PPK Group（PPK）株式概要PPKグループ・リミテッドはその子会社とともに、主にオーストラリアでナノマテリアル、人工知能、エネルギー・ソリューションを提供している。 詳細PPK ファンダメンタル分析スノーフレーク・スコア評価2/6将来の成長0/6過去の実績0/6財務の健全性2/6配当金0/6リスク分析過去5年間で収益は年間45.5%減少しました。 キャッシュランウェイが1年未満である 意味のある時価総額がありません ( A$28M )すべてのリスクチェックを見るPPK Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair ValueAU$Current PriceAU$0.3194.4% 割安 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture-22m284m2016201920222025202620282031Revenue AU$283.6mEarnings AU$24.2mAdvancedSet Fair ValueView all narrativesPPK Group Limited 競合他社LiviumSymbol: ASX:LITMarket cap: AU$20.6mExcelsior CapitalSymbol: ASX:ECLMarket cap: AU$26.1mFOS CapitalSymbol: ASX:FOSMarket cap: AU$8.7mEnergy TechnologiesSymbol: ASX:EGYMarket cap: AU$15.6m価格と性能株価の高値、安値、推移の概要PPK Group過去の株価現在の株価AU$0.3152週高値AU$0.7252週安値AU$0.28ベータ0.941ヶ月の変化-18.42%3ヶ月変化-21.52%1年変化-13.89%3年間の変化-81.76%5年間の変化-97.93%IPOからの変化-55.71%最新ニュースReported Earnings • Mar 02First half 2026 earnings released: EPS: AU$0.058 (vs AU$0.12 loss in 1H 2025)First half 2026 results: EPS: AU$0.058 (up from AU$0.12 loss in 1H 2025). Revenue: AU$15.9m (up 30% from 1H 2025). Net income: AU$5.31m (up AU$15.9m from 1H 2025). Profit margin: 34% (up from net loss in 1H 2025). Over the last 3 years on average, earnings per share has fallen by 35% per year but the company’s share price has only fallen by 28% per year, which means it has not declined as severely as earnings.お知らせ • Feb 05PPK Group Limited (ASX:PPK) acquired an additional 24.4% stake in PowerPlus Energy Pty Ltd.PPK Group Limited (ASX:PPK) acquired an additional 24.4% stake in PowerPlus Energy Pty Ltd on February 5, 2026. PPK Group Limited has acquired the 24.4% stake (14.7% on a fully diluted basis) from an entity connected to the founder and former Chief Executive Officer of PowerPlus Energy Pty Ltd. The share purchase forms part of a broader settlement to resolve several matters between various parties, ultimately resulting in a small net cash payment by PPK Group Limited. Following the acquisition, PPK Group Limited holds 75.4% stake in PowerPlus Energy Pty Ltd. PPK Group Limited (ASX:PPK) completed the acquisition of an additional 24.4% stake in PowerPlus Energy Pty Ltd on February 5, 2026.分析記事 • Jan 19A Piece Of The Puzzle Missing From PPK Group Limited's (ASX:PPK) 25% Share Price ClimbPPK Group Limited ( ASX:PPK ) shares have had a really impressive month, gaining 25% after a shaky period beforehand...分析記事 • Nov 28Is PPK Group (ASX:PPK) Using Too Much Debt?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...お知らせ • Sep 26PPK Group Limited, Annual General Meeting, Nov 26, 2025PPK Group Limited, Annual General Meeting, Nov 26, 2025.分析記事 • Sep 18Positive Sentiment Still Eludes PPK Group Limited (ASX:PPK) Following 29% Share Price SlumpThe PPK Group Limited ( ASX:PPK ) share price has softened a substantial 29% over the previous 30 days, handing back...最新情報をもっと見るRecent updatesReported Earnings • Mar 02First half 2026 earnings released: EPS: AU$0.058 (vs AU$0.12 loss in 1H 2025)First half 2026 results: EPS: AU$0.058 (up from AU$0.12 loss in 1H 2025). Revenue: AU$15.9m (up 30% from 1H 2025). Net income: AU$5.31m (up AU$15.9m from 1H 2025). Profit margin: 34% (up from net loss in 1H 2025). Over the last 3 years on average, earnings per share has fallen by 35% per year but the company’s share price has only fallen by 28% per year, which means it has not declined as severely as earnings.お知らせ • Feb 05PPK Group Limited (ASX:PPK) acquired an additional 24.4% stake in PowerPlus Energy Pty Ltd.PPK Group Limited (ASX:PPK) acquired an additional 24.4% stake in PowerPlus Energy Pty Ltd on February 5, 2026. PPK Group Limited has acquired the 24.4% stake (14.7% on a fully diluted basis) from an entity connected to the founder and former Chief Executive Officer of PowerPlus Energy Pty Ltd. The share purchase forms part of a broader settlement to resolve several matters between various parties, ultimately resulting in a small net cash payment by PPK Group Limited. Following the acquisition, PPK Group Limited holds 75.4% stake in PowerPlus Energy Pty Ltd. PPK Group Limited (ASX:PPK) completed the acquisition of an additional 24.4% stake in PowerPlus Energy Pty Ltd on February 5, 2026.分析記事 • Jan 19A Piece Of The Puzzle Missing From PPK Group Limited's (ASX:PPK) 25% Share Price ClimbPPK Group Limited ( ASX:PPK ) shares have had a really impressive month, gaining 25% after a shaky period beforehand...分析記事 • Nov 28Is PPK Group (ASX:PPK) Using Too Much Debt?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...お知らせ • Sep 26PPK Group Limited, Annual General Meeting, Nov 26, 2025PPK Group Limited, Annual General Meeting, Nov 26, 2025.分析記事 • Sep 18Positive Sentiment Still Eludes PPK Group Limited (ASX:PPK) Following 29% Share Price SlumpThe PPK Group Limited ( ASX:PPK ) share price has softened a substantial 29% over the previous 30 days, handing back...Reported Earnings • Sep 03Full year 2025 earnings released: AU$0.32 loss per share (vs AU$0.077 loss in FY 2024)Full year 2025 results: AU$0.32 loss per share (further deteriorated from AU$0.077 loss in FY 2024). Revenue: AU$24.3m (down 14% from FY 2024). Net loss: AU$28.8m (loss widened 323% from FY 2024). Over the last 3 years on average, earnings per share has fallen by 48% per year but the company’s share price has only fallen by 36% per year, which means it has not declined as severely as earnings.New Risk • Jul 24New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Australian stocks, typically moving 13% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risks Less than 1 year of cash runway based on free cash flow trend (-AU$16m free cash flow). Earnings have declined by 54% per year over the past 5 years. Minor Risks Share price has been volatile over the past 3 months (13% average weekly change). Market cap is less than US$100m (AU$42.6m market cap, or US$28.2m).お知らせ • Jul 11White Graphene Limited acquired BNNT Technology Limited from PPK Group Limited (ASX:PPK).White Graphene Limited acquired BNNT Technology Limited from PPK Group Limited (ASX:PPK) on July 10, 2025. The consideration consists of common equity of White Graphene Limited to be issued for common equity of BNNT Technology Limited. White Graphene Limited completed the acquisition of BNNT Technology Limited from PPK Group Limited (ASX:PPK) on July 10, 2025.分析記事 • May 12PPK Group (ASX:PPK) Is Carrying A Fair Bit Of DebtThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...分析記事 • Dec 13Investors Don't See Light At End Of PPK Group Limited's (ASX:PPK) Tunnel And Push Stock Down 28%PPK Group Limited ( ASX:PPK ) shares have had a horrible month, losing 28% after a relatively good period beforehand...分析記事 • Oct 29PPK Group Limited's (ASX:PPK) Shares Bounce 52% But Its Business Still Trails The IndustryPPK Group Limited ( ASX:PPK ) shareholders have had their patience rewarded with a 52% share price jump in the last...お知らせ • Oct 16Transoft Solutions, Inc. acquired 30% stake in AMAG Holdings Australia Pty Ltd from PPK Group Limited (ASX:PPK) for AUD 2.7 million.Transoft Solutions, Inc. agreed to acquire 30% stake in AMAG Holdings Australia Pty Ltd from PPK Group Limited (ASX:PPK) for AUD 2.7 million on October 11, 2024. A cash consideration of AUD 1.5 million will be paid by Transoft Solutions, Inc, the bulk of which is expected to be used to pay out existing AMAG debt. Transoft Solutions, Inc. will pay an earnout payment of AUD 1.2 million cash. The transaction is subject to execution of employment agreement with a senior executive of AMAG, termination of the shareholders deed and the winding up of the employee share option plan Transoft Solutions, Inc. completed the acquisition of 30% stake in AMAG Holdings Australia Pty Ltd from PPK Group Limited (ASX:PPK) on October 16, 2024.