OREMAVEN
XMM 7,722.00 -2.63% YTD +5.6% OM ASX 450.55 -2.56% YTD +0.1% OM PRECIOUS 349.20 -2.24% YTD +2.5% OM EX-PREC 418.91 -2.72% YTD -1.1% XAU 4,115.59 +2.31% YTD -4.9% GLD 375.49 +0.81% YTD -5.2% GDX 85.75 +1.37% YTD -0.0% SIL 77.33 -1.00% YTD -7.3% COPX 70.23 -5.81% YTD -1.8% URNM 40.07 -2.79% YTD -27.0%
2026-11-06
◂ Monitor A11 ASX

Atlantic Lithium Limited

DFS Unfunded Developer · Lithium · GH · CI Rating locked: sign in to view v8.1 · a11-20261030t224354-full
Last 2026-11-06
A$0.325
1D
—
1M
—
YTD
—
1Y
—
Upside
Locked: sign in to view
Mkt cap
A$260.5M
EV
A$252.8M
Cash
A$7.7M
Debt
A$0
1 newer ASX announcement not yet reflected in this valuation

Narrative and provenance

Research & Sources

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Chronological evidenceSource-document inventory34 documents
A11 ASX ordinary closing priceMarket Data · HighExtracted

Local reference_price command: 2026-10-30 close AUD 0.32, volume 1,542,973, market data provider via miners.collect_stock_prices, one ASX ordinary share.

Document ID
market_close_20261030
Published UTC
2026-10-30T05:00:00+00:00
Projects
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Commodities
—
Open original source ↗
Comparable share price snapshotsOther · MediumPartial

Local market_snapshot command as of 30 October gives ASX daily closing prices for WC8, DLI, CXO and LKE; market data provider feed. Exact publication time is unknown; timestamp is a date-only placeholder and no event reaction is inferred.

Document ID
peer_prices
Published UTC
2026-10-30T00:00:00+00:00
Projects
—
Commodities
lithium
Open original source ↗
RBA AUD/USD daily reference rateMarket Data · MediumExtracted

Local FX database RBA reference 0.6941 USD per AUD on 30 October, equivalent to approximately 1.4407 AUD per USD. Timestamp is a date-only placeholder; publication time not established.

Document ID
fx_20261030
Published UTC
2026-10-30T00:00:00+00:00
Projects
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Commodities
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Open original source ↗
Delta Lithium equity historyOther · MediumPartial

Secondary source places share count at approximately 719.8 million on 29 October; confirm against primary registry. Exact publication time is unknown; timestamp is a date-only placeholder and no event reaction is inferred.

Document ID
dli_shares
Published UTC
2026-10-29T00:00:00+00:00
Projects
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Commodities
lithium
Open original source ↗
Quarterly_Activities_Appendix_5B_RNSResults · HighExtracted

September 2026 quarterly filing, 27 October: cash flow, shares, scheme progress, Huayou novation and interest in tenements.

Document ID
quarterly_2026_09
Published UTC
2026-10-27T07:00:00+00:00
Projects
ewoyaa
Commodities
lithium
Open original source ↗
Elevra Lithium quarterly activities reportOther · MediumPartial

Issuer realized September quarter spodumene prices and supply growth context. Exact publication time is not established; timestamp is a date-only placeholder and no event reaction is inferred.

Document ID
elevra_q3_2026
Published UTC
2026-10-27T00:00:00+00:00
Projects
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Commodities
lithium
Open original source ↗
Delta Lithium September quarterlyOther · MediumPartial

Cash and mineral resource; investor should account for listed investments and other commodities. Exact publication time is unknown; timestamp is a date-only placeholder and no event reaction is inferred.

Document ID
dli_q3
Published UTC
2026-10-27T00:00:00+00:00
Projects
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Commodities
lithium
Open original source ↗
Wildcat October DFS secondary summaryOther · MediumPartial

Approximate share count and project description; secondary summary and date of exact share count uncertain. Exact publication time is unknown; timestamp is a date-only placeholder and no event reaction is inferred.

Document ID
wc8_dfs_summary
Published UTC
2026-10-27T00:00:00+00:00
Projects
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Commodities
lithium
Open original source ↗
Elevra sale of Ewoyaa interest completedOther · MediumPartial

US$71 million consideration before fees and tax for project and offtake rights with obligations. Exact publication time is not established; timestamp is a date-only placeholder and no event reaction is inferred.

