So looking at that newsletter, it is clear we are hoping for 3 companies currently to do great things in 2025, and the possibilty of the 4th WGL to surprise with a contract with either a marine or paint supplier.
1. Craig Ballistics. I asked Grok about guessing their revenue on recent data, and it came up with this.
Considering these factors, Craig International Ballistics’ annual revenue in recent years is likely in the range of $40 million to $60 million AUD. This accounts for their major contracts, reported growth, and market position. The upper end assumes additional unreported contracts and export sales, while the lower end reflects a conservative estimate based on known deals.
So if we go the low end of $45 million in 2025, then ask Grok what kind of market cap they would be at.
Final Market Cap Estimate
Assuming $45 million in revenue and a 17-23% net profit margin, Craig International Ballistics’ market capitalization would likely be in the range of $150 million to $200 million, leaning toward the P/E-based estimate due to their strong margins and growth. A midpoint of $175 million is a reasonable ballpark.
PPK holding 39% its fair to say that $40-60 million Market Cap on PPK holding alone.
2. PPE. With the new deal with SASS I think PPE are going to be making some good gains moving forward. I am currently in talks with them in regards to Solar and batteries for my company. I like not having to fork out for the solar and batteries up front and with government incentives I think it's going to be a win win situation. My power bill ranges from $65-85k per year, so it will be interesting to see what they come up with. I lease my property so I don't want to buy Solar. I have a feeling that this new arrangement and the Battery grants, we will see PPE make a profit for 2026 FY. What does Grok say?
Based on the above, we can estimate PowerPlus Energy’s likely revenue for 2025:
- Market Position: As a niche player in Australia with growing export potential, PowerPlus Energy is likely smaller than global leaders (e.g., CATL or Tesla Energy) but competitive in the domestic market.
- Revenue Range: Considering their focus on high-margin LFP batteries, investments from PPK Group, and the booming BESS market, their 2025 revenue is likely in the range of $20 million to $50 million AUD.
If we add in the new Whipr 7 and government grants, we will likley see an additional $10 Million + for 2026?
If we look at say 5% on revenue of $35 Million?
Final Market Cap Estimate
Assuming $35 million in revenue and a 5% net profit margin, PowerPlus Energy’s market capitalization would likely be in the range of $30 million to $50 million, with a midpoint of $40 million as a reasonable ballpark. This balances the conservative P/E-based estimate (driven by low margins) with the higher EV/Revenue estimate (reflecting sector growth potential). Lets go low and say $15 Million
3. LIS. If we just say 5cps owned in LIS then we have an additional
Total Value = Number of Shares × Sale Price per Share = 288,000,000 × $0.05 = $14,400,0004. WGL Number of Shares: 81 million
Sale Price per Share: $0.05
Total Proceeds = Number of Shares × Sale Price per Share= 81,000,000 × $0.05 =
$4,050,000So I think we could safely say that PPK is hugely under valued. $75 Million would easily be the current value for PPK. Well according to Grok anyway...
(nearly 3 bags from here.)
(20min delay)