お知らせ • Oct 11Transoft Solutions, Inc. agreed to acquire 30% stake in AMAG Holdings Australia Pty Ltd from PPK Group Limited (ASX:PPK) for AUD 2.7 million.Transoft Solutions, Inc. agreed to acquire 30% stake in AMAG Holdings Australia Pty Ltd from PPK Group Limited (ASX:PPK) for AUD 2.7 million on October 11, 2024. A cash consideration of AUD 1.5 million will be paid by Transoft Solutions, Inc, the bulk of which is expected to be used to pay out existing AMAG debt. Transoft Solutions, Inc. will pay an earnout payment of AUD 1.2 million cash. The transaction is subject to execution of employment agreement with a senior executive of AMAG, termination of the shareholders deed and the winding up of the employee share option planお知らせ • Sep 30PPK Group Limited, Annual General Meeting, Nov 28, 2024PPK Group Limited, Annual General Meeting, Nov 28, 2024.Reported Earnings • Aug 30Full year 2024 earnings released: AU$0.12 loss per share (vs AU$0.088 loss in FY 2023)Full year 2024 results: AU$0.12 loss per share (further deteriorated from AU$0.088 loss in FY 2023). Revenue: AU$28.2m (up 344% from FY 2023). Net loss: AU$10.7m (loss widened 38% from FY 2023).分析記事 • Jul 05PPK Group Limited (ASX:PPK) Shares Fly 94% But Investors Aren't Buying For GrowthPPK Group Limited ( ASX:PPK ) shareholders would be excited to see that the share price has had a great month, posting...New Risk • May 29New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Australian stocks, typically moving 13% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risks Less than 1 year of cash runway based on free cash flow trend (-AU$19m free cash flow). Earnings have declined by 59% per year over the past 5 years. Minor Risks Share price has been volatile over the past 3 months (13% average weekly change). Market cap is less than US$100m (AU$31.0m market cap, or US$20.6m).お知らせ • Mar 20PPK Group Limited (ASX:PPK) announces an Equity Buyback.PPK Group Limited (ASX:PPK) announces a share repurchase program. Under the offer, the company will repurchase up its own shares. The shares will be repurchased from the shareholders who hold less than AUD 500 worth of shares. The shares will be repurchased at AUD 0.596 per share. The repurchased shares will be cancelled. The record date for the offer is March 15, 2024. The offer will be valid till May 8, 2024.分析記事 • Mar 05Why Investors Shouldn't Be Surprised By PPK Group Limited's (ASX:PPK) 31% Share Price PlungeUnfortunately for some shareholders, the PPK Group Limited ( ASX:PPK ) share price has dived 31% in the last thirty...New Risk • Feb 24New major risk - Financial positionThe company has less than a year of cash runway based on its current free cash flow trend. Free cash flow: -AU$19m This is considered a major risk. With less than a year's worth of cash, the company will need to raise capital or take on debt unless its cash flows improve. This would dilute existing shareholders or increase balance sheet risk. Currently, the following risks have been identified for the company: Major Risks Less than 1 year of cash runway based on free cash flow trend (-AU$19m free cash flow). Earnings have declined by 59% per year over the past 5 years. Minor Risk Market cap is less than US$100m (AU$60.1m market cap, or US$39.4m).Board Change • Dec 30Less than half of directors are independentFollowing the recent departure of a director, there is only 1 independent director on the board. The company's board is composed of: 1 independent director. 2 non-independent directors. Independent Non-Executive Director Anne-Marie Birkill was the last independent director to join the board, commencing their role in 2022. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.分析記事 • Oct 18PPK Group (ASX:PPK) Is Using Debt SafelyHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...お知らせ • Sep 28PPK Group Limited Announces Mr. Tony McDonald has Notifies that he will not be Standing for Re-election as DirectorPPK Group Limited announced that Mr. Tony McDonald has notified the Company that he will not be standing for re-election as a Director of the Company at the upcoming Annual General Meeting. Mr. McDonald will therefore retire as a Director of the Company and its subsidiaries effective at the end of the Annual General Meeting.お知らせ • Sep 27PPK Group Limited, Annual General Meeting, Nov 23, 2023PPK Group Limited, Annual General Meeting, Nov 23, 2023, at 11:00 E. Australia Standard Time.Reported Earnings • Aug 25Full year 2023 earnings released: AU$0.088 loss per share (vs AU$0.021 loss in FY 2022)Full year 2023 results: AU$0.088 loss per share (further deteriorated from AU$0.021 loss in FY 2022). Net loss: AU$7.82m (loss widened 308% from FY 2022). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 69 percentage points per year, which is a significant difference in performance.お知らせ • Jul 04PPK Group Limited announces promotion of Marc Fenton as Chief Executive OfficerPPK Group Limited announced the promotion of Mr. Marc Fenton to the position of Chief Executive Officer with immediate effect. Mr. Fenton originally joined the Company in January 2022 in the positions of Chief Information Officer and Chief Risk Officer, before being promoted to Chief Operating Officer in July 2022. Prior to joining the Company, Mr. Fenton held senior roles at Rio Tinto, Australian Agricultural Company and Deloitte Consulting. . Originally from Ireland, Mr. Fenton's career has seen him work in London, San Francisco, Montreal, Sydney and Brisbane. He has led and delivered material outcomes with teams and partners across multiple geographies. Mr. Fenton has been appointed to the position of Chief Executive Officer, commencing 1 July 2023.Recent Insider Transactions • Jun 23Executive Director recently bought AU$285k worth of stockOn the 21st of June, Glenn Molloy bought around 200k shares on-market at roughly AU$1.42 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger purchase worth AU$365k. Insiders have collectively bought AU$1.3m more in shares than they have sold in the last 12 months.お知らせ • May 23Ppk Group Limited Announces CFO ChangesPPK Group Limited announced that Mr. Ken Hostland has resigned from the position of Chief Financial Officer of PPK after an extended period of ill health. Mr. Hostland was appointed as CFO of PPK on 1 December 2017. Effective immediately, the Board has appointed Mrs. Sarah Price to the role of Chief Financial Officer of PPK. Mrs. Price joined PPK Group in March 2022 as the Group Financial Controller. Mrs. Price brings over 20 years of finance, risk and taxation experience having held senior roles in the technology, mining and engineering sectors. Mrs. Price holds a Bachelors of Business from Queensland University of Technology, is a Chartered Accountant and Affiliate of the Governance Institute of Australia.