Elevra Lithium's SEC filings document its foreign-issuer disclosures for a North American lithium producer with ASX and Nasdaq-listed securities. Form 6-K reports include quarterly activities reports covering North American Lithium operations, spodumene concentrate production, sales, operating costs, cash flow, safety performance, and updates across growth assets.
The filing record also includes ASX Appendix 2A and Appendix 3G notices related to ordinary fully paid shares, quotation applications, and the issue or conversion of unquoted equity securities. These documents describe capital-structure changes and material announcements furnished to U.S. regulators.
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.
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.
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).
Sayona Mining Ltd announced that revised timetables related to a meeting process have been approved by the ASX. All times and dates referenced follow Australian Eastern Standard Time unless otherwise stated and remain subject to change. The announcement notes that capitalised terms use the definitions from the Notice of Meeting and Explanatory Memorandum released on June 20, 2025. Contact details include an investor relations email and the company secretary and general counsel, Dylan Roberts.