CXL 0.74% $1.37 calix limited

Great company presentation today from the parts I saw. Will go...

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    Great company presentation today from the parts I saw. Will go through it more tomoz. Looks like an impressive team they are putting together. Extremely happy with our CEO.

    Few takes that impressed me……

    The water business has huge scope in the US and I was very impressed with the main chap over there who spoke. 17m rev could grow quickly into 100m rev in the next few years from the US. I guess this is the least exciting business and has huge potential.

    The fact the CEO of Pilbara spoke on holidays says a lot also. He obviously believes in the tech they are producing with CXL.

    Marine coating being tested by the government/navy but not disclosed yet. Geez big market. If it’s good enough for the Navy….

    Next gen batteries….sodium skunkworks….So many shots on goal and tail winds. Potential to be an Australian unicorn.
 
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