#carbonxt

Activated carbon plays a critical role across water treatment, PFAS removal and industrial emissions. Carbonxt (ASX: CG1) is positioning for a bigger share of this growing US market.

Latest from CG1:

$4.1M customer receipts in the June quarter, up from $3.3M

52.4% gross margin and $271K positive operating cash flow

Kentucky kiln parts now on-site, with construction targeted for Q3 2026

Kentucky could increase group sales capacity by around 200% and unlock the larger liquid-phase PFAS market

NewCarbon ownership lifted to 49.4%, with US$9.75M invested

Balance sheet restructuring could inject up to $11M and reduce senior debt by around $5M

Why It Matters

US PFAS regulation is strengthening, with nearly US$1B in new funding announced for water utilities.

That creates a strong backdrop for activated carbon demand, with Kentucky potentially becoming Carbonxt’s next major growth catalyst.

Share Price: ~$0.07 | Market Cap: ~$30M

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The region also offers access to skilled manufacturing talent, established industrial utilities, and supportive infrastructure, making it well suited for specialised production facilities requiring continuous operational reliability.

As environmental technology investment continues growing throughout the United States, Kentucky’s industrial ecosystem provides a strong platform for companies seeking scalable manufacturing operations aligned with sustainability objectives.

Carbonxt is advancing its Kentucky activated carbon facility, with replacement kiln parts now on-site and final works progressing toward completion in Q3 2026.

🔎 Key Highlights

Replacement kiln parts have arrived and are being prepared for installation

Kiln manufacturer scheduled to return to complete final electrical works

Construction targeted for completion in the September 2026 quarter

Kentucky is expected to significantly expand Carbonxt’s production capacity

NewCarbon ownership increased to 49.4%, strengthening exposure to the US activated carbon market

Total investment in NewCarbon reaches US$9.75M

Kentucky is positioned to support growth in PFAS filtration, water treatment and industrial applications

📊 Market Snapshot

Share Price: $0.070 Market Cap: $29.89M

🚀 Investor Takeaway

With the Kentucky facility approaching completion, Carbonxt is moving toward a key operational catalyst. Increased NewCarbon ownership and growing demand for activated carbon in US environmental applications add further potential to the company’s growth story.

The countdown to Kentucky production is on. 👀

Visit More:- https://colitco.com/carbonxt-kentucky-kiln-newcarbon-stake/

Most mercury sorbents solve one problem and quietly create another. Carbonxt's non-brominated powdered activated carbon captures mercury from flue gas without the corrosion that comes with brominated products, protecting plant equipment while keeping operators compliant.

🔹 The Product Edge

Non-halogenated, oxidising PAC, so no bromine and no added corrosion risk to air-heaters or downstream equipment

Mercury capture on par with or better than brominated sorbents, so plants don't trade results for protection

Built for US EPA MATS mercury compliance across coal-fired power and cement operations

Corrosion from bromine-based controls is a documented, industry-recognised issue, flagged in EPRI balance-of-plant research, not a marketing line

📈 Why It Matters for Investors

A real product differentiator in a regulated, compliance-driven market where switching costs are high and relationships are sticky

Works across more than one end market, coal-fired power and cement, which widens the customer base

The same non-corrosive platform reaches into the fast-growing PFAS water treatment segment, where Carbonxt's Inez plant in Kentucky is in commissioning

Commercial traction is building through multi-year US supply agreements, including a four-year Reworld Waste PAC deal and orders with Wisconsin Public Service

📊 Market Snapshot Current Price: A$0.070 Market Cap: A$30.33M

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🚀 Carbonxt Group (ASX: CG1) is strengthening its balance sheet while moving its Kentucky activated carbon plant closer to production.

🔎 Quarterly Highlights:

Agreed a restructuring worth up to A$11M to strengthen the balance sheet

Reduced debt pathway of approximately A$5M

Generated A$4.1M in quarterly customer receipts

Delivered positive operating cash flow and a 52.4% gross margin

Kentucky plant nearing commissioning, with production expected to unlock the next growth phase

Long-term customer contract extended on improved pricing

📊 Share Price: $0.076 | Market Cap: $35.96M

📈 With a stronger financial position, growing regulatory demand for PFAS treatment and Kentucky nearing commercial production, Carbonxt is entering a catalyst-rich period with significant growth potential.

Carbonxt delivered a strong June 2026 quarter, agreeing to a transformational balance sheet restructuring while advancing its Kentucky activated carbon facility toward commissioning. With improving cash flow, rising revenues and growing demand driven by US environmental regulations, the Company is entering a catalyst-rich period.

🔎 Key Highlights

Agreed a two-stage balance sheet restructuring worth up to A$11M, with potential to reduce senior debt by approximately A$5M

Reported A$4.1M in quarterly customer receipts, up from A$3.3M in the previous quarter

Achieved positive operating cash flow of A$271K and delivered a strong 52.4% gross margin

Kentucky activated carbon plant moved closer to commissioning, with kiln construction expected to be completed this quarter

Extended a major long-term customer contract on improved pricing, with expected annual revenue from the contract increasing by more than 30%

Continued momentum in the US PFAS market, supported by tightening EPA regulations and increased government funding for water treatment

📊 Market Snapshot

Share Price: $0.076 Market Cap: $35.96M

🚀 Investor Takeaway

Carbonxt has strengthened its financial position while preparing for a major growth phase. With Kentucky nearing production, an improved balance sheet, growing customer demand and favourable regulatory tailwinds, the Company is well positioned to accelerate revenue growth and deliver sustained news flow through FY27.

Read More: https://colitco.com/carbonxt-kentucky-growth-restructure-colitco/

🎥 Carbonxt Limited (ASX: CG1) Unveils A$11M Recapitalisation to Drive Future Growth

Carbonxt Limited (ASX: CG1) has announced a significant recapitalisation initiative aimed at strengthening its balance sheet, reducing debt, and supporting the Company's next phase of growth.

The announcement outlines:

Potential cash injection of up to A$11 million

Net debt reduction of approximately A$5 million

Positive operating cash flow and EBITDA year-to-date

Gross margins exceeding 45%

Kentucky facility expected to increase group sales capacity by more than 200%

A simplified capital structure designed to support future expansion and long-term shareholder value.

🚰 America's PFAS Crackdown Is Creating a Multi-Billion Dollar Opportunity. Carbonxt (ASX: CG1) Is Already There.

As the US tightens regulations on PFAS "forever chemicals" and industrial emissions, demand for activated carbon is accelerating. Carbonxt is supplying the products that help utilities and industries remove contaminants from air and water, positioning the Company at the heart of a structural environmental growth story.

🔎 Why Investors Are Watching Carbonxt

Operates in a US activated carbon market already worth more than US$1 billion, with forecasts pointing to US$2 billion+ as PFAS regulations tighten.

Scaling production capacity to 43,500 tonnes annually by 2027 across three US manufacturing facilities.

Kentucky plant achieved 99% removal of PFOA during treatment trials, validating its technology for PFAS remediation.

Serves multiple end markets including power generation, cement, waste-to-energy, industrial processing and water treatment.

Proprietary non-brominated activated carbon delivers effective mercury removal while reducing equipment corrosion.

FY2025 revenue increased to A$16.2 million, demonstrating continued commercial traction.

Regulatory momentum continues to build, with 11+ US states implementing PFAS standards, creating long-term demand for Carbonxt's products.

📈 Why It Matters

Unlike many early-stage cleantech companies, Carbonxt already has commercial operations, established customers and growing revenue. As environmental regulations become stricter across the US, the Company is positioned to benefit from increasing demand for clean air and clean water solutions.