Slide 1: The Supersonic Opportunity
For personal use only Manufacturing innovation made reality The Supersonic Opportunity Additive Manufacturing Company 30 May 2022
Slide 2: Disclaimer
Disclaimer For personal use only This presentation has been prepared by Titomic Limited ACN 602 793 644 (“Titomic” or the under any circumstances create an implication that there has been no change in the affairs “Company”) to provide summary information about Titomic and their activities as at the
Slide 3: Titomic Now Positioned To Win
Titomic Now Positioned To Win For personal use only Titomic offers one of the fastest, most scalable, cost competitive and energy efficient additive manufacturing and coating technologies in the world. Large and expanding • Additive market estimated to grow 11x up to $146B in the next decade 1. addr
Slide 4: Additive manufacturing to grow over 11x in the next decade
Additive manufacturing to grow over 11x in the next decade Evolution of the AM Market For personal use only Additive 1.0 • Key players now off-patent, leaving them with minimal differentiation and Additive Manufacturing Market Size1 commoditized technology (USD Billions) • Significant loss in market
Slide 5: Metal driving growth above average of Additive Manufacturing
Metal driving growth above average of Growth of AM driven by accelerated Additive Manufacturing For personal use only adoption in key manufacturing industries Supply chain pressures are increasing the need for manufacturing at point of use 4,398 Additive manufacturing can reduce supply chain Metal a
Slide 6: Metal Additive Manufacturing Maturity Index
Metal Additive Manufacturing Maturity Index For personal use only 5 Laser Beam PBF Time until industrial use Current industrial use Less than 2 years Wire Plasma Arc ED Electron Beam PBF Cold Spray continues to mature 4 2 to 5 years Wire Laser Deposition Powder Laser Beam ED towards widespread indus
Slide 7: Leadership with proven industry experience
Leadership with proven industry experience For personal use only Herbert Koeck Jon Nield Colin Horman Klaas Rozema Bruce Colter Managing Director Chief Financial Officer Chief Operating Officer General Manager Titomic Europe General Manager Titomic USA Max Osborne Neil Matthews Dominic Parsonson Chr
Slide 8: Board directors with global coverage and experience
Board directors with global coverage and experience For personal use only Humphrey Nolan Herbert Koeck Mira Ricardel Non-Executive Chairman Managing Director Non-Executive Director Dag Stromme Jeff Lang Andreas Schwer Non-Executive Director Non-Executive Director Non-Executive Director Richard Wills
Slide 9: Technical Advisory Committee facilitating innovative solution development
Technical Advisory Committee facilitating innovative solution development For personal use only Professor Rhys Jones AC Dr Richard Hannink Dr Airlie Chapman Steve Georgiadis • Previously Research Leader (Aircraft • Honorary Fellow at CSIRO Manufacturing • PhD degree from the William E. Boeing • Aero
Slide 10: Taking our technology to the world – Global footprint
Taking our technology to the world – Global footprint For personal use only We’re on track to expand across Australia, Europe, US and beyond. Neos Titomic Tooling JV Titomic Europe Titomic USA Technology Partnership Titomic Reseller Titomic Sales Office Titomic Sales Shree Rapid Titomic Melbourne Ti
Slide 11: Widest Range of Products & Solutions
Widest Range of Products & Solutions For personal use only Smaller/Lower/Softer Bigger/Higher/Harder Titomic is the only Cold Spray Machine Scale company offering: Cold Spray Pressure Metal Hardness Products and Services • Low to high pressure Cold Spray Machine Scale Cold Spray Pressure • Soft to h
Slide 12: Existing diverse and customisable machine portfolio
Existing diverse and customisable machine portfolio For personal use only TKF 9000 TKF 1000 ISB Series D523 • High pressure Cold Spray additive • High pressure Cold Spray additive • Low pressure Cold Spray coating • Low pressure Cold Spray coating manufacturing and coating manufacturing and coating
Slide 13: Our rapidly growing trusted global customer base
Our rapidly growing trusted global customer base For personal use only 13
Slide 14: Five distinct fast growing revenue streams
Five distinct fast growing revenue streams For personal use only 4. Application 1. Machine Sales 2. Joint Ventures 3. Workflow Solutions 5. Resellers Development Broad range of machine • Building industry • Automated solutions to solutions • Development, capability for maximise uptime Territory Cove
Slide 15: Strategic Application Pillars
Strategic Application Pillars For personal use only Disciplined and focussed execution Additive Manufacturing Coatings & Repairs Repairs & Corrosion Embedded Sensors Radiation Shielding Wear Resistance Structures Cookware Ballistics Tooling Barrels • Narrowed from 167 individual applications Energy
