Calix Managing Director and CEO Phil Hodgson joins host Simon Hinsley on the Vantage Point Podcast to discuss the company’s progress, the growth of its water treatment business and the breadth of opportunities enabled by Calix’s platform technology.
In a wide-ranging conversation, Phil reflects on Calix’s journey since its IPO and the company’s development through changing market conditions.
He discusses the turnaround in Calix’s water treatment business, including the growth of its US magnesium hydroxide operation to $3.8 million in EBITDA after reaching critical mass, and the significant market opportunity still ahead.
Phil also provides an update on Zesty, and how Calix’s indirectly heated platform technology is applied to iron ore, why Rio Tinto backed the project, the recently announced hydrogen supply partnership and the remaining steps before the Kwinana demonstration project can move to a final investment decision.
The conversation also examines Calix’s partnerships with major industrial companies, including Adani, and why Phil believes the market may be viewing Calix too narrowly as a clean technology company rather than recognising the broader value of its platform technology.
Watch the full episode of Undervalued and underrated: Calix’s case for a re-rate.
