olivLaw · US equity research
American Battery Technology Company ABAT
Mining & Quarrying of Nonmetallic Minerals (No Fuels) · SIC 1400 · Vertical: Mining & Quarrying of Nonmetallic Minerals (No Fuels) (SIC 1400)
American Battery Technology Company (ABTC) is a critical minerals company that recycles lithium-ion batteries and explores a lithium project in Nevada, aiming to return minerals to the US supply chain. In fiscal 2026, revenue rose to $21.7 million, but the net loss stayed high at $73.4 million, making financing and project execution essential.
At the close of 04 Nov 2026, American Battery Technology Company (ABAT) stock was 1.29 USD (+3.20% on the day), with market capitalisation 183.9 m USD, beta 2.34, 52-week range 1.25–5.31 USD. Latest reported quarter (Q4 2026): revenue of 8.2 m USD (+196.6% YoY), net income of -20.0 m USD, diluted EPS -0.15 USD.
Data as of · AI analysis dated · Source: SEC filings and closing prices, computed by olivLaw.
Price history
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Technical reading
- RSI (14)
- 31.3
- weak (30–45)
- Bollinger (20, 2)
- 1.10 – 1.96
- in the lower half of the band · %B 0.22 · band width 56.6%
- SMA 50 / 200
- 2.05 / 2.89
- downtrend (price < SMA50 < SMA200)
- MACD (12, 26, 9)
- -0.21 / -0.21
- MACD above signal
Indicators describe past prices; on their own they do not predict direction. On our history the RSI ≤ 40 filter added no return (see the signals methodology).
Performance
| Company | S&P 500 | vs S&P 500 | Vertical median | |
|---|---|---|---|---|
| 1 month | −40.6% | −1.1% | −39.5 pp | — |
| 3 months | −44.4% | −0.5% | −43.9 pp | — |
| 6 months | −62.2% | +4.4% | −66.6 pp | — |
| Year to date | −61.4% | +12.3% | −73.7 pp | — |
| 1 year | −67.2% | +13.5% | −80.7 pp | −11.5% |
| 3 years | −71.9% | +76.4% | −148.3 pp | +29.6% |
| 5 years | −93.1% | +63.7% | −156.8 pp | — |
Price returns, dividends excluded.
Quarterly results
Latest quarter: Q4 2026 · 30 Jun 2026
Quarterly margins
Quarterly statements · USD
| Fiscal year | Q1 '25 | Q2 '25 | Q3 '25 | Q4 '25 | Q1 '26 | Q2 '26 | Q3 '26 | Q4 '26 |
|---|---|---|---|---|---|---|---|---|
| Revenue | 202.0 k | 332.4 k | 980.0 k | 2.8 m | 937.6 k | 4.8 m | 7.8 m | 8.2 m |
| Cost of revenue | 2.5 m | 3.3 m | 3.7 m | 5.3 m | 4.5 m | 6.4 m | 7.1 m | 6.9 m |
| Gross profit | -2.3 m | -3.0 m | -2.7 m | -2.6 m | -3.5 m | -1.6 m | 737.7 k | 1.3 m |
| Research & development | 2.0 m | 2.9 m | 3.3 m | 265.2 k | 2.7 m | 3.8 m | 4.6 m | 6.7 m |
| Operating income | -9.8 m | -13.8 m | -10.6 m | -7.8 m | -10.1 m | -9.9 m | -34.4 m | -20.3 m |
| Depreciation & amortisation | 1.2 m | 1.2 m | 1.2 m | 1.2 m | 1.3 m | 1.5 m ≈ | 1.5 m ≈ | 700.0 k |
| Interest expense | 4.6 k | -597 | 8.4 k | -12.4 k | 6.5 k | -312.1 k | -335.7 k | 641.4 k |
| Net income | -11.7 m | -13.4 m | -11.5 m | -10.2 m | -10.3 m | -9.3 m | -33.8 m | -20.0 m |
| Diluted EPS | -0.17 | -0.18 | -0.14 | -0.11 ≈ | -0.09 | -0.07 | -0.26 | -0.15 ≈ |
| Operating cash flow | -5.6 m | -7.3 m ≈ | -10.3 m ≈ | -5.8 m | -7.1 m | -9.8 m ≈ | -2.7 m | -4.6 m |
≈ derived quarter (cumulative difference / share-days average)
E/P over time
E/P = trailing-12-month diluted EPS / price at quarter end. E/P is the inverse of P/E and stays defined when earnings are negative.
