Investius has announced the addition of a position in AML3D to its Investius PB Micro Cap Fund. This move follows a period of diligent monitoring and assessment, during which the company met key investment criteria set by Investius.
Investius’ investment strategy focuses on companies with outstanding projects or business models, strong board and management quality, and a compelling value proposition. AML3D has demonstrated significant progress in these areas, prompting the investment.
Earlier engagements with the company management provided Investius with a deeper understanding of the company’s value drivers, culture, and leadership quality.
AML3D Gaining Traction
AML3D is a pioneer in 3D printing intricate metal components for defense, oil & gas, and aviation industries. The company’s technology addresses urgent needs for highly specific machine parts that are otherwise difficult or expensive to source, reducing delivery times from up to a year to just a few weeks. To date, over $30 million has been invested, leading to substantial revenue generation. Since its ASX debut in 2020, it has has experienced volatility but is now beginning to see its recent progress reflected in its share price.
Recent contracts with the US Navy have started to generate significant revenues. The company boasts a prestigious customer base, including the US Navy, Australian shipbuilder Austal, US oil & gas giants Chevron and Exxon, UK defense contractor BAE Systems, and Boeing.
Despite the typically long sales cycles for such clients, the potential rewards are substantial. AML3D is rapidly gaining traction in the US market, bolstered by a 2023 reseller partnership with Philips. The company has already delivered two US deals and anticipates increased activity with the opening of a new US-based manufacturing hub and an expanded US sales team.
Investius remains optimistic about AML3D’s future potential, viewing the company as well-positioned to capitalize on its innovative technology and strategic partnerships in the coming years.
