Professional
Added to YB: 2026-10-07
Pitch date: 2026-10-01
ZEN.V [bullish]
Zentek Ltd.
-16.44%
current return
Author Info
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Company Info
Zentek Ltd., together with its subsidiaries, engages in the research and development of graphene and related nanomaterials in Canada.
Market Cap
CAD 82.3M
Pitch Price
CAD 0.73
Price Target
2.70 (+343%)
Dividend
N/A
EV/EBITDA
-6.49
P/E
-6.76
EV/Sales
624.77
Sector
Health Care Equipment and Supplies
Category
value
Zentek – Ships Government of Canada Order & Files PEA Technical Report
ZEN.V (hold): Zentek’s $2.70/share target rests primarily on Albany, whose PEA confirms a US$3.85B after-tax NPV at 5%, 27.4% IRR and US$817M initial capital; NPV falls to US$1.98B at 25% lower pricing. The first ZenGUARD filter shipment turns the federal standing offer into an actual order from a federal facility where Zentek can start generating revenue. Albany’s model assumes construction in 2030-32 and first production in 2033.
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