Aml3d Ltd · ASX:AL3
Aml3d — Shareholder Meeting (November 2023)
21 slides from Aml3d's shareholder meeting presentation, Nov 8, 2023
Slide 1: 2023 Annual General Meeting
For personal use only 2023 ANNUAL GENERAL MEETING
Slide 2: Disclaimer
DISCLAIMER AML3D Limited (“AML3D” or “the Company”) does not take The recipient should not rely on any material contained in this For personal use only responsibility for any information, statement or representation contained presentation as a statement or representation of fact. No recipient in thi
Slide 3: Experienced Board with Broad and Global Skillsets
EXPERIENCED BOARD WITH BROAD AND GLOBAL SKILLSETS For personal use only Noel Cornish AM Sean Ebert Andrew Sales Kaitlin Smith Chairman, Managing Director, CEO Executive Director, CTO Company Secretary Non-Executive Director Sean has over 25 years of Founding director of AML3D. Kaitlin has over 10 ye
Slide 4: Agenda
AGENDA For personal use only 01 CHAIRMAN’S ADDRESS Noel Cornish AM Chairman 02 CEO AND MD’S ADDRESS Sean Ebert Non-Executive Director Noel Cornish AM 03 FORMAL BUSINESS Chairman AML3D Annual General Meeting 2023 Australian Patent 2019251514. AML3D®, WAM®, WAMSoft®, ARCEMY® are all registered tradema
Slide 5: Chairman's Address – Year in Review
CHAIRMAN’S ADDRESS – YEAR IN REVIEW • Significant demand in the United For personal use only States of America • US scale up strategy in place • Multiple contract wins Image: Kerrye Owen from her visit to CoE AML3D Annual General Meeting 2023 Australian Patent 2019251514. AML3D®, WAM®, WAMSoft®, ARC
Slide 6: Chairman's Address – U.S. Scale Up Success
CHAIRMAN’S ADDRESS – U.S. SCALE UP SUCCESS • Key US Navy contracts secured For personal use only • Value-added reseller expands sales capabilities • Additional growth levers TIMEFRAME Feb. 2023 Mar. 2023 Jul. 2023 Aug. 2023 Sep. 2023 Oct. 2023 ARCEMY X N.A.B. alloy ARCEMY X N.A.B. alloy CuNi alloy A
Slide 7: Chairman's Address – Additional Growth Opportunities
CHAIRMAN’S ADDRESS – ADDITIONAL GROWTH OPPORTUNITIES • ARCEMY system sales in Australia For personal use only • Contract manufacturing for Tier 1 global clients • Supporting Australian defence sector AML3D Annual General Meeting 2023 Australian Patent 2019251514. AML3D®, WAM®, WAMSoft®, ARCEMY® are
Slide 8: Chairman's Address – Additional Growth Opportunities
CHAIRMAN’S ADDRESS – ADDITIONAL GROWTH OPPORTUNITIES • Multiple industry standards For personal use only accreditation • Focus on ARCEMY technology builds strong order book • US growth strategy in place AML3D Annual General Meeting 2023 Australian Patent 2019251514. AML3D®, WAM®, WAMSoft®, ARCEMY® a
Slide 9: Chairman's Address – Additional Growth Opportunities
CHAIRMAN’S ADDRESS – ADDITIONAL GROWTH OPPORTUNITIES • New leadership structure reflects For personal use only US focus • Right mix of skills and experience at Board level • Positioned for strong growth Sean Ebert Pete Goumas Managing Director President U.S. Operations and CEO AML3D Annual General M
Slide 10: CEO and MD's Address – Strong Foundation
CEO AND MD’S ADDRESS – STRONG FOUNDATION • New leadership structure For personal use only • Access to large, high growth markets • Supplying US Department of Defense AML3D Annual General Meeting 2023 Australian Patent 2019251514. AML3D®, WAM®, WAMSoft®, ARCEMY® are all registered trademarks for AML3
Slide 11: Strong Foundation – Technology Leadership
