Amaero Ltd · ASX:3DA
Amaero — Amaero International — Shareholder Meeting (November 2020)
14 slides from Amaero's shareholder meeting presentation, Nov 27, 2020
Slide 1: AGM Presentation November 2020
For personal use only ASX:3DA AGM Presentation November 2020
Slide 2: Disclaimer
Disclaimer This presentation 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, For personal use only solicitation or invitation to subscribe for, underwrite or otherwise acq
Slide 3: Company Snapshot
Company Snapshot Amaero International Limited (ASX:3DA) (“Amaero”, the ASX Code 3DA For personal use only “Company”) is an Australian Company specialising in metal Shares on issue 175m additive manufacturing (3D printing) for the defence, aerospace, and automotive sectors. Share price (9th Nov 2020)
Slide 4: Corporate Structure
Corporate Structure Amaero operates through two subsidiaries: Amaero Engineering and AM Aero Inc For personal use only Board of Directors Advisory Board Former VP Boeing Advisory Board Aviation / David Hanna Stuart Douglas Kathryn Presser Barrie Finnin Aerospace Chairman Executive Director Non-Execu
Slide 5: Appendix AMAERO International – Who We Are
Appendix AMAERO International – Who We Are For personal use only Stuart Douglas Kathryn Presser Carolin David Hanna Executive Non-Executive Darmanin Chair Director Director Co Secretary Sam Tartaglia Sandy Awad Mike Morrison Cameron Kempster Mike Wong PM Tooling Intern AM Engineer Additive Technicia
Slide 6: Business Model
Business Model Designed to generate transactional and recurring revenue For personal use only 1 Design and Prototyping Contract Manufacturing Cost-plus basis Price per unit • Initial design and prototyping • Manufacturing components to customer specifications • Qualification and design freeze • Cost
Slide 7: Amaero Today
Amaero Today Australia’s Largest • Australia’s largest Metal 3D printing company (by For personal use only volume of 3D printers) • World’s largest R&D team provided by research partner Monash University • Several industry world firsts including the first jet engine, rocket engine, flying parts • Wo
Slide 8: Amaero Equipment
Amaero Equipment Amaero SP800 For personal use only World’s largest Laser Powder bed machine Safe powder handling equipment ) SP100 SP260 SP400 SP500 SP800 8
Slide 9: Separating People and Powder
Separating People and Powder Printing and Metal Powder Handling Solutions Under Inert Atmosphere For personal use only Powder Preparation SLM Printing Machines Powder Handling & Recovery • Powder Dryer • 3D Metal Printing • Powder Removal Glove Boxes • Powder Decanter • Open Parameter Control • Safe
Slide 10: Key Financials
Key Financials Amaero had $4.014 million in cash and cash equivalents as at 30 June 2020. For personal use only Amaero has incurred expenditure largely in line with the Use of Proceeds set out on page 7 and 88 of its Prospectus, as detailed below. Funds expended between admission Use of Funds under
Slide 11: Investment Highlights
Investment Highlights • Tooling Agreement with Fletcher Insulation, Australia’s leading insulation company, for the development of an additive For personal use only manufacturing application, to provide a superior tooling solution to Fletcher and their global manufacturing network. • Development Agr
Slide 12: Industry Comparison
Industry Comparison For personal use only Stock exchange code ASX:3DA NYSE:DM Listing date December 2019 August 2020 Current market capitalisation A$120.97m US$2.5b (Approx. A$3.43b) IPO capital raised A$8m US$300m (Approx. A$411m) Expected to be cashflow positive 2023 2023 Capital raised to date $1
Slide 13: Appendix - Board and Senior Management
Appendix - Board and Senior Management David Hanna Chairman For personal use only • Director of Business Strategy for Monash University since 2012, where he leads a small team that provides strategic support and financial advice in relation to the University’s major investment decisions. • 15 years
Slide 14: Appendix - Amaero USA – Senior Management
Appendix - Amaero USA – Senior Management Ken Davis, General Manager Sales & Operations For personal use only • Ken brings to Amaero a deep knowledge of additive manufacturing and strong relationships with key customers • Previously Director of Additive Manufacturing and site leader of CalRAM, the w
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