PPK 2.56% 38.0¢ ppk group limited

PPK Charting, page-143

  1. 201 Posts.
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    @Tradingday To provide some numbers we need to take the liberty of establishing some baselines, this will involve making assumptions and working from estimates.

    For a short term estimate, we are aware that the listing of LiS is eminent, I like (& will use) Copperoad's mythology that the PPK share price will increase by $3 for every $1 increase in LiS - . Along with the increase in the commercial production of BNNT.

    The EGP Capital Report from 31 March 2021 (8 Page document).....in summary PPK were given a forward estimate valuation of $10B (which equated to $112.30 per share - Note: figures differ (have been reduced) from report due to shares coming out of escrow). Being a value fund estimate it would be reasonable to presume a) the valuation is conservative b) the valuation is in the short to medium term.

    Medium to long-term is allowance for the 7 Joint Ventures to grow and develop. 3DA will have the rollouts with Boeing and 3D Housing etc...LiS battery production, Dental markets etc... Shareholders are aware of these opportunities and it has been previously covered.

    The company chosen for an achievable outcome in the Long Term is NIKE. I have done this because a) people are familiar with the brand and what they make b) goods are distributed and sold globally c) the items they make are simplistic (inferior to what PPK are providing). NIKE is valued at $215B (that is in US dollars, I did not convert to AUS$ intentionally). NIKE has more competitors, NIKE is not producing world leading innovative technology and is not producing a world changing product!!

    Nike Inc. (NKE) is a global company that designs, develops, markets and sells athletic footwear, apparel, equipment, accessories, and services. Although primarily designed for athletic use, many of its products are worn for casual or leisure activities. The majority of Nike's products are manufactured by independent contractors, and are sold either direct-to-consumers through Nike retail outlets and digital platforms, or through independent distributors, licensees, and sales representatives.

    Nike, which is based in Oregon, has a large number of major global rivals, including Adidas AG (ADDYY), ASICS Corp. (7936), Lululemon Athletica Inc. (LULU), Puma SE (PUMSY), and Under Armour Inc. (UAA).


    Traditional timeframe standards are short term within 2 years, medium term 2-10 years and long term beyond 10 years. The timeframes I have used are shorter because PPK have already been working on all these technologies for considerable time and it is reasonable to apply some kind of reduction in time. That said the timeframes used are very conservative (business strategies, rollout and contracts could well be developed quicker).


    PPK Future Estimates

    1



    2



    3BaselinePeriodMarket CapPPK
    Share Price
    41Short Term$4B$44.92
    52MediumTerm$10B$112.30
    63Medium-Long Term$100B$1,123.07
    74Long Term$215B$2,414.60
    8



    9



    10
    # 89,041,666 shares on issue

    11
    # 1 - Launch of LiSwithin 18 months
    12
    # 2 - EGP Capital Report18 months - 4 years
    13
    # 3 - 7 Joint Ventures +4 to 8 years
    14
    # 4 - NIKE8 years +

    The figures should not be taken as Financial Advice.

    These figures are only the opinion of the writer.

    My opinion only. Do your own research
 
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Last
38.0¢
Change
-0.010(2.56%)
Mkt cap ! $33.75M
Open High Low Value Volume
39.0¢ 39.0¢ 35.0¢ $187.4K 506.8K

Buyers (Bids)

No. Vol. Price($)
2 19176 38.0¢
 

Sellers (Offers)

Price($) Vol. No.
38.5¢ 6806 1
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Last trade - 16.10pm 28/06/2024 (20 minute delay) ?
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