How much now and how much $$$ question was interesting

Summary Table of US Navy Forecast spending

Category	Fiscal Year(s)	Amount (billion USD)	Scope
Ship Maintenance (base)	FY 2026	16.2	Depot-level repairs, hull-section replacements
Ship Maintenance + Modernization	FY 2026	~18–20	Includes reconciliation funding
Shipbuilding (new hull construction)	FY 2024–2053 (avg)	34–36	New ships, major hull sections, structural frames

Question what amount in $ could AML 3d extract from this summary?

Adoption-Rate Scenarios

Budget Category	Total ($B)	Low (0.1%)	Medium (1%)	High (5%)
Ship Maintenance (base)	16.2	0.016 B	0.162 B	0.81 B
Maintenance + Modernization	19 (midpoint)	0.019 B	0.19 B	0.95 B
New-Hull Construction (annual)	35	0.035 B	0.35 B	1.75 B

Last question- What would this do to AML 3d market cap ( NB we are a MICRO CAP stock)

Revenue Capture Scenarios

We apply AML3D’s current Price/Sales multiple (8.16×) to each annual revenue scenario from US Navy adoption.

ScenarioRevenue Capture (USD)Approx. AUD¹Implied Market Cap (AUD)Conservative$ 70 million$ 105 million$ 857 millionRealistic$ 702 million$ 1.05 billion$ 8.57 billionAggressive$ 3.51 billion$ 5.27 billion$ 43.0 billion

¹Assumes USD 1 = AUD 1.5

Relative Upside

Conservative scenario implies a ~6× uplift over today’s AUD 134 million.

Realistic adoption could drive a ~64× expansion.

Aggressive take-rate would multiply current market cap by ~320×.

Impact on AML3D’s Market Capitalization

Current Metrics

Below are AML3D’s key valuation metrics as of mid-2025:

Current market cap: AUD 134.44 millionPrice/Sales (ttm): 8.16×

Revenue Capture Scenarios

We apply AML3D’s current Price/Sales multiple (8.16×) to each annual revenue scenario from US Navy adoption.

ScenarioRevenue Capture (USD)Approx. AUD¹Implied Market Cap (AUD)Conservative$ 70 million$ 105 million$ 857 millionRealistic$ 702 million$ 1.05 billion$ 8.57 billionAggressive$ 3.51 billion$ 5.27 billion$ 43.0 billion

¹Assumes USD 1 = AUD 1.5

Relative Upside

Conservative scenario implies a ~6× uplift over today’s AUD 134 million.Realistic adoption could drive a ~64× expansion.Aggressive take-rate would multiply current market cap by ~320×.

Assumptions & Risks

We’ve held P/S constant at 8.16×; in reality a big revenue jump could compress or expand that multiple.Currency conversion may vary—using 1 USD = 1.5 AUD for illustration.Time horizon matters: near-term pilot revenues won’t immediately translate into full-scale adoption.