Carbonxt Group Ltd. · ASX:CG1
Carbonxt — Ignite Investment Summit Hong Kong 2025
21 slides from Carbonxt's conference presentation, Mar 27, 2025
Slide 1: Carbonxt at the Ignite Investment Summit (ASX Release)
ASX RELEASE 27 MARCH 2025 Carbonxt (CG1) Managing Director Warren Murphy at the Ignite Investment Summit, 26-27 March 2025 Hong Kong United States focused Cleantech company Carbonxt Group Ltd (ASX:CG1) (Carbonxt or the Company) is pleased to announce that our Managing Director, Warren Murphy, will b
Slide 2: Pioneering a Greener Planet with Cutting-Edge Clean Tech
For personal use only Advanced Activated Carbon Products Pioneering a Greener Planet with Cutting- Edge Clean Tech Ignite Investment Summit Hong Kong ASX:CG1 March 2025
Slide 3: Disclaimer
Disclaimer This presentation has been prepared by Carbonxt Group Limited ACN 097 247 464 (“Carbonxt”). Summary information For personal use only This Presentation prepared by Carbonxt, contains summary information about Carbonxt and its associated entities and their activities current as at the date
Slide 4: Company Overview
Company Overview Carbonxt (ASX:CG1) is a cleantech company specialising in Activated Carbon solutions to capture industrial pollutants. It produces Powdered, Pelletized and Granular Activated Carbon for industrial air For personal use only purification, wastewater treatment, and other liquid and gas
Slide 5: Carbonxt at a Glance
Carbonxt at a Glance Carbonxt is working to address the need for clean air and water with sustainable solutions For personal use only that protect homes, communities and the environment. Advanced Unique, Three Cutting-edge Environmental Strategic Entry into the solutions for engineered production re
Slide 6: Expanding and Scaling for Growth & Impact
Expanding and Scaling for Growth & Impact • Kentucky plant mechanically completed: Now being Arden Hills Pelletization Plant – Minnesota commissioned to meet For personal use only Pelletized wood and lignite carbons for use in mercury removal and tolling arrangements (NAQ-ACP, CTC-ACP) growing marke
Slide 7: What is Activated Carbon?
What is Activated Carbon? Activated Carbon is a porous material that removes contaminants from For personal use only air and liquids through adsorption. Made from sources like wood chips and coal, it is used for: • Water filtration for clean drinking water Powdered Activated Carbon • Air and gas pur
Slide 8: Current USA Market plus annual cost to remove PFAS
Current USA Market plus annual cost to remove Addressable Market US$bn PFSA from drinking & waste water Carbonxt is well positioned 3.5 For personal use only 3 • Market Opportunity: Carbonxt targets a US market worth 2.5 $903M1 with its air and liquid phase specialisations. 2 • Kentucky Facility Exp
Slide 9: Carbonxt Key Differentiators
Carbonxt Key Differentiators Carbonxt’s low carbon footprint and its R&D technical team are a competitive advantage, For personal use only enabling the Company to produce high-quality activated carbon products at lower costs. Lowest CO2 footprint amongst its US-based Non-Bromine Bespoke Market-Leadi
Slide 10: Expanding Production to Meet Growing Demand
Expanding Production to Meet Growing Demand For personal use only Current & New Current vs Expansion Our Expansion Plans (tons per annum) Production (tons per annum) Minnesota (Black Birch) 10,000 43,500 Nearly 200% growth in Production Kentucky (Inez) capacity from 10,000 10,000 Current Production
Slide 11: Successful Mechanical Completion of Kentucky Plant
Successful Mechanical Completion of Kentucky Plant The Kentucky business was established to produce a premium product and facilitate entry For personal use only into the liquid-phase market, which is 2x the size of the air-phase market. • Mechanical completion achieved; commissioning to full operati
Slide 12: Kentucky – A premium product
Kentucky – A premium product Leveraging top-tier raw materials, early product testing validates our offering as a market For personal use only leader. The data below highlights our superior performance, outshining key competitors across multiple markets. Taste & Odor - Geosmin Removal Forever Chemic
Slide 13: Activated Carbon: Pricing
Activated Carbon: Pricing Public Bid Results: Municipal Water Treatment For personal use only Average Price GAC Bids (US$ per lb) Granular AC Pricing (US$ per lb) $4.50 All Bids Lowest Bids • The charts display GAC pricing $3.00 data from publicly available $4.00 pricing tenders. $2.57 $3.50 $2.50 •
Slide 14: Carbonxt: A high-growth opportunity in Cleantech solutions
Carbonxt: A high-growth opportunity in Cleantech solutions Kentucky Plant Commissioning: Immediate focus on full-scale operational launch, new For personal use only coal processing plant nearing completion and finalising high-temperature heating circuits. Kentucky Plant strengthens Carbonxt’s liquid
Slide 15: Carbonxt's modest valuation presents an attractive investment opportunity
Carbonxt’s modest valuation presents an attractive investment opportunity Carbonxt stands out as a nimble, small-scale contender in a market dominated by large, diversified corporations For personal use only and supported by mid-sized specialists. Its modest valuation offers a compelling opportunity
Slide 16: Appendices
For personal use only Appendices
Slide 17: Stricter PFAS Drinking Water Standards Provide Opportunities
Stricter PFAS Drinking Water Standards Provide Opportunities Ensuring Safe Drinking Water Through Stricter PFAS Limits: Announced in April 2024, For personal use only requiring monitoring by 2027 andPFAS contamination in the U.S. (November 20, 2024): Drinking Water Above Proposed Limit compliance by
Slide 18: April 2024 NPDWR remains intact for now
April 2024 NPDWR remains intact for now Trump Administration has not officially changed or updated the National Primary For personal use only Drinking Water Regulations (NPDWR) for PFAS announced by the EPA in April 2024. • However, there are indications that the current administration may seek to m
Slide 19: States have instigated their own PFAS Rules
States have instigated their own PFAS Rules Patchwork of regulations shapes Carbonxt’s market, with stricter states offering immediate opportunities. States with enforceable MCLs likely drive higher demand for Carbonxt’s activated carbon products due to immediate compliance needs, while advisory sta
Slide 20: States with Adopted PFAS Rules
States with Adopted PFAS Rules: Top 20 States by Population and PFAS Rules Pop Top 20 Population Analysis PFAS Rules State (mm) Specific Details Adopted (2025) Yes: Notification PFOA NL: 5.1 ppt, PFOS NL: 6.5 ppt; PHGs: PFOA 0.007 ppt, 1 California 39.1 Levels, PFOS 1 ppt (non-enforceable) For perso
Slide 21: Advanced Activated Carbon Products
For personal use only Advanced Activated Carbon Products Warren Murphy Managing Director +61 413 841 216 w.murphy@carbonxt.com
Carbonxt Group — Ignite Investment Summit Hong Kong 2025 on 6ix