CXL - Calix Limited

[Dona Ferentes]

6 month chart, daily

Covid; what was that?

(continue to hold; added at 71c several months ago)

 

[over9k]

This one would be worth posting in the outstanding breakouts thread I reckon

 

[Dona Ferentes]

This one would be worth posting in the outstanding breakouts thread I reckon

naw, I'll keep accumulating. thx. Long game.

 

[Dona Ferentes]

This one would be worth posting in the outstanding breakouts thread

up 5% on a near 3% down day. Record HIGH

5 day chart: any panic at open was an opportunity for others

 

[Dona Ferentes]

CXL has dropped a bit to around 90c. Not to worry; always expected it would be a slow grind. it would be nice to see the technology being mentioned in the recent low emissions technology road map, but the focus is on the big players (those with money that intersect with government) such as the steel industry (Mr Gupta, BSL) and aluminium (threatening to shut smelters down), where the incorporation of Hydrogen, for example, in the energy mix will be deemed competitive when it can be produced for $2 a kilogram or less.

.... and, appointed to the Board, an industrial biotech lawyer (ish) person, Helen Fisher

With the emergence of many biotech applications for Calix’s nano-active materials in our development pipeline and significant commonalities in the technology commercialisation journey of innovative companies, Calix welcomes Helen’s very significant experience to the Board. Helen’s experience in biotech development, intellectual property matters, finance and financial markets, corporate strategy and risk management brings ... etc etc

 

[over9k]

It's still on my watch list

 

[Dona Ferentes]

technology company Calix Limited (ASX: CXL) confirms that it has received a payment of $5.3m from the Australian government associated with its R&D tax incentive claim for the 2019/20 financial year.

In addition, it welcomes recent announcements regarding government policy settings associated with;
i) encouraging investment in advanced manufacturing, especially in resources technology and advanced battery materials development,
ii) acknowledgment of the role that carbon capture technology can play in helping to achieve emissions reduction targets, and
iii) extending support for research and development activities.

Calix has 27 patent families that cover technology for the manufacture of environmentally sustainable, novel materials for water and wastewater treatment, agriculture and aquaculture, industrial carbon capture and advanced battery materials development, amongst others. Calix believes investment in these technologies to be crucial in helping to build a strong backbone of advanced manufacturing capability and innovation as core assets of its business. Such investment will support the development of industries and businesses of the future, with sustainability at their core.

 

[Dona Ferentes]

presentation for FY21 Year to Date Update available on the website; CXL will present at the NWR Small Cap Conference to be held at 11.25am to 11.55am, Friday 6 November 2020.

Calix Limited is using its core mineral processing platform technology to grow multiple global businesses.

Cash-positive and with no debt, growing revenues, secure supply chain, readily scalable and with a funded development pipeline

 

[So_Cynical]

All time high/close $1.19 ~ been a wild ride for holders and watchers, up 15% yesterday - no news.

 

[Dona Ferentes]

All time high/close $1.19 ~ been a wild ride for holders and watchers, up 15% yesterday - no news.

wouldn't call it wild ride, more that it is thinly traded and a slow reveal.

The Lilac process for cement is attractive, as it looks to reduce CO2. Also it is based in Europe and aligned with major companies. With the EU setting targets for emissions, success would benefit CXL

As FGR stated in its recent Update

The manufacture of cement carries a significant CO2 burden which is estimated to be more than 6% of all CO2 emissions from human activity. The industry faces major challenges, notably the pressure to reduce the carbon footprint (CO2 contribution) of cement-based products. The application of new technologies to improve strength and durability of finished concrete products offers a route to improve the efficiency of cement usage and promote lighter, stronger concrete structures ...

No complaints here, as it put on a few more cents this morning

(HOLD)

 

[Dona Ferentes]

was thinking of a CEMENT thread, just to look at technologies that are nipping at the 'traditional' processes:

1. Calyx, with its LEILAC kiln technology, "theoretically the lowest cost solution to CO2 mitigation for cement and lime" and with some big EU hitters on board, plus EU money.
2. First Graphene, research confirms the ability of high-quality pristine graphene platelets to increase both the compressive and tensile strength of cementitious composites and concretes. The mechanism of strengthening has been fully validated in the laboratory.
3. WA Kaolin, where the "company plans to commercialise its technology for generating metakaolin at its Kwinana pilot plant. Metakaolin is used in geopolymer cements that do not require the extremely high temperature that is critical in the Portland process. WA Kaolin estimates geopolymer cements could reduce carbon dioxide emissions by as much as 80%.

