Looks good @peter2Forgot to check my fav ESG stock today. I'm looking for another entry.
View attachment 142882
Price is almost at target level for reversal setup. (A-B = C-D)
Six bucks is interesting. Buyers usually hovering.Forgot to check my fav ESG stock today. I'm looking for another entry
But has slipped below that. Mid 5s.Six bucks is interesting. Buyers usually hovering.
"With carbon prices above €25 per tonne, I think we have a very attractive technology," he says. ''The heat required [for Calix' technology] should not be any higher than the heat already required by the cement plant, so from an operational cost perspective we should be no higher than a current cement plant.
''The only cost is the capital cost of building our facility.''
The trademark feature of the Calix kiln is its ability to heat minerals to the exact temperature at which gases try to escape. As the gases escape they carve chambers and pores into the mineral structure, turning them into honeycomb-type shapes with a very high surface area. The high surface area makes the structures more reactive, which is a good thing in chemical processing.There's a podcast from TechZero conference about the Calix process for iron ore.
....The 'mad scientist' who could turn Australia's iron ore 'green.
”The potential is for iron to become more economically viable in smaller communities,” Dr Sceats told Tech Zero. “You could imagine in the year 2050 that you have pretty much a steel furnace in every big town making iron, making steel – electric arc furnaces instead of huge factories."
From where does the Hydrogen come?The trademark feature of the Calix kiln is its ability to heat minerals to the exact temperature at which gases try to escape. As the gases escape they carve chambers and pores into the mineral structure, turning them into honeycomb-type shapes with a very high surface area. The high surface area makes the structures more reactive, which is a good thing in chemical processing.
Adaptations have .. been found for cement, lithium, crop protection and water treatment, but Calix's Dr Mark Sceats said the size of the global iron ore and steel industries meant that green iron could be Calix’s biggest opportunity yet.
Then on to the big one.
In its recent green iron trials, Calix has poured iron ore powder in the top of the inner metal tube and pumped in hydrogen at the bottom of the tube. As they mix inside the tube under heat, the hydrogen takes the oxygen from iron ore and forms harmless steam, while the pure iron falls to the bottom ready for steel-making. Dr Sceats said his process could be a cheap way to make low-carbon steel.
The 'mad scientist' who could turn Australia's iron ore 'green' - Tech Zero
Meet the 73-year-old Australian scientist who's developed a special kiln that he reckons will solve Australia's iron ore emissions problems and deliver green iron. For more on the episode, visit the Tech Zero site on afr.com. AFR subscribers can also sign up for the weekly Carbon Challenge...omny.fm
Andrew ForrestFrom where does the Hydrogen come?
gg
Yesss...Andrew Forrest
as mentioned in the podcastThe knee bone's attached to the thigh bone to the tune of the Pied Piper . H2 ... FeO2... H2O... Twiggy... H2... or am I missing something here?
gg
Pilbara PLS brought out an investor presentation on Friday. As well as fleshing out the Upstream and Downstream aspects of getting a lithium product to market, there's still a focus on the Midstream, which is where Calix comes in.Calix is enthused about its process having an application with Pilbara PLS. Scoping study work was done by Lycopodium LYL
- Using Calix Limited’s (ASX:CXL) flash calcination technology, test-work has confirmed high calcination conversion rates (>95% for alpha to beta spodumene phase transformation) using fine flotation spodumene concentrate1 produced from Pilgangoora.
- The contained lithia content of the product is expected to increase from ~5.7-6.0% in spodumene concentrates to >36% in lithium phosphate salts, thereby optimising offshore product logistics, reducing associated carbon emissions, and minimising waste in the destination market.
- Scoping Study undertaken by Lycopodium Minerals has confirmed the technical viability of the Mid-Stream project to deploy a novel calcination technology and integrated chemical concentration process at the Pilgangoora Operation to produce a new endproduct, with the preferred product at this stage of study being lithium phosphate salt.
Last paragraphThe MOU with Pilbara is a big deal
BUT ….. we need to mitigate 1.5 billion tonnes pa process CO2 emissions = 3,000 LEILAC-3’s ... ~2 built every week from now until 2050
“FY22 was a significant year for the development of the business, with our first “spin-out” investment in the CO2 business a stand-out deal which gave look through value for just one application of our technology, and advancement on multiple fronts in other applications.
Despite global inflation and conflict, the interest in technological solutions to environmental pressures continues to rise, and Calix is extremely well-placed to capitalise on its unique technology solutions. We have invested heavily in people, capital and services to enable us to be in this position, and we look forward to FY23 to continue to turn this investment into significant opportunity.”
Do this mob have Bell Potter quickgrow mix in their ascent?Annual report out. Going over the content, it is an evolving presentation of the already-disclosed technology/ies. Pilbara is coming along, and one quote caught my eye with the cement process:
Still have $25M in cash at end of June
Commenting on the annual results, Calix’s Managing Director and CEO, Phil Hodgson, said:
Got it by the bagful.Do this mob have Bell Potter quickgrow mix in their ascent?
am waiting for this..... October looms.The JV will be formalised upon Pilbara Minerals and Calix finalising and entering into a formal JV Agreement which is expected to occur during the September 2022 Quarter.
The technology licence fee is a first-of-a-kind for the industry, and comprises a royalty floor, variable component linked to carbon price/value, and a royalty cap linked to costs versus alternative technologies. The terms of the agreement with Heidelberg Materials require the royalty quantums to remain commercial-in-confidence.
We use cookies and similar technologies for the following purposes:
Do you accept cookies and these technologies?
We use cookies and similar technologies for the following purposes:
Do you accept cookies and these technologies?