お知らせ • May 05PPK Group Limited completed the acquisition of 33% stake in PowerPlus Energy Pty Ltd.PPK Group Limited agreed to acquire 33% stake in PowerPlus Energy Pty Ltd for AUD 1.8 million on March 14, 2023. Consideration will be payable in cash. Consideration was financed through existing cash reserves and/or debt funding. At the same time, PPK will subscribe for newly issued shares in PowerPlus Energy, thereby taking its total shareholding to 51% and increase its interest further to 75% within two years. PPK Group will expects to use a portion of the proceeds from the sale of commercial property located in Arundel on April 28, 2023, to acquire a 51% shareholding in PowerPlus Energy and for general working capital purposes. For the year ending June 30, 2022, PowerPlus reported a net asset position of approximately AUD 6 million, revenues in excess of AUD 25 million and EBITDA in excess of AUD 2 million. Glenn Molloy and Ben Spincer will join the board of PowerPlus Energy. Bradley Paton, founder and Chief Executive Officer of PPE, will continue to be heavily involved with the day-to-day running of the business. Consideration will be subject to final due diligence by the Board. Transaction is expected to complete before the end of the financial year. As on April 28, 2023, PowerPlus Energy agreement is now unconditional, and the transaction is expected to complete on May 3, 2023. The acquisition is expected to be immediately revenue, EBITDA and earnings accretive to PPK for the 2023 financial year on a consolidated basis. PPK Group Limited completed the acquisition of 33% stake in PowerPlus Energy Pty Ltd on May 4, 2023.お知らせ • Jan 23PPK Group Limited Appoints Lieuwke De Jong as Commercial DirectorTo provide further executive depth in securing new revenue generating opportunities across nanomaterials businesses, PPK Group Limited has appointed Mr. Lieuwke de Jong to the role of Commercial Director, effective immediately. Mr. de Jong has over 20 years' relevant experience, including founding and growing new businesses and creating multiple `go to market' strategies. Mr. de Jong has particular experience in the medical and coatings industries where the use of nanomaterials is currently being evaluated. Mr. de Jong also holds a Masters of Business Innovation and Entrepreneurship in Life Sciences and Health. He will be responsible for business development and revenue growth, with a predominant focus on white graphene.お知らせ • Jan 09PPK Group Limited Appoints Philippe Chataigneau as Chief Commercial Officer (Americas)PPK Group Limited appointed Mr. Philippe Chataigneau to the role of Chief Commercial Officer (Americas), effective immediately. Mr. Chataigneau has over 20 years' relevant experience, including the successful commercialisation of nanomaterials and other technologies. Mr. Chataigneau will be responsible for business development and revenue growth in the Americas across PPK Group nanomaterial companies, with a predominant focus on boron nitride nanotubes. Mr. Chataigneau is based in Ontario, Canada and will report directly to the Chief Operating Officer of PPK.分析記事 • Sep 02Health Check: How Prudently Does PPK Group (ASX:PPK) Use Debt?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it might be obvious that you need to...お知らせ • Aug 30PPK Group Limited, Annual General Meeting, Nov 23, 2022PPK Group Limited, Annual General Meeting, Nov 23, 2022.お知らせ • Aug 22PPK Group Limited Announces Positive Test Results Received for White Graphene in GelcoatPPK Group Limited announced that following on from the positive test results announced in March 2022, its subsidiary White Graphene Limited (WGL) has received further highly encouraging results from its `polymer and resin coatings' research and development project following testing of white graphene as an additive to commercially available gelcoat. White graphene is currently manufactured by White Graphene Limited at its plant in Geelong, Victoria. The team has worked with the Institute of Frontier Materials (part of Deakin University) to research the effects of adding white graphene to two commercially available gelcoats. Gelcoat is an outer layer of a laminate commonly used to protect boats and wind turbine blades from the effects of corrosion and moisture. The addition of less than 1% by weight of white graphene was found to significantly improve many of the gelcoat properties including water, wear, and corrosion resistance, hardness and tensile strength. Furthermore, underwater friction was reduced by up to 50%. This is a critical finding that could lead to innovative new gelcoats for boat hulls that not only increase corrosion resistance but also improve the fuel efficiency by reduce drag in the water. These polymer enhancement and matrix reinforcement technologies further demonstrate the opportunity for significant and viable large scale industrial use of boron nitride nanomaterials in the manufacture of everyday products. WGL continues to undertake further research to investigate the extent to which white graphene coatings can be made impermeable to hydrogen, to improve the durability of hydrogen storage and transport systems.Valuation Update With 7 Day Price Move • Aug 22Investor sentiment deteriorated over the past weekAfter last week's 21% share price decline to AU$1.66, the stock trades at a trailing P/E ratio of 55.4x. Average trailing P/E is 33x in the Chemicals industry in Australia. Total loss to shareholders of 11% over the past three years.お知らせ • Jul 01PPK Group Limited Announces Management ChangesPPK Group Limited announced changes to its board and management structure. The company has appointed Mr. Marc Fenton to the position of Chief Operating Officer with immediate effect. Mr. Fenton originally joined the Company in January 2022 in the positions of Chief Information Officer and Chief Risk Officer. Since this time, Mr. Fenton has steadily expanded his involvement in the operations of the group companies. With Mr. Fenton expanding the breadth and scope of his executive role, Mr. Robin Levison will be stepping down from the executive aspects of his current role as Executive Chairman with immediate effect. Mr. Levison will continue as a non-executive Chairman of both the company and the recently demerged PPK Mining Equipment Group Limited. The company also announced that Ms. Anne-Marie Birkill has been appointed as an independent non-executive director of the Company, effective immediately. Ms. Birkill graduated with a Bachelors of Science (Hons) from Flinders University of South Australia and has received a Masters of Business Administration from the University of Queensland. Ms. Birkill is a director and co-founder (and previously a Managing Partner) of a venture capital company that specialises in investing in technology companies with global potential. Before this, she was the Chief Executive Officer of a technology incubator focusing on Queensland based companies. Ms. Birkill also has extensive experience commercialising university technology, as well as deep board and committee experience, including for an ASX listed entity.Recent Insider Transactions • Jun 26Insider recently bought AU$81k worth of stockOn the 20th of June, Graeme Webb bought around 40k shares on-market at roughly AU$2.02 per share. In the last 3 months, they made an even bigger purchase worth AU$581k. Insiders have collectively bought AU$1.0m more in shares than they have sold in the last 12 months.