AML3D LIMITED — AGM Information 2021

Nov 18, 2021

Annual General Meeting 2021

Chairman’s Address

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AML3D Strategic Plan

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VISION

We utilise new technologies to pioneer and lead metal additive manufacturing globally.

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MISSION

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.

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VALUES

Integrity

Collaborative

Can Do

Team Focused

Creative

© AML3D[®] 2021. All rights reserved. 2

AGM 19 November 2021. Australian Patent 2019251514. AML3D[®] , WAM[®] , WAMSoft[®] , ARCEMY[®] are all registered trademarks for AML3D Limited.

Multiple Business Streams

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CONTRACT ARCEMY[®] UNIT WAMSOFT[®] RESEARCH MANUFACTURING SALES LICENSING & TECHNOLOGY

• 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

Management team onboard to drive value and deliver sustainable returns for shareholders

© AML3D[®] 2021. All rights reserved. 3

AGM 19 November 2021. Australian Patent 2019251514. AML3D[®] , WAM[®] , WAMSoft[®] , ARCEMY[®] are all registered trademarks for AML3D Limited.

Customer Journey

FROM 6 MONTHS TO 2 YEARS MILESTONE

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ENGAGEMENT TESTING CONTRACT
Initial engagement Stringent and intensive testing Successful testing delivers
through approaches or of product to prove its strength material long-term contract for
targeted marketing and capability, compliance to improved 3D printed product
standards
PROTOTYPE TECHNICAL REVENUE
Build of component in Successful testing INITIATES Sustainable and ongoing
line with bespoke technical scoping of the products, revenue generated
customer requirements certification process and negotiation
of project T&C’s
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Long-term ongoing customer revenue can take anywhere from six months to two years

© AML3D[®] 2021. All rights reserved. 4

AGM 19 November 2021. Australian Patent 2019251514. AML3D[®] , WAM[®] , WAMSoft[®] , ARCEMY[®] are all registered trademarks for AML3D Limited.

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

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Global Additive Manufacturing Market Size (US$bn) [1]
70
60 63
50
40
CAGR 29.5%
30
20
10 14
0
2020 2026
Market Size (US$bn)
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2As 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

© AML3D[®] 2021. All rights reserved. 5

AGM 19 November 2021. Australian Patent 2019251514. AML3D[®] , WAM[®] , WAMSoft[®] , ARCEMY[®] are all registered trademarks for AML3D Limited.

Peer Comparisons

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EV Customer Receipts
(A$mil) Enterprise Value vs FY21 Receipts from Customers (A$mil)
90 1.4
80
1.2
70
1
60
0.8
50
40
0.6
30
0.4
20
0.2
10
0 0
Amaero Titomic Aurora 3D MetalForge AML3D
EV FY21 Receipts from Customers
Millions
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*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.

AML3D significantly undervalued when Enterprise Value against Customer Receipts is compared with peers

© AML3D[®] 2021. All rights reserved. 6

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

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PEOPLE
Board and management with a broad
and global skill set
WAM [®] TECHNOLOGY
Market disrupting through Patented
technology ahead of peers and
CAPABILITY SUSTAINABLE
Best technical minds that have built The best technical minds traditional approaches SHAREHOLDER
WAM® technology from ground up RETURNS
ARCEMY [®] UNITS
Our main focus is to deliver long-term
Quick manufacturing turnaround and small
sustainable returns for shareholders by
INNOVATION footprint that expedites delivery capability growing market share and securing
Research and development focus to multiple recurring revenue streams
deliver new solutions for customers
FINANCIAL CAPABILITY
Sufficient cash to deliver material and
CULTURE recurring revenue
We focus on our people and build strong
customer relationships through integrity
and performance
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Our values drive our approach to innovate, satisfy customers and ultimately deliver sustainable shareholder returns

© AML3D[®] 2020. All rights reserved. 7

AGM 19 November 2021. Australian Patent 2019251514. AML3D[®] , WAM[®] , WAMSoft[®] , ARCEMY[®] are all registered trademarks for AML3D Limited.

Managing Director’s Address

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Why AML3D?

DISRUPTIVE

CERTIFICATIONS

KEY CUSTOMERS

EMMISSIONS REDUCTION

COMMERCIALISATION OF R&D SPEND

Front runner in a disruptive multi-billion $ market targeting global expansion

Key certifications (including ISO 9001 and Lloyd’s Register, DNV-GL) and IP in place

Foundation customers secured to deliver long-term contract revenue

ARCEMY[®] unit sales and contract manufacturing driving greater efficiency

Combining 3D printing with in-house software commercialises emerging sectors

© AML3D[®] 2021. All rights reserved. 9

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 :

WAM[®] Technology vs Powder Additive 3D :

• Up to 30% stronger than cast or forged parts

• Greater ability to penetrate global markets and sectors

• 75% faster customisation without tooling investments

• Larger range and availability of metal alloys

• 70% cost reduction through weight, time and logistics

• Stronger/fully dense microstructures

• 80% less waste

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CERTIFIED STRONGER FASTER EFFICIENT SUSTAINABLE
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© AML3D[®] 2021. All rights reserved. 10

AGM 19 November 2021. Australian Patent 2019251514. AML3D[®] , WAM[®] , WAMSoft[®] , ARCEMY[®] are all registered trademarks for AML3D Limited.

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

© AML3D[®] 2021. All rights reserved. 11

AGM 19 November 2021. Australian Patent 2019251514. AML3D[®] , WAM[®] , WAMSoft[®] , ARCEMY[®] are all registered trademarks for AML3D Limited.

Moving into Space Exploration

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

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© AML3D[®] 2021. All rights reserved. 12

AGM 19 November 2021. Australian Patent 2019251514. AML3D[®] , WAM[®] , WAMSoft[®] , ARCEMY[®] are all registered trademarks for AML3D Limited.

Breakthrough in Wire Feedstock

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

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© AML3D[®] 2021. All rights reserved. 13

AGM 19 November 2021. Australian Patent 2019251514. AML3D[®] , WAM[®] , WAMSoft[®] , ARCEMY[®] are all registered trademarks for AML3D Limited.

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

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© 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

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© AML3D[®] 2021. All rights reserved. 15

AGM 19 November 2021. Australian Patent 2019251514. AML3D[®] , WAM[®] , WAMSoft[®] , ARCEMY[®] are all registered trademarks for AML3D Limited.

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
High Certainty High Prospect Completion Date

© AML3D[®] 2021. All rights reserved. 16

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.