Zentek Ltd. · TSX-V: ZEN · Nasdaq: ZTEK · Guelph, Ontario · August 2026
Three deep-science platforms - potential nuclear-grade graphite, graphene coatings, and aptamer biosciences - on a single client-funded, development-on-demand CRO model that owns the IP and minimises dilution.
Listing & capital structure
Zentek Ltd. is a reporting issuer in Canada and a foreign private issuer in the United States, filing on Form 6-K. All financial information is reported in Canadian dollars under IFRS.
Share prices are provided for information only, are delayed by at least 15 minutes, and may differ from the official exchange record. They are not a quotation on which any purchase or sale can be made and do not constitute investment advice.
| Common shares outstanding | 126,619,532 |
| Stock options (exercisable) | 5,311,750 |
| Restricted share units (RSUs) | 1,006,000 |
| Warrants outstanding | 22,461,060 |
| Shares issuable upon conversion of convertible debentures (at $2.20) | ~909,091 |
| Fully diluted shares | ~156,307,433 |
The numbers
Our three platforms are structurally independent: different markets, different buyers, different commercial triggers. Any one of them achieving commercial traction is a re-rating event. All three in motion simultaneously is the full thesis.
Investment strategy
We believe three structural conditions have converged simultaneously: geopolitical tailwinds, commercially-ready science, and a proven model.
Export licensing restrictions introduced in 2023 triggered over $1.8B in North American capacity announcements. Emerging pathogen threats have put significant US government biosecurity funding in play. Supply chain sovereignty is now a national security mandate across all Five Eyes nations: written into procurement frameworks, not just policy papers.
Thirty years of aptamer research is now commercially deployable for the first time. Triera has the team and the IP that makes that possible. Graphene coatings are moving from laboratory to industrial scale. Albany graphite has demonstrated bench-scale purity results consistent with published nuclear-grade thresholds, through independent testing. These are not projections: they are published, peer-reviewed, independently verified results.
The client-funded CRO model - industry brings the problem, Zentek develops the solution and owns the IP - has created multi-billion dollar companies in pharma (Charles River, ICON) and specialty materials (NanoXplore, Aptamer Group). Non-dilutive government funding can potentially offset R&D costs. No manufacturing capex required.
Filings & documents
Corporate presentation, annual filings, and regulatory reports. All continuous disclosure documents are also available on SEDAR+ and EDGAR.
The current investor deck covering the three platforms, the client-funded CRO model, and the valuation thesis. View it in the browser or download the presentation.
View the deckInvestor relations
Zentek is actively seeking strategic partners and long-term investors who recognise the convergence of critical minerals supply chain urgency, advanced air quality requirements, and next-generation therapeutic development. If you are exploring any of these areas, we would like to hear from you.
For investor enquiries, meeting requests, and continuous disclosure questions.
ir@zentek.comStrategic partnerships · licensing · co-development opportunities.
info@zentek.comInteractive tools · explore the data
Three interactive tools built to help investors, analysts, and technical partners understand the Albany deposit, its economics, and the global graphite market context.
An animated walkthrough of the global graphite supply chain - from mine to reactor - and where Albany sits within it. Built for investor conversations and partner briefings.
Adjust cut-off grade, recovery rates, and market pricing to model Albany's economics in real time. Understand the sensitivity of the project to key variables.
A plain-language explainer covering graphite grades, crystalline structure, processing requirements, and why Albany's igneous-hosted, fluid-derived origin matters for downstream applications.
Forward-looking information
This page contains forward-looking information within the meaning of applicable Canadian and United States securities laws, including statements about market opportunities, development timelines, potential revenue, valuation multiples, and funding sources. Forward-looking statements involve known and unknown risks and uncertainties, and actual results may differ materially from those expressed or implied. Zentek Ltd. (TSX-V: ZEN / Nasdaq: ZTEK) is a reporting issuer in Canada and a foreign private issuer in the United States, filing financial reports on Form 6-K under IFRS in Canadian dollars.
Nothing on this page constitutes a mineral resource or reserve estimate under NI 43-101, a medical claim, financial advice, or an offer or solicitation to buy or sell securities. Readers are referred to Zentek's continuous disclosure documents on SEDAR+ and EDGAR for complete risk factor disclosure. Full legal disclaimers →