AML3D LIMITED — AGM Information 2020

Nov 23, 2020

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Annual General Meeting 2020 24 November 2020

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[®] 2020. All rights reserved. 1

CONFIDENTIAL / AML3D[®] , WAM[®] , WAMSoft[®] , ARCEMY[®] are all registered trademarks for AML3D Limited.

Chairman’s Address

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AML3D[®] Overview

Our goal: To become a leading diversified large-scale metal fabricator by commercialising our proprietary WAM® technology

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Disruptive Commercialisation Scaleable Technology Underway Footprint

• Wire additive manufacturing • Numerous customer

• • Sequential layering of metal contracts signed in 2020 • Disrupting traditional • Pipeline of new contracts fabrication industry • Revenue generation from:

• • Stronger, quicker, less waste o Contract manufacturing than forged equivalents o Licensing

• • Lloyd’s Register certification o ARCEMY[®] sales o Consumable sales

• Adelaide head office and manufacturing hub

• • Singapore manufacturing site established

• • Small footprint required for roll-out of manufacturing sites

• Capitalised Large Market Growth Opportunity

• • • $7m placement completed ~US$10bn market size[1] October 2020 • Growing to US$36bn

• • $13 million cash on hand by 2024 as at 31 October 2020 • Ongoing investment for

• • No debt product diversification • Revenue growth underway

1. Source: Terry Walters et al, Wolhers Report 2019 (Wohlers Associates, 24th ed, 2019)

© AML3D[®] 2020. All rights reserved. 3

AGM / 24 November 2020 / AML3D[®] , WAM[®] , WAMSoft[®] , ARCEMY[®] are all registered trademarks for AML3D Limited.

Business Model

CONTRACT MANUFACTURING

ARCEMY ® SALES

LICENSING, SERVICE & MAINTENANCE OPTIMISATION

CONSUMABLES SUPPLY

• Fee for Service manufacturing • Mobile 3D printing modules for customers available for sale

• Significant markets - Targeting • High demand from marine, mining Singapore (Asia) first and oil & gas industries to have

• • capability in-house

• Design optimisation service for WAM® Additive Manufacturing

• Services remote locations generating significant cost and time savings

• Customised production of specialist parts saving time and money

• Ongoing annual service fee, • Key agreements with major global including training, software producers for wire feed stock updates and staffing •

• Consumable wire feed stock

• • Optimisation services to provides ancillary revenue stream continually improve the quality of the welding technology

MODEL TO MARKET

Direct to customer via AML3D® Module sales via appointed global Long term support contracts on approved vendor list distributors, 2 appointed to date post sale of ARCEMY® units

Direct to customer and indirect through distributors

AML3D ® HAS A COMPLEMENTARY, MULTIPLE REVENUE STREAM BUSINESS MODEL

Where customers look to establish in-house 3D print capability, the ARCEMY® print module provides the technical solution together with structured service and support. For customers requiring a cost effective contract manufacturing service with short lead times, the bureau model provides an efficient service with a centre in Australia and another to be established in Singapore.

© AML3D[®] 2020. All rights reserved. 4

AGM / 24 November 2020 / AML3D[®] , WAM[®] , WAMSoft[®] , ARCEMY[®] are all registered trademarks for AML3D Limited.

Strong Progress Since Listing

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----- Start of picture text -----

$0.70
3 Sep 20
New contract with
$0.60 Austal boat builders
24 Aug 20
$0.50 AdditiveNow
collaboration
5 Oct 20
Successful placement,
$0.40 raising $7m
$0.30 2 Jun 20
First ARCEMY [®] module
to ST Engineering
$0.20
29 Jul 20
Body Armour testing
with Lightforce
$0.10
16 Apr 20
Successful IPO, raising
$9m at $0.20 per share
$0.00
Apr-20 May-20 Jun-20 Jul-20 Aug-20 Sep-20 Oct-20
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Commercialising WAM® technology for cost-effective production of large, high performance metal components and structures	Commercialising WAM® technology for cost-effective production of large, high performance metal components and structures
AML3D (ASX: AL3)
Share Price1	$0.42
Shares on Issue	149.6m
Market Capitalisation	$62.8m
Debt	Nil
Cash2	$13m
1. As at 23 November 2020 2 At31 Otb 2020

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© AML3D[®] 2020. All rights reserved. 5

AGM / 24 November 2020 / AML3D[®] , WAM[®] , WAMSoft[®] , ARCEMY[®] are all registered trademarks for AML3D Limited.

