Price, volume & events
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- Last 2026-11-06
- A$1.34
- 1D
- —
- 1M
- —
- YTD
- —
- 1Y
- —
- Fair value
- Locked: sign in to view
- Upside
- Locked: sign in to view
- Mkt cap
- A$126.8M
- EV
- A$82.2M
- Cash
- C$18.8M
- Debt
- C$0
Investment view
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Investment view
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Sign in or enter a guest codeAnnouncements
Latest 12 of 9All sources ▸- Notification of cessation of securities - LFTCorporate Action
- Proposed issue of securities - LFTFinancing
- Notification of cessation of securities - LFTCorporate Action
- Notification regarding unquoted securities - LFTCorporate Action
- Court Approves Option to Acquire Renard Mine SiteTransaction
- Company PresentationPresentation
- Li-Ft enters Agreement to Acquire Renard Mine SiteTransaction
- LIFT Files NI 43-101 Technical Report on Adina-GalineeResource Update
- Winsome Resources Annual Report 30 June 2025Results
Event calendar · next 12 months
5 events| Timing | Event | Category | Confidence | Materiality | Investor relevance |
|---|---|---|---|---|---|
| through October 2026 | Adina-Galinée 2026 drill campaign | Exploration | Company Guided | High | Infill and extension assays may change resource size and mine layout. |
| second half 2026 | Yellowknife lithium converter scoping study | Study | Company Guided | Medium | Technical and capital scope tests downstream economics but lacks present NAV. |
| October 2026 to March 2027 | Adina-Galinée updated resource and PEA | Resource Or Reserve | Company Guided | High | A current combined model could replace the stale Renard-linked 2024 PEA. |
| October 2026 to March 2027 | Yellowknife resource update and PEA | Study | Company Guided | High | First decision-useful economic study may establish Yellowknife capital and margin viability. |
| 3 October 2026 | Renard rehabilitation postponement condition | Transaction | Confirmed | High | Determines whether the C$12m option fee is released or returned and whether the option survives. |
Executive roster
As of 2026-09-26Background checks ▸July issuer presentation, July 20 role-change release and May ASX admission identify executive directors, named senior management and corporate secretary; no later leadership change located by cutoff.
| Executive | Title | Normalized role | Appointed | Sources |
|---|---|---|---|---|
| Anthony Tse | Executive Chairman | Executive Director | 2025-07-30 | Company Presentation |
| Francis MacDonald | President · Chief Executive Officer · Director | Executive Director · Chief Executive | — | Company Presentation |
| Andrew Marshall | Chief Financial Officer | Finance | — | Company Presentation |
| Jeff Reinson | Chief Operating Officer | Operations | 2026-07-20 | Key executive appointments |
| April Hayward | Executive Vice President, External Affairs & Strategic Partnerships | Commercial · Senior Management | 2026-07-20 | Key executive appointments |
| David Smithson | Senior Vice President, Geology | Technical | — | Company Presentation |
| Iveta Michelcikova | Corporate Secretary | Company Secretary | — | ASX admission and quotation notice |
devCoverage status: Complete As Disclosed
Portfolio detail
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
Loading imagery…
© 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
| Type | Category | Quantity | Grade | Contained minerals | Date |
|---|---|---|---|---|---|
| Mineral Resource | Indicated | 60.5 Mt | 1.14% Li2O | Lithium | 2024-04-11 |
| Mineral Resource | Inferred | 15.9 Mt | 1.17% Li2O | Lithium | 2024-04-11 |
Tenements1
Milestones3
- 2026 Adina drilling
Pending · High materiality
- Updated Adina-Galinée resource and PEA
Pending · High materiality
- Adina definitive feasibility study
Pending · High materiality
Permits & approvals1
| Permit | Jurisdiction | Status | Expiry | Critical path |
|---|---|---|---|---|
| Environmental and social impact assessment | Québec | Pending | — | Yes |
Economic studies1
| Study | Stage | Status | Date | Summary |
|---|---|---|---|---|
