Zentek Ltd. · TSXV:ZEN
Zentek — Investor Presentation (June 2022)
29 slides from Zentek's investor presentation, Jun 10, 2022
Slide 1: Corporate Presentation
Corporate Presentation NASDAQ: ZTEK June 2022 TSXV: ZEN 1
Slide 2: Forward-Looking Statement & Disclaimer
Forward-Looking Statement & Disclaimer This presentation is being provided for information purposes only and does not constitute or form part of, and should not be construed as, an offer or invitation to sell or any solicitation of any offer to purchase or subscribe for any securities of Zentek Ltd.
Slide 3: Who we are
Who we are Zentek is a Canadian, IP development and commercialization company focused on next- gen healthcare solutions in the areas of prevention, detection and treatment. 3
Slide 4: Our Business Model
Our Business Model Research Prioritization Commercialization Health Health Disease Advanced Detection Advanced Materials Materials Fuel Additive Clean Tech Coatings Clean Tech (ice, fire, corrosion) IP Developed Funding & Patent & Royalty Grants Applications Arrangements Technologies above not Exhau
Slide 5: Common Share Listings
Common Share Listings NASDAQ: ZTEK ZTEK ZEN TSXV: ZEN Exchange NASDAQ TSXV Recent Price $1.99 C$2.56 • ~US$250M market (a/o 6/10/22) (a/o 6/10/22) $1.36 - C$1.71- 52 Wk. Range capitalization (no debt) $5.95 C$7.50 Market Cap ~$197M ~C$254M • Completed capital raise of (a/o 6/10/22) (a/o 6/10/22) Avg
Slide 6: Corporate Overview
Corporate Overview IP development and commercialization company focused on next-gen, nanotechnology-enabled healthcare solutions Robust IP development pipeline with near-term commercialization opportunities: PREVENTION DETECTION ZenGUARDTM for PPE and Aptamer-based rapid detection potentially other
Slide 7: Prevention
PREVENTION 7
Slide 8: ZenGUARD Technology
ZenGUARD™ Technology Typical ASTM Level 3, 3-ply Antimicrobial Surgical Mask Coating Seasonal Flu Tuberculosis VS SARS-CoV-2 • Patent pending, non-toxic, antimicrobial coating that has shown to be 99+% effective deactivating numerous pathogens, including SARS-CoV-2 • BFE/VFE > 99.99%1: 98.9% more ba
Slide 9: ZenGUARD – Next-Gen Front-Line Protection Antimicrobial Coating
ZenGUARD™ – Next-Gen Front-Line Protection Antimicrobial Coating TM ZenGUARD on masks, and potentially on other PPE to help protect frontline workers and the public and to reduce the spread of pathogens (including and beyond COVID-19) Health Canada has authorized the sale of ZenGUARD™ ASTM Level 3 d
Slide 10: Monetizing Current Opportunities – Prevention
Monetizing Current Opportunities – Prevention Health Canada Authorized Antimicrobial > US $52B 1 > US $66B 2 Personal Protective Equipment Coating Indoor Air Quality (PPE) ZenGUARDTM on masks, and ZenGUARDTM potentially used on potentially gloves and other PPE to air filters to kill airborne pathoge
Slide 11: Disposable Mask Market Opportunity
Disposable Mask Market Opportunity Assumptions: Market Penetration and • 1.5 trillion masks being used globally per Gross Margin Scenario Analysis (For Illustrative Purposes Only2) year 1 • We believe steady state demand could be ~60% of current need or ~930 billion $1,000 372 464 557 232 279 186 •
Slide 12: Global Footprint – Manufacturing & Distribution
Global Footprint – Manufacturing & Distribution As Zentek seeks to gain access to new markets, reliable, high-capacity and high-quality production with additional sales channels are crucial to our global success. • EkoMed (Turkey) – 120 customers in countries worldwide. • Trebor (Canada) – First Can
Slide 13: ZenGUARD – PPE & Indoor Air Quality Markets Commercialization
ZenGUARD™ - PPE & Indoor Air Quality Markets Commercialization • Received a medical device establishment license (MDEL) from Health Canada, permitting Zentek to manufacture, and distribute all Class I medical devices • Receiving direct retail orders for ZenGUARD™-enhanced surgical masks under Health
Slide 14: Detection
- f Uy a q ee / z DETECTION
Slide 15: Aptamer-Based Disease Detection Platform
Aptamer-Based Disease Detection Platform Rapid/Early Detection Improving Highly Health Accessible Accurate Outcomes Scalable Inexpensive (to new pathogens) 15
Slide 16: Aptamer-Based Disease Detection Platform