Fiscal years
| Fiscal year | 2018 | 2019 | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 |
|---|---|---|---|---|---|---|---|---|
| Revenue | 0 | 0 | unavailable | unavailable | unavailable | 343.5 k | 4.3 m | 21.7 m |
| Revenue YoY | unavailable | unavailable | unavailable | unavailable | unavailable | unavailable | +1,149.0% | +406.8% |
| Net income | -6.0 m | -12.6 m | -41.8 m | -33.5 m | -21.3 m | -52.5 m | -46.8 m | -73.4 m |
| Net income YoY | unavailable | unavailable | unavailable | unavailable | unavailable | unavailable | unavailable | unavailable |
| Diluted EPS | unavailable | unavailable | -0.08 | -0.80 | -0.51 | -1.02 | -0.58 | -0.58 |
| Diluted EPS YoY | unavailable | unavailable | unavailable | unavailable | unavailable | unavailable | unavailable | unavailable |
| net % | unavailable | unavailable | unavailable | unavailable | unavailable | -15,284.4% | -1,090.0% | -337.5% |
| Free cash flow | -1.0 m | -3.4 m | -13.2 m | -23.1 m | -20.1 m | unavailable | unavailable | unavailable |
Reported results vs expectations
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Balance sheet & financial health
Fiscal year 2026 · 30 Jun 2026
- Cash
- 49.5 m USD
- Financial debt
- unavailable USD
- Net debt
- unavailable USD
- Equity
- 126.4 m USD
- Total assets
- 132.8 m USD
- Debt / equity
- unavailable
- Current ratio
- 9.53x
- ROE
- -74.5%
- ROA
- -67.5%
- FCF margin
- unavailable
Financial statements (source on every figure)
Revenue and net income (USD)
Margins
Income statement · USD
| Line | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | Source (latest year) |
|---|---|---|---|---|---|---|---|
| Revenue | — | — | — | 343.5 k | 4.3 m | 21.7 m | SEC (XBRL)· 14 Sept 2026verified |
| Cost of revenue | — | — | — | 3.3 m | 14.9 m | 24.8 m | SEC (XBRL)· 14 Sept 2026verified |
| Gross profit | — | — | — | -3.0 m | -10.6 m | -3.1 m | SEC (XBRL)· 14 Sept 2026verified |
| Research & development | 857.6 k | 963.4 k | 7.6 m | 14.3 m | 8.5 m | 17.9 m | SEC (XBRL)· 14 Sept 2026verified |
| Operating income | -37.7 m | -33.7 m | -22.4 m | -47.8 m | -42.0 m | -74.7 m | SEC (XBRL)· 14 Sept 2026verified |
| Depreciation & amortisation | — | — | — | 1.7 m | 5.0 m | 5.0 m | SEC (XBRL)· 14 Sept 2026verified |
| EBITDA | — | — | — | -46.1 m ≈ | -37.0 m ≈ | -69.7 m ≈ | SEC (XBRL)· 14 Sept 2026derived |
| Interest expense | — | — | 128.6 k | 0 | 0 | 0 | SEC (XBRL)· 14 Sept 2026verified |
| Net income | -41.8 m | -33.5 m | -21.3 m | -52.5 m | -46.8 m | -73.4 m | SEC (XBRL)· 14 Sept 2026verified |
| Diluted EPS | -0.08 | -0.80 | -0.51 | -1.02 | -0.58 | -0.58 | SEC (XBRL)· 14 Sept 2026verified |
| Weighted average diluted shares | — | 41.7 m | 43.8 m | 51.2 m | 80.3 m | 127.6 m | SEC (XBRL)· 14 Sept 2026verified |
≈ computed by olivLaw from the reported lines of the same year: Operating income + Depreciation & amortisation.
