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AML3D LIMITED — AGM Information 2023
Nov 7, 2023
64357_rns_2023-11-07_85f5efa6-cbe5-4896-b889-b9118cff909b.pdf
AGM Information
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2023
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 Annual General Meeting 2023
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Australian Patent 2019251514. AML3D[®] , WAM[®] , WAMSoft[®] , ARCEMY[®] are all registered trademarks for AML3D Limited.
© AML3D[®] 2023. All rights reserved.
EXPERIENCED BOARD WITH BROAD AND GLOBAL SKILLSETS
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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-Executive Director of University of Wollongong Global Enterprises. Noel is a Fellow of the Australian Institute of Company Directors.
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Sean Ebert
Managing Director, CEO
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.
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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.
Kaitlin Smith
Company Secretary
Kaitlin has over 10 years’
professional experience as the Company Secretary of several ASX listed companies in a variety of industries. She holds a Bachelor of Commerce and is a Chartered Accountant and Fellow of the Governance Institute of Australia.
AML3D Annual General Meeting 2023
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Australian Patent 2019251514. AML3D[®] , WAM[®] , WAMSoft[®] , ARCEMY[®] are all registered trademarks for AML3D Limited.
© AML3D[®] 2023. All rights reserved.
AGENDA
01 CHAIRMAN’S ADDRESS 02 CEO AND MD’S ADDRESS 03 FORMAL BUSINESS
AML3D Annual General Meeting 2023
Australian Patent 2019251514. AML3D[®] , WAM[®] , WAMSoft[®] , ARCEMY[®] are all registered trademarks for AML3D Limited.
© AML3D[®] 2023. All rights reserved.
CHAIRMAN’S ADDRESS – YEAR IN REVIEW
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Significant demand in the United States of America
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US scale up strategy in place
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Multiple contract wins
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Image: Kerrye Owen from her visit to CoE
AML3D Annual General Meeting 2023
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Australian Patent 2019251514. AML3D[®] , WAM[®] , WAMSoft[®] , ARCEMY[®] are all registered trademarks for AML3D Limited.
© AML3D[®] 2023. All rights reserved.
CHAIRMAN’S ADDRESS – U.S. SCALE UP SUCCESS
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Key US Navy contracts secured
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Value-added reseller expands sales capabilities
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Additional growth levers
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TIMEFRAME
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Feb. 2023 Mar. 2023 Jul. 2023 Aug. 2023 Sep. 2023 Oct. 2023 ARCEMY X N.A.B. alloy ARCEMY X N.A.B. alloy CuNi alloy ARCEMY 6700 to Oak Ridge testing to Danville testing extended testing to Cogitic A$2 million 1 Tonne N.A.B. Navy component prototype ARCEMY CONTRACTS ARCEMY 2600 TESTING to LWS
AML3D Annual General Meeting 2023
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Australian Patent 2019251514. AML3D[®] , WAM[®] , WAMSoft[®] , ARCEMY[®] are all registered trademarks for AML3D Limited.
© AML3D[®] 2023. All rights reserved.
CHAIRMAN’S ADDRESS – ADDITIONAL GROWTH OPPORTUNITIES
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ARCEMY system sales in Australia
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Contract manufacturing for Tier 1 global clients
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Supporting Australian defence sector
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AML3D Annual General Meeting 2023
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Australian Patent 2019251514. AML3D[®] , WAM[®] , WAMSoft[®] , ARCEMY[®] are all registered trademarks for AML3D Limited.
© AML3D[®] 2023. All rights reserved.
CHAIRMAN’S ADDRESS – ADDITIONAL GROWTH OPPORTUNITIES
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Multiple industry standards accreditation
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Focus on ARCEMY technology builds strong order book
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US growth strategy in place
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AML3D Annual General Meeting 2023
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Australian Patent 2019251514. AML3D[®] , WAM[®] , WAMSoft[®] , ARCEMY[®] are all registered trademarks for AML3D Limited.
© AML3D[®] 2023. All rights reserved.
CHAIRMAN’S ADDRESS – ADDITIONAL GROWTH OPPORTUNITIES
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New leadership structure reflects US focus
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Right mix of skills and experience at Board level
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Positioned for strong growth
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Sean Ebert Managing Director and CEO
Pete Goumas
President U.S. Operations
AML3D Annual General Meeting 2023
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Australian Patent 2019251514. AML3D[®] , WAM[®] , WAMSoft[®] , ARCEMY[®] are all registered trademarks for AML3D Limited.
© AML3D[®] 2023. All rights reserved.
CEO AND MD’S ADDRESS – STRONG FOUNDATION
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New leadership structure
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Access to large, high growth markets
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Supplying US Department of Defense
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AML3D Annual General Meeting 2023
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Australian Patent 2019251514. AML3D[®] , WAM[®] , WAMSoft[®] , ARCEMY[®] are all registered trademarks for AML3D Limited.
