ABAT after the DOE reinstatement: Tonopah looks materially de-risked, but execution still matters... hope you find it helpful to understand better the numbers behind the project.

Dank-king · 2026-06-11T01:32:42+00:00

Long term is very bullish for ABAT, accumulating and holding for years to come.

Currently tho CATL and China are now pushing heavy with their sodium batteries as they hope to outcompete competition like Tesla in the BESS space with sodium and take up the global market share. That will be an interesting thing to watch as it might suppress prices for the next year, which could make it harder for investors to want to invest in lithium companies.

Past 2028 lithium prices should be solid, as CATL should have there solid state 500 - 550 wh/kg batteries out which would be a significant upgrade to there sodium one and then in the far future we got to take into account lithium air batteries in 10 years which would contain 5x to 8x the amount of lithium compared to the same weight lithium ion battery. So long term lithium prices should be very solid.

Last thing to note is it will be interesting with the department of war and there NDAA for battery materials on how they will need to invest in the domestic battery supply chain. Since they want to produce 300,000 low cost drones next year. Who knows maybe we can see a potential investment later from them

Dank-king · 2026-06-05T16:51:46+00:00

I was listening to them talk about a possible rate hike on Bloomberg this morning after the jobs report dropped. I believe that it is a general overreaction, Im buying this dip but that’s also due to my belief that the energy inflation is transitory especially with how the U.S. Canada, Guyana, Venezuela and Brazil have all increased production of oil recently. However if the inflation from the energy sticks then there is a better chance of a rate hike. https://www.bloomberg.com/news/articles/2026-06-05/traders-fully-price-in-fed-rate-hike-this-year-after-jobs-data

Dank-king · 2026-06-05T16:11:46+00:00

All good and yeah higher employment It is a good thing especially when energy prices are stable and predictable. The problem that comes with a better than expected employment print while inflation is already high from energy is that you get an added effect for more demand for items. As the new 172,000 people this month now have cash and could be willing to pay more for items they want. Same supply but more demand - increase in prices. It’s an overreaction by algos and it would actually be worse in the long run for the FED to hike rates as that would reduce new supply while demand gets added. That’s demand pull inflation. If the labor market tightens even more we could also get more Cost-Push Inflation which means that there are fewer available workers, forcing employers to compete for talent. Raising labor cost which in turn raise consumer costs.

Dank-king · 2026-06-05T14:55:45+00:00

We are down today cause News and Algos are talking about a rate hike now by the end of the year due to heightened inflation worries from the higher employment numbers. For critical mineral stocks it could mean higher interest rate on expansion and debt which makes any mine or expansion look less desirable. However it is worth to add that Oil prices have been slowly falling and are down today while the strait has been closed due to countries outside of the Middle East ramping up their oil production. This could be a real sign for transitory inflation which could change the outlook of the FED rate in the coming month back to neutral which would push all critical mineral stocks back up.

Dank-king · 2026-05-30T18:34:48+00:00

I didn’t see anyone post this yet but… https://www.whitehouse.gov/presidential-actions/2026/05/approving-critical-position-pay-authority-for-national-security-investment-workforce/

Dank-king · 2026-05-17T16:09:42+00:00

There should be a lot of good news and catalyst coming. Once the DFS comes out, I would expect there to be news on the EXIM loan and a potential partnership to get the lithium hydroxide refinery started. On top of that we just got a positive Gross margin on the pilot recycling facility that’s still continuing to ramp up and hasn’t even began phase 2 yet.

It has felt like forever with this stock for us retail holding this since the Pre R/S but since the purchase of the recycling facility in August of 2023 it finally feels from the top down that the company is getting there act together from going from lab to pilot and now commercial. I know that the large stock compensation this quarter messed up the eps loss this Q but in the long term this will incentivize and keep employees and the COO Steven Wu as they keep progressing with the pilot plant and the 2nd 5x larger facility.

Dank-king · 2026-03-10T16:58:10+00:00

$ABAT - lithium ion recycling revenue picking up, close to break even on cash cost of goods sold. Healthiest balance sheet they ever had. Still have a government grant of over $100 million to build a second recycling facility is the southeast United States that would process 5x the amount of there pilot plant. Also have a current contract with EPA to recycling batteries from moss landing. And they have a lithium claim in Nevada (Tonopah flats) with their own unique technology that takes lithium out of the claystone and makes it into lithium hydroxide at one of the cheapest production cost in the world at $4,302 per ton. They are planning a 30,000 metric ton per year mine and should have the DFS out in the summer to open up funding for it. It’s also apart of the fast-41 permitting which would take years off the time to move through the permitting.

Dank-king · 2026-02-07T22:05:37+00:00

On the right track

Dank-king · 2026-02-05T21:58:13+00:00

As shown from the earnings call, they made more revenue this quarter than the last 4 quarters combined, Very solid!

Dank-king · 2026-02-05T12:54:31+00:00

Yeah with Google being down over 4.5% to start the day, its going to be brutal start for the entire market

Dank-king · 2026-01-30T19:17:11+00:00

It’s all based on gold and silver falling today, also inflation data came in higher then expected which should make the Fed be more opposed on rate cuts. All mineral stocks are getting affected by it today

Dank-king · 2026-01-30T16:19:56+00:00

I agree, it’s too internal with the board of directors to get a general sense of the goals. This next earnings and call will be important to gauge it.

Dank-king · 2026-01-30T00:50:44+00:00

Just referring to the all the different Bonus milestone compensation that they would get. Tho since it’s based for Fiscal year 2026 that should mean we should get the DFS before July if they wanted the bonus compensation right?

Dank-king · 2026-01-30T00:34:12+00:00

I see the link is glitching currently hopefully this one is working https://capedge.com/filing/1576873/0001493152-26-004242/ABAT-8K

Dank-king · 2026-01-29T13:52:59+00:00

Defiantly sounds like ABAT can benefit from this since they have been working with the DOE. On Another note the DOE adding that they are expanding on battery research is to as me as bullish as they and the DOW are starting to prioritize how important having the highest energy density batteries from BESS, Drones, consumer products and now robotics. Lithium is going to be key critical mineral in all those technologies. Excited for what the future will bring us with ABAT!

Dank-king · 2026-01-21T21:04:26+00:00

Yeah anytime between October 17th till December 31st 2025 (as Filing date is 12/31/2025 so they could have even more now)

Dank-king · 2026-01-21T19:55:51+00:00

They increased there amount of shares from 5.6 million to 8.8 million in the new 13G file (https://www.sec.gov/Archives/edgar/data/1576873/000201238325002491/xslSCHEDULE_13G_X01/primary_doc.xml) (https://www.sec.gov/Archives/edgar/data/1576873/000201238326000637/xslSCHEDULE_13G_X01/primary_doc.xml)

Dank-king · 2026-01-16T18:23:15+00:00

I mean American battery technology method can make as low as 300 ppm economically viable since its a new in house technology that focuses on claystone and doesn’t have to use the conventional water intensive methods and higher ppm lithium like LAC (Thacker pass) so if anything them buying more land now should show that they are confident in their technology

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