So lets break this down for eveyone at home. Using the...

So lets break this down for eveyone at home. Using the information we have from presentations and the deal with Velo3D.

• • C103 Powder:
    • Feedstock price: Mid-high of A$1,390–A$1,850 = A$1,720 per kg.
    • Total feedstock cost for 500 kg: 500 × A$1,720 = A$860,000.
    • Estimated powder price: Mid-high of A$4,620–A$5,390 = A$5,005 per kg.
    • Total revenue for 500 kg: 500 × A$5,005 = A$2,502,500.
  • Ti64 Powder:
    • Feedstock price: Mid-high of A$52–A$62 = A$57 per kg.
    • Total feedstock cost for 500 kg: 500 × A$57 = A$28,500.
    • Estimated powder price: Mid-high of A$215–A$280 = A$247.50 per kg.
    • Total revenue for 500 kg: 500 × A$247.50 = A$123,750.
  • Total for 500 kg Each:
    • Total feedstock cost: A$860,000 (C103) + A$28,500 (Ti64) = A$888,500.
    • Total revenue: A$2,502,500 (C103) + A$123,750 (Ti64) = A$2,626,250.

  
  

  A 34% profit margin means 34% of the revenue is profit, with 66% covering feedstock and other production costs. Amaero's efficiency supports this margin.

  • C103 Profit:
    • Revenue: A$2,502,500.
    • 34% profit: 34% of A$2,502,500 = A$851,850.
    • Cost (66% of revenue): 66% of A$2,502,500 = A$1,651,650.
    • Feedstock cost (A$860,000) is part of this, with A$791,650 for processing (e.g., atomization).
  • Ti64 Profit:
    • Revenue: A$123,750.
    • 34% profit: 34% of A$123,750 = A$42,075.
    • Cost (66% of revenue): 66% of A$123,750 = A$81,675.
    • Feedstock cost (A$28,500) leaves A$53,175 for processing.
  • Total Profit:
    • Combined profit: A$851,850 (C103) + A$42,075 (Ti64) = A$893,925.

  
  

  • The 34% margin aligns with Amaero’s claim of exceeding industry standards, leveraging their advanced technology and U.S. scale.
  • The Velo3D $22 million (AUD $35 million) five-year deal supports this revenue, with 1,000 kg contributing A$2.6M, fitting early order projections.
  • Costs reflect feedstock plus efficient processing, boosting profitability.

We can't be sure of these numbers but for a first order, pretty good IMO.