お知らせ • Jun 22PPK Group Limited Appoints Liam Fairhall as Joint Company SecretaryPPK Group Limited has appointed Mr. Liam Fairhall to the position of joint Company Secretary. Mr. Fairhall joined PPK Group Limited as Deputy General Counsel in March 2022. Prior to this, Mr. Fairhall was the Head of Legal and Company Secretary at a technology focussed bank. Before this, he was a Senior Associate in the Corporate Advisory Group of a large national law firm. Mr. Fairhall is admitted as a Solicitor of the Supreme Court of Queensland and holds a Bachelor of Law (Hons) from Queensland University of Technology. Mr. Fairhall specialises in all aspects of corporate law and governance with a focus on M&A, equity capital markets and regulatory matters. Mr. Will Shiel will continue in his current role as General Counsel and joint Company Secretary.Valuation Update With 7 Day Price Move • Jun 15Investor sentiment deteriorated over the past weekAfter last week's 21% share price decline to AU$2.24, the stock trades at a trailing P/E ratio of 75x. Average trailing P/E is 19x in the Machinery industry in Australia. Total loss to shareholders of 14% over the past three years.お知らせ • Jun 09PPK Group Limited Announces Directorate ChangesPPK Group Limited announced that Dale McNamara has resigned as a director, effective immediately. As outlined in the Notice of Meeting dated 29 April 2022, Mr. McNamara will continue as a director of the demerged PPK Mining Equipment Group Limited and its subsidiaries. Similarly, Mr. Molloy and Mr. McDonald have both resigned from PPK Mining Equipment Group Limited and its subsidiaries with effect from the demerger implementation date of 29 June 2022. They will both continue as directors of PPK Group Limited. For the purposes of continuity, Mr. Levison will continue as a director of both PPK Group Limited and PPK Mining Equipment Group Limited (and their respective subsidiaries).Recent Insider Transactions • Jun 05Insider recently bought AU$581k worth of stockOn the 1st of June, Graeme Webb bought around 200k shares on-market at roughly AU$2.91 per share. This was the largest purchase by an insider in the last 3 months. This was the only on-market transaction from insiders over the last 12 months.お知らせ • May 31PPK Group Limited Intends to Pay Special Dividend, Payable on 29 June 2022PPK Group Limited announced that it intends to pay a special dividend of $0.0281 per share, which will be fully satisfied by an in specie distribution of shares in PPK Mining Equipment Group Limited (PPKMEG) (an unlisted public company). The dividend would be paid along with a capital reduction of $0.1511 per share, if approved by shareholders at the extraordinary general meeting to be held later 31 May 2022. The record date for this special dividend is 6 June 2022. The payment date for this special dividend is 29 June 2022. Ex date is June 3, 2022.Board Change • Apr 27Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 2 experienced directors. 2 highly experienced directors. 1 independent director (3 non-independent directors). Independent Non-Executive Director Tony McDonald was the last independent director to join the board, commencing their role in 2017. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.お知らせ • Sep 24PPK Group Limited (ASX:PPK) acquired Mask Innovation Pty Ltd for AUD 1.5 million.PPK Group Limited (ASX:PPK) acquired Mask Innovation Pty Ltd for AUD 1.5 million on August 2021. Key members of the previous management team has been retained. In a related transaction, PPK Group partnered with Xefco Pty Ltd (Xefco) to form a new joint venture company, Survivon Ltd. PPK Group Limited (ASX:PPK) completed the acquisition of Mask Innovation Pty Ltd on August 2021.Executive Departure • Aug 03General Counsel & Group Company Secretary Patrick Rogers has left the companyOn the 26th of July, Patrick Rogers' tenure as General Counsel & Group Company Secretary ended after less than a year in the role. We don't have any record of a personal shareholding under Patrick's name. A total of 2 executives have left over the last 12 months.分析記事 • May 27Here's Why I Think PPK Group (ASX:PPK) Is An Interesting StockFor beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...Valuation Update With 7 Day Price Move • Mar 12Investor sentiment improved over the past weekAfter last week's 25% share price gain to AU$6.10, the stock is trading at a trailing P/E ratio of 78.4x, up from the previous P/E ratio of 62.7x. This compares to an average P/E of 13x in the Machinery industry in Australia. Total returns to shareholders over the past three years are 2,127%.Is New 90 Day High Low • Mar 03New 90-day low: AU$4.93The company is down 19% from its price of AU$6.06 on 03 December 2020. The Australian market is up 4.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Machinery industry, which is down 5.0% over the same period.Reported Earnings • Feb 20First half 2021 earnings released: AU$0.021 loss per share (vs AU$0.001 loss in 1H 2020)The company reported a poor first half result with increased losses, weaker revenues and weaker control over costs. First half 2021 results: Revenue: AU$17.9m (down 19% from 1H 2020). Net loss: AU$1.84m (loss widened AU$1.72m from 1H 2020). Over the last 3 years on average, earnings per share has increased by 89% per year but the company’s share price has increased by 192% per year, which means it is tracking significantly ahead of earnings growth.分析記事 • Feb 01With EPS Growth And More, PPK Group (ASX:PPK) Is InterestingLike a puppy chasing its tail, some new investors often chase 'the next big thing', even if that means buying 'story...分析記事 • Jan 03How Much Of PPK Group Limited (ASX:PPK) Do Insiders Own?Every investor in PPK Group Limited ( ASX:PPK ) should be aware of the most powerful shareholder groups. Generally...お知らせ • Nov 28An unknown buyer acquired 2.1% stake in PK Group Limited (ASX:PPK) from Robin Levison and Dale McNamara for AUD 10.1 million.An unknown buyer acquired 2.1% stake in PK Group Limited (ASX:PPK) from Robin Levison and Dale McNamara for AUD 10.1 million on November 27, 2020. Under the terms of the transaction, Robin Levison and Dale McNamara have sold a total of 1.845 million PPK shares (Levison will sell 0.345 million shares and McNamara will sell 1.5 million shares) at AUD 5.5 per share. An unknown buyer completed the acquisition of 2.1% stake in PK Group Limited (ASX:PPK) from Robin Levison and Dale McNamara on November 27, 2020.Valuation Update With 7 Day Price Move • Nov 10Market bids up stock over the past weekAfter last week's 21% share price gain to AU$5.95, the stock is trading at a trailing P/E ratio of 60.2x, up from the previous P/E ratio of 49.7x. This compares to an average P/E of 20x in the Machinery industry in Australia. Total returns to shareholders over the past three years are 3,955%.Is New 90 Day High Low • Nov 10New 90-day high: AU$5.95The company is up 98% from its price of AU$3.00 on 12 August 2020. The Australian market is up 4.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Machinery industry, which is up 35% over the same period.Valuation Update With 7 Day Price Move • Oct 27Market bids up stock over the past weekAfter last week's 18% share price gain to AU$5.70, the stock is trading at a trailing P/E ratio of 57.7x, up from the previous P/E ratio of 48.8x. This compares to an average P/E of 22x in the Machinery industry in Australia. Total returns to shareholders over the past three years are 3,137%.Valuation Update With 7 Day Price Move • Oct 16Market bids up stock over the past weekAfter last week's 17% share price gain to AU$4.59, the stock is trading at a trailing P/E ratio of 46.5x, up from the previous P/E ratio of 39.6x. This compares to an average P/E of 22x in the Machinery industry in Australia. Total returns to shareholders over the past three years are 2,370%.Is New 90 Day High Low • Oct 16New 90-day high: AU$4.59The company is up 41% from its price of AU$3.25 on 17 July 2020. The Australian market is up 5.