Calix Ltd. · ASX:CXL
Calix — NWR Vantage Point Conference 2023
17 slides from Calix's conference presentation, May 31, 2023
Slide 1: ASX Announcement: Calix Investor Presentation May 2023
ASX Announcement 31 May 2023 Calix Investor Presentation – May 2023 Sydney, Australia | 31 May 2023 – Australian environmental technology company, Calix Limited (ASX: CXL) (“Calix” or “the Company”) is pleased to provide a copy of its presentation to the NWR Vantage Point Conference. Investors can r
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. The core technology is being used to develop more environmentally-friendly solutions for water treatment, CO2 mitigation, biotechnolo
Slide 3: Decarbonisation technology for multiple industries
For personal use only Decarbonisation technology for multiple industries NWR Vantage Point Conference May 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 of Calix, including possible delays in repayment and loss of
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 Lime and applications Cement >A$120m has been invested to date in developing th
Slide 6: Industrial decarbonisation tailwinds
Industrial decarbonisation tailwinds Calix’s mission is being propelled by net zero commitments For personal use only Government Investor Net zero policy activity spending ~90% US$42tn US$275tn of global GDP now assets of signatories Estimated spend under net zero to the ‘2022 Global required by 205
Slide 7: Policies driving decarbonisation
Policies driving decarbonisation Carbon penalties, value & support in Europe, US, & now Australia… EUROPE US AUSTRALIA For personal use only Emissions Trading Scheme Inflation Reduction Act Safeguard Mechanism • €80 – 2022 average EU ETS price, up • US$85 / tonne of CO2 • A price on carbon, capped a
Slide 8: Decarbonising cement and lime
Decarbonising cement and lime Market drivers For personal use only Largest single source of industrial emissions Carbon pricing: 36 carbon taxes & 32 Emissions Trading Systems, covering • ~8% of global emissions1 Cement~8% 23% of global emissions & generating • Unavoidable process emissions released
Slide 9: Scaling up the Leilac technology
– Scaling up the Leilac technology For personal use only Pilot plant Demonstration plant Full commercial scale Leilac-1 Leilac-2 Leilac-3 25, 000 tpa CO2 100, 000 tpa CO2 >500, 000 tpa CO2 Lixhe, Belgium Hannover, Germany Several multi-tube Built 4 tubes – 1 module modules Operational 2019 Passed FI
Slide 10: Leilac's full-scale vision
Leilac’s full- scale vision For personal use only BUT…we need to mitigate 1.4 billion tonnes per annum of process CO2 emissions = up to 3,000 Leilac-3s ~2 built every week from now until 2050 !! 8
Slide 11: Direct Air Capture
Direct Air Capture Non-binding MOU for DAC global licence agreement with Heirloom • Heirloom1 is a Direct Air Capture company with an For personal use only objective of capturing 1 billion tonnes of CO2 by 2035. • Heirloom’s backers include Gates-led Breakthrough Energy Ventures, Carbon Direct and M
Slide 12: Decarbonising iron and steel
Decarbonising iron and steel Indispensable, carbon-intensive & hard-to-abate. Australian iron For personal use only • >A$150b…44% of Australian export earnings in 20214 • 96% of Australian iron ore is haematite5 ~7% of global • Value creation opportunity emissions1 – 3-4x value add: iron ore → iron
Slide 13: Zero Emissions Steel Technology
Zero Emissions Steel TechnologY Potential lowest cost zero emissions iron & steel Simple Compatible No fossil H2 not For personal use only process with fines fuel No CCS combusted / (low pressure / & lower requiremen required easily no fluid beds) grade ores t recycled About ZESTY BF / BOF + H2 ×
Slide 14: Calix's ZESTY Technology: pre-FEED / FEED study
Calix’s ZESTY Technology: pre-FEED / FEED study Towards Financial Investment Decision by end-2023 Pre-FEED / FEED study For personal use only • A$947,035 ARENA grant. • Proposed 30,000 tpa, zero CO2 emissions ZESTY-iron demonstration plant. • Study towards final investment decision, including: - Tes
Slide 15: Sustainable lithium Joint Venture with Pilbara Minerals
Sustainable lithium Joint Venture with Pilbara Minerals Electrification and mid-stream mineral processing Sustainable lithium tailwinds For personal use only Joint Venture Executed 6x growth in lithium carbonate & 6x equivalents market by 20302 • JV Full Documentation Executed with $20m in Federal G
Slide 16: Calix's FY23 priorities and progress
⬤ Successfully completed Calix’s FY23 priorities and progress… ⬤ On track ⬤ Watch point Continued acceleration – especially decarbonisation projects… Near-term focus For personal use only Advanced Sustainable Water Biotech Batteries Processing Crop protection Water treatment Advanced cathode & Renew
Slide 17: 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