STOCK TITAN

Elevra Lithium SEC Filings

ELVR NASDAQ

Welcome to our dedicated page for Elevra Lithium SEC filings (Ticker: ELVR), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.

The Elevra Lithium Limited (NASDAQ: ELVR) SEC filings page on Stock Titan provides access to the company’s U.S. regulatory disclosures as a foreign private issuer. Elevra files annual reports on Form 20-F and current reports on Form 6-K under the Securities Exchange Act of 1934, reflecting its status as a North American lithium producer listed on Nasdaq and the ASX.

Recent Form 6-K submissions include a range of ASX documents that have been furnished to the SEC. These cover Appendix 2A applications for quotation of securities, Appendix 3B proposed issues of securities, Appendix 3G notifications of the issue or conversion of unquoted equity securities, and Appendix 3H notifications of the cessation of securities. Through these filings, Elevra reports share placements, the issuance of ordinary shares in connection with transactions and fees, the exercise or expiry of options and performance rights, and changes to its issued capital.

Other 6-K filings include the company’s Quarterly Activities Report, which details operational and financial performance at North American Lithium and progress across its project portfolio, as well as Annual General Meeting results showing how shareholders voted on resolutions. Filings also describe corporate developments such as the completion of the merger between Sayona Mining Limited and Piedmont Lithium Inc., the renaming to Elevra Lithium Limited, and subsequent capital raisings.

On Stock Titan, Elevra’s SEC filings are updated as new documents are posted to EDGAR. AI-powered tools summarize key points from lengthy reports, helping users quickly understand changes in issued capital, project updates disclosed through 6-Ks, and other material information without reading every page of the underlying documents.

Rhea-AI Summary

Elevra Limited reports the conversion of unquoted employee incentive securities into ordinary shares. A total of 24,842 ELV ordinary fully paid shares were issued or transferred on 2 March 2026 following the exercise or conversion of ELVAM performance rights. These underlying securities are already quoted on the ASX and were satisfied by a transfer of existing shares. After this change, Elevra has 169,376,771 ordinary fully paid shares on issue, alongside 2,708,166 ELVAM performance rights and 2,723,613 ELVAN options expiring 31 December 2028.

Rhea-AI Impact
Rhea-AI Sentiment
End-of-Day
-- %
Tags
current report
-
Rhea-AI Summary

Elevra Lithium Limited reports FY26 half-year results showing stronger pricing and merger-driven gains alongside operational challenges at its North American Lithium mine. Revenue rose to US$86M, up 8%, as the average realised spodumene price increased 34% to US$937/dmt despite concentrate production falling 7% to 96kt and sales down 20% to 92kt.

Underlying EBITDA improved to a small profit of US$1M from a US$(25)M loss, while profit after tax swung to US$74M, largely driven by a US$156M impairment reversal and merger-related accounting effects. Operating cash flow was a US$(28)M outflow after US$24M of merger costs, though NAL itself generated US$5M operating cash. Cash rose to US$81M helped by merger proceeds and equity issuance.

The completed merger of Sayona Mining and Piedmont Lithium created a larger North American hard-rock producer, with NAL Ore Reserves up 124% to 48.6Mt at 1.11% Li₂O and Moblan Mineral Resources up 30% to 121Mt at 1.19% Li₂O. Elevra kept FY26 guidance unchanged, targeting 180,000–190,000dmt of production, 170,000–190,000dmt of sales, unit operating costs of US$860–US$880/dmt sold, and US$26M of capital expenditure.

Rhea-AI Impact
Rhea-AI Sentiment
End-of-Day
-- %
Tags
current report
-
Rhea-AI Summary

Elevra Limited filed a Form 6-K furnishing three Australian Securities Exchange announcements. The company has issued 1,407,986 ELVAM performance rights under its employee incentive scheme, which are unquoted and rank equally with existing rights in that class.

Key management personnel received part of this grant, including Lucas Dow via Dow Group Investments Trust and other senior executives. After the issue, Elevra reports 169,376,771 ELV ordinary fully paid shares on issue, alongside 2,753,451 ELVAM performance rights and 2,723,613 ELVAN options. The filing also advises that the FY26 half-year report will be released on 25 February 2026, with an investor webcast for shareholders and investors.

Rhea-AI Impact
Rhea-AI Sentiment
End-of-Day
-- %
Tags
current report
Rhea-AI Summary

Elevra Limited provides an update on operations, growth plans and funding. In Q2 FY26, its North American Lithium operation produced 44,154 dry metric tonnes of concentrate and sold 66,016 tonnes, generating US$66 million revenue with unit operating costs of US$812 per tonne and cash of US$81 million at 31 Dec 2025.

The company highlights combined lithium ore reserves of 106Mt at 1.15% Li2O and measured and indicated resources of 183Mt at 1.16% Li2O, plus FY26 production guidance of 180,000–190,000 tonnes and unit operating costs of US$860–US$880 per tonne. A staged brownfield expansion at NAL targets 315,000 tonnes of annual capacity and lower costs of about US$630 per tonne, with estimated initial capex of US$270 million.