Aptamer-Based Disease Detection Platform RT-qPCR Aptamers Antibodies (gold standard) Very low limits of detection Low limits of detection Higher limits of detection Accuracy (~100 cp/ml); typically used at 300-400 (1,000 cp/ml); potential for as low required (>10,000 cp/ml) cp/ml as ~100 cp/ml Colle
Slide 17: Aptamer-Based Technology
Aptamer-Based Technology HIV E Coli Strep Throat Disease Detection Platform Seasonal Our simple and fast technology Flu can potentially detect numerous pathogens to: Other Cancer Aptamer • Identify infections sooner Can be customized Cells to attach to and • Potentially end outbreaks Tuberculosis fa
Slide 18: Aptamer-Based Rapid Detection Overview
Aptamer-Based Rapid Detection Overview Our Aptamer-Based Rapid Technology is: SIMPLE FAST ACCURATE SCALABLE AFFORDABLE Saliva-based tests are Test results provided Impedance-based Aptamers are Simple, low-cost easier to use with less in 7-10 minutes detection enables synthetic molecules hardware and
Slide 19: Rapid Detection Current and Future Demand
Rapid Detection Current and Future Demand • Pandemic highlights the importance of rapid, accurate >2.6B testing $23.4B COVID Tests • Simple, low-cost options and familiarity anticipated to 2020 Global Rapid Test Kit Administered Globally1 make testing even more widespread further supporting Market E
Slide 20: Summary
Summary Zentek develops and commercializes IP for next-gen, nanotechnology-enabled healthcare solutions Robust IP pipeline with large-scale, high-growth commercialization opportunities PREVENTION DETECTION IP PIPELINE • Building on Health Canada • Additional testing for • Continuing to develop high-
Slide 21: Development & Commercialization Roadmap
Development & Commercialization Roadmap Technology ZenGUARD™ on Masks and PPE 9 Readiness ZenGUARD™ on HVAC 6 Levels Air Filters Rapid Pathogen Detection 6 9 8 7 POC Aptamers Production / Development Ice Phobic Coating 4 6 5 4 Fire Retardant Coating 4 Technology Demonstration Graphene Fuel Additive
Slide 22: Thank you!
Thank you! Ryan Shacklock, Zentek rshacklock@zentek.com Tyler Dunn, Zentek tdunn@coreir.com Facebook - facebook.com/zentekltd LinkedIn - linkedin.com/company/zentekltd/ Twitter - twitter.com/zentekltd Instagram - instagram.com/zentekltd YouTube - youtube.com/c/zentekltd 22
Slide 23: Appendix
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Slide 24: Potential Therapeutic Treatment
Potential Therapeutic Treatment In Vitro Efficacy • Our patent pending compound has shown 99.9% effectiveness against Gram + and Gram – bacteria, including antimicrobial resistant (AMR) organisms and fungi Safety • Cytotoxicity testing results recorded no adverse effects on lab animals after seven d
Slide 25: Sustainable Development - Pipeline
Sustainable Development - Pipeline Clean Advanced Tech Materials Graphene-Based Fuel Additive Carbon-Based Icephobic Coating • Stable additive that has shown to • Has shown to be a 96% improvement increase the fuel economy of diesel over aluminum and 80% improvement combustion by up to 10% in initia
Slide 26: Graphene-Based Fire-Retardant Additive
Graphene-Based Fire-Retardant Additive • Filed a provisional patent for an innovative Graphene Oxide-Metal-Organic Framework (GO-MOF) compound for use in fire retardant products • Contains only components that are generally considered environmentally friendly, and no solvents or toxic chemicals • By
Slide 27: Leadership – Officers/Directors
Leadership – Officers/Directors Greg Fenton - Chief Executive Officer, Director Seasoned investment professional, with a Bay Street career spanning nearly 30 years. He has worked in various capacities with ever-increasing responsibility in both the Canadian banking and investment management sectors.
Slide 28: Advisory Board
Advisory Board Dr. Yingfu Li - Professor in the Department of Biochemistry and Biomedical Sciences Dr. Li is a Professor in the Department of Biochemistry and Biomedical Sciences at McMaster University. He earned a Ph.D. in Biochemistry from Simon Fraser University, where he discovered a DNA molecul
Slide 29: Advisory Board
Advisory Board Ravi Kaza - Advisor Mr. Kaza graduated from The Wharton School of the University of Pennsylvania with a BS in Finance Summa Cum Laude at age 19 and has spent the last 25 years consistently focused on disruptive technologies. He started his career in Silicon Valley at a prominent inves