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Machinery industry, which is up 38% over the same period.株主還元PPKAU ElectricalAU 市場7D-6.1%-1.5%0.08%1Y-13.9%107.8%3.1%株主還元を見る業界別リターン: PPK過去 1 年間で107.8 % の収益を上げたAustralian Electrical業界を下回りました。リターン対市場: PPKは、過去 1 年間で3.1 % のリターンを上げたAustralian市場を下回りました。価格変動Is PPK's price volatile compared to industry and market?PPK volatilityPPK Average Weekly Movement9.9%Electrical Industry Average Movement13.0%Market Average Movement10.5%10% most volatile stocks in AU Market17.5%10% least volatile stocks in AU Market4.3%安定した株価: PPK 、 Australian市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。時間の経過による変動: PPKの 週次ボラティリティ ( 10% ) は過去 1 年間安定しています。会社概要設立従業員CEO（最高経営責任者ウェブサイト1979n/an/awww.ppkgroup.com.auPPKグループ・リミテッドは子会社とともに、主にオーストラリアでナノマテリアル、人工知能、エネルギー・ソリューションを提供している。同社は、定置型蓄電市場向けのモジュラー型リン酸鉄リチウム電池やフルバッテリー蓄電システム、白色グラフェンの設計・製造を行っている。PPKグループ・リミテッドの前身はプラスパック・グループ・リミテッドで、2006年9月にPPKグループ・リミテッドに社名変更。同社は1979年に設立され、本社はオーストラリアのブリスベンにある。もっと見るPPK Group Limited 基礎のまとめPPK Group の収益と売上を時価総額と比較するとどうか。PPK 基礎統計学時価総額AU$28.07m収益（TTM）-AU$14.81m売上高(TTM)AU$28.00m1.0xP/Sレシオ-1.9xPER（株価収益率PPK は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計PPK 損益計算書（TTM）収益AU$28.00m売上原価AU$19.85m売上総利益AU$8.15mその他の費用AU$22.96m収益-AU$14.81m直近の収益報告Dec 31, 2025次回決算日該当なし一株当たり利益（EPS）-0.16グロス・マージン29.11%純利益率-52.90%有利子負債／自己資本比率10.8%PPK の長期的なパフォーマンスは？過去の実績と比較を見るView Valuation企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/23 19:54終値2026/05/22 00:00収益2025/12/31年間収益2025/06/30データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋PPK Group Limited 0 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。0
Reported Earnings • Mar 02First half 2026 earnings released: EPS: AU$0.058 (vs AU$0.12 loss in 1H 2025)First half 2026 results: EPS: AU$0.058 (up from AU$0.12 loss in 1H 2025). Revenue: AU$15.9m (up 30% from 1H 2025). Net income: AU$5.31m (up AU$15.9m from 1H 2025). Profit margin: 34% (up from net loss in 1H 2025). Over the last 3 years on average, earnings per share has fallen by 35% per year but the company’s share price has only fallen by 28% per year, which means it has not declined as severely as earnings.
お知らせ • Feb 05PPK Group Limited (ASX:PPK) acquired an additional 24.4% stake in PowerPlus Energy Pty Ltd.PPK Group Limited (ASX:PPK) acquired an additional 24.4% stake in PowerPlus Energy Pty Ltd on February 5, 2026. PPK Group Limited has acquired the 24.4% stake (14.7% on a fully diluted basis) from an entity connected to the founder and former Chief Executive Officer of PowerPlus Energy Pty Ltd. The share purchase forms part of a broader settlement to resolve several matters between various parties, ultimately resulting in a small net cash payment by PPK Group Limited. Following the acquisition, PPK Group Limited holds 75.4% stake in PowerPlus Energy Pty Ltd. PPK Group Limited (ASX:PPK) completed the acquisition of an additional 24.4% stake in PowerPlus Energy Pty Ltd on February 5, 2026.
分析記事 • Jan 19A Piece Of The Puzzle Missing From PPK Group Limited's (ASX:PPK) 25% Share Price ClimbPPK Group Limited ( ASX:PPK ) shares have had a really impressive month, gaining 25% after a shaky period beforehand...
分析記事 • Nov 28Is PPK Group (ASX:PPK) Using Too Much Debt?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
お知らせ • Sep 26PPK Group Limited, Annual General Meeting, Nov 26, 2025PPK Group Limited, Annual General Meeting, Nov 26, 2025.
分析記事 • Sep 18Positive Sentiment Still Eludes PPK Group Limited (ASX:PPK) Following 29% Share Price SlumpThe PPK Group Limited ( ASX:PPK ) share price has softened a substantial 29% over the previous 30 days, handing back...
Reported Earnings • Mar 02First half 2026 earnings released: EPS: AU$0.058 (vs AU$0.12 loss in 1H 2025)First half 2026 results: EPS: AU$0.058 (up from AU$0.12 loss in 1H 2025). Revenue: AU$15.9m (up 30% from 1H 2025). Net income: AU$5.31m (up AU$15.9m from 1H 2025). Profit margin: 34% (up from net loss in 1H 2025). Over the last 3 years on average, earnings per share has fallen by 35% per year but the company’s share price has only fallen by 28% per year, which means it has not declined as severely as earnings.
お知らせ • Feb 05PPK Group Limited (ASX:PPK) acquired an additional 24.4% stake in PowerPlus Energy Pty Ltd.PPK Group Limited (ASX:PPK) acquired an additional 24.4% stake in PowerPlus Energy Pty Ltd on February 5, 2026. PPK Group Limited has acquired the 24.4% stake (14.7% on a fully diluted basis) from an entity connected to the founder and former Chief Executive Officer of PowerPlus Energy Pty Ltd. The share purchase forms part of a broader settlement to resolve several matters between various parties, ultimately resulting in a small net cash payment by PPK Group Limited. Following the acquisition, PPK Group Limited holds 75.4% stake in PowerPlus Energy Pty Ltd. PPK Group Limited (ASX:PPK) completed the acquisition of an additional 24.4% stake in PowerPlus Energy Pty Ltd on February 5, 2026.
分析記事 • Jan 19A Piece Of The Puzzle Missing From PPK Group Limited's (ASX:PPK) 25% Share Price ClimbPPK Group Limited ( ASX:PPK ) shares have had a really impressive month, gaining 25% after a shaky period beforehand...
分析記事 • Nov 28Is PPK Group (ASX:PPK) Using Too Much Debt?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
お知らせ • Sep 26PPK Group Limited, Annual General Meeting, Nov 26, 2025PPK Group Limited, Annual General Meeting, Nov 26, 2025.
分析記事 • Sep 18Positive Sentiment Still Eludes PPK Group Limited (ASX:PPK) Following 29% Share Price SlumpThe PPK Group Limited ( ASX:PPK ) share price has softened a substantial 29% over the previous 30 days, handing back...
Reported Earnings • Sep 03Full year 2025 earnings released: AU$0.32 loss per share (vs AU$0.077 loss in FY 2024)Full year 2025 results: AU$0.32 loss per share (further deteriorated from AU$0.077 loss in FY 2024). Revenue: AU$24.3m (down 14% from FY 2024). Net loss: AU$28.8m (loss widened 323% from FY 2024). Over the last 3 years on average, earnings per share has fallen by 48% per year but the company’s share price has only fallen by 36% per year, which means it has not declined as severely as earnings.
New Risk • Jul 24New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Australian stocks, typically moving 13% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risks Less than 1 year of cash runway based on free cash flow trend (-AU$16m free cash flow). Earnings have declined by 54% per year over the past 5 years. Minor Risks Share price has been volatile over the past 3 months (13% average weekly change). Market cap is less than US$100m (AU$42.6m market cap, or US$28.2m).
お知らせ • Jul 11White Graphene Limited acquired BNNT Technology Limited from PPK Group Limited (ASX:PPK).White Graphene Limited acquired BNNT Technology Limited from PPK Group Limited (ASX:PPK) on July 10, 2025. The consideration consists of common equity of White Graphene Limited to be issued for common equity of BNNT Technology Limited. White Graphene Limited completed the acquisition of BNNT Technology Limited from PPK Group Limited (ASX:PPK) on July 10, 2025.
