ELBM Electra Battery Materials Corp

NEUTRAL Impact: 4/10 6-K
Horizon months Filed Jun 4, 2026 Processed 10d 22h ago SEC 0001171843-26-003907
Notable filing: 6-K
Latest settled — T+1d ⚠ clustered
ELBM ▼ -7.86% at T+1d
NEUTRAL call ✗ call lost -7.86% · α vs SPY -5.26% · entry $0.7000 → $0.6450
Next anchor: T+5d due 4d ago
Last close $0.5970 (close Jun 12) · -14.71% from $0.7000 entry
Entry anchored
Jun 4, 2026
via day open
T+1d
-7.86%
call -7.86% · α -5.26%
$0.6450
settled 10d ago
T+5d
call — · α —
due 4d ago
T+20d
call — · α —
in 18d
T+60d
call — · α —
in 2mo

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Executive Summary

Electra Battery Materials awarded a C$12.4 million structural, mechanical and piping (SMP) construction contract to Kilmarnock Enterprises for its cobalt sulfate refinery, bringing total awarded construction packages to approximately C$46 million. The project remains on budget and schedule per the February guidance, with most major packages now awarded and commissioning readiness activities underway.

Actionable Insight

This is a routine project execution update with no financial disclosures. Monitor for definitive construction agreement finalization and future commissioning milestones. No immediate trading catalyst.

Key Facts

  • SMP contract valued at approximately C$12.4 million awarded to Kilmarnock Enterprises
  • Total awarded refinery construction packages now approximately C$46 million
  • Limited Notice to Proceed issued for early execution; definitive agreement being finalized
  • Project remains in line with budget and schedule announced in February 2026
  • Refinery is North America's only cobalt sulfate refinery, supporting EV battery supply chain

Financial Impact

C$12.4 million contract award; cumulative C$46 million in construction packages awarded

capital expenditureproject timeline

Risk Factors

  • Project cost overruns or schedule delays if remaining contracts face challenges
  • Reliance on government or financial support for commissioning and working capital
  • Forward-looking statements subject to execution risk

Market Snapshot

Exchange
Nasdaq
Sector
Mining & Quarrying of Nonmetallic Minerals (No Fuels)
Analyst Consensus
83% bullish (6 analysts)

Documents Analyzed

This report is based on 5 SEC documents filed with EDGAR.

DocumentAccession Number
6-K Filing (Primary)0001171843-26-003907
Document: f6k_060326.htm0001171843-26-003907
Document: 0001171843-26-003907-index-headers.html0001171843-26-003907
Document: 0001171843-26-003907-index.html0001171843-26-003907
Document: 0001171843-26-003907.txt0001171843-26-003907
10 reports for ELBM
Performance horizon

Track record builds as more directional reports settle.

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Reports for ELBM — sortable, filterable
Type Now
Jun 8, 2026
6d ago
6-K
NEUTRAL ★ 4/10
$0.6387 awaiting T+1awaiting T+1$0.5970 (−6.53%)
Jun 4, 2026
10d ago
6-K
NEUTRAL ★ 4/10
$0.7000 $0.6450▼ −7.86%▼ −5.26%$0.5970 (−14.71%)
Jun 4, 2026
10d ago
Press Release
NEUTRAL ★ 4/10
$0.7000 $0.6450▼ −7.86%▼ −5.26%$0.5970 (−14.71%)
May 14, 2026
4w ago
Press Release
BULLISH ★ 7/10
$0.6200 $0.5990▼ −3.39%▼ −2.16%$0.5970 (−3.71%)
May 14, 2026
4w ago
6-K
MIXED ★ 6/10
$0.6200 $0.5990▼ −3.39%▼ −2.16%$0.5970 (−3.71%)
May 13, 2026
4w ago
6-K
NEUTRAL ★ 4/10
$0.6170 $0.6200▲ +0.49%▼ −0.29%$0.5970 (−3.24%)
May 13, 2026
4w ago
Press Release
NEUTRAL ★ 4/10
$0.6170 $0.6200▲ +0.49%▼ −0.29%$0.5970 (−3.24%)
May 5, 2026
5w ago
6-K
BULLISH ★ 7/10
$0.6550 $0.6560▲ +0.15%▼ −1.23%$0.5970 (−8.85%)
Apr 9, 2026
9w ago
6-K
NEUTRAL ★ 5/10
$0.5660 $0.5910▲ +4.42%▲ +4.48%$0.5970 (+5.48%)
Apr 9, 2026
9w ago
Press Release
NEUTRAL ★ 4/10
$0.5660 $0.5910▲ +4.42%▲ +4.48%$0.5970 (+5.48%)
Showing 10 of 10

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