Rising Momentum Places Zeotech Firmly on the ASX Radar
Zeotech Limited has started 2026 on a positive note, with rising trading activity and a sharply higher share price compared to a year ago. The stock finished 2025 at around $0.08, helped by growing investor interest in its kaolin and low‑carbon concrete strategy. This momentum has put the small-cap materials stock more firmly on the radar of ASX traders looking for growth stories tied to decarbonisation.
Share price momentum builds
Over the last 12 months, Zeotech’s share price has almost doubled. Daily trading volumes have also increased, with the FY2026 year‑to‑date average volume above 2.1 million shares, indicating stronger market participation. While there has been short‑term volatility, the broader trend points to sustained buying interest.
Kaolin offtake and project progress
A major driver of sentiment was Zeotech’s 2025 binding offtake agreement for direct shipping ore (DSO) kaolin from its Toondoon project with Chinese trading group Jiangsu MSI. The deal is valued at roughly $204 million over an initial five‑year term, based on 950,000 tonnes of DSO, and is expected to deliver average net margins above 45%. The agreement supports Zeotech’s plan to use early kaolin sales to help fund development of its AusPozz metakaolin project for low‑carbon concrete.
Positioned for the next phase
Zeotech’s strategy is to become Australia’s first commercial producer of metakaolin, a supplementary cementitious material aimed at cutting the carbon footprint of concrete. A recent study on its AusPozz product showed encouraging economics, with a pre‑feasibility assessment pointing to strong returns and confirming the technical viability of its high‑purity kaolin feedstock. With regulatory approvals, financing and a definitive feasibility study still ahead, investors are watching whether the company can turn current momentum into long‑term, cash‑generating production.
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