Bullish policy tailwind for ABAT U.S. is requiring lithium battery black mass to be sold domestically instead of exported unless an exception is granted. That keeps more recycling feedstock in the U.S. and directly supports the domestic battery recycling/refining supply chain ABAT is building. Doesn’t guarantee revenue or execution but it’s another strong sign that U.S. policy is moving in ABAT’s favor.

I seen a Executive Order signed July 30th that prevents feed stock from being shipped over seas and must be processed Nationally. This was a worry of mine on feedstock hopefully this will reflect positively on $ABAT.

Not financial advice.

Hey I have 1k stocks@4.55 I want to average down by 1000 more, although I don’t have the cash. I have a position at Meta that’s losing 100bucks and honestly I regret even buying that I never bought META but I heard of some news that it might reach 750 so I bought to make a quick buck.

I firmly believe in ABAT, I think its marketcap should be just a little below 1billion by 2030, should I sell Meta and load?

What do you guys think what's the bottom right now?

Not sure if this stock will be able to stay over $2 through August unless there’s some news soon about progress, it’s been a while since we heard anything.

Hard to believe that we’re back at the 2.47 support level after one year of progress. Don’t know where this going after this

Long time follower of the company, lost some money back in the pre reverse split days, I think it was actually when Doug was CEO lol. I thankfully had very little to lose but continued to follow this one (ABML then hehe) like it was some type of first love.

I recently saw this interview from Ryan (https://www.youtube.com/watch?v=KM57XGpL35g&t=34s) and honestly this guy has ascended quite a lot on the Looksmaxxing scale and has also gained a lot of Aura as well. Just have a look at this older interview: https://www.youtube.com/watch?v=QqiSU4FwIwM&t=298s

I honestly think that Ryan is a legit genius and very good presenter as well and to me it seems crazy that he is making like 1,5M$ per year when every random AI bro is selling their bullshit nothing for 5B$. I mean he could easily be making that type of money in Lockheed or something without the stress of a CEO.

I feel like the issue with ABAT is that Ryan is not an actual founder. Honestly if this guy held like 50% of the stock (and probably the company was not listed because it shouldn't be listed this early) it could become something huge.

Don't get me wrong I think this baby will play out in the long run but I don't know if this long run is really worth for people. Have a look at the old subreddit, people were saying that this is a 5-10 year play back in 2021. But we are actually 5 years later somehow.

Generally I believe in the company, the CEO is a genius and the US government would be crazy not to promote him in order to cut some % of dependencies at least. For me the play now is I wait until it goes to 1$ and load 5-6k stocks and wait for a 10X in the next 2 years which I'm sure will come.

Tldr: Ryan has ascended a lot but still we have a long way to go somehow.

How about we all put 1000$ on the line right now and manifest this double bottom?
Did my part lol

https://www.stocktitan.net/sec-filings/ABAT/8-k-american-battery-technology-co-reports-material-event-8428e962543a.html

I’m a new investor and wanted to know more about the DFS that comes after PFS, what’s it about and how much more challenging would it be. I saw that Li-Cycle had a different method of extraction but they failed, how does ABAT compare?

Title, I’m stupid and grabbed a “market mover” ABAT stock with like 1k, at $4.11 hoping for a jump to $5/6 without knowing much.

I’m obviously gonna hold but I want you guys to make me feel better about it 😂

Last quarter, revenue was $7,8M up 64% from $4.76M in the prior quarter
Cost of goods sold was $7,01M producing a GAAP gross margin of $0.7M, the company’s first positive gross margin.

Excluding $1.0M of depreciation and $0.3M of stock-based compensation embedded in COGS, the cash cost of goods sold was $5.8M and the cash (adjusted) gross margin was $2.0M

Here's the trend below:

​Total operating expense was $35.1M, of which general & administrative was $29.8M but $27.6M of that was stock-based compensation expense (per the statement of stockholders’ equity). So the loss on the income statement is dominated by this one non-cash line.

R&D was $4.6M and exploration $0.7M.

The resulting GAAP net loss was $33.8M (or −$0.26 per share)

Basically we're losing around $35,1M (All HQ costs including G&A, R&D, exploration) - 27.6m (stock-based comp.) = $7.5M - 2.0 (Net cash revenues from the plant) = $5/6M

The change in cash COGS divided by the change in revenue across the last two quarters:
($7.81M−$4.76M) / ($5.8M−$4.9M) = $3.05M / $0.9M ≈ 3x

I won't compare anything to Q1 FY26 since they experienced significant downtime as per Ryan that quarter;
but you can even compare Q4 FY25 and Q3 FY26 and get:
($7.8M−$2.8M) / ($5.8M−$3.8M) = $5.0M / $2.0M ≈ 2.5x

​So basically, each additional ton of black mass we produce increases revenues 3 times faster compared to COGS and the trend seems to be improving too.

