19 Nov 2021

AGM Presentation

Annual General Meeting 2021 Chairman’s Address AML3D Strategic Plan AGM 19 November 2021. Australian Patent 2019251514. AML3D ® , WAM ® , WAMSoft ® , ARCEMY ® are all registered trademarks for AML3D Limited. © AML3D ® 2021. All rights reserved. 2 We utilise new technologies to pioneer and lead metal additive manufacturing globally. We partner with our clients to enable them to become globally competitive. We do this by helping them establish industry 4.0 capability through our additive manufacturing solutions using IOT Technology. Integrity Collaborative Can Do Team Focused Creative VISION MISSION VALUES Multiple Business Streams Management team onboard to drive value and deliver sustainable returns for shareholders • Fee for Service • Production of specialist parts saving customer's time and money • High demand for in-house 3D printing capability • Unit sales representing a significant segment of sales • Annual service fee, including training, software updates and staffing • Optimising process and feedstock alloys to deliver the best solution in the market • Highly focused on developing new and improved Alloys for Wire feedstock Sales © AML3D ® 2021. All rights reserved. 3 CONTRACT MANUFACTURING ARCEMY ® UNIT SALES WAMSOFT ® LICENSING RESEARCH & TECHNOLOGY AGM 19 November 2021. Australian Patent 2019251514. AML3D ® , WAM ® , WAMSoft ® , ARCEMY ® are all registered trademarks for AML3D Limited. Customer Journey MILESTONE Long-term ongoing customer revenue can take anywhere from six months to two years FROM 6 MONTHS TO 2 YEARS Initial engagement through approaches or targeted marketing ENGAGEMENT Build of component in line with bespoke customer requirements PROTOTYPE Stringent and intensive testing of product to prove its strength and capability, compliance to standards TESTING Successful testing delivers material long-term contract for improved 3D printed product CONTRACT Sustainable and ongoing revenue generated REVENUE TECHNICAL Successful testing INITIATES technical scoping of the products, certification process and negotiation of project T&C’s © AML3D ® 2021. All rights reserved. 4 AGM 19 November 2021. Australian Patent 2019251514. AML3D ® , WAM ® , WAMSoft ® , ARCEMY ® are all registered trademarks for AML3D Limited. 14 63 0 10 20 30 40 50 60 70 2020 2026 Market Size (US$bn) Global Additive Manufacturing Market Size (US$bn) 1 CAGR 29.5% Market Opportunity Additive manufacturing market expected to grow at a CAGR of 29.5% to 2026 • Market size increase estimated at US$63 billion by 2026 2 • AML3D’s WAM ® technology poised to capture market share as emissions targets set • Growth reflects the commercialisation in industries such as automotive, aerospace & defence © AML3D ® 2021. All rights reserved. 5 2 As per Mordor Intelligence report “3D Printing Market – Growth, Trends, Covid-19 Impact, and Forecast (2019-2026)”, released November 2020 AML3D WAM ® technology is market leading and driving revenue growth in a massive and exponentially growing market AGM 19 November 2021. Australian Patent 2019251514. AML3D ® , WAM ® , WAMSoft ® , ARCEMY ® are all registered trademarks for AML3D Limited. 0 0.2 0.4 0.6 0.8 1 1.2 1.4 0 10 20 30 40 50 60 70 80 90 Amaero Titomic Aurora 3D MetalForge AML3D Millions Enterprise Value vs FY21 Receipts from Customers* EV FY21 Receipts from Customers Peer Comparisons AML3D significantly undervalued when Enterprise Value against Customer Receipts is compared with peers EV (A$mil) Customer Receipts (A$mil) © AML3D ® 2021. All rights reserved. 6 *Enterprise Value sourced from S&P Capital IQ as of 25/10/21, customer receipts from June Quarterly Cash Flow Reports. 3D MetalForge customer receipts annualised due to January 2021 listing on the ASX. AGM 19 November 2021. Australian Patent 2019251514. AML3D ® , WAM ® , WAMSoft ® , ARCEMY ® are all registered trademarks for AML3D Limited. Foundation for success and returns in place © AML3D ® 2020. All rights reserved. 