Zeotech Limited · ASX:ZEO
Zeotech — Gold Coast Investment Showcase 2025
27 slides from Zeotech's conference presentation, Jun 25, 2025
Slide 1: AusPozz Project Preliminary Feasibility Study
For personal use only AusPozz Project Preliminary Feasibility Study Gold Coast Investment Showcase June 2025 ASX: ZEO www.zeotech.com.au 1
Slide 2: Disclaimer
Disclaimer These Presentation Materials are for information purposes only. They do not comprise a prospectus, product The Company confirms that it is not aware of any new information or data that materially affects the information disclosure statement, or other offering document under Australian law
Slide 3: What is AusPozz?
What is AusPozz ? High-Reactivity Metakaolin For personal use only 700-750°C Toondoon Low-Carbon AusPozz Kaolin Concrete AusPozz High Reactivity Metakaolin (HRM) • Metakaolin is a Manufactured Pozzolan - the secret of 2000-year-old Roman concrete1 • AusPozz can replace up to 40%2 of Ordinary Portlan
Slide 4: AusPozz Preliminary Feasibility Study
AusPozz Preliminary Feasibility Study Strong business case validated by robust technical and financial characteristics For personal use only Nameplate production of 300,000 tpa $406m NPV 42% IRR AusPozz from Train 1, and the manufacturing site offers scope for Train The Project has delivered a rob
Slide 5: Key Project Parameters
Key Project Parameters Compelling financials achieved from the Company’s high-grade kaolin and simple processing For personal use only Parameter Unit Result Mine Plan Life of Mine (LOM) Years 20 Stripping Ratio (waste:ore) tdry 0.3:1 Mineral Resource supporting the LOM¹ Mt 10.87 Production Summary D
Slide 6: Bundaberg Port – Strategically Compelling
Bundaberg Port – Strategically Compelling Bundaberg Port offers transport optionality, utilities, and future renewables access For personal use only • LOI signed with Gladstone Port Corporation for a 7.88ha site at Bundaberg Port1 • State Development Area zoning with access to infrastructure, utilit
Slide 7: CapEx and OpEx – AusPozz Production
CapEx and OpEx – AusPozz Production Estimate PFS accuracy of +/- 25% across Project inputs For personal use only Early cash flows from DSO Kaolin operations reduce the capital requirement to approximately $95m, including all Project working capital needs Capital Cost Summary1 A$M Baseline Operating
Slide 8: Compelling Financials Driven by Simplicity
Compelling Financials Driven by Simplicity Conventional cost-effective flowsheet underpinned by ultra-high purity natural kaolin For personal use only • Australia’s highest-grade known raw ore kaolin resource offers a cost-effective approach to high-reactivity metakaolin production, AusPozz , and a
Slide 9: 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 footprint covering 28,000ha¹ • Company ownership of 682ha of freehold land • 10.9Mt JORC (Measured 4.03Mt, Ind
Slide 10: AusPozz Project Future Expansion
AusPozz Project Future Expansion Potential scope for future Train 2 expansion, further improving economics and Net Zero impact For personal use only Train 1 Potential Train 2 Approximately 8 ha Bundaberg Port area site provides the potential for future expansion AusPozz production to 600,000 tpa wit
Slide 11: Market Opportunity - AusPozz
Market Opportunity - AusPozz 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 • I
Slide 12: Significant Carbon Emissions Avoided
Significant Carbon Emissions Avoided Nameplate AusPozz production has a huge decarbonisation impact on the built environment For personal use only The application of the nameplate annual AusPozz production in low-carbon concrete would avoid carbon emissions by an estimated 229,800 tonnes CO₂-e per y
Slide 13: Market Opportunity – DSO and Cosmetic Kaolin
Market Opportunity – DSO and Cosmetic Kaolin MOU in place with one of the world's leading independent bulk raw material trading companies For personal use only MSI presents a fast-track revenue opportunity • MOU establishes the framework to negotiate • MoU signed in May 20251 with Jiangsu Mineral So
Slide 14: 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 15: Indicative Project Delivery Timetable
Indicative Project Delivery Timetable The Company intends to transition to a Definitive Feasibility Study (DFS) scheduled to commence in Q3 2025 For personal use only 15
Slide 16: Corporate Overview
Corporate Overview $129m $2.29m $0.07 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 17: Appendices
For personal use only Appendices
Slide 18: AusPozz offers multiple technical advantages
Appendix 1 AusPozz offers multiple technical advantages Lower carbon footprint and material strength, heat, and shrinkage performance benefits1 For personal use only Increased Reduced Strength Alkali-Silica Durability Shrinkage (UCS and Modulus) Reaction • Circa 79% reduction in embodied carbon vs c
Slide 19: Independent Testing
Appendix 2 Independent Testing Impressive performance across key concrete metrics1 For personal use only 40MPa Unconfined Compression Strength (MPa) 40MPa Shrinkage (Microstrains) 90 1000 80 900 800 70 700 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 Aver
Slide 20: Statement of Compliance
Appendix 3 Statement of Compliance For personal use only Competent Persons Statement (Mineral Resources) The information in this announcement that relates to Mineral Resources is based on information compiled by, or under the supervision of, Mr Graham Rolfe, a Competent Person who is a Fellow of the
Slide 21: Modifying Factors
Appendix 4 Modifying Factors Criteria Commentary For personal use only Mineral Resources • The AusPozzTM Project PFS was based on the June 2025 Mineral Resource Estimate prepared by a Competent Person – Mineral Resources (Graham Rolfe) that updates the 2022 Mineral Resource Estimate, prepared by Aus
Slide 22: Modifying Factors
Appendix 4 Modifying Factors Criteria Commentary For personal use only Cut-off Parameters (cont.) • ≥ 35% alumina and ≥ 1.0% iron and < 5% iron = AusPozz Feed • The economics of each scheduling ore block were evaluated considering the following parameters: product prices, operating costs, process yi
Slide 23: Modifying Factors
Appendix 4 Modifying Factors Criteria Commentary For personal use only Metallurgical factors or assumptions • AusPozz meets AS 3582.4:2022 standards for manufactured pozzolans. (cont.) • Further large-scale vendor trials, feed variability, material flow properties and product performance studies are
Slide 24: Modifying Factors
Appendix 4 Modifying Factors Criteria Commentary For personal use only Economic (cont.) • Cost areas include mining, logistics, processing, labour, gas, power, fuel, water, maintenance, consumables, QA/QC, indirect personnel, and general & administration. • Utility costs are based on quoted budget p
Slide 25: Modifying Factors
Appendix 4 Modifying Factors Criteria Commentary For personal use only Legal (cont.) • Kalotech is the owner of the freehold land (Lot 1 SP331858) of approximately 682 hectares, which covers the whole of the ML and overlaps the adjacent EPMs. • Legal compliance with Queensland and Commonwealth laws
Slide 26: Modifying Factors
Appendix 4 Modifying Factors Criteria Commentary For personal use only Classification • No Ore Reserve has been declared at this stage due to unresolved mining, processing, and metallurgical-related Modifying Factors. • The economic analysis within the PFS is based solely on Measured and Indicated R
Slide 27: 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