Carbonxt Group Ltd. · ASX:CG1
Carbonxt — FNN Conference (June 2018)
13 slides from Carbonxt's conference presentation, Jun 5, 2018
Slide 1: FNN Conference Presentation
For personal use only FNN Conference Presentation
Slide 2: Disclaimer
Disclaimer For personal use only Summary information This Presentation prepared by Carbonxt Limited ACN 097 247 464 ( Company), contains summary information about Carbonxt’s activities current as at the date of this Presentation. The information in this Presentation is of a general background nature
Slide 3: Corporate Overview
Corporate Overview Carbonxt (ASX:CG1) is a cleantech company that develops and markets specialised Activated Carbon (AC), primarily focused on For personal use only the capture of mercury for application in coal fired power stations in the United States. The Company was incorporated in 2001 and list
Slide 4: Board of Directors
Board of Directors For personal use only Matthew Quinn Warren Murphy David Mazyck Chairman Managing Director Executive Director and CEO of Carbonxt Inc Prior Managing Director of Stockland, Previous Co-Head of the Australian World-leading expert on activated carbon Australia’s largest diversif
Slide 5: What We Do
What We Do For personal use only • Carbonxt develops and markets specialised Activated Carbon (AC), for the capture of mercury from flue gas and wastewater emitted by coal fired power stations in the United States • Proprietary Activated Carbon products are available in powdered and pellet form • Ke
Slide 6: How it works?
How it works? For personal use only 1. PAC injected into coal fired power station flue gas 2. The PAC then traps mercury in its pores Activated Carbon is very porous. 3. Mercury is bound to the PAC and is mixed into the fly ash – preventing it from being One teaspoon of AC has a larger released into
Slide 7: Competitive Advantage Lies in Non-Brominated Products
Competitive Advantage Lies in Non-Brominated Products For personal use only Non Brominated Activated Carbon (AC) products • Does not cause corrosion to equipment Corrosion of air heater baskets • No risk of bromide contaminating water caused by bromine Superior performance compared to brominated
Slide 8: Diversified Product Portfolio
Diversified Product Portfolio For personal use only Powdered Activated Carbon (PAC) Used for: • Mercury capture in either the gas or liquid phase in coal fired power stations • Mercury capture in other industrial applications, including cement production Activated Carbon (AC) Pellets Used for: • Pol
Slide 9: HY18 Results
HY18 Results For personal use only Revenue Growth of +100% and Gross Margins Increased from 4% to 28%. On track to reach profitability in 1H FY19 1H17 1H18 Revenue increase of +126% $'000 $'000 Revenue $1,338 $3,031 Growth in revenue a result of increases in sales Gross margin $60 $839 volume (1
Slide 10: Significant Target Market
Significant Target Market For personal use only By 2020 the total global demand for Activated Carbon is expected to be 1.9m tons North America Activated Carbon Demand by Market (000’s of metric tons) 522.0 54.5 418.0 Industrial air 45.5 purification 206.0 311.5 38.0 148.5 Water treatment 76.5 60
Slide 11: Growth Strategy and Trajectory
Growth Strategy and Trajectory For personal use only 1 Expand in Expand use of AC pellet technology in ReACT power stations Existing Continue to obtain market share in the 427 coal fired power stations in the US* leveraging non- Market brominated competitive advantage 2 AC pellet product opens
Slide 12: Investment Highlights
Investment Highlights For personal use only Regulatory tail-winds driving customer growth and market opportunity in new markets The only non-brominated product in the market – providing a key competitive advantage Significant market opportunity – US market of +USD300m in initial target markets
Slide 13: Thank you
s or Personal As Thank you