Cleantech business Carbonxt's (CG1) new deal

THE MORRISSEY EXCHANGE, SHAW AND PARTNERS: Podcast #47: Cleantech business Carbomxt’s (CG1) new deal

This is our second discussion with Carbonxt CEO, Warren Murphy. CG1 recently announced a new joint venture with Kentucky Coal Processing (KCP) where KCP’s facility and coal will be used to create Granular Activated Carbon (GAC) utilising the CG1 AC technology.

Their target market is the highly lucrative treatment of US drinking water and removal of PFAS or per-and polyfluoroalkyl substances; otherwise known as forever chemicals.

Recent EPA regulation changes will require the removal of PFAS from drinking water and has created a growing market opportunity, currently estimated to be worth US$600m.

Global Fixed Interest

THE MORRISSEY EXCHANGE, SHAW AND PARTNERS: Podcast #46: Global Fixed Interest. Every dog has their day

In a global economic environment where inflation has jumped with zeal, dragging interest rates along with it, the opportunity for justifiable exposure to fixed interest investments has emerged for the first time in a number of decades.

Australian Super’s CIO Mark Delaney recently commented that they hold an 18% exposure to bonds, up 70% on last year.

US Treasuries, Australian Treasuries, corporate bonds, hybrids, fixed (and floating) interest investments are ripe; its their time in the sun. This follows 2022, the single worst ever year for investing in US Treasuries since 1872.

This week we interview Mr Michael Leithead, Head of Fixed Income and Portfolio Manager at EFGAM.