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CXL, CALIX LIMITED
nipper
post Posted: May 19 2020, 02:14 PM
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topped up my CXL holding today.
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In waste water treatment, the pathway has been established; Magnesium Hydroxide facilities are likely to be positioned closer to demand. At present, there are 7 established (2 AUS, 1 SE Asia, 4 US). Two more are planned for US and 1 planned for market entry EU

I'm hoping the US acquisition bears fruit, and it seems like it should. Successful completion of US acquisition is set to deliver 5-fold sales revenue uplift
.• First US plant upgrade completed and more stable product achieved
• Second US plant upgrade underway
• First new US plant under construction for market expansion

With the other equal highest priority, LEILAC, Calix’s technology is being piloted with the world’s largest cement and lime companies to mitigate their carbon dioxide (CO2) emissions dramatically without significant energy or capital penalty. A year or so to see the results from the pilot plant. ----

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CXL only sold off a bit during the March meltdown. There seems to be steady buying, a few bots nibbling away, and Buy/ Sell ratio is favourable



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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: Jan 22 2020, 03:58 PM
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Posts: 6,941
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QUOTE
Most developed world cities started building skyscrapers after World War II. These buildings were International Style architecture, unrecognisable in terms of a particular locale, universal in terms of their ubiquitous metal, concrete, glass ... and fully air-conditioned. Now they are ageing, their use-by date is up and their balance sheet profitability no longer attracts..............

The construction industry is a main consumer of fuels, timber, steel and other metals, concrete and plastics. That demand drives the logging of forests, mining and extraction, leading to material production and transport that contributes to emissions and pollution.

The UK Green Building Council estimates the construction industry generates about 22 per cent of UK carbon emissions, uses 40 per cent of drinking water, ..... over half our landfill waste, and accounts for 39 per cent of global energy use

https://www.abc.net.au/news/2020-01-22/unbu...y-date/11886112

Mega cities => megaproblems. But urbanisation won't just stop.


Calix might be on to something with their LEILAC (Low Emissions Intensity Lime And Cement) technology, based upon Calix’s patented direct separation “calcination" kiln, and now in pilot plant phase in Europe.



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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: Dec 9 2019, 09:47 AM
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AustSuper takes a 5% stake



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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
 
blacksheep
post Posted: Dec 5 2019, 12:59 PM
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In Reply To: nipper's post @ Dec 5 2019, 11:57 AM

Well done smile.gif



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The herd instinct among forecasters makes sheep look like independent thinkers. Edgar Fiedler

If the freedom of speech is taken away then dumb and silent we may be led, like sheep to the slaughter. George Washington
 
nipper
post Posted: Dec 5 2019, 11:57 AM
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Posts: 6,941
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In Reply To: blacksheep's post @ Dec 5 2019, 11:20 AM

bought in yesterday 75c smile.gif



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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
 
blacksheep
post Posted: Dec 5 2019, 11:20 AM
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In Reply To: blacksheep's post @ Nov 22 2019, 03:12 PM

Calix-led Consortium to be awarded €16m (A$26.5m) in funding for the commercial scale-up of its CO2 capture technology, as the EU declares a “climate
emergency”


QUOTE
Sydney, Australia | December 5, 2019 – Calix Limited (ASX: CXL ‘Calix’ or ‘the Company’) is pleased to
announce that a European Consortium it has assembled is to be awarded €16m from the European Commission.
The grant will fund the construction of a 100,000 tonne per annum (TPA) input capacity processing plant that
aims to demonstrate, at commercial scale, the ability to radically reduce CO2 emissions from the lime and cement
industries – large global emitters of carbon dioxide.

The funding for the substantial scale-up of Calix’s LEILAC (Low Emissions Intensity Lime And Cement)
technology, based upon Calix’s patented direct separation “calcination” (kiln), is highly-significant and comes just
days after the European Parliament declared a climate emergency, ratified a reduction target of 55% of
greenhouse gas emissions by 2030, and committed to net zero CO2 emissions by 2050. Commencement of the
funding is subject to finalising standard agreements with the European Commission (“Grant Agreement”) and
consortium members (“Consortium Agreement”) over the next few months.

