Zentek Ltd. (ZTEK) SEC Filings, Jun-Jul 2026

Zentek Ltd. submits an amended foreign issuer report to update how a prior disclosure interacts with its U.S. shelf registration. The amendment incorporates Exhibit 99.1, a June 9, 2026 press release titled “Zentek Granted U.S. Patent for ZenGuard™ Graphene-based Technology,” into Zentek’s Registration Statement on Form F-3 (File No. 333-278886). The company states there are no other changes to the earlier report.

Zentek Ltd. engaged IMPAQ Capital inc., an independent Montreal-based investor relations firm, to run customized outreach programs connecting the company with qualified investment professionals across North America and to deliver regular activity reports. The agreement runs for an initial six months from July 20, 2026, and automatically renews for successive three‑month periods unless terminated by Zentek. IMPAQ will receive 13 500 $ CA per month in cash plus applicable taxes, no securities will be issued under the arrangement, and the mandate is subject to TSX Venture Exchange acceptance. Zentek and IMPAQ are at arm’s length, and neither IMPAQ nor its insiders hold Zentek shares or options.

Management highlights Albany, Zentek’s main critical minerals asset, where independent bench‑scale purification achieved 99,9992 % graphite purity and a 2,60 ppm equivalent boron concentration, consistent with published nuclear‑grade graphite benchmarks, with a preliminary economic assessment under Règlement 43‑101 expected to be completed in summer 2026. Zentek notes that its patented graphene coating platform ZenGUARD is already generating commercial revenue and that graphite is designated a critical mineral by both Canada and the U.S. Department of Energy. Technical information was reviewed and approved by Peter Wood, P.Eng., P.Geo., a “personne qualifiée” under Règlement 43‑101.

Zentek Ltd. engaged Montréal-based IMPAQ Capital Inc., an independent, arm's-length investor relations firm, to increase its visibility with North American investment professionals. IMPAQ will run outreach programs and provide activity reports under a six-month mandate starting July 20, 2026, with automatic three-month renewals. The firm will be paid C$13,500 per month plus taxes; no securities are being issued, and the arrangement requires TSX Venture Exchange acceptance.

Management highlighted two key platforms: the Albany Graphite Project, independently purified at bench scale to 99.9992% graphite with 2.60 ppm boron and advancing toward a NI 43-101 Preliminary Economic Assessment targeted for completion in summer 2026, and ZenGUARD™, a patented graphene coating platform that is already generating commercial revenue.

Zentek Ltd. engaged Atrium Research Corporation, a company-sponsored research firm, to provide research coverage of the company.

Atrium will publish research reports and host two recorded interviews with management. Zentek will pay $13,200 per quarter for an initial 18‑month term starting July 15, 2026, after which the agreement may continue quarter-to-quarter. The engagement is subject to TSXV approval, and Atrium holds no Zentek securities.

Management highlights ongoing work on the Albany Graphite Project, targeted for a Preliminary Economic Assessment in summer 2026, and the ZenGUARD air filtration platform, which is already generating commercial revenue. Independent bench-scale testing reported Albany graphite purity of 99.9992% with boron concentration of 2.60 ppm, meeting published benchmarks for potential nuclear-grade applications.

Zentek Ltd. reported that its ZenGUARD™ Enhanced Air Filtration Media has completed a validation and qualification program with U.S. partner Quality Filters Inc., leading to a first commercial order.

Quality Filters placed an initial order for 244 rolls of ZenGUARD media to produce multiple HVAC air filter sizes, marking a shift from pilot testing to commercial production and market launch activities in the United States. Management describes this as an important step in Zentek’s U.S. commercialization strategy, using an established American manufacturer to reach commercial, healthcare, and institutional customers seeking higher-performance filtration solutions.

Zentek highlights independent research projecting the U.S. air filter market to reach about US$7.4 billion by 2032 and notes that buildings account for a large share of U.S. energy and electricity use, positioning energy-efficient air filtration technologies like ZenGUARD as a targeted opportunity within its broader portfolio of graphene-enabled and advanced material platforms.

Zentek Ltd. has established a pathway to sell its ZenGUARD™ Enhanced Air Filtration Media in the United States by signing an exclusive license agreement with Applied Silver Inc. The agreement allows Zentek to incorporate Applied Silver’s EPA-registered silver technology into a wide range of U.S. indoor air quality and air filtration products.

The license covers HVAC and cabin air systems across commercial, institutional, residential, industrial, transportation, cleanroom and healthcare settings, as well as certain personal respiratory protection products, for an initial eight-year term with automatic three-year renewals. Zentek intends to work with U.S.-based manufacturer Quality Filters Inc. to commercialize ZenGUARD in the large U.S. air filtration market, where energy-efficient air quality solutions are in demand.

Zentek Ltd. files Amendment No. 1 to its Annual Report on Form 40-F to furnish Inline XBRL exhibits (Exhibits 101 and 104) and to provide new Section 302 and 906 certifications and an auditor consent. The amendment affirms the original Annual Report for the fiscal year ended March 31, 2026 and states it does not amend or restate other content of the original filing.

The filing confirms 107,792,002 common shares outstanding as of March 31, 2026, discloses contractual obligations totaling 1,483 (stated in thousands, United States dollars) and notes the Company qualifies as an emerging growth company that is not subject to Section 404(b) attestation.

Zentek Ltd. has formed a new U.S.-based joint venture, Strategic Graphite Partners LLC, to position its Albany ultra-high-purity graphite within U.S. energy, defense, and national-security supply chains. The JV is 90% owned by Zentek USA Inc. and 10% by ALO Graphite Partners LLC.

The venture’s initial focus is U.S. customer engagement, material qualification, offtake discussions, and exploring U.S. and allied government funding opportunities for Albany material, which remains a 100% Zentek-owned Canadian asset. Zentek also granted each of consultants Jeremy Roenick and Nicolas Perkin 50,000 stock options, exercisable for 24 months at C$0.56 per share, vesting as ALO Partners meets capital contribution milestones to the JV.

Zentek Ltd. filed its Annual Report on Form 40-F, incorporating its Audited Consolidated Financial Statements, Annual Information Form, and Management's Discussion & Analysis for the fiscal year ended March 31, 2026. The report states 107,792,002 outstanding common shares as of March 31, 2026.

The company confirms foreign private issuer status, lists common shares on the TSX Venture Exchange and Nasdaq (symbol ZTEK), and identifies itself as an emerging growth company, noting it has not included the Section 404(b) attestation from its auditors under the JOBS Act transition rules.