PPK 1.25% 39.5¢ ppk group limited

PPK Valuation Perspectives, page-21

  1. 124 Posts.
    lightbulb Created with Sketch. 7
    Hey Magic and yes, I wasn't ignoring the mining business but I meant that PPK noe has a market cap of $1.7b (and they are selling off that unrelated mining company) so the revenue / EBIDTA is not really tied to the valuation of PPK.

    a mining services company is much easier to value against peers though this would only account for maybe 10-15% of PPKs MC.
 
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