Calix Ltd. · ASX:CXL
Calix — Bell Potter Unearthed Natural Resources Conference 2024
23 slides from Calix's conference presentation, Feb 12, 2024
Slide 1: ASX Announcement: Calix Investor Presentation – February 2024
ASX Announcement 12 February 2024 Calix Investor Presentation – February 2024 Sydney, Australia | 12 February 2024 – Australian environmental technology company, Calix Limited (ASX: CXL) (“Calix” or “the Company”) is pleased to provide a copy of its latest investor presentation to the Bell Potter Un
Slide 2: About Calix
About Calix Calix Limited (ASX: CXL) is an environmental technology company solving global challenges in industrial decarbonisation and sustainability, including CO2 mitigation, sustainable processing, advanced batteries, biotechnology and water treatment. Calix’s patented core platform technology d
Slide 3: Decarbonising industry
For personal use only Decarbonising industry Calix Limited Bell Potter Unearthed F e b r u a r y 2 0 2 4 calix.global
Slide 4: Important Disclaimer
Important Disclaimer This presentation has been prepared by Calix Limited (ABN 36 117 372 540) (“Company”). INVESTMENT RISK SUMMARY INFORMATION An investment in Calix securities is subject to investment and other known and unknown risks, some of which are beyond the control of This presentation cont
Slide 5: About Calix
About Calix Calix is an environmental technology company that is developing applications of its unique platform technology to solve global challenges in industrial decarbonisation and sustainability. For personal use only We are building multiple businesses to deliver positive global impact in CO2 m
Slide 6: Calix's Core Platform Technology
Calix’s Core Platform Technology Decarbonising industry with a new way to “heat stuff up”… 28 patent families covering core Raw minerals / feedstock as CO2 captured technology & when processing small particles limestone applications. For personal use only Unavoidable carbon dioxide Steel tube releas
Slide 7: Calix has a strong competitive advantage
Calix has a strong competitive advantage One core platform technology – multiple applications in major global markets • Pressure from government policy and regulation is driving strong demand for decarbonisation solutions For personal use only • Funding through licensing, joint ventures and spin-off
Slide 8: One Decarbonisation Technology – Multiple Applications
One Decarbonisation Technology – Multiple Applications Our technology is designed to decarbonise some of the world’s largest and hardest-to-abate industries… For personal use only Cement & lime Direct Air Capture Lithium Alumina Iron & steel Electrifying Aluminium Oxide production ZESTY “Low Emissio
Slide 9: Policies driving decarbonisation – Latest News
Policies driving decarbonisation – Latest News Carbon penalties, value, tariffs, & policy support in Europe, US, & coming in Asia-Pacific… Europe – Latest news US – Latest news Asia-Pacific – Latest news • Jan 2024: Free EU ETS allowances will be progressively • Nov 2023: Strong bipartisan support f
Slide 10: Our Strategy – Rapid commercialisation through licensing, spin-outs and joint ventures
Our Strategy – Rapid commercialisation through licensing, spin-outs and joint ventures • Head company well capitalised. • Equity investment at a subsidiary level to accelerate commercialisation of specific applications. • Licence fees guaranteed to head company regardless of future equity holding. 9
Slide 11: Valuing the Opportunity: Leilac and Svante
Valuing the Opportunity Leilac and Svante Inc…benchmark ? Since 2021, we have undertaken significant commercial de-risking and expanded the total addressable market into Direct Air Capture (DAC) 2019 2021 2022 2023 For personal use only • INVESTS €15m for ~7% equity, of 70% • Global, perpetual licen
Slide 12: Leilac Project Update
Leilac Project Update • Leilac-2 – targeting 100,000 tonnes per annum of CO2 separation at an operating cement plant. • 26th January – Heidelberg Materials announced the Leilac-2 Project will be relocated to another site following their decision to end clinker production in Hanover, due to a decline
Slide 13: Sustainable lithium demonstration plant update
Sustainable lithium demonstration plant update Project is proceeding well – remains on time and budget • Calix and Pilbara Minerals (ASX: PLS) are building a 55%/45% JV mid-stream lithium- phosphate demonstration plant, which will use Calix’s electric calciner and be located at Pilbara Minerals’ Pil
Slide 14: Zero Emissions Steel Technology
Zero Emissions Steel TechnologY • We have completed the ZESTY Front-End-Engineering and Design (FEED) study for a 30,000 tonne per annum demonstration facility and an extended ore testing program • The excellent outcomes of the study and results of the testing program are highly encouraging… Target
Slide 15: Valuing the opportunity - iron and steel
Valuing the opportunity - iron and steel H2Green Steel Midrex technology – TRL9 Significant valuations look to have been achieved for competing green iron technologies H2 Sep 23 Nat Gas for Nat Gas, maybe 6 for H2** US$1.5b No data on production capacity – still lab scale No data on production capac
Slide 16: Board of Directors further strengthened with two new Directors
Board of Directors further strengthened with two new Directors Peter Turnbull, AM Alison Deans Helen Fisher Dr Sarah Ryan Peter Dixon Dr Phil Hodgson Dr Mark Sceats Non-Executive Chair Non-Executive Director Non-Executive Director Non-Executive Director Non-Executive Director Managing Director & Chi
Slide 17: In summary
In summary • Calix has developed a unique technology that can be applied across many industries. • Strong demand for Calix’s technology driven by government policy and a need for urgent, affordable and scalable solutions. • Calix is an established global company operating in large addressable market
Slide 18: Investor relations and Media enquiries
For personal use only Investor relations Media enquiries Investorrelations@calix.global media@calix.global www.calix.global Subscribe to our Newsletter Mars is for quitters
Slide 19: Glossary
Glossary Term Meaning Aluminium (Al) Chemical element with the symbol Al Anode The negative electrode of a battery Antimicrobial Antimicrobial products kill or slow the spread of microorganisms, including bacteria, viruses and fungi. AMR Antimicrobial resistance – the development of resistance in ba
Slide 20: Glossary
Glossary Term Meaning EAP Employee Assistance Program EBITDA Earnings Before Interest, Tax, Depreciation and Amortisation Electrode The material that stores the lithium ions in a charged (anode) or discharged (cathode) state in a lithium-ion battery Electrolyte The medium that allows ions to move be
Slide 21: Glossary
Glossary Term Meaning LHM Lithium Hydroxide Monohydrate – used in the production of cathode active materials for lithium-ion batteries Lithium (Li) Chemical element with the symbol Li Lithium-phosphate / Lithium Salt / “Mid- A form of lithium that is high in lithium content, to be shipped and utilis
Slide 22: Glossary
Glossary Term Meaning Process emissions are inherent to the chemical reaction and are released directly and unavoidably from the chemical processing of raw material. They are distinct from Process emissions energy related emissions that may result from the consumption of fuel to heat the reaction. T
Slide 23: Investor relations and Media enquiries
For personal use only Investor relations Media enquiries Investorrelations@calix.global media@calix.global calix.global Subscribe to our Newsletter Mars is for quitters
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