The market is still unaware of the opportuenity unfolding...

The market is still unaware of the opportuenity unfolding here.

ZEO has just appointed, James Marsh, who most regard as the most-experienced/qualified/industry leader in Kaoline.

Check out - https://hotcopper.com.au/threads/who-is-james-marsh.5893433/

Metakoline as an additive to cement, to improve workability and reduce carbon output, is already happening in a big way around the world.

HOLCIM = world's largest cement player!

They have > €30 billion euros in cash in their bank to give u an idea of size.

Holcim are all about "sustainability"... check out their half yearly report...

www.holcim.com/sites/holcim/files/docs/finance-holcim-h1-2024-report-en.pdf

The report mentions "sustainability" 43 times!... and if spend 5mins reading it will quickly realise this is their focus!

Holcim have two low carbon concrete products:
1.ECOPact
2. ECOPlanet

Both use Calcin clays which is Metakaoline.

In the past 18months, sales of these low-carbon products in europe have increased from 0% to 28% of Holcim's total ready-mix and 26% of the net cement sales

Below is from Holcim's half yearly report..




Zeotech - have superior-grade Kaoline (80-90%) (close to the surface, resource open in all directions etc etc) that is located on the east coast next to the major cement players and relatively close to a sea port.

Now if this info doesn't join the dots about what is about to happen in Australia.... I don't know what to say?!