分析記事 • May 12PPK Group (ASX:PPK) Is Carrying A Fair Bit Of DebtThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
分析記事 • Dec 13Investors Don't See Light At End Of PPK Group Limited's (ASX:PPK) Tunnel And Push Stock Down 28%PPK Group Limited ( ASX:PPK ) shares have had a horrible month, losing 28% after a relatively good period beforehand...
分析記事 • Oct 29PPK Group Limited's (ASX:PPK) Shares Bounce 52% But Its Business Still Trails The IndustryPPK Group Limited ( ASX:PPK ) shareholders have had their patience rewarded with a 52% share price jump in the last...
お知らせ • Oct 16Transoft Solutions, Inc. acquired 30% stake in AMAG Holdings Australia Pty Ltd from PPK Group Limited (ASX:PPK) for AUD 2.7 million.Transoft Solutions, Inc. agreed to acquire 30% stake in AMAG Holdings Australia Pty Ltd from PPK Group Limited (ASX:PPK) for AUD 2.7 million on October 11, 2024. A cash consideration of AUD 1.5 million will be paid by Transoft Solutions, Inc, the bulk of which is expected to be used to pay out existing AMAG debt. Transoft Solutions, Inc. will pay an earnout payment of AUD 1.2 million cash. The transaction is subject to execution of employment agreement with a senior executive of AMAG, termination of the shareholders deed and the winding up of the employee share option plan Transoft Solutions, Inc. completed the acquisition of 30% stake in AMAG Holdings Australia Pty Ltd from PPK Group Limited (ASX:PPK) on October 16, 2024.
お知らせ • Oct 11Transoft Solutions, Inc. agreed to acquire 30% stake in AMAG Holdings Australia Pty Ltd from PPK Group Limited (ASX:PPK) for AUD 2.7 million.Transoft Solutions, Inc. agreed to acquire 30% stake in AMAG Holdings Australia Pty Ltd from PPK Group Limited (ASX:PPK) for AUD 2.7 million on October 11, 2024. A cash consideration of AUD 1.5 million will be paid by Transoft Solutions, Inc, the bulk of which is expected to be used to pay out existing AMAG debt. Transoft Solutions, Inc. will pay an earnout payment of AUD 1.2 million cash. The transaction is subject to execution of employment agreement with a senior executive of AMAG, termination of the shareholders deed and the winding up of the employee share option plan
お知らせ • Sep 30PPK Group Limited, Annual General Meeting, Nov 28, 2024PPK Group Limited, Annual General Meeting, Nov 28, 2024.
Reported Earnings • Aug 30Full year 2024 earnings released: AU$0.12 loss per share (vs AU$0.088 loss in FY 2023)Full year 2024 results: AU$0.12 loss per share (further deteriorated from AU$0.088 loss in FY 2023). Revenue: AU$28.2m (up 344% from FY 2023). Net loss: AU$10.7m (loss widened 38% from FY 2023).
分析記事 • Jul 05PPK Group Limited (ASX:PPK) Shares Fly 94% But Investors Aren't Buying For GrowthPPK Group Limited ( ASX:PPK ) shareholders would be excited to see that the share price has had a great month, posting...
New Risk • May 29New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Australian stocks, typically moving 13% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risks Less than 1 year of cash runway based on free cash flow trend (-AU$19m free cash flow). Earnings have declined by 59% per year over the past 5 years. Minor Risks Share price has been volatile over the past 3 months (13% average weekly change). Market cap is less than US$100m (AU$31.0m market cap, or US$20.6m).
お知らせ • Mar 20PPK Group Limited (ASX:PPK) announces an Equity Buyback.PPK Group Limited (ASX:PPK) announces a share repurchase program. Under the offer, the company will repurchase up its own shares. The shares will be repurchased from the shareholders who hold less than AUD 500 worth of shares. The shares will be repurchased at AUD 0.596 per share. The repurchased shares will be cancelled. The record date for the offer is March 15, 2024. The offer will be valid till May 8, 2024.
分析記事 • Mar 05Why Investors Shouldn't Be Surprised By PPK Group Limited's (ASX:PPK) 31% Share Price PlungeUnfortunately for some shareholders, the PPK Group Limited ( ASX:PPK ) share price has dived 31% in the last thirty...
New Risk • Feb 24New major risk - Financial positionThe company has less than a year of cash runway based on its current free cash flow trend. Free cash flow: -AU$19m This is considered a major risk. With less than a year's worth of cash, the company will need to raise capital or take on debt unless its cash flows improve. This would dilute existing shareholders or increase balance sheet risk. Currently, the following risks have been identified for the company: Major Risks Less than 1 year of cash runway based on free cash flow trend (-AU$19m free cash flow). Earnings have declined by 59% per year over the past 5 years. Minor Risk Market cap is less than US$100m (AU$60.1m market cap, or US$39.4m).
Board Change • Dec 30Less than half of directors are independentFollowing the recent departure of a director, there is only 1 independent director on the board. The company's board is composed of: 1 independent director. 2 non-independent directors. Independent Non-Executive Director Anne-Marie Birkill was the last independent director to join the board, commencing their role in 2022. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
分析記事 • Oct 18PPK Group (ASX:PPK) Is Using Debt SafelyHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
お知らせ • Sep 28PPK Group Limited Announces Mr. Tony McDonald has Notifies that he will not be Standing for Re-election as DirectorPPK Group Limited announced that Mr. Tony McDonald has notified the Company that he will not be standing for re-election as a Director of the Company at the upcoming Annual General Meeting. Mr. McDonald will therefore retire as a Director of the Company and its subsidiaries effective at the end of the Annual General Meeting.
お知らせ • Sep 27PPK Group Limited, Annual General Meeting, Nov 23, 2023PPK Group Limited, Annual General Meeting, Nov 23, 2023, at 11:00 E. Australia Standard Time.
Reported Earnings • Aug 25Full year 2023 earnings released: AU$0.088 loss per share (vs AU$0.021 loss in FY 2022)Full year 2023 results: AU$0.088 loss per share (further deteriorated from AU$0.021 loss in FY 2022). Net loss: AU$7.82m (loss widened 308% from FY 2022). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 69 percentage points per year, which is a significant difference in performance.
お知らせ • Jul 04PPK Group Limited announces promotion of Marc Fenton as Chief Executive OfficerPPK Group Limited announced the promotion of Mr. Marc Fenton to the position of Chief Executive Officer with immediate effect. Mr. Fenton originally joined the Company in January 2022 in the positions of Chief Information Officer and Chief Risk Officer, before being promoted to Chief Operating Officer in July 2022. Prior to joining the Company, Mr. Fenton held senior roles at Rio Tinto, Australian Agricultural Company and Deloitte Consulting. . Originally from Ireland, Mr. Fenton's career has seen him work in London, San Francisco, Montreal, Sydney and Brisbane. He has led and delivered material outcomes with teams and partners across multiple geographies. Mr. Fenton has been appointed to the position of Chief Executive Officer, commencing 1 July 2023.
Recent Insider Transactions • Jun 23Executive Director recently bought AU$285k worth of stockOn the 21st of June, Glenn Molloy bought around 200k shares on-market at roughly AU$1.42 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger purchase worth AU$365k. Insiders have collectively bought AU$1.3m more in shares than they have sold in the last 12 months.
