Welcome to our dedicated page for Elevra Lithium news (Ticker: SYAXF), a resource for investors and traders seeking the latest updates and insights on Elevra Lithium stock.
Elevra Lithium reports operational and corporate developments as a North American lithium producer focused on spodumene concentrate. Recurring updates center on the North American Lithium project in Quebec, including production, sales volumes, realised pricing, operating costs, safety, mine sequencing, process-plant performance, and cash generation.
Company news also covers growth projects and portfolio work, including NAL expansion planning, Moblan studies, Ewoyaa updates, and prospective gold and lithium tenements in Western Australia. Additional recurring topics include offtake and downstream-processing arrangements, capital-structure updates, shareholder matters, governance disclosures, quarterly report advisories, and integration following the completed Sayona-Piedmont merger.
Elevra Lithium (ASX:ELV, NASDAQ:ELVR) has completed the sale of all its rights, interests and obligations over exploration licence E45/2364 in Western Australia to Wildcat Resources. Wildcat assumes full ownership, control and liability for the tenement.
According to Elevra, consideration totals A$16 million plus an ongoing royalty, comprising A$5 million cash on completion, A$8 million in Wildcat shares at A$0.353 per share, and a deferred A$3 million cash payment following Wildcat’s completed feasibility study. Elevra is also entitled to contingent cash of A$0.70 per tonne for each tonne of JORC Pegmatite Mineral Resource defined on E45/2364. The company states the deal monetises a non-core asset, simplifies its portfolio, and supports capital allocation to its core North American lithium growth projects.
Elevra Lithium (ASX: ELV, NASDAQ: ELVR) reported Q4 FY26 records at North American Lithium (NAL), with spodumene concentrate production up 15% QoQ to 54,479 dmt at 5.0% grade and lithium recovery improving to 71% (+5 percentage points QoQ). Mill utilisation remained high at 92% despite a major planned shutdown, and safety performance recorded no lost-time injuries.
Spodumene sales fell 39% QoQ to 33,977 dmt, with revenue down 61% to US$31 million as all tonnes were delivered under a legacy, lagged-pricing contract at an average US$921/dmt, 37% below the prior quarter. This contract has now been finalised. Unit operating costs per tonne sold increased 3% QoQ to US$907/dmt.
According to Elevra, an Updated Scoping Study for the NAL Brownfield Expansion more than doubled incremental post-tax NPV8% to C$969 million while maintaining total capex at C$366 million. A Strategic Financing Package was announced, including a US$196 million institutional placement, US$102 million in Canada Growth Fund convertible notes (two tranches) and an US$11 million share purchase plan, intended to fully fund the NAL Expansion.
Elevra also agreed to sell its interest in the Ewoyaa Project in Ghana to Huayou for approximately US$71 million cash (before fees) and purchased additional Moblan offtake rights to control 100% of its 60% pro rata entitlement. Group cash at 30 June 2026 was US$255 million, with net cash of US$200 million and a prepayment facility of US$55 million (since reduced by US$9 million in July 2026).
Elevra Lithium (ASX:ELV, NASDAQ:ELVR) plans to release its June 2026 Quarterly Activities Report on Tuesday, 28 July 2026 (AEST). The company will host an investor webcast on the same day at 9:30am AEST (7:30pm EDT on Monday, 27 July 2026), accessible via an online registration link and the Elevra website, with an archived replay available about two hours after completion.
Elevra Lithium (NASDAQ:ELVR, ASX:ELV) has broken ground on its fully funded North American Lithium (NAL) Expansion project, following a May 2026 capital raise that strengthened its balance sheet.
Stage 1 completion is targeted for mid-CY27, with an expected 15–20% increase in annual spodumene concentrate capacity and lower unit operating costs.
Elevra Lithium (ASX:ELV, NASDAQ:ELVR) has purchased and terminated Waratah’s Moblan spodumene offtake rights. Moblan is 60% owned by Elevra and 40% by Investissement Québec.
Elevra will issue Waratah US$5m in shares and US$0.5m in options, regaining 100% of its attributable Moblan offtake and removing a life-of-mine 5% price discount.
Elevra Lithium (ASX:ELV, NASDAQ:ELVR) released an updated Scoping Study for expanding the North American Lithium mine, outlining a three-stage, staged growth plan.
The study lifts incremental post-tax NPV(8%) to C$969M, total project NPV(8%) to C$3,112M, targets 338 ktpa concentrate, maintains total CAPEX at US$270M, and projects a 42% post-tax IRR with 25‑month payback.
Elevra Lithium (NASDAQ:ELVR, ASX:ELV) agreed to sell its entire interest, including offtake rights, in the Ewoyaa Lithium Project in Ghana to Zhejiang Huayou Cobalt for approximately US$71 million in cash before fees and taxes.
Completion is subject to Ghanaian regulatory approvals and is expected by the end of Q1 FY27, enabling Elevra to focus on core North American assets, simplify its portfolio, and remove ongoing Ewoyaa funding obligations.
Elevra Lithium (ASX: ELV; NASDAQ: ELVR) reported improved March 2026 quarter operations with record revenue of US$81.0M (up 22% QoQ) and YTD revenue US$167M (+68% YTD). Spodumene production was 47,332 dmt (up 7% QoQ) at 5.0% grade and mill utilisation hit 94%. Cash balance was US$113M.
The company reaffirmed FY26 guidance: production 180,000–190,000 dmt, sales 170,000–190,000 dmt, unit costs US$860–880/dmt, and capex US$26M. Key milestones include a staged NAL expansion program and Ewoyaa mining lease ratification.
Elevra Lithium (NASDAQ:ELVR) will release its March 2026 Quarterly Activities Report on Thursday, 23 April 2026. The company will host an investor webcast at 9:30am AEST (23 April) — 7:30pm ET (22 April) for North American viewers.
Retail investors can register to listen live via the webcast link and submit written questions during the session. An archived recording will be available about two hours after the webcast ends. Investors are advised to log in at least five minutes early. For enquiries contact Andrew Barber, Investor Relations.
Elevra Lithium (NASDAQ:ELVR) signed a non-binding Memorandum of Understanding with Mangrove Lithium to supply up to 144,000 tpa of spodumene concentrate from North American Lithium, ramping to that level by 2030 and representing ~46% of estimated sales volumes.
The proposed five-year supply would commence in 2028, is subject to Mangrove's final investment decision by June 2027, includes a floor and ceiling price to support NAL cashflow, and anticipates Mangrove converting feedstock into 20,000 tpa of battery-grade lithium. Test work on NAL spodumene is due Q3 CY26.