So .... wearing my "captain obvious" hat for a moment ......
..... remember that TTT's strategy appears to be the tried and tested "gold rush" model.
e.g In a gold rush, the best way to make a lot of money is be the company selling the shovels, pans and provisions ........
.... so the best way to make a lot of money with a new and patented additive design process is to be the company selling the licensed tech process, machines and consumables.
TTT's collaboration with bicycle manufacturers is to showcase and prove how much easier/faster/stronger high end bikes and components can be made from exotic/space age materials using the TTT kinetic fusion process and how much better the bikes can become using the strengths of the more accessible materials and fabrication process. Titomic have already made bikes using the process as a demo - so it's not about proving they can make a bike, the collaboration is about scaling and enhancing and improving.
Ultimately TTT will sell machines and have the ongoing sales of powdered metals to use with the machines (so initial money from the sales of fabrication machines, constant income stream afterwards selling powders). Titanium is the obvious material but it can be applied to other exotics as well.
If the bike manufacturers want more production capacity ..... (which they predictably will) they buy more machines (and more powder) and on it goes.
And (aside from immediate income streams) once proven to be commercially viable in one domain (high end bicycles) ..... it extends into many others as a "proven" technology (e.g aerospace, marine, defence etc.) ..... which leads to more collaborations, sells more machines and even more ongoing powder sales.
....... never think this is just about bikes ..... the bike collaboration is a very lucrative market, should provide a great income stream and it's happening (which is great!!!) but that's just the thin end of the wedge as to the TTT potential !
I'm looking forward to one heck of a share price ride in 2018
(20min delay)