7 Our values drive our approach to innovate, satisfy customers and ultimately deliver sustainable shareholder returns PEOPLE The best technical minds CAPABILITY Best technical minds that have built WAM® technology from ground up INNOVATION Research and development focus to deliver new solutions for customers CULTURE We focus on our people and build strong customer relationships through integrity and performance Board and management with a broad and global skill set WAM ® TECHNOLOGY ARCEMY ® UNITS Quick manufacturing turnaround and small footprint that expedites delivery capability Market disrupting through Patented technology ahead of peers and traditional approaches FINANCIAL CAPABILITY Sufficient cash to deliver material and recurring revenue SUSTAINABLE SHAREHOLDER RETURNS Our main focus is to deliver long-term sustainable returns for shareholders by growing market share and securing multiple recurring revenue streams AGM 19 November 2021. Australian Patent 2019251514. AML3D ® , WAM ® , WAMSoft ® , ARCEMY ® are all registered trademarks for AML3D Limited. Managing Director’s Address Why AML3D? © AML3D ® 2021. All rights reserved. 9 CERTIFICATIONS DISRUPTIVE EMMISSIONS REDUCTION KEY CUSTOMERS COMMERCIALISATION OF R&D SPEND ARCEMY ® unit sales and contract manufacturing driving greater efficiency Front runner in a disruptive multi-billion $ market targeting global expansion Foundation customers secured to deliver long-term contract revenue Key certifications (including ISO 9001 and Lloyd’s Register, DNV-GL) and IP in place Combining 3D printing with in-house software commercialises emerging sectors AGM 19 November 2021. Australian Patent 2019251514. AML3D ® , WAM ® , WAMSoft ® , ARCEMY ® are all registered trademarks for AML3D Limited. WAM ® : Advantages of Our Technology WAM ® Technology vs Typical Subtractive : • Up to 30% stronger than cast or forged parts • 75% faster customisation without tooling investments • 70% cost reduction through weight, time and logistics • 80% less waste WAM ® Technology vs Powder Additive 3D : • Greater ability to penetrate global markets and sectors • Larger range and availability of metal alloys • Stronger/fully dense microstructures CERTIFIED STRONGER FASTER EFFICIENT SUSTAINABLE AGM 19 November 2021. Australian Patent 2019251514. AML3D ® , WAM ® , WAMSoft ® , ARCEMY ® are all registered trademarks for AML3D Limited. © AML3D ® 2021. All rights reserved. 10 ARCEMY ® Sales Penetrating Target Markets ARCEMY ® Units a Catalyst for Sector Advancement Internationally & Domestically • Units delivered to engineering and manufacturing firms in both Singapore and Australia • Providing foothold into APAC region and establishes brand awareness internationally • Metalworks industry order demonstrates AML’s flexibility in producing specialised ARCEMY ® units • Continued demand for in – house manufacturing capabilities, with customers favouring the flexibility, higher deposition speeds and reduced downtime provided by ARCEMY ® units • Significant growth in target markets use of 3D printed additive manufacturing • Target markets experiencing growth include: Marine, Aerospace, Defence, Space, Mining, Oil & Gas AGM 19 November 2021. Australian Patent 2019251514. AML3D ® , WAM ® , WAMSoft ® , ARCEMY ® are all registered trademarks for AML3D Limited. © AML3D ® 2021. All rights reserved. 11 Strong aerospace production pipeline being built with key aerospace companies • AML3D to supply a specialised WAM ® 3D printed part to a leading North American aerospace manufacturing company • The bespoke prototype part will be made of a high nickel alloy Moving into Space Exploration AGM 19 November 2021. Australian Patent 2019251514. AML3D ® , WAM ® , WAMSoft ® , ARCEMY ® are all registered trademarks for AML3D Limited. © AML3D ® 2021. All rights reserved. 12 Exciting Opportunities in Wire Additive Manufacturing (WAM ® ) • Progress from Deakin University contributes to the development of a new, high strength, aluminium-scandium wire feedstock for WAM ® • New alloy with AML3D’s technology will provide a clear competitive advantage for AML3D and our customers Breakthrough in Wire Feedstock AGM 19 November 2021. Australian Patent 2019251514. AML3D ® , WAM ® , WAMSoft ® , ARCEMY ® are all registered trademarks for AML3D Limited. © AML3D ® 2021. All rights reserved. 