In this TMTM Order Pad episode of Talk Money To Me, Felicity Thomas takes a deep dive into AML3D Ltd (ASX: AL3) an Australian advanced manufacturing company using industrial metal 3D printing to produce large-scale components for industries like shipbuilding, utilities, infrastructure, energy and defence supply chains.

With a market capitalisation of under $100 million and the share price down more than 50% from recent highs, Felicity asks the key question investors care about:

Has the market mispriced the opportunity?

AML3D’s proprietary ARCEMY® additive manufacturing systems are designed to produce large industrial metal components using advanced robotics, welding technology and metallurgical science. These systems allow manufacturers to produce complex parts faster, locally and often at lower cost, helping reduce reliance on long and fragile global supply chains.

The company is positioning itself in a specialised niche within the global additive manufacturing industry, particularly producing large structural components used in shipbuilding and heavy industry — including work linked to the **United States Navy maritime industrial base.

In this 15-minute deep dive, Felicity breaks down:

• What AML3D actually does and how ARCEMY works

• The global additive manufacturing landscape

• Key international players including Lincoln Electric, Gefertec GmbH, and Desktop Metal

• How AML3D compares with Australian peers like Titomic Ltd and SPEE3D

• The company’s US expansion strategy and Ohio manufacturing facility

• Its $78 million potential pipeline of opportunities

• Revenue forecasts and the balance sheet position

• Why analysts believe the stock could have significant upside from current levels

AML3D sits at the intersection of several powerful structural themes:

• reshoring of global manufacturing

• advanced industrial technology

• additive manufacturing (metal 3D printing)

• shipbuilding and infrastructure investment

• modernisation of global supply chains

As always on Order Pad, the goal is simple to explore whether the market could be missing something important in the underlying business story.

⚠️ Disclaimer

This podcast is general information only and does not constitute personal financial advice. The views expressed are those of the host and have been prepared without taking into account your individual objectives, financial situation or needs.

Felicity Thomas is an Authorised Representative of Shaw and Partners Limited, holder of Australian Financial Services Licence (AFSL) 236048.

Before acting on any information discussed in this episode, you should consider whether it is appropriate for your circumstances and seek independent professional advice.

Investing in small capitalisation companies involves higher risk, including potential loss of capital. Past performance is not a reliable indicator of future performance.

If you want the latest research report email cftgroup@shawandpartners.com.au

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Order Pad | Is This ASX Advanced Manufacturing Stock Mispriced? | AML3D (ASX: AL3) 3D Metal Printing Opportunity

Talk Money To Me

Order Pad | Is This ASX Advanced Manufacturing Stock Mispriced? | AML3D (ASX: AL3) 3D Metal Printing Opportunity