Document ID
elevra_sale_2026
Published UTC
2026-10-26T00:00:00+00:00
Projects
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Commodities
lithium
Open original source ↗
Core Lithium September quarterlyOther · MediumPartial

Restarting spodumene producer cash, shares, funding and development. Exact publication time is unknown; timestamp is a date-only placeholder and no event reaction is inferred.

Document ID
cxo_q3
Published UTC
2026-10-14T00:00:00+00:00
Projects
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Commodities
lithium
Open original source ↗
Wildcat September quarterly activitiesOther · MediumPartial

Wildcat issuer report of development, capital raising and cash, for stage comparison. Exact publication time is not established; timestamp is a date-only placeholder and no event reaction is inferred.

Document ID
wc8_q3_2026
Published UTC
2026-10-13T00:00:00+00:00
Projects
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Commodities
lithium
Open original source ↗
Lake Resources October presentationOther · MediumPartial

Share count, cash and zero debt; brine project is a weak hard rock comparator. Exact publication time is unknown; timestamp is a date-only placeholder and no event reaction is inferred.

Document ID
lke_presentation
Published UTC
2026-10-13T00:00:00+00:00
Projects
—
Commodities
lithium
Open original source ↗
Management screening for A11Other · MediumExtracted

Local management screening dated 9 October 2026. Screening coverage is incomplete and does not establish clearance; verify roles against issuer evidence.

Document ID
management_screen
Published UTC
2026-10-09T00:00:00+00:00
Projects
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Commodities
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A11 shareholder snapshotOther · MediumExtracted

Local ownership snapshot dated 9 October 2026, based on 11 September 2026 register; some holders are nominees.

Document ID
ownership_snapshot
Published UTC
2026-10-09T00:00:00+00:00
Projects
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Commodities
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Resources and Energy Quarterly September 2026Other · MediumPartial

Australian government outlook for lithium supply, demand and prices. Exact publication time is not established; timestamp is a date-only placeholder and no event reaction is inferred.

Document ID
req_2026
Published UTC
2026-10-02T00:00:00+00:00
Projects
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Commodities
lithium
Open original source ↗
Annual Report to ShareholdersResults · HighPartial

Audited June 2026 and comparative 2025 statements, selected project information, royalty regime and shareholder register.

Document ID
annual_2026
Published UTC
2026-09-11T05:59:19.000Z
Projects
ewoyaa
Commodities
lithium
Open original source ↗
Quarterly Activities/Appendix 5B Cash Flow ReportResults · MediumPartial

Quarterly Appendix 5B and financial position; selected cash flow and funding pages reviewed.

Document ID
q2026_06
Published UTC
2026-07-31T05:05:40Z
Projects
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Commodities
—
Open original source ↗
Global Critical Minerals Outlook 2026Other · MediumPartial

IEA outlook on lithium demand, supply and pricing risks. Exact publication time is not established; timestamp is a date-only placeholder and no event reaction is inferred.

Document ID
iea_2026
Published UTC
2026-07-16T00:00:00+00:00
Projects
—
Commodities
lithium
Open original source ↗
Notification of cessation of securities - A11Financing · HighExtracted

Notification records lapse of 6,081,082 A11AS warrants on 6 May and remaining ordinary shares, warrants and rights.

Document ID
cessation_2026
Published UTC
2026-06-16T06:32:52.000Z
Projects
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Commodities
—
Open original source ↗
Elevra agrees to transfer Ewoyaa rights and obligationsTransaction · HighExtracted

Proposed transfer of project and offtake rights independent of scheme; completion reported in October. Exact publication time is not established; timestamp is a date-only placeholder and no event reaction is inferred.

Document ID
novation_2026
Published UTC
2026-05-11T00:00:00+00:00
Projects
ewoyaa
Commodities
lithium
Open original source ↗
Binding Scheme Implementation Deed with HuayouTransaction · HighPartial

Proposed Huayou acquisition and attached scheme deed; fixed US dollar consideration and conditional approvals.

