5E Advanced Materials Inc Stock Price, News & Analysis

5E Advanced Materials (Nasdaq: FEAM) closed an upsized, oversubscribed public offering of 18,000,000 common shares at $2.00 per share, raising approximately $36 million gross on February 3, 2026. The placement was led by a major existing stockholder and new institutional investors.

Net proceeds are intended to fund the small-scale boron facility (SSBF), wellfield development, finalization of the commercial mine plan, FEED engineering, and general corporate purposes, and to extend operational runway through commercialization. The offering was conducted under an effective Form S-1 (File No. 333-292988).

5E Advanced Materials (Nasdaq:FEAM) priced an upsized, oversubscribed best-efforts public offering of 18,000,000 common shares at $2.00 per share, generating gross proceeds of approximately $36.0 million. The offering is expected to close on February 2, 2026.

Net proceeds, together with existing cash and marketable securities, are intended to fund the company's small-scale boron facility, wellfield development, finalization of the commercial mine plan, FEED engineering, and general corporate purposes. Konik Capital Partners acted as sole placement agent. The offering is made pursuant to an effective Form S-1 declared effective on January 29, 2026.

5E Advanced Materials (NASDAQ:FEAM) completed a 20-ton commercial tank trial for boric acid with a major U.S.-headquartered LCD glass manufacturer and passed all qualification parameters on January 8, 2026. The multi-stage qualification began April 2025 with lab evaluations, included a supply chain trial in August 2025, shipment of 20 tons to Southeast Asia in October 2025, and a commercial tank trial that commenced in December 2025. Key tested parameters included impurity profiles, moisture, particle size distribution, flowability, and logistics. Passing the trial advances discussions toward a potential initial offtake agreement and supports 5E's commercialization strategy. The company notes boron's listing on the U.S. 2025 Critical Minerals List and its facility's Critical Infrastructure designation.

5E Advanced Materials (NASDAQ:FEAM) filed an omnibus U.S. patent application on December 17, 2025 for a proprietary, closed-loop in-situ leach (ISL) boron mining and production process that includes 167 invention claims. The application covers end-to-end steps from injection to recovery, processing, reinjection, and impurity management and aims to protect production of boric acid, gypsum, and sodium chloride.

The company cites prior ISL pilots (1981–1988), federal/state permits from the 1990s, an EPA approval in November 2023, recommencement of ISL mining in January 2024, and pilot horizontal wells converted in July 2025. The Small-Scale Facility has reportedly produced commercial-spec boric acid and gypsum. The filing is described as foundational to 5E's IP and domestic critical-mineral strategy.

5E Advanced Materials (Nasdaq:FEAM) announced that CEO Paul Weibel will present a strategic and commercial update at the RedChip Critical Minerals Virtual Investor Conference on December 10, 2025 at 1:30 PM ET.

The presentation will cover progress across commercial and technical workstreams, 5E's positioning in the U.S. critical minerals supply chain, and near-term milestones tied to customer engagement and long-term growth. A live Q&A with investors will follow; registration is available on RedChip's conference platform.

5E Advanced Materials (NASDAQ:FEAM / ASX:5EA) announced that a major domestic LCD glass manufacturer has begun a final tank trial using twenty tons of 5E boric acid shipped in October 2025.

Previous steps included a successful laboratory bench test and a two-ton overseas supply-chain trial; the company reports the product is meeting the customer's specifications and flowed well into the glass furnace. Results from the current trial are expected before year-end 2025. The company said successful completion could position 5E to pursue multi-year supply agreements amid a borates market dominated by a global oligopoly and growing U.S. strategic relevance after boron was added to the 2025 Critical Minerals List.

5E Advanced Materials (NASDAQ:FEAM) announced a material resource upgrade at its Fort Cady Project on November 19, 2025. Total Measured + Indicated boric acid resources rose 61% to 28.29M short tons at an average grade of 8.09% B2O3. Measured boric acid increased 170% to 9.09M short tons; Indicated rose 35% to 19.20M short tons. Total M+I Lithium Carbonate Equivalent increased 54% to 328k tons LCE. The company reports an implied resource life of 217 years at a first-phase rate of 130k short tons/year. Resources are reported under S-K 1300 and are not mineral reserves.

5E Advanced Materials (Nasdaq:FEAM) reported Q1 fiscal 2026 call highlights positioning the Fort Cady project toward a 2026 Final Investment Decision (FID). Key items: boron was added to the Final 2025 U.S. Critical Minerals List (Nov 7, 2025), expanding access to federal programs; an EXIM Letter of Interest for US$285M already exists and an EXIM Engineering Multiplier application for US$10M is underway. Customer validation includes a 20-ton boric acid shipment to Taiwan for furnace trials and a 1,000 lb domestic supply to a boron-carbide manufacturer. The company recorded remaining federal lode claims and initiated a resource upgrade and plans preliminary patent filings. Previously disclosed Phase 1 economics remain: ~39.5-year mine life, ~16% after-tax IRR, and ~US$469M after-tax NPV.

5E Advanced Materials (Nasdaq: FEAM) will host a Q1 investor call on Thursday, November 13, 2025 at 5:00 p.m. ET. The 60‑minute webcast and teleconference will cover operational progress, federal engagement, and market positioning following boron's addition to the 2025 U.S. Critical Minerals List.

Format: audio‑only webcast and teleconference. Registration and dial‑in details, live webcast link, and replay access (available through November 27, 2025) are provided for participants.