This isn't really the forum for this, but let's all...

This isn't really the forum for this, but let's all take a deep breath and forget about shorting and big instos or funds trying to manipulate shares for a moment.

FYI i hold PPK and got the small parcel of LIS too, so am a bull on both so don't bother giving me crap. I just prefer some rational discussion.

Should PPK be valued much higher?

Maybe. I think it will be in the future but again, lets look at actual this year and next year revenue... From that angle, the market cap of PPK is very high. lot's of risk and future expectations are baked in to the value and we all know how many companies have great tech at thr IP, R&D or patent and POC stage that doesnt materialise commercially. So i don't think it is unreasonable for some investors to be short or to think PPK is currently overvalued.

2 major considerations for PPK valuation:
1) BNNTL sales growth - this is happening now as production ramps up and more companies start doing R&D with BNNT, this is a long road. Fact: there are not many or any large scale production case studies with BNNT today as it has been so expensive, rare and new to market (in commercial quantities). pay attention to pricing - the old calcs of $900,000 per kg are no longer, look at theor pricing, it is more like circa $200,000-$300,000 per kg.

2) Another IPO from PPK - White Graphene.

Was the value of LIS priced into PPK over the last 2 months?

Yes for sure. LIS was the first and most prominent holding of PPK and furthest along out of all of their R&D satellite companies. PPK had communicated openly about the IPO for ages.

No one can say exactly how much impact the LIS IPO had on the PPK share price rise in the time I've held from arpund $6 - now.

Should LIS market cap be greater than PPK?

I don't think so, but I can understand why it is.

At say $1.5bn MC for LIS, and one clear mission - to develop then commercialise Li-Sulphur batteries via licensing, it is somewhat easier for people to understand. If i was bullish on LIS technology and thought the other businesses PPK owns are less attractive, less viable or much earlier stage, then I would value PPK (roughly) at $750m from their stake of LIS plus sum of other parts which could be less than $750m. So while I personally think the other businesses are worth more than the LIS holding, I'm sure many investors may not yet.

Do I think LIS will stay valued at or above PPK MC for long?

No but I'm not a scientist, not a big investor so it is not up to me. If we think about PPK like an LIC, then now we have a good gauge on a large chunk of their NTA (LIS) which should start to correlate - e.g. after settling, PPK should rise with LIS and fall with LIS.

Let's not whinge about it or waste time with rigged market claims and just take action. If you think PPK is very undervalued, buy it. If you think LIS is overvalued, sell it. It is that simple.