Amaero Ltd · ASX:3DA
Amaero — FY2021 Earnings Presentation
25 slides from Amaero's earnings presentation, Aug 30, 2021
Slide 1: FY21 Results Presentation
ASX:3DA FY21 Results Presentation 30 August 2021
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, solicitation or invitation to subscribe for, underwrite or otherwise acquire, any securities o
Slide 3: Company introduction
Amaero International Limited is an emerging global company specialising in metal additive manufacturing (3D printing) for the defence, aerospace, and industrial tooling sectors. With operations in the USA and Australia, we are a leading provider of 3D printing services, machines and metal powders to
Slide 4: Key projects
Key projects Fletcher Building (Tooling project) Amaero is contracted to produce a 3D printed tool to replace the incumbent technology. This project has significant ongoing revenue potential and production test results are expected during Q1 FY22. Boeing (Aerospace Project) Amaero has been contracte
Slide 5: FY21 highlights
FY21 highlights • Fletcher Insulation: Amaero completed the successful build of the recycled Fletcher glass spinner with IN718 alloy and finalised the spinner tooling repair patent, with the full specification filed in early June. Subsequently, the production geometry in the production alloy was suc
Slide 6: Additive Manufacturing
Additive Manufacturing Additive manufacturing, also known as 3D printing, builds a three-dimensional object from a computer-aided design (CAD) model. Process adds material layer by layer to form the component. Conventional machining, casting and forging processes see parts made by the removal of mat
Slide 7: Structural trends in additive manufacturing
Structural trends in additive manufacturing Adoption of additive manufacturing is increasingly driven by: • Reduced costs associated with 3D printing equipment, • Accuracy of construction of advanced designs, • Parts consolidation, weight reduction and component optimisation, and • Improved performa
Slide 8: Global Estimates for 3D Printing Market 2020 to 2025
_—, ARK believes that the global 3D printing market will scale at a compound annual rate of 60% during the next five years, from $12 billion to roughly $120 billion by 2025. Global Estimates for 3D Printing Market 2020 to 2025 By 2025 $500 : ‘$180 - 490 a g S100 g $80 Ss 2 $60 - By 2024 $120 $40 By
Slide 9: Engaging with the world's most advanced industries
Engaging with the world’s most advanced industries… … through world-leading research and technology Aerospace Defence Tooling • Amaero’s world-class enterprise in • Six of the world’s top ten defence • Amaero’s team of specialists have metal 3D printing is leveraged by its primes (companies) have wo
Slide 10: Working with the world's foremost manufacturers
Working with the world’s foremost manufacturers Amaero is proud to have provided 3D printing services to some of the world’s largest companies, leading the way in developing a more efficient manufacturing process. 10
Slide 11: Business model
Business model Designed to generate transactional and recurring revenue 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-plus basis Tooling Pr
Slide 12: 3D printed tooling for glass fibre technical results
3D printed tooling for glass fibre technical results Optical images showing hardness Average hardness values are indents 502 HV0.5 given in each separate region Hardness Traverse Printed Wall 445 HV0.5 Amaero HOT Co 3D printed Spinner Base Interface of 3D printed repair Interface metal build 381 HV0
Slide 13: Separating people and powder
Separating people and powder Printing and metal powder handling solutions under inert atmosphere Powder Preparation SLM Printing Machines Powder Handling & Recovery • Powder Dryer • 3D Metal Printing • Powder Removal Glove Boxes • Powder Decanter • Open Parameter Control • Safe, Inert Powder Handlin
Slide 14: Amaero equipment
Amaero equipment Amaero SP800: world’s largest laser powder bed machine expected to be launched Q4 2021 Safe powder handling equipment ) SP100 SP260 SP400 SP500 SP800 14
Slide 15: Growth strategy
Growth strategy Our growth strategy is to focus on immediately addressable commercial opportunities (such as the tooling market) whilst still providing growth optionality through long-term R&D with the global defence and aerospace industries. • Short-term (1-2 years): Focus on development and manufa
Slide 16: Financial Results for the year ended 30 June 2021
Financial Results for the year ended 30 June 2021 FY21 FY20 % increase Revenues $504k $117k 332% Other income $839k $209k 302% Loss $6.990 million $5.778 million 21% Cash and cash equivalents $11.467 million $4.019 million 185% • Revenues increased by 332% on the previous corresponding period due to
Slide 17: Amaero 3D investment highlights
Amaero 3D investment highlights 1 2 3 4 Strong customer, research Leading technology and partnerships and advisory Rapidly growing towards Rapidly growing global market product footprint board profitable contracts • Market expected to grow by • Strong IP protection • Engaged with a range of • Growin
Slide 18: Thank you. Questions?
ALAA AAA AAA EERE EEE EES EEEEELEES ESD ODDO DODD hhh ~~~’ Thank'you. Questions? SP LANKY 9497990 0 08 a oa 8 Te | # tea tte ' a ®@ as A \. ‘ ; es : s ' * dad & af ‘ se eeea 8 PRLEE ESS \ ‘ see s * . . 4 WYN a | ‘ .*
Slide 19: Appendix
ODER SP SA AA ELEY VANAAAANAAANANANSS LEE eee ee ee ee ee “Appendix VANS SANSS ON UN ® © os * Ss a ®@ as & &. sBW8y st * bed & SS 4 8 SEREAEY
Slide 20: Company snapshot
Company snapshot Amaero International Limited (ASX:3DA) is an Australian ASX Code 3DA company specialising in metal additive manufacturing Shares on issue 201m (3D printing) for the defence, aerospace, and automotive sectors. Share price (27th August 2021) $0.50 Amaero was established through the Mo
Slide 21: Amaero today
Amaero today Growing scale • Australia’s largest metal 3D printing company (by volume of 3D printers) • World’s largest metal AM R&D team provided by research partner Monash University • Several industry world firsts including the first 3D printed jet engine and aerospike rocket engine • World’s mos
Slide 22: Corporate structure
Corporate structure Board of Directors Advisory Board Christopher Pyne Advisory Board David Hanna Stuart Douglas Kathryn Presser Barrie Finnin Defence and Chairman Executive Director Non-Executive Director Chief Executive Officer Geopolitics Tuan TranPham Advisory Board Amaero International 3D Print
Slide 23: Experienced Board and senior management
Experienced Board and senior management David Hanna Chairman • 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 in a variety of senio
Slide 24: Amaero USA senior management
Amaero USA senior management Ken Davis, VP North American Operations • 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 mould, the worlds only NADCAP approved site for AM usi
Slide 25: Contact
Contact For further information, please contact: Barrie Finnin Chief Executive Officer Amaero International Limited info@amaero.com.au Ronn Bechler Investor and Media Relations Advisor Market Eye Pty Ltd +61 400 009 774 ronn.bechler@marketeye.com 25