Zeotech Limited · ASX:ZEO
Zeotech — Investor Presentation (September 2021)
17 slides from Zeotech's investor presentation, Sep 8, 2021
Slide 1: Zeotech Investor Presentation
For personal use only DRAFT CONFIDENTIAL
Slide 2: Company overview
Company overview For personal use only Strong growth prospects: Proprietary process: Patent-pending technology: An emerging mineral Maximising green and sustainable practices: Delivers compelling competitive advantage processing technology company low energy, reduced production time, low OpEx / CapE
Slide 3: Large market opportunities from core IP platform
Large market opportunities from core IP platform For personal use only Sustainable Lithium Mycotoxin CO2 Agronomic low-cost production refinery cleantech animal feed capture / utilisation applications synthetic zeolites additives • Proprietary mineral • Commercial • Climate change • Objective is to
Slide 4: Approved ML accelerates time to revenue
Approved ML accelerates time to revenue For personal use only • Toondoon Project approved Mining Lease ML 80126 + EPM’s 27395/27866 over 280 km2 • Exceptionally high-grade raw ore kaolin high alumina, low iron and scale brightness • Synthetic zeolite OpEx materially improved UQ has produced high pur
Slide 5: Synthetic zeolite overview
Synthetic zeolite overview For personal use only Zeolites are high-value adsorbents / catalysts with broad applicability • Synthetic zeolites are manufactured aluminosilicate minerals with a sponge-like uniform / porous structure (frameworks) framework • Zeolites are made up of tiny pores that make
Slide 6: Global applications
Global applications For personal use only Zeolites act like a magnet that can hold cations, including heavy metals, ammonia, low level radioactive elements, toxins, petrochemicals, many different types of gases and a multitude of various solutions Diverse commercial applications: - Energy and Refine
Slide 7: ZEO technology unlocks mature / growing global market
ZEO technology unlocks mature / growing global market For personal use only • Type A mature established market >A$2.6Bn Global Type A synthetic zeolites market, by grade (A$ million) • Detergent grade zeolite manufactured for 30+ years - 4A detergent grade = A$600-700/t CACR: ~4.0% - 4A PVC heat sta
Slide 8: Sustainable, proprietary low-cost manufacturing
Sustainable, proprietary low-cost manufacturing For personal use only • Distinct environmental advantages over conventional production methods • The UQ Chemical Engineering team has demonstrated (under lab-scale conditions): Up to 70% reduction in energy consumption - thermal activation stage Up to
Slide 9: Lithium refinery cleantech
Lithium refinery cleantech For personal use only • ZEO holds patent-pending IP for the synthesis of synthetic zeolites from leached spodumene (Li process residue) • As lithium battery demand grows its anticipated that the lithium refinery sector will produce significant amounts of lithium process re
Slide 10: Mycotoxin animal feed additives
Mycotoxin animal feed additives For personal use only • Collaboration with Bioproton, a leading & innovative animal feed additives manufacturer (exporting to 45 countries – facilities in Aust / Europe) • Climate change increasing moulds (fungus) that create mycotoxins, which affect animal health, in
Slide 11: CO2 capture and utilization technology
CO2 capture and utilization technology For personal use only • UQ research program underway • Zeolites can capture and “adsorb” CO2 while allowing other substances through and then under certain conditions release “desorb” CO2 • Objective is to improve efficiencies of proven CO2 separation/capture p
Slide 12: Agronomic applications
Agronomic applications For personal use only Pilot trials undertaken by Griffith University reveal potential to develop Zeotech products to offer solutions to large-scale agricultural challenges, driven by promising results: • Decreased soil acidification • Enhanced moisture retention • Pesticide de
Slide 13: Near term value drivers
Near term value drivers For personal use only • Accelerate DSO • Share bench-scale • Transition to next • Commence new GU • Complete UQ CO2 marketing optimisation results phase of agronomic pilots, capture research strategy with 2 x lithium mycotoxin binder targeting: program • commence refinery par
Slide 14: Appendix: Additional Information
Appendix: For personal use only ADDITIONAL INFORMATION
Slide 15: Corporate snapshot
Corporate snapshot For personal use only $138M (fully diluted) 1,485M $5.47M $0 $0.085 MARKET CAPITALISATION SHARES ON ISSUE CASH AT BANK DEBT CURRENT SHARE PRICE Share price and volume BOARD & MANAGEMENT 0.12 50 45 Peter Zardo - Managing Director 0.10 Sylvia Tulloch - Non-Executive Chair 40 Rob Dow
Slide 16: Disclaimer
Disclaimer For personal use only This presentation announcement has been approved in accordance with the Company’s published continuous disclosure policy and has been approved by the Board. CAUTIONARY STATEMENT This presentation is for information purposes only. Neither this presentation nor the inf
Slide 17: Zeotech Limited contact
For personal use only Zeotech Limited Peter Zardo Managing Director (+61) 7 3181 5523 peter@zeotech.com.au