Ppk Group Limited · ASX:PPK
Ppk — Shareholder Meeting (November 2022)
20 slides from Ppk's shareholder meeting presentation, Nov 23, 2022
Slide 1: Chief Operating Officer's Presentation
ASX ANNOUNCEMENT FOR IMMEDIATE RELEASE TO THE MARKET PPK GROUP LIMITED – ASX Code: PPK Wednesday 23 November 2022 Chief Operating Officer’s Presentation PPK Group Limited (ASX Code: PPK) is pleased to provide the Chief Operating Officer’s presentation, which will be presented at the Company’s Annual
Slide 2: Annual General Meeting
ANNUAL GENERAL MEETING Wednesday, 23 November 2022 PPK AGM 23 November 2022 1
Slide 3: Chairman's Address
CHAIRMAN’S ADDRESS Wednesday, 23 November 2022 PPK AGM 23 November 2022
Slide 4: 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 PPK AGM 23 November 2022 3
Slide 5: Chairman's address
Chairman’s address • New team • Commercialise our technologies, with BNNT and White Graphene the priority • Mining divestment • Funding for current scope • Market conditions PPK AGM 23 November 2022 4
Slide 6: Presentation by the Chief Operating Officer
PRESENTATION BY THE CHIEF OPERATING OFFICER Wednesday, 23 November 2022 PPK AGM 23 November 2022
Slide 7: How we work to deliver shareholder value
How we work to deliver shareholder value Find, discover, identify, assess Realise and Science / monetise 3rd Party Market, risk capital Value creation Model, governance, key roles Opportunity to Corporatise commercialise Commit PPK AGM 23 November 2022 6
Slide 8: Proving the science update
Legend Proving the science update Paused Closed 3D Dental 45% R&D • Nature of science - not all will Ballistic Glass 40% succeed • Continuous learning – new Realise and Science / monetise 3rd Party derivatives arise • Stage gate approach Value creation Opportunity to Corporatise commercialise Strate
Slide 9: PPK Investee Companies Pathways to Profit
PPK Investee Companies Pathways to Profit • We are confident to sell and produce • Applications for WGL and BNNT Realise and Science/ monetise 3rd Party • We have lowered cost of BNNT Value creation production and can produce at scale Corporatise Opportunity to and quality commercialise PPK AGM 23 N
Slide 10: Value creation alternatives
Value creation alternatives Revenues and IPO Partial or full disposal of an profits from investee company subsidiaries Example: Future potential: PPK AGM 23 November 2022 9
Slide 11: Key learnings applied to commercialisation setup
Key learnings applied to commercialisation Understand Simplified Agreed Collaboration partner collaboration and schedule and through the process and material transfer milestones process setup – go agreements see Done well will lead to … Product market fit and commercialisation PPK AGM 23 November 20
Slide 12: White Graphene raised $3.6m capital to continue expansion plans
White Graphene raised $3.6m capital to continue expansion plans • Increasing factory size and production output in Geelong facility • Scientific results published in March and August 2022 on addition of White Graphene to commercial coatings led to significant market interest • Currently working with
Slide 13: BNNT focus is on commercialisation and optimised production in the new facility
BNNT focus is on commercialisation and optimised production in the new facility • New factory operational • Increase automation • Lowered cost of production • Collaboration and product testing with potential partners and customers • Commercial role PPK AGM 23 November 2022 12
Slide 14: Li-S Energy market opportunity
Li-S Energy market opportunity PASSENGER EVs DRONES HEAVY EVs eAVIATION PPK AGM 23 November 2022 13
Slide 15: Cell scale up process
Phase 3 is essential for delivering quality test cells for Cell scale up process our partners — with each trial requiring up to 10,000 cells PHASE 1 PHASE 2 PHASE 3 Proving the science Scaling cell size Scaling output to meet demand coin cell single layer pouch 4-layer pouch 10-layer pouch 20-layer
Slide 16: Deakin University drone flight
DRONE FLIGHT Deakin University 15
Slide 17: AMAG has significant global interest and just raised $3m capital
AMAG has significant global interest and just raised $3m capital • Strong pipeline • $3m capital raise to support the expansion of the company’s operations in North America and establish itself as a market leader in the global transport analytics industry • Key international appointment PPK AGM 23 N
Slide 18: CIB continues to deliver
CIB continues to deliver • Revenues $15.9M • Pre-tax profit, before management fees $3.0M • Order book continues to grow • Aerospace autoclave commissioned, one of the largest in Australia, positioned for larger defence contracts • Hydraulic press ordered; will be largest in southern hemisphere for
Slide 19: In closing
In closing Collaboration and Addressable market Nothing will please PPK and product testing will lead remains significant us more than investee to commercialisation as across all investee standing here again companies we know we can companies – we can next year with funded for manufacture at a price
Slide 20: Conclusion of the meeting
CONCLUSION OF THE MEETING RESULTS OF MEETING TO BE ANNOUNCED TO THE ASX SHORTLY