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Visual21 Nov 2025
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5E Advanced Materials (FEAM) investor relations material
5E Advanced Materials Q1 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q1 2026 earnings summary13 Nov, 2025
Executive summary
Fiscal 2026 is pivotal, with momentum toward becoming a leading U.S. borate producer, supported by boron's addition to the U.S. critical minerals list and critical infrastructure designation.
Federal recognition of boron as a critical mineral validates the strategy, opening access to significant government funding and strategic partnerships.
Achieved operational milestones with successful boric acid shipments for specialty glass and boron carbide trials, advancing toward commercial production.
Issued a Preliminary Feasibility Study for a 130,000 short ton/year boric acid plant, confirming a 39.5-year mine life and 5.3 million short tons of reserves.
Completed equity offerings and a major debt-for-equity exchange, improving liquidity but still facing substantial going concern risks.
Financial highlights
Pre-feasibility study confirmed strong project economics: 39.5-year mine life, 19.2% pre-tax IRR, and $725 million pre-tax MTV for phase one of Fort Cady.
Net loss for the quarter was $10.7 million, a 17% improvement year-over-year due to lower project, facility, and administrative costs.
Cash and cash equivalents increased to $5.5 million as of September 30, 2025, following a $7.4 million equity raise.
$285 million letter of interest from the US Export-Import Bank under the Make More in America initiative.
No revenue generated; operations remain pre-revenue and dependent on external financing.
Outlook and guidance
Focus for the remainder of fiscal 2026: secure non-dilutive U.S. capital support, advance commercial offtake contracts, and execute feed and pre-FID workstreams for construction readiness in 2026.
Targeting FEL-3 engineering and final investment decision for commercial-scale facility by mid-2026, with initial commercial production expected in the second half of 2028.
Plans to optimize wellfield design, progress customer qualification, and pursue government and private financing.
Substantial doubt remains about the ability to continue as a going concern without additional financing within 12 months.
Quantify expected federal funding impact
How do horizontal wells improve efficiency?
What is the target offtake percentage?
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Next 5E Advanced Materials earnings date
Q2 202611 Feb, 2026
Next 5E Advanced Materials earnings date
Q2 202611 Feb, 2026
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Frequently asked questions
5E Advanced Materials Inc. operates in the specialty chemicals sector within the basic materials industry. The company focuses on the exploration and development of mineral properties, particularly borates and lithium, in Australia and the United States. It is noted for its ownership of the Fort Cady project in Southern California, a significant boron and lithium resource. 5E Advanced Materials aims to leverage its resources for applications in sectors like electric transportation and clean energy, aligning with global decarbonization efforts. This strategic focus is supported by the company's vertically integrated model in the advanced materials market. The company is headquartered in Houston, Texas, and its shares are listed on the Nasdaq.
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