AML3D LIMITED — Investor Presentation 2021

Oct 25, 2021

Investor Presentation October 2021

Who is AML3D?

Company Snapshot

• AML3D is a leading technology firm specialising in advanced software for metal additive manufacturing allowing game changing large scale 3D metal printing.

• Wire Additive Manufacturing (WAM[®] ) involves the deposition of metal, layer upon layer, in precise geometric shapes.

• This technique allows the creation of improved parts and extensively reduced lead times.

• AML3D ’s patented Wire Additive Manufacturing (WAM[®] ) process creates stronger parts in a more cost - effective .

• manner than traditional processes

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© AML3D [®] 2021. All rights reserved. 1
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Australian Patent 2019251514. AML3D[®] , WAM[®] , WAMSoft[®] , ARCEMY[®] are all registered trademarks for AML3D Limited.

AML3D – Corporate Snapshot

	CAPITAL STRUCTURE – 25 October 2021
	ASX Code ASX:AL3 Share Price(25/10/2021) $0.155 Shares on Issue ~150.4m
	Options on Issue 9.5m
	Market Capitalisation ~A$23.3m
	Cash (as of 30 September 2021) ~A$5.4m
	Enterprise Value ~A$17.9m

REGISTER BREAKDOWN*

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Retail
28%
Board &
60% Management
12%
Institutional
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Recent Activity

• Receipts from customers of $1.2 million in FY21 (up 823% from $130k in FY20)

• Seven ARCEMY[®] modules have increased in-house printing capability to ~30tpa

Broader Growth Strategy

• Grow contract manufacturing customer base to deliver long-term material contracts

• Commercially focused R&D, for technology innovation and product development

*As at 1st October

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

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

AML3D – Board & Key Management

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Stephen Gerlach Chairman

Stephen is Chancellor of Flinders University. He is also the Chairman of Adelaide Capital Partners. Formerly the Chairman of Santos Group and Elders Australia Ltd.

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Andrew Sales Managing Director

A Chartered Engineer and a renowned expert in welding technology with 30 years of global experience in the resources sector, holding various roles in upper management.

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Sean Ebert Non-Exec. Director

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

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Leonard Piro Non-Exec. Director

Former Deputy Chief Executive of the SA Department of Trade and Economic Development and Chief Executive of Automotive Industry Transformation Taskforce.

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Kevin Reid

Non-Exec. Director

Chartered Accountant with 24 years practice as a partner with PwC and BDO practicing as an assurance expert. He has experience with a wide range of listed companies.

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Hamish McEwin

CFO

A leader with 25 years of accounting, finance, and senior management roles. Hamish specialises in driving operational transformation and nurturing talent.

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

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

AML3D Proprietary Technology

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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

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CERTIFIED STRONGER FASTER EFFICIENT SUSTAINABLE
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© AML3D[®] 2021. All rights reserved. 5

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

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. 6

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

AML3D Market Opportunity & Business Model

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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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AML3D WAM[®] technology is market leading and driving revenue growth in a massive and exponentially growing market

2As per Mordor Intelligence report “3D Printing Market – Growth, Trends, Covid-19 Impact, and Forecast (2019-2026)”, released November 2020

© AML3D[®] 2021. All rights reserved. 8

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

AML3D: Multiple Business Streams

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

• Fee for Service

• Production of specialist parts saving customers 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. 9

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

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

The Customer Journey

FROM 6 MONTHS TO 2 YEARS

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ENGAGEMENT TESTING Initial engagement Stringent and intensive testing through approaches or of product to prove its strength targeted marketing and capability, compliance to standards PROTOTYPE TECHNICAL Build of component in Successful testing INITIATES line with bespoke technical scoping of the products, customer requirements certification process and negotiation of project T&C’s

CONTRACT

Successful testing delivers material long-term contract for improved 3D printed product

MILESTONE

REVENUE Sustainable and ongoing revenue generated

Long-term ongoing customer revenue can take anywhere from six months to two years

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

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. 12

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

AML3D: 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. 13

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

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AML3D Technology Developments & R&D

1. Breakthrough In Wire Feedstock

Exciting Opportunities in Wire Additive Manufacturing (WAM[®] )

• Progress from Deakin University contributes to the development of a new, high strength, aluminum-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. 15

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

2. 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. 16

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

3. 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. 17

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

AML3D Pricing Relative to Peers

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Peer Comparisons	Peer Comparisons	Peer Comparisons	Peer Comparisons	Peer Comparisons
	EV							Customer Receipts
	(A$mil)			Enterprise Value vs FY21 Receipts from Customers*					(A$mil)
	90									1.4
	80 Millions
										1.2
	70
										1
	60
	50									0.8
	40									0.6
	30
										0.4
	20
										0.2
	10
	0									0
		Amaero			Titomic	Aurora	3D MetalForge	AML3D
alue sourced from S&P Capital IQ as of 25/10/21, customer receipts from June Quarterly Cash					EV	FY21 Receipts from Customers

*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. 19

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. 20

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

Investor Presentation Thank you