Agreed. My thoughts are that location, product quality and economics are genuine and significant competitive advantages. I have been in ZEO for a while and have spent a lot of time building my understanding and getting to know the scope of activity and the people behind it.
What excites me are the multiple streams across Kaolin DSO, Metakaolin and in particular synthetic zeolites. The Company is well advanced in the methane enviro management project (with Cleanaway), Agribusiness and now in Metakaolin with DSO opportunities. Suggest readers DYOR on Synthetic (Manufactured) Zeolites. There is a strong team of management/universities and collaborators innovating in some very relevant spaces. Worth spending time reading through the website and presentations.
If you check the register you will find it is very stable, especially the top 20. Traders will likely come in, maybe on momentum as they usually do. If the fundamentals are solid - and there are multiple skill sets and projects within the Company, including some very serious Uni talent under development, then it will most likely find its true value.
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