PPK GROUP LIMITED — AGM Information 2023

Nov 22, 2023

ASX ANNOUNCEMENT

FOR IMMEDIATE RELEASE TO THE MARKET

PPK Group Limited – ASX Code: PPK

Thursday 23 November 2023

Chief Executive Officer's Presentation

PPK Group Limited (ASX Code: PPK) is pleased to provide the following CEO Presentation which will be presented at the Company's Annual General Meeting today:

This announcement has been made and authorised by the PPK Group Board

For further information contact:

Robin Levison Chairman of PPK Group Limited On 07 3054 4500

PPK GROUP LIMITED

ABN: 65 003 964 181

Level 13, 120 Edward St, Brisbane QLD 4000 GPO Box 754, Brisbane Qld 4001 Tel: +61 7 3054 4500 Fax: +61 7 3054 4599

PPK Group Limited (ASX: PPK) ANNUAL GENERAL MEETING

Thursday, 23 November 2023

Introducing the PPK board

Robin Levison Non-Executive Chairman

Glenn Molloy Executive Director

Anne-Marie Birkill Non-Executive Director

Anthony McDonald Non-Executive Director

2

CHAIRMAN'S ADDRESS

Thursday, 23 November 2023

CHAIRMAN'S ADDRESS

• Energy Solutions Growth Stage Investment with PowerPlus Energy acquisition
• New leadership team
• Ongoing focus on shareholder communication

PRESENTATION BY THE CHIEF EXECUTIVE OFFICER

Thursday, 23 November 2023

WE INVEST CAPITAL AND EXPERTISE IN HIGH POTENTIAL SCIENCE AND TECHNOLOGY OPPORTUNITIES WITH A CURRENT FOCUS ON NANOMATERIALS, ARTIFICIAL INTELLIGENCE, AND ENERGY SOLUTIONS

VALIDATION			GROWTH	EXPANSION
NANOMATERIALS		ENERGYSTORAGE	ARTIFICIALINTELLIGENCE	DEFENCE & LAWENFORCEMENT	ENERGYSTORAGE
BNNT Technology(BNNTTL) is at thecutting edge ofcommercialising boronnitride nanotubes(BNNT) and creatingmarkets for thetechnology	White GrapheneLimited is developingand manufacturingWhite Graphene whichis a nanomaterial withsignificant commercialpotential in multipleproduct applications	ASX-listed batterytechnology companyseeking to commercialisepatented lithium sulfurbattery technology	AMAG has developed videoanalytics technology thatchanges the paradigm ofcurrent traffic safetymanagement practice	CIB is a leading Australianmanufacturer of ballisticprotection solutions whichprovide both personalprotection and platformprotection to military aircraft,vessels, and vehicles	PowerPlus Energy suppliesAustralian manufacturedmodular battery storagesolutions utilising lithium ferrophosphate cell technology

* Timing and volume dependent upon requirements, validate results, and customer go to market approach and are subject to change.

NANOMATERIAL PRIORITIES

• Transitioning from research to scale up manufacturing and commercial application development
• R&D remains important given Validation needs
• Reduced BNNT price as manufacturing efficiency improves
• Expanding distributor and partner relationships
• Installation and commissioning of first scale-up White Graphene manufacturing plant
• Progressing Product registration
• Deliver application Validation outcomes
• Gold market opportunity

With AMAG - Focus on conflicts (proactive)

Without AMAG - Focus on crashes (reactive)

PIONEERING THE USE OF AI TO IMPROVE ROAD SAFETY

• Global demand driven by Vision Zero (No more traffic deaths)
• Strong growth to > 20 customers
• Solid FY24 pipeline ($29m+ unweighted)
• Focus on building geographic partnerships following the Stinson Canadian model
• Increasing the average deal size and duration
• Diversify customer base across multiple sectors and industries, i.e. mining, transport
• Smart50 Innovation Award for 2023

VIDEO ANALYTICS TO ASSESS ELECTRIC SCOOTER HELMET USAGE

• Paid project for transport department for public versus private scooter use and helmet wearing
• Input to future policy on changing mobility landscape

Li-S foundation agreements

Production scale-up strategy

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Hear from The LiS panel

The newest advisory panel members share their thoughts on the technology, scale-up and the future opportunities for the batteries.

OBE

BUILDING MOMENTUM

• On-grid LiFe 4838P battery with Clean Energy Council Certification
• Increase revenue across key market sectors
• Continued factory optimisation
• Growing the Battery Energy
  • Storage System opportunity
• Solid increase in FY24 revenue to

date

• Partnerships
• Target

markets

Modular architecture Strong online presence

AGILE. INNOVATIVE.PROVEN.

• New market leading in house capabilities
• Deliver on strong contracted order book (already ~60% of last FY)
• Autoclave usage
• Installation and commissioning of new

hydraulic press

LAND/SEA – Transparent and composite armour

Law enforcement end users

AIR - Composite floor and wall protection PERSONAL - Body armour protection elements, pelvic protection and training inserts

IMPROVED STAKEHOLDER ENGAGEMENT