Titomic Ltd · ASX:TTT
Titomic — Investor Presentation (March 2019)
26 slides from Titomic's investor presentation, Mar 19, 2019
Slide 1: Titomic Updated Corporate & Investor Presentation – Mar 2019
Titomic Updated Corporate & Investor Presentation – Mar 2019 For personal use only Melbourne, Australia, 19 March, 2019: Australian metals and materials manufacturing company Titomic Limited (ASX: TTT) (“Titomic” or “Company”) is pleased to provide its updated Corporate Video and Quarterly Investor
Slide 2: Titomic Kinetic Fusion: Investor Update Roadshow March 2019
For personal use only Titomic Limited [ASX:TTT] Titomic Kinetic Fusion™ Digital manufacturing solutions for metal industries Investor Update Roadshow March 2019
Slide 3: Important Notice & Disclaimer
Important Notice & Disclaimer For personal use only This presentation has been prepared by Titomic Limited ACN 602 793 644 (“Titomic” or the “Company”) to provide summary information about Titomic and their activities as at the date of this presentation. The information in this presentation is of a
Slide 4: Titomic Kinetic Fusion Overview
Titomic Kinetic Fusion Overview For personal use only A new process that overcomes the limitations of metal additive manufacturing, to produce complex parts faster, larger & smarter Key TKF differentiators • Patented process developed with Titomic the CSIRO Kinetic • Metal powders accelerated at Hig
Slide 5: Company Performance & Structure
Company Performance & Structure For personal use only May ‘18: Launched Dec ‘18: Powder supply with Capital Structure (as at 11 March 2019) Sep ‘17: $6.5m Jul ‘18: 3.50 world’s largest & Melbourne Sino-Euro & Lasting Titanium Shares on Issue 122,098,217 ASX listing @ $0.20 fastest 3d printer & burea
Slide 6: Investment Highlights
Investment Highlights For personal use only Proven: Commercialised IP places Titomic at an industry advantage Production Ready: Significant funds, resources into infrastructure & processes Significant inbound demand: Many major, global companies seeking TKF Transformative: Alters economics of metal
Slide 7: Company Snapshot
Company Snapshot For personal use only Meeting global demand: Scale to Value proposition: The only viable Global IP: Patented Titomic Kinetic meet significant global demand for process to manufacture with Titanium Fusion™ to create complex metal parts Titanium products from industries effectively an
Slide 8: Intellectual Property Position
Intellectual Property Position For personal use only Patent portfolio covers TKF and incorporates new IP exclusively licensed from CSIRO Pipe Manufacturing & Titomic Kinetic Fusion process Continuous Pipe Processes IP Description • Application of cold-gas dynamic • Process to producing valves, flang
Slide 9: Creating New Global Demand for Titanium Products
Creating New Global Demand for Titanium Products For personal use only Current global additive manufacturing market of US$10B pa can be substantially grown to over US$720B once new Titanium and Alloy applications are unlocked by Titomic Defence Aerospace Marine Resources Auto Sports Construction Nee
Slide 10: Strategic Growth Plan
Strategic Growth Plan For personal use only The Titomic strategic journey is focused on the four key factors that will deliver the future growth of the business Build Global Capacity & Supply Capability Strategic Acquisition & Commissioning of Bureau Investment (housing the world’s largest & faste
Slide 11: Titomic's Secured Global Supply Chain
Titomic’s Secured Global Supply Chain For personal use only TKF process can utilise all metal powder grades at different price points Price-point Grade Mid-Grade Aerospace Grade Titanium STP HDH Titanium Powder Gas Atomised Titanium Powder SS PREP Titanium Powder Plasma Atomised Current – R&D Phase
Slide 12: Business Model Drives Broad & Recurring Revenues
Business Model Drives Broad & Recurring Revenues For personal use only Differentiated business model reduces barriers to adoption while increasing long tail of revenues Transactional revenues transition to longer term & increasing recurring revenues Transactional Recurring revenue streams revenue st
Slide 13: Customer Journey with Titomic
Customer Journey with Titomic For personal use only Titomic service bureau OEM provides centralised production run product manufacturing manufacture for clients Titomic performs Collaboration Results report feasibility tests to Prototype Customer agreement with with cost to validate process manufact
Slide 14: Growing Customer Pipeline
Growing Customer Pipeline For personal use only Titomic has accumulated a healthy opportunities pipeline across industries since marketing initiatives commenced in 2018 Over 60 significant opportunities 1. OEM production globally across run manufacture 12 industry categories 2. Purchase their own TK
Slide 15: Machine Sale & Leasing
Machine Sale & Leasing For personal use only The TKF9000 The TKF1000 The world’s largest 3D metal printer engineered for Engineered for smaller-scale and R&D production for manufacturing large-size products. all industries, academia and research organisations 14
Slide 16: Expansion of Production Run & Sales Bureau
Expansion of Production Run & Sales Bureau For personal use only The Australian production bureau will provide a basis for replication for bureaus overseas To facilitate recurring production runs with customers in key export territories: EUROPE • Transfer the TKF production US knowhow and capability
Slide 17: Titomic Ahead of AM Manufacturing Trends
Titomic Ahead of AM Manufacturing Trends For personal use only Titomic is acting on the main trends identified by industry peers Processes & quality Digital manufacturing at scale requires the repeatability and exceeding traditional quality of parts to rival that of injection moulding fabrication Ac
Slide 18: Appendices
For personal use only Appendices
Slide 19: Board of Directors
Board of Directors For personal use only The current Board has steered the company from pre-IPO through to its current performance and results Philip Vafiadis Jeffrey Lang Prof. Richard Fox Richard Willson Chairman & Managing Non-Executive Independent Non-Executive Director Director & CEO Director N
Slide 20: Traditional Metal Fabrication vs TKF
Traditional Metal Fabrication vs TKF For personal use only TKF disrupts the inefficient, resource-heavy traditional metal fabrication process unchanged for thousands of years Traditional Metal Raw materials Rolled into a sheet Cut (sawing, Bent (hammering, Assembled (welded, Fabrication melted in a
Slide 21: Value Proposition
Value Proposition For personal use only TKF is crucial to overcoming the technical and economic constraints in additive manufacturing production that have the potential to enable a new wave of materials applications and development. TKF is a key enabler as: • Transforms production value proposition:
Slide 22: Comparison Studies
Comparison Studies For personal use only Defence Sporting Goods Aerospace • Existing project with TAUV, where • Current collaboration with world • TKF9000 allows creation of large Titomic-created ruggedised UAV leading brands, Trek & Callaway scale aerospace parts = improved strength, functionality
Slide 23: Capturing More Value from the Supply Chain
Capturing More Value from the Supply Chain For personal use only Significant value is lost as input materials are value added • Value added opportunity being lost to Australia • Mineral sands $0.10 p/kg (Exported) • Titanium powder $250 p/kg East & west coast of Australia represent • Finished Titani
Slide 24: Underpinning Infrastructure Development in Progress
Underpinning Infrastructure Development in Progress For personal use only Considerable resources allocated to infrastructure to enable optimised industrial manufacturing Creation and Certification Building a World Class Lab AI Automated Software of New Standards • Currently a piece needs to be sent
Slide 25: Leading in the New Industrial Revolution
Leading in the New Industrial Revolution For personal use only With high speed production, supreme material versatility and commercial volume, Titomic is positioned to be the lead candidate for industrial scale production High Speed Titomic Kinetic Fusion™ & Volume No size constraints Supersonic
Slide 26: Titomic Limited
For personal use only Titomic Limited Titomic Kinetic Fusion™ Digital manufacturing solutions for metal industries