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AML3D LIMITED AGM Information 2022

Nov 22, 2022

64357_rns_2022-11-22_c3342859-5eaa-474f-88d6-267de04a4aab.pdf

AGM Information

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Annual General Meeting

© AML3D[®] 2022. All rights reserved. 1

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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.

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

© AML3D[®] 2022. All rights reserved. 2

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Experienced board with broad and global skillsets

Enhanced by appointment of Noel Cornish as Chairman

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Noel Cornish AM

Chairman, Non-Executive Director

Noel Cornish AM is one of Australia’s foremost business leaders. Currently Chair of Hunter Valley Coal Chain and Non-Exec Director of University of Wollongong Global Enterprises. Noel is a Fellow of the Australian Institute of Company Directors.

Sean Ebert

Non-Executive Director

Sean has over 25 years of executive and board level experience within the engineering sectors of oil and gas, mining and resources and emerging technologies in Australia and internationally.

Leonard Piro

Non-Executive Director

Former Deputy Chief Executive

of the SA Department of Trade and Economic Development, Executive Director Manufacturing and Chief Executive Automotive Industry Transformation Taskforce.

Andrew Sales

Executive Director, CTO

Founding director of AML3D. A Chartered Engineer and expert

in welding technology with 30 years of global experience within the oil & gas, resources and mining, and advanced manufacturing sectors.

Christine Manuel

Company Secretary

Christine held Company Secretary and executive roles in a range of entities over more than 20 years. Christine was formerly Company Secretary of Santos Group and People’s Choice Credit Union.

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

© AML3D[®] 2022. All rights reserved. 3

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2022 Agenda

Chairman’s Address – Noel Cornish Chief Executive Officer’s Address – Ryan Millar Formal Business – Noel Cornish

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

© AML3D[®] 2022. All rights reserved. 4

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AgeChairman’s Annual d Chairman’s Address –AddressGeneral Noel Cornish Chief Executive Officer’s Address – Ryan Millar Meeting Formal Business – Noel Cornish 2022

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

© AML3D[®] 2022. All rights reserved. 5

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Chief Executive Officer’s address Chief Executive Officer’s address

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

© AML3D[®] 2022. All rights reserved. 6

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Building off a strong foundation

Introduction to new CEO, Ryan Millar

Realising the growth strategy

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Ryan Millar, Chief Executive Officer

18 years of executive leadership experience, including developing high-performance scale-up businesses locally and in international markets. Previously CEO of EESI Group and holds an MBA from the Australian . Graduate School of Management

Track record

EESI Group (2017 – 2022)

  • 2021 EBIT growth of 300% – revenue growth of 70%

  • Developed, commercialised and spun-out algorithm IP into a new, software business

  • Responsible for driving M&A activity working closely with Private Equity

MOQdigital (2015 – 2017)

  • Key member of senior leadership team that grew revenues from ~$30M to $55M+ in FY 2017

  • Major client wins – Mortgage Choice, Toga Group

  • Business model focussed on commercialising IP for new revenue streams

Objective: Drive next phase of AML3D’s growth by leveraging track record of expanding existing revenue streams, building recurring revenue, managing costs and commercialising IP.

Hewlett Packard Asia Pac & Japan (2013 – 2015)

  • Turn around from loss making in FY14 to profitable in FY15

  • Major client wins – Telstra, Westpac, National Australia Bank, MOD Japan, Panasonic, NEC

  • Winner, HP Global Vice President Award for leadership, initiative and overall impact

© AML3D[®] 2022. All rights reserved. 7

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

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Leadership in advanced technology manufacturing A unique and exciting high-tech company

  • AML3D is an advanced manufacturing technology firm that combines sophisticated software, advanced robotics and leading-edge metallurgical science

  • AML3D’s competitive advantage is its proprietary, certified wire additive manufacturing, or WAM[®] technology, which produces stronger, higher quality, industrial scale metal components

  • WAM[®] is a disruptive technology that allows AML3D to deliver better components faster and more effectively than traditional manufacturers

  • WAM[®] involves the deposition of metal, layer upon layer, in precise geometric shapes

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

© AML3D[®] 2022. All rights reserved. 8 © AML3D[®] 2022. All rights reserved.

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AML3D’s proprietary additive manufacturing solutions AML3D’s WAM[®] technology combines sophisticated software, advanced robotics and leading-edge metallurgical science uses

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Robotically controlled for
precision and accuracy
Wire feed contact
delivery unit including
New layer with
inert shielding gas
precision-controlled
Layer by layer
cooling
manufacture
Controlled metal Fully dense parts
Substrate for part transfer through arc fully compliant to
build and controlled plasma for molten required standards
cooling metal layering
----- End of picture text -----

WAM[®]

  • Combines sophisticated robotics, AML3D’s proprietary software, cutting edge metallurgical and arc welding science

  • The WAM[®] process uses precision arc direct energy deposition (DED) to precisely deposit layers of wire feedstock to 3D metal print

  • The higher quality WAM[®] printed industrial scale metal components are created to a near net shape, which is then machine finished

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

© AML3D[®] 2022. All rights reserved. 9

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FY22 Operational Highlights

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ARCEMY[® ] deployment

Delivering in-house point of need manufacturing solutions.

