So PPK was a mining equipment company that decided to demerge that side. It is now PPKME and those who held shares at that time, now hold shares in the mining company that is separate. Why they did this is because they have focused the technology side of their business.
PPK have worked closely with Deakin Uni and together have started several offshoots to try and commercialise their tech. If you do some research into Boron nitride nanotubes (BNNT) you'll see this is the holy grail of materials, basically (Spider web) made synthetically. So why hasn't this been a commercial product before if it's so good? Simply, cost. Here is a great interview a few years back with Alan Kohler (https://www.eurekareport.com.au/inv...-to-bring-down-cost-of-bnnt-materially/149763) it shows what PPK are trying to Achieve.
Since that Interview PPK has come a long way. The SOI is very tightly held, this is why it was able to reach $21 in the not too distant past. I was fortunate to be able to take advantage of this and now hold a large number at an avg of 90c. Is this why I'm posting? Absolutely I'm hoping to make a squillion on this. The more people know about PPK the better for me. On the old HC thread there was a $50 thread, while that seems crazy, it actually isn't that mad. That would give PPK a MC of $4.4 Billion. It already reached $1.5 billion previously, but like BRN it went too early with a lack of revenue.
I was holding PPK when they did an IPO for LIS Energy. I received shares as a dividend and I was able to sell those shares when it first launched onto the ASX. Why did I sell, purely due to market over pricing the company. Like any good IPO it went crazy, so crazy not to take advantage. However LIS Energy has a great story. In a nut shell here is what they are offering.
"In the past, lithium sulfur batteries failed to reach commercialisation because the cells had a poor cycle life, having to be replaced too often. There was something missing LIS embed unique nanomaterials — Boron Nitride Nanotubes (BNNTs), and a new nano-composite called Li‑nanomesh™ into the cells to enhance their strength, life cycle and performance."
Previously the life cycle of the batteries were limited to less than 100 recharges before degrading so badly that they were useless. Recently LIS passed the holy Grail 1200 recharges still holding above 60%, kind of the standard for a battery to become commercial. Look at it also like this. They charge much much faster and hold much more energy, so smaller batteries, less weight, more distance and also this can be for aviation. Incredibly they are talking of 4 hours for drone flight. All beaches in Australia could have 2 drones and they could cover 8 hours of daylight looking for sharks or other dangers. (Add BRN Akida 1 shot learning to this, and look out!) But if you look at LIS this is just one area of one battery, I recommend anyone interested look at LIS and see what they are achieving. What does this have to do with PPK, well basically they are the parent company and own over 50% of the company. Where does LIS get their BNNT from, well from BNNT (https://www.bnnt.com.au/site/content/) PPK being the Parent company here also.
The next exciting step in the PPK ecosystem is White Graphene. Another nano material that is making waves. (https://www.white-graphene.com/) This company have already signed partnership deals with some big players. Sun Metals a subsidiary of Korea Zinc Company Limited, and also Tencate (https://www.tencateadvancedarmor.com/) they plan on using BNNT as an additive to strengthen their armour plating. Currently tests are in progress, expecting news later this year. But the main point here is that WGL is a private company currently not listed on the ASX. If history repeats then it is likely to IPO and we would expect holders of PPK to get a special dividend of shares in WGL. As the SP as declined so far recently, i believe that the reward for loyal holders would be that history will repeat. When will this happen? Well anywhere from tomorrow to who knows when, I feel it depends on the IPO market. NASA is very interested in white graphene I suggest people start there if they want to know more of this wonder material.
So I've added links to help see what is in the PPK ecosystems they have built. However there is still a lot more that i haven't added. I see as the above the main reasons i have jumped into PPK and I strongly believe we are currently undervalued by a minimum of around $150-200 million on the MC. That would currently double the SP were we are today. Why? Below is a list of the main PPK ecosystem. AMAG (https://amagroup.io/) will likely be listing on the NASDAQ at some point in the near future when market improves.
So looking at the big picture. Cash held, Shares in LIS = roughly $100Million, 93 Million shares directly/indirectly in WGL last seed raise was at 50c so $46 million, 51% in BNNTTL which has the ability to make 50kg of BNNT annually if listed would likely be $200+MC, 45% of Craig Ballistics selling armour etc to Australian police and Army defence contracts. Plus other countries. If listed $300+ Million MC, plus if you look at PPK there are BNNT Precious Metals Pty Limited (Precious Metals), Strategic Alloys Pty Ltd (Strategic Alloys), and just recently they acquiring a 51% interest in PowerPlus Energy (PPE). This will give them the foundation of battery manufacturing in Australia with who knows what batteries they will end up manufacturing. The company in the last 2 years has ticked so many boxes and are lining up all their ducks for future goal kicking. As you can see the MC of $300-400 Million just on cash and direct/indirect assets, how much is their IP worth?
BRN could be life changing for many, unfortunately PPK can't, because the SOI is too low for retail. If anyone wants in it needs to be long term as the liquidity is low currently. WGL IPO up coming, and I'd like to see the SP around $5 before any cash is raised. It is more than likely to be at that level before the end of 2023. All IMO no advice at all just a heads up on a real opportunity again IMO.
