Zeotech Limited · ASX:ZEO
Zeotech — RIU Conference Sydney 2025
14 slides from Zeotech's conference presentation, May 7, 2025
Slide 1: AusPozz making better low-carbon concrete
For personal use only AusPozz making better low-carbon concrete RIU Conference Sydney 7th May 2025 ASX: ZEO www.zeotech.com.au
Slide 2: Disclaimer
Disclaimer These Presentation Materials are for information purposes only. They do not In addition, neither Zeotech nor any of its subsidiaries, directors, employees, comprise a prospectus, product disclosure statement, or other offering document shareholders nor any other person shall have liabilit
Slide 3: Investment Highlights
Investment Highlights First Mover Advantage Near Term Large-Scale Resource For personal use only Becoming Australia’s first commercial producer of Approved Mining Lease on company-owned freehold Ultra-high purity kaolin¹ with easy access to two Metakaolin, a Supplementary Cementitious Material land
Slide 4: What is AusPozz?
What is AusPozz ? High-Reactivity Metakaolin For personal use only Toondoon Low-Carbon AusPozz Kaolin Concrete AusPozz High Reactivity Metakaolin (HRM) • Manufactured Pozzolan - the secret of 2000-year-old Roman concrete1 • Produced by heating pure kaolin to about 700-750°C • It can partially replac
Slide 5: AusPozz offers multiple technical advantages
AusPozz offers multiple technical advantages Lower carbon footprint and material strength, heat, and shrinkage performance benefits1 For personal use only Increased Reduced Flexural strength Sulphide Chloride Heat and abrasion resistance penetration differential resistance • Circa 79% reduction in e
Slide 6: Toondoon Kaolin Project
Toondoon Kaolin Project Australia’s highest-grade known raw ore kaolin resource held under an approved Mining Lease For personal use only • Approved Mining Lease (ML 80126) • Huge tenements covering 28,000ha¹ • Company ownership of 682ha of freehold land • 14Mt JORC (Measured 4.85Mt, Indicated 8.21M
Slide 7: AusPozz Project
AusPozz Project Bundaberg Port offers transport optionality, utilities, and future renewables access For personal use only • Preliminary Feasibility Study (PFS) for AusPozzTM manufacturing well advanced • LOI signed with Gladstone Ports Corp for a 7.88ha site at Bundaberg Port1 • State Development Z
Slide 8: Market Opportunity
Market Opportunity Legislated emission reduction targets set to drive SCM demand for low carbon concrete For personal use only The Size of the Target Sector Collaboration Partner • Cement production – 8% of global CO2 emissions1 • Holcim Australia – MoU signed Oct 2024, offering future • Immediate a
Slide 9: Commercial Pathways
Commercial Pathways Immediate low-carbon concrete market and medium-term low-carbon cement potential For personal use only Now Short-Term Medium-Term Direct Shipping Ore (DSO) sales Produce and sell AusPozz Produce and sell AusPozz to blend with of kaolin raw ore for low-carbon concrete clinker to m
Slide 10: AusPozz Technical Progress
AusPozz Technical Progress High-Performance Supplementary Cementitious Material For personal use only Holcim Australia (MOU) Achieved proof of concept 1 Test results significantly (25% replacement) exceeded expectations Supplied more than 2 tonnes of Planning major live trial using AusPozz for testi
Slide 11: Independent Testing
Independent Testing Impressive performance across key concrete metrics1 For personal use only 40MPa Unconfined Compression Strength (MPa) 40MPa Shrinkage (Microstrains) 90 1000 80 900 70 800 700 60 600 50 500 40 400 30 300 20 200 10 100 0 0 7 day (MPa) 28 day (MPa) 56 day (MPa) 7 Day Average 14 Day
Slide 12: Near Term Value Drivers
Near Term Value Drivers Multiple catalysts pending in a major market advancing low-carbon concrete Toondoon DSO Kaolin AusPozz High Reactivity Metakaolin For personal use only Completed test pit and engaged mining engineer and consultants for Secure industry collaboration to progress low-carbon conc
Slide 13: Corporate Overview
Corporate Overview $166m $2.29m $0.09 1.85Bn 2.5c-10c For personal use only Market Cash at bank Share price Shares on issue 52-week range capitalisation (31 Mar 2025) Board & Management Sylvia Tulloch Peter Zardo Shane Graham Rob Downey James Marsh Non-Executive Chair Managing Director Executive Dir
Slide 14: For Further Information
For Further Information James Marsh Chief Executive Officer For personal use only (+61) 7 3181 5523 james.marsh@zeotech.com.au Level 1, Brisbane Technology Park, 7 Clunies Ross Court, Eight Mile Plains, Queensland 4113, Australia Investor Relations Peter Taylor NWR Communications peter@nwrcommunicat