3DA 2024 and beyond, page-279

  1. 13,365 Posts.
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    So when I satarted this thread at the start of the FY, who would have thought that we would be lower in SP today than then? Obviously not the upramping, Pumper Kenjikool!!! what.png

    So looking at what I stated I'll still happily stand by what I typed and say that I feel confident that this is what I thought at the time and still believe and am very surprised that we are not much higher. This is what my thoughts were and in Red what I thought and reality )

    We have just ticked over into the FY 2025. So what did Hank tell us will happen this FY? Also the question is, since taking over when has Hank ever been late on anything? When has he been ahead of time? So remembering this, I think we can feel confident by the end of this CY, before Xmas we'll see the following.

    • The C-103 and Ti64 powder qualification Completed 10-15c up tick as this was the final step to qualification
    • The naming of the company that has signed the offtake agreement Completed 5c uptick as it was named and confirmed as the biggest buyer of c-103
    • one, two or 3 more offtake agreements, one likely to be the Oakmont Labs- working with/for the DOD. I believe we have sold some here, but not material
    • Another round of CR at higher SP to US investors. This will get us to over 51% of holders being US based so funding from the federal government will be a possible outcome. I would imagine a more than likely situation. Completed. However earlier than i hoped at a lower SP. Mostly due to the above not coming to fruition. Instead of the Sp being 65-70 we did a CR at 35c. The market rewarded the company becoming commercial and qualification and 2 atomiser ann with -15c from the initial build up. Maybe my naïve optimism that the market had already priced this in clouded my judgement.
    So what about the rest of this FY? The following is not only likely, but almost a given.
    • First sales and delivery to our offtake partner (Castheon/Addman?) Have we sent ADDMAN any product yet?
    • 2nd Atomiser to arrive at Tennessee to be commissioned. Now they've done one, the second will be short work I'm sure. This is due January I believe?

    So where too now for 3DA? Next stages may be along these lines.

    • Australian market not really helping us much. Is there a chance we could see a form of Duel listing? Hank has said not yet, however with Trump coming in MAGA will help companies like Amaero as they will be wanting home grown/produced goods. American jobs, American products. Will this change Hanks forcast and have him speed this process up? Some may want to get into the company at the early stages? Watching this one to see.
    • A friend of mine was in Canberra last week at old parliament house. They were listening to the US results and Albo apparently was looking a little green in the gills as the Trump victory was more and more likely. The reason we were talking about this was I was telling him about Amaero. He said yeah, 3d printing getting big it should do well. Then he said something else making good gains is pressing huge parts in one piece. He works in recruitment in DoD and is just learning about HIP. I showed him our webpage and he emailed me this morning and said, count me in.
    • TAX. So I think we can assume with Trump coming in with 15% tax rates, our forecasts can be looked at and our net $$$ will need to be adjusted.
    • I also wonder if Hank may change his tune with Ann. So for example the Castheon lead project, maybe a little fluffy, but its sales of powder and working with some big names. I believe we have sold some to DoD labs, Ann this type of sales while maybe not hugely material it gets us some publicity.
    • Sales. The great thing about now being a producer, we never know when that next Ann will come. Whether a HIP or Power contract all will just suddenly appear. I believe we'll get another before Xmas.
    • Funding/Grants. A lot of money (Billions) have been set out to be given in this industry. many scrambling for a piece of the pie. With HR in our corner I think this will likely give us momentum while the others will be in a three legged race with each other.
    • TRUMP. This could well be the biggest factor in the whole process. It is clear the MAGA movement is here to stay. Jobs, Amaero will need people if the contracts come. Tennessee voted 64.2% for Trump, I think businesses will be well rewarded for their loyalty. The company is located right in the middle of the RED on the boarder of Alabama, Gorgia and North Carolina. Whether you like him or not, the company has been given a massive boost with Trump winning, TAX, Funding MAGA movement. All point for a very good FY25 and CY 25 for 3DA.

    SP right now is lagging but I see that already the shorts are getting nervous, someone has already closed out their position. Lets see where this heads from here. BUT and a very big BUT, I am a delusional upramping Pumper, trying my best to highlight why 3DA is a winner in FY25. Take all this with a pinch of salt. Of course I'm trying to create interest in the company, it's not for you, but I'm more than happy for anyone to come along for the ride and join me in financial freedom


    https://hotcopper.com.au/data/attachments/6594/6594068-19f456717f8432b89c199a4645826372.jpg
 
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