Short Term Trading Week Starting: 29 Apr, page-23

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Lucretious

6,576 Posts.

2019

03/05/24

10:54

Post #: 73646679
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Originally posted by kenjikool: ↑

STTCOMP PPK FA LONG
PPK Group 43c
Mkt Cap A$38m.

So while PPK may not be one that is going to shoot up in the next month, the fact that the MC is $38 mill should have it on everyone's radar. Talk about a falling knife!

Now as bad as this chart looks, this is where it gets interesting. PPK Group sold off it's mining business as they wanted to go green. PPKME is demerged from the company. Most of the revenue was coming through there. which has caused a slide. But now the PPK group has been adding and we are starting to see some real progress in some of these companies. Here is a list of the companies and their worth or revenue what I can find.

LIS Energy - Holding 290 Mill shares = $44 Million down from $609 Mill LIS have $25 Million in the Bank 85 qtrs of funding..... (PPK MC $38 Mill)
BNNT Technology Pty Ltd- https://bnnt.com.au/ They have found a new way of manufacturing BNNT which has reduced the price from $850g to $150g They own 13% of LIS. PPK own 51% of BNNT. There goodwill/IP alone would be pretty big. (PPK MC $38 Mill)
PPE - Power Plus Energy. Battery storage for on/off grid. Revenue in 1st Half $16 Million. Looking at ASX RFX they are valued $24 Mill MC and did $609k in sales for the same time period. PPE recently advised they had picked up their biggest contract yet. PPK hold 51% here. (PPK MC $38 Mill)
CIB- Craig ballistics lol. Just as I was writing this they just dropped news of a contract with the Aust Gov for $30 million. They also have other contracts for ships glass and working with them on equipment going to Ukraine.
WGL _ White Graphene, the last seed investment was at 50c LIS was 85c and went to over $2 when listed. PPK own 55% 81 Million shares at 50c = $4 Million (PPK MC $38)

They also have investments in some other companies that would value over $10 Million easily. At 43c this is a CRAZY!

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Recall being in this years ago for boron nitrides. Fast forward and it looks like they have a nice suite of ownership positions in some interesting companies. On the watchlist again. Todays news, whilst excellent, looks like a sell the news and liquidation event. I might be interested when its back in the high 40's
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