Aml3d Ltd · ASX:AL3

Aml3d — Investor Presentation (June 2020)

27 slides from Aml3d's investor presentation, Jun 5, 2020

1. Slide 1: AML3D Investor Presentation ASX Release

   ASX Release 5 June 2020 ASX CODE: AL3 CAPITAL STRUCTURE AML3D INVESTOR PRESENTATION For personal use only Share Price $0.16 Shares on Issue 132m AML3D Limited (ASX: AL3) (“AML3D” or “the Company”) is pleased to provide an Market Capitalisation $21m updated investor presentation. MAJOR SHAREHOLDERS A

2. Slide 2: Investor Presentation & Corporate Update

   For personal use only ASX : AL3 INVESTOR PRESENTATION & CORPORATE UPDATE JUNE 2020

3. Slide 3: Disclaimer

   D I SC L AI M ER For personal use only  AML3D Limited (“AML3D” or “the Company”) does not take responsibility for any information, statement or representation contained in this presentation or any omission from it. AML3D has not carried out an audit or verified any of the information contained here

4. Slide 4: Corporate Snapshot

   C O R PO R AT E SN APSH O T For personal use only CORPORATE SNAPSHOT – 02.06.2020 BOARD OF DIRECTORS ASX Code ASX:AL3 Stephen Gerlach AM Stephen is an experienced corporate professional. He was Non-Executive formerly the Chairman of Santos Ltd, Elders Ltd, Equatorial Mining Share Price $0.17 Chairma

5. Slide 5: Investment Highlights

   I N VEST M EN T H I G H L I G H T S For personal use only Commercialisation Commenced Capitalised for Growth Contracts executed across various sectors and a Strong cash position combined with a lean operating growing late stage opportunity pipeline. Customers structure positions AML3D well to servic

6. Slide 6: Corporate Timeline

   C O R PO R AT E T I M EL I N E For personal use only June 2017 02 August 2018 Awarded a $495,000 AML3D’s Adelaide Contract Commonwealth Manufacturing Centre received Government Accelerating qualification from Lloyds Register Commercialisation Grant International Executed contract with major Shipbuil

7. Slide 7: Market Outlook

   M AR KET O U T L O O K For personal use only Additive Manufacturing Market Outlook The highly disruptive additive manufacturing market is estimated to grow 40 at a CAGR of 17.7% during the forecast period 2019 – 2027 35  Additive manufacturing market grew to US$1 billion over the first 20 30 years

8. Slide 8: What is WAM?

   WH AT I S WAM ® ? For personal use only WIRE ADDITIVE MANUFACTURING (WAM®) • Brings together welding science, metallurgy, CAD software design and robotics technology • Builds objects via welding sequential layers of metal • Disrupts ‘subtractive’ metal technologies such as casting, forging and machi

9. Slide 9: WAM Advantages

   WAM ® AD VAN T AG ES CERTIFIED ▪ STRONGER ▪ FASTER ▪ RESOURCE EFFICIENT ▪ For personal use only SUSTAINABLE WAM® VS. TYPICAL WAM® VS. SUBTRACTIVE TECH: POWDER ADDITIVE TECH: • Globally certified by Lloyd’s Register • Certified AM process • Stronger than cast or forged parts • Stronger / less porosit

10. Slide 10: WAM vs. Traditional Fabrication

    WAM ® VS. T R AD I T I O N AL F ABR I C AT I O N For personal use only TRADITIONAL METAL FABRICATION PROCESS Large production, warehouse and logistics footprint Raw materials Roll into rod, tube, Cut, sawed Hammered Assembled, welded, melted in a furnace sheet or ingot and sheared and bent glued and

11. Slide 11: Certifications

    C ER T I F I C AT I O N S For personal use only LLOYD’S REGISTER  Maritime classification society established in 1760  In 2018, AML3D became the first wire arc manufacturing facility globally to receive an  Consists of engineers and technical experts dedicated to “Additive Manufacturing Facility

12. Slide 12: WAM Testing Results

    WAM ® T EST I N G R ESU L T S For personal use only ‘WAM®’ COMPONENTS STRONGER THAN FORGED EQUIVALENTS UTS: 1101 Mpa  Independent testing found WAM® printed high strength steel presents: ASME II A5.28 Standard  c.30% higher ultimate tensile strength (UTS) than the applicable c.30% ↑ UTS : 850 MPa

13. Slide 13: ARCEMY Metal 3D Printers

    For personal use only ARCEMY® METAL 3D PRINTERS AML3D provides certified, portable systems integrated with WAM®, welding robotics and patented software, WAMSoft®, to print complex metal products more efficiently. Available for sale or lease in small, standard and large sizes with single or multi rob

