State of play

So, here we are. Awaiting another CR and with trepidation being spewed forth onto the forum.

With the world about to enter recession, ongoing supply chain issues and a war going on, things are looking grim for this plucky little company that has had the audacity to keep on keeping on.

So how could such a 'deluded' person as myself even begin to think EDE will make it. Well, I'll tell you.

EdenCrete Pz/7!

EdenCrete original is for long-term thinkers. But it's hard to think long-term if you are placing a slab or working the numbers on a large project and the costs have blown out, in the case of GDoT they are talking a 40% increase in pricing from a year ago.

But with this caveat, it is important to remember everything is going up in price. Take the case of Michelin and their repeated use of EdenCrete. They have trialled many different approaches to achieve more durable slabs before discovering EdenCrete's lifecycle cost effective solution. Same with shotcreters and the pool market. The Edencrete original market will still grow, but not at the speed needed.

But as has been shown by Godrej's in India, EdenCrete Pz actually reduces upfront costs due to the modest amounts needed to bump up the SCM content by approx. double what has previously been able to be utilised without detriment to the final product. EdenCrete Pz actually increases durability for a lower, greener cost.

The other factor is the most needed push to mitigate climate change. Concrete is in the news as a huge contributor to CO2 emissions. People are grasping at any avenue they can to decrease the carbon footprint of projects. And here we have a ready, proven, Cheaper solution and EDE has done the hard yards with regards to setting up both the sustainability certificate in the US that will in itself be a valuable commodity, but also the entry into the upcoming global Carbon Credit market.

"Low CO2 Concrete
Achieved with use of EdenCrete® Pz and Fly Ash (waste from coal fired power stations) to replace Portland
cement, resulting in low CO2 , low cost, high strength, ultra-low permeability concrete.
o EdenCrete® Pz allows replacement of 60% of cement with low cost fly ash (coal fired power station waste) producing low
cost, high strength, low CO2 concrete.
o Locks up polluting fly ash (includes heavy metals and other toxins) often dumped in land fill, ponds, lakes.
o Reduces CO2 footprint by~90% of mass of cement replaced - 100kg cement replaced = ~ 90 kgs CO2 saved.
• Carbon credits sell in Europe for ~ US$87/tonne of CO2 saved, valuing 90kg of CO2 at ~ US$7.83.
• Price of 1m3of average concrete varies from ~ US$65/m3 in India up to US$170/m3 in USA
• The value of 90 kgs of CO2 saved is ~ 15% of the concrete cost in India, and I~ 4.6% of the concrete cost in USA
• India - great potential : 1.4 billion population, major infrastructure expansion; huge coal fired power production
- 150 million tonnes p.a. of fly-ash (rising to~500 million tonnes p.a. in 5 years) - works well with EdenCrete® Pz
• Indonesia - 270 million population-large fly ash supply -3 major concrete companies in final trials- great results"

Investors Presentation
9 September 2022

EDE has always thought long term. They have a game plan well into the future that is now aligning with policy and need. Yep, there have been setbacks and missteps and outright mistakes. Yearly increases to director's salaries is ubiquitous practice but can certainly gives a distorted picture after nearly 20 yrs. The SP is atrocious. They are running on fumes when capital is needed to grow.

On the other side the steady increase in ready-mixes up taking Edencrete as additive option after minimal testing for regular use bodes well. EdenCrete in Lowe's is spreading the word better than any marketing campaign would, and is paying for itself. Edencrte Pz/7 is about to experience a huge growth spurt. Optiblend is ticking along nicely. EdenPlast is probably going through the same safety testing as EdenCrete had to before sales can commence. EDE's CNT's are starting to attract market interest. Hythane and it's technologies are ready and raring to go. And all this leads to EDE becoming a hydrogen player at which time the CC and sales will lead to EDE's pyrolysis process itself being in demand.

The future looks luminous, we just have to make it there.

IMO DYOR GLTS