PPK 6.60% 56.5¢ ppk group limited

It doesn't say over what period that contract will be...

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    It doesn't say over what period that contract will be delivered

    for 1H24, on the PPK financials it showed NPAT for the 47.5% share despite indicating in the annual report that they had entered into FY24 with a order book of ~60% of FY23 revenues (which were 13.4m......so a order book of 8m in Jun/Jul23).

    They had an EBITDA margin of ~20% on those revenues in FY23 so a $30m order is pretty decent if it generates ~6m in EBITDA (over and above their existing order book)........the question is over what period is the $30m order expected to be delivered.

    Anyway, positive that this is a decent order with hopefully reasonable margins and validates the investment they mde in the autoclave and hydralic press.....lets hope they can continue to win orders
 
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