Calix Ltd. · ASX:CXL
Calix — Shareholder Meeting (November 2021)
25 slides from Calix's shareholder meeting presentation, Nov 16, 2021
Slide 1: MD and CEO Presentation to AGM
ASX Announcement November 16, 2021 For personal use only Calix – MD and CEO Presentation to AGM Sydney, Australia | November 16, 2021 – Calix Limited (ASX: CXL ‘Calix’ or ‘the Company’) is pleased to provide a copy of the presentation to be made by Phil Hodgson, MD and CEO of Calix, at the Annual Ge
Slide 2: About Calix
About Calix Calix is a team of dedicated people developing a unique, patented technology to provide industrial solutions For personal use only that address global sustainability challenges. The core technology is being used to develop more environmentally friendly solutions for advanced batteries, c
Slide 3: Calix Limited AGM Presentation – Solving global challenges
Calix Limited AGM Presentation For personal use only November 2021 Solving global challenges 1
Slide 4: Important Disclaimer
Important Disclaimer This presentation has been prepared by Calix Limited (ABN 36 117 372 540) (“Company”). INVESTMENT RISK For personal use only An investment in Calix securities is subject to investment and other known and unknown risks, some of which are beyond the control of Calix, SUMMARY INFOR
Slide 5: We believe our responsibility starts at home
For personal use only We believe our responsibility starts at home. That’s why we’re driven to use our unique technology to repair, preserve and prevent future harm to it. Mars is for quitters Because there’s only one Earth, and it’s already ours. 3
Slide 6: Calix is developing multiple environmental business opportunities
Calix Limited is developing multiple environmental business opportunities For personal use only CO2 Advanced Sustainable Water Biotech Mitigation Batteries Processing Water Treatment Cement Crop Protection Advanced Renewable-powered Cathode & Anode Mineral and Chemical Aquaculture Lime Marine Coatin
Slide 7: Our core technology platform
Our core technology platform A patented platform technology with 3 key features For personal use only CO2 capture When processing limestone, gas exhaust A new way to “heat stuff up” is high purity CO2 26 patent families covering core technology and applications Renewable >A$100m has been energy-read
Slide 8: Recap – FY21 Results and FY22 Outlook
For personal use only Recap – FY21 Results and FY22 Outlook 6
Slide 9: Summary of Results FY21 – Continued Revenue Growth
Summary of Results FY21 – Continued Revenue Growth SALES REVENUES AND PROJECT AND GRANT REVENUES CONTINUE GROWTH TRAJECTORY Key Take-aways… For personal use only Revenue & Other Income Strong growth in total sales & revenue 35 22% Project grant income continues with R&D 30 GROWTH to projects funded
Slide 10: Summary of achievements – FY21 and FY22 YTD
Summary of achievements – FY21 and FY22 YTD For personal use only CO2 Advanced Sustainable Water Biotech Mitigation Batteries Processing Strong growth of 36% in Low Emissions Lime and Crop protection product Highly prospective early Calix electric calciner core product sales Cement project passed co
Slide 11: From August: Our FY22 priorities…and progress
From August: Our FY22 priorities…and progress ACHIEVED ON TRACK BEHIND For personal use only CO2 Advanced Water Biotech Sustainable Processing Mitigation Batteries Revenue and Gross Margin Cement and Lime Crop Protection Refractories growth via… • Successful test campaign • 2nd license agreement Suc
Slide 12: Decarbonisation
For personal use only Decarbonisation 10
Slide 13: ESG interest is growing
“Environment / Social / Governance” (ESG) Interest is growing For personal use only GLOBAL ECONOMIES, COMPANIES AND INVESTMENT FUNDS ARE ALL HEADING IN ONE DIRECTION 66% of global GDP* Companies committed ESG Exchange Traded Funds From USD 1.3 to 4 trillion per and carbon emissions currently to net-
