ABTC Q4 gross profit record $1.3M; DOE reinstates $57M grant; black mass export ban threatens revenue

AMERICAN BATTERY TECHNOLOGY Co

Q4 FY26 revenue $8.2M (+5.1% QoQ); gross profit $1.3M, record and up 86% QoQ; COGS $6.9M (-2.8%).
DOE reinstated $57M grant after appeal; funds $115M first processing train at Tonopah Flats Lithium Project.
Cash $50.3M (+31% QoQ); zero debt; $0.3M interest income for the quarter.
BIS directive effective Aug 27, 2026 bans black mass exports; ABTC submitted exception request; black mass is majority of revenue.
Substantially all black mass customers are foreign (OECD); loss of exports could materially harm operations and funding.

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