Zentek Ltd Stock Price, News & Analysis

Zentek (Nasdaq:ZTEK) said subsidiary Albany Graphite achieved ultra-high purity—five‑nines (99.9992%) with an equivalent boron concentration of 2.60 ppm—meeting the <3 ppm threshold commonly referenced for nuclear applications. Independent lab tests of near‑net‑shaped graphite bricks confirmed finished components met key nuclear‑grade benchmarks for strength, density, electrical performance and impurity levels.

Management cites a growing ultra‑high‑purity graphite market (estimated 10.5% CAGR to 2030) and projects potential demand of 100,000–200,000 tonnes/year of purified natural high‑purity graphite over 15–20 years, positioning Albany as a potential North American supplier for nuclear, defense, aerospace and premium battery markets.

Zentek (Nasdaq:ZTEK) reported that subsidiary Albany Graphite achieved near-theoretical anode performance in independent lithium-ion coin cell tests on December 17, 2025. Carbon-coated, spheroidized Albany graphite delivered an average reversible capacity of 367.35 mAh/g, ~1.3% below the 372 mAh/g theoretical maximum, with average capacity retention >b>94% versus Li/Li+ over ~110–120 cycles and irreversible capacity loss of 7.0%–8.3%. Tests used industry-standard C/10 rate and electrode loadings near 10 mg/cm². A 50/50 blend of spheroidization rejects with NMC622 performed comparably as a conductive additive, suggesting higher yield and process efficiency for battery-grade graphite production.

Zentek (Nasdaq: ZTEK) appointed Mohammed (Moe) Jiwan as Chief Executive Officer and director, effective December 1, 2025. The board thanked Wendy Ford for her interim CEO leadership and confirmed she will continue as Chief Financial Officer. The company granted, effective November 25, 2025, (i) 475,000 stock options at $1.06 per share for three years with staged vesting and a four-month hold period, and (ii) 425,000 restricted share units vesting on December 1, 2026. Management said the CEO hire is intended to drive commercialization, secure capital, and unlock value from the company’s technologies and assets.

Zentek (NASDAQ:ZTEK) received a Canada Revenue Agency notice of reassessment dated October 8, 2025 related to the company's 2019 year and two flow-through financings that closed Dec 21, 2018 and Dec 20, 2019 for gross proceeds of $4,210,000.

CRA reclassified approximately $199,000 (16.467%) of renounced amounts as non-CEE, producing a Part XII.6 tax assessment of $22,481.89. Subscribers will be contacted by CRA about reduced deductions and reassessments.

Under subscription agreements, Zentek must indemnify affected subscribers within 20 business days, with a maximum aggregate indemnity exposure of $427,000.

Zentek (Nasdaq:ZTEK) announced a novel Graphite Gel-Based Fire-Retardant called GraphGel™ and an exclusive US licence with Altek dated November 4, 2025. The material combines a rapid gelation biopolymer and expandable graphite to form a thermal char; samples of 1/4" OSB coated and dried achieved ASTM E84 Class A with Flame Spread Index 25 (low) and 5 (high). Zentek reports Technology Readiness Level 5, spray delivery >75 lpm (20 gpm) enabling coverage of a 2,500 sq ft home in ~30 minutes. A live demo on October 24, 2025 exposed coated mini-houses to flames up to 1500°C for two minutes; coated structures showed substantially less damage and the coating washed off with water. Under the GBFR Agreement Altek pays development costs, a 5% royalty on net sales and must meet minimum royalty thresholds to retain exclusivity; Zentek retains IP ownership.

Zentek (Nasdaq:ZTEK) subsidiary Albany Graphite Corp reports additional material characterization showing its thermally purified Albany graphite meets nuclear-grade specifications. Key results: LOI purity 99.9992 wt.% C, Equivalent Boron Concentration 2.60 ppm (below 3 ppm spec), Air Jet Sieve Yield 100%, D50 10.7 µm, ash 0.0008 wt.%, compressibility 13.95%, four-point resistivity 0.428 Ω·in, and coefficient of friction 0.09. These metrics support suitability for matrix and pebble-bed reactor applications. The program’s final suitability step is production and testing of near-net-shaped graphite bricks to confirm composite properties for nuclear use.

Zentek (NASDAQ: ZTEK) held its annual and special meeting on September 25, 2025, where shareholders approved all proposed resolutions. The meeting resulted in the election of four board directors: Eric Wallman (97.16% approval), John Snisarenko (97.22%), Matt Fontes (72.51%), and Pete Gettinby (74.65%).

Shareholders also approved the appointment of BDO Canada LLP as auditors with 97.15% support and confirmed the company's omnibus long-term incentive plan with 87.41% approval. Following the meeting, John Snisarenko was appointed as the new Board Chair, replacing Eric Wallman, who will continue serving as Board Secretary and Chair of the Audit and Governance Committees.

Zentek (NASDAQ:ZTEK) provided a comprehensive corporate update covering multiple business segments. The company announced a CEO transition with CFO Wendy Ford appointed as Interim CEO following Greg Fenton's resignation. Their flagship product, ZenGUARD™ Enhanced Air Filters, demonstrated superior performance with 42% infectious aerosol removal efficiency compared to 16% for untreated filters.

The company is expanding globally, with strategic partnerships in Canada, Middle East, India, and South America. A significant milestone was achieved at Albany Graphite Corp., which purified graphite to 99.9992% (5N) purity, meeting nuclear industry standards. Additionally, Triera Biosciences reported promising preliminary results from in vivo testing of their H5N1 aptamer candidate, showing 5x greater survival rates and 80% less weight loss in test subjects.

Zentek (NASDAQ:ZTEK) announced that its subsidiary Albany Graphite Corp. (AGC) has achieved significant milestones in graphite purification. Working with American Energy Technologies Company (AETC), they successfully purified a second batch of Albany graphite to an ultra-high 5N purity level of 99.9992 wt.% C.

The material achieved an Equivalent Boron Concentration (EBC) of 2.60 ppm, below the 3 ppm nuclear industry requirement. This breakthrough was achieved using AETC's Fluidized Bed Reactor (FBR) purification process at 2,800°C without halogen gases, demonstrating potential for nuclear and battery applications.

The company is conducting additional testing for nuclear specifications, including particle size distribution, compressibility, resistivity, and coefficient of friction measurements, along with the production of graphite bricks for reactor lining applications.