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High materiality8/10

Zentek's Albany Graphite PEA signals potential multi-billion project value

Sep 24, 2026, 7:54 AM EDT1 sourcesAI-analyzed

Why it may matterVerify against the original reporting

Robust project economics and a clear route to Pre-Feasibility may de-risk the asset and support a re-rating for Zentek, subject to permitting outcomes and financing conditions.

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What happened, with direct paths to the underlying reporting

Zentek reports a NI 43-101 PEA for the Albany Graphite Project with an after-tax NPV of US$3.85B at 5% and IRR of 27.4%, based on US$817M initial capex and 30,000 t/yr finished graphite. The study supports moving to a Pre-Feasibility Study, highlighting HF-free, halogen-free purification and a pathway to domestic North American supply for nuclear-grade graphite. Permitting may hinge on Ontario's One Project, One Process and CLFN partnership, which could influence timing and costs.

Albany Graphite PEA shows after-tax NPV US$3.85B at 5% and IRR 27.4% for Zentek.
Initial capex US$817M; 30-year project life with 30,000 t/yr finished graphite.
Micon recommends advancing to Pre-Feasibility Study; purification is HF-free and halogen-free.
Bench tests show 99.9995% purity (5N) graphite; nuclear-grade potential emphasized.
Ontario One Project, One Process framework; CLFN partnership supports permitting and local benefits.

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