Amaero Ltd · ASX:3DA
Amaero — Investor Presentation (March 2022)
20 slides from Amaero's investor presentation, Mar 17, 2022
Slide 1: Investor Presentation
For personal use only INVESTOR PRESENTATION ASX:3DA
Slide 2: Disclaimer
DISCLAIMER For personal use only This presentation has been prepared by Amaero International Limited ACN 633 541 This presentation includes forward-looking statements that reflect Amaero’s 634 (“Amaero” or the “Company”) and does not constitute or f orm part of, and intentions, beliefs or current ex
Slide 3: About Us
ABOUT US For personal use only Amaero was established in 2013, to commercialize additive manufacturing of metals and alloys technologies developed by Monash University. Our combination of patented and proprietary optimized alloy powders are uniquely suited to address defense, aerospace, automotive a
Slide 4: Company Timeline
Construction of Titanium Powder Facility (2022) COMPANY TIMELINE Listed on ASX (2019) Construction has begun on a next- gen titanium powder production Expansion of Powder Amaero went public on the Australian facility. Powder will be Manufacturing For personal use only ($ in AUD) Stock Exchange in De
Slide 5: International Presence
INTERNATIONAL PRESENCE For personal use only UNITED STATES AUSTRALIA Logos represent select partner organizations 2 1 1 USA HQ El Segundo 4 New Powder Employees LPBF Printers MIDDLE EAST 3 Facility to be Completed by End of 2022 3 Company HQ 4 Print Facility Notting Hill Edinburgh North 2 Sales Offi
Slide 6: Strong Relationship with Monash University
STRONG RELATIONSHIP WITH MONASH UNIVERSITY For personal use only MCAM is now the world’s largest university research centre for metal additive manufacturing ($ in AUD) CENTRE FOR ADDITIVE MANUFACTURING KEY RELATIONSHIP DYNAMICS Overview Amaero receives access to leading research and development capa
Slide 7: Experienced Board and Senior Management
EXPERIENCED BOARD AND SENIOR MANAGEMENT For personal use only DAVID STUART KATHRYN BARRIE KEN DR. JAMES HANNA DOUGLAS PRESSER FINNIN DAVIS SEARS CHAIRMAN EXEC. DIRECTOR NON-EXEC. DIRECTOR CEO VP NORTH AMERICA CHIEF TECH. FELLOW Director of Business Strategy for Executive Director since May 2019, Kat
Slide 8: Advisory Board
ADVISORY BOARD ADDITIONAL ADVISORY Advisor Aviation and Aerospace, Former Boeing Executive BOARD MEMBERS For personal use only DAVID WOLF CHRISTOPHER PYNE TUAN TRANPHAM EMBARGOED COUNTER TRADE AND AUSTRALIAN DEFENSE AM MACHINE MARKET ADVISOR GLOBAL DEFENSE DEFENSE OFFSETS ADVISER INDUSTRY ADVISER AD
Slide 9: Advanced Materials Science / Consumables
DASHBOARD 1 ADVANCED MATERIALS SCIENCE / CONSUMABLES For personal use only Our portfolio of proprietary alloys and alloys that have been qualified for a variety of customer-specific applications WE SERVE COMPANIES AT THE Ti6Al4V Inconel 625 MS1 Maraging Tool AlSi10Mg Inconel 718 Steel FOREFRONT OF T
Slide 10: Superior Portfolio of Qualified Materials Suited to A&D Applications
1 AMAERO’S SUPERIOR PORTFOLIO OF QUALIFIED MATERIALS ARE UNIQUELY SUITED TO OUTPERFORM IN A&D VERTICAL APPLICATIONS ($ in AUD) For personal use only 2022E COMMERCIAL 5YR COMMERCIAL ILLUSTRATIVE BOEING 787 COMPOSITION AERO Ti SAM AERO TAM 5% Other ~$3.5B ~$33B 10% Steel AMAERO’S MATERIALS PORTFOLIO S
Slide 11: Large & Growing 3D Printing Market Opportunity
1 LARGE & GROWING 3D PRINTING MARKET OPPORTUNITY For personal use only ESTIMATED ADDITIVE MANUFACTURING TAM ($AUD in billions) 2020 Market Size by Industry $159 Architectural / Other Amaero’s capabilities address 69% Construction 3% Automotive of the market Government / 6% Military 16% 7% Represents
Slide 12: Global Events Shape Amaero's Market Opportunities
1 GLOBAL EVENTS SHAPE AMAERO’S MARKET OPPORTUNITIES For personal use only Boeing’s Big Bet on Russian Titanium Includes Ties to Denmark to Increase Defense Spending and Phase Out France to Increase Defense Spending in Response to Sanctioned Oligarch Russian Natural Gas Russian Invasion “Plane maker
Slide 13: Well-Positioned to Serve the Entire Market
1 IN MEETING THE PERFORMANCE DEMANDS OF HIGHLY ENGINEERED MATERIALS, AMAERO IS WELL-POSITIONED TO SERVE THE ENTIRE MARKET For personal use only 3D PRINTING INDUSTRIAL LANDSCAPE(1) METAL AM MATURITY INDEX 2021(2) 5 Time Until Industrial Use LB-PBF Widespread Index reached Industrial Aerospace & High
Slide 14: IP Leadership
2 IP LEADERSHIP For personal use only PRODUCTION-FOCUSED SYSTEMS PROPRIETARY PROCESS KNOWLEDGE TECHNOLOGY Amaero has over 160 individual items in their IP register covering patents, proprietary know-how, parameter development, etc. Powder Manufacture and Modelling and Simulation Optimization for AM
Slide 15: Platform Agnostic Capabilities
3 PLATFORM AGNOSTIC CAPABILITIES For personal use only PROPRIETARY DOMAIN EXPERTISE ACROSS PROCESS KNOWLEDGE IS ESSENTIAL PRODUCTION SYSTEMS FOR SUPERIOR OUTCOMES Source: LinkedIn. Additive manufacturing using the same powder, similar laser spot size and the same recoater but different process param
Slide 16: Summary Business Update
SUMMARY BUSINESS UPDATE ($ in AUD) For personal use only Project Overview Consumables Services Systems + Amaero is currently constructing their proven and proprietary titanium alloy powder manufacturing plant in Victoria, Australia. The first module (Module 1) will provide revenues of ~$42M per year
Slide 17: 1H22 Highlights
1H22 HIGHLIGHTS ($ in AUD) For personal use only Highlight Commentary + Amaero secured a 10-year lease for a 3,857 sq. meters facility in the Monash Precinct in Melbourne in Jan. 2022 + Additional works commenced in Jan. 2022 to prepare for the installation of the facility, including the constructio
Slide 18: Titanium Powder Plant
TITANIUM POWDER PLANT For personal use only ($ in AUD) Positioning Amaero as a reliable source of strategically important titanium alloy powder Titanium alloy powder is a key input Strong revenue and profit stream – in aerospace, defense and critical Stage 1 revenues expected to be manufacturing ~$4
Slide 19: Contact
CONTACT For personal use only BARRIE FINNIN Chief Executive Officer Amaero International Ltd. info@amaero.com.au RONN BECHLER Investor and Media Relations Advisor Market Eye Pty. Ltd. +61 400 009 774 ronn.bechler@marketeye.com 19
Slide 20: Thank You
For personal use only THANK YOU ANY QUESTIONS?