Balance sheet · USD
| Line | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | Source (latest year) |
|---|---|---|---|---|---|---|---|
| Cash | 12.8 m | 29.0 m | 2.3 m | 7.0 m | 7.5 m | 49.5 m | SEC (XBRL)· 14 Sept 2026verified |
| Receivables | — | — | — | 228.5 k | 2.8 m | 7.0 m | SEC (XBRL)· 14 Sept 2026verified |
| Inventories | — | — | 125.2 k | 154.3 k | 408.1 k | 584.8 k | SEC (XBRL)· 14 Sept 2026verified |
| Current assets | 14.1 m | 29.9 m | 4.8 m | 18.4 m | 29.5 m | 60.9 m | SEC (XBRL)· 14 Sept 2026verified |
| Property, plant & equipment, net | 5.5 m | 18.9 m | 29.9 m | 46.3 m | 45.5 m | 57.3 m | SEC (XBRL)· 14 Sept 2026verified |
| Intangibles (excl. goodwill) | 1.6 m | 3.9 m | 3.9 m | 4.5 m | 766.7 k | 4.6 m | SEC (XBRL)· 14 Sept 2026verified |
| Total assets | 21.3 m | 52.9 m | 74.7 m | 77.7 m | 84.5 m | 132.8 m | SEC (XBRL)· 14 Sept 2026verified |
| Accounts payable | 1.6 m | 344.1 k | 1.8 m | 9.3 m | 5.8 m | 6.3 m | SEC (XBRL)· 14 Sept 2026verified |
| Short-term debt | — | — | — | 6.4 m | 7.7 m | — | SEC (XBRL)· 18 Sept 2025verified |
| Long-term debt | — | — | — | 7.1 m | — | — | SEC (XBRL)· 23 Sept 2024verified |
| Current liabilities | 1.8 m | 3.1 m | 13.7 m | 15.8 m | 13.7 m | 6.4 m | SEC (XBRL)· 14 Sept 2026verified |
| Total liabilities | 1.8 m | 3.2 m | 13.8 m | 16.2 m | 13.9 m | 6.5 m | SEC (XBRL)· 14 Sept 2026verified |
| Equity | 19.4 m † | 49.6 m † | 60.9 m † | 61.5 m † | 70.6 m † | 126.4 m † | SEC (XBRL)· 14 Sept 2026verified |
† equity attributable to the parent's shareholders: in these years the issuer no longer reports the total including non-controlling interests.
Cash flow · USD
| Line | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | Source (latest year) |
|---|---|---|---|---|---|---|---|
| Operating cash flow | -7.8 m | -10.2 m | -13.4 m | -16.7 m | -28.9 m | -24.2 m | SEC (XBRL)· 14 Sept 2026verified |
| Capex | 5.4 m | 12.9 m | 6.8 m | — | — | — | SEC (XBRL)· 28 Sept 2023verified |
| Free cash flow | -13.2 m ≈ | -23.1 m ≈ | -20.1 m ≈ | — | — | — | SEC (XBRL)· 28 Sept 2023derived |
| Investing cash flow | -7.1 m | -15.1 m | -36.7 m | -13.0 m | -2.5 m | -13.6 m | SEC (XBRL)· 14 Sept 2026verified |
| Financing cash flow | 26.9 m | 41.4 m | 23.4 m | 34.4 m | 36.9 m | 75.6 m | SEC (XBRL)· 14 Sept 2026verified |
| Dividends paid | — | 125.7 k | — | — | — | — | SEC (XBRL)· 12 Sept 2022verified |
≈ computed by olivLaw from the reported lines of the same year: Operating cash flow − Capex.
Computed indicators
Growth
Profitability
Returns
Balance sheet
Liquidity
Cash
Efficiency
Market and valuation
1 indicators that do not apply to the sector.
Valuation
olivLaw classification
- indicators available: 2 of at least 6
- score weight coverage: 10.4% of at least 60%
- valuation methods computed: 0 of at least 1
A scoring methodology on indicators and valuation, not investment advice.
