Research from Atrium Research, Atrium Research Corporation

Atrium Research

Research from Atrium Research

Atrium Research Corporation

Atrium Research provides institutional quality issuer paid research on public equities in North America. Our investment philosophy takes a 3-5 year view on equities currently being overlooked by the market. Our research process emphasizes understanding the key performance metrics for each specific company, trustworthy management teams, unit economics, and an in-depth valuation analysis. 

Our research product includes in-depth initiation reports, research notes, thematic research pieces, and company fact sheets.

Equity Bottom-Up

<ul>
<li>Zentek announced that it has shipped its first order of enhanced air filters to a federal facility under its standing offer with the Government of Canada.</li>
<li>This marks a meaningful milestone for the segment.</li>
<li>Last week, ZEN filed the technical report for its PEA on Albany, providing key details on the study.</li>
</ul>


Zentek announced that it has shipped its first order of enhanced air filters to a federal facility under its standing offer with the Government of Canada.
This marks a meaningful milestone for the segment.
Last week, ZEN filed the technical report for its PEA on Albany, providing key details on the study.


ZEN: Ships Government of Canada Order & Files PEA Technical Report

<ul>
<li>Zentek's core asset is the Albany Graphite Project, a PEA-stage deposit of naturally occurring ultra-high-purity graphite in northern Ontario.</li>
<li>Albany is being developed to supply 5N (99.999%) specification-grade graphite to the nuclear, defence, and semiconductor markets, and its recent PEA carries an after-tax NPV5% of US$3.85B (US$2.29B at 8%).</li>
<li>Bench-scale purification has already reached 5N+ (99.9992% carbon) at 2.60 ppm equivalent boron content through an acid-free process.</li>
</ul>


Zentek's core asset is the Albany Graphite Project, a PEA-stage deposit of naturally occurring ultra-high-purity graphite in northern Ontario.
Albany is being developed to supply 5N (99.999%) specification-grade graphite to the nuclear, defence, and semiconductor markets, and its recent PEA carries an after-tax NPV5% of US$3.85B (US$2.29B at 8%).
Bench-scale purification has already reached 5N+ (99.9992% carbon) at 2.60 ppm equivalent boron content through an acid-free process.


ZEN: US$3.85B Nuclear-Grade Graphite Asset Trading at ~US$60M

Research from Water Tower Research, Water Tower Research

Water Tower Research

Research from Water Tower Research

Water Tower Research is a leading equity research firm that provides research on micro, small and mid cap companies.

Water Tower Research was founded by Wall Street veterans after witnessing a fundamental shift in the investment research industry with the result being a declining knowledge base among investors, a lack of awareness and a shrinking pool of fundamental research being conducted on companies across the small-cap and micro-cap spectrum. The same issues are now increasingly occurring in the mid-cap space. This sea change within the investment community is impacting not only the companies themselves but also current shareholders and potential investors. With significantly less active sell-side sponsorship by Wall Street, a substantial information gap has developed between companies and various constituents in the financial community. The net result is fewer channels for insight and information to flow between companies and investors.

Equity Research Firm

Thematic (Sector/Industry)

<ul><li>Last week, the WTR Sustainable Index was down 0.4% W/W versus the S&amp;P 500 Index (up 0.3%), the Russell 2000 Index (up 1.0%), and the Nasdaq Index (up 1.0%).</li><li>Energy Technology (42% of the index) was up 1.4%, while Transportation Solutions (33% of the index) was down 1.8%, Climate Tech and Clean Tech (18% of the index) was down 0.6%, and Climate Tech Mining and Processing (7% of the index) was down 3.7%.</li><li>Top 10 Performers: WNDW, POLA, STTDF, ALLIF, LOOP, RAIN, IONR, ZTEK, AWLIF, AKCCF</li></ul>

Last week, the WTR Sustainable Index was down 0.4% W/W versus the S&amp;P 500 Index (up 0.3%), the Russell 2000 Index (up 1.0%), and the Nasdaq Index (up 1.0%).Energy Technology (42% of the index) was up 1.4%, while Transportation Solutions (33% of the index) was down 1.8%, Climate Tech and Clean Tech (18% of the index) was down 0.6%, and Climate Tech Mining and Processing (7% of the index) was down 3.7%.Top 10 Performers: WNDW, POLA, STTDF, ALLIF, LOOP, RAIN, IONR, ZTEK, AWLIF, AKCCF

Sustainable Investing Surveyor Focus on Eco Wave Power (WAVE) - September 8, 2025

Canada

Zentek Ltd. develops nano-material technologies and composites. The Company offers graphene materials produced from our albany deposit that are used for making composites like concrete, rubber, and plastics. Zentek serves customers in Canada.

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Zentek (ZTEK US)

ZEN: Ships Government of Canada Order & Files PEA Technical Report

Zentek announced that it has shipped its first order of enhanced air filters to a federal facility under its standing offer with the Government of...

Atrium Research

ZEN: US$3.85B Nuclear-Grade Graphite Asset Trading at ~US$60M

Zentek's core asset is the Albany Graphite Project, a PEA-stage deposit of naturally occurring ultra-high-purity graphite in northern Ontario.

Atrium Research

Sustainable Investing Surveyor Focus on Eco Wave Power (WAVE) - September 8, 2025

Last week, the WTR Sustainable Index was down 0.4% W/W versus the S&P 500 Index (up 0.3%), the Russell 2000 Index (up 1.0%), and the Nasdaq Index...

Water Tower Research

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