Slide 14: The ESG investment theme is only just beginning
The ESG investment theme is only just beginning For personal use only “It’s not often an investing “The amount of money “TPG has amassed private “Climate change is the next “Investors should no longer view theme comes along that is moving into ESG equity's largest war chest major mega-trend, and we
Slide 15: Our business opportunities and ESG tailwinds
Our business opportunities and ESG tailwinds Multiple “shots on goal” ESG opportunity using the one patented core platform technology For personal use only CO2 Advanced Water Biotech Sustainable Processing Mitigation Batteries • Direct CO2 separation for • Safe, environmentally friendly • Safe, envi
Slide 16: CO2 Mitigation – Calix's LEILAC Technology
CO2 Mitigation – Calix’s LEILAC Technology LEILAC-1 Belgium 2019 LEILAC-2 Hannover 2023/4 LEILAC-3 25,000 Tonnes / Year CO2 100,000 Tonnes / Year CO2 500,000 Tonnes / Year CO2 For personal use only Built Funded Multiple In Planning 20% 4x Slipstream 100% Replace BUT ….. we need to mitigate 2.2 billi
Slide 17: Our CO2 business: pilot-proven and funded to demonstration scale
Our CO2 business: pilot-proven and funded to demonstration scale POTENTIAL LOWEST COST CEMENT AND LIME CO2 SOLUTION - Key Updates For personal use only LEILAC-1 Output Report Released – Roadmap “2050” - Confirms LEILAC has potential to be lowest cost CO2 capture technology for lime and cement Detail
Slide 18: Sustainable Processing – Key Updates
Sustainable Processing CALIX TECHNOLOGY … EVERYWHERE! - Key Updates For personal use only SaltX Refractory Spodumene LC3 Alumina Iron and Steel Mineral looping CO2 reduction into Revolutionary Next Generation Electrifying New patent filed energy storage existing magnesia at-mine low CO2 Clay Cement
Slide 19: Zero Emissions Steel TechnologY (ZESTY)
Sustainable Processing – Zero Emissions Steel TechnologY (“ZESTY”) New Patent Filed for Zero Emissions Iron and Steel… For personal use only Steam Iron Ore Iron and Steel-making is responsible for 7% of global CO2 emissions – just behind cement and lime as the largest industrial emitter. Calix’s “ZE
Slide 20: Board of Directors and Equity Structure
For personal use only Board of Directors and Equity Structure 18
Slide 21: Board of Directors
Board of Directors For personal use only Peter Helen Fisher Jack Phil Dr Mark Turnbull, AM Non-Executive Hamilton Hodgson Sceats Non-Executive Director Non-Executive Managing Executive Chair Director Director & Chief Director And Executive Officer Chief Scientist Experienced Chair and Non-Executive
Slide 22: Share Price Performance Since Listing
Listed on the ASX in July, 2018 ASX:CXL Share Price Performance Since Listing For personal use only As at 15 November 2021 Shares on issue ~161.0m Share price for IPO Capital Raise $0.53 per share Share price on IPO $0.62 per share Current Share price $7.14 per share S&P Market capitalisation ~$1.15
Slide 23: Glossary
Glossary For personal use only Term Meaning BATMn Calix’s core kiln technology – electrified – for battery and catalyst materials production C Condenser – to cool steam to water Carbonation The capture of carbon dioxide by contacting with lime (calcium oxide), to form limestone (calcium carbonate) C
Slide 24: Glossary
Glossary For personal use only Term Meaning Iron The chemical element, represent by “Fe” on the periodic table Iron Ore Iron oxide mixed with various other minerals, as mined and “pre-processed” (purified) as best as possible LEILAC Calix’s core kiln technology for Low Emissions Intensity Lime and C
Slide 25: Because there's only one Earth… Mars is for quitters
Because there’s only one Earth… For personal use only …Mars is for quitters Phil Hodgson Darren Charles Simon Hinsley Managing Director & CEO CFO & Company Secretary Investor Relations phodgson@calix.global dcharles@calix.global simon@nwrcommunications.com.au +61 2 8199 7400 +61 2 8199 7400 +61 401