Professional
Added to YB: 2026-09-17
Pitch date: 2026-09-14
ZEN.V [bullish]
Zentek Ltd.
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 96.2M
Pitch Price
N/A
Price Target
2.70
Dividend
N/A
EV/EBITDA
-7.83
P/E
-7.90
EV/Sales
753.44
Sector
Health Care Equipment and Supplies
Category
value
Zentek – US$3.85B Nuclear-Grade Graphite Asset Trading at ~US$60M
ZEN.V: Zentek’s value is anchored by Albany, a PEA-stage Ontario graphite project that achieved 5N+ purity in bench testing and carries a US$2.29B after-tax NPV8%. Valuing Albany at 0.1x P/NAV plus US$10M for revenue-generating ZenGUARD supports a C$2.70 target, or 275% upside. The key risks are the absence of qualified customers or offtake, dependence on US$23,485/t pricing, and US$817M of initial capex.
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