Some excellent progress & detail here BUT interestingly only a passing mention of the direct air capture deal ?
I guess it is early days yet in the development to 1 billion tpa by 2035 @ US$3 per ton to CXL !!
So many massive possibilities here, ZESTY is my 'near term' favourite as there is so much action in the green steel space but no one seems much interested in ESG companies ATM or investing in the long game to clean up some of the mess we are making.
I suppose everyone is just going to head off to Mars with Eelman when the time comes & live a virtual reality AI life in some Mars suburban dream !!
Ann: Calix 1H FY24 Investor Presentation, page-7
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