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Adisyn
Investor Insight
Adisyn’s innovative products and services leveraging a multi-billion-dollar Australian defence market and focusing on the underserved, high-potential SME market, provide a compelling investment case for technology investors.
Overview
Adisyn (ASX:AI1) is an ASX-listed company offering a comprehensive suite of products and services to SMEs operating in the fast-growing Australian defence industry supply chain. The company’s service offerings revolve around data protection, management and security. Adisyn has been focusing on cybersecurity and AI as the two key growth areas, confident these two verticals will offer significant growth opportunities as the data centre and cloud markets evolve.
The Australian Government plans to inject an extra $5.7 billion into its defence capability by 2027-28, with an additional $50.3 billion allocated for the following decade until 2033-34, surpassing previous projections. This funding surge will escalate the defence budget to approximately $100 billion by 2033-34, totaling $765 billion over the decade. Moreover, the government will earmark $15 billion to $20 billion specifically to bolster cyber domain capabilities during this period.
The surge in Australian defence spending is fueling demand for SMEs that operate in the defence supply chain. SMEs are ill-equipped to handle cybersecurity threats and need a trusted partner who specializes in cyber threat protection, regulatory compliance, and IT security infrastructure management. Adisyn is dedicated to becoming the go-to partner for SMEs aiming to enhance their sovereign data and security practices, particularly in sectors where national security concerns necessitate rigorous data protection measures.
To achieve this, Adisyn has laid out a four-phased strategic plan. The first phase, completed in 2023, focused on business restructuring, rebranding and bringing new management. The second phase, ongoing in 2024, focuses on the expansion of the advisory board, IP development, strategic technology partnerships, and business development. The company has commenced the expansion of the advisory board with the appointment of Harry Karelis in February 2024. Karelis will focus on identifying and securing strategic partnerships and assisting with investor relations and general business development activities.
In July 2024, Adisyn announced a collaboration agreement with 2D Generation, an international semi-conductor IP business. The two companies leverage artificial intelligence to advance the development of high-performance, energy-efficient semiconductor solutions crucial for AI and data centres.
The company anticipates the announcement of several key strategic partnerships that will significantly expand its current suite of cyber capabilities and distinctly set Adisyn apart in the marketplace.
During its third and final phase, scheduled from 2025 to 2026 and beyond, the company will aim for Australia wide expansion and acquisitions and strive to establish itself as a preferred service provider to SMEs operating in the defence supply chain.
Company Highlights
- Adisyn is an ASX-listed technology company focused on Australia's defence industry supply chain.
- Adisyn is aiming to become a preferred supplier to SMEs in the Australian defence industry supply chain, offering a range of solutions, particularly in the cybersecurity and AI domains.
- Australia’s defence budget is expanding, as led by the AUKUS security deal. Western Australia is leading the charge, with the state government aiming to double the value of its defence industry to $6 billion by 2030.
- SMEs involved in critical national security and defence projects do not have sufficient technological capabilities around AI and cybersecurity. Adisyn, with its vast experience in cyber threat protection and IT infrastructure management, is well-equipped to help these SMEs meet their technology and security obligations.
- Adisyn has launched a four-phased strategy to become the leading service provider in the defence supply chain market by 2026. Phase 1, which included business restructuring, rebranding, and new management, has been successfully completed. Phase 2, which is ongoing, will see the expansion of the advisory board, IP development, strategic technology partnerships, and business development.
- The company offers investors an attractive way to gain exposure to the fast-growing Australian defence industry supply chain.
Key Services
Cybersecurity and Advisory
Adisyn offers end-to-end cybersecurity solutions designed specifically to suit individual needs. The company is persistently advancing a range of new cybersecurity services tailored to help businesses navigate their responsibilities regarding handling personal data under the recently enacted Privacy Legislation Amendment (Enforcement and Other Measures) Act 2022. These services encompass threat intelligence, contextual security operations, and an AI-driven personally identifiable information de-identification tool.