| Winsome Adina-Renard scoping study / PEA | Scoping Study | Superseded | 2024-09-17 | Historical 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
Loading imagery…
© 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
Milestones1
- 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
Loading imagery…
© 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
| Type | Category | Quantity | Grade | Contained minerals | Date |
|---|---|---|---|---|---|
| Mineral Resource | Inferred | 50.4 Mt | 1.00% Li2O | Lithium | 2024-09-25 |
Tenements1
Milestones2
- Yellowknife PEA and resource update
Pending · High materiality
- Lithium converter scoping study
Pending · Medium materiality
Permits & approvals1
| Permit | Jurisdiction | Status | Expiry | Critical path |
|---|---|---|---|---|
| Project environmental assessment | Northwest Territories | Required | — | Yes |
Economic studies1
| Study | Stage | Status | Date | Summary |
|---|---|---|---|---|
| Lithium carbonate converter scoping | Scoping Study | Current | 2026-03-02 | Early 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
Loading imagery…
© 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
- Renard rehabilitation postponement decision
Pending · High materiality
- Renard option exercise deadline
Pending · High materiality
Permits & approvals1
| Permit | Jurisdiction | Status | Expiry | Critical path |
|---|---|---|---|---|
| Rehabilitation postponement authorization | Québec | Pending | — | 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
Loading imagery…
© 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
Loading imagery…
© 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
Loading imagery…
© 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
Loading imagery…
© OpenStreetMap contributors. Basemap imagery © Esri (Maxar, Earthstar Geographics). Dated overlays contain modified Copernicus Sentinel data. Visible surface changes do not establish production or completion.
Funding, performance and ownership
Financials & Capital
Liquidity
Financial position
C$18.814m June cash, C$12m prepaid option fee in trust and C$23.0115m August gross raise; Renard care and maintenance is an additional potential C$18m first-year obligation.
Capital structure
Ownership and dilution
- Ordinary shares
- 94.7M
- Fully diluted
- 99M
86,720,017 at June 30 plus 7,935,000 issued August 12 = 94,655,017 common shares. Add 4,102,375 options and 238,787 units for conservative 98,996,179 fully diluted; some DSUs may cash settle and out-of-money options are included for conservatism.
Security classes5
| Class | Type | Quantity | Strike | Expiry |
|---|---|---|---|---|
| Common shares, including 1:1 ASX CDIs | Ordinary Share | 94.7M | — | — |
| Options after July lapses and July grant | Option | 4.1M | — | — |
| Restricted share units after July grants/lapses | Performance Right | 109.8K | — | — |
| Deferred share units; some cash-settleable | Other | 54K | — | — |
| Performance share units | Performance Right | 75K | — | — |
KPI history
Operating metrics
Operating metric source table1
| Metric | Project | Period | Period type | Value | Status |
|---|---|---|---|---|---|
| Free Cash Flow | Company | six months ended June 30, 2026 | Half Year | -6,306,000 CAD operating cash flow only | Reported |
Company guidance1
| Metric | Project | Period | Low | High | Status |
|---|---|---|---|---|---|
| Expected First Concentrate (Company Target) | adina | company development roadmap | 2,030 | 2,030 calendar year | Current |
Capital history
Capital events
| Date | Event | Amount | Shares | Price | Status | Terms |
|---|---|---|---|---|---|---|
| 2026-08-12Ann. 2026-08-05 | RaisingCommon Shares | C$23M | 7.9M | C$2.9 | Completed | Full over-allotment exercised; 5% headline commission with selected lower-fee orders.Max 7.9M · Period 2026-08-04 to 2026-08-12 · Canaccord Genuity-led syndicate · Holder approval required |
Contracts and ownership
Material economic arrangements These are deals that can affect sales, costs, funding or ownership. An arrangement marked “Included in valuation” may already be built into a project estimate or the bridge to shareholder value. A separate amount is shown only when one can be estimated; do not add it again.
