Titomic (TTT) Investor Presentation summary

Strategic direction and market positioning

• Targeting US $750M revenue by 2030, with a successful pivot to high-margin production and services and a global expansion strategy, including a new U.S. HQ and European facility.

• Engaged with Tier 1 defense and aerospace organizations, including Boeing, Northrop Grumman, Airbus, and NASA, with multiple commercial validations and ongoing negotiations.

• Serviceable addressable market expanded to US $5B, with strong tailwinds from increased U.S. and EU defense budgets and global demand for advanced manufacturing solutions.

• Unique competitive advantage through proprietary cold spray technology, secured titanium supply, and a skilled leadership team with deep sector expertise.

• Multiple funding sources secured or in progress, including grants from the Dutch government, U.S. federal incentives, and Australian programs.

Business model, products, and growth plan

• Transitioned to a services and recurring revenue model, offering manufacturing, leasing, powder supply, training, and co-production partnerships.

• Product portfolio includes the world's largest and most diverse cold spray systems, from handheld repair tools to advanced additive manufacturing platforms for aerospace and defense.

• Near-term catalysts include key demonstrations, certifications, and pilot projects with major defense, aerospace, and energy clients.

• Pathway to US $750M revenue involves staged validation, production ramp-up, and multi-sector penetration, with major contracts expected from U.S. and NATO defense programs.

• Illustrative revenue profiles show significant growth potential from Tier 1 defense primes and MRO network rollouts.

Financials, equity raising, and use of proceeds

• Non-underwritten placement to raise approximately A$50M via 201.4M new shares at A$0.250 per share, representing a 3.8% discount to last close.

• Proceeds will fund technical hires, facility and equipment expansion, certification, R&D, business development, and working capital, supporting global expansion and cashflow breakeven by 2027.

• Timetable includes trading halt, bookbuild, and settlement between 24–31 July 2025.