Added to YB: 2026-09-15
Pitch date: 2026-09-13
ECT.AX [bullish]
Environmental Clean Technologies Limited
-4%
current return
Author Info
OptimusDelta is a full-time investor with 20+ years experience in the Defense sector, from operational deployments through to commercial application. Sign up for the newsletter.
Company Info
Environmental Clean Technologies Limited engages in the investment, research, development, and commercialization of technologies in Australia and United States.
Market Cap
AUD 44.9M
Pitch Price
AUD 0.13
Price Target
N/A
Dividend
N/A
EV/EBITDA
-9.88
P/E
-6.40
EV/Sales
N/A
Sector
Commercial Services and Supplies
Category
special_situation
The Second Monopoly - Environmental Clean Technologies Limited
ECT.AX: Environmental Clean Technologies, valued around A$54m at 12c, is a pre-revenue MXene bet whose proposed Xenica acquisition would bring an exclusive Rice licence for flash synthesis in ~30 seconds versus 12–24 hours plus washing, using Metallium’s existing reactors. The rare-earth precedent supports securing midstream rights before demand emerges, but no defence procurement exists; value hinges on obtaining military-use rights and confirming which patents underpin the Rice licence.
Read full article (10 min)