Calix Ltd. · ASX:CXL
Calix — NWR Virtual Investor Conference 2021
20 slides from Calix's conference presentation, Aug 4, 2021
Slide 1: Calix update presentation at the NWR Virtual Investor Conference
ASX Announcement 4 August 2021 For personal use only Calix update presentation at the NWR Virtual Investor Conference Sydney, Australia 4 August 2021 – Multi-award-winning Australian technology company Calix Limited (ASX:CXL, Calix or the Company), is pleased to provide a copy of the presentation th
Slide 2: About Calix
About Calix For personal use only Calix is a team of dedicated people developing a unique, patented technology to provide industrial solutions that address global sustainability challenges. The core technology is being used to develop more environmentally friendly solutions for sustainable processin
Slide 3: Calix Limited NWR Virtual Investor Conference
Calix Limited NWR Virtual Investor Conference For personal use only August 4, 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”). For personal use only SUMMARY INFORMATION This presentation contains summary information about the Company and its subsidiaries (“Calix”) and their activities current as at 4th August, 2021. I
Slide 5: We believe our responsibility starts at home
For personal use only We believe our responsibility starts at home. We believe our responsibility That’s why startswe’re driven at home. to use That’s why our unique we’re technology driven to touserepair, our unique preserveskillsand prevent to repair, futureand preserve harm toprevent it. future h
Slide 6: For personal use only
“It’s not often an investing theme comes along that is both certain, and certainly huge, but we’ve got one right now. The For personal use only theme is climate change, or more specifically, the transition to a zero-carbon world.” Alan Kohler 13 Feb 2021 “The amount of money moving into ESG [environ
Slide 7: For personal use only
For personal use only TPG has amassed private equity's largest war chest dedicated to technology aiming to curb climate change amid a growing scramble by investors drawn to one of the world's foremost global challenges. Texas-based TPG said Tuesday it has landed $5.4 billion in funding for the first
Slide 8: ESG a strengthening investment theme
Environment, Social, Governance (ESG) a strengthening investment theme Global economies, companies and investment funds are all heading in one direction… For personal use only ~ 50% of global GDP* More Top Companies ESG Exchange Traded Funds Nearly USD 3 trillion per and carbon emissions currently c
Slide 9: Our core technology platform
Our core technology platform A patented platform technology with 3 key features For personal use only CO2 capture A New Type of Kiln... When processing limestone, gas exhaust is high purity CO2 The “Calix Flash Calciner” 25 patent families covering core technology and applications Renewable >A$100m
Slide 10: 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 • Targeting
Slide 11: Progress Since March 2021
For personal use only Progress Since March 2021 CO2 and Sustainable Processing 9
Slide 12: Sustainable Processing: Magnesia refractories
Progress since our March 2021 capital raise Sustainable Processing: Magnesia refractories – another industry striving for net zero RHIM around the world… For personal use only Sustainable Processing 12-month milestone targets • Phase 2 testing underway • July 2021: MOU with RHI Magnesita Refractorie
Slide 13: Sustainable Processing: Spodumene
Progress since our March 2021 capital raise Sustainable Processing : Spodumene – supplying the majority of global lithium For personal use only Sustainable Calix Phased Development Technology Processing with PLS targeting ~35% 12-month milestone Li2O equivalent targets • Excellent test results on sp
Slide 14: CO2 Mitigation line of business
Progress since our March 2021 capital raise CO2 Mitigation line of business For personal use only CO2 • June 2021: Calix key partner in successful $39m Federally-funded Heavy Industry / Mitigation Low Emissions Co-Operative Research Centre (HILT-CRC) • Partners include ADBRI, Alcoa, Boral, Fortescue
Slide 15: Growing legislative pressures and incentives continue
Growing legislative pressures and incentives continue… Our initial target markets, the EU and US, have made significant moves in the last two months… European Union – Legislative Progress United States – Legislative Progress For personal use only • 2018 – EU ratifies phase 4 of the Emissions Trading
Slide 16: Coming Up Next
Coming Up Next… For personal use only • Full Year Financials released to the market August 24 • Investor webinar – Full Year Results – Thursday September 2 – details to follow soon 14
Slide 17: Board of Directors, Share Price Performance and Equity Structure
For personal use only Board of Directors, Share Price Performance and Equity Structure 15
Slide 18: Board of Directors
Board of Directors For personal use only Peter Helen Fisher Jack Lance Phil Dr Mark Turnbull, AM Non-Executive Hamilton O’Neill Hodgson Sceats Non-Executive Director Non-Executive Non-Executive Managing Executive Chair Director Director Director & Chief Director And Executive Officer Chief Scientist
Slide 19: 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 2 August 2021 Shares on issue ~159.7m Share price for IPO Capital Raise $0.53 per share Share price on IPO $0.62 per share Current Share price $2.78 per share S&P ASX200 Market capitalisation ~$
Slide 20: Because there's only one Earth
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