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Amaero Ltd ASX:3DA

0 opened or increased1 held0 reduced or exitedlatest position by manager, past 12 months90 days: 0 increased, 0 reduced. 1 managers in total.

Position history by manager 1 managersSelect a point to see the comment

Opened or increasedHeldReduced or exited Start or end of the position not reported

2026

31 Oct 2025 to today

Commentary 2 comments

DateManagerActionSummary

28 May 2026Acorn CapitalHeldAcorn Capital continues to hold Amaero Ltd because the company is approaching an important inflection point, with capital expenditure and commissioning largely complete and approximately $20 million of revenue expected this financial year, with revenues expected to more than double each year over the next three years. Acorn Capital highlights Amaero's position at the intersection of US domestic supply chain reshoring, rising defence expenditure, additive manufacturing adoption, and demand for US-based advanced metal powder sources.

Critical MineralsArticle, price recorded $0.34

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31 Oct 2025Acorn CapitalIncreasedThe fund manager increased their position in Amaero because the recent sell-off presented an attractive buying opportunity. The manager notes that Amaero is scaling up production of premium high-value spherical powders (Ti64, C103, Tungsten and others) used in additive manufacturing in the United States across aerospace, defence and healthcare industries. The manager believes the company is fully funded for significant production expansion to 800tpa by mid-2027 with relatively low technical risk in a market desperate for US-sourced supply, and judges Amaero as having the most attractive risk-reward among listed powders peers.

Critical MineralsMonthly Report, price recorded $0.27

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First mention by manager

Price recorded at each manager's first comment

Price at first mentionThe share price recorded when each of 1 managers first commented on 3DA.

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About Amaero Ltd

Materials, Machinery

Amaero (ASX:3DA), an advanced metal manufacturer, is backed by Acorn Capital as it scales production in the US. In May 2026, Acorn described Amaero as an emerging advanced materials company positioned in one of the most strategically important parts of the global manufacturing supply chain. In October 2025, Acorn said a sell-off in Amaero presented an attractive buying opportunity and it continued to build its position as Amaero scales production of premium metal powders. Amaero operates in the Industrials sector within the Machinery industry, and Thesis Tracker has captured 2 comments from 1 fund manager, Acorn Capital. Founded in 2013 and headquartered in McDonald, Tennessee, Amaero manufactures refractory and titanium alloy powders for additive manufacturing and produces large, complex metal components for defence, aerospace and industrial customers, benefiting from US efforts to onshore critical manufacturing supply chains.

Market cap: $148m
Price to earnings: Loss-making
Return on equity: -59.2%
Dividend yield: 0.0%
Price to book: 3.57x
Net margin: -201.2%
52-week range: $0.14 to $0.42

Company figures as of 15 Oct 2026. For information only.

Questions

Who is investing in Amaero Ltd (ASX:3DA)?

Fund managers including Acorn Capital have invested in Amaero Ltd (ASX:3DA).

What opportunities or catalysts do fund managers highlight for Amaero Ltd?

Acorn highlights Amaero's strategic position in US advanced manufacturing and metal powder supply, with production scaling up and a buying opportunity after a sell-off.

What are the key risks to the Amaero Ltd investment thesis, according to fund managers?

The available commentary does not detail specific risks, though Amaero must scale production and win long-term contracts with defence and aerospace customers.

What does Amaero Ltd (ASX:3DA) do?

Amaero Ltd., founded in 2013 and headquartered in McDonald, TN, specializes in the manufacturing of large-format, complex metal components. The company utilizes advanced laser-based additive manufacturing processes to deliver high-precision industrial solutions.

General information only. Thesis Tracker reports what named fund managers have published about ASX companies. It does not take into account your objectives, financial situation or needs, and is not financial product advice or a recommendation to buy, sell or hold any security.

11,356 comments from 164 managers on 761 companies, snapshot 15 Oct 2026.

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