お知らせ • May 23Ppk Group Limited Announces CFO ChangesPPK Group Limited announced that Mr. Ken Hostland has resigned from the position of Chief Financial Officer of PPK after an extended period of ill health. Mr. Hostland was appointed as CFO of PPK on 1 December 2017. Effective immediately, the Board has appointed Mrs. Sarah Price to the role of Chief Financial Officer of PPK. Mrs. Price joined PPK Group in March 2022 as the Group Financial Controller. Mrs. Price brings over 20 years of finance, risk and taxation experience having held senior roles in the technology, mining and engineering sectors. Mrs. Price holds a Bachelors of Business from Queensland University of Technology, is a Chartered Accountant and Affiliate of the Governance Institute of Australia.
お知らせ • May 05PPK Group Limited completed the acquisition of 33% stake in PowerPlus Energy Pty Ltd.PPK Group Limited agreed to acquire 33% stake in PowerPlus Energy Pty Ltd for AUD 1.8 million on March 14, 2023. Consideration will be payable in cash. Consideration was financed through existing cash reserves and/or debt funding. At the same time, PPK will subscribe for newly issued shares in PowerPlus Energy, thereby taking its total shareholding to 51% and increase its interest further to 75% within two years. PPK Group will expects to use a portion of the proceeds from the sale of commercial property located in Arundel on April 28, 2023, to acquire a 51% shareholding in PowerPlus Energy and for general working capital purposes. For the year ending June 30, 2022, PowerPlus reported a net asset position of approximately AUD 6 million, revenues in excess of AUD 25 million and EBITDA in excess of AUD 2 million. Glenn Molloy and Ben Spincer will join the board of PowerPlus Energy. Bradley Paton, founder and Chief Executive Officer of PPE, will continue to be heavily involved with the day-to-day running of the business. Consideration will be subject to final due diligence by the Board. Transaction is expected to complete before the end of the financial year. As on April 28, 2023, PowerPlus Energy agreement is now unconditional, and the transaction is expected to complete on May 3, 2023. The acquisition is expected to be immediately revenue, EBITDA and earnings accretive to PPK for the 2023 financial year on a consolidated basis. PPK Group Limited completed the acquisition of 33% stake in PowerPlus Energy Pty Ltd on May 4, 2023.
お知らせ • Jan 23PPK Group Limited Appoints Lieuwke De Jong as Commercial DirectorTo provide further executive depth in securing new revenue generating opportunities across nanomaterials businesses, PPK Group Limited has appointed Mr. Lieuwke de Jong to the role of Commercial Director, effective immediately. Mr. de Jong has over 20 years' relevant experience, including founding and growing new businesses and creating multiple `go to market' strategies. Mr. de Jong has particular experience in the medical and coatings industries where the use of nanomaterials is currently being evaluated. Mr. de Jong also holds a Masters of Business Innovation and Entrepreneurship in Life Sciences and Health. He will be responsible for business development and revenue growth, with a predominant focus on white graphene.
お知らせ • Jan 09PPK Group Limited Appoints Philippe Chataigneau as Chief Commercial Officer (Americas)PPK Group Limited appointed Mr. Philippe Chataigneau to the role of Chief Commercial Officer (Americas), effective immediately. Mr. Chataigneau has over 20 years' relevant experience, including the successful commercialisation of nanomaterials and other technologies. Mr. Chataigneau will be responsible for business development and revenue growth in the Americas across PPK Group nanomaterial companies, with a predominant focus on boron nitride nanotubes. Mr. Chataigneau is based in Ontario, Canada and will report directly to the Chief Operating Officer of PPK.
分析記事 • Sep 02Health Check: How Prudently Does PPK Group (ASX:PPK) Use Debt?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it might be obvious that you need to...
お知らせ • Aug 30PPK Group Limited, Annual General Meeting, Nov 23, 2022PPK Group Limited, Annual General Meeting, Nov 23, 2022.
お知らせ • Aug 22PPK Group Limited Announces Positive Test Results Received for White Graphene in GelcoatPPK Group Limited announced that following on from the positive test results announced in March 2022, its subsidiary White Graphene Limited (WGL) has received further highly encouraging results from its `polymer and resin coatings' research and development project following testing of white graphene as an additive to commercially available gelcoat. White graphene is currently manufactured by White Graphene Limited at its plant in Geelong, Victoria. The team has worked with the Institute of Frontier Materials (part of Deakin University) to research the effects of adding white graphene to two commercially available gelcoats. Gelcoat is an outer layer of a laminate commonly used to protect boats and wind turbine blades from the effects of corrosion and moisture. The addition of less than 1% by weight of white graphene was found to significantly improve many of the gelcoat properties including water, wear, and corrosion resistance, hardness and tensile strength. Furthermore, underwater friction was reduced by up to 50%. This is a critical finding that could lead to innovative new gelcoats for boat hulls that not only increase corrosion resistance but also improve the fuel efficiency by reduce drag in the water. These polymer enhancement and matrix reinforcement technologies further demonstrate the opportunity for significant and viable large scale industrial use of boron nitride nanomaterials in the manufacture of everyday products. WGL continues to undertake further research to investigate the extent to which white graphene coatings can be made impermeable to hydrogen, to improve the durability of hydrogen storage and transport systems.
Valuation Update With 7 Day Price Move • Aug 22Investor sentiment deteriorated over the past weekAfter last week's 21% share price decline to AU$1.66, the stock trades at a trailing P/E ratio of 55.4x. Average trailing P/E is 33x in the Chemicals industry in Australia. Total loss to shareholders of 11% over the past three years.
お知らせ • Jul 01PPK Group Limited Announces Management ChangesPPK Group Limited announced changes to its board and management structure. The company has appointed Mr. Marc Fenton to the position of Chief Operating Officer with immediate effect. Mr. Fenton originally joined the Company in January 2022 in the positions of Chief Information Officer and Chief Risk Officer. Since this time, Mr. Fenton has steadily expanded his involvement in the operations of the group companies. With Mr. Fenton expanding the breadth and scope of his executive role, Mr. Robin Levison will be stepping down from the executive aspects of his current role as Executive Chairman with immediate effect. Mr. Levison will continue as a non-executive Chairman of both the company and the recently demerged PPK Mining Equipment Group Limited. The company also announced that Ms. Anne-Marie Birkill has been appointed as an independent non-executive director of the Company, effective immediately. Ms. Birkill graduated with a Bachelors of Science (Hons) from Flinders University of South Australia and has received a Masters of Business Administration from the University of Queensland. Ms. Birkill is a director and co-founder (and previously a Managing Partner) of a venture capital company that specialises in investing in technology companies with global potential. Before this, she was the Chief Executive Officer of a technology incubator focusing on Queensland based companies. Ms. Birkill also has extensive experience commercialising university technology, as well as deep board and committee experience, including for an ASX listed entity.
Recent Insider Transactions • Jun 26Insider recently bought AU$81k worth of stockOn the 20th of June, Graeme Webb bought around 40k shares on-market at roughly AU$2.02 per share. In the last 3 months, they made an even bigger purchase worth AU$581k. Insiders have collectively bought AU$1.0m more in shares than they have sold in the last 12 months.