Current June 2026 financial notes and Renard terms identify material disclosed interests; underlying vendor contracts and precise closure/care-cost terms were not accessible.
Exclusive conditional Renard acquisition right; no ownership yet and closure liability unquantified.
Other · Active- Counterparties
- Stornoway Diamonds (Canada) Inc. · 11272420 Canada Inc. · Deloitte Restructuring Inc.
- Applies to
- Renard Mine Site Option · Adina Lithium Project · Lithium
- Economic direction
- Mixed
- Period
- 2026-06-23 to 2028-06-23
- Key terms
- option fee paid: 12,000,000 CAD
first-year care and maintenance: 18,000,000 CAD
exercise price: 1 CAD
How it affects our valuation
No valuation treatment is available for this arrangement.
LIFT operates Galinée at 75%; SOQUEM retains 25% economic ownership.
Joint Venture · Active- Counterparties
- SOQUEM Inc.
- Applies to
- Galinée Property · Lithium
- Economic direction
- Mixed
- Period
- From 2026-03-09; no end date stated
- Key terms
- LIFT interest: 75 %
SOQUEM interest: 25 %
How it affects our valuation
No valuation treatment is available for this arrangement.
Azimut retains a 1.4% net smelter return royalty on Galinée.
Royalty · Active- Counterparties
- Azimut Exploration Inc.
- Applies to
- Galinée Property · Lithium
- Economic direction
- Burden
- Period
- From 2026-02-18; no end date stated
- Key terms
- net smelter return royalty: 1.4 %
How it affects our valuation
No valuation treatment is available for this arrangement.
Deferred cash or conditional share consideration separate from the Galinée royalty.
Other · Active- Counterparties
- Azimut Exploration Inc.
- Applies to
- Galinée Property · Lithium
- Economic direction
- Burden
- Period
- From 2026-02-18; no end date stated
- Key terms
- deferred consideration: 1,500,000 CAD
How it affects our valuation
No valuation treatment is available for this arrangement.
Gross overriding royalty burdens core Yellowknife leases.
Royalty · Active- Counterparties
- Original Yellowknife vendors
- Applies to
- Yellowknife Lithium Project · Lithium
- Economic direction
- Burden
- Period
- From 2022-12-30; no end date stated
- Key terms
- gross overriding royalty: 2 %
How it affects our valuation
No valuation treatment is available for this arrangement.
Net profits royalty applies to eleven Yellowknife leases.
Royalty · Active- Counterparties
- Original Yellowknife vendors
- Applies to
- Yellowknife Lithium Project · Lithium
- Economic direction
- Burden
- Period
- From 2022-12-30; no end date stated
- Key terms
- net profits royalty: 2 %
How it affects our valuation
No valuation treatment is available for this arrangement.
Cali exploration project carries a 2% gross royalty.
Royalty · Active- Counterparties
- Original Cali vendors
- Applies to
- Cali Project · Lithium
- Economic direction
- Burden
- Period
- From 2022-12-30; no end date stated
- Key terms
- gross overriding royalty: 2 %
How it affects our valuation
No valuation treatment is available for this arrangement.
Kenorland holds a 2% NSR on the remaining Rupert property.
Royalty · Active- Counterparties
- Kenorland Minerals Ltd.
- Applies to
- Rupert Project · Lithium
- Economic direction
- Burden
- Period
- From 2022-02-02; no end date stated
- Key terms
- net smelter return royalty: 2 %
How it affects our valuation
No valuation treatment is available for this arrangement.
LIFT retains a 0.5% NSR on the 313 Rupert claims sold to Power Metallic.
Royalty · Active- Counterparties
- Power Metallic Mines Inc.