© AML3D[®] 2023. All rights reserved.
STRONG FOUNDATION – TECHNOLOGY LEADERSHIP
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Proprietary technology advantage
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Advanced manufacturing at industrial scale
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Supporting the US Navy’s submarine industrial base
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AML3D Annual General Meeting 2023
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Australian Patent 2019251514. AML3D[®] , WAM[®] , WAMSoft[®] , ARCEMY[®] are all registered trademarks for AML3D Limited.
© AML3D[®] 2023. All rights reserved.
STRONG FOUNDATION – BUILDING CORPORATE CAPABILITY
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Successful entry into US Defence sector
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Investing in US management team and facilities
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Optimise US operating model
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AML3D Annual General Meeting 2023
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Australian Patent 2019251514. AML3D[®] , WAM[®] , WAMSoft[®] , ARCEMY[®] are all registered trademarks for AML3D Limited.
© AML3D[®] 2023. All rights reserved.
STRONG FOUNDATION – FINANCIAL PERFORMANCE
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Over A$9.5 million of orders in hand
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Expect record revenue performance in FY24
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Strong FY24 pipeline opportunities extend into FY25
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9.5m A$
15x
Current orders-in-hand total A$9.5 million, an almost 15-fold increase over FY23. With A$8.5 million generated in America.
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$10
$9
$8
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$6
$5
$4
$3
$2
Contracts
$1 Components
ARCEMY
$0
Orders
in hand
FY23 FY24
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AML3D Annual General Meeting 2023
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Australian Patent 2019251514. AML3D[®] , WAM[®] , WAMSoft[®] , ARCEMY[®] are all registered trademarks for AML3D Limited.
© AML3D[®] 2023. All rights reserved.
STRONG FOUNDATION – BUILDING CORPORATE CAPABILITY
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Established US value added reseller agreement
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Building out direct US sales capability
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Technology leadership to drive demand
AML3D USA and Phillips Corp Sales Teams
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AML3D Annual General Meeting 2023
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Australian Patent 2019251514. AML3D[®] , WAM[®] , WAMSoft[®] , ARCEMY[®] are all registered trademarks for AML3D Limited.
© AML3D[®] 2023. All rights reserved.
STRATEGY FOR GROWTH – U.S. DEFENCE SECTOR
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Accelerate ARCEMY SYSTEM sales to support US Navy
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Expand sales to US Navy supplier network
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Recurring software licensing, service and maintenance revenue
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AML3D Annual General Meeting 2023
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Australian Patent 2019251514. AML3D[®] , WAM[®] , WAMSoft[®] , ARCEMY[®] are all registered trademarks for AML3D Limited.
© AML3D[®] 2023. All rights reserved.
STRATEGY FOR GROWTH – GLOBAL TIER 1 CORPORATES
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Target new global Tier 1 Oil & Gas, Marine and Aerospace customers
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Expand relationships with existing global Tier 1 customers in the US
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Leverage US experience to access new defence markets
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AML3D Annual General Meeting 2023
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Australian Patent 2019251514. AML3D[®] , WAM[®] , WAMSoft[®] , ARCEMY[®] are all registered trademarks for AML3D Limited.
© AML3D[®] 2023. All rights reserved.
TECHNOLOGY LEADERSHIP – ARCEMY[®] DEVELOPMENT
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Invest in technology to maintain competitive advantage
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Secure additional industry standards accreditations
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Protect IP to support access tom new markets
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AML3D Annual General Meeting 2023
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Australian Patent 2019251514. AML3D[®] , WAM[®] , WAMSoft[®] , ARCEMY[®] are all registered trademarks for AML3D Limited.
© AML3D[®] 2023. All rights reserved.
TECHNOLOGY LEADERSHIP – R&D ECO-SYSTEM
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Creation of an ARCEMY® R&D eco-system
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Leverage R&D network to access new customers
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Future proof technology leadership
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AML3D Annual General Meeting 2023
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Australian Patent 2019251514. AML3D[®] , WAM[®] , WAMSoft[®] , ARCEMY[®] are all registered trademarks for AML3D Limited.
© AML3D[®] 2023. All rights reserved.
INVESTMENT THESIS
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Strong and accelerating growth in the US defence market
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Significant value creation for customers is driving demand
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Multiple new markets and products to underpin long term growth
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AML3D Annual General Meeting 2023
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Australian Patent 2019251514. AML3D[®] , WAM[®] , WAMSoft[®] , ARCEMY[®] are all registered trademarks for AML3D Limited.
© AML3D[®] 2023. All rights reserved.
CONCLUSION
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Right technology in the right market at the right time
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Significant growth opportunities
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Expectations for significant value creation
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AML3D Annual General Meeting 2023
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Australian Patent 2019251514. AML3D[®] , WAM[®] , WAMSoft[®] , ARCEMY[®] are all registered trademarks for AML3D Limited.
© AML3D[®] 2023. All rights reserved.
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2023