13 Factory of the Future with BAE Systems Joining BAE’s and Flinders University’s Research & Development Facility • Joining a global leader in defence and collaborating highlights the best-in-class technology AML3D has built • Joint Research Program with Flinders University to investigate corrosion resistance properties of WAM ® for application in submersed marine environments • Feeds into applications for Oil & Gas and Offshore Wind Farm components © AML3D ® 2021. All rights reserved. 14 AGM 19 November 2021. Australian Patent 2019251514. AML3D ® , WAM ® , WAMSoft ® , ARCEMY ® are all registered trademarks for AML3D Limited. Next Generation Printing Technology Next-Generation Hybrid Printing is 5x Faster than Existing Printers • Twin wire technology further improves machine productivity to reach 30 kilograms per hour for larger scale components • Hybrid ARCEMY ® combines WAM ® /final machining software and allows for “one-stop” delivery of finished products • AML3D with CSIRO is implementing a new material strength prediction software application for the Company’s WAMSoft ® expected to roll out in 2022 AGM 19 November 2021. Australian Patent 2019251514. AML3D ® , WAM ® , WAMSoft ® , ARCEMY ® are all registered trademarks for AML3D Limited. © AML3D ® 2021. All rights reserved. 15 Current Customer Pipeline Selected Examples FY21 FY22 FY23 FY24 Contract Manufacturing – Aerospace and Defence Lightforce Boeing Defence Engineering Defence Engineering Contract Manufacturing – Maritime Keppel BAE/ASC Marine/Defence Contract Manufacturing – General AdditiveNow General Engineering © AML3D ® 2021. All rights reserved. 16 High Certainty High Prospect Completion Date AGM 19 November 2021. Australian Patent 2019251514. AML3D ® , WAM ® , WAMSoft ® , ARCEMY ® are all registered trademarks for AML3D Limited. Disclaimer AML3D Limited (“AML3D” or “the Company”) does not take responsibility for any information, statement or representation contained in this presentation or any omission from it. AML3D has not carried out an audit or verified any of the information contained herein. Any projections and forecasts contained in this presentation represent best estimates only and involve significant elements of subjective judgement and analysis which may or may not be accurate. No representation or warranty is given as to the achievement or reasonableness of any plans, future projections, management targets, prospects or returns and nothing in this presentation is or should be relied upon as a promise or representation as to the future. AML3D disclaim all liability for any loss or damage of whatsoever kind (whether foreseeable or not) which may arise from any person acting on any information and opinions contained in this presentation, notwithstanding negligence, default or lack of care. No responsibility is accepted to inform the recipient of this presentation of any matter arising or coming to AML3D’s notice in relation to this opportunity. In providing this presentation, no obligation is undertaken to provide the recipient with access to any additional information. The recipient should not rely on any material contained in this presentation as a statement or representation of fact. No recipient should expect AML3D to owe it any duties or responsibilities in connection with any transaction. To the maximum extent permitted by law, AML3D expressly disclaim any and all liability (including without limitation for negligence) for representations or warranties or in relation to the accuracy or completeness of the information, statements, opinions or matters - expressed or implied, contained in, arising out of, derived from or for omissions from this presentation or any other written or oral communications transmitted or made available including, without limitation, any historical financial information, any estimates or projections and any other financial information derived therefrom. This presentation is not and does not constitute an offer to sell or the solicitation, invitation or recommendation to purchase any securities and neither this presentation nor anything contained in it forms the basis of any contract or commitment. © AML3D ® 2021. All rights reserved. 18 AGM 19 November 2021. Australian Patent 2019251514. AML3D ® , WAM ® , WAMSoft ® , ARCEMY ® are all registered trademarks for AML3D Limited.
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