Zeotech (ZEO) Investor update summary

Industry overview and context

• Heavy construction materials sector in Australia generates AUD 15 billion annually and employs about 110,000 people.

• CCAA represents about 90% of the industry, including major national and associate members.

• Associate members provide essential equipment, technology, and services supporting innovation and sustainability.

Project overview

• Holds Australia's highest-grade known raw ore kaolin resource under an approved mining lease, with 10.9Mt JORC kaolin resource and ultra-high purity suitable for metakaolin production.

• Mining is simple open-cut with minimal overburden, located on 682ha of freehold land in Queensland.

Innovation in low-carbon concrete (AusPozz)

• AusPozz, a high-reactivity metakaolin, is produced from a rare, high-purity kaolin resource in Queensland.

• Enables up to 50% replacement of Portland cement, with up to 65% strength increase and up to 79% lower embodied carbon in concrete.

• Demonstrates over 50% strength gain and 50% reduction in shrinkage in independent trials, with improved durability and fire resistance.

• Commercial trials show elimination of temperature and compaction issues, reducing the need for ice and chilled water in large pours.

• Multiple commercial-scale trials and successful demonstration of 50% AusPozz mix design and large-scale concrete pumping.