Reported Earnings • Mar 02
First 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. Announcement • Feb 05
PPK 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. Announcement • Sep 26
PPK Group Limited, Annual General Meeting, Nov 26, 2025 PPK Group Limited, Annual General Meeting, Nov 26, 2025. Reported Earnings • Sep 03
Full 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 24
New minor risk - Share price stability The 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). Announcement • Jul 11
White 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. Announcement • Oct 16
Transoft 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. Announcement • Oct 11
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. 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 Announcement • Sep 30
PPK Group Limited, Annual General Meeting, Nov 28, 2024 PPK Group Limited, Annual General Meeting, Nov 28, 2024. Reported Earnings • Aug 30
Full 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). New Risk • May 29
New minor risk - Share price stability The 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). Announcement • Mar 20
PPK 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. New Risk • Feb 24
New major risk - Financial position The 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 30
Less than half of directors are independent Following 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. Announcement • Sep 28
PPK Group Limited Announces Mr. Tony McDonald has Notifies that he will not be Standing for Re-election as Director PPK 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. Announcement • Sep 27
PPK Group Limited, Annual General Meeting, Nov 23, 2023 PPK Group Limited, Annual General Meeting, Nov 23, 2023, at 11:00 E. Australia Standard Time. Reported Earnings • Aug 25
Full 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. Announcement • Jul 04
PPK Group Limited announces promotion of Marc Fenton as Chief Executive Officer PPK 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 23
Executive Director recently bought AU$285k worth of stock On 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. Announcement • May 23
Ppk Group Limited Announces CFO Changes PPK 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. Announcement • May 05
PPK 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. Announcement • Jan 23
PPK Group Limited Appoints Lieuwke De Jong as Commercial Director To 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. Announcement • Jan 09
PPK 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. Announcement • Aug 30
PPK Group Limited, Annual General Meeting, Nov 23, 2022 PPK Group Limited, Annual General Meeting, Nov 23, 2022. Announcement • Aug 22
PPK Group Limited Announces Positive Test Results Received for White Graphene in Gelcoat PPK 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 22
Investor sentiment deteriorated over the past week After 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. Announcement • Jul 01
PPK Group Limited Announces Management Changes PPK 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 26
Insider recently bought AU$81k worth of stock On 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. Announcement • Jun 22
PPK Group Limited Appoints Liam Fairhall as Joint Company Secretary PPK 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 15
Investor sentiment deteriorated over the past week After 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. Announcement • Jun 09
PPK Group Limited Announces Directorate Changes PPK 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 05
Insider recently bought AU$581k worth of stock On 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. Announcement • May 31
PPK Group Limited Intends to Pay Special Dividend, Payable on 29 June 2022 PPK 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 27
Less than half of directors are independent No 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. Announcement • Sep 24
PPK 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 03
General Counsel & Group Company Secretary Patrick Rogers has left the company On 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. Valuation Update With 7 Day Price Move • Mar 12
Investor sentiment improved over the past week After 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 03
New 90-day low: AU$4.93 The 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 20
First 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. Announcement • Nov 28
An 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 10
Market bids up stock over the past week After 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 10
New 90-day high: AU$5.95 The 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 27
Market bids up stock over the past week After 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 16
Market bids up stock over the past week After 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 16
New 90-day high: AU$4.59 The 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.