Calix Ltd. · ASX:CXL
Calix — Bell Potter Unearthed Natural Resources Conference 2023
16 slides from Calix's conference presentation, Feb 6, 2023
Slide 1: ASX Announcement: Calix Investor Presentation – February 2023
ASX Announcement 6 February 2023 For personal use only Calix Investor Presentation – February 2023 Sydney, Australia | 6 February 2023 – Australian environmental technology company, Calix Limited (ASX: CXL) (“Calix” or “the Company”) is pleased to provide a copy of its presentation to the Bell Potte
Slide 2: About Calix
About Calix Calix is a team of dedicated people who are urgently developing great businesses, leveraging our patented technology, that deliver positive global impact. For personal use only The core technology is being used to develop more environmentally-friendly solutions for water treatment, CO2 m
Slide 3: Sustainable Mineral Processing & The Green Export Opportunity
For personal use only Sustainable Mineral Processing & The Green Export Opportunity Bell Potter Unearthed February 2023 1
Slide 4: Important Disclaimer
Important Disclaimer This presentation has been prepared by Calix Limited (ABN 36 117 372 540) (“Company”). An investment in Calix securities is subject to investment and other known and unknown risks, some of which are beyond the control For personal use only of Calix, including possible delays in
Slide 5: Calix's core technology platform
Calix’s core technology platform A new way to heat stuff up… For personal use only CO2 capture Capture of high purity An AUSTRALIAN invention… CO2 when processing limestone 28 patent families covering core technology and applications >A$120m has been invested to date in developing the Renewable tech
Slide 6: Sustainable processing solutions
Sustainable processing solutions Multiple applications under development, globally… For personal use only Magnesite Cement Meal / Limestone Manganese Calcium Salts Bacchus Marsh Belgium – “LEILAC-1” Spodumene (lithium) Sweden Commissioned 2013 Commissioned 2019 Commissioned 2022 (50,000 tonnes per a
Slide 7: Decarbonising iron and steel
Decarbonising iron and steel Indispensable, carbon-intensive & hard-to-abate. For personal use only Australian iron Decarbonisation • >A$150b…44% of Australian export earnings in 20214 tailwinds Net zero • 96% of Australian iron ore is hematite5 ~7% commitments of global • Value creation opportunity
Slide 8: Zero Emissions Steel Technology
Zero Emissions Steel TechnologY Potential lowest cost zero emissions iron & steel For personal use only Simple Compatible H2 not process with fines & No fossil fuel No CCS combusted / (low pressure / lower grade requirement required easily no fluid beds) ores recycled About ZESTY BF / BOF + H2 ✓ × ×
Slide 9: ZESTY development to date
Zero Emissions Steel TechnologY ZESTY development to date… For personal use only Phase 1 & 2: Fe D50 SSA Pore Volume completed Wt %) (um) (m2/g) (cm3/g) ✓ Theoretical kinetic a) Siderite 43 87 25 0.035 a) studies Goethite / c) ✓ Conversion of b) 57 130 15 0.034 b) Hematite electric calciner to Goeth
Slide 10: ZESTY Technology: pre-FEED / FEED study
Calix’s ZESTY Technology: pre-FEED / FEED study Towards Financial Investment Decision by end-2023 For personal use only Pre-FEED / FEED study • A$947,035 ARENA grant. • Proposed 30,000 tpa, zero CO2 emissions ZESTY-iron demonstration plant. • Study towards final investment decision, including: - Tes
Slide 11: Phases 4 & 5: EPC & commercial demonstration
Phases 4 & 5: EPC & commercial demonstration A commercial demonstration facility would target modest capex & possible For personal use only revenue recovery from sales of green iron Phase 4: Engineering, procurement & construction • Late 2023 to early 2025 • Construction, commissioning, testing of c
Slide 12: Development of lithium salt project with Pilbara Minerals
Development of lithium salt project with Pilbara Minerals TARGETING JV FORMATION AND COMPLETION OF FEED IN FY23 For personal use only First Lithium Phosphate • PILBARA MINERALS (ASX:PLS): JV Full Documentation salts produced in pilot Executed with $20m in Federal Government funding plant announced u
Slide 13: Leilac: Scaling Up Calix's Leilac Technology
Leilac: Scaling Up Calix’s Leilac Technology Leilac-1 Lixhe, Belgium 2019 Leilac-2 Hannover, Germany 2024 Leilac-3 25,000 tonnes / year CO2 100,000 tonnes / year CO2 500,000 tonnes / year CO2 For personal use only Built Passed FID Multiple In Planning 20% 4x Slipstream 100% Replace 20 partners, incl
Slide 14: A growing pipeline of projects
A growing pipeline of projects For personal use only Detailed Project Pre-FEED / FID + Initial scoping scoping / FEED Operational Total discussions BOD construction MOU Aug 2021 21 7 4 1 1 34 Aug 2022 25 13 9 5 1 1 54 Nov 2022 33 15 9 6 1 1 1 67 Leilac-2 Leilac-1 • Pipeline growth: there are now 67
Slide 15: Calix's FY23 priorities
Calix’s FY23 priorities… ⬤ Successfully completed ⬤ On track Continued acceleration – especially decarbonisation projects… ⬤ Watch point For personal use only Advanced Sustainable Water Biotech Batteries Processing Crop protection Water treatment Advanced cathode & Renewable-powered mineral CO2 miti
Slide 16: For personal use only
For personal use only Phil Hodgson Darren Charles Managing Director & CEO CFO & Company Secretary phodgson@calix.global dcharles@calix.global +61 2 8199 7400 +61 2 8199 7400 Investor relations Media enquiries Investorrelations@calix.global media@calix.global Follow us on Twitter @Calixlimited www.ca
Calix — Bell Potter Unearthed Natural Resources Conference 2023 on 6ix