2021 02 Position Paper 3DA Amaero International RaaS Positioning Paper 2021 02 02.pdf
RAAS Report released yesterday.
Earnings assumptions.We have derived base case forecasts both with and without the various projects that Amaero has discussed in its recent presentation (November AGM). We have done so because earnings forecasts and valuation will be impacted by the commencement and timing of decisions on these projects. Our earnings forecasts presented below include the Fletcher Insulation tooling contract but not the broader opportunity to access Fletcher’s global network, nor do we include any forecasts for the potential Middle East 3D printing centre or the Australian titanium powder manufacturing facility. Our forecasts apply the following assumptions:
Our valuation includes our expectation that Amaero will need to raise an additional $20m in capital in the next two years until it becomes cashflow positive. They are suspect another two capital raises.
Very nice summary and analysis. If management can execute, big things ahead.
3DA Growth
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