Added to YB: 2026-08-10
Pitch date: 2026-08-06
3DA.AX [neutral]
Amaero Inc.
Author Info
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Company Info
Amaero Inc. manufactures and sells refractory, specialty alloys, and powders for additive manufacturing of mission-critical components in the United States.
Market Cap
AUD 228.8M
Pitch Price
N/A
Price Target
N/A
Dividend
N/A
EV/EBITDA
-8.38
P/E
-6.35
EV/Sales
22.17
Sector
Machinery
Category
special_situation
$AMROF, Part 1. It Moved to Delaware, Filed for an IPO, and Has 2.28 Quarters of Cash
AMROF (watchlist): US refractory/titanium AM powder producer (C103, PM-HIP), redomiciled to Delaware, confidential S-1 filed, targets US IPO late'26/early'27 (~40:1 CDI ratio, ~$7 vs A$0.245). FY26 rev A$18.1M (+376%), naval BPMI supplier (400 comp/yr TAM vs $344K award). Risks: 2.28qtrs cash, undisclosed gross margin/hafnium supply, Velo3D A$35M non-binding, dilution (Pegasus 42% FD), fires. Wants S-1, margin >30%, or hafnium disclosure to buy.
Read full article (39 min)