SRL – Sunrise Energy Metals Limited
http://www.asx.com.au/asxpdf/20120627/pdf/42723hlv06wg4v.pdf
Some info on CLQ.
The Company is the Australian leader in providing solutions that reduce air pollution by odorous, toxic and greenhouse gases
The Company is introducing world leading, patented technologies that reduce water pollution by removing salts and toxic materials in groundwater, coal waters, mining waters and wastewaters
The Company has developed, patented and proven world leading technologies that extract, purify and recover valuable metals from ores and sludge in the mining and mineral processing industries
AIR
Biofilter, OdorTeQ ® BioTrickling Filter, Clean RTO – Regenerative Thermal Oxidiser
This division has been the core business of the Company since 1990 providing world’s best biotechnology and
thermal based air purification solutions for odours, toxics and greenhouse gases for municipal authorities and
industries.
Over 150 plants designed and built in Australia and with the growth in Asia the technology can be applied to an
increasingly aware Asian marketplace.
WATER
Continuous Ionic Filtration™, CIF™, High Recovery Reverse Osmosis, HiROx™
This division has developed an innovative suite of technologies for the desalination of brackish water and the
purification and recycling of wastewater to produce high quality water for reuse.
The technology suite has been developed to overcome the inadequacies of conventional water treatment when applied to “dirty or difficult” water sources.
The technology suite aims to exceed the benchmarks for cost, operations, water recovery and brine production
MINING
Clean-iX ® Metal Recovery from Wastes, Leach Solutions and Leach Pulps
The patented Continuous Ion Exchange Technology, Clean-iX ® aims to be the most cost-effective and environmentally sustainable route for the extraction and purification of metals.
This technology uses specific ion-exchange resins in specially-designed equipment to recover important and
valuable metals such as precious metals, base metals, light metals, rare earths and uranium.
Revenue Model includes:
Project based fees
–Delivery of engineered air, water & metal extraction plants
Licence fees
–Fee for the use of its IP for a Field and within a Territory
–Fields
»Air-based IP for Biotechnology and Thermal Air Pollution Control
»Water-based IP for Continuous Ionic Filtration™ Water Treatment
»Mining-based IP for Clean-iX ® Metal Extraction and Purification
–Territories
»Australia
»Japan
»Future territories include North America, South America, China, India
Service Fees
–Fee for service from licencees and joint ventures
Royalties
–Percentage of sales based on its IP
Build, Own and Operate
–Associated Water revenue model
Developments in FY12
FY12 revenue is forecast at ca. $14m, EBIT ca. $1.0m and NPAT ca. $0.7m
Joint Venture Company, Associated Water Pty Ltd (AWPL), commenced with Nippon Gas, Japan
Sold two 2MLD CIF™ plants (value $2m) to Queensland Gas Company
In advanced discussions with a major global mining services company
In advanced discussions with Nippon Gas in Japanese market
FY13 Targets
Air Division
Revenue target of $11m+ for FY13. Already has a strong pipeline of projects under contract.
Negotiate a Licence / JV with Asian partner for delivery of air technologies into Asia and Middle East.
Water Division
Conclude negotiation with major mining services company on water in mining market partnership.
Revenue target for “water in mining applications” of $7m+ in FY13
Commenced discussions and negotiations for technology licence in water technologies for the China and USA regions
Mining Division
Investigate opportunities for technology to add value to stranded resources
Associated Water
3+ mobile and modular water treatment plants servicing the coal seam gas market and treating up to 5MLD
Commercialisation and introduction of brine evaporation / crystallisation technology
Japan Joint Venture
Complete the successful demonstration of precious / light metal extraction technology from waste sludge
Licence negotiated on air and water suite of CLQ technologies for Japan region
Licence negotiated on precious / light metal extraction technology for Japan region
Revenue Mix
•Target revenue growth of 50%+ in FY13
•Increasing air revenue but decreasing as a percentage of the overall revenue
•Increasing water revenue in line with water service model
•No mining revenue is predicted at this time however success in this sector represents a significant upside potential
•Licence revenue is variable depending on countries targeted and type of licence
•Royalty revenue increasing in line with cumulating licences being granted globally
There is eleventy plenty more information in the presentation. What are others thoughts on CLQ’s business model and future prospects in an increasingly polluted world?
