Ppk Group Limited · ASX:PPK
Ppk — Shareholder Meeting (November 2023)
20 slides from Ppk's shareholder meeting presentation, Nov 23, 2023
Slide 1: ASX Announcement: Chief Executive Officer's Presentation
ASX ANNOUNCEMENT FOR IMMEDIATE RELEASE TO THE MARKET PPK Group Limited – ASX Code: PPK Thursday 23 November 2023 Chief Executive Officer’s Presentation PPK Group Limited (ASX Code: PPK) is pleased to provide the following CEO Presentation which will be presented at the Company’s Annual General Meeti
Slide 2: Annual General Meeting
PPK Group Limited (ASX: PPK) ANNUAL GENERAL MEETING Thursday, 23 November 2023
Slide 3: Introducing the PPK board
Introducing the PPK board Robin Levison Glenn Molloy Anne-Marie Birkill Anthony McDonald Non-Executive Chairman Executive Director Non-Executive Director Non-Executive Director 2
Slide 4: Chairman's Address
CHAIRMAN’S ADDRESS Thursday, 23 November 2023 3
Slide 5: Chairman's Address
CHAIRMAN’S ADDRESS Energy Solutions Growth Stage Investment with PowerPlus Energy acquisition FY23 New leadership team Ongoing focus on shareholder communication 4
Slide 6: Presentation by the Chief Executive Officer
PRESENTATION BY THE CHIEF EXECUTIVE OFFICER Thursday, 23 November 2023 5
Slide 7: We invest capital and expertise in high potential science and technology opportunities
WE INVEST CAPITAL AND EXPERTISE IN HIGH POTENTIAL SCIENCE AND TECHNOLOGY OPPORTUNITIES WITH A CURRENT FOCUS ON NANOMATERIALS, ARTIFICIAL INTELLIGENCE, AND ENERGY SOLUTIONS VALIDATION GROWTH EXPANSION ENERGY ARTIFICIAL DEFENCE & LAW ENERGY NANOMATERIALS STORAGE INTELLIGENCE ENFORCEMENT STORAGE White
Slide 8: Nanomaterials Go to Market Approach
NANOMATERIALS GO TO MARKET APPROACH Research Collaborate Validate* Trade* i.e. coatings 1 x Defense 2 x Defense 1 x Energy 1 x Automotive 2 x Automotive 1 x Distributor 1 x Sports 1 x Maritime 2 x Energy 1 x Swimming Pool 1 x Medical 1 x Space 1 x Aerospace 2 x Energy 7 * Timing and volume dependent
Slide 9: Building Market Engagement
BUILDING MARKET ENGAGEMENT 8
Slide 10: Nanomaterial Priorities
NANOMATERIAL PRIORITIES • Transitioning from research to scale up manufacturing and commercial application development • R&D remains important given Validation needs • Reduced BNNT price as manufacturing efficiency improves • Expanding distributor and partner relationships • Installation and commiss
Slide 11: Pioneering the use of AI to improve road safety
PIONEERING THE USE OF AI TO IMPROVE ROAD SAFETY • Global demand driven by Vision Zero (No more traffic deaths) • Strong growth to > 20 customers With AMAG - Focus on conflicts (proactive) • Solid FY24 pipeline ($29m+ unweighted) • Focus on building geographic partnerships following the Stinson Canad
Slide 12: Video analytics to assess electric scooter helmet usage
VIDEO ANALYTICS TO ASSESS ELECTRIC SCOOTER HELMET USAGE • Paid project for transport department for public versus private scooter use and helmet wearing • Input to future policy on changing mobility landscape
Slide 13: Li-S foundation agreements
Li-S foundation agreements Contracts supplier by sector R&D partner eAviation drones consultant battery manufacturer EVs security 12
Slide 14: Production scale-up strategy
Production scale-up strategy CALENDAR YEAR NOW FUTURE PHASE 3 PHASE 4A PHASE 4B PHASE 5 2MWH PRODUCTION LINE 200MWH MANUFACTURING PLANT 10GWH+ GIGAFACTORY ACTIONS DESIGN BUILD LICENSE Automated manufacture to Commence manufacturing Secure suitable manufacturing Battery manufacturer completes build t
Slide 15: Hear from the LiS panel
Hear from The LiS panel The newest advisory panel members share their thoughts on the technology, scale-up and the future opportunities for the batteries. ISOBEL SHELDON BOB GALYEN 14 OBE
Slide 16: Building Momentum
BUILDING MOMENTUM • On-grid LiFe 4838P battery with Clean Energy Council Certification • Increase revenue across key market sectors • Continued factory optimisation • Growing the Battery Energy Storage System opportunity • Solid increase in FY24 revenue to date
Slide 17: Partnerships and target markets
Partnerships Target markets Modular architecture Strong online presence 16
Slide 18: Agile. Innovative. Proven.
AGILE. INNOVATIVE.PROVEN. New market leading in house capabilities Deliver on strong contracted order book (already ~60% of last FY) Autoclave usage Installation and commissioning of new hydraulic press 17
Slide 19: Land/Sea/Air/Personal armour protection
LAND/SEA – Transparent and composite armour Law enforcement end users AIR - Composite floor and wall protection PERSONAL - Body armour protection elements, pelvic protection and training inserts 18
Slide 20: Improved Stakeholder Engagement
IMPROVED STAKEHOLDER ENGAGEMENT