Ppk Group Limited · ASX:PPK
Ppk — Shareholder Meeting (November 2017)
9 slides from Ppk's shareholder meeting presentation, Nov 20, 2017
Slide 1: Annual General Meeting Presentation
For personal use only 20 November 2017 Robin Levison – Executive Chairman
Slide 2: Who is PPK?
Who is PPK? PPK provides products and services to the underground coal mining industry For personal use only including: • the design, manufacture and servicing of the industry renowned range of COALTRAM ® flame proof and explosion proof diesel Load Haul Dump (LHD) utility vehicles – the only electro
Slide 3: Who are PPK's Customers?
Who are PPK’s Customers? PPK’s main customers are international mining companies including: For personal use only • Glencore • 19 operating coal mines in NSW and Queensland • Largest coal producer in NSW • Centennial Coal • 5 operating coal mines in NSW • Provides 40% of NSW coal-fired electricity,
Slide 4: The NSW Coal Industry is Growing
The NSW Coal Industry is Growing Coal is NSW most valuable export: For personal use only • Port of Newcastle (world’s largest coal export port) set a record in 2016 • January 2017 to August 2017 exports have exceeded previous period • Exports to China, Japan, Taiwan, Vietnam, Philippines and India a
Slide 5: Underground Coal Mining Capital Spend
Underground Coal Mining Capital Spend In our discussions with our customers, we understand mining companies have not For personal use only spent capital over the past several years, hence, existing fleets are at their end-of- life cycle so the cost to maintain vs purchasing new vehicles are being un
Slide 6: PPK's Growth
PPK’s Growth The Australian Coal Industry Growth is reflected in PPK’s workshop revenue with: For personal use only • Actual revenue for the period July 2017 to October 2017 is 77% higher than the same period last year • Average monthly revenues for the period July 2017 to October 2017 is 10% higher
Slide 7: PPK's Recent Contracts
PPK’s Recent Contracts To underpin its parts and service revenues, PPK has recently signed contracts for: For personal use only • 2 years plus 1 year option for mining equipment parts with a major customer • Extended existing parts supply contract for a further year with another major customer • 2 y
Slide 8: Summary
Summary There is evidence that the Australian coal industry continues to improve. For personal use only Demand for coal continues to increase: • underground coal mines are expanding or new mines will be opening • mining companies are planning to invest capital • to replace existing vehicles that hav
Slide 9: PPK Group Ltd
PPK Group Ltd For personal use only 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 P