Summary of Birchtech Corp Conference Call Company Overview - **Company Name**: Birchtech Corp (OTCPK:BCHT) - **Industry**: Clean coal and clean water technologies - **Core Business**: Development of activated carbon technologies for contaminant removal from air and water [2][3] Key Points Financial Performance - **Revenue**: Expected revenues of over $268 million in the near term [3] - **2025 Revenue Estimate**: $18 million [6] - **Revenue Run Rate**: Potential to ramp to about $40 million by the end of 2026 [6] - **Gross Margins**: Approximately 30% [6] Market Opportunities - **Clean Air Technologies**: - Established core business reducing mercury emissions, with over 80% of U.S. power plants using their process [2] - Anticipated growth in 2026 [4] - **Clean Water Technologies**: - New entrant in the multi-billion-dollar market for PFAS removal, with 50% of U.S. states adopting PFAS limits [3][5] - Expected to develop significant business by 2030 [5] Intellectual Property and Legal Matters - **Patents**: 33 total patents with new provisional patents for water business [3] - **Legal Claims**: Secured $35 million in license agreements from infringement claims [3] - **Jury Verdict**: Awarded $57 million for willful infringement, with a pending request for $160 million in final judgment [4][8] Growth Strategies - **Water Treatment Facilities**: Planning to open reactivation facilities by the end of 2026 [5] - **New Technologies**: Launching new activated carbon technologies with commercialization expected early next year [9] - **Consulting Services**: Providing testing and consulting services to municipalities for PFAS compliance [10][12] Regulatory Environment - **EPA Regulations**: New regulations for PFAS compliance expected, with 27 states actively pursuing PFAS capture [3][21] - **Impact of Regulations**: Anticipated growth in business as utilities prepare for compliance [21] Future Outlook - **Uplisting Plans**: Targeting uplisting to a major U.S. exchange by early 2026 [15][22] - **Long-term Growth**: Expectation that water treatment revenues could rival air business revenues by the end of 2026 [19] Additional Insights - **Community Impact**: 90% of the U.S. population affected by PFAS, with significant community contamination [11] - **Market Demand**: Increasing demand for affordable water purification technologies [10] Conclusion Birchtech Corp is positioned for significant growth in both air and water treatment sectors, driven by strong market demand, regulatory changes, and a robust intellectual property portfolio. The company is actively pursuing legal claims to enhance its financial position while preparing for future market opportunities in water treatment.