Yeah, quarterly read well to me...ZEO at the early stages of...

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maachine

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30/07/21

17:16

Post #: 54914257
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Originally posted by Thuynh: ↑

Nearly 6mil left enough for 12 Q , a bit slow but solid, huge potential . No news for a while but looks good
Highlights
• Zeotech commits to the development and construction of a dual-feed pilot plant,
capable of using kaolin and Li Process Residue, as feed types to produce commercial
grade synthetic zeolite.
• The decision to include Li Process Residue into the current program is driven by the
potential to validate promising process economics delivered during lab-scale studies
undertaken in the second half of 2020. The objective is to accelerate potential licencing
opportunities within the growing lithium refinery sector.
• The dual-feed pilot plant research program will be supported by researchers from The
University of Queensland’s School of Chemical Engineering (“UQ”), which have
synthesised commercial grade 4A and 3A molecular sieve zeolite under ZEO’s patent pending conditions,
with lab-scale results delivering promising process economics
utilising Li Process Residue as feed (refer image overleaf).
• The Company’s dual-feed pilot plant program is fully funded, with capital on hand
ensuring the ability to meet a range of initiatives planned for 2021/22, including
expansion of synthetic zeolite carbon capture and conversion program.
• The program will further optimise the flowsheet of the Company’s low-cost synthetic
zeolite manufacturing technology to de-risk future commercial investment, attract offtake partners
and support potential licensing opportunities

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Yeah, quarterly read well to me...ZEO at the early stages of pretty major pilot program - so I image its busy at UQ.

The fiscals show a tight ship with R&D at around 60% of 2021 FY expenditure - which clearly shows where the money is going & I reckon the Co. will get close to $500k back from Govt R&D incentive when they claim - so cash will definitely be up around $6m for some time...

What I found interesting is that there looks like to 2 lithium players interested = have provided samples for the pilot program.

My view is the core tech is where the money is IHMO (low-cost production of synthetic zeolites = $2-3bn mature market ), but all the added opportunities ie lithium cleantech, animal feed supplements and CO2 capture, make for an exciting Co. with ample funds to deliver on what they are working on GLTA

ZEO Price at posting: 7.8¢ Sentiment: Buy Disclosure: Held
9 Upvote

0 Great analysis

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