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ELELVR

Elevra Lithium Limited

$ELVR·$3.8B·Other Precious Metals·Basic Materials
$46.50-1.8%YTD-10.1%1Y+193.9%
Price updated 10m ago·X counts updated 22h ago
ELELVR
$ELVRElevra Lithium Limited
$46.50-1.80%8 posts
AI analysisFundamentalsVoices on X
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On X

The complete picture of $ELVR on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

8X posts · last 7 days
Sep 1Sep 14

AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $ELVR — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Too early to tellWinding up for a moveAI verdict · as of 2026-09-14

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

Australian-headquartered lithium miner up 192% in twelve months but down 19% from the 200-day; NAL expansion pre-feasibility and a Mangrove supply deal in hand.

Elevra Lithium (formerly Sayona Mining, following the merger with Piedmont) is a hard-rock lithium producer with the NAL (North American Lithium) operation in Quebec — the equity is a bet on the lithium-cycle recovery landing before cash runs low.

  • Reported Q4 2025 revenue $102.5M; trailing gross margin 17.6% but operating margin -66.6% — production is not yet profitable at current spodumene prices.
  • Trailing EPS -$31.98 in the bundle is a data artifact (likely from Australian ordinary-per-share reporting and a share-count reset), not a real per-share loss on today's share base.
  • YTD -3.5%, twelve-month +192%, tape at 40.4% of the 52-week range, 14.8% below the 50-day and 18.8% below the 200-day, beta 0.94 — big past run, currently softening.
  • Announced NAL Expansion Pre-Feasibility Study — real project-development milestone that changes the cost curve if the expansion economics work.
  • 'Elevra Lithium Completes Binding Supply Agreement with Mangrove Lithium' — Mangrove is a lithium-conversion partner focused on lower-emission processing, so this is a real offtake / partnership signal.
  • Consensus expects fiscal 2027 (June year-end) revenue $584M with EPS $0.07 — the sell side models a swing to profit next fiscal year if lithium prices cooperate.
  • No insider transactions in the file; no next earnings date posted.

Lithium producer between the pre-feasibility milestones and the spodumene-price recovery; verdict is on the price of the metal, not this quarter's print.

What to watch: NAL expansion pre-feasibility results, spodumene price direction, and any additional binding offtake beyond Mangrove.

On the calendar: Next earnings date not yet posted

Read the AI verdict on $ELVR

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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What it does

Plain-English summary of the business — what they sell and how they make money.

Explores and develops lithium and mineral resources in Australia and North America to supply the battery supply chain.

Industry overviewAI analysisGenerated by AI from underlying data

Where Other Precious Metals sits in its cycle right now — and what that implies for $ELVR.

Other Precious Metals · Basic Materials

Deep-sea critical minerals and silver industrial demand are the two narratives driving this group; TMC is advancing Pacific nodule rights targeting EV battery metals while royalty streamer TFPM offers precious metals upside without mine-operating risk. Solar-cell and electronics silver demand underpins base industrial consumption.

What this means for $ELVR

Neutral — lithium developer at pre-feasibility stage; NAL expansion study is a regulatory milestone but commercial production timeline and lithium price uncertainty create investment risk.

Industry benchmark

5-name peer basket
-13.1%YTD
+5.1%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
-12.6How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
-14.0%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
-66.6%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
-5.2%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
9.3Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
-20.8%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
17.6%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.1Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Aug 31, 2026$-2.22——

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q4 FY24$102.5M—-44.7%-49.7%$-31.98$-40.3M

Forward consensus

3-year forecast · up to 4 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$307.4M$276.9M – $392.5M-$0.05-$0.07 – -$0.044
FY27$584.2M$507.1M – $685.3M$0.07$0.05 – $0.094
FY28$545.0M$399.0M – $750.5M$0.00$0.00 – $0.004

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.2.6×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.36%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-20.0%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.-24.5%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 66.5M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.2% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β0.945-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellApr 2Sylvain CollardCOO41.6K sh$240K
+ 1 other (1 exempt) in window

See when $ELVR insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
Free, forever. No credit card.

SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

3New insider — initial holdingsMar 203
3New insider — initial holdingsMar 203
3New insider — initial holdingsMar 193
+ 22 other (21 6-Ks · 1 13G) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Elevra Lithium Announces NAL Expansion Pre-Feasibility Studyglobenewswire.com·7d agoElevra Lithium H2 Earnings Call Highlightsmarketbeat.com·18d agoElevra Lithium Limited (ELVR) Q4 2026 Earnings Call Transcriptseekingalpha.com·19d agoElevra Lithium Completes Binding Supply Agreement with Mangrove Lithiumglobenewswire.com·26d agoElevra Lithium FY26 Financial Results and Annual Report Advisoryglobenewswire.com·29d ago

In themes

Explore the broader themes this ticker is being talked about under.

Critical Minerals & Rare Earths

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Voices on X · last 7 days

No standout posts about $ELVR on X in the last 7 days.

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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