AML3D Limited (ASX: AL3) Powers Ahead: Portable ARCEMY Order and US Defence Expansion Signal Scale-Up Success - The Business of 3D Printing.
- Noel Ong
- Jul 29
- 5 min read
Announcement
AML3D Limited (ASX: AL3) continues to solidify its reputation as a key enabler of defence manufacturing transformation. Over the June 2025 quarter, the company advanced its “US Scale Up” strategy with concrete progress in strategic partnerships, facility expansion, and order momentum. With a freshly announced order for a portable ARCEMY® system and a strong quarterly cash position of A$30.4 million, AML3D is not just building metal parts, but reshaping how defence manufacturing is delivered.
Portable Manufacturing Redefined: US Navy ARCEMY® Order Advances Forward-Deployed Manufacturing - A 3D Printing Business Targeting Moneytisation of a Concept.
▸ New Order: A ~A$1.2 million ARCEMY® Small system was ordered by Austal USA for use at the US Navy’s Additive Manufacturing Center of Excellence in Danville, Virginia.
▸ Containerised Mobility: The system will be pre-mounted in a 20-foot shipping container, cutting installation time from 2–3 weeks to 2–3 days and allowing easy redeployment.
▸ Strategic Use Case: Designed to accelerate development and support small part production, the unit will serve as a precursor for potential point-of-need military deployments.
▸ Forward Outlook: This order demonstrates AML3D’s strategy to broaden ARCEMY® applications for defence and commercial use across not just the US, but into allied markets such as the UK and Australia.
ARCEMY® Small Edition features the smallest footprint of the commercial ARCEMY®s. This entry-level WAM® solution is perfect for parts up to 750 kg in weight (Figure 1).
Figure 1: ARCEMY® Small Edition (source: AL3)
Pete Goumas, President & CEO, AML3D USA Inc. commented
“Our ARCEMY® Small system… opens up another potentially significant market opportunity – fully forward, point-of-need, deployable systems that meet US military specifications.”
Sean Ebert, CEO, AML3D Limited, commented
“We have only just begun to unlock the huge opportunity for AML3D’s advanced manufacturing technology to support the US military and its wider supply chain.”
Strategy and Execution: AUKUS-Backed Scale-Up Strategy Across the US, UK, and Europe;
US Growth Engine:
▸ Q4FY25 customer receipts of A$2.9 million, up 77% YoY.
▸ Stow, Ohio Technology Centre officially opened—deepening US Navy relationships.
▸ Letter of Intent (LOI) from the US Navy identifies ARCEMY® as “pivotal” to supporting the Maritime Industrial Base (MIB), with a potential A$150–200M opportunity.
Defence Collaboration & Recognition:
▸ US Navy tailpiece parts manufactured in 5 weeks (vs 17 months traditionally) now in testing for deployment on Virginia-class submarines.
▸ ARCEMY® integrated into Virginia’s IALR and the US Navy’s ATDM programs to support skilled workforce development.
▸ Austal and BAE Systems' partnerships expanded, indicating long-term growth in US and UK defence markets.
Financial Resilience:
▸ Cash position of A$30.4 million as of 30 June 2025.
▸ FY25 cash receipts of A$8.7 million.
▸ $2 million invested in R&D, including the A$2.24 million ADIR project to improve deposition rates.
Strategic Deployment:
▸ $12 million committed to doubling US manufacturing.
▸ $5 million earmarked for a European manufacturing and technology centre.
▸ Entry into US utilities market and expanding addressable US Navy defence programs.
Sean Ebert, CEO, AML3D Limited, commented
“Our US advocacy program is unlocking a surge of near-term opportunities, with the Navy LOI and manufacturing licence agreements putting AML3D at the heart of the MIB buildout.”
Samso Concluding Comments
The A$1.2 million order for the containerised ARCEMY® Small system is more than just revenue—it’s validation of AML3D’s manufacturing flexibility and the future of modular, forward-deployable additive manufacturing. Who would have thought that the simplistic theory of 3D printing would bring about big dreams? These systems are not just disrupting supply chains; they’re becoming essential to them.
The broader message from the June quarter is equally clear: AML3D is embedding itself into the operational DNA of defence manufacturing in the US and now the UK. The Letter of Intent from the US Navy signals strategic-level engagement and future recurring opportunities. The market is beginning to see AML3D not as a tech play, but as infrastructure for 21st-century defence capability.
From an investor perspective, AML3D appear to be on the verge of converting strategic advantage into sustained commercial success. With a fortified balance sheet, high-impact partnerships, and multi-jurisdictional growth pathways, AML3D now needs to execute as this will remain the key metric in the coming quarters.
At Samso, we see AML3D quietly moving through a critical inflection point. The technology has been proven. Now, the partnerships, customer validation, and cash strength are starting to line up. ASX investors looking for exposure to the lucrative defence sector should be keeping an eye on AML3D.
The Samso Way – Seek the Research
AML3D’s story isn’t about speculation—it’s built on delivery, partnerships, and scalable innovation. If you’re following the defence industrial base transformation or additive manufacturing as a strategic sector, dig into the ASX announcements. The research is there. The signals are clear.
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