Elevra also outlines a non‑binding memorandum of understanding with Mangrove Lithium for up to 144,000 tonnes of spodumene concentrate per year over five years starting in 2028, and discusses funding options, including project finance, strategic partners and positive operating cash flow.

Rhea-AI Impact
Rhea-AI Sentiment
End-of-Day
-- %
Tags
current report
-
Rhea-AI Summary

Elevra Limited has signed a non-binding Memorandum of Understanding with Mangrove Lithium

The proposed term is five years from 2028, ramping to 144,000 tonnes per annum by 2030, representing about 46% of estimated sales volumes. A binding deal depends on Mangrove making a final investment decision before June 2027 on a lithium conversion facility in Eastern Canada and agreement on definitive terms.

Rhea-AI Impact
Rhea-AI Sentiment
End-of-Day
-- %
Tags
current report
-
Rhea-AI Summary

Elevra Lithium reported a record quarter at its North American Lithium (NAL) mine, with revenue of US$66 million driven by sales of 66,016 dmt of spodumene concentrate at an average realised price of US$998/dmt FOB. Sales volumes rose 154% quarter on quarter and pricing increased 27%, while unit operating costs were broadly flat at US$812/dmt.

Operationally, ore mined grew 15% but lower lithium grades and higher iron content cut recovery to 62% and reduced concentrate production by 15% to 44,154 dmt. In response, Elevra lowered FY2026 production guidance to 180,000–190,000 dmt and raised unit cost guidance to US$860–US$880/dmt, reflecting short-term spending on grade control and ore blending.

The company ended the quarter with US$81 million in cash after NAL generated US$12 million profit from operations and US$13 million net operating cash inflow. Growth work continued on the NAL brownfield expansion, Moblan, Ewoyaa and Carolina Lithium, with an accelerated NAL expansion plan targeting a staged 15–20% output increase by mid-CY2027.

Rhea-AI Impact
Rhea-AI Sentiment
End-of-Day
-- %
Tags
current report
Rhea-AI Summary

Elevra Limited reports a routine change to its capital structure after certain employee-style incentives lapsed. On 19 January 2026, 42,786 performance rights ceased because the conditions attached to them were not met or became incapable of being satisfied, and no consideration was paid in connection with this lapse.

After this change, Elevra has 169,376,771 ordinary fully paid shares quoted on ASX, along with 1,345,465 performance rights and 2,723,613 ELVAN options expiring 31 December 2028 with a $4.80 exercise price remaining on issue.

Rhea-AI Impact
Rhea-AI Sentiment
End-of-Day
-- %
Tags
current report
-
Rhea-AI Summary

Elevra Lithium Limited is applying for quotation of 47,660 additional ordinary fully paid shares (ASX code ELV) on the ASX, issued as part of a placement previously outlined in an earlier Appendix 3B announcement. These new securities are not being issued for cash consideration, and the form lists an estimated value of AUD 435,136.000000 per security for the consideration provided. After these shares are quoted, Elevra’s issued capital will comprise 169,376,771 ordinary shares, along with 1,760,737 performance rights (ELVAM) and 2,723,613 options expiring 31 December 2028 (ELVAN).

Rhea-AI Impact
Rhea-AI Sentiment
End-of-Day
-- %
Tags
current report
-
Rhea-AI Summary

Elevra Lithium Limited has set up a small shareholding sale facility for holders of ordinary shares on ASX whose holdings were worth less than A$500 as of the close of trading on 8 January 2026. Based on a share price of A$8.89 on the Record Date, this corresponds to parcels of fewer than 57 shares, and the company reports about 16,153 such shareholders.

The facility is opt-out, so eligible shareholders must return a Notice of Retention Form or increase their holding to at least 57 shares by 2 March 2026 to avoid an automatic sale. Shares will be sold on market by a broker, with all participating holders receiving the same average price per share and paying no brokerage, while Elevra aims to reduce the cost of administering a large number of small accounts.

Rhea-AI Impact
Rhea-AI Sentiment
End-of-Day
-- %
Tags
current report
Rhea-AI Summary

Elevra Lithium Limited reports that 14,897 unquoted options with ASX security code ELVAA expired without exercise on December 8, 2025, and ceased on that date with no consideration paid. These options had been granted to Jett Capital Advisors LLC and were cancelled due to non-exercise.

After this expiry, Elevra Lithium states it has 169,329,111 ordinary fully paid shares (ASX code ELV) on issue. Unquoted equity on issue comprises 1,760,737 performance rights (ELVAM) and 2,723,613 options expiring December 31, 2028 with a $4.80 exercise price (ELVAN), while ELVAA options are now shown as zero.

Rhea-AI Impact
Rhea-AI Sentiment
End-of-Day
-- %
Tags
current report

FAQ

What is the current stock price of Elevra Lithium (ELVR)?

The current stock price of Elevra Lithium (ELVR) is $52.08 as of March 12, 2026.

What is the market cap of Elevra Lithium (ELVR)?

The market cap of Elevra Lithium (ELVR) is approximately 966.7M.

ELVR Rankings

ELVR Stock Data

966.70M
16.93M
Other Industrial Metals & Mining
Basic Materials
Link
Australia
Brisbane

ELVR RSS Feed