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ZEOTECH LIMITED — AGM Information 2021
Dec 1, 2021
66115_rns_2021-12-01_4f003c08-8e07-4810-891e-32de443747af.pdf
AGM Information
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Annual General Meeting Presentation Peter Zardo – Managing Director
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2 December 2021
ASX: ZEO www.zeotech.com.au
Disclaimer
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 information contained in it constitutes an offer, invitation, solicitation or recommendation in relation to the purchase or sale of shares in any jurisdiction. This presentation may not be distributed in any jurisdiction except in accordance with the legal requirements applicable in that jurisdiction.
The information in this presentation is published to inform you about Zeotech Limited (“Zeotech” or the “Company”) and its activities, based on information available to it as at the date of this presentation. Some statements in this presentation regarding estimates or future events are forward looking statements. They involve risk and uncertainties that could cause actual results to differ from estimated results. All reasonable effort has been made to provide accurate information, but we do not warrant or represent its accuracy and we reserve the right to make changes to it at any time without notice. Hence, no representation is made as to the accuracy, completeness or reliability of the information.
In addition, neither Zeotech nor any of its subsidiaries, directors, employees, shareholders nor any other
person shall have liability whatsoever to any person for any loss, including without limitation from any fault or negligence arising from this presentation or any information supplied in connection with it.
Zeotech gives no warranty or representation as to its future performance or any future matter. Except as required by law or ASX listing rules, Zeotech is not obliged to update this presentation after its release, even if matters change materially.
Competent person’s statement
Information in this presentation relating to resource work for the Toondoon Kaolinite Project is based on information provided by Mr Graham Rolfe (BSc, MSc, FAIG, RPGeo), who has sufficient experience that is relevant to the style of mineralisation and type of deposits under consideration and to the activity being undertaken to qualify as a Competent Person as defined in the 2012 Edition of the “Australian Code for Reporting of Exploration Results, Mineral Resources and Ore Reserves”. The exploration results such as drill logging and geochemical analyses used in the mineral resource estimate were compiled by Mr Rolfe. Mr Rolfe consents to the disclosure of information in the form and context in which it appears.
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Corporate snapshot
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$147M 1,497M $4.55M $0 $0.090
(fully diluted) Shares on issue Cash at bank Debt Current share price
Market capitalisation
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Board & Management
Sylvia Tulloch - Non-Executive Chair Peter Zardo - Managing Director Rob Downey - Non-Executive Director Dr. John Vogrin - Project Manager Scott Burkhart - CCO
Technical partners
The University of Queensland Griffith University
Share price and volume
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0.12 50
45
0.10
40
35
0.08
30
0.06 25
20
0.04
15
10
0.02
5
0.00 0
Dec-20 Jan-21 Feb-21 Mar-21 Apr-21 May-21 Jun-21 Jul-21 Aug-21 Sep-21 Oct-21 Nov-21
Volume Price
Price ($)
Volume (m)
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Company overview
Strong growth prospects
An emerging mineral processing technology company, offering exposure to advanced materials ‘synthetic zeolites’ with IP delivering low production cost advantage.
Proprietary process
Maximising green & sustainable processes for the manufacture of synthetic zeolites = low energy use, reduced production time, high reagent recycling.
Patent-pending technology
International Preliminary Examination Authority examiner, expressed a view that all 26 claims in the PCT application are novel and inventive.
Global applications
Production of low-cost high-grade adsorbents with unique properties for diversified global markets and emerging opportunities.
Near-term cashflow
Approved Mining Lease exceptionally high-grade raw ore kaolin offering fast-track DSO revenue opportunity.
