Aml3d Ltd · ASX:AL3
Aml3d — Investor Presentation (February 2021)
30 slides from Aml3d's investor presentation, Feb 26, 2021
Slide 1: Investor Presentation February 2021
For personal use only Investor Presentation February 2021
Slide 2: Disclaimer
Disclaimer For personal use only AML3D Limited (“AML3D” or “the Company”) does not take responsibility The recipient should not rely on any material contained in this presentation as a for any information, statement or representation contained in this presentation statement or representation of fact
Slide 3: AML3D: Corporate Snapshot
AML3D: Corporate Snapshot For personal use only FY21 Focus Areas Corporate Snapshot – 25 Feb 2021 ASX Code ASX:AL3 • Growing manufacturing capabilities in Singapore and Adelaide Share Price $0.35 • Pursuing global business opportunities in target industries Shares on Issue ~149.6m • Expanding contra
Slide 4: AML3D: Foundation for success and returns in place
AML3D: Foundation for success and returns in place For personal use only PEOPLE Board and management with a broad and global skill set WAM® TECHNOLOGY Market disrupting technology ahead CAPABILITY of peers and traditional approaches SUSTAINABLE The best technical minds Best technical minds that have
Slide 5: AML3D: Building a long-term value proposition
AML3D: Building a long-term value proposition For personal use only SCALEABLE FOOTPRINT • Small footprint required for roll-out of SUSTAINABLE manufacturing sites SHAREHOLDER DISRUPTIVE TECHNOLOGY RETURNS • Stronger, quicker, less waste than forged equivalents • Lloyd’s Register certification ENORMO
Slide 6: AML3D Proprietary Technology
For personal use only AML3D Proprietary Technology
Slide 7: WAM®: Advantages of Our Technology
WAM®: Advantages of Our Technology For personal use only WAM® vs Typical Subtractive Technology: WAM® vs Powder Additive 3D Technology: • Up to 30% stronger than cast or forged parts via • Certified Additive Manufacturing process sequential metal layering • Certified feed stock that is affordable an
Slide 8: WAM®: Stronger than Forged
WAM®: Stronger than Forged For personal use only WAM® parts stronger than forged equivalents • Independent testing* found, WAM® printed high strength steel presents: • c.30% higher ultimate tensile strength (UTS) than the applicable global standard; and • c.10% higher UTS than the same steel compone
Slide 9: Commercialisation of WAM® Underway
Commercialisation of WAM® Underway For personal use only Revenue New Customer Generation Customers Pipeline • Contract manufacturing • 12 customer • 100+ discussions initiated • ARCEMY® sales contracts signed • 50+ component and • Licensing • Initial focus on specification requests • Consumable sale
Slide 10: AML3D® Certifications
AML3D® Certifications For personal use only In 2018, AML3D became the first wire arc In 2018, AML3D became AML3D complies with the globally In 2019 AML3D became manufacturing facility globally to receive ISO 9001 compliant accepted American Welding Society bizSafe Level 3 certified by an “Additive M
Slide 11: Scaleable Manufacturing Footprint
Scaleable Manufacturing Footprint For personal use only • Adelaide head office and manufacturing hub running efficiently and effectively • Singapore STEE manufacturing site established in 2020; AML3D site positioned for commencing in 2021 • Low-cost global rollout of manufacturing sites to profitabl
Slide 12: The Market
For personal use only The Market
Slide 13: Market Opportunity
Market Opportunity For personal use only AML3D WAM® technology is market leading and driving revenue growth in a massive and exponentially growing market Global Additive Manufacturing Market Size (US$bn)1 Additive manufacturing market expected to grow at a CAGR of 29.5% to 2026 70 60 63 • Market siz
Slide 14: AML3D and Industry 4.0
AML3D and Industry 4.0 For personal use only The global manufacturing sector is transitioning toward artificial intelligence and smart, autonomous systems 1784 1870 1969 Today Industry 1.0 Industry 2.0 Industry 3.0 Industry 4.0 Mechanisation of Mass Production Automation, Information & Production an
Slide 15: AML3D and Industry 4.0: Industrial Digitisation
