Is Calix the real deal or a green trap?
Hi James,
I love the info you produce and my portfolios are running well with your guidance. I don't necessarily follow your recommendations but the one that struck me the other day was a company called Calix (CXL). They may be able to make cement with their technology but it will never compete with the very large coal fired rotary kilns around the world . The rotary kilns in Australia are struggling to be competitive at the moment and I cannot see how their vertical kilns could ever compete. A component of cement is fly ash which is coal ash. Where is their fly ash coming from? Are you being clouded by the companies green credentials in this recommendation?
Geoffrey S