STRONG FOUNDATION – TECHNOLOGY LEADERSHIP • Proprietary technology advantage For personal use only • Advanced manufacturing at industrial scale • Supporting the US Navy’s submarine industrial base AML3D Annual General Meeting 2023 Australian Patent 2019251514. AML3D®, WAM®, WAMSoft®, ARCEMY® are all
Slide 12: Strong Foundation – Building Corporate Capability
STRONG FOUNDATION – BUILDING CORPORATE CAPABILITY • Successful entry into US Defence For personal use only sector • Investing in US management team and facilities • Optimise US operating model AML3D Annual General Meeting 2023 Australian Patent 2019251514. AML3D®, WAM®, WAMSoft®, ARCEMY® are all reg
Slide 13: Strong Foundation – Financial Performance
STRONG FOUNDATION – FINANCIAL PERFORMANCE • Over A$9.5 million of orders in hand $10 For personal use only • Expect record revenue performance $9 in FY24 $8 • Strong FY24 pipeline opportunities $7 extend into FY25 $6 $5 $4 $3 A$9.5m 15x $2 Contracts $1 Components Current orders-in-hand total A$9.5 m
Slide 14: Strong Foundation – Building Corporate Capability
STRONG FOUNDATION – BUILDING CORPORATE CAPABILITY • Established US value added AML3D USA and Phillips Corp Sales Teams For personal use only reseller agreement • Building out direct US sales capability • Technology leadership to drive demand AML3D Annual General Meeting 2023 Australian Patent 201925
Slide 15: Strategy for Growth – U.S. Defence Sector
STRATEGY FOR GROWTH – U.S. DEFENCE SECTOR • Accelerate ARCEMY SYSTEM sales For personal use only to support US Navy • Expand sales to US Navy supplier network • Recurring software licensing, service and maintenance revenue AML3D Annual General Meeting 2023 Australian Patent 2019251514. AML3D®, WAM®,
Slide 16: Strategy for Growth – Global Tier Corporates
STRATEGY FOR GROWTH – GLOBAL TIER 1 CORPORATES • Target new global Tier 1 For personal use only Oil & Gas, Marine and Aerospace customers • Expand relationships with existing global Tier 1 customers in the US • Leverage US experience to access new defence markets AML3D Annual General Meeting 2023 Au
Slide 17: Technology Leadership – ARCEMY Development
TECHNOLOGY LEADERSHIP – ARCEMY® DEVELOPMENT • Invest in technology to maintain For personal use only competitive advantage • Secure additional industry standards accreditations • Protect IP to support access tom new markets AML3D Annual General Meeting 2023 Australian Patent 2019251514. AML3D®, WAM®
Slide 18: Technology Leadership – R&D Eco-System
TECHNOLOGY LEADERSHIP – R&D ECO-SYSTEM • Creation of an ARCEMY® For personal use only R&D eco-system • Leverage R&D network to access new customers • Future proof technology leadership AML3D Annual General Meeting 2023 Australian Patent 2019251514. AML3D®, WAM®, WAMSoft®, ARCEMY® are all registered
Slide 19: Investment Thesis
INVESTMENT THESIS • Strong and accelerating growth in For personal use only the US defence market • Significant value creation for customers is driving demand • Multiple new markets and products to underpin long term growth AML3D Annual General Meeting 2023 Australian Patent 2019251514. AML3D®, WAM®
Slide 20: Conclusion
CONCLUSION • Right technology in the right market For personal use only at the right time • Significant growth opportunities • Expectations for significant value creation MARINE INDUSTRY: PROPELLER AML3D Annual General Meeting 2023 Australian Patent 2019251514. AML3D®, WAM®, WAMSoft®, ARCEMY® are al
Slide 21: Meeting Close – Thank You
For personal use only 2023 MEETING CLOSE THANK YOU