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Proprietary process
SIMPLE AND SUSTAINABLE
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Feed options Core process Molecular Sieve Circuit
Molecular Sieve Powder
Stage 1 Leach
Beads
Calcination
Linde Type A
Filtration Zeolite Powder 3A
Kaolin
Feedstock 4A
Lithium Process
By-Product Precipitation Ion Exchange 5A Bead/Pellet
Process Circuit
Pre-wash (3A) Potassium Pellets
Stage 2 Leach (4A) Sodium
(5A) Calcium
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• Lower energy consumption Reduced environmental footprint
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• Low OpEx / CapEx
Reduced production time
(primary P&E conventional)
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Process advantage High reagent recycling Process delivers • Flexible product options
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Dual-feed pilot advances
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Q3 2021 Q4 2021 2022
JUN JUL AUG SEP OCT NOV DEC
Batch tests completed
Ongoing batch test work
(110+ leach-precipitation configurations)
Looking ahead to 2022
Project Activity
Continuous leaching runs (9)
• Lithium Process Residue
continuous closed-loop circuit
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Filtration trial runs (10) Pilot plant set-up and
construction
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Pilot plant commissioning and
Continuous precipitation runs (24) testing
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Pilot plant performance runs
First Continuous • Continued batch test work
Kaolin closed- and process optimisation
loop circuit
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Continued data analysis and
machine learning
Data analysis & machine learning framework database
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Synthetic Zeolites
Zeolites are high-value adsorbents / catalysts with broad applicability
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Synthetic zeolites are manufactured aluminosilicate minerals with a sponge-like structure (frameworks)
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Zeolites are made up of tiny pores that make them useful as adsorbents, catalysts and ultrafine filters
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Type A zeolites are commonly known as molecular sieves
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Can be designed to selectively adsorb molecules or ions dependent on their unique construction and can be regenerated repeatedly for re-use
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Synthetic 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, offering diverse applications
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Uniform / porous
framework
Molecular sieve
beads / pellets
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IP unlocks mature global markets
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PVC heat stabiliser
Oil & gas
Insulating glass units
Cryogenic air separation
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Detergent builder
Paint processing
Water treatment
Global Type A Synthetic Zeolite market by grade
44% Est. share of A$2.6bn market
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56%
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Molecular Sieves (3A, 4A, 5A) Zeolite 4A Detergent Grade
Aranca – Global Analysis 4A Detergent and 3A, 4A & 5A molecular sieves grade Report Nov 2020 (AUD = 70c USD)
Image source: Licensed under CC BY-SA and CC BY
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Collaboration drives emerging opportunities
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Lithium refinery cleantech
Carbon capture & utilisation
Carbon markets nutrient management
Mycotoxin adsorbents
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Developing a lithium process tailings management solution
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Proprietary IP to convert lithium process by-product into high value molecular sieve zeolites – PCT lodged
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Evaluate properties of ZEO synthetic zeolite products for carbon capture
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Explore improve efficiencies of proven Carbon Capture and Utilisation (CCU) technologies
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Develop ZEO products, to improve on-farm economics & offer carbon market opportunity:
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Improved nutrient mgmt. and soil moisture levels
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Decrease soil acidification
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Climate change increasing moulds that create mycotoxins, impacting global protein production
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Bioproton undertaking preliminary assessment
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Enhance soil carbon
- $1bn+ global market*
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Pesticide Destruction
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https://www.dsm.com/content/dam/dsm/corporate/en_US/documents/2020-06-12-presentation-to-investors-erber-group-acquisition.pdf
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Optimal Zeolite feedstock with near-term cashflow potential
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Toondoon Project approved ML + EPM’s over 280 km[2]
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Synthetic zeolite OpEx materially improved UQ has produced molecular sieve grade zeolite from Toondoon raw ore kaolin
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Exceptionally high-grade raw ore kaolin high alumina, low iron and scale brightness
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Further drilling was undertaken in November to further define mine pit and obtain environmental samples
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Immediate DSO opportunity highway access to major ports, shallow low impact mining operation
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One of highest-grade raw ore kaolin resources held under approved Mining Lease in Australia and high-grade ore open in all directions
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Elutriated ISO Brightness results 82.5 to 84.5 “This is among the best, unbleached, kaolin’s reported in Australia.”
Image source: ASX announcement 23 August 2021 ‘ZEO Acquires High-Grade Kaolin Project within Approved ML’
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Looking ahead
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Share bench-scale optimisation results with 2 x lithium refinery participants
Complete lithium process by-product continuous closed-loop circuit and commence construction of pilot
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Complete UQ CO2 capture research program Dec 2021
ZEO / UQ to continue exploring zeolite CO₂ Capture & Utilisation opportunity
Commence Griffith CO2 sequestration trials and wider emission mitigation program
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Griffith dual-stream research program commenced
Developing ZEO products:
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Agricultural Nutrient Management (interception, removal and recycle)
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Carbon markets (improved fertilizer delivery, with soil carbon enhancement benefits)
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Accelerate DSO marketing strategy, samples in China & India
Engaged Ardent Group to assist management of planning and approvals process towards mining plan submission, environmental and logistic requirements
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Bioproton to continue mycotoxin assessment
Review results to potentially progress to formalising Bioproton collaboration
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THANK YOU
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Zeotech Limited Peter Zardo Managing Director (+61) 7 3181 5523 [email protected]
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