Company Interview / AML3D helping to print the US Navy's future

Key points:

Letter of intent with US Navy targets up to 100 systems and 1,600 parts by 2030Key focus areas: alloy characterisation, component manufacturing, and 3D printing system supplyOhio tech centre strengthens US market presenceNo debt and $30 million in cash following successful capital raise

AML3D (ASX: AL3) stands poised for significant growth, according to Sean Ebert, as the business leverages a newly signed letter of intent with the US Navy. Ebert outlines how AML3D now has a pivotal role in supporting the US Navy's maritime industrial base, with access to major growth opportunities due to their unique additive manufacturing solutions. The agreement features a forecast from the Navy for around 100 additive systems and up to 1,600 additive components by 2030, starting from 400 parts in 2026—representing a substantial step forward in the US market.

Ebert details AML3D’s patented wire additive manufacturing process, which underpins the three main areas of collaboration: alloy characterisation for nuclear submarine construction, production of parts using in-house Alchemy technology, and the supply of large-scale 3D printing systems. Such systems are slated to help the US Navy double annual submarine output—a vital goal as traditional casting and forging capacity remains limited. AML3D’s newly established technology centre in Ohio supports these collaborations, enabling local delivery and production.

Ebert highlights that AML3D finished a $30 million capital raise in late 2023 to double US production capacity, currently holds no debt, and maintains a healthy $30 million cash balance. This positions the company to capitalise on increased demand signalled by the US Navy’s forward planning.