Closing price
04 Nov 2026Source: olivLaw, closing series
Market cap: 183.9 m USD
Key indicators
Coverage and freshness
Score by group
10% · Insufficient data
Estimated value range
unavailable — no valuation method could be computed
Valuation assumptions are editorial choices, not measured; beta is not measured.
Valuation methods
- DCF (discounted cash flow)unavailable · the input exists, but its latest figure is far older than the latest reported period: not used
- Peers: EV/EBITDAunavailable · net debt missing: EV cannot be bridged to equity (missing debt is not zero)
- Peers: P/Eunavailable · the base of the ratio is not positive
- Dividend discount (DDM)unavailable · input data missing
no valuation method could be computed
Classification (SIC) comparables group by industry code, not by economic activity; the direct group is an editorial selection by activity. Members' multiples are on their own trailing twelve months, at their own latest close.
Assumptions (illustrative, editorial)
- Risk-free rate
- 4.3%
- Equity risk premium
- 5.0%
- Beta (default)
- 1.00
- Cost of equity
- 9.3%
- Terminal growth
- 2.5%
Factor scorecard
Insufficient data
Minimum-evidence gate: indicators available: 2 of at least 6; score weight coverage: 10.4% of at least 60%; valuation methods computed: 0 of at least 1
| Factor | Value | Score | Weight used |
|---|---|---|---|
| ROIC · Quality | unavailable | unavailable | — |
| Net margin · Quality | -337.5% | 6 (vs peers) | 60% |
| FCF conversion · Quality | unavailable | unavailable | — |
| Revenue CAGR 3Y · Growth | unavailable | unavailable | — |
| EPS CAGR 3Y · Growth | unavailable | unavailable | — |
| Net debt / EBITDA · Balance sheet | unavailable | unavailable | — |
| Interest coverage · Balance sheet | unavailable | unavailable | — |
| Current ratio · Balance sheet | 9.5x | 100 (on a fixed band) | 40% |
| P/E (TTM) · Valuation | unavailable | unavailable | — |
| EV/EBITDA · Valuation | unavailable | unavailable | — |
| FCF yield · Valuation | unavailable | unavailable | — |
| Shareholder yield (distributions) · Returns | unavailable | unavailable | — |
| Payout ratio (FCF) · Returns | unavailable | unavailable | — |
Factors without a value were dropped; the remaining weights were renormalised.
Score groups
- Balance sheet· partial100/100 · 1/3 factors with a value
- Growth· partialunavailable · 0/2 factors with a value
- Quality· partial6/100 · 1/3 factors with a value
- Returns· partialunavailable · 0/2 factors with a value
- Valuation· partialunavailable · 0/3 factors with a value
A «partial» group is computed from under half of its weight or from one factor: it is not a full assessment of the group.
Memo
American Battery Technology Company (ABAT). Latest full fiscal year: 2026; data up to 2026-06-30.
Figures computed from the financial statements: revenue 21.7 m USD in 2026; YoY growth 406.8%; net margin -337.5%; ROE -74.5%.
Valuation cannot be computed from the available data.
Insufficient data for a verdict (indicators available: 2 of at least 6; score weight coverage: 10.4% of at least 60%; valuation methods computed: 0 of at least 1).
Text generated deterministically from the figures shown; no language model. Not investment advice.
What supports the thesis
- Current ratio: 9.5x
What contradicts it
- Net margin: -337.5%
Not assessed (insufficient data or a ratio without meaning): ROIC, FCF conversion, Revenue CAGR 3Y, EPS CAGR 3Y, Net debt / EBITDA, Interest coverage, P/E (TTM), EV/EBITDA, FCF yield, Shareholder yield (distributions), Payout ratio (FCF).
