Ppk Group Limited · ASX:PPK
Ppk — Shareholder Meeting (November 2018)
17 slides from Ppk's shareholder meeting presentation, Nov 27, 2018
Slide 1: 2018 AGM Presentation – Robin Levison, Executive Chairman
27 November 2018 Robin Levison – Executive Chairman
Slide 2: Who is PPK?
Who is PPK? PPK provides products and services to the underground coal mining industry including: • the design, manufacture and servicing of the industry renowned COALTRAM ® flame proof and explosion proof diesel Load Haul Dump (LHD) utility vehicles – the only electronically controlled flame proof
Slide 3: The NSW Coal Industry Continues to Grow
The NSW Coal Industry Continues to Grow Coal is NSW most valuable export: • Coal production from Hunter Valley underground coal mines increase by 20% in 2017 • Port of Newcastle 2018 and 2017 coal exports similar to 2016, a record year • Gov’t Chief Economist forecasts coal to become Australia’s lar
Slide 4: Underground Coal Mining Spend
Underground Coal Mining Spend CAPITAL At the 2017 AGM, PPK commented on the likelihood of future capital spend by our customers. Since then: • 4 ex-rental CoalTrams have been sold • 6 ex-rental CoalTrams are being overhauled for a pending sale • 1 CoalTram is on long term rental SUPPLY/SERVICE CONTR
Slide 5: PPK Innovation
PPK Innovation At the 2017 AGM, PPK commented on a number of initiatives: • Manufacturing of the battery electric Man Transporter • New design and concept outside traditional vehicles • Design/engineering done in Australia, prototype frame built overseas • Supply issues for prototype caused build de
Slide 6: PPK's Growth
PPK’s Growth The industry growth in NSW is reflected in PPK’s increased revenues with: • Actual revenue for the period July 2018 to October 2018 is • 16% higher overall • 21% higher for workshops than the same period last year • Only one division is behind the 2017 comparative period and actions hav
Slide 7: AIC Investment Corporation Pty Ltd (AICIC)
AIC Investment Corporation Pty Ltd (AICIC) PPK will acquire 100% of the shares in AICIC in a two stage transaction: 1. Loan $3,600,000 to AICIC • Loan is interest free, secured, repaid in 3 years • Funds to complete investment obligations in Technology Ventures and provide working capital 2. Acquire
Slide 8: Funding of AICIC Loan
Funding of AICIC Loan The loan is funded by a capital raise of $3,185,000 and a further capital raise of $350,000, both at $0.35 per share, the latter post shareholder approval of resolution 3 (approval for extra 10% Placement Capacity) at today’s AGM. Total Shares Issued % PPK’s issued capital pre
Slide 9: AIC Investment Corporation Pty Ltd (AICIC)
AIC Investment Corporation Pty Ltd (AICIC) AICIC has the following equity interest in the Technology Ventures: 1. 50% of BNNT Technology 2. 30% of VizaDox 3. 55% of Louder Entertainment AICIC has made all its capital commitments to these ventures, development is in progress and each venture will mov
Slide 10: BNNT Technology
BNNT Technology Commercialise Boron Nitride Nanotube (BNNT) manufacturing technology • Only known technology for manufacturing BNNT in bulk in the world • 20 years exclusive license and global patents • Currently manufacturing BNNT in a batch process for research purposes • Projected 18 months for d
Slide 11: What are BNNTs
What are BNNTs Boron Nitride Nanotubes (BNNTs) are: • Close structural analogues of carbon nanotubes (CNTs) but carbon atoms are alternately substituted by nitrogen and boron atoms • Both are considered to be the strongest light-weight materials • Thermal conductivity of BNNTs is similar to that of
Slide 12: What are BNNTs
What are BNNTs Boron Nitride Nanotubes (BNNTs) are: • A nanomaterial that can bring disruptive changes to a wide range of markets • First made in 1995, primarily used for research as it is difficult and complex to manufacture – currently selling for $900US per gram • Rolled sheets of hexagonal array
Slide 13: Boron Nitride Nanotubes
Boron Nitride Nanotubes Tiny Tube with Great Potential by Dr Catherine Fay Senior NASA Scientist 13
Slide 14: VizaDox
VizaDox Disruptive technology for on-line application of Australian Visas • Developed by the major shareholder, a national firm of registered immigration agencies (industry knowledge, experience and contacts) • On-line service integrated to the government systems that process visas • designed to be
Slide 15: Loudar Entertainment
Loudar Entertainment Music/entertainment platform that allows musicians/artists/performers to engage viewers and be financially rewarded for performing. • Online platform using web, iOS and android systems • Strategic partnerships with radio stations, media outlets and local • Unique voting system p
Slide 16: Summary
Summary There is evidence that the NSW coal industry continues to improve: • underground coal mines are expanding or new mines will be opening • mining companies are investing capital and securing long term supply/service contracts PPK is well positioned to take advantage of its position in the indu
Slide 17: PPK Group Ltd
PPK Group Ltd Head Office PPK Mining Equipment Level 27, 10 Eagle Street, Brisbane QLD 4000, Australia Tomago Facility +61 (0) 7 3054 4500 13B Old Punt Road, Tomago NSW 2310, Australia info@ppkgroup.com.au +61 (0) 2 4964 5400 www.ppkgroup.com.au info.equipment@ppkgroup.com.au Port Kembla Facility PP