Titomic Limited (ASX: TTT) Aiming for Considerable Market Expansion

Team Veye | 09-Aug-2024

Titomic Limited (ASX: TTT) Aiming for Considerable Market Expansion

Note - Share Price as of 9 August 2024

Share price $0.175

Market cap $164.03 M

Titomic Limited (ASX: TTT) is anticipated to experience substantial sales growth in both the short and distant future, as the company is on track to achieve important commercial milestones throughout 2024.

In the short term, the company aims to enhance its Market Strategy, focusing primarily on achieving substantial market penetration of the D523 systems. This initiative is expected to capitalize on a considerable market opportunity in the areas of repair, corrosion resistance, and various coating requirements.

Releasing its quarterly financial results for the fourth quarter of FY24, it reported having secured a sale of a customized Titomic Kinetic Fusion System (TKF System) to Triton Systems Inc., a U.S.-based entity, for USD 808,000, with delivery expected within a nine-month timeframe.

Additionally, Titomic has sold a specialized high-pressure cold spray system to the Oregon Manufacturing Innovation Center (OMIC R&D) for USD 790,000 (AUD 1.2 million).

Furthermore, Titomic has successfully completed the sale of three cold spray systems to Fundación Centro Tecnológico Miranda de Ebro (CTME). This includes a D623 medium-pressure cold spray system, a D523 low-pressure cold spray system, and an Integrated Spray Booth, collectively generating revenue of EUR 300,000 for the company.

In a notable achievement, Titomic has installed and finalized Site Acceptance Testing for a Titomic Integrated Spray Booth (ISB) at EPCOR. Moreover, it has delivered ten Titomic D523 Cold Spray Systems to the Royal Netherlands Army, representing the largest order of D523 systems to date.

Titomic has also sold a TKF 1000 cold spray system to the joint venture Repkon Titomic Production Technologies and Trade Co. Inc. for a total of $2.3 million.

The company maintains a robust trajectory of revenue growth, driven by its improving market position and increased customer demand, which leads to enhanced sales activity and a steady annual influx of orders.

Titomic is making notable strides in its commercial endeavors, as evidenced by recent substantial revenue growth and an increase in cash receipts, customer orders, and contracts. These developments not only facilitate ongoing expansion but also enable the establishment of a strong sales pipeline that promises a significant and sustainable revenue-generating framework for the future. 

The company's strategic emphasis on industry partnerships and inorganic growth initiatives has resulted in a diverse array of products. The joint venture between Titomic and Repkon is particularly noteworthy, as it aims to harness Titomic's TKF technology alongside Repkon's flow forming techniques to enhance production speed, performance, and material versatility in barrel manufacturing. The recently installed TKF 1000 represents the first of the TKF systems deployed by this joint venture, while the upcoming installation of the TKF 3250 is expected to propel the venture toward commercialization, thereby allowing the company to leverage its inorganic growth prospects in the short to medium term. The company's unique position as the sole publicly listed entity specializing in cold spray solutions, alongside its other offerings, provides a substantial competitive advantage that supports sales growth.

With its other significant projects nearing completion it is anticipated to further bolster the company's Financial Performance.

Source: Company’s Report

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