Versus the vertical median
Mining & Quarrying of Nonmetallic Minerals (No Fuels) (SIC 1400) · same industry (4-digit SIC) · compared with 18 companies
Multiples and returns vs the median
Price rebased to 100 (monthly, 5 years)
Companies in the vertical
| Market cap | P/E | ROE | Net margin | Revenue YoY | 1A / 3A | |
|---|---|---|---|---|---|---|
| MLMMartin Marietta Materials, Inc. | 39.6 bn | 14.7 | 16.8% | 31.9% | +8.6% | −11% / +20% |
| VMCVulcan Materials Company | 38.2 bn | 35.2 | 12.9% | 13.8% | +7.1% | +0% / +39% |
| SQMChemical & Mining Co Of Chile Inc | 15.1 bn | 24.0 | 14.3% | 15.1% | −39.4% | −11% / +15% |
| HLHecla Mining Company | 10.0 bn | 26.7 | 14.5% | 21.0% | +53.0% | −11% / +200% |
| IONRIoneer Ltd | 7.2 bn | — | -4.3% | — | unavailable | −44% / −35% |
| USLMUnited States Lime & Minerals Inc | 3.5 bn | 26.6 | 20.0% | 35.1% | +17.3% | +1% / +191% |
| KNFKnife River Corporation | 3.5 bn | 26.3 | 8.0% | 4.0% | +8.5% | −17% / +4% |
| TTAMTitan America SA | 2.6 bn | 14.2 | 20.8% | 11.1% | +1.8% | −12% / unavailable |
| UUUUEnergy Fuels Inc. | 1.9 bn | — | -14.1% | -100.0% | −15.6% | −50% / −10% |
| LEUCentrus Energy Corp | 1.3 bn | 42.2 | 8.1% | 10.2% | +1.5% | −64% / +85% |
| CMPCompass Minerals International, Inc. | 976.5 m | 54.2 | 7.2% | 1.4% | +11.3% | +22% / −4% |
| GAUGaliano Gold Inc. | 540.4 m | — | -12.7% | -6.5% | +93.6% | −14% / +220% |
| IPIIntrepid Potash, Inc. | 418.0 m | 17.1 | 4.8% | 8.0% | +17.1% | +24% / +52% |
| SNDSmart Sand, Inc. | 185.3 m | 16.9 | 4.4% | 2.7% | +6.0% | +48% / +124% |
| ABATAmerican Battery Technology Company | 183.9 m | — | -74.5% | -337.5% | +406.8% | −67% / −72% |
| ATLXAtlas Lithium Corporation | 52.1 m | — | -103.0% | -33,954.4% | −86.1% | −65% / −93% |
| LGOLargo Inc. | 27.7 m | — | -46.4% | -62.3% | −12.0% | −67% / −84% |
| TECKTeck Resources Limited | — | — | 5.5% | 13.0% | +18.7% | +50% / +71% |
| ELVRElevra Lithium Limited | — | — | -54.2% | -131.8% | +11.2% | −40% / unavailable |
1- and 3-year price returns: for ABAT from daily closes (the same as the performance table), for the other companies from month-end closes.
olivLaw engine forecast
The world engine ran after the company's latest material disclosure. Probabilities are of TOUCHING a level within the horizon (not closing there) and sit next to the random walk (p_rw), the no-information benchmark.
The engine has no published run for this company yet.
Valuation scenarios (editable assumptions)
Illustrative scenarios
Illustrative: not forecasts and without probabilities. Each case is one coherent set of assumptions, computed on today's figures.
Estimated price (USD)
| Estimated price | Bear | Base | Bull |
|---|---|---|---|
| 1 years | insufficient data Total return unavailable · Per year unavailable | insufficient data Total return unavailable · Per year unavailable | insufficient data Total return unavailable · Per year unavailable |
| 3 years | insufficient data Total return unavailable · Per year unavailable | insufficient data Total return unavailable · Per year unavailable | insufficient data Total return unavailable · Per year unavailable |
| 5 years | insufficient data Total return unavailable · Per year unavailable | insufficient data Total return unavailable · Per year unavailable | insufficient data Total return unavailable · Per year unavailable |
AI analysis
AI-generatedAI-generated analysis (Claude) from cited public sources; it may contain errors. Not investment advice. As of 27 Oct 2026 · Model: claude-haiku-5-5.
