Elevra Lithium Limited filings document its reporting as a foreign private issuer and North American lithium producer. Form 6-K reports incorporate ASX announcements covering quarterly activities, half-year financial results, North American Lithium operations, Carolina Lithium community and permitting materials, and project disclosures across Québec, the United States, Ghana, and Western Australia.
The filing record also includes NI 43-101 technical reporting for the NAL Expansion, notices for quoted and unquoted securities, performance rights and converted securities, director interest notices, small shareholding sale facility results, and capital-structure updates tied to ordinary shares and employee incentive securities.
Elevra Lithium Ltd (ELVR) reported performance-rights vesting and exercise and a tax-related share sale associated with President Canada & Group COO Sylvain Collard. The ELV Employee Share Plan Trust acquired 52,075 ordinary shares on October 31, 2026, upon exercise of 52,075 vested performance rights; its reported position afterward was 135,562 ordinary shares. The ELV Employee Plan Share Trust sold 32,651 ordinary shares on November 2, 2026, to cover withholding tax obligations. The sale price was reported as $2.1492 per share, converted from AUD 3.0603, and the reported position afterward was 102,911 shares.
Elevra Lithium Ltd GC and Company Secretary Dylan Darbyshire-Roberts reported the vesting of 21,733 performance rights on October 31, 2026. The rights are held in the ELV Employee Share Plan Trust and were originally granted on November 28, 2024, after the applicable performance-related vesting conditions were satisfied. They relate to 21,733 ordinary shares and have an October 31, 2028 expiration date.
Elevra Lithium Ltd said the venue name for its 2026 Annual General Meeting changes from Capri by Fraser to Novotel Brisbane City Centre, effective November 1, 2026. The meeting remains in person in Brisbane. The resolutions, explanatory material, proxy deadline and online meeting platform remain unchanged.
Elevra Lithium Limited reported cash and cash equivalents of $255.3 million at June 30, 2026, versus $47.2 million at June 30, 2025. Net cash used in operating activities was $43.6 million in fiscal 2026, compared with $9.6 million in fiscal 2025, a 354% increase. Elevra attributed the increase mainly to merger and integration outflows and working-capital movements.
On May 12, 2026, Elevra completed a fully underwritten placement of 22,540,984 ordinary shares at AU$12.20 per share, generating AU$275 million ($196 million at the then-prevailing exchange rate) before costs. It has applied and intends to apply net proceeds to the North American Lithium brownfield expansion and Moblan technical and pre-development activities through final investment decision.
For fiscal 2027, Elevra plans capital expenditure of $120 million to $140 million for ongoing North American Lithium operations and projects in Canada; it estimates total capital expenditure for the North American Lithium brownfield expansion at $271 million. Subject to certain assumptions, it expects current cash balances to fund fiscal 2027 cash requirements to the extent budgeted, planned and approved. Planned liquidity sources also include operating cash flow, proceeds from divesting rights and interests in Ewoyaa Lithium, and drawing on C$65 million of convertible notes issued by its wholly owned subsidiary, Sayona Inc.
Elevra Lithium Limited completed the sale of all its rights and interests in Ghana’s Ewoyaa Lithium Project, including spodumene concentrate offtake rights, to Zhejiang Huayou Cobalt Co., Ltd. for US$71 million in cash before fees and taxes. Ghanaian government approvals were received, and Elevra has no remaining funding commitment to develop Ewoyaa.
At North American Lithium (NAL), Q1 FY27 revenue was US$74 million, up 137% quarter on quarter, with 58,134 dmt sold and a 39% rise in realised price; unit operating costs fell 14% to US$780/dmt sold. The US$1,276/dmt realised price is an estimate; final shipment pricing will settle in the December Quarter and may be higher or lower. Cash and cash equivalents were US$319 million at September 30, 2026 (net cash US$240 million).
The NAL expansion moved into execution and remains on schedule, on budget and fully funded. Its PFS supports annual concentrate production rising from approximately 199 ktpa to 373 ktpa post-expansion. Binding offtake agreements cover up to 144 ktpa to Mangrove Lithium on a take-or-pay basis, subject to Mangrove securing project financing and taking a Final Investment Decision by December 31, 2028, and 240,000 dmt to LG Energy Solution over three years. Six recordable injuries occurred during the quarter.
Elevra Lithium Ltd Chief Financial Officer Vargas Christian Mauricio Cortes reported two purchases totaling 16,000 ordinary shares on October 28, 2026: 8,000 shares through a trust and 8,000 through a superannuation fund. The reported price was US$2.67 per share, converted from AUD 3.79 at 0.7034 USD per AUD. No Rule 10b5-1 plan is reported. A separate holding entry lists 11,431 ordinary shares held directly.
Elevra Lithium Ltd said its September 2026 Quarterly Activities Report is scheduled for release on October 27, 2026, and that it will host an investor webcast that day at 9:30 a.m. AEDT (6:30 p.m. EDT on October 26). Investors may submit written questions through the webcast platform, and an archived version will be available approximately two hours after the webcast ends.
Elevra Lithium Ltd (ELVR) plans to reduce its board from eight directors to six at the conclusion of its November 19, 2026 annual general meeting. Allan Buckler and Jorge Beristain, both Non-Executive Directors, volunteered to resign, effective at the meeting’s conclusion. The Nomination and Remuneration Committee reviewed board composition with the stated aim of retaining a majority of independent directors.
The meeting will consider an advisory vote on the FY2026 Remuneration Report and the re-election of Non-Executive Director James Brown, whom the Board has determined would not be independent if re-elected. Shareholders will also consider approving proposed FY2027 grants to Managing Director and CEO Lucas Dow of 56,558 STI Performance Rights and 140,050 LTI Performance Rights. STI vesting depends on performance hurdles and an additional 12-month employment condition; LTI vesting depends on relative total shareholder return over July 1, 2026, to June 30, 2029, as well as employment and policy-compliance conditions. The meeting is hybrid, and proxy forms are due by 10:30 a.m. Brisbane time on November 17, 2026.
Elevra Lithium Ltd (ELVR) signed a binding spodumene concentrate supply agreement with LG Energy Solution for product from North American Lithium (NAL) in Québec. The agreement provides for an aggregate base supply of 240,000 dry metric tonnes (dmt) over a 3-year term beginning with the first shipment, which is expected to be delivered in calendar year 2026.
Elevra may supply up to 90,000 dmt of optional volume over the same term, subject to agreement between both parties. Pricing is market-linked for spodumene concentrate and adjusted for lithium content. Elevra described the agreement as providing a committed customer for a meaningful portion of NAL’s production while retaining exposure to spodumene concentrate market pricing.