revenue Assumption (relative to Ti-64) Contribution Contribution and specialty alloy versu
Slide 10: Leading Yield of PBF
Leading Yield of PBF For personal use only Next-Generation EIGA Premium Decades of Industry Leadership and Experience Process and Parameter Optimization Know-How ~2x Expected Higher PBF Powder Yield 9
Slide 11: Shifting the Cost Curve
Shifting the Cost Curve Illustrative C103 PBF Powder Price Reduction Commentary For personal use only Ti-64 C103 • Powder cost as a percentage $ % $ % of end part production price increases dramatically for Engineering / Print / Post Processing 9,000 74% 9,000 9% high-value powders PBF Powder 3,100
Slide 12: Planned Capital Investments
Planned Capital Investments Estimated Capital Investment Required to Support Amaero’s Planned Production Schedule Commentary For personal use only $36.3 • Includes facility fit out and capital equipment $11.8 • Estimated capital funding requirements of $76M total through $7.0 FY2027E $17.9 $16.4 • E
Slide 13: Questions
For personal use only Questions
Slide 14: For more information, contact info@amaeroinc.com
For personal use only For more information, contact info@amaeroinc.com
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