| | | What stands out to me is that Zentek is not a single-story company.
On one side, the Albany project positions itself within a highly strategic space: secure, ultra-high-purity graphite for mission-critical applications where supply reliability and quality matter more than volume. That alone puts it in a different category from many commodity-style plays.
On the other side, ZenGUARD represents a nearer-term, application-driven opportunity, targeting a large and historically under-innovated HVAC market, with a clear value proposition: improved performance without additional energy or retrofit costs.
From an investment perspective, what makes the story interesting is the combination of long-term strategic optionality and shorter-term commercialization paths, rather than reliance on a single binary outcome.
Execution and adoption will ultimately matter more than narratives, but the structure of the opportunity itself is worth paying attention to.
Best regards,
— Ngiuni |
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