In this Leadership Talks session, we speak with Hank Holland, Chairman & CEO of Amaero Ltd (ASX: 3DA). Since taking the helm in 2022, Hank has transformed Amaero into the U.S.’s largest, lowest-cost domestic producer of niobium C-103 refractory and titanium alloy powders for mission-critical additive manufacturing. With deep private equity experience and founder “skin-in-the-game” via Pegasus Growth Capital, Hank outlines how Amaero is building unmatched production capacity, securing long-term contracts, and aligning with U.S. national priorities in defence and manufacturing. Hank covers key aspects of Amaero’s strategy:
- Strategic U.S. Relocation & Talent Build Shifted headquarters and production from Victoria, Australia to Tennessee to access the strongest powder metallurgy talent pool, lower costs, and streamline large-scale manufacturing.
- Multi-Year Defence & Space Contracts Exclusive five-year C-103 supply deal with Casteon, key supplier to the U.S. defence sector; A$35M long-term agreement with Velo3D — the only U.S.-made metal 3D printing OEM used by SpaceX and major aerospace firms.
- First-Mover Capacity Advantage Operating at ~35% utilisation in FY25 by design, preserving headroom to capture large-scale reshoring contracts. Targeting six times the capacity of the next-largest U.S. competitor once third atomiser is commissioned in June 2026.
- Fully Funded Growth & Disciplined CAPEX A$98.5M raised over three years with $70M in tangible assets; $23M U.S. Export-Import Bank loan secured — no planned equity raise for NASDAQ dual-listing.