The Calix-led consortium commercial demonstration project will be known as LEILAC 2, and is a €25m project
with €16m provided by the Horizons2020 program and €9m in industry contributions. Calix will commit up to €3m
in resources, post front-end engineering and design, into the construction phase from around 2022. LEILAC 2
will be around four times the size of LEILAC 1
, a 25,000 TPA capacity CO2 separation pilot plant currently
undergoing testing at the HeidelbergCement facility in Lixhe, Belgium. LEILAC 2 will be hosted on a European
cement facility and the project, including design, construction, commissioning and extensive test runs, has an
expected completion date of 2025.


Joining Calix and HeidelbergCement in the LEILAC 2 consortium are industry partners Cimpor-Industria De
Cementos, SA., Lhoist, Port of Rotterdam and IKN GmbH, as well as research partners including the Centre for
Research and Technology Hellas (CERTH), the Federal Institute for Geosciences and Natural Resources (BGR),
Polytechnic University of Milan (Polimi), ENGIE Laborelec and the Royal Belgian Institute of Natural Sciences.
LEILAC 2 project objectives include:

• Construction of a 100,000 TPA demonstration plant that will aim to capture around 20% of a full-scale
cement plant’s process CO2 emissions, equivalent to 100% of a large lime kiln’s process emissions, for
minimal energy penalty other than compressing the CO2.

• Successful demonstration of up to a four-times scale-up of the technology for around twice the capital cost
of the LEILAC 1 facility, confirming cost-efficient CO2 capture for the lime and cement industries.

• Prove the effective retrofit and full integration of the technology into a cement plant’s operations.
Demonstrate the efficiency and stability of the complete cement-kiln process and high-quality clinker output
when integrating Calix’s CO2 separation technology.

• Showcase a modular, replicable, retrofit design for accelerated commercial deployment that delivers flexible
scalability for varying operation size and configurations, agility to adopt the technology and decrease
emissions progressively, and a broad range of options for captured CO2 utilisation and sequestration. These
factors can eliminate the need for large capital expenditure and significant asset write-downs.

• Demonstrate the operation of direct separation kilns for lime and cement using renewable sources of energy
such biomass and renewable sources of electricity, bringing the running of the plant to net zero CO2
emissions and enabling a move away from high-carbon emitting gas or coal-fired plants.

• Enable lime and cement kiln processing plants with a cost-efficient solution to effectively use intermittent
renewable energy sources, with rapid ramp up/down rates leveraging electricity and load balancing
techniques for grid stability.

Phil Hodgson, Calix’s CEO said “We are thrilled to announce the successful application for funding for a
significant scaling up of the LEILAC project from the European Commission and our industry partners. We believe
Calix’s direct separation kiln technology platform has the potential to play a transformational role in helping the
cement and lime industries reduce CO2 emissions and achieve net zero emissions by 2050, in line with the recent
decision by the European Parliament to legislate this ambitious target.”

Jan Theulen, Director Alternative Resources at HeidelbergCement said “Two thirds of a cement plant’s CO2
emissions comes unavoidably from processing limestone in traditional kilns. However, the LEILAC 1 project has
already demonstrated it’s possible to capture these CO2 emissions. This capability, when fully tested and
commercialised, will help our industry achieve its emissions reduction targets. We are very pleased to continue
our strong partnership with Calix and the consortium members as we work together to advance and expand the
development of this unique technology.”

Calix and HeidelbergCement will be hosting the ‘Innovation in Industrial Carbon Capture Conference 2020” in
January 2020 which will bring together the latest knowledge in the industrial application of carbon capture
technology and share key learnings from LEILAC 1 with around 200 delegates. Keynote speakers include highlevel representatives from the European Commission, industry-leading organisations and associations, the
European Climate Foundation, and the German Academy of Science and Engineering.

