Ppk Group Limited · ASX:PPK
Ppk — Shareholder Meeting (November 2020)
26 slides from Ppk's shareholder meeting presentation, Nov 11, 2020
Slide 1: Chairman's AGM Presentation
ASX ANNOUNCEMENT FOR IMMEDIATE RELEASE TO THE MARKET PPK Group Limited – ASX Code: PPK Wednesday 11 November 2020 Chairman’s AGM Presentation Please find attached the Chairman’s AGM Presentation. Authorised by the Chairman. For further information contact: Robin Levison Executive Chairman of PPK Gro
Slide 2: Annual General Meeting
ANNUAL GENERAL MEETING Wednesday, 11 November 2020 1
Slide 3: Strategic Update
2 STRATEGIC UPDATE The past twelve months has strategically changed PPK going forward! • At the 2019 AGM, we noted the joint venture with Deakin would present a raft of opportunities, it has and since August PPK has entered into several new BNNT application projects - an update on these will be pres
Slide 4: COVID-19 Impact
3 COVID-19 IMPACT Very pleasing that: 1. All PPK businesses operated throughout the pandemic period without jobkeeper support 2. No employees lost work due to COVID-19, appropriate OH&S precautions were taken But: 1. Impact on supply chain, especially international, affected all businesses 2. Impact
Slide 5: Financial Performance
4 FINANCIAL PERFORMANCE NPAT of $8.269M (2019: $1.800M) after writing back $9.041M contingent consideration in relation to BNNT acquisition, otherwise a loss of $0.772M made up of: • PPKME $2.676M (2019: $3.765M) • Technology $0.331M (2019: -$0.160M) • Corporate and other - net -$2.202M (2019: -$2.3
Slide 6: Capital Management
5 CAPITAL MANAGEMENT The Group has continued to strengthen its capital position: • Current assets $24.663M (2019: $21.747M) • Liquid assets $13.327M (2019: $11.496M) • Net assets $54.193M (2019: $30.264M) • Cashflow from operations $ 3.315M (2019: -$ 1.701M) • Capital raised – PPK Group (gross) $ 8.
Slide 7: Technology
TECHNOLOGY Disclaimer: To protect our IP, this is not a photo of BNNT’s laboratory 6
Slide 8: Technology Strategic Update
7 TECHNOLOGY STRATEGIC UPDATE To recap my comments in the 2020 Annual Report, our three strategies for BNNT are: • Manufacture BNNT at 99% purity and in commercial quantities. • Supply BNNT to select parties as the manufacturers of products with which BNNT may be blended or infused. • Partner with a
Slide 9: BNNT Production Update
8 BNNT PRODUCTION UPDATE Semi-automated production processing system in place: • Consistently producing BNNT at 99% purity (as independently tested) • Module design currently utilising a two furnace configuration – BNNT have purchased two additional furnaces to optimise the manufacturing process and
Slide 10: BNNT – Semi-Automated Processing System
9 BNNT – SEMI-AUTOMATED PROCESSING SYSTEM PPK AGM 11 November 2020
Slide 11: BNNT – Semi-Automated Processing System
10 BNNT – SEMI-AUTOMATED PROCESSING SYSTEM PPK AGM 11 November 2020
Slide 12: BNNT Application Project Update
11 BNNT APPLICATION PROJECT UPDATE Six projects identified in JVRA with Deakin University, BNNT Technology Limited and PPK (October 2019): • to reiterate, all projects have a 2 to 3 year time horizon • Deakin University provides existing IP, researchers, resources and equipment • BNNT Technology Lim
Slide 13: Lithium Sulphur (Li-S) Battery Update
12 LITHIUM SULPHUR (LI-S) BATTERY UPDATE R&D agreement signed in January 2020 for two-year project • 20 year exclusive global license to commercialise the “Flexible Lithium-Sulfur Batteries” patent • R&D has been in progress by Deakin for > 6 years Investment in Zeta Energy Inc completed in June 202
Slide 14: Until Now Li-S Batteries Have Had Limitations
