Zeotech (ZEO) Investor update summary

Industry overview and context

• Heavy construction materials sector in Australia generates AUD 15 billion annually and employs about 110,000 people.

• CCAA represents about 90% of the industry, including major national and associate members.

• Supplier Insights webinars aim to showcase innovation and sustainability in cement, concrete, and aggregates.

Project overview

• Holds Australia's highest-grade known raw ore kaolin resource under an approved mining lease, with 10.9Mt JORC kaolin resource and ultra-high purity suitable for metakaolin production.

• Mining is simple open-cut with minimal overburden, located on 682ha of freehold land in Queensland.

Innovation in low-carbon concrete (AusPozz)

• AusPozz, a high-reactivity metakaolin, is produced from a rare, high-purity kaolin resource in Queensland.

• Enables up to 50% replacement of Portland cement, with up to 65% strength increase and 79% lower embodied carbon.

• Demonstrates over 50% strength gain, 50% reduction in shrinkage, improved durability, fire resistance, and eliminates alkali-silica reaction.

• Strategic partnerships established with Holcim, Cement Australia, Laing O'Rourke, Icubed, and Bisley.

• Commercial-scale trials and pilot production underway, with plans for a 300,000 tpa plant by 2028.