Amaero Ltd · ASX:3DA
Amaero — Amaero International — Investor Presentation (January 2023)
14 slides from Amaero's investor presentation, Jan 30, 2023
Slide 1: Investor Briefing
Amaero International Ltd For personal use only Investor Briefing Hank J. Holland Chairman and Chief Executive Officer 30 January 2023
Slide 2: Disclaimer
Disclaimer For personal use only This presentation has been prepared by Amaero International situation and needs, make their own assessment of the performance and that its actual results of operations, financial Limited ACN 633 541 634 (“Amaero” or the “Company”) and information and seek legal, fina
Slide 3: Table of Contents
TABLE OF CONTENTS For personal use only 1) Update on UAE Joint Venture 2) Titanium Powder Market 3) Unit Economics for Single Gas Atomiser 4) Update on UAE Project
Slide 4: For personal use only
Corporate Update - For personal use only Delayed construction of Hank Holland appointed Amaero Announces Binding Hank Holland appointed Executive Director Joint Venture Agreement Amaero’s Notting Hill to Amaero Board with Rabdan Industries PLC, facility announced to ASX $0.24 Amaero announces it wil
Slide 5: Update of UAE JV and Project
Update of UAE JV and Project – For personal use only 1) Term Sheet for joint venture between Amaero International and Ethmar Holdings’ affiliate signed. See ASX announcement dated 31 October 2022. 2) Binding joint venture agreement signed between Amaero International and Rabdan Industries, an Ethmar
Slide 6: Update on Re-Structuring
Update on Re-Structuring – For personal use only Installation of large-scale titanium powder production, coupled with applied engineering, design and commercialisation centre in the United Arab Emirates is the priority initiative. Committed to i) analytical and well-reasoned assessment of business,
Slide 7: The Opportunity
Titanium Powder Market – The Opportunity For personal use only Global Titanium Powder Market 4,000 $3,543 With advances in metal additive 3,500 $3,065 manufacturing (AM) to achieve performance properties that are required by the 3,000 $2,659 aerospace & defense, medical and automotive industries, AM
Slide 8: Key Demand Drivers
Titanium Powder Market – Key Demand Drivers For personal use only Global titanium powder demand is driven by three industries – aerospace & defense, medical and automotive. Aerospace and defense is the largest application and accounts for approximately 42% of demand. From a geographical perspective,
Slide 9: Estimated Demand in Years
Titanium Powder Market – Estimated Demand in 5 Years For personal use only It is estimated that North America and Europe will comprise 65% of global titanium powder demand in 2027 or approximately 4,100 tonnes. Source – Vpa Research 30 January 2023 9
Slide 10: Price Trend, by Grade
Titanium Powder Market – Price Trend, by Grade For personal use only Additive manufacturing with titanium powder can achieve near-net parts with high strength-to-weight ratio, corrosion resistance and high temperature Titanium Powder Pricing by Grade durability. Specified titanium powder size distri
Slide 11: Unit Economics For Single Gas Atomizer
Unit Economics For Single Gas Atomizer – For personal use only Proforma Annual Production and Unit Economics, AUD – CapEx / Atomizer Unit $21,950,000 Annual Ti Powder / Unit 207 tonnes Ti Powder, Average Price $160 / Kg Gross Revenue / Unit $33,075,000 Gross Margin, at Stabilisation 64% Net Margin,
Slide 12: Amaero International – JV with Rabdan Industries
Amaero International – JV with Rabdan Industries For personal use only ASX announcement, 22 December 2022 – 50/50 partnership between Amaero and Rabdan Pro rata contributions for working capital Rabdan, directly or indirectly, funds 100% of CapEx Latest Estimates for UAE Project, AUD – Capital
Slide 13: Amaero International – JV with Rabdan Industries
Amaero International – JV with Rabdan Industries For personal use only Titanium Powder Production Powder Metallurgy Applied Research Electrode Inert Gas Atomisers (4) - Powder Metallurgy Revert System to Recycle Titanium - Material Science Argon Gas Recycling System - Mechanical Engineering an
Slide 14: Amaero International – JV with Rabdan Industries
Amaero International – JV with Rabdan Industries For personal use only 3D Printing and Post-Processing, UAE Positions Amaero-Rabdan JV to work closely with Large Format Printers (6) largest 1st-tier prime aerospace and defense contractors Mid and Small Format Printers (6) to develop prototype co
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