Zeotech (ZEO) Noosa Mining Conference 2026 summary

Investment highlights and resource overview

• Large-scale, high-purity kaolin resource with simple, low-risk mining and processing in a stable Australian jurisdiction, fully granted mining lease, and environmental approval.

• Resource purity enables 100% recovery, direct shipping, and high-margin offtake agreements, including a $200m binding DSO kaolin deal with Jiangsu Mineral Sources International.

• Adjacent to deep water ports and Bundaberg Port, facilitating efficient logistics, export potential, and agreements for manufacturing and storage facilities.

• Market capitalisation of $159m, cash position of $10.73m, and 2.01bn shares on issue.

• Board and management team with deep experience in mineral processing, corporate finance, and building materials sectors.

Product innovation and market opportunity

• AusPozz™ can replace up to 50% of cement binder in concrete, validated by independent trials and life cycle analysis showing up to 80% lower carbon footprint and 79% reduction in embodied carbon.

• Independently verified performance includes 95% improvement in durability and significant reduction in shrinkage and cracking.

• Proven ability to replace 20–50% of cement in the Australian concrete market, with major industry partners engaged in testing and commercialization.

• AusPozz™ meets existing concrete standards, replaces imported minerals, and enables substantial cost savings and productivity improvements in construction and mining.

• The global SCM market is forecast to reach $40bn by 2030, with Asia-Pacific as the fastest-growing region and Australian government emissions limits driving demand.

Commercialization, partnerships, and financials

• Strong engagement from major industry players, including Cement Australia, Holcim, Heidelberg, Laing O'Rourke, Boral, Adbri, and Bisley, supporting commercialization and market access.

• Pre-feasibility study supports a 20-year life of mine, 300,000 tpa AusPozz™ production, NPV of $406m, IRR of 42%, EBITDA of $1.6bn, and payback period of 2.1 years.

• DSO kaolin operations offer low capital expenditure, rapid payback, and average margins above 45%, with near-term cash flow expected.

• Multiple commercialization pathways: direct shipping, in-house production, and joint ventures for blended cement.

• Over 229,800 tonnes of CO2-e could be avoided annually by replacing cement with AusPozz™.