ARCEMY[® ] unit installations

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  • June 2022 –

Flinders University and BAE Systems Australia’s “Factory of the Future” in Adelaide

  • November 2021 –

  • Royal Melbourne Institute of Technology

  • October 2021 – University of Queensland

Strong demand in the US for embedded, at the point of need, additive manufacturing units across defence and maritime

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

© AML3D[®] 2022. All rights reserved. 11

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Contract manufacturing

Developing impressive client base and proof of technology.

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Oil &
Gas
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Defence
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Aerospace
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Energy
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  • Contract for world’s largest 3D metal printed commercial pressure vessel for a US Oil and Gas major

  • • Purchase contract for pressure and corrosion-resistant titanium plunger for a new Oil and Gas customer

  • • Repeat parts manufacturing contract for Thyssenkrupp

  • New Defence Aerospace contract to print a 500kg aluminium nozzle in four sections

  • • BAE Systems Australia test parts contract to support Hunter class Frigate program

  • • Initial test parts contract for major US based Aerospace and Defence company expanded by 150% within 2 months

  • North American Aerospace contract to metal print specialised, high strength alloy prototypes

  • Power plant parts and digitisation of component library for a major Australian Energy company

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

© AML3D[®] 2022. All rights reserved. 12

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R&D projects hitting key milestones Investing in new products, processes and markets

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Optimising of Scandium Containing Aluminium Alloys Project, to create high strength wire feedstock for AML3D’s WAM[®] process expected to lead to new applications across the Automotive, Resources and broader Marine and Transport industries

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Proof of concept integration of Boron Nitride Nanotubes (BNNT) into Aluminium to create stronger, lighter, more thermally and radiation resistant aluminium composites attracting commercial interest

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‘Next Generation’ ARCEMY[®] project targeting 5x faster, twin wire printing and integration of final machining and strength prediction software for higher quality one-stop production, building on the Next-Generation Hybrid Printing project with the CSIRO

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

© AML3D® 2022. All rights reserved 13

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Investment thesis and growth strategy

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Investment thesis

A technology enabled, disruptor of the metal manufacturing industry

  • Proprietary, certified, industry 4.0 Wire Additive Manufacturing technology

  • Creates significant value to customers in industrial scale 3D printing

  • Multiphase revenue growth strategy

  • Well positioned in the fast growth additive manufacturing market

  • Global market application

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© AML3D[®] 2022. All rights reserved. 15

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Growth drivers

Generating value over three time horizons

Immediate

Medium

Longer-term

  • Leveraging contract manufacturing wins with global Tier 1 customers across the Oil & Gas, Aerospace, Defence and Maritime sectors

  • Develop high margin, long tail ARCEMY[®] deployment and support contracts with an initial focus on the US and Defence contracts

  • Maintain leadership position by continuing to invest in our R&D for software and metallurgical science.

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

© AML3D® 2022. All rights reserved. 16

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ARCEMY[®] units to become key growth driver Meeting customer demand for timely, point of need manufacturing solutions

ARCEMY[®] solutions

  • Supply, support and servicing ARCEMY[® ] units

  • Generates software licensing and support and training contracts

  • Enable cost and time effective in-house industrial 3D metal printing at point of need

  • Tiered model from entry level educational ARCEMY[® ] systems to full service, large, global, tier 1 customer 540 mm and Government contracts

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

© AML3D[®] 2022. All rights reserved. 17

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Maintaining technology leadership position R&D to drive ARCEMY[®] unit development and new clients wins

R&D

  • Continual development of the WAMSoft[®] software

  • ‘Next Generation’ multi-robot, faster deposition ARCEMY[®] units project.

  • Design, prototype, testing new, exotic materials to deepen existing manufacturing capability and access new sectors and applications

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

© AML3D[®] 2022. All rights reserved. 18

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Enhanced leadership team

Key appointments bring global experience of delivering commercial outcomes

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Noel Cornish AM, Chairman, Non-Executive Director

Noel Cornish AM is one of Australia’s foremost business leaders. Currently Chair of Hunter Valley Coal Chain and Non-Exec Director of University of Wollongong Global Enterprises. Noel is a Fellow of the Australian Institute of Company Directors.

Ryan Millar, Chief Executive Officer

Ryan has over 18 years of executive leadership experience, including developing high-performance scale-up businesses locally and in international markets. Ryan was previously CEO of EESI Group.

Kerrye Owen, VP of Global Sales

Kerrye brings over 22 years of sales and business development experience to AML3D, gained at several leading global companies such as Gartner, EY and most recently, GE Digital.

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

© AML3D® 2022. All rights reserved. 19

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Conclusion

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