AML3D and Industry 4.0 For personal use only Industrial Digitisation Current market conditions are accelerating the global push towards Industry 4.0 • Covid-19 has increased need to automate manufacturing processes • Global drive to (net) zero-emissions has contributed to the re-evaluation of curren
Slide 16: Target Markets
Target Markets 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 repairs
Slide 17: Business Model
Business Model For personal use only LICENSING, SERVICE & CONTRACT MANUFACTURING ARCEMY® SALES CONSUMABLES SUPPLY MAINTENANCE OPTIMISATION • Fee for Service manufacturing for • Ongoing annual service fee, • Mobile 3D printing modules • Key agreements with major global customers including training, s
Slide 18: Partnership: AdditiveNow
Partnership: AdditiveNow For personal use only Strategic partnership positions AML3D for growth • Agreement executed - AML3D entered Strategic Partnership with Worley Limited’s (Worley) additive manufacturing joint venture, AdditiveNow • Mineral testing program commenced with major Australian mining
Slide 19: Partnership: ARCEMY® Sales
Partnership: ARCEMY® Sales For personal use only AML3D delivers ARCEMY® modules to customers in Singapore and Australia • 1st ARCEMY® module - delivered to ST Engineering in June 2020 • Acquired under a “rent to buy” agreement where AML3D retains the right to use 50% of the ARCEMY® module’s capacity
Slide 20: Investment Summary and Catalysts
Investment Summary and Catalysts For personal use only ✓ AML3D® is the first wire arc manufacturing facility Upcoming catalysts globally to receive an “Additive Manufacturing • Near term customers program catalysts: Facility Qualification” from Lloyds Register • Lightforce – Progression of body armo
Slide 21: Thank you
For personal use only Investor Presentation Thank you
Slide 22: Case Studies
For personal use only Case Studies
Slide 23: Defence: New Armour Systems
Defence: New Armour Systems For personal use only AML3D to expand its armour system offering • AML3D has attracted inbound interest to develop additional armour systems • AML3D to apply advanced IP to develop: • Ballistic body armour systems • Blast resistant body armour systems • Ballistic and blas
Slide 24: Defence: Austal
Defence: Austal For personal use only AML3D expands its marine presence with Austal • AML3D® has executed a contract with Austal Limited (ASB.ASX) (‘Austal’) to develop components for maritime defence applications • First project: The design and manufacture of a next generation lifting device that i
Slide 25: Defence: ASC Shipbuilding
Defence: ASC Shipbuilding For personal use only AML3D commences manufacturing evaluation program with ASC Shipbuilding • AML3D has executed a contract with ASC Shipbuilding, a subsidiary of BAE Systems Australia, to undertake a manufacturing evaluation program for the Department of Defence contracto
Slide 26: Marine: 3DPC Propeller
Marine: 3DPC Propeller For personal use only AML3D delivers propeller to 3D Printing Corporation (3DPC) • AML3D designed and manufactured a stainless-steel grade 316L propeller for one of 3DPC’s clients • The ‘showpiece’ propeller to demonstrate the advantages of AML3D’s WAM® technology over traditi
Slide 27: Marine: Thyssenkrupp & Wilhelmsen
Marine: Thyssenkrupp & Wilhelmsen For personal use only AML3D commences production of impeller for Thyssenkrupp and Wilhelmsen • AML3D to manufacture a marine-grade stainless steel impeller for Thyssenkrupp and Wilhelmsen, operating the largest maritime network in the world • The impeller is to be m
Slide 28: Appendices
For personal use only Appendices
Slide 29: Corporate Timeline
Corporate Timeline For personal use only 2014 2015 2016 2017 2018 2019 2020 2021 AML3D®, WAM®, WAMSoft®, ARCEMY® are all registered trademarks for AML3D Limited. © AML3D® 2021. All rights reserved. 29
Slide 30: Facilities
Facilities For personal use only Australian Facility (ADELAIDE) Singapore Facility (TO BE ESTABLISHED) AML3D® has relocated to a new facility to accommodate planned AML3D® to establish a Singapore contract manufacturing centre growth and consolidate manufacturing operations: in order to provide a ra