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PPK - PPK Group

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Klogg said:
I built a 2% position back in September at about 3.08, and the thesis is playing out.
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I bought around a 3% position last month for 3.3. The stock closed at 5.05 today, so that's a 53% jump in a month. PPK is certainly going places at the moment.
 
Zaxon said:
I bought around a 3% position last month for 3.3. The stock closed at 5.05 today, so that's a 53% jump in a month. PPK is certainly going places at the moment.
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Nice work Zaxon

Nothing like building a position that just goes your way from day 1... Except it just makes me super aware of becoming overconfident.
 
Klogg said:
Nice work Zaxon
Nothing like building a position that just goes your way from day 1... Except it just makes me super aware of becoming overconfident.
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lol. True. And it needs to balance out the ones where you buy a stock, the market gets the memo that you're now a shareholder, and everyone decides to sell the stock down at a discount. I've had my share of those.
 
Market announcement today
PPK to take 45% holding in a company manufacture and supply body armor and the like to defence and law enforcement.
Ties in nicely with a potential bnnt application being developed.
Market seems to approve.
 
Interesting ASX announcement out today. Been a while in the making.

$1 million order from aust defence for soft armor inserts made of composite of kevlar and....... BNNT!
Doesnt explicitly say BNNT tho.

Could be the start of something bigger.......if BNNT is part of the composite product.
 
PPK looking very interesting on the weekly chart and up 8% today, and looks like plenty of room to continue the recovery




 
PPK shareprice kicking goals of late to reflect that they seem to have solved automation production of bnnt, as well as imminent IPO of battery tech LIS which will incorporate bnnt into battery to make far superior battery to anything currently under research or available
 
Will be interesting to see, I have never been convinced by the hype and promotion around the nanobags technology. I have not seen anyone independent of the business write up a compelling business case for the company or its products. No doubt the narrative is in place, lets see if its just another stonk full of hot air & speculation, or if it can fulfil the narrative.
 
Now in trading halt.
Pending much anticipated announcement from the JV partner Deakin, regarding validation of LiS battery tech.
 
Announcement out
Supported by Deakin
confirms battery advance using bnnt.
PPK shareprice responding accordingly
 
Yeah but are they producing bnnt in commercial amounts yet? I came to think they were waffling, just making it in laboratory batches and deflecting from the production difficulties
 
Getting rammed to the moon today! I dont think many people speculating on this stonk have much understanding of battery tech and real world applications. Oh well good luck to those buying the narrative.
 
galumay said:
Getting rammed to the moon today! I dont think many people speculating on this stonk have much understanding of battery tech and real world applications. Oh well good luck to those buying the narrative.
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That's a bit sour.
It hurts to miss out
 
Oh no, I never regret missing out, there are plenty of stonks I have missed out on! If a business is not investible by my metrics then I dont even consider buying a part of the business, so there is no regrets to be had.

Sorry if it came across as sour, its more a warning about the dangers of speculating in narratives as opposed to investing in businesses.

Seriously anyone capable of reverse engineering the assumptions for growth required from a starting point of 10c EPS to make the company fair value at $1B knows just how unlikely that outcome is.

Of course if you are just a speculator hoping there will be a greater fool at some point in the future, then the actual business doesnt really matter.
 
It strikes me as a bit like the t/a vs fundamental dichotomy @galumay,
Specs against real businesses. Doesn't have to be 100% one way.
 
Fair point @finicky, it doesnt have to be any way. I do believe its important to understand the difference and not pretend one thing is another.
 
PPK mentioned in dispatches - the usual leaky pitch

Lithium-sulphur battery play Li-S Energy Ltd is finalising a $500 million pitch to join the ASX boards. ... knocking on doors in July for August listing

Street Talk understands Li-S Energy, which reckons it has unlocked a holy grail of the battery market, is putting the finishing touches on a prospectus for a $40 million to $50 million initial public offering in a deal that would value it at about $500 million.

The company, part-owned by ASX-listed PPK Group and Deakin University, has set up a BNNT factory in Geelong for large scale production, to make cheaper and more available BNNTs. The factory recently hit 1kg BNNT production in a five-day period, which was pitched as a “major breakthrough”.

Battery play Li-S Energy powers up IPO pitch, seeks $500m valuation

The lithium-sulphur battery play is finalising a $500 million-plus pitch to join the ASX boards.
www.afr.com
 
I suspect this IPO will deliver significant transfer of wealth from retail investors to professional scalpers. The narrative is pitched perfectly.
 
galumay said:
I suspect this IPO will deliver significant transfer of wealth from retail investors to professional scalpers. The narrative is pitched perfectly.
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U r continuing on with the negative theme.

If u go beyond the afr article and broker reports and do some research, u may find there is real potential in what is being developed here.

The technology is developed and proven by Deakin University. It's been 10 years plus in the making. The Vic govt is backing these technologies with financial committements.

U would be hard pressed to find a dissatisfied PPK shareholder, even before their share price rise of late.

Retail investors opportunity to get in on IPO will be limited. It will go to instos and sophisticated investors.
 
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