The company plans to focus on expanding the services offered under the new cybersecurity division through new partnership agreements. Separately, Adisyn plans to begin developing new cybersecurity-focused AI-powered microservices.
IT Managed Services
Adisyn’s complete IT managed service offering covers all aspects of the IT environment. It ensures that its clients' IT infrastructure runs smoothly and promises minimal downtime for their IT systems.
Secure Private Cloud
The offering aims to secure clients’ data, ensuring business continuity and disaster recovery.
Management Team
Shane Wee – Non-Executive Chairman
Shane Wee has spent the last 30 years in the financial services industry. He was the founding director of Alto Capital until his retirement in June 2021. During his career, he held various corporate and advisory roles with several ASX entities, building an extensive network of contacts across Australia and Southeast Asia.
Blake Burton – Managing Director
Blake Burton has been the managing director of Adisyn since July 2022. With considerable expertise in the IT sector, he established his own web hosting company, which he later successfully sold in a trade deal to Australia's largest privately owned web host.
Justin Thomas – Non-executive Director
Justin Thomas brings over 20 years of experience in the IT industry. In 2007, he founded a real estate software business, which he sold to RP Data. In 2012, he built and sold a data centre to Amcom, now known as Vocus.
Paul Arch – Chief Operating Officer
Paul Arch brings extensive technology expertise, having been involved in numerous successful ventures in the Australian technology space. He is the founder of Datamate Backup Services and DC West Data Centre in Perth and played a pivotal role in their establishment.
Jesper Sentow – Chief Financial Officer
Jasper Sentow has over 25 years of experience serving as a chief financial officer and company secretary for public and private Australian and international companies spanning Europe, India and Southeast Asia. Sentow brings expertise in corporate financial management, strategic planning, corporate governance and commercial enhancement.
Harry Karelis – Chair of the Advisory Board
Harry Karelis boasts over 30 years of experience in capital markets and holds a master's degree in cybersecurity operations from the Australian defence Force Academy/UNSW. His areas of specialization encompass financial analysis, funds management, and private equity. Additionally, Harry possesses a robust background in technology startups, with a particular emphasis on cybersecurity, AI and defence sectors.
Jesse Gane – Chief Technology Officer
Jesse Gane is currently the director of space, cyber and federal government services at Downer Group. Gane is highly experienced in managing critical contracts with national responsibilities and fostering strong partnerships between organisations, government entities, and industry partners. He worked in the Australian Navy as a submariner with specialist communication and cybersecurity skills. His efforts in system architecture and product delivery have left an enduring mark on naval operations, earning accolades for his commitment to excellence and innovation. Gane has unique insights into the interactions between commerce and government, as well as the unique challenges facing small and growing companies seeking to bolster their internal systems.
New Generation Atomic Layer Deposition Machine Procured
Highlights:
- 2D Generation has ordered highly specialised Atomic Layer Deposition (“ALD”) machine from Beneq
- Beneq is a global leader in ALD equipment with customers spanning the semiconductor and electronics industries
- New generation ALD to complement 2D Generation’s current ALD and accelerate the development of its semiconductor technologies including the graphene coated interconnect
- Installation expected in 5-6 months
- 2D Generation’s semiconductor IP is a critical advancement in semiconductor technology that will enable the next generation of generative AI and semiconductor solutions for data centres and beyond
- Work will continue with 2D Generation’s current equipment
- Adisyn will leverage 2D Generation’s innovative semiconductor solution to generate opportunities in AI1’s target markets including defence applications, data centres and cybersecurity
AI1 entered into a binding Share Purchase Agreement to acquire 2DG, a semiconductor IP business, as announced on 4 November 2024. The companies continue to work together to identify significant opportunities to leverage 2D Generation’s semiconductor solutions and industry relationships to enhance AI1’s offering in its target markets. In furthering that goal, 2DG has ordered a speciality ALD from leading manufacturer Beneq, utilising funds provided by AI1. The companies have entered into a material loan agreement on terms outlined in Annexure A (Loan Agreement Terms).
