Ann: Becoming a substantial holder, page-24

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Flectional

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30/10/24

13:26

Post #: 76374764
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Originally posted by Flectional: ↑

we'll all know pretty quickly if Holcim don't progress the arrangement with zeo

they have quality data on the process already in partnership with Lafarge in france so the pfs should expedite accordingly - that's what the gentleman was suggesting in the interview

This decisive step in the manufacture of low-carbon cements is made possible by a new technology developed by the teams at Lafarge France and the Holcim Innovation Center located near Lyon. This patented technology, called proximA Tech, enables the transformation of a locally abundant resource, kaolin clay, into a low-carbon addition for cement production. When production conditions are optimised, as in Saint-Pierre-la-Cour, carbon emissions are close to zero, offering a very low-carbon addition: proximA TechZero.

https://www.zkg.de/en/artikel/commissioning-of-one-of-the-first-production-lines-in-europe-dedicated-to-calcined-clay-3949184.htmlif they have an end user engineering firm interested in an agreement as suggested then Holcim is a pretty decent intermediate partner to supply

so yeah - it will become pretty clear pretty quickly id'e imagine

im no expert though

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and this
https://www.worldcement.com/europe-cis/13022023/holcim-launches-europes-first-calcined-clay-low-carbon-cement-operation/

this is clearly not a 'greenfield' operation as far as Holcim and Lafarge are concerned -
derisked quite clearly in some important aspects

ZEO Price at posting: 3.8¢ Sentiment: None Disclosure: Held
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