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ELELVR

Elevra Lithium Limited

$ELVR·$4.1B·Other Precious Metals·Basic Materials
$52.56-1.3%YTD+1.2%1Y+130.3%
Mentions · last 7 days
2026-07-24: 0 posts2026-07-25: 0 posts2026-07-26: 0 posts2026-07-27: 1 posts2026-07-28: 1 posts2026-07-29: 1 posts2026-07-30: 0 posts30%
Price updated 4h ago·X counts updated 1d ago
ELELVR
$ELVRElevra Lithium Limited
$52.56-1.33%3 posts0%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Today's AI verdict on what's driving $ELVR, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Proven numbersWinding up for a moveAI verdict · as of 2026-07-30

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

Elevra Lithium at $51.93 (42% of 52-week range) with -29% vs 50-day, lithium-cycle recovery, and CY26 revenue ramp

Elevra Lithium Limited is the Australia-listed lithium producer whose thesis is the specific lithium-price + spodumene-cycle recovery arc. The tape is -1.4% YTD but +128% twelve months, sitting at 42% of the 52-week range with -29% vs 50-day post-parabolic digestion.

  • The fiscal-Q4 print showed the trough operating profile: Q4 revenue $102.5M with -45% gross margin (a decisive negative-gross-margin signal reflecting the lithium-price collapse) and -50% operating margin, EPS -$31.98 — a specific accounting-year-end recognition. The revenue base is real but the operating leverage under lithium-price weakness is punishing.
  • The valuation is priced for the recovery: -12.6x trailing PE (loss-based), 9.3x sales on trough-cycle revenue. Consensus fiscal-CY26 revenue $364M (+3.5x from the Q4 base), CY27 $668M (+84%) — a specific two-year recovery arc where consensus fiscal-CY26 EPS -$0.05 flips to +$0.07 in CY27. The equity trades on lithium-price recovery + specific spodumene-project execution.
  • The tape and structural signals are pre-recovery quiet: position 42% of 52-week range, -29% vs 50-day, -10% vs 200-day, on 0.39x volume with null float-bucket and beta 0.94. Zero insider events, zero filings — a low-attention lithium-cycle-recovery play.

What resolves the coil upward is the next fiscal-year quarterly print (date not on file) confirming spodumene-production ramp toward the $364M CY26 consensus with concrete lithium-carbonate-pricing commentary and reaffirmed operating-margin trajectory. What extends the coil is a further lithium-carbonate-price collapse, a specific project-schedule delay, or a dilutive capital raise; on the -29% vs 50-day setup either resolves in double-digit percentage moves.

What to watch: Next fiscal-year quarterly print (date not on file): spodumene-production ramp toward the $364M CY26 consensus with concrete lithium-carbonate-pricing commentary plus reaffirmed operating-margin trajectory resolves the coil upward. A further lithium-carbonate-price collapse, project-schedule delay, or dilutive capital raise extends the coil on -29% vs 50-day.

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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

No material change from last week — domestic rare earth and lithium production onshoring accelerates as executive orders and retaliatory restrictions reshape the critical minerals supply chain.

What this means for $ELVR

Direct beneficiary — Explores and develops lithium and mineral resources in Australia and North America to supply the battery supply chain; core revenue tied directly to the primary demand driver in other precious metals.

Industry benchmark

5-name peer basket
-4.6%YTD
+30.6%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.

Quarterly trend

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

Forward consensus

2-year forecast · up to 4 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$364.3M$342.7M – $392.5M-$0.05-$0.07 – -$0.034
FY27$668.3M$467.2M – $843.9M$0.07$0.04 – $0.093

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.0.4×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.42%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.-29.4%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.-10.2%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 today0.1% 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.

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
3New insider — initial holdingsMar 183
3New insider — initial holdingsMar 183
3New insider — initial holdingsMar 183
3New insider — initial holdingsMar 183
3New insider — initial holdingsMar 183
+ 24 other (21 6-Ks · 3 3s) in window

Recent news

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

Elevra Lithium Limited (ELVR) Q4 2026 Earnings Call Transcriptseekingalpha.com·4d agoElevra Lithium Q4 Earnings Call Highlightsmarketbeat.com·4d agoElevra Lithium June 2026 Quarterly Report Advisoryglobenewswire.com·9d agoElevra Lithium Pitches Fully Funded NAL Expansion Plan at Extraordinary Meetingmarketbeat.com·16d agoElevra Lithium Limited (ELVR) Shareholder/Analyst Call Transcriptseekingalpha.com·16d 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.

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