Titomic Ltd · ASX:TTT
Titomic — Investor Presentation (October 2024)
18 slides from Titomic's investor presentation, Oct 16, 2024
Slide 1: Titomic is expanding to the U.S.
Titomic is expanding to the U.S. Revolutionizing advanced manufacturing with cold spray technology that reshapes industries, enabling customers to achieve their critical missions ASX: TTT October 16, 2024
Slide 2: Disclaimer – Forward Looking Statements
Disclaimer – Forward Looking Statements This presentation has been prepared by Titomic Limited ACN 602 793 644 (“Titomic” or the Nothing in these materials shall under any circumstances create an implication that there “Company”) to provide summary information about Titomic and their activities as a
Slide 3: Contents
Contents Titomic appoints Satellite & Aerospace veteran Jim Simpson as its next CEO Titomic moving its operational headquarters to Huntsville, Alabama and to establish U.S. manufacturing footprint U.S. onshoring of Critical Manufacturing Capabilities New U.S. facility to complement operations in Aus
Slide 4: Who is Titomic?
Who is Titomic? Titomic is leading the future of aerospace and defense manufacturing as well as coating and repair solutions through its world leading cold spray technology. Titomic Kinetic Fusion® (TKF) is our proprietary cold spray technology that enables faster, more cost- effective, and sustaina
Slide 5: Titomic appoints satellite & aerospace veteran, Jim Simpson, as its next CEO
Titomic appoints satellite & aerospace veteran, Jim Simpson, as its next CEO Industry veteran Jim Simpson appointed as the Company’s U.S. President and new group CEO as of January 1, 2025 • Appointed as U.S. President of Titomic and Group CEO (January 1, 2025) • 40-year veteran in satellite, aerospa
Slide 6: Key benefits of Huntsville, Alabama
Key benefits of Huntsville, Alabama • Unmatched customer proximity: Over 300 aerospace and defense companies including Boeing, Lockheed Martin, Raytheon, Aerojet Rocketdyne, and Northrop Grumman. • Strategic location: Epicenter of U.S. government defense and aerospace activity, home to Redstone Arse
Slide 7: U.S. Onshoring of Critical Manufacturing Capabilities
U.S. Onshoring of Critical Manufacturing Capabilities • Accelerating demand from U.S. government and defense OEMs for titanium parts manufacturing, coating, and repair solutions. • Momentum drivers: • U.S. Government regulations: New supply chain security requirements (software, hardware, and materi
Slide 8: Titomic has already secured strong U.S. domestic regulatory and political support
Titomic has already secured strong U.S. domestic regulatory and political support Alabama representatives serve on key committees in the United States Congress and Senate “I congratulate Titomic on its decision to establish a corporate presence in Alabama and join this amazing community of innovator
Slide 9: U.S. DoD Budget FY2025 by Military Department
U.S. DoD Budget FY2025 by Military Department The Pentagon is seeking “more for less funding” and faster delivery to meet urgent needs driven by global needs. Titomic is uniquely positioned to deliver advanced manufacturing and repair capabilities while meeting increasingly rigorous U.S. supply chai
Slide 10: Enhanced sustainment of critical platforms is urgently required
Enhanced sustainment of critical platforms is urgently required Titomic’s cold spray solutions for aerospace maintenance, repair, and overhaul (MRO) are currently being adopted by Airbus, EPCOR, and KLM Engineering in Europe. The move to co-locate with major U.S. OEMs (original equipment manufacture
Slide 11: Summary
Summary Jim Simpson appointed Titomic U.S. President and next group CEO • Seasoned satellite, aerospace and defense industry veteran • Early-stage company as well as OEM experience • Will locate to Huntsville, Alabama Establishing operational headquarters and manufacturing facilities in Huntsville,
Slide 12: Equity Raising Overview
Equity Raising Overview Placement Titomic is raising up to approximately A$30.0 million via an institutional placement comprising: • An unconditional component of approximately A$17.2 million through the issuance of 143.2 million new fully paid ordinary shares (“New Shares”) under the Company’s exis
Slide 13: Sources and Uses of Funds
Sources and Uses of Funds Pro Forma Funding A$m Uses of Funds A$m Cash balance (as at 30 September 2024) 1.6 Expansion of Titomic into U.S. (capital 8.5 equipment and 12 months working capital) Capital Raised 30.0 Capital equipment and process optimisation 3.8 programs Pro Forma Cash Balance 31.6 Ca
Slide 14: Indicative Timetable
Indicative Timetable Event Date Trading Halt and Bookbuild Opens Monday, 14 October 2024 Book Closes 6:00pm Monday, 14 October 2024 Trading Halt Lifted and results of Placement announced Wednesday, 16 October 2024 Settlement of New Shares under Tranche 1 of the Placement Monday, 21 October 2024 Allo
Slide 15: Leadership with proven industry experience
Leadership with proven industry experience Nearly two centuries of cold spray experience across the staff and board Board of Directors Dag W.R. Stromme Humphrey Nolan Mira Ricardel Richard Willson Dr. Andreas Schwer Chair of the Board Non-Executive Director Non-Executive Director Non-Executive Direc
Slide 16: Our growing, trusted global customer base
Our growing, trusted global customer base 16
Slide 17: Opportunity - Expanding into High-Demand Markets with Proven Cold Spray Technology
Opportunity - Expanding into High-Demand Markets with Proven Cold Spray Technology The global aerospace and defense additive manufacturing market is projected to grow to $18 billion1 by 2030 The U.S. titanium market alone was estimated at $4.9 billion2 in in 2023 with forecast CAGR of 6.5% through 2
Slide 18: FOR FURTHER INFORMATION
FOR FURTHER INFORMATION TITOMIC LIMITED (ASX:TTT) REIGN ADVISORY PTY LTD e: investors@titomic.com p: +61 2 9174 5388 e: TTT@reignadvisory.com Titomic Limited, Ground Floor 365 Ferntree Gully Road, Mount Waverley, Victoria 3149, Australia PO Box 225, Mount Waverley, Victoria 3149, Australia