Summary of Birchtech Conference Call - October 09, 2025 Company Overview - **Company**: Birchtech (OTCPK:BCHT) - **Industry**: Clean Air and Clean Water Technologies Key Points Regulatory Environment - Strong regulatory support from MATS regulations and water purification regulations being adopted at state and national levels [1][2] Growth Opportunities - Three main growth areas identified: expanding business, defending intellectual property, and growth in clean water technologies [1] - Clean air business is expected to grow with settlements from power plants using Birchtech's technology [1][3] Intellectual Property and Legal Matters - Significant patent value in clean air technologies, with $35 million collected and a request for $160 million in final settlement from a federal court case [2][4] - Ongoing litigation with settlements expected in the coming months, with a strong track record of favorable outcomes [4][5] Clean Water Technologies - Expertise in granular activated carbon (GAC) seen as a key growth area, with over 50% of states adopting PFAS limits, creating a multi-billion dollar market opportunity [2][5] - Plans to build a reactivation facility expected to be operational by the end of 2026 [3][6] Financial Projections - Revenue run rate could reach upwards of $40 million by the end of 2026, with a base estimate of $18 million for 2025 [3][4] - Projected profit margins for GAC expected to be between 30% to 50% [6] Market Positioning - Birchtech is well-positioned to lead in solutions for PFAS and PFO pollution, with a focus on cost-effective water purification technologies [7][9] - The company has established analytical labs and design centers to support utilities in meeting regulatory requirements [9][12] Upcoming Catalysts - Anticipation of final judgment from the U.S. federal court by the end of the year, with a jury award of $57 million [12][13] - First commercial sales in the water treatment market expected in Q4 2025, with a solid sales pipeline [13][24] Strategic Initiatives - Plans to uplist to a major U.S. exchange, targeting the New York Stock Exchange by the end of the year [14][23] - Increased focus on building relationships with utilities and engineering firms to enhance market penetration [20][24] Environmental Impact - Birchtech emphasizes the environmental benefits of reactivating carbon rather than producing new carbon, significantly reducing emissions [10][11] Conclusion - Birchtech is at a pivotal stage with significant developments expected in the coming months, including new partnerships, product launches, and potential legal settlements [31]

Core Insights - The article provides a comprehensive guide to selecting efficient, economical, and reliable water purifiers, highlighting five distinct brands and offering practical purchasing tips [1] Group 1: Brand Analysis - The five recommended water purifier brands include: - **Jingzuan 501**: Features an 800G capacity with a 2-in-1 composite filter, known for its compact size, low cost, and high efficiency, suitable for daily household drinking [2] - **Angel Nezha 800**: Also has an 800G capacity, equipped with a full-effect reverse osmosis filter, offering long-lasting filtration and stable water output, ideal for large families with high demand [2] - **Qinyuan Little Whale 800G**: This model utilizes the unique "Hengjing Extreme Filter™" technology, designed for areas with poor water quality, featuring smart self-cleaning and leak-proof design [2] - **Midea Baize 800G**: Offers a 5-stage fine filtration system with smart display and app connectivity, appealing to tech-savvy households [2] - **Haier YunJing 800G**: Incorporates a dual water outlet design and fresh water technology, promoting water conservation and low carbon usage for diverse household needs [2] Group 2: Key Parameters and Selection Tips - **Flow Rate (G)**: A higher flow rate (800G and above) ensures faster water dispensing, enhancing user experience [3] - **Filter Technology and Stages**: RO reverse osmosis technology provides thorough filtration; however, the number of stages does not always equate to better performance, with efficient composite filters being the trend [3] - **Waste Water Ratio**: A higher ratio (e.g., 2:1, 3:1) indicates better water conservation and environmental friendliness [3] - **Filter Replacement Cost and Convenience**: Understanding the cost and replacement frequency of filters is crucial for long-term budgeting; ease of replacement is also important [3] - **Additional Features**: Smart indicators for filter replacement, app monitoring of water quality, and dual water outlet designs significantly enhance user convenience [3] Group 3: In-Depth Brand Introductions - **Jingzuan S01**: Known for its innovative 2-in-1 composite filter technology, it combines multiple filtration materials into one, achieving the effect of traditional five-stage filtration while being compact and cost-effective [4] - **Angel Nezha 800**: Recognized for its high filtration precision and durability, it ensures a stable supply of drinking water with low operational noise [5] - **Qinyuan Little Whale 800G**: Features an intelligent automatic flushing function to extend the lifespan of the RO membrane and maintain filter cleanliness [6] - **Midea Baize 800G**: Emphasizes smart home integration, allowing real-time monitoring of water quality and filter lifespan through a mobile app [7] - **Haier YunJing 800G**: Offers a user-friendly design with dual water outlet options, ensuring fresh water availability and energy efficiency [8] Group 4: Recommendations by Usage Scenario - **Compact Apartments/Small Households**: Jingzuan S01 is recommended for its compact design and low operational costs [9] - **High Hardness Water/Old Communities**: Qinyuan Little Whale 800G is ideal for its strong filtration capabilities and smart flushing feature [9] - **Desire for Smart Connectivity and Technology**: Midea Baize 800G is suitable for those who prefer smart appliances and detailed water management [9] - **Large Families/High Water Usage**: Both Angel Nezha 800 and Haier YunJing 800G are excellent choices, with the former being durable and the latter offering energy-efficient dual water modes [9]