Professional
Added to YB: 2026-02-20
Pitch date: 2026-02-10
6KA.AX [bullish]
6K Additive, Inc.
-7.03%
current return
Author Info
No bio for this author
Company Info
6K Additive, Inc., a U.S.-based advanced materials company, engages in the production of premium metal powders, alloy additions and mill products for additive manufacturing and other high-performance applications in the United States.
Market Cap
AUD 152.9M
Pitch Price
AUD 0.93
Price Target
N/A
Dividend
N/A
EV/EBITDA
-20.51
P/E
-0.24
EV/Sales
12.85
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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