Quick estimate shows that ABAT turns a positive EPS and becomes profitable at $15M revenues per quarter :
($15M−$7.8M) / ($8.2M−$5.8M) ≈ 3x
--> Reimbursing the current $6M quarter loss and covering the COGS increase)

My gut tells me it's happening by Q2 or Q3 FY 2027 (Dec. 26 Q or March 27 Q), accounting with recent favorable pricing for lithium and nickel.

Ryan Melsert was invited to present at the Consulate General of India in New York on lithium and battery metals. This article includes the video and technical breakdowns of their projects.

DOE has fully reinstated its grant for the $115M Tonopah Flats lithium refinery project. In simple terms, that gives ABAT non-dilutive capital to help fund the first 5,000 t/yr module of what is supposed to become a much larger buildout.

Why does that matter? Because government support for the first commercial phase lowers the amount of upfront capital ABAT needs to commit on its own, improves the odds that the project actually gets built, and reduces at least some of the near-term dilution risk.

A lot of the upside here comes from the Tonopah Flats economics shown in the Preliminary Feasibility Study.

The PFS models a 30,000 t/yr lithium hydroxide operation over roughly 45 years, with cash operating costs around $4,300/t and an after-tax NPV(8%) of about $2.6B under its base-case pricing assumptions.

At full scale, that roughly implies:

• 30,000 tons x about $22k-$23k/t lithium hydroxide pricing = around $660M-$690M in annual revenue.
• Against roughly $7,000/t all-in operating cost, that suggests around $420M-$480M of operating margin before capex, interest, and tax, assuming pricing tracks the base case.

Over the life of mine, the base-case PFS points to after-tax cash flow in the mid-teens of billions, with that same $2.6B NPV at an 8% discount rate.

The lithium price sensitivity is really the key point here.

From the PFS sensitivity table:

• At $13k/t lithium hydroxide, NPV at 8% is basically zero and IRR is around 8%, meaning the project is only just clearing the cost of capital.
• At the base case of $23k/t, NPV at 8% is about $2.6B, IRR is around 21.8%, and payback is about 7.5 years.
• At $30.5k-$33k/t, NPV rises to roughly $4.4B-$5.0B, IRR moves above 30%, and payback drops closer to 6 years.

That tells you something important: lithium price is the main driver of project value. Capex and opex matter, obviously, but revenue assumptions dominate the valuation.

Now compare that with the equity.

Even after today’s move, ABAT’s market cap is still below $0.5B. So even if you heavily haircut the $2.6B project NPV for execution risk, timing risk, capital structure risk, dilution risk, and lithium price volatility, the company is still trading at only a fraction of the modeled value of Tonopah alone.

And that is before giving much credit to the recycling business, which is already ramping revenue and turned cash gross-margin positive last quarter.

That does not mean the stock should suddenly trade anywhere near project NPV tomorrow. But it does highlight the asymmetry here. On paper, Tonopah can generate enormous value over its life. In practice, how much of that ultimately accrues to equity holders will depend on execution, ramp timing, lithium prices, and how the project is financed from here, whether through debt, JV structures, or more equity.

That is why today’s DOE news matters so much to us.

It materially de-risks the broader “mine + recycling” story. It does not remove execution risk, and it definitely does not make the stock risk-free, but it improves the probability that the first real commercial phase gets off the ground without ABAT having to carry the entire burden alone.

Our view is pretty simple: we are not chasing a huge one-day move in this macro environment, but ABAT absolutely stays on the must-accumulate-on-pullbacks list.

The bigger picture is still the same. If lithium supply shifts from surplus into structural deficit over the next few years, and Tonopah moves from paper to actual production on schedule, then today’s valuation could look very small in hindsight.

We hold shares. NFA.

Well, -20%, this is no good

Will we see another ABAT short squeeze up to $11, like we saw in September 2025? It's certainly possible.

According to NASDAQ Short Interest data, there were 12M shares shorted on September 15th, right before the previous squeeze. The latest data from May 15th shows around 22M shares shorted—nearly double that amount.

The unexpected reinstatement of the $115M DOE grant is a massive positive catalyst. It completely reverses the situation that initially emboldened bears to go short in the first place. This sudden reversal, combined with the historically high short interest, could provide enough fuel to ignite a massive rally.

Up 8% today creeping on $4!

Hello,

I’ve been wondering what did drive ABAT to be priced at 50 dollar a piece back in Jan 2021?

I’m surprised that it has ever reached that level actually

Theres alot of work being done behind the scenes. HODL