PPK have worked closely with Deakin Uni and together have started several offshoots to try and commercialise their tech. If you do some research into Boron nitride nanotubes (BNNT) you'll see this is the holy grail of materials, basically (Spider web) made synthetically. So why hasn't this been a commercial product before if it's so good? Simply, cost. Here is a great interview a few years back with Alan Kohler (https://www.eurekareport.com.au/inv...-to-bring-down-cost-of-bnnt-materially/149763) it shows what PPK are trying to Achieve.
Since that Interview PPK has come a long way. The SOI is very tightly held, this is why it was able to reach $21 in the not too distant past. I was fortunate to be able to take advantage of this and now hold a large number at an avg of 90c. Is this why I'm posting? Absolutely I'm hoping to make a squillion on this. The more people know about PPK the better for me. On the old HC thread there was a $50 thread, while that seems crazy, it actually isn't that mad. That would give PPK a MC of $4.4 Billion. It already reached $1.5 billion previously, but like BRN it went too early with a lack of revenue.
I was holding PPK when they did an IPO for LIS Energy. I received shares as a dividend and I was able to sell those shares when it first launched onto the ASX. Why did I sell, purely due to market over pricing the company. Like any good IPO it went crazy, so crazy not to take advantage. However LIS Energy has a great story. In a nut shell here is what they are offering.
"In the past, lithium sulfur batteries failed to reach commercialisation because the cells had a poor cycle life, having to be replaced too often. There was something missing LIS embed unique nanomaterials — Boron Nitride Nanotubes (BNNTs), and a new nano-composite called Li‑nanomesh™ into the cells to enhance their strength, life cycle and performance."
Previously the life cycle of the batteries were limited to less than 100 recharges before degrading so badly that they were useless. Recently LIS passed the holy Grail 1200 recharges still holding above 60%, kind of the standard for a battery to become commercial. Look at it also like this. They charge much much faster and hold much more energy, so smaller batteries, less weight, more distance and also this can be for aviation. Incredibly they are talking of 4 hours for drone flight. All beaches in Australia could have 2 drones and they could cover 8 hours of daylight looking for sharks or other dangers. (Add BRN Akida 1 shot learning to this, and look out!) But if you look at LIS this is just one area of one battery, I recommend anyone interested look at LIS and see what they are achieving. What does this have to do with PPK, well basically they are the parent company and own over 50% of the company. Where does LIS get their BNNT from, well from BNNT (https://www.bnnt.com.au/site/content/) PPK being the Parent company here also.
The next exciting step in the PPK ecosystem is White Graphene. Another nano material that is making waves. (https://www.white-graphene.com/) This company have already signed partnership deals with some big players. Sun Metals a subsidiary of Korea Zinc Company Limited, and also Tencate (https://www.tencateadvancedarmor.com/) they plan on using BNNT as an additive to strengthen their armour plating. Currently tests are in progress, expecting news later this year. But the main point here is that WGL is a private company currently not listed on the ASX. If history repeats then it is likely to IPO and we would expect holders of PPK to get a special dividend of shares in WGL. As the SP as declined so far recently, i believe that the reward for loyal holders would be that history will repeat. When will this happen? Well anywhere from tomorrow to who knows when, I feel it depends on the IPO market. NASA is very interested in white graphene I suggest people start there if they want to know more of this wonder material.
So I've added links to help see what is in the PPK ecosystems they have built. However there is still a lot more that i haven't added. I see as the above the main reasons i have jumped into PPK and I strongly believe we are currently undervalued by a minimum of around $150-200 million on the MC. That would currently double the SP were we are today. Why? Below is a list of the main PPK ecosystem. AMAG (https://amagroup.io/) will likely be listing on the NASDAQ at some point in the near future when market improves.
So looking at the big picture. Cash held, Shares in LIS = roughly $100Million, 93 Million shares directly/indirectly in WGL last seed raise was at 50c so $46 million, 51% in BNNTTL which has the ability to make 50kg of BNNT annually if listed would likely be $200+MC, 45% of Craig Ballistics selling armour etc to Australian police and Army defence contracts. Plus other countries. If listed $300+ Million MC, plus if you look at PPK there are BNNT Precious Metals Pty Limited (Precious Metals), Strategic Alloys Pty Ltd (Strategic Alloys), and just recently they acquiring a 51% interest in PowerPlus Energy (PPE). This will give them the foundation of battery manufacturing in Australia with who knows what batteries they will end up manufacturing. The company in the last 2 years has ticked so many boxes and are lining up all their ducks for future goal kicking. As you can see the MC of $300-400 Million just on cash and direct/indirect assets, how much is their IP worth?
BRN could be life changing for many, unfortunately PPK can't, because the SOI is too low for retail. If anyone wants in it needs to be long term as the liquidity is low currently. WGL IPO up coming, and I'd like to see the SP around $5 before any cash is raised. It is more than likely to be at that level before the end of 2023. All IMO no advice at all just a heads up on a real opportunity again IMO.
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