3DA - Amaero Limited

[Dona Ferentes]

for those liking a talking head,

webinar

Amaero International (ASX:3DA) - Webinar Presentation - ShareCafe

Hank J. Holland, Chairman & CEO, Amaero International (ASX:3DA) is at the leading edge of advanced materials and manufacturing. The Company uses cutting-edge technologies to produce refractory metals and specialty alloy powders for critical applications.

www.sharecafe.com.au

 

[Country Lad]

Hank J. Holland, Chairman & CEO,

Executive Chairman? I pass.

 

[Dona Ferentes]

now 24c
.
what's under the belt?
.
Progress in December and line of sight to milestones
• Capital raise upsized by 25% and was oversubscribed by 50%+. Pegasus led capital raise with $4 million commitment subject to shareholder approval at EGM on 22nd December.
• Advancing corporate credit facility with US based bank.
• 1st atomizer delivered to Tennessee facility.
• Final design and engineering advanced with Phase I design completed. Commenced construction of Phase I fit out.
• Fairmont Consulting Group Market Study completed.
• Finalizing engagement with U.S.-based investment bank to advise Amaero in connection with strategic financing, corporate strategy and financial planning.
• Finalizing purchase order for 2nd atomiser.
• Expect to commence installation of 1st atomiser in advance of prior April guidance.
• Advancing commercial discussions, including offtake agreement and feedstock supply agreement.
• Advancing government grant / funding discussions.


and what's in the boxes?

 

[Dona Ferentes]

mo' moolah.
.
A trading halt is requested pending an announcement by the Company in relation to an equity capital raising and the finalisation of a material contract.
.
now $0.37

Amaero International Limited is an ASX-listed company focused on high-value refractory, specialty alloy and Ti-64 powder production for additive manufacturing of mission-critical components for the defence, space and aviation industries.

 

[mullokintyre]

mo' moolah.
.
A trading halt is requested pending an announcement by the Company in relation to an equity capital raising and the finalisation of a material contract.
.
now $0.37

Amaero International Limited is an ASX-listed company focused on high-value refractory, specialty alloy and Ti-64 powder production for additive manufacturing of mission-critical components for the defence, space and aviation industries.

Its too late DF, I have already been severely burnt by 3DA.
Mick

 

[Ibza]

Tipped this for the May competition.

The chart looks really good. A possible head and shoulders pattern in play on the Weekly chart. The share price has been steadily increasing in a leading diagonal pattern and may start to rocket up.

View attachment 175743

 

[Ibza]

Tipping this for the June Comp.

The same main pattern exists, that is a head and shoulders pattern. The share price has been stalling and finishing it's previous wave. Still waiting for that rocket upwards but appears to be closer now.
The chart also resembles BUB which had a similar uptrend.

 

[Dona Ferentes]

Progress ... and line of sight to milestones

that was so much fun, we'll do it again. and again.... 36.5c

Tqrading halt is requested pending an announcement by the Company in relation to an equity capital raising.

 

[Dona Ferentes]

back trading & now 38c

• Amaero has successfully completed an upsized institutional placement to raise A$25.0 million following strong support from existing cornerstone institutional shareholders as well as from new Australian and international institutions. The offering was priced at A$0.35 per share, a 4% discount to last closing price.
• Net proceeds from the Placement will primarily be used to fund the purchase of capital equipment including the second atomizer and improvements to the Company’s headquarters in Tennessee.
• Post transaction pro forma cash balance of approximately A$37.2 million to contribute to funding the Company’s planned capital investment program as it ramps up production.

 

[Dona Ferentes]

now 33c

the Export-Import Bank of the United States bipartisan Board of Directors unanimously approved a direct loan in the amount of US$23.5 million to Amaero Advanced Materials & Manufacturing Inc., a wholly-owned U.S. operating subsidiary of Amaero. Based on exchange rate of $0.621, the loan commitment equals A$37.8 million.

Market cap $200M

 

[Dona Ferentes]

that was so much fun, we'll do it again. and again.... 36.5c
Trading halt is requested pending an announcement by the Company in relation to an equity capital raising.

da capo

$0.335

A trading halt is requested pending an announcement by the Company in relation to an equity capital raising.

 

[System]

On April 8th, 2025, Amaero International Limited changed its name to Amaero Limited.

 

[Dona Ferentes]

Updated Guidance
…………………………

Highlights:
● On 14 August 2024, the Company estimated that it would achieve EBITDA breakeven in FY2026. The Company now expects to achieve positive EBITDA in FY2027.
● On 14 August 2024, the Company estimated that the planned capital investments for the 3-year period of FY2024-FY2026 to equal approximately A$72 million. The Company reaffirms that the planned capital investments for the 3-year period ending FY2026 is unchanged at an estimated A$72 million.
● On 11 February 2025, the Company stated that it was fully funded following the A$22 million Placement. The Company reaffirms that following the A$36 million Export-Import Bank equipment financing andthe A$22 million Placement, it is fully funded.
● On 24 April 2025, the Company stated that it was positioned to transition to commercialization in FY2026, that revenue growth was expected to accelerate in the current quarter (4Q FY2025) and that revenue was expected to significantly scale in FY2026. The Company reaffirms that revenue growth is expected to accelerate in the current quarter and that revenue is expected to significantly scale in FY2026.

The extended Continuing Resolution for the FY2025 congressional United States budget and the Department of Defense programs paused “new starts” and “re-starts” has contributed to a delay in revenue and new contracts. Additionally, various hypersonic programs have advanced more slowly through research, development, testing, and evaluation. An updated Fairmont Consulting study estimates demand for C103 powder at approximately 93 tonnes in FY2030 versus an earlier estimate on 8 February 2024 of approximately 105 tonnes in FY2028

 

[peter2]

Just a note to mention that 3DA - Amaero also makes metal powders for the addictive manufacturing process.
Their process is different to IPX and MPW. Also up on today's IPX news that's promising for the sector.

 

[Captain_Chaza]

Crikey Capt P2! ---------- I can see what you mean !

Salute and Gods' Speed

 

[Dona Ferentes]

... the addictive manufacturing process.
Their process is different to IPX and MPW.

but you still get hooked?

downward trend looks broken

NH, NH

 

[peter2]

Heh, heh, the manufacturing process is additive while the price up trends are addictive.

 

[bk1]

Volume spikes...

 

[Dona Ferentes]

$0.38

Updated Financial Guidance for FY2026​

Highlights
• As announced on 13 August, Amaero estimates revenue of A$5.5 million for Q1 FY2026. The estimated revenue reflects a 550% increase over Q1 FY2025 period.
• Amaero estimates revenue for FY2026 to equal A$30 million to A$35 million. The estimated revenue reflects an increase of approximately 800%-900% compared to the FY2025 period.
• Amaero estimates revenue contribution to be approximately 40% in 1H FY2026 and approximately 60% in 2H FY2026.