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2026-11-06
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Li-FT Power Ltd.

Scoping Study Developer · Lithium · Canada Rating locked: sign in to view v6.2
Last 2026-11-06
A$1.34
1D
—
1M
—
YTD
—
1Y
—
Upside
Locked: sign in to view
Mkt cap
A$126.8M
EV
A$82.2M
Cash
C$18.8M
Debt
C$0

Portfolio detail

Assets

13 assets

Core asset

Adina Lithium Project

Canada

Scoping Study Developer100% ownedLithium

Resource confirmed in 2026; historical PEA superseded for current combined footprint and conditional Renard processing.

Project location

Approximate location

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© OpenStreetMap contributors. Basemap imagery © Esri (Maxar, Earthstar Geographics). Dated overlays contain modified Copernicus Sentinel data. Visible surface changes do not establish production or completion.

Published study economicsIssuer or study metrics
NPVUS$743M8% discount
IRR43%Published return
Initial capexUS$259MPublished capital estimate
Operating cost693USD/t SC5.5 AISC

Historical post-tax PEA with Renard, US$1,375/t SC5.5; superseded and unfinanced.

Resources & reserves2
TypeCategoryQuantityGradeContained mineralsDate
Mineral ResourceIndicated60.5 Mt1.14% Li2OLithium2024-04-11
Mineral ResourceInferred15.9 Mt1.17% Li2OLithium2024-04-11
Tenements1
adina-claimsGranted44 km2 · No expiry supplied
Milestones3
  1. 2026 Adina drilling

    Pending · High materiality

  2. Updated Adina-Galinée resource and PEA

    Pending · High materiality

  3. Adina definitive feasibility study

    Pending · High materiality

Permits & approvals1
PermitJurisdictionStatusExpiryCritical path
Environmental and social impact assessmentQuébecPending—Yes
Economic studies1
StudyStageStatusDateSummary
Winsome Adina-Renard scoping study / PEAScoping StudySuperseded2024-09-17Historical study assumed Renard option; not a current mine plan after 2025 termination and 2026 project consolidation.

Material

Galinée Property

Canada

Discovery Drill Stage75% ownedLithium

Current 75% operator interest; SOQUEM retains 25%; resource extension potential is not a booked resource.

Project location

Approximate location

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© OpenStreetMap contributors. Basemap imagery © Esri (Maxar, Earthstar Geographics). Dated overlays contain modified Copernicus Sentinel data. Visible surface changes do not establish production or completion.

Tenements1
galinee-claimsGranted335 km2 · No expiry supplied
Milestones1
  1. Adina-Galinée resource update

    Pending · High materiality

Core asset

Yellowknife Lithium Project

Canada

Resource Stage100% ownedLithium

Inferred resource; no feasibility or economic study establishing commercial mine economics.

Project location

Approximate location

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© OpenStreetMap contributors. Basemap imagery © Esri (Maxar, Earthstar Geographics). Dated overlays contain modified Copernicus Sentinel data. Visible surface changes do not establish production or completion.

Resources & reserves1
TypeCategoryQuantityGradeContained mineralsDate
Mineral ResourceInferred50.4 Mt1.00% Li2OLithium2024-09-25
Tenements1
yellowknife-leasesGranted1,504.7 ha · No expiry supplied
Milestones2
  1. Yellowknife PEA and resource update

    Pending · High materiality

  2. Lithium converter scoping study

    Pending · Medium materiality

Permits & approvals1
PermitJurisdictionStatusExpiryCritical path
Project environmental assessmentNorthwest TerritoriesRequired—Yes
Economic studies1
StudyStageStatusDateSummary
Lithium carbonate converter scopingScoping StudyCurrent2026-03-02Early 30 ktpa LCE concept with no disclosed project NAV.

Material

Renard Mine Site Option

Canada

Care And Maintenance0% ownedDiamondsLithium

Exclusive conditional two-year option, not ownership; diamond plant repurposing for lithium remains unproven.

Project location

Approximate location

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© OpenStreetMap contributors. Basemap imagery © Esri (Maxar, Earthstar Geographics). Dated overlays contain modified Copernicus Sentinel data. Visible surface changes do not establish production or completion.

Milestones2
  1. Renard rehabilitation postponement decision

    Pending · High materiality

  2. Renard option exercise deadline

    Pending · High materiality

Permits & approvals1
PermitJurisdictionStatusExpiryCritical path
Rehabilitation postponement authorizationQuébecPending—Yes

Other

Cali Project

Canada

Early Explorer100% ownedLithium

Exploration holding; no defined reserve or decision-useful standalone NAV.

Other

LDG and Mackay Lithium Projects

Canada

Early Explorer100% ownedLithium

Exploration holding; no defined reserve or decision-useful standalone NAV.

Other

Rupert Project

Canada

Early Explorer100% ownedLithium

Exploration holding; no defined reserve or decision-useful standalone NAV.

Other

Pontax Project

Canada

Early ExplorerLithium

Exploration holding; no defined reserve or decision-useful standalone NAV.

Project location

Approximate location

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© OpenStreetMap contributors. Basemap imagery © Esri (Maxar, Earthstar Geographics). Dated overlays contain modified Copernicus Sentinel data. Visible surface changes do not establish production or completion.

Other

Nottaway Project

Canada

Early Explorer100% ownedLithium

Exploration holding; no defined reserve or decision-useful standalone NAV.

Other

Moyenne Project

Canada

Early ExplorerLithium

Exploration holding; no defined reserve or decision-useful standalone NAV.

Other

Cancet Project

Canada

Early Explorer100% ownedLithium

Exploration holding; no defined reserve or decision-useful standalone NAV.

Project location

Approximate location

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© OpenStreetMap contributors. Basemap imagery © Esri (Maxar, Earthstar Geographics). Dated overlays contain modified Copernicus Sentinel data. Visible surface changes do not establish production or completion.

Other

Sirmac-Clapier Project

Canada

Early Explorer100% ownedLithium

Exploration holding; no defined reserve or decision-useful standalone NAV.

Project location

Approximate location

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© OpenStreetMap contributors. Basemap imagery © Esri (Maxar, Earthstar Geographics). Dated overlays contain modified Copernicus Sentinel data. Visible surface changes do not establish production or completion.

Other

Tilly Project

Canada

Early Explorer100% ownedLithium

Exploration holding; no defined reserve or decision-useful standalone NAV.

Project location

Approximate location

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© OpenStreetMap contributors. Basemap imagery © Esri (Maxar, Earthstar Geographics). Dated overlays contain modified Copernicus Sentinel data. Visible surface changes do not establish production or completion.