- Applies to
- Rupert Project · Lithium
- Economic direction
- Benefit
- Period
- From 2025-07-14; no end date stated
- Key terms
- net smelter return royalty: 0.5 %
How it affects our valuation
No valuation treatment is available for this arrangement.
Intrinsic value
Valuation
Valuation
Bear, base and bull values, investment cases, project valuations and the equity bridge are available to subscribers.
Sign in or enter a guest codeResource-price transmission
Sensitivity lab
Sensitivity lab
How our fair value responds to commodity prices and other drivers is available to subscribers.
Sign in or enter a guest codePeople, delivery and responsibility
Management background checks
The team has functional experience relevant to its company’s current stage, but the public record reviewed provides uneven evidence of personal contributions. The assessment weighs documented company delivery, individual role fit, and specific legal/environmental matters without treating company outcomes or unresolved allegations as personal misconduct.
Decision-relevant facts
Material summary
Anthony Tse
Executive Chairman
Role FitAnalyst Inference · Medium materiality
Professional fit for Executive Chairman
Role fit is an analytical inference from the documented position and the listed experience. The current role aligns with company leadership and project finance; demonstrated personal outcomes are not inferred from employer results.
Responsibility not applicable · Analyst assessment based on the cited role and career record; it does not establish performance causation.
Notice and Management Information Circular 2025 · Current executive roster
Appointment of Anthony Tse as Executive Chairman · paras. 1–3
Notice and Management Information Circular 2025 · Directors’ report / current executive roster
Appointment of Anthony Tse as Executive Chairman · paras. 1–3; transition biography
Li-Cycle Holdings Corp. Registration Statement (Anthony Tse biography) · Anthony Tse biography; previous senior roles
LegalDocumented · Medium materiality
Li-Cycle entered CCAA proceedings during Tse’s non-executive board tenure
Li-Cycle Holdings Corp. and related entities sought creditor protection under Canada’s CCAA and U.S. Chapter 15 on 14 May 2025. Tse was listed as a Li-Cycle non-executive director in its SEC-filed 2024 annual report signed 31 March 2025. The court-supervised process led to a Glencore purchase of Li-Cycle Inc.; the court approved the transaction on 1 August and the monitor certified completion on 7 August 2025. The court monitor stated some of the other applicants remained in CCAA proceedings after the acquisition. These are company insolvency and restructuring facts, not evidence of misconduct by Tse; reviewed materials do not establish his operational control, cause of insolvency, or responsibility for the outcome. No later order affecting Tse personally was identified.
Role overlaps event; causation unproven · Tse held a non-executive director role at Li-Cycle. Sources document the corporate proceeding and completed asset transaction, but do not identify individual fault or decision-level responsibility by him.
Annual Report on Form 10-K 2024 · signature page dated 31 March 2025; director listing and proceedings sections
Li-Cycle CCAA proceedings and monitor updates · May 14 and Aug. 7, 2025 case status updates
Li-Cycle Holdings Corp. Annual Report 2023 · Director consulting agreement disclosure; terminated Jan. 19, 2022
Francis MacDonald
President / Chief Executive Officer / Director
Role FitAnalyst Inference · Medium materiality
Professional fit for President / Chief Executive Officer / Director
Role fit is an analytical inference from the documented position and the listed experience. The current role aligns with the function stated in the title; demonstrated personal outcomes are not inferred from employer results.
Responsibility not applicable · Analyst assessment based on the cited role and career record; it does not establish performance causation.
Notice and Management Information Circular 2025 · Current executive roster
Management · Management biography
Notice and Management Information Circular 2025 · Directors’ report / current executive roster
Li-FT Power CEO Francis MacDonald on Preparing to Drill 60,000 Meters · interview; career chronology
Notice and Management Information Circular 2025 · Francis MacDonald principal occupation and biography
Andrew Marshall
Chief Financial Officer
Role FitAnalyst Inference · Medium materiality
Professional fit for Chief Financial Officer
Role fit is an analytical inference from the documented position and the listed experience. The current role aligns with the function stated in the title; demonstrated personal outcomes are not inferred from employer results.
