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Zeotech's Kaolin Breakthrough: Greener Concrete, Higher Strength

 
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Manage episode 519373390 series 2701497
Content provided by SmallCaps Media. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by SmallCaps Media or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
Zeotech Limited (ZEO.ASX) is pursuing a bold kaolin strategy that could reshape concrete. In this video, we unpack the claim of a pure kaolin with zero process losses and a path to decarbonising cement-heavy concrete. What you’ll learn: - How kaolin can improve concrete durability and enable decarbonisation by replacing cement. - The performance claims: higher strength, reduced shrinkage, and potential cost benefits. - The commercial pathway, including MOUs with Holcim, Cement Australia and Lang O’Rourke, and what that could mean through 2026. - Timing for cash flow and what to watch next from Zeotech. Timestamps 00:01 Intro and Zeotech overview 00:15 Kaolin purity and significance 00:40 Kaolin in concrete and decarbonisation potential 01:25 Implications for concrete performance: strength, shrinkage, and cost 01:50 Offtake strategy and MOUs with Holcim, Cement Australia, Lang O’Rourke 02:15 Cash flow timing and next steps 02:45 Market reaction and watchlist 03:15 Outro and takeaways If you found this analysis helpful, like and subscribe for more Australian ASX small-cap updates, and share your thoughts in the comments about Zeotech’s kaolin potential and what you’ll be watching next. ⚠️ IMPORTANT DISCLAIMER: This content is for educational and entertainment purposes only and should not be considered financial advice. All investments carry risk, including the potential loss of principal. Past performance does not guarantee future results. Always conduct your own research and consider seeking advice from a qualified financial advisor before making investment decisions. The creator may hold positions in securities discussed. 📌 Articles: https://smallcaps.com.au/zeotech-finalises-kaolin-offtake-agreement-chinese-trading-giant-jiangsu-msi https://smallcaps.com.au/zeotech-early-cash-flow-toondoon-multi-product-kaolin-offtake-deal 🔎 More on this company: https://smallcaps.com.au/stocks/asx-zeo/ ⸻ Small Caps is Australia’s #1 site for market news & information on ASX-listed small cap companies. 🌐 WEBSITE https://smallcaps.com.au/ 🎧 PODCAST https://smallcaps.com.au/podcast/ 📱 SOCIAL MEDIA Facebook: https://www.facebook.com/SmallCapsASX Twitter: https://twitter.com/SmallCapsASX LinkedIn: https://www.linkedin.com/company/small-caps/ 📬 NEWSLETTER https://smallcaps.com.au/subscribe/
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326 episodes

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iconShare
 
Manage episode 519373390 series 2701497
Content provided by SmallCaps Media. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by SmallCaps Media or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
Zeotech Limited (ZEO.ASX) is pursuing a bold kaolin strategy that could reshape concrete. In this video, we unpack the claim of a pure kaolin with zero process losses and a path to decarbonising cement-heavy concrete. What you’ll learn: - How kaolin can improve concrete durability and enable decarbonisation by replacing cement. - The performance claims: higher strength, reduced shrinkage, and potential cost benefits. - The commercial pathway, including MOUs with Holcim, Cement Australia and Lang O’Rourke, and what that could mean through 2026. - Timing for cash flow and what to watch next from Zeotech. Timestamps 00:01 Intro and Zeotech overview 00:15 Kaolin purity and significance 00:40 Kaolin in concrete and decarbonisation potential 01:25 Implications for concrete performance: strength, shrinkage, and cost 01:50 Offtake strategy and MOUs with Holcim, Cement Australia, Lang O’Rourke 02:15 Cash flow timing and next steps 02:45 Market reaction and watchlist 03:15 Outro and takeaways If you found this analysis helpful, like and subscribe for more Australian ASX small-cap updates, and share your thoughts in the comments about Zeotech’s kaolin potential and what you’ll be watching next. ⚠️ IMPORTANT DISCLAIMER: This content is for educational and entertainment purposes only and should not be considered financial advice. All investments carry risk, including the potential loss of principal. Past performance does not guarantee future results. Always conduct your own research and consider seeking advice from a qualified financial advisor before making investment decisions. The creator may hold positions in securities discussed. 📌 Articles: https://smallcaps.com.au/zeotech-finalises-kaolin-offtake-agreement-chinese-trading-giant-jiangsu-msi https://smallcaps.com.au/zeotech-early-cash-flow-toondoon-multi-product-kaolin-offtake-deal 🔎 More on this company: https://smallcaps.com.au/stocks/asx-zeo/ ⸻ Small Caps is Australia’s #1 site for market news & information on ASX-listed small cap companies. 🌐 WEBSITE https://smallcaps.com.au/ 🎧 PODCAST https://smallcaps.com.au/podcast/ 📱 SOCIAL MEDIA Facebook: https://www.facebook.com/SmallCapsASX Twitter: https://twitter.com/SmallCapsASX LinkedIn: https://www.linkedin.com/company/small-caps/ 📬 NEWSLETTER https://smallcaps.com.au/subscribe/
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326 episodes

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