But Calix core technology is more than just cement:
CO2 Capture When processing limestone, cement meal, or magnesite, gas exhaust is pure CO2
Low Cost, Safe + Very High Surface Area (Reactive) Products which include Wastewater, Aquaculture, Lake remediation, Crop protection and Advanced batteries


Meantime CXL had a new high following yesterday's volume buying from $1.20

 

[So_Cynical]

was thinking of a CEMENT thread, just to look at technologies that are nipping at the 'traditional' processes:

1. Calix
2. First Graphene
3. WA Kaolin

I didn't know about the other 2 will do some reading, as for Calix, Heidelberg cement is a major backer of the LEILAC kiln.
Heidelberg cement is a big player, great to see the CXL share price going nuts.

 

[Dona Ferentes]

Heidelberg cement is a major backer of the LEILAC kiln.Heidelberg cement is a big player, great to see the CXL share price going nuts.

Totally agree. In the internet of economy, I just said EU big hitters, and they don't come much bigger than Heidelberg. The whole carbon neutral tone and thrust of EU legislative action means these targets will be met. So, why not hitch a ride.

Oh, and #4, a bridesmaid, is EDE Eden.

 

[Dona Ferentes]

and up 25%

CEMEX – one of the world’s largest cement companies and already a partner on the LEILAC-1 project - has joined the LEILAC-2 project to help develop Calix’s technology for CO2 mitigation in the production of cement.

On January 29, 2021, the European Commission officially approved Cemex joining the LEILAC-2 Project (https://www.project-leilac.eu/ ) following unanimous support from the LEILAC-2 consortium. The LEILAC-2 Project is focussed on scaling Calix’s CO2 mitigation technology for the cement and lime industries to demonstration scale at HeidelbergCement’s Hannover cement plant, following a successful piloting of the technology via the LEILAC-1 Project in Belgium.

CEMEX has committed in-kind support to the project given its strong technical expertise and knowledge of the cement production process, as well as a cash contribution, which will be applied to the construction phase of the project.

 

[So_Cynical]

Calix and sustainable aquaculture, a very informative video presentation from a couple of weeks ago.
~

 

[Dona Ferentes]

Calix seems to have shook off an earlier investor selling down/ off. Block trades to other insto's and fund managers? (Thorney/ Tiga took up about 2 million of them)

On market sale of 15,500,000 fully paid ordinary shares by Sculptor Finance (MD) Ireland Designated Activity Company at A$1.20 per ordinary share

 

[Dona Ferentes]

Financial Highlights
• Total sales revenue grew 151% on Previous Corresponding Period to $9.21m (1H FY20: $3.67m)
• Total revenue and other income grew 114% on PCP to $16.27m (1H FY20: $7.61m)
• Operating Profit of $3.06m (1H FY20 Loss of $0.25m)

During the half-year to 31 December 2020, Calix continued to develop its core technology platform, from which the Company is developing several multi-billion-dollar global business opportunities.

Outlook
The Company will continue working towards the FY21 targets across each segment. With exciting opportunities in the sustainable processing business, there is significant potential to expand relationships pending successful early trial results, which Calix anticipates to report on in the near-term.

Exploiting technical advantages in the US and re-establishing Chinese aquaculture sales are the key priorities for Water, with the aim to grow revenues and improve margins post-COVID.

Crop protection continues to be a promising lines of business for Calix. Building on existing early revenues and trial results, developing the next major license is the key next step toward commercialisation in this segment. The new opportunity emerging in marine coatings is also exciting, and attracting significant industry interest.

.......
has opened at $2.10, a fresh high. and unusual to see a company still in development of their technology making a bit of money along the way.

(HOLD)

 

[barney]

During the half-year to 31 December 2020, Calix continued to develop its core technology platform, from which the Company is developing several multi-billion-dollar global business opportunities.
(HOLD)

Going gangbusters! Great Chart! ?

 

[So_Cynical]

(July 27 - 2018) Floated at 53c last week and now pushing through 95c a spectacular opening and an interesting business, an alternative tech play.

Afterburners lit, through $2.20 ~ lots of upside still, been a big 3 years.

 

[Dona Ferentes]

Afterburners lit, through $2.20 ~ lots of upside still, been a big 3 years.

yep, going well. Has been a good few days.