Responsibility not applicable · Analyst assessment based on the cited role and career record; it does not establish performance causation.
Notice and Management Information Circular 2025 · Current executive roster
Management · Management biography
Notice and Management Information Circular 2025 · Directors’ report / current executive roster
Annual Information Form 2024 · Principal occupation for past five years; appointment/tenure table
Annual Information Form 2024 · Historical experience in director/officer biography
Jeff Reinson
Chief Operating Officer
Role FitAnalyst Inference · Medium materiality
Professional fit for Chief Operating Officer
Role fit is an analytical inference from the documented position and the listed experience. The current role aligns with the function stated in the title; demonstrated personal outcomes are not inferred from employer results.
Responsibility not applicable · Analyst assessment based on the cited role and career record; it does not establish performance causation.
Notice and Management Information Circular 2025 · Current executive roster
Management · Management biography
Notice and Management Information Circular 2025 · Directors’ report / current executive roster
Leadership · Jeff Reinson biography
Leadership · Jeff Reinson biography; prior roles
April Hayward
Executive Vice President, External Affairs & Strategic Partnerships
Role FitAnalyst Inference · Medium materiality
Professional fit for Executive Vice President, External Affairs & Strategic Partnerships
Role fit is an analytical inference from the documented position and the listed experience. The current role aligns with the function stated in the title; demonstrated personal outcomes are not inferred from employer results.
Responsibility not applicable · Analyst assessment based on the cited role and career record; it does not establish performance causation.
Notice and Management Information Circular 2025 · Current executive roster
Key executive appointments · executive appointments release
Notice and Management Information Circular 2025 · Directors’ report / current executive roster
Faces in Mining: Dr. April Hayward · Profile; Ekati transition and environmental work
Faces in Mining: Dr. April Hayward · Career profile
David Smithson
Senior Vice President, Geology
Role FitAnalyst Inference · Medium materiality
Professional fit for Senior Vice President, Geology
Role fit is an analytical inference from the documented position and the listed experience. The current role aligns with the function stated in the title; demonstrated personal outcomes are not inferred from employer results.
Responsibility not applicable · Analyst assessment based on the cited role and career record; it does not establish performance causation.
Notice and Management Information Circular 2025 · Current executive roster
Management · Management biography
Notice and Management Information Circular 2025 · Directors’ report / current executive roster
Annual Information Form 2024 · Principal occupation for past five years
Iveta Michelcikova
Corporate Secretary
Role FitAnalyst Inference · Medium materiality
Professional fit for Corporate Secretary
Role fit is an analytical inference from the documented position; limited public career detail reduces confidence. The current role aligns with the function stated in the title; demonstrated personal outcomes are not inferred from employer results.
Responsibility not applicable · Analyst assessment based on the cited role and career record; it does not establish performance causation.
Notice and Management Information Circular 2025 · Current executive roster
Management · company leadership / issuer corporate records
Notice and Management Information Circular 2025 · Directors’ report / current executive roster
Annual Information Form 2023 · AIF p. 40; career chronology
Evidence gaps · 1
- Public sources reviewed did not establish a full dated prior-employer chronology, quantified personal delivery record, and independently verified credentials.
