PPK 16.7% 55.0¢ ppk group limited

Ann: PPK Chairman's AGM Presentation, page-21

  1. 50 Posts.
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    I read it like this;

    4x Furnaces @ 1 shift = 15KG per year

    I also understood that the goal isn't presently to sell BNNT, rather improve vertical integration.

    Mid-2021 will be interesting as from their AGM presentation I would expect at least one JV to be starting commercialisation, and at the very least, supply of BNNT will not be an issue.

    It seems that whether or not selling raw BNNT becomes a thing will depend on the pandemic easing, and I would expect the price point to be greatly reduced from the $1m per KG that is getting bandied around, let's remember supply and demand mechanics and keep it realistic.

    All going well I would expect us to be in a greatly improved position this time next year.
 
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