ZEO zeotech limited

4.29%

6.7¢

Ann: AusPozz Project Preliminary Feasibility Study, page-9

First 9 Last

Share
Profile

Follow
imperatore

3,323 Posts.

321

24/06/25

16:49

Post #: 79549773
Share

Originally posted by 392649: ↑

Congrats to the ZEO team on delivering a highly encouraging PFS.

This document doesn’t just validate the commercial and technical strength of the AusPozz project — it effectively provides a valuation benchmark for potential acquirers.

”It is also possible that the Company could pursue other ‘value realisation’ strategies such as a sale, partial sale or joint venture of the project. If it does, this could materially reduce the Company’s proportionate ownership of the Project.”

A full or partial project sale remains a live and plausible scenario.

In the event the company sought to finance the project CAPEX via debt, I’d confidently bet most infrastructure lending teams at major banks would lend 80- 90%

For those who’ve been tracking ZEO’s movements — especially the rapid rise of SCM in the decarbonisation of cement — it’s hard to look past Holcim or even Boral as likely buyers. Both have been actively sampling AusPozz in recent months.

Timing could be key — the Chinese (via MSI) are also circling with a large DSO MOU, and any binding offtake deals could complicate a clean acquisition path.

The PFS is loaded with positives:
• $406m NPV (after tax)
• 42% IRR
• 20-year mine life
• $115m capex / 2.1 yr payback
• Q1 2029 full-scale AusPozz production
• DSO sales starting as early as Q1 next year • DFS in 6 months
• Sales price estimates of $403/t (AusPozz) and $196/t (DSO)
• 65 active sales/specifier leads already in play

This project is becoming increasingly strategic — both economically and environmentally — and we may not have to wait long before someone moves to secure it.

A hot space to watch in the months ahead.

Expand

You sound all good but apparently the market doesn’t take the same way and in fact today we had a blood bath
on quite a large amount of sell down
Your opinion on today’s result will be much appreciated

Last edited by imperatore: 24/06/25

ZEO Price at posting: 7.0¢ Sentiment: Buy Disclosure: Held
1 Upvote

0 Great analysis

Reply

Top Stories

Trump chides Powell as Goldman call for calm. The RBA must be nervous

OSL

OncoSil wraps up recruitment for key pancreatic cancer trial

Listen: HotCopper Wire Podcast 016 – FY25 ended up not so bad... but Trump unpause is coming

HotCopper Highlights, Week 27: G8 scalped, Domino’s drops the box, Gemlife brief hype & more

DMP

Is Domino's a steal after -25% plunge?

First 9 Last

Add to My Watchlist

What is My Watchlist?

A personalised tool to help users track selected stocks. Delivering real-time notifications on price updates, announcements, and performance stats on each to help make informed investment decisions.

(20min delay)
Last 6.7¢		Change -0.003(4.29%)		Mkt cap ! $125.9M

Open	High	Low	Value	Volume
7.2¢	7.2¢	6.6¢	$77.28K	1.130M

Buyers (Bids)

No.	Vol.	Price($)
1	417619	6.6¢

Sellers (Offers)

Price($)	Vol.	No.
6.7¢	184702	2

View Market Depth

No.	Vol.	Price($)
1	60104	0.067
1	417619	0.066
4	516817	0.065
1	500000	0.064
2	129365	0.063

Price($)	Vol.	No.
0.068	112671	2
0.070	199120	3
0.071	53791	2
0.072	413552	4
0.073	10000	1

Last trade - 14.03pm 04/07/2025 (20 minute delay)

ZEO (ASX) Chart

Ann: AusPozz Project Preliminary Feasibility Study, page-9

Trump chides Powell as Goldman call for calm. The RBA must be nervous

OncoSil wraps up recruitment for key pancreatic cancer trial

Listen: HotCopper Wire Podcast 016 – FY25 ended up not so bad... but Trump unpause is coming

HotCopper Highlights, Week 27: G8 scalped, Domino’s drops the box, Gemlife brief hype & more

Is Domino's a steal after -25% plunge?

Featured News

Buyers (Bids)

Sellers (Offers)

Featured News

Ann: AusPozz Project Preliminary Feasibility Study, page-9

Top Stories

Trump chides Powell as Goldman call for calm. The RBA must be nervous

OncoSil wraps up recruitment for key pancreatic cancer trial

Listen: HotCopper Wire Podcast 016 – FY25 ended up not so bad... but Trump unpause is coming

HotCopper Highlights, Week 27: G8 scalped, Domino’s drops the box, Gemlife brief hype & more

Is Domino's a steal after -25% plunge?

Featured News

Buyers (Bids)

Sellers (Offers)

Featured News