Company ownership
Investors & shareholders
Top registered shareholders
Register at 2026-05-21 · 26,570,767 issued shares
| # | Investor / registered holder | % issued shares | Shares held |
|---|---|---|---|
| 1 | 12.90% | 3,427,955 | |
| 2 | 9.98% | 2,652,966 | |
| 3 | 4.10% | 1,089,152 | |
| 4 | 3.79% | 1,005,780 | |
| 5 | 3.39% | 901,357 | |
| 6 | 2.37% | 631,053 | |
| 7 | 1.72% | 456,018 | |
| 8 | 1.66% | 440,155 | |
| 9 | 1.45% | 386,014 | |
| 10 | 1.42% | 378,447 | |
| 11 | 1.39% | 370,577 | |
| 12 | 1.38% | 366,368 | |
| 13 | 1.36% | 361,125 | |
| 14 | 1.32% | 349,750 | |
| 15 | 1.17% | 310,303 | |
| 16 | 1.10% | 292,534 | |
| 17 | 1.09% | 290,480 | |
| 18 | 0.86% | 228,980 | |
| 19 | 0.83% | 221,366 | |
| 20 | 0.81% | 214,000 |
Disclosed substantial holders
Latest reviewed disclosure for each holder or reporting group
| Investor / reported group | Disclosed holding | Holding at |
|---|---|---|
| 9.77%Issued shares | 2026-05-22 |
Sources & review notesEvidence checked through 2026-10-09
Coverage and limitations
- The registered list covers only the Australian CDI class; it does not represent the entire common-share capital, which also includes shares held outside ASX CDIs.
- The CDI list is an image table in the primary filing and was visually transcribed from the local PDF. It reflects the register at admission and no later CDI register was located.
- No beneficial owner is inferred for nominee accounts.
Sources
- Li-FT Power Ltd Pre-Quotation Disclosure
ASX / Li-FT Power Ltd · Published 2026-05-22 · Accessed 2026-10-09
Capital structure on ASX admission was 86,720,017 shares/CDIs. Attachment 1 is the CDI register top-20 as of 21 May 2026; one CDI represents one underlying common share. The CDI class totals 26,570,767 units.
Local PDF downloads/LFT/2026/2026-05-22_Pre-Quotation Disclosure_6cd6a489c0d16f7a.pdf, pp. 1 and 4 (Attachment 1, rendered table)
- Notice of Initial Substantial Shareholder
ASX / Li-FT Power Ltd · Published 2026-05-28 · Accessed 2026-10-09
Company disclosure identifies Avenir Minerals Limited (wholly owned by Agnico Eagle Mines Limited) at 8,468,718 common shares/CDIs and 9.77% on admission.
Local PDF downloads/LFT/2026/2026-05-28_Notice of Initial Substantial Shareholder_cbc68ebb87856735.pdf, p. 1
Disclosed activity
Insider transactions
No transactions were identified in this reviewed view.
The closest covered peers
Peer comparison
Peer comparison pending
No peer comparison has been saved for this company.
An on-demand analysis selects up to five closest peers and checks what their differences mean for independent fair value.
Narrative and provenance
Research & Sources
AI Analyst Report
The full analyst report, its figures and the broker-style PDF are available to subscribers and invited guests.
Sign in or enter a guest codeChronological evidenceSource-document inventory21 documents
LFT ASX close 25 September 2026Market Data · HighExtracted
Retrieved with miners.reference_price from local data/asx_mining_companies.db; market data provider provider, one ASX CDI per common share.
- Document ID
- lft-market-close
- Published UTC
- 2026-09-25T06:00:00Z
- Projects
- —
- Commodities
- —
Projects in Canada Investment Summit prospectusPresentation · MediumExtracted
Latest identified issuer update highlights partnership outreach but does not report funding or permits.
- Document ID
- lift-sep-update
- Published UTC
- 2026-09-14T02:00:00Z
- Projects
- yellowknife
- Commodities
- lithium
Li-FT interim financial statements to June 30, 2026Results · HighExtracted
Interim accounts authorised 13 August 2026; values in thousands of CAD converted to absolute units. No commercial production.
- Document ID
- lift-q2-2026
- Published UTC
- 2026-08-13T02:00:00Z
- Projects
- adina · galinee · yellowknife · renard
- Commodities
- lithium
LIFT closes C$23 million offeringFinancing · HighExtracted
Completed financing; gross proceeds are not cash net of underwriting fees and post-quarter spending.