In brief
American Battery Technology Company (ABTC) is a critical minerals company that recycles lithium-ion batteries and explores a lithium project in Nevada, aiming to return minerals to the US supply chain. In fiscal 2026, revenue rose to $21.7 million, but the net loss stayed high at $73.4 million, making financing and project execution essential.
SWOT
Strengths
- The proprietary recycling technology avoids high-temperature processes and recovers more metals from the same feedstock.
- The company holds significant government grants and tax credits for building its facilities.
- Its leadership team has experience building and optimizing large battery manufacturing plants.
Weaknesses
- The company has a short operating history and continues to report large net losses.
- Operations are concentrated in a single recycling facility and an exploration project in Nevada.
- A small number of customers generate most of the revenue.
Opportunities
- Developing a second recycling facility could significantly expand processing capacity.
- Demand for domestically produced critical minerals could increase support for domestic projects.
- The TFLP project could become a primary lithium source if permitting and financing advance.
Threats
- The company will need additional financing and may not obtain it on acceptable terms.
- Volatile metal prices could reduce revenue and affect customer demand.
- Changes in trade policies or export controls could limit market access and partners.
Risks
- Need for additional financinghigh
The company may need capital within the next 12 months, and a lack of funding could affect its business plan.
- Continuing operating losseshigh
The company has not reached profitability and may not do so if production and prices do not rise enough.
- Dependence on federal grantsmedium
Many projects rely on conditional grants and tax credits that can be suspended or reduced.
- Customer and site concentrationmedium
A small number of customers and a single recycling site create exposure to disruptions or loss of contracts.
- Hazardous materials regulationlow
Transport and storage of batteries could create liability and disruption if incidents occur.
Investment thesis
What would need to be true (bull case)
- If revenue keeps growing and costs decline, the company could reach operating balance as the facility matures.
- Federal support for the domestic supply chain could ease financing and expand capacity.
- The Nevada lithium project could add an important primary source if permitting advances.
What would break the thesis
- Large net losses and the lack of profitability could force the company to raise capital on unfavorable terms.
- Dependence on grants and a single site could amplify the impact of any delay or suspension.
- Restrictions on black mass exports could reduce revenue if the directive remains in force.
What to watch
- Progress of the facility ramp-up and trends in production costsQ1 2027
- Securing additional financing for operations and the second facility2027
- Developments in the black mass export directive and its effect on revenuenext 10-K
- Progress of TFLP permitting under the FAST-41 process2027
Products, market & competition
AI-generatedAI-generated analysis (Claude) from cited public sources; it may contain errors. Not investment advice. As of 27 Oct 2026 · Model: claude-haiku-5-5.
The business
ABTC describes itself as an integrated critical minerals manufacturer pursuing three paths: exploring new primary resources, developing extraction technologies, and recycling lithium-ion batteries. It operates a universal recycling system at its McCarran, Nevada facility, which has a design processing rate of approximately 20,000 tonnes per year 1. Its headquarters are in Reno, Nevada, and its exploration office is in Tonopah, Nevada.
Through its recycling process, ABTC seeks to recover lithium, nickel, cobalt and manganese to battery-grade specifications without high-temperature operations, which the company presents as an environmental and cost advantage. Byproducts are sold under offtake agreements or into the open scrap market 1.
In parallel, the company is developing the Tonopah Flats Lithium Project (TFLP), a claystone project in Nevada for lithium hydroxide production. The September 2025 pre-feasibility study estimates about 21.3 million tonnes of LHM resource, of which 2.7 million tonnes are classified as proven and probable reserves 1.
Segments
Lithium-ion battery recycling
This is the company's main revenue source. Revenue from products and byproducts of recycling rose in fiscal 2026 with higher feedstock throughput, but production costs still exceeded revenue, with a gross loss of $3.1 million 1.
Lithium extraction from claystone (TFLP)
This division remains in exploration and development. The company operates a demonstration facility that produced battery-grade lithium hydroxide, delivered to global customers for evaluation and qualification 1.
