Zeotech Earnings Call Transcripts
Fiscal Year 2026
-
Innovative low-carbon concrete solutions, advanced durability admixtures, and robust mobile batch plants were showcased, highlighting significant decarbonization, durability, and operational improvements for the Australian construction sector. Strategic partnerships and commercialization plans are advancing.
Fiscal Year 2025
-
Upcoming rebrand to Ore Resources and a strong leadership team underpin a focused exploration strategy in WA’s Eastern Goldfields. Key gold and lithium assets are advancing rapidly, with high-grade results and aggressive drilling programs funded through 2026.
-
A binding DSO offtake agreement with MSI secures nearly $200 million in revenue over five years, enabling early cash flow and funding for the core AusPozz business. AusPozz is advancing rapidly, with strong industry and government interest, and large-scale trials underway.
-
A new high-purity metakaolin product aims to decarbonize concrete by replacing up to 50% of cement, offering immediate market entry and strong financial metrics. Major industry players are testing the product, with early cash flow expected from DSO sales next year.
-
AusPozz's PFS reveals a highly robust project with strong financials, rapid payback, and significant carbon savings. Early cash flow is expected from DSO in Q1 next year, with major commercial interest and expansion potential. Key milestones and binding offtakes are anticipated soon.
-
AusPozz metakaolin trials showed superior strength, durability, and carbon reduction in concrete, with strong market interest and rapid commercialisation progress. The Toondoon project is near production-ready, and the pre-feasibility study is on track for release by June.
-
Major MoU signed with Holcim Australia, strong pilot production of OzPOS, and promising zeolite methane control results. Over AUD 1.8 million raised, with PFS on track for Q2 completion and active pursuit of off-take agreements for early cash flow.