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Gold/Mining/Energy : Zentek Ltd - ZEN
ZEN.V 0.930+6.9%Feb 6 9:30 AM EST
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From: Del Bocavista2/5/2026 1:10:41 PM
2 Recommendations

Recommended By
Steakhouse
ZTEK

   of 22979
 
Where IS Ottawa pouring in money ?
Nouveau Monde Graphite.
NOU has already had $50m.
Why would Ottawa need two Central Canada graphite deposits producing processable graphite ?
Ottawa can easily switch to Albany when Matawinie runs low.

In the meantime NOU is repeatedly crowing like a ...large crowing thing, about its deposit, its partners and its EV battery plant.
Any action by Ottawa towards Albany would be of the protectionist kind.
To maximise shareholder value I can't help but feel that Zen would need to contract a partner to do exploratory drilling - and that would confirm, and not deny Moe's claim of Albany being our lead business avenue.

The 2015 PEA gave an NPV of $438m for Albany.
Imagine the effect of a clearer pricing level for our quality Albany output, PLUS the results of further exploratory drilling that showed, say, three/four times as much of the good stuff in those pipes.

Then imagine the effect that would have on our sp.

All IMHO
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