AB
American Battery Technology Company
ABAT · Basic Materials
Company brief
AB
ABATBasic Materials$400M

American Battery Technology Company

Integrated U.S. battery materials company developing lithium-ion battery recycling, lithium resource development, and refining technologies centered in Nevada.

Moat score
47/100
13F status
Tracking pending
Main Metrics

Beginner valuation check

Price
$3.1
Next earnings
Data pending

Data pending from FMP or Finnhub.

1Y Performance
+154%

Recent stock performance has been volatile; cited market-data summaries show mixed short-term moves and very large 52-week swings.

Forward P/E
N/A

Unavailable from cited sources

P/E
N/A

Trailing P/E is negative because earnings are still negative.

EPS
$-0.48
Market Cap
$421.9M
This is a high-upside, high-risk execution stock rather than a stable mature miner or recycler.

Source: market data index. As of May 21, 2026. P/E can be unavailable or misleading when earnings are negative.

Scenario Framework

Bull / Neutral / Bear

Neutral Case

Recycling grows but stays uneven, margins improve slowly, and Tonopah remains a long-dated option requiring more capital.

Watch signal

Unavailable from cited sources.

What you own

American Battery Technology Company is exposure to basic materials operating model with medium switching costs and 103% net revenue retention.

Base thesis

ABAT has a real but still-developing edge from combining recycling operations with owned lithium resource development and in-house extraction know-how.

Main risk

Retention risk is elevated, so the durability of recurring demand matters more than the headline market size.

How to inspect it

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Investor Snapshot
47Moat Score
Net Revenue Retention103%
Retention RiskHigh
AI Disruption RiskLow
Switching CostsMedium
13F Ownership
Tracking pending

No SEC-backed 13F rows are matched for this ticker yet. We do not fabricate ownership rows.

Investment Thesis
  • ABAT has a real but still-developing edge from combining recycling operations with owned lithium resource development and in-house extraction know-how.
  • Its Nevada recycling position appears stronger for difficult waste streams because the facility has EPA/CERCLA handling approval and management cites limited Western U.S. peers.
  • Tonopah Flats adds optionality through owned mineral rights and an SEC-backed reserve study, but this moat is fragile until financing, permitting, and construction convert studies into durable production.
  • The moat can weaken quickly if larger recyclers outspend ABAT, if feedstock contracts stay non-exclusive, or if dilution-heavy funding remains necessary.