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CXL, CALIX LIMITED
nipper
post Posted: Sep 16 2021, 04:31 PM
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In Reply To: nipper's post @ Sep 16 2021, 10:31 AM

held on to its gains ... closed on second day after the news at 5.39
QUOTE
We are very impressed by the technical and commercial rigor of the LEILAC team, and plant partners are outspoken in their excitement about LEILAC. We are delighted to support Phil, Calix, and the LEILAC Group as they seek to scale LEILAC into cement and lime plants around the world.

Both the Carbon Direct investment team and its scientific advisory team, which now includes 46 globally renowned CO2 scientists and project managers, are available to assist the LEILAC Group on subjects including capital markets, regulations, commercial development, and technical development. Our entire firm is dedicated to helping technologies such as LEILAC to scale.
Jonathan Goldberg, founder and CEO of Carbon Direct



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"Every long-term security is nothing more than a claim on some expected future stream of cash that will be delivered into the hands of investors over time. For a given stream of expected future cash payments, the higher the price investors pay today for that stream of cash, the lower the long-term return they will achieve on their investment over time." - Dr John Hussman

"If I had even the slightest grasp upon my own faculties, I would not make essays, I would make decisions." ― Michel de Montaigne
 
nipper
post Posted: Sep 16 2021, 10:31 AM
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In Reply To: nipper's post @ Sep 15 2021, 04:23 PM

CXL holding a webinar; slides are up


Calix to earn licensing income regardless of equity

As part of the transaction, Calix Limited will earn 30% of all royalties / license revenues earned by the LEILAC Group, in addition to its 93% ownership
•Any income to the LEILAC Group for engineering services or project equity return above standard arms length terms will count as royalty income
•The license will continue while any current or future Calix Limited Patent in the Field of cement and lime production (from calcium carbonate) remains in force. Given current patents granted and pending on the core and new developments of the technology, Calix expects that the term of the licence will exceed 20 years
•Any new / developed IP from the LEILAC Group related to the licensed Calix Group IP will remain the property of Calix Limited, to be freely exploited outside the Field or for further R&D, as well as licensed back to the LEILAC Group within the Field

CXL opened with a slight dip to 5.06 but quickly lifted, now 5.62




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"Every long-term security is nothing more than a claim on some expected future stream of cash that will be delivered into the hands of investors over time. For a given stream of expected future cash payments, the higher the price investors pay today for that stream of cash, the lower the long-term return they will achieve on their investment over time." - Dr John Hussman

"If I had even the slightest grasp upon my own faculties, I would not make essays, I would make decisions." ― Michel de Montaigne
 
nipper
post Posted: Sep 15 2021, 04:23 PM
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In Reply To: nipper's post @ Sep 15 2021, 02:09 PM

and a $5.35 close, not far below the intra day ... and up 40% on the day.


(I had a cheeky sell at higher than that, for the ones I picked up in the SPP earlier this year.)




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"Every long-term security is nothing more than a claim on some expected future stream of cash that will be delivered into the hands of investors over time. For a given stream of expected future cash payments, the higher the price investors pay today for that stream of cash, the lower the long-term return they will achieve on their investment over time." - Dr John Hussman

"If I had even the slightest grasp upon my own faculties, I would not make essays, I would make decisions." ― Michel de Montaigne
 
nipper
post Posted: Sep 15 2021, 02:09 PM
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In Reply To: nipper's post @ Sep 15 2021, 12:54 PM

QUOTE
with steady buy action all morning
and the afternoon is just as strong... Punching through $5.00



--------------------
"Every long-term security is nothing more than a claim on some expected future stream of cash that will be delivered into the hands of investors over time. For a given stream of expected future cash payments, the higher the price investors pay today for that stream of cash, the lower the long-term return they will achieve on their investment over time." - Dr John Hussman

"If I had even the slightest grasp upon my own faculties, I would not make essays, I would make decisions." ― Michel de Montaigne
 
nipper
post Posted: Sep 15 2021, 12:54 PM
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In Reply To: nipper's post @ Sep 15 2021, 09:46 AM

and this investment by Carbon Direct has done wonders to CXL shares .... It had sold down to below $4 over the last week, but that turned into a 25% lift to as high as $4.75 today...

..... and not just at open, with steady buy action all morning



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"Every long-term security is nothing more than a claim on some expected future stream of cash that will be delivered into the hands of investors over time. For a given stream of expected future cash payments, the higher the price investors pay today for that stream of cash, the lower the long-term return they will achieve on their investment over time." - Dr John Hussman

"If I had even the slightest grasp upon my own faculties, I would not make essays, I would make decisions." ― Michel de Montaigne
 
nipper
post Posted: Sep 15 2021, 09:46 AM
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In Reply To: nipper's post @ Aug 27 2021, 09:18 PM

Carbon Direct invests €15M ($A24.5M) for 7% stake in Calix’s LEILAC business

Calix will use funds to accelerate deployment of lime and cement decarbonisation technology