Slide 16: Targeting growing markets
Targeting growing markets For personal use only Market Sizes and Estimated Revenues Additive Manufacturing Repair and Coatings Estimated Target Revenue Estimated Target Revenue Application Application Market to FY27 Market to FY27 Barrels $16.9b $50m* Wear Resistance $23.6b $36m (glass) Tooling Face
Slide 17: Titomic now kicking goals
Titomic now kicking goals Great progress made in last 12 months For personal use only Category Application Prior to FY2022 FY2022 FY2023 FY2024 FY2025 FY2026 FY2027 Validate Technology Barrels JV Agreement with Repkon JV Setup Additive Manufacturing Validate Technology JV Agreement with other partne
Slide 18: Barrels
Barrels Titomic enabling high performance barrels For personal use only Value Proposition Progress • Unique manufacturing solution for high performance • Repkon JV agreement being negotiated barrels • Demonstrator barrels supplied • The process combines the TKF system and Repkon’s • Qualification of
Slide 19: Tooling
Tooling Titomic enabling a simplified supply chain For personal use only Value Proposition Progress Offers numerous benefits for our partners and customers • Neos JV agreement being negotiated • Improved lead times • Demonstrator faceplates supplied • Near net shape – Minimal post-production and mac
Slide 20: Ballistics
Ballistics Titomic enabling lighter, monolithic protection For personal use only Value Proposition Progress • Affordable and lightweight titanium armour • STANAG and MIL standard benchmark testing • Near net shape manufacturing • Mechanical performance optimisation • Monolithic structures – weldless
Slide 21: Structures
Structures Titomic enabling commoditisation of titanium For personal use only Value Proposition Progress • Affordable titanium structures • Engineering projects underway for technical validation of material and manufacturing processes • Near net shape manufacturing • Material development – executing
Slide 22: Wear Resistance – Glass Equipment
Wear Resistance – Glass Equipment Titomic maximising uptime For personal use only Value Proposition Progress • Unique material solutions for functional coatings • Installation of first automated commercial production machine • Improved durability • Extending material portfolio to expand applications
Slide 23: Repairs & Corrosion
Repairs & Corrosion Titomic extending asset life For personal use only Value Proposition Progress • Unique material solutions for repair • Proven process and materials • Mature solutions platform • Ability to restore geometries • Global sales network with off-the-shelf solution • Repair in-situ • Co
Slide 24: Radiation Shielding
Radiation Shielding Titomic creating tailored, cost-effective shielding For personal use only Value Proposition Progress • Extending life of satellites • Capability to analyse and model missions • Mission specific tailored designs • Design shields for corresponding dose requirements • Weight efficie
Slide 25: Titomic is setup for growth
Titomic is setup for growth For personal use only Titomic is generating revenue in every selected segment Estimated Market Expected revenues to Category Size1 20272 Additive $50.4b $192m Manufacturing Coatings & 1Market sizes are based on products of $60.2b $145m Repairs which Titomic will manufactu
Slide 26: Other Information
For personal use only Other Information
Slide 27: Superior speed and size
Superior speed and size For personal use only Titomic Kinetic Fusion (TKF) Key attributes of the TKF process • Exclusive rights to commercialise a form of cold spray additive Speed manufacturing developed with CSIRO • Up to 3x faster than other Additive Manufacturing (AM) processes • This process, c
Slide 28: Certifications
Certifications For personal use only Over the last two years Titomic has put substantial resources into achieving a variety of key certifications in preparation for supply to the Aerospace sectors and is ISO27001, ISO9001 and AS9100D certified. 28
Slide 29: Unique powder supply for lower cost titanium
Unique powder supply for lower cost titanium For personal use only SEM micrographs Cost effective and clean Our TKF process can use hydride-dehydride (HDH) titanium powders to Right: Spherical titanium powder cut the cost and boost the performance of titanium parts. This clean hydrogen technology ha
Slide 30: Overview of the Cold Spray Industry
Overview of the Cold Spray Industry For personal use only Country Canada USA Australia Germany Japan Germany Australia USA Year Established 1957 1989 2014 1938 1980 2010 2017 2013 Company Type Private Private Private Public Private Private Public Private Business Fundamentals No. of Employees 1000*
Slide 31: For personal use only
For personal use only Titomic Limited, Ground Floor 365 Ferntree Gully Road, Mount Waverley, Victoria 3149, Australia PO Box 225, Mount Waverley, Victoria 3149, Australia