Birchtech (OTCPK:BCHT) Conference Transcript

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.