Professional
Added to YB: 2026-02-20
Pitch date: 2026-02-10
6KA.AX [bullish]
6K Additive, Inc.
-16.76%
current return
Author Info
No bio for this author
Company Info
6K Additive, Inc. produces premium metal powders, alloy additions, and mill products for additive manufacturing and other applications in the United States.
Market Cap
AUD 143.0M
Pitch Price
AUD 0.93
Price Target
N/A
Dividend
N/A
EV/EBITDA
-12.04
P/E
-3.64
EV/Sales
6.44
Sector
Metals and Mining
Category
growth
Cerutty Macro Portfolio Holding: 6K Additive Inc.
6KA.AX: US advanced materials co producing high-performance metal powders for additive mfg via proprietary UniMelt microwave-plasma tech. Strategic moat: scrap-based feedstock cuts costs vs traditional routes (e.g. C103 niobium for hypersonics). DPA Title III funded, deep DoD ties. Q4 rev $5.6M (+25% QoQ), $22M+ run-rate, 65% capacity utilization expanding to 1,000 tonnes by end-2026. $250M+ pipeline, $29.5M cash, no debt. A$250M mkt cap vs peer Amaero at A$315M on similar FY27 rev target, but superior IP moat suggests re-rating potential on execution.
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