Document ID
scheme_2026
Published UTC
2026-05-07T00:01:45Z
Projects
ewoyaa
Commodities
lithium
Open original source ↗
SP Angel morning noteOther · MediumPartial

Publicly accessible company adviser note, offer context, with potential conflicts. Exact publication time is not established; timestamp is a date-only placeholder and no event reaction is inferred.

Document ID
sp_angel_2026
Published UTC
2026-05-07T00:00:00+00:00
Projects
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Commodities
lithium
Open original source ↗
Canaccord May view via FNArenaOther · MediumPartial

Pre-scheme broker view; secondary quotation of 43p target and construction timetable, not independent primary research. Later scheme changes the context. Exact publication time is not established; timestamp is a date-only placeholder and no event reaction is inferred.

Document ID
canaccord_2026
Published UTC
2026-05-05T00:00:00+00:00
Projects
—
Commodities
lithium
Open original source ↗
Quarterly Activities/Appendix 5B Cash Flow ReportResults · MediumPartial

Quarterly Appendix 5B and financial position; selected cash flow and funding pages reviewed.

Document ID
q2026_03
Published UTC
2026-04-30T05:49:53Z
Projects
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Commodities
—
Open original source ↗
Corporate Funding UpdateFinancing · HighPartial

March 2026 funding update: Ghanaian pension fund subscription, contingent warrants and final Long State placement.

Document ID
funding_2026
Published UTC
2026-03-16T23:01:38.000Z
Projects
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Commodities
—
Open original source ↗
Quarterly Activities/Appendix 5B Cash Flow ReportResults · MediumPartial

Quarterly Appendix 5B and financial position; selected cash flow and funding pages reviewed.

Document ID
q2025_12
Published UTC
2026-01-29T06:07:38Z
Projects
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Commodities
—
Open original source ↗
Long State Funding UpdateFinancing · HighPartial

Second placement, Long State warrants and security shares.

Document ID
funding_nov_2025
Published UTC
2025-11-26T06:09:04.000Z
Projects
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Commodities
—
Open original source ↗
Quarterly Activities/Appendix 5B Cash Flow ReportResults · MediumPartial

Quarterly Appendix 5B and financial position; selected cash flow and funding pages reviewed.

Document ID
q2025_09
Published UTC
2025-10-31T06:03:45Z
Projects
—
Commodities
—
Open original source ↗
Corporate Funding UpdateFinancing · HighPartial

Long State placement and equity facility: staged pricing, fees, security shares, and capital call terms.

Document ID
facility_2025
Published UTC
2025-09-02T23:57:53.000Z
Projects
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Commodities
—
Open original source ↗
Ewoyaa_MREResource Update · HighPartial

June 2024 Ewoyaa lithium resource estimate by category, including resource history.

Document ID
mre_2024
Published UTC
2024-07-30T05:40:00+00:00
Projects
ewoyaa
Commodities
lithium
Open original source ↗
Ewoyaa technical report summaryOther · MediumPartial

Reserve-only alternate post-tax project study and cost and price sensitivities; historic assumptions. Exact publication time is not established; timestamp is a date-only placeholder and no event reaction is inferred.

Document ID
technical_2024
Published UTC
2024-02-29T00:00:00+00:00
Projects
—
Commodities
lithium
Open original source ↗
Mining Lease Granted for Ewoyaa Lithium ProjectPermitting · HighPartial

Lease terms including the government free carry and conditional MIIF project stake; subsequently amended and ratified in March 2026.

Document ID
lease_2023
Published UTC
2023-10-20T07:13:00+00:00
Projects
ewoyaa
Commodities
lithium
Open original source ↗
Ewoyaa_DFSStudy · HighPartial

2023 Ewoyaa definitive feasibility study. It predates the revised fiscal regime, current funding and elapsed timetable.

Document ID
dfs_2023
Published UTC
2023-06-29T07:21:00+00:00
Projects
ewoyaa
Commodities
lithium
Open original source ↗
Ewoyaa Pre-Feasibility StudyStudy · MediumPartial

Historical PFS, page 43: two local partner royalties on concessions, one capped; later DFS supersedes project economics.

Document ID
pfs_2022
Published UTC
2022-09-22T06:00:00+00:00
Projects
ewoyaa
Commodities
lithium
Open original source ↗
Evidence facts1
reference_closeASX close

0.32 AUD/share

2026-10-30