Ann: Velo3D Qualification Condition Satisfied for C103 and Ti64, page-4

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Jonboi11

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08/07/25

10:09

Post #: 79722244
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Originally posted by kenjikool: ↑

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.

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Bang enough to cover a fortnights wage bill
3DA Price at posting: 40.5¢ Sentiment: Hold Disclosure: Held
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