Slide 1: High Reactivity Metakaolin (HRM) for low-carbon concrete
For personal use only High Reactivity Metakaolin (HRM) for low-carbon concrete September 2024 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 Climate-Tech Focus Large-Scale Resource For personal use only Becoming Australia’s first large-scale metakaolin Advancing research and investment in climate tech 14Mt JORC resource¹ of high-purity kaolin proven to producer. Simple and cost-effective proces
Slide 4: Integrated Mineral Processing Tech Company
Integrated Mineral Processing Tech Company Advancing ‘shovel ready’ high-grade kaolin resources and proprietary IP to drive decarbonisation For personal use only High Reactivity Metakaolin Direct Shipping Toondoon High Reactivity SCM for low Ore (DSO) Kaolin Project Metakaolin carbon concrete (Appro
Slide 5: Toondoon Kaolin Project
Toondoon Kaolin Project One of Australia’s highest-grade raw ore kaolin resources held under an approved Mining Lease For personal use only • Approved ML (80126) and two granted Exploration Permits for Minerals (EPM 27395 & 27866) covering 28,000ha and ownership of freehold land of approximately 682
Slide 6: Market Opportunity
Market Opportunity Legislated emission reduction targets set to drive SCM demand for low carbon concrete For personal use only 8% of Global Emissions Superior SCM Cement & Concrete CO2 Emissions Profile Production and use of cement accounts for Metakaolin is considered a user friendly and ~8% of wor
Slide 7: Commercial Pathways
Commercial Pathways Immediate low-carbon concrete market and medium-term low-carbon cement potential For personal use only Now Medium-term What are SCMs?¹ Increase SCM content in concrete using Reduce the amount of clinker in cement by Zeotech HRM and reduce the amount of replacing it with Zeotech H
Slide 8: Zeotech High Reactivity Metakaolin Opportunity
Zeotech High Reactivity Metakaolin Opportunity Superior SCM to meet low-carbon concrete demand For personal use only Toondoon’s high-grade raw kaolin (c. 80-90% kaolinite)¹ enables a Competitive HRM simple and cost-effective process circuit to produce a competitive HRM AusPozz Toondoon raw kaolin ha
Slide 9: High Reactivity Metakaolin Process
High Reactivity Metakaolin Process High-purity kaolinite feedstock delivers simple and cost-effective HRM production For personal use only Lower CapEx Toondoon Time efficient AusPozz Kaolin Lower OpEx Zeotech’s metakaolin processing circuit Kaolin Solar Roll Crush Metakaolin Industry demand Milling
Slide 10: Product Validation
Product Validation Collaboration with Central Queensland University produces HRM For personal use only Strength Activity Index (SAI) for mortar mixes at 7 and 28 days³ Compression strength is primarily expressed using the 28-day SAI factor by 1.6 evaluating the strength of cured mortar blocks made f
Slide 11: Metakaolin Facility Location
Metakaolin Facility Location Transport optionality, utilities, future renewables access and regional funding potential For personal use only Site Selection • Proximity to Toondoon c. 200km (sealed highway) and established road, rail, and sea transport options • Access to infrastructure and utilities
Slide 12: Near Term Value Drivers
Near Term Value Drivers Multiple catalysts pending in a major market advancing low-carbon concrete For personal use only Toondoon Kaolin AusPozz High Reactivity Metakaolin Commence life-cycle analysis to evaluate carbon benefit of ZEO HRM in ✓ CQU cement and mortar trials ✓ cement and concrete Secur
Slide 13: Corporate Snapshot
Corporate Snapshot $51.6m $2.26m For personal use only Market Cash at bank Share price and volume 0.05 90 capitalisation (30 Jun 2024) 0.04 80 $0.03 1.72Bn 0.04 70 Share price Shares on issue 0.03 60 0.03 50 Volume (m) Board & Management Price ($) 0.02 40 Sylvia Tulloch James Marsh Non-Executive Cha
Slide 14: For Further Information
For personal use only For Further Information James Marsh Peter Zardo Chief Executive Officer Managing Director (+61) 7 3181 5523 (+61) 7 3181 5523 james.marsh@zeotech.com.au peter@zeotech.com.au Level 1, Brisbane Technology Park, 7 Clunies Ross Court, Eight Mile Plains, Queensland 4113, Australia I