Well this will really get "those 2" upset with the Kenji ramping.
I think it is now safe to say 3DA have become or will become a supplier of Space X for powder. Unfortunately we can't just throw out a big announcement about it as it's all NDA's and 3rd party suppliers. However if you add 1+1 the it 90% = Space X. Grok (Elon's AI) tends to agree.
Conclusion
Velo3D does have a contract with SpaceX, formalized in September 2024 as an $8 million Intellectual Property License and Support Services Agreement. This deal grants SpaceX access to Velo3D’s additive manufacturing technology, including Sapphire systems used to print C-103 components for rockets like Falcon and Starship. The agreement builds on a partnership since 2018, with SpaceX using 22 Velo3D machines to produce critical parts like Raptor engine components. Castheon, using similar Velo3D technology, is likely an indirect supplier to SpaceX, though no direct Castheon-SpaceX contract is confirmed. For further details, you could explore SpaceX’s supplier portal or Velo3D’s investor relations (ir.velo3d.com), though proprietary restrictions may limit public disclosures.
"Amaero will be an exclusive supplier to Velo3D for Niobium C103 and other refractory alloy powders,
including Molybdenum, Tantalum, Tungsten, and Zirconium alloys. Amaero will be preferred supplier to
Velo3D for titanium alloy powders"
"The qualification commences a five year preferred supplier agreement whereby
Amaero will be the primary supplier of C103, refractory and titanium alloy AM powder
to ADDMAN Group and its subsidiaries, including Castheon and Keselowski
Advanced Manufacturing. Expected future sales are material to Amaero’s revenue;
moreover, the attributable revenue is a key assumption underpinning Amaero’s
expectation that it will achieve EBITDA breakeven in FY2026. "
So no ramping here, I've posted the facts. Imagine our share price if we could ann we are now sup0pliers to Space-X Literally, rocket ships!
SP doesn't care.. weren't you expecting that 30c capper to get taken out in one go post contract announcement a few days ago?? I've never seen someone so far off the mark so many times!
(20min delay)