An Exciting Outlook

Additive Manufacturing Market Outlook

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40
35
30
25
20
15
10
5
0
1993 1999 2005 2011 2017 2023
Market Size (US$ Billions)
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The highly disruptive additive manufacturing market is estimated to grow at a CAGR of 17.7% during the forecast period 2019 – 2027

• Additive manufacturing market grew to US$1 billion over the first 20 years, proceeding to double to US$2 billion over following 5 years

• Current market size is estimated to be >US$10 billion

• Significant growth to continue as major industry participants adopt newly innovated technologies

• Market estimated to reach US$35.6 billion by 2024

• COVID-19 further highlights the need for high-quality, cost effective advanced manufacturing solutions that are not reliant on long lead supply chains from overseas

Figures and forecasts from Terry Walters et al, Wolhers Report 2019 (Wohlers Associates, 24th ed, 2019)

© AML3D[®] 2020. All rights reserved. 6

AGM / 24 November 2020 / AML3D[®] , WAM[®] , WAMSoft[®] , ARCEMY[®] are all registered trademarks for AML3D Limited.

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Managing Director’s Address

Highly Disruptive Technology

WAM[®] Benefits

• Builds objects via sequential layers of metal

• Bespoke products for customers

• Up to 30% stronger than cast or forged parts

• 75% faster customisation without tooling investments

• 70% cost reduction through weight, time and logistics efficiencies

• 80% less waste generated

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CERTIFIED STRONGER FASTER EFFICIENT SUSTAINABLE

Disrupting traditional forging / casting industry through WAM[®] technology

© AML3D[®] 2020. All rights reserved. 8

AGM / 24 November 2020 / AML3D[®] , WAM[®] , WAMSoft[®] , ARCEMY[®] are all registered trademarks for AML3D Limited.

Commercialisation of WAM[® ] Underway

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Revenue New Customer Generation Customers Pipeline • 12 customer • 50+ discussions initiated

• Contract manufacturing • 12 customer

• • ARCEMY[®] sales contracts signed

• 30+ component and

• • Initial focus on specification requests component testing • Strong demand across

• • Anticipated recurring multiple industries annual revenue stream • High pipeline conversion expected

• Licensing

• • Consumable sales

Target industries Aerospace & Defence · Marine · General Manufacturing · Mining, Oil & Gas

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© AML3D[®] 2020. All rights reserved. 9

AGM / 24 November 2020 / AML3D[®] , WAM[®] , WAMSoft[®] , ARCEMY[®] are all registered trademarks for AML3D Limited.

Scaleable Manufacturing Footprint

• Adelaide head office and manufacturing hub

• Singapore manufacturing site established in 2020

• Low-cost global rollout of manufacturing sites to profitable markets

• Three key country markets to be targeted over the next 1 to 2 years

Head Office Current Satellite Target Satellite

Small Adelaide footprint ready to enable global roll-out of manufacturing sites

© AML3D[®] 2020. All rights reserved. 10

AGM / 24 November 2020 / AML3D[®] , WAM[®] , WAMSoft[®] , ARCEMY[®] are all registered trademarks for AML3D Limited.

Investment Highlights & Catalysts

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Disruptive Technology

AML3D[®] is disrupting traditional fabrication industry; first wire arc manufacturing facility globally to receive Lloyd’s Register certification

Commercialisation Underway

Engaged with large number of customers that have the potential to deliver significant contract manufacturing revenues

Scaleable Footprint

Adelaide and Singapore manufacturing sites established; Small footprint required for roll-out of manufacturing sites

Capitalised Growth

• $13m cash on hand with no debt; capitalised to deliver sustainable revenue growth and underlying earnings

Large Market Opportunity

~US$10bn market size, growing to US$36bn by 2024; targeting tier-1 customers across Marine, Defence, Aerospace, Mining, Energy and General Manufacturing

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Upcoming Catalysts

FY21 Focus Areas

• Growing manufacturing capabilities in Singapore and Adelaide

• Pursuing global business opportunities in target industries

• Expanding contract manufacturing base to drive long-term repeat customers

• Building ARCEMY[®] modules to service customers inhouse 3D printing needs

• Growing recurring revenue via annual software licensing, service and maintenance agreements and sale feedstock

Broader Growth Strategy

• Continuing research and development activities

• Refining and enhancing product range and processes

• Global distribution of ARCEMY[®] modules

• Growing contract manufacturing customer base

© AML3D[®] 2020. All rights reserved. 11

AGM / 24 November 2020 / AML3D[®] , WAM[®] , WAMSoft[®] , ARCEMY[®] are all registered trademarks for AML3D Limited.

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Annual General Meeting 2020 24 November 2020 Thank you