Atomic Layer Deposition Machine
An ALD machine is utilised in the semiconductor industry to deposit extremely thin layers (down to the atomic layer) of material on to chips. They are found in most semiconductor fabs around the globe.
2DG has ordered an ALD with specific benefits including:
- Liquid source precursor compatible
- Ozone source (O3) compatible
- Reaction chamber for 200 mm wafers, with substrate adapter for 100/150 mm wafers
- Plasma option, deposition temperature up to 400 degrees °C
These features will enable 2DG to achieve a high level of product readiness.
Figure 1. Indicative Beneq ALD System
Beneq is the home of the ALD. In 1984, Beneq established the world’s first industrial production using ALD. Today, Beneq lead the market with products for R&D, semiconductor device fabrication, 3D and batch production, ultra-fast spatial ALD, and roll-to-roll ALD.
Paul Rich, 2DG’s Technology Lead, says“we have spent months specifying the perfect ALD system for our requirements. We canvassed all the major suppliers and decided that Beneq was best positioned to deliver the system that meets our complex technology requirements. I have spent my career working within thin film deposition to advance semiconductor technology and I am confident that with this ALD we will be able to accelerate development towards a commercially viable product that the industry needs. We are continuing development efforts with existing equipment to be ready for the new ALD installation so that we can hit the ground running.”
Paul Rich has more than 35 years of experience in the semiconductor industry. Paul was the Vice President for Technology and Engineering at SPTS Technologies which is owned by KLA Corporation (NASDAQ:KLAC, US$91B market cap), where he managed the product development team until December 2022. SPTS develops and manufactures advanced wafer processing solutions for the world's leading semiconductor and microelectronic device manufacturers. Paul graduated from Bath University in 1987 with a B.Sc in Physics. He has published numerous technical articles and has several patents relating to plasma processing.
Click here for the full ASX Release
This article includes content from Adisyn, licensed for the purpose of publishing on Investing News Australia. This article does not constitute financial product advice. It is your responsibility to perform proper due diligence before acting upon any information provided here. Please refer to our full disclaimer here.
IODM: Cloud-based Cash Flow Optimisation Solution for Medium and Large Enterprises
IODM (ASX:IOD) is an Australian company well-positioned to leverage the increasing demand for accounts receivable automation, particularly in medium to large ERP companies. IODM's platform eamlessly integrates with ERP systems like Oracle, SAP, Microsoft Dynamics and Xero, reducing the need for manual invoicing and follow-ups.
The company's flagship product, IODM Connect, is an intelligent accounts receivable platform that enables businesses to automate invoice reminders, payment collections, and cash allocation processes. The platform integrates seamlessly with major enterprise resource planning (ERP) systems such as Oracle, SAP, Microsoft Dynamics and Xero, allowing organizations to adopt the solution without significant disruption to their existing financial workflows.
IODM Connect illustrationIODM Connect automates time-consuming tasks involved in accounts receivable management and offers advanced cash allocation and reconciliation features. The platform is also highly scalable and customizable, making it suitable for businesses of all sizes and industries.
Company Highlights
- IODM is a cloud-based accounts receivable communications platform designed to automate and streamline cash collection processes within the terms of trade.
- The platform seamlessly integrates with ERP systems like Oracle, SAP, Microsoft Dynamics and Xero, reducing the need for manual invoicing and follow-ups.
- IODM targets medium to large companies and can handle seamlessly those with multiple divisions with multiple reporting functions
- IODM has been successful in universities and enterprises, with a focus on managing complex billing cycles and cross-border payments.
- The company is already used by ten UK universities, with plans to expand into North America, Asia and Greater Europe.
- IODM operates with a scalable revenue model, combining revenue share and license-based pricing to cater to different customer segments.
This IODM Ltd profile is part of a paid investor education campaign.*
Click here to connect with IODM Ltd (ASX:IOD) to receive an Investor Presentation
Adisyn Investor Kit
- Corporate info
- Insights
- Growth strategies
- Upcoming projects