Zeotech (ZEO) Investor Update summary

Product performance and trial results

• AusPozz metakaolin demonstrated high reactivity, low cost, and a carbon footprint of 200 kg/tonne, significantly lower than cement's 900 kg/tonne.

• Trials showed 20–40% cement replacement with AusPozz led to superior strength and durability in 40 MPa concrete, outperforming standard mixes at all time intervals.

• Shrinkage and cracking were greatly reduced, with shrinkage stabilizing after 21 days, unlike standard concrete.

• High-volume concrete mixes for demanding applications, such as wind farms, saw temperature differentials minimized, solving a major industry problem.

• Shotcrete mixes benefited from reduced need for expensive accelerants and improved performance.

Market opportunity and competitive positioning

• AusPozz is more reactive and cost-effective than imported metakaolin, which sells for over AUD 2,000/tonne.

• The Australian market uses 10–11 million tonnes of cement annually, with potential for 20–40% replacement by AusPozz.

• AusPozz can replace other costly additives like silica fume (AUD 800/tonne) and reduce accelerator use in shotcrete by half.

• Domestic production offers a clear price and supply advantage over international competitors.

Commercialisation and partnerships

• MoU with Holcim is progressing, with ongoing and expanded testing, including a recent large-scale demonstration.

• Samples have been sent to all major Australian concrete producers and several international companies, including those in the Middle East, Europe, and the USA.

• Interest from geopolymer concrete producers and other high-value product manufacturers is growing.