Ann: PPK Half Year results, page-3

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19/05/25

14:52

Post #: 79102037
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Originally posted by kenjikool: ↑

I think we are going to see PPK take off again soon. I have looked at this report and compared and the growth is amazing.
PPK offers a strong investment opportunity IMO, Craig International Ballistics (CIB) and PowerPlus Energy (PPE). With CIB’s possible revenue of $40–45 million in FY25 and PPE’s expansion in the energy storage market, bolstered by Australian government battery funding starting July 1, 2025, PPK is well-positioned for significant value creation.
CIB
CIB could achieve $40–45 million in revenue for FY25, a substantial increase from $13.415 million in FY23, driven by a fivefold turnover surge in the first half of FY25 (ASX Release, 26 Feb 2025). This alone will get people talking!
Major Contracts: A $30 million Australian Defence Force (ADF) contract for body armor, likely contributing $15–20 million in FY25, highlights strong demand
Advanced Technology: The commissioning of a state-of-the-art hydraulic press—one of the largest in the Southern Hemisphere—and an autoclave boosts CIB’s capacity to produce advanced composite armor
Market Position: As a key supplier to the ADF and police forces, CIB capitalizes on Australia’s emphasis on sovereign defense capabilities, supported by a robust order book .
Financial Impact: With a historical EBITDA margin of 21.9% (FY23), CIB’s projected revenue could yield $8.76–$9.86 million in EBITDA, enhancing PPK’s financial performance
PPE
Market Leadership: PPE, a 51%-owned subsidiary, is a leading Australian manufacturer of lithium ferro phosphate (LFP) battery storage systems, meeting rising demand for on-grid and off-grid energy solutions
Product Innovation: The August 2024 launch of the Eco4847P battery, with 4.7kWh capacity, and the Whispr-7 hybrid system (7kW inverter, 13.4kWh storage) strengthen PPE’s residential and commercial offerings
Market Opportunities: Clean Energy Council approval for the LiFe4838P battery unlocks on-grid solar market potential, aligning with Australia’s clean energy transition
Revenue Contribution: PPE added $5.081 million to PPK’s FY23 revenue post-acquisition, and then $27.471 million in '24 with further growth expected as production scales and distribution expands
Australian Battery Funding: From July 1, 2025, the Australian government’s Cheaper Home Batteries Program will provide a 30% discount on battery installations, reducing costs for households and businesses. PPE’s CEC-approved batteries, such as the Whispr-7 and LiFe4838P, are eligible, potentially boosting sales volume and market share as demand for affordable energy storage grows

Revenue Growth: CIB’s $40–45 million possible revenue and PPE’s expanding sales, amplified by federal battery funding, drive PPK’s top-line growth.
Market Trends: Strong defense demand (ADF contracts) and renewable energy growth (battery storage incentives) align with CIB and PPE’s strengths.
Sovereign Capability: CIB and PPE support Australia’s self-reliance in defense and energy, positioning PPK for government-backed opportunities.

That is focusing on the current revenue making companies. Then add in LIS, WGL and BNNT. Can anyone say 60c+ undervalued?

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Looks like I wasnt the only one re reading the reports over the weekend.

I agree it should be over $1 right now with no bs. In reality you could put a case that it should be closer to $5 based on current assets and business performance.
PPK Price at posting: 36.5¢ Sentiment: Buy Disclosure: Held
5 Upvote

0 Great analysis

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(20min delay)
Last 30.5¢		Change -0.010(3.17%)		Mkt cap ! $27.69M

Open	High	Low	Value	Volume
30.0¢	31.0¢	29.0¢	$5.982K	19.84K

Buyers (Bids)

No.	Vol.	Price($)
1	1078	30.5¢

Sellers (Offers)

Price($)	Vol.	No.
31.5¢	3920	2

View Market Depth

No.	Vol.	Price($)
1	32	0.310
1	1078	0.305
1	3000	0.290
1	4705	0.285
1	11358	0.280

Price($)	Vol.	No.
0.315	5920	3
0.320	11957	3
0.330	13500	1
0.340	31109	2
0.350	2000	1

Last trade - 16.10pm 16/06/2025 (20 minute delay)

PPK (ASX) Chart

Ann: PPK Half Year results, page-3

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Ann: PPK Half Year results, page-3

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