5E Advanced Materials Inc Stock Price, News & Analysis

5E Advanced Materials (Nasdaq:FEAM) announced that CEO Paul Weibel will present at the LD Micro Main Event XIX in San Diego on Monday, October 20, 2025 at 9:00 a.m. PT.

The presentation will cover recent progress at Fort Cady and 5E's strategy to advance a U.S. supply of boron and lithium. A live webcast is available at https://ldmicrocasts.com/#register, with a replay posted on 5E's investor site at www.5eadvancedmaterials.com/investors.

LD Micro Main Event XIX brings together executives from over 200 public companies and more than 1,000 investors for presentations and one-on-one meetings.

5E Advanced Materials (Nasdaq:FEAM) shipped 20 tons of boric acid from its Fort Cady operations on October 14, 2025, with an additional 1,000 pounds scheduled for shipment later in the week for domestic boron carbide production.

The shipments are being delivered to potential customers in the energy, specialty glass, and defense sectors for evaluation and qualification and are described as milestones toward commercial production. The company is a development-stage producer focused on building a U.S. supply of boron; its Fort Cady site is noted as one of the largest undeveloped boron deposits in North America and has been designated Critical Infrastructure by the U.S. Department of Homeland Security.

5E Advanced Materials (NASDAQ:FEAM) hosted its FY2025 earnings call, highlighting significant progress in its transition from development to commercial readiness. The company's Fort Cady project demonstrated strong economics with a pre-tax NPV7 of $725 million, 19.2% IRR, and a 39.5-year mine life.

Key achievements include successful qualification of high-purity boric acid by 14 customers, preparation for full-scale product testing with a Tier-1 specialty glass manufacturer, and securing a non-binding LOI from U.S. EXIM Bank for a potential $285 million debt facility. The company aims to reach Final Investment Decision (FID) by mid-2026, positioning itself as a crucial player in the U.S. boron supply chain amid projected supply shortfalls.

5E Advanced Materials (NASDAQ:FEAM) has scheduled its fiscal year 2025 year-end conference call for September 29, 2025, at 5:00 p.m. Eastern Time. The company, which aims to become a global leader in refined borates and advanced boron derivative materials, will discuss financial results, operational milestones, and fiscal year 2026 objectives.

The call will focus on project economics validation, customer qualifications, progress on off-take agreements, and catalysts leading to a Final Investment Decision (FID) planned for 2026. The one-hour audio webcast and teleconference will be available to all investors, with replay access until October 13, 2025.

5E Advanced Materials (NASDAQ:FEAM) has successfully completed a crucial logistics trial in its commercial qualification process with a major global specialty glass manufacturer. The trial involved shipping boron-rich material from California to Taiwan, with the product passing all required specifications after a 20-day international transit.

The successful trial represents a significant milestone in 5E's path toward commercial validation and long-term supply agreements. The company's material will undergo full-scale product testing within the customer's production system, targeting applications in mobile electronics, advanced telecommunications, and life sciences.

5E Advanced Materials (NASDAQ:FEAM) has completed its previously announced public offering, raising $8.31 million in gross proceeds through the sale of 2,374,481 shares of common stock at $3.50 per share.

The company, which focuses on becoming a vertically integrated supplier of specialty boron and advanced boron derivative materials, plans to use the proceeds for operating its small-scale boron facility, wellfield development, FEL-3 engineering planning, and general corporate purposes. Konik Capital Partners acted as the lead bookrunning manager for the offering.

5E Advanced Materials (NASDAQ:FEAM) has announced the pricing of its public offering of 2,374,481 shares of common stock at $3.50 per share, expecting to raise approximately $8.31 million in gross proceeds.

The offering, led by Konik Capital Partners as the bookrunning manager, is expected to close on August 25, 2025. The company plans to use the proceeds for operating its small-scale boron facility (SSBF), wellfield development, advanced FEL-3 engineering planning, and general corporate purposes.

The offering is being conducted through an effective shelf registration statement on Form S-3 filed with the SEC.

5E Advanced Materials (NASDAQ:FEAM) has announced the launch of an underwritten public offering of its common stock shares. The company, which focuses on becoming a vertically integrated supplier of specialty boron and advanced boron derivative materials, will be the sole offerer of the shares.

The offering will be managed by Konik Capital Partners as lead bookrunning manager. 5E plans to grant underwriters a 30-day option to purchase additional shares at the public offering price. The offering will be made through a prospectus supplement and accompanying prospectus filed under the company's effective shelf registration statement from February 27, 2024.

5E Advanced Materials (NASDAQ:FEAM) has published a Pre-Feasibility Technical Report for its Fort Cady Project, revealing a US$724.8M pre-tax NPV7 and 19.2% IRR with an initial 39.5-year mine life. The Phase 1 project targets 130,000 tons per year of boric acid production, representing ~11% of current global demand.

The project features 5.4M tons of boric acid reserves with an 8.03% grade, requiring an initial capital investment of US$367M plus US$68M in contingency and owner's costs. The all-in sustaining cash cost is projected at US$554.80 per ton of boric acid, with revenue primarily derived from boric acid sales (94%) and by-products including calcium chloride and gypsum (6%).

The company has already commenced mining operations and operates a small-scale facility since April 2024, having qualified 14 customers for potential offtake agreements. Commercial production is targeted for 2028.