お知らせ • Jun 22PPK Group Limited Appoints Liam Fairhall as Joint Company SecretaryPPK Group Limited has appointed Mr. Liam Fairhall to the position of joint Company Secretary. Mr. Fairhall joined PPK Group Limited as Deputy General Counsel in March 2022. Prior to this, Mr. Fairhall was the Head of Legal and Company Secretary at a technology focussed bank. Before this, he was a Senior Associate in the Corporate Advisory Group of a large national law firm. Mr. Fairhall is admitted as a Solicitor of the Supreme Court of Queensland and holds a Bachelor of Law (Hons) from Queensland University of Technology. Mr. Fairhall specialises in all aspects of corporate law and governance with a focus on M&A, equity capital markets and regulatory matters. Mr. Will Shiel will continue in his current role as General Counsel and joint Company Secretary.
Valuation Update With 7 Day Price Move • Jun 15Investor sentiment deteriorated over the past weekAfter last week's 21% share price decline to AU$2.24, the stock trades at a trailing P/E ratio of 75x. Average trailing P/E is 19x in the Machinery industry in Australia. Total loss to shareholders of 14% over the past three years.
お知らせ • Jun 09PPK Group Limited Announces Directorate ChangesPPK Group Limited announced that Dale McNamara has resigned as a director, effective immediately. As outlined in the Notice of Meeting dated 29 April 2022, Mr. McNamara will continue as a director of the demerged PPK Mining Equipment Group Limited and its subsidiaries. Similarly, Mr. Molloy and Mr. McDonald have both resigned from PPK Mining Equipment Group Limited and its subsidiaries with effect from the demerger implementation date of 29 June 2022. They will both continue as directors of PPK Group Limited. For the purposes of continuity, Mr. Levison will continue as a director of both PPK Group Limited and PPK Mining Equipment Group Limited (and their respective subsidiaries).
Recent Insider Transactions • Jun 05Insider recently bought AU$581k worth of stockOn the 1st of June, Graeme Webb bought around 200k shares on-market at roughly AU$2.91 per share. This was the largest purchase by an insider in the last 3 months. This was the only on-market transaction from insiders over the last 12 months.
お知らせ • May 31PPK Group Limited Intends to Pay Special Dividend, Payable on 29 June 2022PPK Group Limited announced that it intends to pay a special dividend of $0.0281 per share, which will be fully satisfied by an in specie distribution of shares in PPK Mining Equipment Group Limited (PPKMEG) (an unlisted public company). The dividend would be paid along with a capital reduction of $0.1511 per share, if approved by shareholders at the extraordinary general meeting to be held later 31 May 2022. The record date for this special dividend is 6 June 2022. The payment date for this special dividend is 29 June 2022. Ex date is June 3, 2022.
Board Change • Apr 27Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 2 experienced directors. 2 highly experienced directors. 1 independent director (3 non-independent directors). Independent Non-Executive Director Tony McDonald was the last independent director to join the board, commencing their role in 2017. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
お知らせ • Sep 24PPK Group Limited (ASX:PPK) acquired Mask Innovation Pty Ltd for AUD 1.5 million.PPK Group Limited (ASX:PPK) acquired Mask Innovation Pty Ltd for AUD 1.5 million on August 2021. Key members of the previous management team has been retained. In a related transaction, PPK Group partnered with Xefco Pty Ltd (Xefco) to form a new joint venture company, Survivon Ltd. PPK Group Limited (ASX:PPK) completed the acquisition of Mask Innovation Pty Ltd on August 2021.
Executive Departure • Aug 03General Counsel & Group Company Secretary Patrick Rogers has left the companyOn the 26th of July, Patrick Rogers' tenure as General Counsel & Group Company Secretary ended after less than a year in the role. We don't have any record of a personal shareholding under Patrick's name. A total of 2 executives have left over the last 12 months.
分析記事 • May 27Here's Why I Think PPK Group (ASX:PPK) Is An Interesting StockFor beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...
Valuation Update With 7 Day Price Move • Mar 12Investor sentiment improved over the past weekAfter last week's 25% share price gain to AU$6.10, the stock is trading at a trailing P/E ratio of 78.4x, up from the previous P/E ratio of 62.7x. This compares to an average P/E of 13x in the Machinery industry in Australia. Total returns to shareholders over the past three years are 2,127%.
Is New 90 Day High Low • Mar 03New 90-day low: AU$4.93The company is down 19% from its price of AU$6.06 on 03 December 2020. The Australian market is up 4.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Machinery industry, which is down 5.0% over the same period.
Reported Earnings • Feb 20First half 2021 earnings released: AU$0.021 loss per share (vs AU$0.001 loss in 1H 2020)The company reported a poor first half result with increased losses, weaker revenues and weaker control over costs. First half 2021 results: Revenue: AU$17.9m (down 19% from 1H 2020). Net loss: AU$1.84m (loss widened AU$1.72m from 1H 2020). Over the last 3 years on average, earnings per share has increased by 89% per year but the company’s share price has increased by 192% per year, which means it is tracking significantly ahead of earnings growth.
分析記事 • Feb 01With EPS Growth And More, PPK Group (ASX:PPK) Is InterestingLike a puppy chasing its tail, some new investors often chase 'the next big thing', even if that means buying 'story...
分析記事 • Jan 03How Much Of PPK Group Limited (ASX:PPK) Do Insiders Own?Every investor in PPK Group Limited ( ASX:PPK ) should be aware of the most powerful shareholder groups. Generally...
お知らせ • Nov 28An unknown buyer acquired 2.1% stake in PK Group Limited (ASX:PPK) from Robin Levison and Dale McNamara for AUD 10.1 million.An unknown buyer acquired 2.1% stake in PK Group Limited (ASX:PPK) from Robin Levison and Dale McNamara for AUD 10.1 million on November 27, 2020. Under the terms of the transaction, Robin Levison and Dale McNamara have sold a total of 1.845 million PPK shares (Levison will sell 0.345 million shares and McNamara will sell 1.5 million shares) at AUD 5.5 per share. An unknown buyer completed the acquisition of 2.1% stake in PK Group Limited (ASX:PPK) from Robin Levison and Dale McNamara on November 27, 2020.
Valuation Update With 7 Day Price Move • Nov 10Market bids up stock over the past weekAfter last week's 21% share price gain to AU$5.95, the stock is trading at a trailing P/E ratio of 60.2x, up from the previous P/E ratio of 49.7x. This compares to an average P/E of 20x in the Machinery industry in Australia. Total returns to shareholders over the past three years are 3,955%.
Is New 90 Day High Low • Nov 10New 90-day high: AU$5.95The company is up 98% from its price of AU$3.00 on 12 August 2020. The Australian market is up 4.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Machinery industry, which is up 35% over the same period.
Valuation Update With 7 Day Price Move • Oct 27Market bids up stock over the past weekAfter last week's 18% share price gain to AU$5.70, the stock is trading at a trailing P/E ratio of 57.7x, up from the previous P/E ratio of 48.8x. This compares to an average P/E of 22x in the Machinery industry in Australia. Total returns to shareholders over the past three years are 3,137%.
Valuation Update With 7 Day Price Move • Oct 16Market bids up stock over the past weekAfter last week's 17% share price gain to AU$4.59, the stock is trading at a trailing P/E ratio of 46.5x, up from the previous P/E ratio of 39.6x. This compares to an average P/E of 22x in the Machinery industry in Australia. Total returns to shareholders over the past three years are 2,370%.
Is New 90 Day High Low • Oct 16New 90-day high: AU$4.59The company is up 41% from its price of AU$3.25 on 17 July 2020. The Australian market is up 5.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Machinery industry, which is up 38% over the same period.
