Australian (ASX) Stock Market Forum

And pop she goes on no apparent news. I need a better system to catch these as there starting... rather than belated discovery.

Didn't you actually do that? If you had bought at .017 on 1 October, you would be more than 100% up at cob today.

I bought into this more than a year ago and I can't for the life of me remember why. Their zeolite IP is looking promising and I guess (hope) that's the reason for the current interest.
 
I bought into this more than a year ago and I can't for the life of me remember why.
I have a memory that also excludes certain things.
When I buy a stock, I know why I am buying it. Can't throw money at every speccie having a rumour run.
Don't like leaky ships unless I'm there when the leaks occur.

I wish you every success on your holding, Jack.
 
Can't throw money at every speccie having a rumour run.

DNH either ... totally missed it, but good early call anyway Rock ..... Ballistic few days.

The standard "we know nothing" from management regarding the current rise/volume. Fair enough really; they did give us a heads up in the Quarterly 30th October.

As you suggest though Rock, for everyone that flys, there are 3 that don't:inpain: We need to borrow @Garpal Gumnut 's secret set of darts to get better accuracy.:cool:
 
DNH either ... totally missed it, but good early call anyway Rock ..... Ballistic few days.

The standard "we know nothing" from management regarding the current rise/volume. Fair enough really; they did give us a heads up in the Quarterly 30th October.

As you suggest though Rock, for everyone that flys, there are 3 that don't:inpain: We need to borrow @Garpal Gumnut 's secret set of darts to get better accuracy.:cool:
Hubris seems to have affected my throws. I'm sitting on a number of species that will either double or halve the $ value of my specie portfolio. It has been doldrum days for me. .001 up, .001 down.

So.... I'm off from Townsville to the Gold Coast in the Arnage via the Bowen Basin and Gympie. I'll keep my ear open for any tips to assist my dart throwing. I'll be incommunicado so the portfolio will have to sink or swim on its own early next week. MBK ARV are the most decent of them so you can imagine the state of the rest which I am too ashamed to post. It certainly is a gamblers market.

gg
 
On December 2nd, 2020, Metalsearch Limited (MSE) changed its name and ASX code to Zeotech Limited (ZEO).
 
Zeotech Limited (ZEO) is a industrial kaolin and mineral processing technology Company. ZEO is currently working with the University of Queensland to commercialise novel and proprietary zeolite mineral processing technology.

The company gets a mention in a summary of Carbon Capture and Storage Technologies in the AFR. Technologies are evolving, and with the continued support of governments both locally and overseas, the prize of delivering a CCS system that works, is reliable and helps bring net emissions to zero, is a big one. Research projects the industry to be worth more than $US6 billion by 2027.Some ASX-listed companies have their eye on the CCS prize. This is how they are progressing in helping to reduce our carbon footprint.
ZEO has developed a proprietary zeolite mineral-processing technology. Zeolites are traditionally used as a substitute for phosphates that are harmful to the environment when released into waterways. But zeolites also have strong absorbent capabilities and academic research literature has been published concerning the propensity of zeolite for CO2 absorption.

The company has recently engaged with the University of Queensland to evaluate the performance of synthetic zeolites in carbon capture. The hope is that a cost effective synthetic zeolite-centric carbon capture solution can be delivered to market on a commercial scale.

others mentioned are Calix CXL and Hazer HZR.

Note: Companies such as Santos, Orica, Origin Energy, BPH Energy, Vulcan Energy and others that are seeking to incorporate CCS within their current processes have been excluded. The intention of this article is to focus on those looking to commercialise their technology as a priority.

Six month daily chart:
1614986757517.png
 
@tech/a tipped ZEO for the April comp, but it would have been better if it was the short Feb month. Has it done its dash, or is this just the start?

No news, not even an ASX missive (so far)
1617064998163.png
 
For those looking for a spec play here is one worth looking at, I think.
Laconia have an interesting exploration schedule this quarter, including drilling for gold at Kookynie, in the eastern goldfields. Area targetted has high grade historic results, at a small depth range, though near surface.
The Mooletar Project has an Exploration Target of 216-264Mt @ 30-35% Fe.
Most intersetingly of all is the 701 mile Project, looking for gold and base metals. The real interest here is in the REE potential of this area. Anything that turns up significant REE rockets, so may be worth a punt.

LCR has the capital structure i look for in a company, but i have another fish to fry ATM, so thought to highlight it for others that may be interested. Is very near its 12 mth low and look to be careful with the cash they have in bank.

Current SP 8.5c
MC $5m
Shares on Issue 70m
12mth High/Low 7.6/17c
Cash at Hand $3.1m
Expenses this Quarter $300k
11 years on...
Current SP 5.0c
MC $80m
Shares on issue 1,500m
Cash on Hand $4.1m
Name changes: 2

How on earth is the market cap not in the 20-30 million range? What am I missing here? And what do they do again these days? Research stuff with some universities? Play around on some Kaolin tenements? Get government handouts (637k last quarter)? Do they own shares in another junior???

A lot of people forget there was a time not too long ago where a whole lot of juniors were valued at only a million or two above their cash balances.
 
ZEO has been quietly ticking boxes and building a respectable team working with good partnerships capable of achieving set goals. In the meantime many have jumped on board and patiently remain in the hope the SP would take off.
I believe the steady flow of news will reappear in the second half of the year, nonetheless I’ve selected ZEO in the May 2023 tipping competition, I think it’s chart indicates a bottom of sorts or not.
 
A revisit exactly a year later, par hasard, and ZEO seems to be going for runs and then slipping back.
Screenshot_20240622-150948_CommSec.jpg

.
There is progress, of sorts, and trial production of metakaolin has taken place, and sent for analysis. Is this all they do for a MC of $60M ?

About Zeotech
Zeotech Limited (ASX: ZEO) is a team of dedicated people, working together to build a future focused company, leveraging proprietary technology for the low-cost production of advanced materials to deliver solutions aimed at addressing sustainability challenges.

About Toondoon Kaolin Project
Toondoon comprises an approved Mining Lease (ML80126) and two Exploration Permits for Minerals (EPM 27395 & 27866), located approximately 20 kilometres south of Mundubbera, Qld and spans over 28,000 hectares. The high kaolinite content of Toondoon’s raw ore of between 80-90% underpins a potential competitive cost advantage, due to the limited beneficiation required to produce a high reactivity metakaolin.
Toondoon high reactivity metakaolin exceeds the Australian Standard and ASTM International Standard for a manufactured pozzolan for cement and concrete, and is an optimal feedstock for manufactured zeolite production.
 
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