13 UNTIL NOW LI-S BATTERIES HAVE HAD LIMITATIONS THIS IS HOW BNNTs CAN SOLVE THOSE LIMITATIONS BNNTs have unique advantages in battery applications in cycling, stability and safety. Up until now large scale production of BNNTs was not available, and therefore it was not generally considered as a sol
Slide 15: Li-S Battery Advantages
14 LI-S BATTERY ADVANTAGES Energy Density Charge Rate 55xx 4x Li-S batteries have been proven to Much shorter charging times. Li-S provide up to 5 to 10 times more power batteries can be recharged far more 4x More than Li-ion batteries. This will allow not More Faster effectively due to their chemic
Slide 16: 3D Dental Technology Update
15 3D DENTAL TECHNOLOGY UPDATE Purpose – development of more advanced dental materials infused with BNNT for use in prosthetic and implant dentistry (ie inlays, onlays, veneers, crowns, bridges). BNNT acts as a nano-reinforcement in dental composite materials enabling stronger, harder and more wear
Slide 17: BNNT Precious Metals Update
BNNT PRECIOUS METALS UPDATE 16 Purpose – to infuse small amounts of BNNT into gold and silver to enable superior strength and hardness of these metals for industry and jewellery. Gold and silver have amazing benefits and uses however they are so soft that they need to be alloyed with other metals wh
Slide 18: BNNT Ballistics Glass Update
17 BNNT BALLISTICS GLASS UPDATE Purpose – development of advanced BNNT polymer composites used in the laminated construction of ballistic capable materials, both transparent and non-transparent. R&D Scope, Budget and Project Program now confirmed and underway. JV Company – Ballistic Glass Pty Ltd ha
Slide 19: Strategic Alloys Update
18 STRATEGIC ALLOYS UPDATE JUST ANNOUNCED – Joint Venture Research Agreement signed with Amaero International Limited (ASX: 3DA), Deakin and PPK to develop a super strength aluminium alloy: • Amaero is a specialist in metal additive manufacturing (3D printing) for the aerospace, defence and tooling
Slide 20: Craig International Ballistics (CIB) Update
19 CRAIG INTERNATIONAL BALLISTICS (CIB) UPDATE PPK acquired a 45% interest in CIB effective 1 July 2019. CIB is a leading manufacturer of a comprehensive range of soft and hard composite ballistic production products designed for military and law enforcement customers. CIB is an agile and innovative
Slide 21: Craig International Ballistics (CIB) Update
20 CRAIG INTERNATIONAL BALLISTICS (CIB) UPDATE CIB supply a range of products and services directly to the Australian Defence Force and in-directly via Defence Primes. CIB continues to see strong growth within the Australian Defence sector, with unprecedented federal government spending and grant su
Slide 22: PPKME - Mining Equipment
21 PPKME - MINING EQUIPMENT PPK AGM 11 November 2020
Slide 23: PPKME Update
22 PPKME UPDATE Positive monthly EBITDA from July 2019 to November 2020 and a positive cashflow to assist funding corporate costs Impacted by COVID–19, Met coal prices fell 27% end-March to end-April, but have been steadily increasing since mid-October to be up 15% since end-April. Short term impact
Slide 24: Disclaimer Important Notice
23 DISCLAIMER IMPORTANT NOTICE This presentation has been prepared by PPK Group Limited (“PPK” or the “Company”) based on information available to it as at the date of this presentation. The information in this presentation is provided in summary form and does not contain all information necessary t
Slide 25: Disclaimer Important Notice
24 DISCLAIMER IMPORTANT NOTICE Forward looking statements This presentation may contain certain forward looking statements that are based on the Company’s managements’ beliefs, assumptions and expectations and on information currently available to management. Such forward looking statements involve
Slide 26: PPK Group Limited
25 PPK GROUP LIMITED 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 TECHNOLOGY COMPA