- Document ID
- lift-offering-close
- Published UTC
- 2026-08-12T02:00:00Z
- Projects
- —
- Commodities
- —
Notification of cessation of securities - LFTCorporate Action · MediumExtracted
Issuer filing reviewed: Notification of cessation of securities - LFT
- Document ID
- lift-cessation-aug
- Published UTC
- 2026-08-07T02:31:42Z
- Projects
- —
- Commodities
- —
Proposed issue of securities - LFTFinancing · HighExtracted
Issuer filing reviewed: Proposed issue of securities - LFT
- Document ID
- lift-issue-aug
- Published UTC
- 2026-08-05T03:03:58Z
- Projects
- —
- Commodities
- —
Notification of cessation of securities - LFTCorporate Action · LowExtracted
Issuer filing reviewed: Notification of cessation of securities - LFT
- Document ID
- lift-cessation-jul
- Published UTC
- 2026-07-28T04:42:06Z
- Projects
- —
- Commodities
- —
Notification regarding unquoted securities - LFTCorporate Action · LowExtracted
Issuer filing reviewed: Notification regarding unquoted securities - LFT
- Document ID
- lift-unquoted-jul
- Published UTC
- 2026-07-20T08:45:40Z
- Projects
- —
- Commodities
- —
Key executive appointmentsLeadership · MediumExtracted
Changes to the July presentation roster, effective 20 July 2026.
- Document ID
- lift-executives
- Published UTC
- 2026-07-20T02:00:00Z
- Projects
- —
- Commodities
- —
Adina-Galinée 2026 drilling startsOperations · MediumExtracted
Issuer commenced a 2026 resource infill and expansion campaign.
- Document ID
- lift-adina-drilling
- Published UTC
- 2026-07-17T02:00:00Z
- Projects
- adina · galinee
- Commodities
- lithium
Court Approves Option to Acquire Renard Mine SiteTransaction · HighExtracted
Issuer filing reviewed: Court Approves Option to Acquire Renard Mine Site
- Document ID
- lift-renard-jul
- Published UTC
- 2026-07-14T07:54:22Z
- Projects
- renard · adina
- Commodities
- lithium
Company PresentationPresentation · HighExtracted
Issuer filing reviewed: Company Presentation
- Document ID
- lift-presentation-jul
- Published UTC
- 2026-07-09T02:59:59Z
- Projects
- adina · galinee · yellowknife · renard
- Commodities
- lithium
Drill results from Yellowknife Lithium projectOperations · MediumExtracted
Issuer filing reviewed: Drill results from Yellowknife Lithium project
- Document ID
- lift-drill-jun
- Published UTC
- 2026-06-30T02:00:00Z
- Projects
- yellowknife
- Commodities
- lithium
Li-Ft enters Agreement to Acquire Renard Mine SiteTransaction · HighExtracted
Issuer filing reviewed: Li-Ft enters Agreement to Acquire Renard Mine Site
- Document ID
- lift-renard-jun
- Published UTC
- 2026-06-24T06:14:54Z
- Projects
- renard · adina
- Commodities
- lithium
Company PresentationPresentation · MediumExtracted
Issuer filing reviewed: Company Presentation
- Document ID
- lift-presentation-jun
- Published UTC
- 2026-06-21T02:00:00Z
- Projects
- adina · galinee · yellowknife
- Commodities
- lithium
LIFT Files NI 43-101 Technical Report on Adina-GalineeResource Update · HighExtracted
Issuer filing reviewed: LIFT Files NI 43-101 Technical Report on Adina-Galinee
- Document ID
- lift-technical-may
- Published UTC
- 2026-05-28T22:16:35Z
- Projects
- adina
- Commodities
- lithium
Winsome Resources Annual Report 30 June 2025Results · MediumExtracted
Issuer filing reviewed: Winsome Resources Annual Report 30 June 2025
- Document ID
- winsome-annual
- Published UTC
- 2026-05-22T07:30:23Z
- Projects
- adina · sirmac-clapier
- Commodities
- lithium
ASX admission and quotation noticeCorporate Action · MediumExtracted
ASX notice confirms 1:1 CDI basis and corporate secretary.
