Announcement PDF AMAERO INTERNATIONAL LIMITED (ASX:3DA) Investor Briefing 19 December 2023 Amaero International Limited (ASX:3DA) 1 Legal disclaimer: This presentation has been prepared by Amaero International Limited ACN 633 541 634 (“Amaero” or the “Company”) and does not constitute or form part of, and should not be construed as, an offer, solicitation or invitation to subscribe for, underwrite or otherwise acquire, any securities of Amaero or any member of its group nor should it or any part of it form the basis of, or be relied on in connection with, any contract to purchase or subscribe for any securities of Amaero or any member of its group, nor shall it or any part of it form the basis of or be relied on in connection with any contract or commitment whatsoever. This presentation is not a prospectus, product disclosure statement or other disclosure document under Australian law (or any other law), and has not been lodged with the Australian Securities and Investments Commission (or any other regulatory body in Australia or abroad). This presentation contains summary information about Amaero and its activities, which is current as at the date of this presentation. The information included in this presentation is of a general nature and does not purport to be complete nor does it contain all the information which a prospective investor should consider when making an investment decision. Each recipient of this presentation should make its own enquiries and investigations regarding all information in this presentation including but not limited to the assumptions, uncertainties and contingencies which may affect future operations of Amaero and the impact that different future outcomes may have on Amaero. 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This presentation includes forward-looking statements that reflect Amaero’s intentions, beliefs or current expectations concerning, among other things, Amaero’s results of operations, financial condition, liquidity, performance, prospects, growth, strategies and the industry in which Amaero operates. These forward-looking statements are subject to risks, uncertainties and assumptions and other factors, many of which are beyond the control of Amaero. Amaero cautions you that forward-looking statements are not guarantees of future performance and that its actual results of operations, financial condition, liquidity, performance, prospects, growth or opportunities and the development of the industry in which Amaero operates may differ materially from those made in or suggested by the forward-looking statements contained in this presentation. In addition, Amaero does not guarantee any particular rate of return or the performance of Amaero nor does it guarantee the repayment or maintenance of capital or any particular tax treatment. Investors should note that past performance may not be indicative of results or developments in future periods and cannot be relied upon as an indicator of (and provides no guidance as to) Amaero’s future performance. Amaero, its related bodies corporate and each of their respective directors, officers and employees expressly disclaim any obligation or undertaking to review, update or release any update of or revisions to any forward-looking statements in this presentation or any change in Amaero’s expectations or any change in events, conditions or circumstances on which these forward-looking statements are based, except as required by applicable law or regulation. 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Amaero International Limited (ASX:3DA) 2 Amaero is at the forefront of America’s industrial manufacturing renaissance. • Set against a complex geopolitical landscape with global supply chain disruption, we are witnessing the reshoring of critical manufacturing capabilities to the United States. • Enhancing the resiliency and scalability of defence production supply chains is a U.S. national priority. • This is particularly applicable for primacy defense capabilities such as hypersonic weaponry and strategic missiles. • And, this is coupled with strong innovation and investment cycle in space and satellites. Amaero International Limited (ASX:3DA) 3 Thriving Tennessee Valley offers a rich regional ecosystem. • Tennessee is business-friendly and close to customers, R&D partners, supply chains, skilled employees and capital markets. • Amaero signed 15-year lease on purpose-built and completed 9,300 square meter manufacturing facility. • Amaero has secured long-term support from the Tennessee Valley Authority (TVA), including investment credits and a 10-year electricity rate subsidy. “ Tennessee is the best state in the nation for companies to succeed, thanks to our strong economy, unmatched business climate and highly skilled workforce. I thank Amaero for choosing Tennessee to establish its first U.S. facility and for creating more than 100 jobs in Bradley County, providing greater opportunity to Tennesseans. Bill Lee – Governor The following representative companies are in the Tennessee Valley area. • Leveraging our proximity, we expect to closely collaborate with Oak Ridge National Laboratory and the University of Tennessee, Knoxville to advance applied research and development projects. • Our location in the Tennessee Valley positions us nearby the industry ecosystem in Huntsville, Alabama. Amaero International Limited (ASX:3DA) 4 Led by industry pioneers with proven track records Executive Hank J. Holland Eric Bono Chairman & Chief Executive Officer President & Chief Technical Officer Operations Management team has prior employment experience with the above entities. Amaero International Limited (ASX:3DA) Commercial Chris Scanlon Jay Chandran Chief Financial Officer Chief Operating Officer Steve Kachur Chief Commercial Officer Ken Davis VP, Corporate Development Technical Fred Yolton Dr. David Schmidt Dr. Ron Aman Technical Fellow – Powder Metallurgy & Materials Engineering Director of Computational Analysis Director of Manufacturing 5 Critical applications for high-temperature materials Hypersonics • Hypersonic weapons require hightemperature materials for their thermal protection systems • For rocket nozzles of the launch and propulsion systems of the weapon • The hypersonics market is rapidly evolving in order to develop and field offensive and defensive capabilities Strategic Missiles • Strategic missiles require hightemperature materials for their first-, second-, and thirdstage rocket nozzles • The missiles also require hightemperature materials for their reentry vehicles, which experience extreme environments as they travel back through the atmosphere • The U.S. is currently recapitalizing its ground-based strategic missile arsenal via the Sentinel program Space Launch • Space launch vehicles require hightemperature materials for their first- and second-stage rocket motor nozzles, which must endure extreme conditions during launch • The space launch market is evolving as additional suppliers enter the market and the cost per launch decreases • C103 is wellestablished in this market for secondstage rocket motor nozzle extender applications Satellites • The market for hightemperature materials in the satellite market is developing as smaller, more maneuverable designs are launched and fielded • High-temperature materials are required for the thruster nozzles of satellites • These in-space propulsion systems have unique requirements in order to operate in the extreme environments of space Amaero's focus on C-103 and specialty alloy powders https://investorhub.amaero.com.au/activity-updates/amaeros-refractory-alloypowder-capabilities-video . Atomiser delivered to Tennessee facility Looking ahead… Progress in December and line of sight to milestones • Capital raise upsized by 25% and was oversubscribed by 50%+. Pegasus led capital raise with $4 million commitment subject to shareholder approval at EGM on 22nd December. • Advancing corporate credit facility with US based bank. • 1st atomizer delivered to Tennessee facility. • Final design and engineering advanced with Phase I design completed. Commenced construction of Phase I fit out. • Fairmont Consulting Group Market Study completed. • Finalizing engagement with U.S.-based investment bank to advise Amaero in connection with strategic financing, corporate strategy and financial planning. • Finalizing purchase order for 2nd atomiser. • Expect to commence installation of 1st atomiser in advance of prior April guidance. • Advancing commercial discussions, including offtake agreement and feedstock supply agreement. • Advancing government grant / funding discussions. Amaero International Limited (ASX:3DA) 10 Detailed Market Data 15 Page Executive Summary 61 Page Market Report Detailed review of over 550 discrete programs related to the markets of interest: hypersonic & strategic missiles and satellite & space launch vehicles. Bottom-up build of the C-103 addressable market. Narrative overview of Fairmont’s analysis, Amaero’s addressable market and pricing, company position, growth opportunities beyond C-103, and key recommendations. Comprehensive report detailing Fairmont’s market assessment. Key program detail and outlooks, granular market analysis, Amaero market positioning, and go-to-market assessment. Detailed write-ups of critical stakeholder discussions. Data to inform production and price planning. Insightful business development tool Summary of Amaero’s market opportunity intended for external use Comprehensive report with granular data, analysis and recommendations intended to be proprietary and for internal use Questions For more information, contact info@amaeroinc.com