3DA (ASX) 2026 and Beyond (The last year for 3DA?)

Originally posted by kenjikool: ↑

With AUKUS saying they are going to Tennessee (again on LinkedIn today), I think we can start to prepare for what that connection could look like for Amaero.

If Amaero were to be utilized by the AUKUS, several strategic, financial, and operational advantages could arise for the company, given its expertise in advanced additive manufacturing (AM) and production of high-value metal powders for defense, aerospace, and space applications. I've listed some great possibilities below in context of AUKUS’s objectives:

Supply Chain Resilience: AUKUS aims to enhance the defense industrial base and secure supply chains in the Indo-Pacific, particularly in response to geopolitical tensions and reliance on foreign manufacturing (e.g., China’s dominance in global supply chains). Amaero’s focus on reshoring critical materials like C103, refractory alloys, and titanium powders aligns directly with AUKUS’s goal of building resilient, domestic supply chains. This could position Amaero as a key supplier for AUKUS-related programs, especially for submarine and advanced technology components.
Support for Submarine Production: AUKUS’s Pillar 1 focuses on Australia acquiring nuclear-powered submarines, which requires advanced materials for high-performance components. Amaero’s expertise in producing powders for additive manufacturing and near-net-shape parts via Powder Metallurgy Hot Isostatic Pressing (PM-HIP) could address critical supply chain gaps, such as the production of large-scale castings and forgings needed for submarine construction. This could lead to contracts that materially contribute to Amaero’s revenue.
Pillar 2 Opportunities: AUKUS’s Pillar 2 emphasizes collaborative development of advanced technologies, including undersea capabilities, hypersonics, and electronic warfare. Amaero’s capabilities in manufacturing complex, high-temperature components for extreme environments (e.g., aerospace and defense) could make it a valuable partner for developing cutting-edge systems, enhancing its strategic relevance.
Access to Government Funding: Amaero has already secured a $23.5 million loan from the U.S. Export-Import Bank (EXIM) under the Make More in America Initiative, signaling U.S. government support for its role in advanced manufacturing. Involvement with AUKUS could unlock further non-dilutive funding, grants, or contracts from the U.S., UK, or Australian governments, reducing financial risk and supporting expansion.
Revenue Growth: AUKUS-related contracts, particularly for submarine production or advanced technology development, could significantly boost Amaero’s revenue. For example, its existing offtake agreement with ADDMAN for 2.25 tonnes of C103 powder and a 5-year preferred supplier relationship demonstrates its commercial potential. AUKUS contracts could scale such agreements, especially given Amaero’s claim to be the largest U.S. domestic producer of C103 and refractory powders.
Market Confidence and Share Price Growth: Amaero’s alignment with AUKUS could enhance investor confidence, as evidenced by its 40% one-year stock return driven by U.S. defense sector exposure. High-profile AUKUS contracts could further elevate its market profile, attracting institutional investors.
Technological Leadership: Collaboration with AUKUS partners could provide access to cutting-edge research and development (R&D) opportunities, particularly through partnerships with U.S. government-funded labs, Oak Ridge National Laboratory, or the University of Tennessee. This could enhance Amaero’s technological edge in additive manufacturing and PM-HIP, reinforcing its position as a global leader.
Certifications and Credibility: Amaero’s AS9100D aerospace quality certification and ITAR registration already align with U.S. defense standards, for clients clients like NASA, Lockheed Martin, and Boeing. AUKUS involvement could further solidify its reputation as a trusted supplier, opening doors to additional high-value contracts.
Dual U.S.-Australia Presence: Although Amaero has ceased operations in Australia to focus on the U.S., its ASX listing and historical ties to Australia (e.g., Monash University) position it uniquely to bridge AUKUS’s trilateral framework. This dual identity could facilitate contracts across all three nations, enhancing its geopolitical relevance.
High-Profile Leadership: The presence of high-impact advisors like former U.S. National Security Advisor H.R. McMaster and ex-DARPA staffer Michael Maher on Amaero’s board could strengthen its ability to secure AUKUS contracts. Their connections to U.S. defense policymakers could provide strategic insights and access to decision-makers.
Addressing Supply Chain Vulnerabilities: Amaero’s ability to produce C103 and refractory powders domestically reduces reliance on single U.S. suppliers and mitigates long lead times for castings and forgings. This capability aligns with U.S. national priorities to support the submarine industrial base, positioning Amaero as a critical player in AUKUS’s supply chain strategy.
Job Creation and Economic Impact: AUKUS-related work could drive job creation at Amaero’s Tennessee facility, aligning with U.S. and Australian economic goals. For example, its initial U.S. setup created many jobs in Bradley County, Tennessee, and further contracts could amplify this impact, enhancing Amaero’s regional influence.
Global Market Expansion: Success with AUKUS could elevate Amaero’s profile in global defense and aerospace markets, attracting additional clients in allied nations (e.g., NATO members) seeking similar advanced manufacturing solutions
If AUKUS were to utilize Amaero, the company could gain significant advantages, including strategic alignment with defense priorities, access to funding and contracts, operational expansion, and enhanced market positioning. Its expertise in additive manufacturing and high-value metal powders positions it well to support AUKUS’s submarine program and advanced technology development, potentially driving revenue growth and long-term sustainability.
I would expect to see some AUKUS representatives walking the facility in May 23-24th? Get it on people!!!

Hank has been getting the people together to best serve his agenda. HIP, Additive manufacturing and Defence experts. All aligned with the company to best move it forward. Anyone arguing this, sorry, this is the best ASX stock for FY 2026. I'm going to go fully loaded on this baby.

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Awesome! Do we know if Aukus is going to meet Hank or visit Amaero?

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Last 39.0¢		Change 0.020(5.41%)		Mkt cap ! $255.4M

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