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3DA - Amaero International

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Amaero International manufactures large format complex components in metal with laser-based additive manufacturing processes.

Additive manufacturing, also known as 3D printing, builds a three-dimensional object from a computer-aided design (CAD) model, usually by successively adding material layer by layer, unlike conventional machining, casting and forging processes, where material is removed from a stock item (subtractive manufacturing) or poured into a mould and shaped by means of dies, presses and hammers.

The Company uses 3D printers to make components out of various metal alloys for its clients, mainly in the defence and aerospace industries. The Company intends to expand into the tooling industry, and to begin distributing 3D printers in North America.

It is anticipated that 3DA will list on the ASX during November 2019.

http://www.amaero.com.au
 
I'm not too smart, but I read me something a while ago, and it was on the internet and all. Something about 3D printing. Well that's the stupid term. Additive manufacturing is what the smart people are saying, according to the official releases.

Anyone who has done some welding can understand additive manufacturing. You add feedstock into the weld to join. So it's not too far removed to just work with the feedstock and add that onto itself.

So I bought me some of these a few months ago and now I was looking at them and thinking if I just sell a few I will be free carried forward. But it;s going up right? So I will wait.

Anyway, anyone else interested in welding steel onto steel? Does anyone care about manufacturing anymore? No worries mate.
 
The titanium angle on this company looks very interesting.

Article by Gotliebsen in the Oz today on it.

If you can't access it, key points cut and pasted below.

Next step seems to be getting an international patent on their product.

Screen Shot 2021-05-27 at 10.41.47 am.png


Screen Shot 2021-05-27 at 10.40.34 am.png
 
Been reading up on this and trying to find the reason to buy it. But, I haven't got a clue. The only thing I understand is that the US (and us) need a sovereign capability to find, refine, and produce titanium. While titanium is just part of the company I see it as a similar play to the other THM and RE things bobbing up around the place.

Seeing a slight sign that it's going back up.

Screen Shot 2021-06-11 at 1.58.02 pm.png
 
Doesn't seem to be any interest in this. Just gliding sideways at the moment. Looks like they're trying to focus on the titanium angle which might be a little important for any future defence applications. I think the US will be very interested in off-take here to cancel reliance on China.

Screen Shot 2021-07-05 at 10.21.54 am.png


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Got another plug in Todays OZ via Bob Gotliebson.
gets a mention along with Coogee Chemicals as being at the forefront of Titanium powder production for3D printing.
Somebody else in the market must have read it, up 1% this morning.
Mick
 
In this market, valuations seem a lot out of kilter to me.
I used to have hard and fast rules about not investing anything above a P/E of 15, anything that did not actually make a profit, or have a chance of soon doing so, had a debt to asset ratio of less than 25, and i had an understanding of the way the the business works. Most of those rules have gone out the window in these times.
Now its a case of looking for whats hot, or where I think things will be in six months time.
Mick
 
3DA up 15% today on above average volume (although that would not be hard, she's fairly thinly traded of late).
Something in the wind.
Mick
 
mullokintyre said:
3DA up 15% today on above average volume (although that would not be hard, she's fairly thinly traded of late).
Something in the wind.
Mick
Click to expand...

Still just sliding sideways between .50 and .80 for the past 10 months.

Screen Shot 2021-08-03 at 11.33.02 am.png


I'm still trying to work out where the cash is going to come from in the future apart from their 3D printers of course and the planned titanium plant. Perhaps if they get that up and running they could duplicate it at their unit in California and be directly supplying the US market, although they could do that from Melbourne I suppose. Perhaps the US (and us) need to get an order in early for the re-start of building the F22 once the F35 proves to be a turkey.

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#DA have another run today. Up 10%.
Slightly higher volume than usual.
Wonder what the catalyst was this time?
Need to further consolidate tomorrow.
Mick
 
Still watching this puppy for any signs of life. Might have a floor there, but clearly downward resistance points now.

Not sure what's going to give this a decent kick for a re-rating and break this long term sideways amble. A major deal with a military supplier maybe??

Screen Shot 2021-08-27 at 12.34.39 pm.png
 
Fin year report out.
Sales increased by 332%, but from a minuscule base to a slightly less minuscule base.
Loss increased by 21%, but dollar value of loss is still 14 times the revenue.
Still has at least two years of cash left before next capital raising, or increase in revenue.
Big on the future potential, which is what investors are paying for.
Long term hold for me, one that will just sit in the bottom drawer.
Mick
 
Todays announcement
Based on the higher projected output level, Amaero now expects that revenue capacity per annum, once the plant is fully operational, will now be ~US$30 million or ~A$40.8 million per annum1. This compares to the expected ~A$30 million in revenue capacity per annum as originally announced to the market (See ASX Announcement dated July 5, 2021).
Click to expand...
Am I the only one who sees a bit of problem with this announcement, namely taht they have changed the capacity per annum from 30mill to 30mill?
is it a typo?
Mick
 
Unfortunately, its no Typo that 3DA hit a 52 week low today.
Definitely not one of my great investments.
It was a small enough parcel not to get too concerned about (and even smaller now), but still a big percentage loser.
Will just put it in the bottom drawer until getting closer to the end of the Fin year
Mick
 
Announcement of a contract today for the princely sum of 1.7 mill over 3 years.
hardly a company maker, but I guess even small contracts are better than none at all.
Mick
 

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