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Gold/Mining/Energy : Zentek Ltd.
ZEN.V 1.090-3.5%3:59 PM EST

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To: Jayfish who wrote (53752)10/6/2025 10:09:16 PM
From: Stang111 Recommendation

Recommended By
Nedski131

   of 53971
 
Chat estimates
  • A reasonable updated value range for Albany, incorporating the new nuclear suitability signal but before re-costing capex and adding nuclear-specific downstream capex, is roughly US$0.48B–$1.0B, with $0.75B–$0.9B looking like a pragmatic center if they can place ~30% of output into nuclear-grade over time at premium pricing.
  • If a future study shows meaningful nuclear share + long-term offtakes, the upper end (~$0.9B–$1.2B) becomes more defendable; if nuclear uptake is slow or pricing underwhelms, stick closer to $0.5B.

Would be nice
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