Highlights:
€15M investment in Calix’s LEILAC business by Carbon Direct, one of the world’s leading decarbonisation investors
• Investment will accelerate the development and deployment of LEILAC, which uses Calix technology for cement and lime decarbonisation
• Carbon Direct will advise LEILAC on areas including capital markets, regulations, commercial development, and technical development, helping it scale the business
• LEILAC technology has been successfully piloted at 25,000tpa scale and is now being scaled up to 100,000tpa, with several commercial pilot plants under development
• Investment implements Calix’s equity farm in strategy to create focussed, commercialisation businesses for its core technology



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"Every long-term security is nothing more than a claim on some expected future stream of cash that will be delivered into the hands of investors over time. For a given stream of expected future cash payments, the higher the price investors pay today for that stream of cash, the lower the long-term return they will achieve on their investment over time." - Dr John Hussman

"If I had even the slightest grasp upon my own faculties, I would not make essays, I would make decisions." ― Michel de Montaigne
 


nipper
post Posted: Aug 27 2021, 09:18 PM
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In Reply To: nipper's post @ Jul 6 2021, 11:22 AM

dipped a bit on FY reports but upward and onward in the couple of days since... $3.60

• Strong growth of 36% in core product sales ($19M) led by an encouraging performance from the Calix US water business which was successfully integrated into the Group, contributing to both sales growth and positive operating cash earnings. The Company is well placed to execute its expansion plans across the US over the coming periods.
• Maintained positive operating profit alongside increased investment in accelerating development programs in our lines of business: Advanced Batteries, Water, CO2 Mitigation, Biotech and Sustainable Processing.
• The Calix advanced batteries development program was accelerated following continued very positive results, and a clear investment case to insource critical battery and laboratory equipment.
• Backed by $39 million Australian Government funding package, Calix is partnering in Heavy Industry Low carbon Transition Cooperative Research Centre (HILT CRC) which aims to reduce carbon emissions of Australian heavy industrial processes.
• Awarded the maximum $1m grant under the Australian Government Manufacturing Modernisation Fund (MMF) to develop and transform its Biotech manufacturing capability at its Bacchus Marsh facility in Victoria
• Strong financial position with a closing cash balance of $15.1m, virtually zero debt and with $8 million in grant receivables due over the next 3 months to execute further R&D.

Commenting on the year, Calix's Managing Director and CEO, Phil Hodgson said:
QUOTE
We look back on FY21 as a year of continued achievement for the company across all our lines of business, under a remarkably and rapidly developing backdrop of the mainstreaming of ESG (Environment, Social and Governance) themes as central to investment and business strategies.

These investment and strategic themes are likely to prevail for many years to come. Our lines of business .... water, CO2 mitigation, sustainable processing, advanced batteries and biotech .... are all borne of the same core technology platform, and all stand to benefit from the massive interest in more sustainable solutions to global challenges.




--------------------
"Every long-term security is nothing more than a claim on some expected future stream of cash that will be delivered into the hands of investors over time. For a given stream of expected future cash payments, the higher the price investors pay today for that stream of cash, the lower the long-term return they will achieve on their investment over time." - Dr John Hussman

"If I had even the slightest grasp upon my own faculties, I would not make essays, I would make decisions." ― Michel de Montaigne
 
nipper
post Posted: Jul 6 2021, 11:22 AM
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In Reply To: nipper's post @ Jul 6 2021, 09:13 AM

sailed through $3



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"Every long-term security is nothing more than a claim on some expected future stream of cash that will be delivered into the hands of investors over time. For a given stream of expected future cash payments, the higher the price investors pay today for that stream of cash, the lower the long-term return they will achieve on their investment over time." - Dr John Hussman

"If I had even the slightest grasp upon my own faculties, I would not make essays, I would make decisions." ― Michel de Montaigne
 
nipper
post Posted: Jul 6 2021, 09:13 AM
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In Reply To: nipper's post @ Jul 5 2021, 09:39 PM

another MoU ... ...covering the development of a lime project for lime production, with CO2 capture and multi fuel options, with Tarmac (https://tarmac.com/ ), the UK’s leading sustainable building materials and construction solutions business.

Tarmac is the UK’s leading sustainable building materials and construction solutions business, and a participant in the LEILAC 1 Project with Calix
o





--------------------
"Every long-term security is nothing more than a claim on some expected future stream of cash that will be delivered into the hands of investors over time. For a given stream of expected future cash payments, the higher the price investors pay today for that stream of cash, the lower the long-term return they will achieve on their investment over time." - Dr John Hussman

"If I had even the slightest grasp upon my own faculties, I would not make essays, I would make decisions." ― Michel de Montaigne
 
nipper
post Posted: Jul 5 2021, 09:39 PM
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In Reply To: nipper's post @ Jul 5 2021, 11:47 AM

as mentioned elsewhere, RHI Magnesita is a major player, 2.2 Billion in annual revenue and 14000 employees.

https://www.rhimagnesita.com/

https://youtu.be/QGoZXLHM-nQ

CXL closed at $2.77




--------------------
"Every long-term security is nothing more than a claim on some expected future stream of cash that will be delivered into the hands of investors over time. For a given stream of expected future cash payments, the higher the price investors pay today for that stream of cash, the lower the long-term return they will achieve on their investment over time." - Dr John Hussman

"If I had even the slightest grasp upon my own faculties, I would not make essays, I would make decisions." ― Michel de Montaigne
 
 


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