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Titomic (ASX:TTT), a metal additive manufacturing company, was a strong performer for Ellerston Capital. In January 2025, Ellerston reported Titomic was one of the strongest performers in its portfolio, gaining 24% during the month, noting the company was active during what is traditionally a quiet period, with announcements supporting its commercial progress, particularly in defence applications. Titomic operates in the Materials sector within the Chemicals industry, and Thesis Tracker has captured 1 comment from 1 fund manager, Ellerston Capital. Headquartered in Waverley, Melbourne, Titomic provides metal additive manufacturing, coatings and repair solutions using its proprietary Titomic Kinetic Fusion cold spray technology, which deposits metal powders at high speed to build or repair parts without melting, serving defence, aerospace, mining and industrial customers in Australia, the US and Europe, and has been pursuing defence contracts, including in the United States, to commercialise its technology at scale.
Company figures as of 15 Oct 2026. For information only.
Fund managers including Ellerston Capital have invested in Titomic Ltd (ASX:TTT).
Ellerston highlights strong momentum and new announcements supporting Titomic's commercialisation of its cold spray metal manufacturing technology, particularly in defence.
The available commentary does not detail specific risks, though Titomic is an early-stage technology company that has historically required capital raisings to fund growth.
Titomic Ltd., headquartered in Waverley, Australia, provides metal additive manufacturing, coatings, and repair solutions using proprietary Titomic Kinetic Fusion cold spray technology. The company operates through three segments: Australia, USA, and the Netherlands. The Australia segment develops high-pressure additive manufacturing machines for the aerospace and defense sectors. The USA segment manages regional sales, marketing, and customer relations. The Netherlands segment focuses on low-to-medium pressure machinery for metal coating and repair services. Founded in 1980, Titomic specializes in industrial cold spray applications to enhance production and maintenance efficiency across global markets.
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.