IMO the recent preso has plenty of new info, especially being the first time that ZEO has tabled an ACCU value angle on its key climate plays and with the 5% pa reduction of GHG emissions by big Aussie emitters becoming law from the 1st July, ZEO looks to well placed.
Whats eye opening is the potential of the methane control at $330,000 of ACCUs per hectare, that looks to be a big number IMHO, especially with Cleanaway collaboration, which will surely what to accelerate commercialisation.
I’m not sure how many landfill’s could potentially offer an opportunity, but back of the envelope indicates 1100 landfills at say 2 ha x $330k (at current ACCU price) = $725 million (a little uplift on $ ACCU’s and it could be billion $ market opportunity right here on ZEO's doorstep)
Then you have the Nutrient Management & Soil Carbon opportunity, with up to 20% reduction in fertilzier costs pa, plus est. 110 tonnes CO2 /ha equal to $4.3k over 5 years = $860/ha pa (at current ACCU prices).
Wait there's more, you have the metakaolin angle which presents near term (ZEO has ML & freehold land with good logistics), with mention of QLD cement player interest, adding more decarbonisation exposure to the mix.
And, from what I’m reading ACCU prices are only headed one-way (UP) and in Europe they are trading at 2-3x the value of ACCU’s…looks to me the preso offers clearer insight into ZEO’s ACCU potential if the stars align and the markets interest in climate/decarb plays is only going to grow.
GLTA & DYOR
