OREMAVEN
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2026-11-06
◂ Monitor ELV ASX (primary), Nasdaq ADS (ELVR, 10 shares per ADS)

Elevra Lithium Limited

Producer · Lithium · CA · US · GH · AU Rating locked: sign in to view v8.1 · elv-20261031t172755-full
Last 2026-11-06
A$3.34
1D
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1M
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YTD
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1Y
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Upside
Locked: sign in to view
Mkt cap
A$648M
EV
A$247.9M
Cash
US$319M
Debt
US$79M
3 newer ASX announcements not yet reflected in this valuation

Price, volume & events

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Announcements

Latest 12 of 30All sources ▸
  1. September 2026 Quarterly Activities ReportResults
  2. Ceasing to be a substantial holder - JPMorgan (27 Oct 2026)Governance
  3. Change in substantial holding - Citigroup (26 Oct 2026)Governance
  4. Change in substantial holding - Bank of New York Mellon (21 Oct 2026)Governance
  5. 2026 Notice of Annual General Meeting and Proxy FormGovernance
  6. Becoming a substantial holder - Vanguard (24 Sep 2026)Governance
  7. Morella: Maiden Mt Edon Rubidium Mineral ResourceResource Update
  8. Corporate Presentation - September 2026Presentation
  9. NAL Expansion Pre-Feasibility Study (ASX release with NI 43-101 report)Study
  10. 2026 Annual Report (FY26, year to 30 June 2026)Results
  11. FY26 Full Year Results AnnouncementResults
  12. FY26 Full Year Results PresentationPresentation

Event calendar · next 12 months

7 events
TimingEventCategoryConfidenceMaterialityInvestor relevance
Expected CY2026First shipment under the LG Energy Solution agreementEconomic ArrangementCompany GuidedMediumFirst market-linked contracted cargo to a tier-one cell maker tests the new pricing mechanism.
Q2 FY27 (October-December 2026)Updated Moblan scoping studyStudyCompany GuidedMediumSets plant size, staging and capital for the largest undeveloped asset in the portfolio and informs funding needs.
19 November 20262026 annual general meeting and board reduction from eight to sixGovernanceConfirmedMediumResolutions on remuneration and the departure of two non-executive directors change board composition after a period of heavy turnover.
Late January 2027December 2026 quarterly activities reportResultsInferredMediumShows whether realised prices have repriced to the lower market and whether unit cost reaches the FY27 guidance range.
Late February 2027FY27 half-year resultsResultsInferredMediumFirst reported profit and cash flow after the price fall and the start of expansion spending.
Mid CY2027NAL Stage 1 mill optimisation commissioningConstruction Or CommissioningCompany GuidedHighDelivers the first 15-20% of annual capacity uplift and the first unit cost reduction from the expansion.
Late August 2027FY27 full year results and annual reportResultsInferredMediumTests delivery against FY27 production (198-210kdmt), unit cost (US$880-950/dmt) and capex (US$120-140M) guidance.

Executive roster

As of 2026-10-31Background checks ▸

Annual report KMP list and director biographies plus the September 2026 quarterly contact line; the chief development officer is named only as the investor relations contact and no biography was read.

ExecutiveTitleNormalized roleAppointedSources
Lucas DowManaging Director and Chief Executive OfficerExecutive Director · Chief Executive2024-07-032026 Annual Report (FY26, year to 30 June 2026)
Christian CortesChief Financial OfficerFinance2025-10-202026 Annual Report (FY26, year to 30 June 2026) · Resignation and Appointment of CFO
Shawn CollardChief Operating Officer and President CanadaOperations—2026 Annual Report (FY26, year to 30 June 2026)
Dylan Darbyshire-RobertsGroup Company Secretary and General CounselCompany Secretary—2026 Annual Report (FY26, year to 30 June 2026)
Andrew BarberChief Development and Investor Relations OfficerSenior Management—September 2026 Quarterly Activities Report

devCoverage status: Partial