Calix Ltd. · ASX:CXL

Calix — Investor Presentation (July 2018)

22 slides from Calix's investor presentation, Jul 26, 2018

  1. Slide 1: Creating New Materials and Solving Global Challenges

    July 2018 mel. tides a) PREMIER'S NSW = © \ cath Australian . EXPORT AWARDS F . ° a xport Awards oa P AUSTRALIAN © isNaTiONALFINauist ° TECHNOLOGIES e AUSTRALIAN TION CREATING NEW MATERIALS AND SOLVING GLOBAL CHALLENGES, COMMERCIALISING A UNIQUE TECHNOLOGY PLATFORM

  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’) SUMMARY INFORMATION This presentation contains summary information about the Company and its subsidiaries (‘Calix’) and their activities current as at 22" August, 2017. The informati

  3. Slide 3: Introduction Video to Calix

    INTRODUCTION VIDEO TO CALIX RCE FOr personal u Calix

  4. Slide 4: For personal use only

    For personal use only Note: The information above is indicative only. Actual use of funds will depend upon a variety of factors as the business strategy is executed, including changing market conditions and competitive response. As with any budget, intervening events and new circumstances have the p

  5. Slide 5: For personal use only

    For personal use only • • • • • • • • • • • •

  6. Slide 6: For personal use only

    For personal use only • • • • • • • • • • • •

  7. Slide 7: For personal use only

    : 4 Q = 2) =] fa) te) ~ = z iP. ee P a 3 - afl atesl ea i pe ena —a. cat 3 % = ° Coc ee » eo? ° San , ae? AjuO SSN peuos.ied 105

  8. Slide 8: For personal use only

    • • • For personal use only • • • • • • • • • • • • •

  9. Slide 9: Value Chain

    VALUE CHAIN Calix is vertically integrated, owning the input and proprietary technology that manufacturers multiple industrial products Calix MgCO3 Mine, Australia JORC proven and probable reserve 466kT + Indicated Resource 392kT Located in one of the largest MgCO; deposits in the world “The informa

  10. Slide 10: Calix Timeline

    CALIX TIMELINE Awarded EU H2020 €5m grant to demonstrate CFC for Solar Thermo-Chemical i i energy storage eee Awarded Ausindustry oy 9 Bacchus Marsh in $2m Commercialisation Australia grant Awarded EU H2020 €12m Victoria grant to demonstrate CFC for Cement and Lime. Established EU office Established

  11. Slide 11: Company and Industry Overview

    For personal use ony — COMPANY AND INDUSTRY OVERVIEW

  12. Slide 12: For personal use only

    For personal use only 20 nm(o) Each “pore” or channel is about 4 to 8 billionths of a meter in diameter • • •

  13. Slide 13: For personal use only

    For personal use only • • • • • • •

  14. Slide 14: For personal use only

    For personal use only • • • • • • • • Patented manufacturing facility Calix designed dosing systems Quality delivery and production

  15. Slide 15: For personal use only

    For personal use only • • • • • • • (1) Frost & Sullivan: Market Opportunity for Calix Flash Calcination, dated 17 April 2018. Refer to Section 6 of this presentation for risks associated with the competitive environment, retaining and winning customers and market development.

  16. Slide 16: For personal use only

    • • • For personal use only • • • •

  17. Slide 17: For personal use only

    For personal use only • • • • • • • • • •

  18. Slide 18: Funded Development of Future Growth Opportunities

    FUNDED DEVELOPMENT OF FUTURE GROWTH OPPORTUNITIES THREE PILOT PROJECTS 1. LEILAC Low Emissions Intensity De-Carbonised Lime & Cement $18m? Lime and Calix-led €21m project of the European EU Funded Cement Union Horizon 2020 Research & Innovation HEIDELBERGCEMENT Est A$10.8BM Addressable Oo TARMAC Gft

  19. Slide 19: Funded Development Pipeline

    FUNDED DEVELOPMENT PIPELINE Total FY16 FY17 Grant Name Maximum Start Date Duration Commercial Opportunity Value ($7000) ($’000) Commercialisation Australia $1.8m Feb-14 1.5 yrs 1,722 100 - Novel Satellite MHL Manufacturing Plants Fossil Fuel Decarbonisation / Production of ASCENT (EU) €0.5m Mar-14 4

  20. Slide 20: BATMn

    • For personal use only • • • • • • & BATMn • • • • • • • • • • • • • • • • • •

  21. Slide 21: For personal use only

    For personal use only 0.2 (0.7) (1.5) FY15 FY16 FY17

  22. Slide 22: For personal use only

    For personal use only

Calix — Investor Presentation (July 2018) on 6ix