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 Limited has completed a fully underwritten institutional placement raising approximately A$275 million through issuing about 22.5 million new fully paid ordinary shares at A$12.20 per share to eligible institutional investors. The new shares represent 13.3% of existing shares on issue and are expected to settle on 15 May 2026, with trading on the ASX from 18 May 2026.
Elevra will also conduct a Share Purchase Plan for eligible shareholders in Australia and New Zealand to raise up to about A$20 million at the lower of the 5‑day VWAP before the SPP closing date or A$12.20 per share. Together with a recently announced strategic Convertible Notes investment, these equity raisings are expected to fully fund the NAL Brownfield Expansion project and key Moblan technical and pre‑development activities through to final investment decision while preserving liquidity.
Elevra Lithium Limited reports two major updates. First, it has bought back and terminated Moblan offtake rights previously held by a Waratah Capital vehicle, so Elevra now controls 100% of its pro‑rata offtake from its 60%-owned Moblan Lithium Project. This removes a life‑of‑mine sales commitment that sold 10% of Sayona’s Moblan share at a 5% discount to market prices, and was settled through an equity-based consideration that preserves cash.
Second, Elevra released an updated scoping study for expanding its North American Lithium (NAL) mine in Québec. The staged expansion keeps total initial capital at about C$366 million, but increases average annual 5.4% Li2O concentrate output from 194 kt to 338 kt post‑expansion, with life‑of‑mine C1 cash costs falling from C$1,076 to C$868 per tonne of concentrate. The expansion scenario generates a post‑tax net present value (8% discount rate) of C$3,112 million versus C$2,143 million for the base case and a post‑tax internal rate of return of 41.8%, with a 25‑month payback. The plan relies on existing ore reserves and staged debottlenecking to raise throughput, and remains subject to funding, permitting, and typical project execution risks.
Elevra Limited has agreed to sell all of its rights and interests, including offtake rights, in the Ewoyaa Lithium Project in Ghana to Zhejiang Huayou Cobalt for approximately US$71 million in cash before fees and taxes. Completion is expected by the end of Q1FY27, subject to Ghanaian regulatory approvals.
The deal is independent of Huayou’s separate plan to acquire Atlantic Lithium’s Ewoyaa interest for US$210 million. Elevra highlights that exiting Ewoyaa removes ongoing development funding obligations and simplifies its joint venture and offtake structure, allowing greater strategic focus on its North American lithium assets. Management expects the cash proceeds to enhance balance sheet and financial flexibility to advance other growth projects.
Elevra Limited has applied for quotation of 255,830 new ELV ordinary fully paid shares on the ASX, issued as part of a previously announced placement under an Appendix 3B. The shares were issued on 24 April 2026 at USD 6 per share.
After these shares are quoted, Elevra will have 169,632,601 ELV ordinary fully paid shares on issue. The capital structure also includes 2,708,166 ELVAM performance rights and 2,723,613 ELVAN options expiring 31 December 2028 with an exercise price of USD 4.80, which remain unquoted.
Elevra Lithium reported a strong March 2026 quarter, highlighted by record revenue from its North American Lithium (NAL) operation and higher prices. NAL sold 55,526 dmt of spodumene concentrate at an average realised price of US$1,453/dmt, generating revenue of US$81 million, up 22% quarter-on-quarter as pricing rose 46% while volumes fell 16%.
Unit operating costs at NAL increased to US$884/dmt sold, reflecting release of higher-cost inventory and elevated mining activity, but the mine still delivered US$32 million profit from operations and a US$41 million net operating cash inflow. Group cash and cash equivalents rose by US$31.7 million to US$113.0 million, with net cash of US$58.7 million.
Operationally, mill utilisation reached 94% and recovery improved to 66%, supporting guidance for 180,000–190,000 dmt production and 170,000–190,000 dmt sales for the year. Elevra advanced growth projects, including an accelerated NAL brownfield expansion, permitting at Moblan, ratification of the Ewoyaa Mining Lease in Ghana, and continued progress at Carolina Lithium. The company signed a non-binding MoU with Mangrove Lithium on potential North American refining collaboration and was added to the S&P/ASX 300 Index.
Elevra Limited has filed a Form 6-K to inform investors that its March 2026 Quarterly Activities Report will be released on 23 April 2026. The company will host an investor webcast covering the quarterly results, starting at 9:30am AEST on that date.
Retail shareholders and investors can listen live by registering via the webcast link provided or through the Elevra website, which will also host an archived version about two hours after the event. The announcement is authorised by Elevra’s Managing Director and Chief Executive Officer.
Elevra Lithium Ltd executive reports tax-related share sale
President Canada & Group COO Sylvain Collard reported an open‑market sale of 41,561 Elevra Lithium ordinary shares at $5.7665 per share. According to the notes, these shares were sold to cover withholding tax obligations triggered by the vesting and settlement of his time‑based equity rights.
The sold shares were held indirectly through the ELV Employee Share Plan Trust. After the transactions, Collard’s reported holdings total 42,562 ordinary shares held indirectly via the plan trust and 40,925 ordinary shares held directly.
Elevra Lithium Ltd executive Sylvain Collard, President Canada & Group COO, acquired 84,123 Ordinary Shares on March 31, 2026 through the vesting of time-based equity rights. These shares are held indirectly in the ELV Employee Share Plan Trust. Following the transactions, he also reports 40,925 Ordinary Shares held directly.
Elevra Limited filed a report describing the completion of its small shareholding sale facility for eligible shareholders, originally announced on 12 January 2026. This facility enabled holders of small parcels to have their shares sold and receive cash instead of continuing to hold very small positions.
The payment of proceeds to participating eligible shareholders is expected on or about 20 March 2026. Elevra reiterates that concluding this process is expected to reduce ongoing administrative, printing, mailing and share registry costs that arose from maintaining a large number of small shareholdings.
Elevra Lithium Ltd director Beristain Jorge Mariano has filed an initial ownership report showing he directly holds 14,903 American Depositary Shares. Each American Depositary Share represents ten ordinary shares, giving investors a clear view of his current equity stake but reflecting no recent buy or sell activity.