PPK GROUP LIMITED — Investor Presentation 2013

Nov 25, 2013

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PPK GROUP LIMITED ABN: 65 003 964 181

LEVEL 31, AUSTRALIA SQUARE, 264-278 GEORGE STREET, SYDNEY NSW 2000 PO BOX H18, AUSTRALIA SQUARE NSW 1215 TEL: +61 2 9241 7372

Welcome

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• Executive Chairman role

• Previous experience

• Understanding of Mining Services Industry

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PPK Current Position

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• Property portfolio

• Mining services - Rambor roof-bolting

• Investments and fixed interest investments

• Over time move to more mining services denominated revenue sources

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Mining Services Universe

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• Large out of favor sector

 Currently unpopular and inefficiently priced  Privately held companies often mis-priced  No auction process  Allows time to get set

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Underground Coal Mining Environment

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 Becoming more concentrated by ownership  Increasing in volume as open cut resources dwindle

• Can be more cost effective than open cut

• Dominant form of Australian, Chinese, Russian and South African coal mining

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PPK focus is to acquire companies or assets that bring:

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 Improved productivity

 Improved safety  Improved automation  Improved technology to the mining sector

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Balance Sheet Strength

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• Net assets of $30.45m

• Cash generation is strong

• Loans due for repayment and investments maturing in the near term

• Property sales will realise cash over time

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PPK Group will:

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• Have a change of name to be approved by Shareholders

• Become an active manager

• Have conviction in the mining services sector

• Create an experienced transaction team

• Stick with what we know

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