Ppk Group Limited · ASX:PPK
Ppk — Shareholder Meeting (November 2024)
23 slides from Ppk's shareholder meeting presentation, Nov 28, 2024
Slide 1: Chair's Statement and Chief Executive Officer's Presentation
ASX ANNOUNCEMENT FOR IMMEDIATE RELEASE TO THE MARKET PPK Group Limited – ASX Code: PPK Thursday 28 November 2024 Chair’s Statement and Chief Executive Officer’s Presentation PPK Group Limited (ASX Code: PPK) is pleased to provide the following which will be presented at the Company’s Annual General
Slide 2: Chair's Address
Chair’s Address 2024 Annual General Meeting Good morning, I’m Anne-Marie Birkill and it is my pleasure to welcome you to my first AGM as the Chair of your company. I begin by acknowledging the Wurundjeri and Bunurong people of the Kulin Nation as traditional custodians of the lands on which we meet
Slide 3: Chair's Address (continued)
Since we released our 2024 Annual Report in August, we have continued to execute on our plans to reposition PPK. Both the divestment of AMAG and the deconsolidation of LIS, the latter returning $5.19M in fully franked dividends to PPK shareholders via an in specie distribution of LIS shares, are con
Slide 4: Presentation by the Chief Executive Officer
PRESENTATION BY THE CHIEF EXECUTIVE OFFICER Thursday, 28 November 2024
Slide 5: We invest capital and expertise in high potential opportunities
WE INVEST CAPITAL AND EXPERTISE IN HIGH POTENTIAL OPPORTUNITIES WITH A CURRENT FOCUS ON ENERGY STORAGE, ARMOUR PROTECTION AND NANOMATERIALS ARMOUR ENERGY STORAGE NANOMATERIALS PROTECTION Supplies Australian Developing efficient Li-S Energy (ASX:LIS) Leading Australian manufacturer of manufactured mo
Slide 6: PPK Group Financial Reporting Structure post Li-S deconsolidation
PPK Group Financial Reporting Structure post Li-S deconsolidation PPK GROUP Subsidiaries PPK GROUP Associates PPK includes 100% of operating results, Includes PPK % share of associate profit/loss: assets and liabilities of: PPK ownership PPK ownership 51%* 39% 51% 39% 51% * Pathway to 75% 4
Slide 7: Investment Updates
INVESTMENT UPDATES . PRK*
Slide 8: Nanomaterials Journey to Market
NANOMATERIALS JOURNEY TO MARKET • Continued focus on developing efficient, high PROSPECTS quality manufacturing processes and regulatory processes (e.g. toxicity testing) COLLABORATE [6] • Moving applications through the funnel, but even where there is market pull the process is slow and iterative i
Slide 9: From pilot line to scaled up production line with a clear market focus
From pilot line to scaled up production line with a clear market focus • Capability to produce 20kg per shift of white graphene, due to process optimisation, which is far greater than the forecast 2kg per shift • Further process optimisation feasible but focus now on functionalisation at scale Decor
Slide 10: Growing in Scale
GROWING IN SCALE • Improve profitability by implementing operating efficiencies and achieving revenue growth • PPE installations deliver benefits beyond simply storing energy • Optimise opportunities from engagement with the National Battery Strategy and Battery Breakthrough Initiative • Increased e
Slide 11: Delivered off-grid innovation for RUMI on Louth Island
Delivered off-grid innovation for RUMI on Louth Island • Ecotourism use case • Early engagement and collaborative design QR code to the • Modular design allows for future youtube RUMI case study expansion • Make decisions for optimal performance based on solar input, battery charge, and energy deman
Slide 12: Red Plateau Organic - off grid avocado farming
Red Plateau Organic - off grid avocado farming QR code to the youtube case study 10
Slide 13: Strong brand recognition
Strong brand recognition • All Energy 2024 stand generated over 150 sales leads • “Voice of customer” feedback loop on product requirements and market insights • Strong social media presence of installation use cases and product updates https://www.linkedin.com/company/ powerplus-energy/ 11
Slide 14: Increased cadence of new product
Increased cadence of new product Differentiation through innovation for the customer, not price Batteries New large capacity modular battery (Eco4847P) in market New battery in prototype for telecoms lead-acid replacement Certification under way to enable battery sales into north and south America B
Slide 15: Key Takeaways
Key Takeaways • Strong cash position - $24.8M in cash and short term investments at 30 June 2024 • Clear strategy - focused target markets, highly differentiated technology and strategy to scale • Phase 3 successfully commissioned under budget • Cells being produced - 10Ah and 20Ah cells under test
Slide 16: Li-S is delivering on the critical factors that strategic partners seek
Li-S is delivering on the critical factors that strategic partners seek • Highest energy • Produce reliable • A battery • Show a credible path to density possible high-quality cells in management scale cell production • Sufficient power volume system (BMS) & over time as demand for application • Pro
Slide 17: Nail Penetration Safety Test
Nail Penetration Safety Test Video showing nail penetration on Li-S Energy 2.5Ah multi-layer GEN3 lithium sulfur cell, alongside a comparable lithium-ion cell from an internationally recognised manufacturer (2.5Ah 21700 25R cylindrical LCO cell) Use this QR code or click here to see the video. A qr
Slide 18: Successful uncrewed aerial vehicle test flight
Successful uncrewed aerial vehicle test flight First successful GEN3 Lithium sulfur cells 12 cell 6S2P battery pack UAV flights built on Phase 3 line – 11.4V 20Ah Scan or Click to watch on YouTube
Slide 19: Going Forward
Going Forward LIS key focus areas over the next two years are: • Developing a path to core revenue • Acquiring additional funding to support core activities • Strong partnerships that lead to conditional offtake agreements • A clear pathway to scale 17
Slide 20: Strong Growth
STRONG GROWTH • FY24 delivered 66% revenue growth YoY • Continued revenue growth forecast for FY25 Proudly manufacturing in Australia delivering sovereign capability • Servicing defence, police and corrective services • Clients in Australia and Asia • 25 years in business • Over 40 employees 18
Slide 21: Strategic in-house capability development enables future growth
Strategic in-house capability development enables future growth • Strong focus on research and development • Recent appointment of Chief Technology Officer • Shortened product development timeframes with new inhouse testing laboratory • New manufacturing processes, with improved material consolidati
Slide 22: Protection use cases
9) CRAIG INTERNATIONAL BALLISTICS Protection use cases Rersonal Protection Survivability Transparent Armour Solutions
Slide 23: The Next 12 Months
Our delivery focused PPK team will build and support a portfolio of innovative, growth stage companies with Australian sovereign manufacturing capabilities, with the potential for global expansion • Explore opportunities to expand our footprint in the energy storage sector • Progress plans to moneti