- Document ID
- lift-asx-admission
- Published UTC
- 2026-05-22T02:00:00Z
- Projects
- —
- Commodities
- —
LIFT completes Winsome combinationTransaction · HighExtracted
Winsome became wholly owned, adding Adina and other Quebec assets; CDIs represent one common share.
- Document ID
- lift-combination
- Published UTC
- 2026-05-21T02:00:00Z
- Projects
- adina
- Commodities
- lithium
Yellowknife converter scoping study startsStudy · MediumExtracted
Early-stage conversion concept; no standalone economic value assigned.
- Document ID
- lift-converter
- Published UTC
- 2026-03-02T02:00:00Z
- Projects
- yellowknife
- Commodities
- lithium
Li-FT 2025 annual financial statementsResults · MediumExtracted
Audited issuer annual financial baseline for 13 months ended 31 December 2025.
- Document ID
- lift-fs-2025
- Published UTC
- 2026-02-10T02:00:00Z
- Projects
- —
- Commodities
- —
Evidence facts64
743000000 USD
2024-09-171375 USD/t
2024-09-17259000000 USD
2024-09-17280000 tpa SC5.5
2024-09-17693 USD/t SC5.5
2024-09-17True None
2025-07-2950.4 Mt at 1.00% Li2O
2024-09-25100 %
2026-06-2160.5 Mt at 1.14% Li2O
2026-05-0715.9 Mt at 1.17% Li2O
2026-05-0712000000 CAD
2026-06-2318000000 CAD
2026-06-232 years
2026-06-232.2 Mtpa diamond processing
2026-06-2420 holes; 5324 m
2026-06-3075 %
2026-07-0986720017 shares
2026-07-084112375 options
2026-07-082030 year; company target
2026-07-09July 2026 to December 2027 None
2026-07-09True None
2026-07-142026-10-03 None
2026-07-142028-06-23 None
2026-07-1410000 units
2026-07-202976 units
2026-07-147935000 shares
2026-08-052.9 CAD/share
2026-08-050.9862 CAD per AUD
2026-08-0585000 options
2026-07-312500 units
2026-07-3122187800 CDIs
2026-08-0747353125 shares
2025-12-3127858584 shares
2026-05-210.107 LIFT shares per Winsome share
2026-05-211 CDI per common share
2026-05-22Iveta Michelcikova None
2026-05-2218814000 CAD
2026-06-303390000 CAD
2026-06-3086720017 shares
2026-06-3028858584 shares
2026-05-21213000 CAD
2026-06-301500000 CAD
2026-06-3012000000 CAD
2026-06-306306000 CAD
2026-06-309360000 CAD
2026-06-30contractual None
2026-06-301.4 %
2026-06-3025 %
2026-06-302 %
2026-06-300.5 %
2026-06-302 %
2026-06-30True None
2026-07-20True None
2026-07-2038970 m across 163 holes
2026-07-177935000 shares
2026-08-1223011500 CAD
2026-08-125 %
2026-08-12True None
2026-09-1430 ktpa LCE concept None
2026-03-022.12 AUD per CDI
2026-09-252.3 AUD per CDI
2026-09-112.3 AUD per CDI
2026-09-142.22 AUD per CDI
2026-09-158346 CDIs
2026-09-25Conflicts requiring judgment2
- Common shares issued for Winsome acquisition
The issuer closing release's 27,136,492 plus 722,092 equals 27,858,584 and agrees with the financial-statement equity roll-forward; the acquisition note's 28,858,584 appears to be a typo.
- August common shares issued
The Appendix 3B was a proposal; the 12 August issuer closing release confirms the full 7.935 million shares issued.