secwatch.observer — SEC 8-K summary
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Issuer:     AMERICAN BATTERY TECHNOLOGY Co (ABAT)
CIK:        0001576873
Form:       8-K
Filed at:   2026-08-20T21:00:28+00:00
Accession:  0001493152-26-039500
Event type: earnings
Sentiment:  negative
Materiality: 0.90
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

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

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1576873/000149315226039500/0001493152-26-039500-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1576873/000149315226039500/form8-k.htm
  HTML page:      https://secwatch.observer/filing/0001493152-26-039500

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