ABAT
American Battery Technology Company4.0100
+0.0800+2.04%
Dec 16, 4:00:01 PM EST
Earnings Call Transcripts
This Quarter (Q1 '26)
No earnings call transcript available yet
Last Quarter (Q4 '25)
FY Q2 '26
Moss Landing feeds ramp on track
Q&A zeroed in on the Moss Landing EPA cleanup project, with Ryan Melsert confirming material inflows since late summer as a substantial recycling feed—on pace for more, bolstered by automotive and stationary sources. No contradictions surfaced; the single question merely fleshed out prepared remarks on ops ramp. Investors got one concrete recycling nugget. Management stayed tight-lipped beyond that, echoing breakeven trajectory and Tonopah permitting push. Watch DFS and second plant groundbreaking next.
Key Stats
Market Cap
521.18MP/E (TTM)
-Basic EPS (TTM)
-0.50Dividend Yield
0%Recent Filings
8-K
Record revenue tops cash COGS
American Battery Technology Company reported Q2 FY2026 results on February 6, 2026, with revenue surging over 1,300% YOY to $4.8M from operations amid manufacturing ramp-up. Combined revenue and $0.3M interest topped $4.9M cash COGS for the first time, while operating expenses fell 24% YOY and cash hit $48.7M debt-free. Recycling volumes from BESS and EVs drove growth; Tonopah Flats PFS projects $2.57B NPV.
10-Q
Q2 FY2026 results
American Battery Technology ramped revenue to $4.8M in Q2 FY2026 ended December 31, 2025, up 1,332% y/y from $0.3M, yet posted $1.6M gross loss from elevated COGS at 134% of sales amid plant scaling. Operating expenses fell 24% y/y to $8.3M, narrowing net loss to $9.3M ($0.07/share) from $13.4M ($0.18/share), with EPS aligning to 129M diluted shares. Cash swelled to $47.9M on $55M equity raises via ATM and warrants, extinguishing all debt; ops burned $16.9M with no FCF as capex hit $1.7M (derived). Revenue hinges on five customers. Material weakness persists in controls.
8-K
CFO appointed, executives retire
American Battery Technology appointed Alejandro Flores Arteaga as CFO effective February 9, 2026, with $280,000 base salary, 75% target cash bonus, and up to $1.5M in milestone-tied equity; Interim CFO Jesse Deutsch retires same day, receiving $50,000 bonus. Chief Mineral Resource Officer Scott Jolcover retires January 31 but consults at $6,500/month. New CFO brings EV battery finance expertise. Leadership stabilizes amid executive transitions.
8-K
Shareholders elect directors, ratify auditors
American Battery Technology Company shareholders elected Ryan Melsert, Elizabeth Lowery, Susan Yun Lee, D. Richard Fezell, and Lavanya Balakrishnan as directors at its November 13, 2025 annual meeting, with votes for ranging 18-24 million amid 42.7 million broker non-votes. They ratified KPMG LLP as auditors for fiscal 2026, passing 66 million for versus under 1.5 million against. Directors locked in. Presentation furnished as Exhibit 99.1.
8-K
ABTC-Veolia battery recycling deal
American Battery Technology Company entered into the Moss Landing Amendment 2 on November 5, 2025, with Veolia to provide recycling services for lithium-ion batteries from the Moss Landing Battery Energy Storage System under EPA oversight. Veolia controls 3,126 MT of accessible modules for delivery to ABTC's facilities. Deal secures key feedstock. Timely delivery is essential.
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