14. Slide 14: Customer Journey

    C U ST O M ER J O U R N EY Repeat sales with contract manufacturing at For personal use only AML3D contract manufacturing centres 1. Contract manufacturing $ stream : direct to customer on AML3D approved vendor list 4. Consumables $ revenue : AML3D certified wire and ancillaries direct to customer a

15. Slide 15: Target Markets

    T AR G ET M AR KET S For personal use only MARINE AERO & DEFENCE GENERAL MANUFACTURING MINING, OIL & GAS  Housings  Seat frames  Machine tool dies  Mining hardware  Propellers  Cabin frames  Rail rolling stock  Valves and connectors  Shafts  Shields  Wheels and wear components  In-situ r

16. Slide 16: WAM Industry Applications

    WAM ® I N D U ST R Y APPL I C AT I O N S Lighter & stronger marine High strength and Oil & Gas Industry Corrosion resistance For personal use only components wear resistance High temp & aggressive Defence Reduced buy-to-fly Near net shape environments ratio versus billet JUNE 2020 14

17. Slide 17: Business Model

    BU SI N ESS M O D EL For personal use only LICENSING, SERVICE & CONTRACT MANUFACTURING ARCEMY® SALES CONSUMABLES SUPPLY MAINTENANCE OPTIMISATION  Fee for Service manufacturing  Ongoing annual service fee,  Mobile 3D Printing Modules  Key agreements with major for customers including training, so

18. Slide 18: Case Study: Defence Industry

    C ASE ST U D Y 1 : D EF EN C E I N D U ST R Y For personal use only ADVANCED DEFENCE COMPONENTS  Ongoing discussions with prominent manufacturers in the defence industry  Performance testing on custom WAM® printed components taking place following excellent testing results with high strength steel

19. Slide 19: Case Study: Industrial Pumps

    C ASE ST U D Y 2 : I N D U ST R I AL PU M PS For personal use only MARTENSITIC STAINLESS-STEEL PUMP WEAR RINGS  US Industrial Pump Manufacturer required a faster and more sustainable method of manufacturing critical components to their equipment:  Martensitic stainless steel has a 6-month lead tim

20. Slide 20: Case Study: Transport / Logistics

    C ASE ST U D Y 3 : T R AN SPO R T / L O GI ST I CS For personal use only RAIL PISTON DELIVERED TO SPARE PARTS SUPPLY CHAIN  Global spare parts group selected AML3D to manufacture rail components that are not longer being produced due to:  original manufacturers no longer in business; and/or  rail

21. Slide 21: Case Study: Critical Wear Components

    C ASE ST U D Y 4 : CRITICAL WEAR COMPONENTS For personal use only CRITICAL COMPONENTS DELIVERED TO MULTINATIONAL CONGLOMERATE  Multinational conglomerate has engaged AML3D to produce custom critical components  Components produced as capability prototype pieces for operational assessment  Testing

22. Slide 22: First ARCEMY Module Delivered

    FIRST ARCEMY® MODULE DELIVERED For personal use only AML3D INITIATES SINGAPOREAN OPERATIONS  First ARCEMY® module delivered to ST Engineering under a “rent to buy” agreement  AML3D retains the right to use 50% of the ARCEMY® module’s capacity through the ‘rent’ period  Access to the module is of

23. Slide 23: ARCEMY Module Sales Pipeline

    AR C EM Y® M O D U L E SAL ES PI PEL I N E For personal use only AML3D IS BUILDING ITS ARCEMY® MODULE SALES PIPELINE CUSTOMER STATUS  First module delivered under ‘rent to buy’ agreement ST Engineering  Expected to buy module in Dec 2020  Potential for additional module sales  Entered discussion

24. Slide 24: Key Growth Objectives

    KEY G R O WT H O BJ EC T I VES For personal use only PHASE 1 PHASE 2 PHASE 3 2018/2019 2020 2021 COMPLETED - -  Manufacturing facilities offering services to  Expand Australian 3D printing Bureau  Commission office in Singapore to supply global and domestic market key Marine markets  Establish s

25. Slide 25: Facilities

    F AC I L I T I ES For personal use only AUSTRALIAN FACILITY (ADELAIDE) SINGAPORE FACILITY (TO BE ESTABLISHED) AML3D is relocating to a newly leased facility to accommodate AML3D to establish a Singapore contract manufacturing centre in planned growth and consolidate manufacturing operations: order t

26. Slide 26: Investment Summary

    I N VEST M EN T SU M M AR Y INVESTMENT SUMMARY For personal use only AML3D is the first wire arc manufacturing facility globally to receive an “Additive STRATEGIC GOALS Manufacturing Facility Qualification” from Lloyds Register • Establish underlying earnings model from sales and licensing Focused o

27. Slide 27: Thank You

    For personal use only THANKYOU CONTACT: Andrew Sales Managing Director AML3D Limited INVESTOR PRESENTATION & CORPORATE UPDATE T: +61 8 8258 2658 E: investor@aml3d.com JUNE 2020 25

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