LEILAC 2 represents a significant and substantial move toward the commercialisation of Calix’s patented direct
carbon separation technology at the industrial level on a significant operational scale. Importantly, the consortium
will involve a seamless collaboration of large-scale industry

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The herd instinct among forecasters makes sheep look like independent thinkers. Edgar Fiedler

If the freedom of speech is taken away then dumb and silent we may be led, like sheep to the slaughter. George Washington
 

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blacksheep
post Posted: Nov 22 2019, 03:12 PM
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In Reply To: nipper's post @ Nov 22 2019, 02:56 PM

Testing is ongoing - up to 2 years before they can demonstrate it works - that's my understanding - here's the FAQ sheet - https://www.project-leilac.eu/faq

QUOTE
LEILAC is a 5-year project starting in 2016 with front-end engineering and design. Assuming design, approvals and permitting go to plan, construction should commence during late 2017. The pilot plant should be ready for operation during 2019 and will be test run for up to 2 years to demonstrate the technology.




--------------------
The herd instinct among forecasters makes sheep look like independent thinkers. Edgar Fiedler

If the freedom of speech is taken away then dumb and silent we may be led, like sheep to the slaughter. George Washington
 
nipper
post Posted: Nov 22 2019, 02:56 PM
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Posts: 6,941
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In Reply To: blacksheep's post @ Nov 22 2019, 02:27 PM

You say
QUOTE
if the pilot plant is successful, one would imagine there is a ready market..

and Calix says:
QUOTE
Since 1990, the largest multinational cement companies have reduced their CO2 emissions by 20-25 percent. They have done so by improving energy efficiency and using waste-derived fuels and raw materials, as well as replacing the energy-intensive clinker by other constituents in cement or concrete.

But in order to reach the EU’s emissions reductions targets by 2050, carbon capture technologies need to be applied to the majority of cement plants, and Calix’s technology is uniquely placed to support the industry to achieve these targets in a timely, effective and efficient manner.

Has CXL got the magic ingredient?



--------------------
"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
 
blacksheep
post Posted: Nov 22 2019, 02:27 PM
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Posts: 6,791
Thanks: 2305


In Reply To: nipper's post @ Nov 22 2019, 10:40 AM

Have a listen to this video produced by the BBC - helps to understand the scale of the cement "problem" world wide. The video includes some info on the Low Emissions Intensity Lime & Cement (LEILAC) project pilot plant which has CXL's direct separation technology.integrated into Heidelberg Cement's cement plant in Belgium. LEILAC consortium is led by technology provider Calix, and comprises HeidelbergCement, CEMEX, Tarmac, Lhoist, Amec Foster Wheeler, ECN, Imperial College, PSE, Quantis and the Carbon Trust. It is supported by CEMBUREAU, ECRA, and EuLA. Chemical multinational Slovay also recently joined the consortium https://www.solvay.com/en HeidelbergCement, is one of the world’s largest building materials companies. With the takeover of the Italian cement producer Italcementi, HeidelbergCement became the number 1 in aggregates production, number 2 in cement, and number 3 in ready-mixed concrete. https://www.heidelbergcement.com/en/company So, if the pilot plant is successful, one would imagine there is a ready market. right there.

The LEILAC consortium have received funding from European Commission through the. Horizon 2020 research and innovation programme €12M, grant. The consortium members are contributing another €9M,
https://www.project-leilac.eu/latest-news

The concrete cleaners - People Fixing the World
Making concrete produces significant carbon emissions, but one company has devised a way of locking carbon dioxide inside the material instead of releasing it into the atmosphere.

https://www.bbc.co.uk/programmes/w3csz1ns

That's just one of their projects - https://www.calix.global/what-we-do/
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--------------------
The herd instinct among forecasters makes sheep look like independent thinkers. Edgar Fiedler

If the freedom of speech is taken away then dumb and silent we may be led, like sheep to the slaughter. George Washington
 
nipper
post Posted: Nov 22 2019, 10:40 AM
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Posts: 6,941
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Was reading that the cement/ concrete industries are targets as emissions are high, and hard to limit per unit of output.

Calix has a new kiln, in prototype form and undergoing tests. Emissions are pure CO2, which lends itself to capture. I wonder if this will catch on?



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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
 
 


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