Second recycling facility
A second recycling center, designed for 100000 tonnes per year, is in the design and financing phase, supported by a $150 million DOE grant. Its site is still being evaluated across the southeastern US 1.
Market context
The US critical minerals market has become a priority at federal, state and private levels. According to the 2025 USGS list, 60 minerals are considered critical, including nickel, cobalt, manganese, lithium, copper, aluminum and graphite 1. China accounts for over 70% of global cell manufacturing capacity, while less than 1% of the battery materials needed are sourced in the US 1.
Metal prices are volatile and depend on the global balance of supply and demand, while product quality and specifications determine competitiveness. Revenue can therefore vary considerably from one period to another 1.
Trends
- Federal support for critical mineralstailwind
DOE grants and 48C tax credits support construction of ABTC facilities. If these programs remain active, the company could benefit from external funding for capacity expansion.
- Demand for storage and electric vehiclestailwind
Lithium-ion batteries are increasingly used in energy storage and data centers, which could support demand for recycled raw materials.
- Restrictions on black mass exportsmixed
A recent federal directive could prevent exports of black mass to foreign customers, which would affect revenue if it stays in force.
Competitive position
ABTC competes with recycling processors in the US, Europe, South Korea and China that use high-temperature thermal or shredding and solvent extraction techniques. These methods typically focus on nickel and cobalt, with limited ability to recover lithium and manganese 1.
Competition also comes from primary producers of lithium, nickel, cobalt and manganese, distributed globally. Product quality and supply reliability are the main competitive criteria 1.
- Thermal recycling processors
Operators in the US, Europe, South Korea and China that recover mainly nickel and cobalt through high-temperature processes.
- Shredding and solvent extraction processors
Companies using mechanical shredding and hydrometallurgy, with higher impurity levels and solvent costs.
- Primary lithium producers
Producers in the Americas, Australia and Asia whose supply shapes raw material prices.
- Primary nickel and cobalt producers
Operators in Indonesia, China, Australia and the Democratic Republic of Congo, with an important role in reference prices.
Links, dependencies and risks
Who the company is tied to, from its own SEC filings (customers, suppliers, production, partners, competitors, countries, regulation), from the 5 %+ holders' statements (13D/13G) and from what other companies say about it. Click a node for its evidence; on a listed company the graph moves to it.
Loading the links…
News & filings
In the press
- American Battery Technology (ABAT) Turns A Profit, But Faces A New Export ThreatYahoo Finance — News · 16 Sept 2026 · EN
- American Battery Technology Company Common Stock Q4 2026 Earnings Call SummaryYahoo Finance — News · 15 Sept 2026 · EN
- Eric Trump Says Our Mission Hasn't Changed as American Bitcoin Marks One Year of Going Public, but ABTC Stock Got BatteredYahoo Finance — News · 06 Sept 2026 · EN
The latest news item in our archive is from 16 Sept 2026; the newest SEC filing is from 01 Oct 2026. The press archive comes from the RSS feeds we follow and does not necessarily cover the latest event — the filings alongside do.
SEC filings
- Current report01 Oct 2026Other events · Financial statements and exhibits
- Proxy statement22 Sept 2026
- Current report16 Sept 2026Results of operations · Financial statements and exhibits
- Annual report14 Sept 2026
- Current report20 Aug 2026Results of operations · Financial statements and exhibits
- Current report10 Jul 2026Departure or appointment of officers · Financial statements and exhibits
- Current report08 Jun 2026Material agreement · Regulation FD disclosure · Financial statements and exhibits
- Current report03 Jun 2026Departure or appointment of officers · Financial statements and exhibits
- Current report12 May 2026Results of operations · Financial statements and exhibits
- Quarterly report11 May 2026
Sources
- [1] Form 10-K, fiscal year ended 2026-06-30 · SEC / American Battery Technology Company · 14 Sept 2026
- [2] Form 8-K, results release (exhibit 99.1) · SEC / American Battery Technology Company · 16 Sept 2026
Figures computed by olivLaw from SEC filings and closing prices; the qualitative analysis is AI-generated from cited sources. Not investment advice.