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  • A Kaolin deal bigger than anything Australia has seen?
22 September 2025
WRITTEN BY Shae Russell

A Kaolin deal bigger than anything Australia has seen?

Join us as we speak with James Marsh, CEO of Zeotech (ASX:ZEO), to explore the company’s landmark offtake agreement and discuss how this changes the outlook for its kaolin business.

🔑 Key topics discussed:
📜 Binding offtake deal with MSI for kaolin direct shipping ore – among the largest ever in Australia’s kaolin industry.
💰 $200 million revenue in the first five years, with margins above 40% and just $8 million start-up investment.
🚢 Simple mining and shipping model: From free-dig kaolin to FOB cash flow in early 2026.

About the guest and company:
James Marsh brings extensive expertise to Zeotech, an innovative materials company advancing kaolin and its proprietary AusPozz technology. The company is focused on delivering early cash flow through direct shipping ore while building its long-term core business in high-performance supplementary cementitious materials.

🎥 Watch the full interview to gain insights into Zeotech’s strategy and why this offtake deal marks a turning point for the company.

Add to Watch List:
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Written By Shae Russell
Shae has been an equities analyst with a focus on investment writing for 15 years; the last eight of which has centred on the domestic and international mining sector. She’s now bringing this expertise to enhance and strengthen Mining.com.au‘s role as Australia’s leading source of mining news.

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