This interview has been posted on the AML3D's Facebook page if the links does not work. IT IS A MUST READ (OR LISTEN TO) for all shareholders. There are lots of great insights which I had not seen before with some very specific information. My list is not complete, just the new insights:
1. Major US competitor is Lincoln Electric ($12B) on making 3D parts
2. Margins on machine sales 60%. Significant margins with ongoing licensing & support
3. 1st US production system go live 12th Dec. Second system in Jan.
4. Interesting comments re being takeover target in the future. Clearly aware of the risk as they get a foothold in US... suggest reading transcript so I don't "scare the cats" or get misinterpreted on this point.
5. $16M per year of Sales is current break even point. As I have said, it's worth taking the time to look at this the AML3D site as there are lots more insights.
All of these reinforce why most of us are in this stock. https://www.intelligentinvestor.com.au/investment-news/life-in-3d/154077?utm_campaign=ER%20Podcasts%202024&utm_content=1732755960&utm_medium=Intelligent%20Investor&utm_source=facebook&fbclid=IwZXh0bgNhZW0CMTEAAR1THjLjzObzHagGruAaVT0bTpyVTkvY4O6qqZAPPGjyVGyPjWog_y_Xtg0_aem_8QqXdQ3DYjlaa7p9ehE5hw. *******= I n t e l l I g e n t I n v e s t o r
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Last
13.5¢ |
Change
-0.005(3.57%) |
Mkt cap ! $72.59M | |||
| Open | High | Low | Value | Volume |
| 13.5¢ | 14.0¢ | 13.5¢ | $53.10K | 390.8K |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 21 | 1050967 | 13.5¢ |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| 14.0¢ | 444210 | 10 |
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| Last trade - 16.10pm 17/06/2025 (20 minute delay) ? |
| AL3 (ASX) Chart |