Ann: Amaero to participate in a 'Meet the CEO and ED' briefing, page-20

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Scott th Ratbag

47,953 Posts.

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14/07/21

23:56

Post #: 54510451
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Originally posted by Pary: ↑

If you have a chance you should listen to Alan Kohler's interview of the CEO: Amaero Pitches End-to-End Solutions for Aviation, Defence, Tooling - Eureka Report
I was expecting the biggest revenue making would be in Ti and other metal powder production and part making. In fact the tolling for Fletchers insulation production seems to be a real money maker. Also a great news is that 3DA is expected to be cash positive after Middle East project starts, so the end of this year or early next year. I've copied and pasted a few related fragments below:

Initially, it’s focused on titanium, but we will be providing other powders as well. That facility is capable of producing an output of about 120 tonnes per annum. The going rate is around about $300 Australian Dollars a kilogram, so we’re estimating roughly $30 million per annum as being the expected revenue output from that.
The second project is about additive manufacture tooling. The tooling project is focused on the tools that are used for producing pink batts, the glass/wool/insulation-type material. We started this project about a year ago with Fletcher Insulation and their licensor has a global demand for roughly $US350 million per year, just in this one tool design. We think that’s probably the largest single tooling consumption of anything and…
How soon do you think you’ll be cash flow positive?
With all of those things happening, basically as soon as the Middle East Project kicks off, we’re going to be cash flow positive. Then we’re going to have sustainable cash flows from commodity sales once the powder facility’s operating.

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thanks for posting Pary.

this is what I truly like and respect in a business. building the plan.

3DA Price at posting: 64.0¢ Sentiment: Buy Disclosure: Held
3 Upvote

0 Great analysis

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