Zeotech (ZEO) AGM 2026 presentation summary

Corporate snapshot

• Market capitalisation $153m; cash $6.6m as of 30 September 2026; share price $0.075 and 2.05bn shares on issue.

Toondoon Kaolin Project

• 2026 Mineral Resource reached 45.6 Mt, up 124% YoY; Measured and Indicated resource 36.7 Mt, up 100%, with 80% of the resource in those high-confidence categories.

• Theoretical AusPozz feedstock was 29.9 Mt, up 104% on a like-for-like basis; this resource-level estimate is not a mineable inventory or production target.

• Theoretical feedstock includes 3.7 Mt of Inferred Resources and ~43% from Bauxitic and Sandy Kaolin, not included in the PFS feed; suitability requires further metallurgical variability testing.

• Binding MSI DSO offtake covers an initial 5-year rolling term; presentation cites >$200m sales, >45% average margin, <1-year payback and FOB shipping terms.

• 2027 priorities include mine planning, approvals, site and road works, port arrangements, customer qualification and initial DSO mining and bulk exports to MSI, subject to approvals and infrastructure readiness.

AusPozz project

• 2026 progress included MOUs with iCubed, VINCI Construction and Sunstate Cement, plus an extension with Holcim; 2027 focus is converting trials and collaboration into commercial supply opportunities.

• Independent paste-backfill testing, replicated by a major underground mine operator, showed 10–20% lower total binder content in mixes tested, with improved pumpability and potential cost and carbon benefits.

• Trials cite 79% lower embodied carbon versus cement and >50% unconfined compressive strength gain with less cement; claimed benefits also include durability, fire resistance and reduced shrinkage.

• Australian concrete demand is ~30m m³ annually; cement production accounts for 8% of global CO2 emissions, while the Safeguard Mechanism sets declining annual emissions limits through 2030.

• Potential benefits cited include 230–590 kt CO2-e removed annually and ~249 ongoing jobs in Queensland’s Wide Bay Burnett region.