Calix Ltd. · ASX:CXL

Calix — Thorney Investment Forum 2019

10 slides from Calix's conference presentation, Nov 20, 2019

  1. Slide 1: Thorney Investment Forum Presentation

    Thorney Investment Forum Presentation 20 November, 2019 For personal use only Solving global challenges

  2. Slide 2: Important Notice and Disclaimer

    Important Notice and Disclaimer This presentation has been prepared by Calix Limited (ABN 36 117 372 540) (“Company”). affairs of Calix since the date of this presentation. SUMMARY INFORMATION INVESTMENT RISK This presentation contains summary information about the Company and its subsidiaries (“Cal

  3. Slide 3: Calix Limited Investment Highlights

    CALIX LIMITED INVESTMENT HIGHLIGHTS For personal use only WATER and AQUACULTURE AGRICULTURE CO2 MITIGATION ADVANCED WASTE WATER & FRESH WATER CROP PROTECTION LIME & CEMENT BATTERIES REMEDIATION

  4. Slide 4: FY19 Results Overview

    FY19 RESULTS OVERVIEW For personal use only *Normalised EBITDA adjusts reported EBITDA for impairment of LEILAC Consortium expenses reported as research and development expense.

  5. Slide 5: The Core Technology - A New Type of Kiln - Has Two Key Benefits

    THE CORE TECHNOLOGY -— A NEW TYPE OF KILN — HAS TWO KEY BENEFITS... ===» Gas exhaust Pre-ground minerals , 1. CO2 Capture Reactor tube When processing Furnace limestone or cement outer wall .- meal, gas exhaust is Trapped gases pure co2 Heat “fizz” out of the minerals 2. Low Cost + Very High Surface

  6. Slide 6: Established Value Chain

    For personal use only ESTABLISHED VALUE CHAIN Myrtle Springs 25kTpa Reactor – Satellite Hydration LEILAC: CO2 capture mine - SA New “BATMn” Reactor Bacchus Marsh “just add water” Pilot - Belgium – Bacchus Marsh Only 15% Utilised COMMERCIAL PRE- COMMERCIAL R&D WATER and AQUACULTURE AGRICULTURE CO2 MI

  7. Slide 7: A great start to FY20…

    For personal use only A great start to FY20…

  8. Slide 8: FY20 priorities including IER acquisition

    • Close IER acquisition by end-Dec 2019, secure 5-fold increase in annualised sales revenue* For personal use only WATER and • Exploit IER synergies – logistics, product quality, technology WASTE WATER • AQUACULTURE & FRESH WATER • REMEDIATION • AGRICULTURE • CROP PROTECTION • • CO2 MITIGATION LIME

  9. Slide 9: IPO July, 2018 / Share structure and major shareholders

    ASX:CXL IPO July, 2018 As at 18 Nov 2019 Major shareholders As at 18 Nov 2019 For personal use only Shares on issue ~147.4m Board & Management 17.5% Share price for IPO Capital Raise $0.53 per share Och-Ziff Capital Management 16.3% Share price on IPO $0.62 per share Perennial Value Management 12.6%

  10. Slide 10: Because there's only one Earth… Mars is for quitters

    For personal use only Because there’s only one Earth… …Mars is for quitters

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