NOVONIX (ADR) (NVX)
Produces synthetic graphite anode material for North American battery supply chains.
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Develops synthetic graphite anode material for lithium-ion batteries at its Riverside facility in Chattanooga. The business is focused on commercial production and customer qualification for the North American supply chain.
Develops and commercializes synthetic graphite anode material for lithium-ion batteries at the Riverside facility in Chattanooga, Tennessee. Its stated end markets are electric vehicles, energy storage, and national defense, with public communications focused on domestic North American production. Riverside is its first mass-production site.
Following the divestiture of its legacy battery-testing business, operations are moving from development and customer qualification toward commercial production. The business depends on equipment installation and commissioning, customer qualification, selected needle-coke and Harper supply relationships, and additional funding. Panasonic and PowerCo agreements remain cited after the Stellantis agreement ended.
Company facts
No analyst consensus on record.
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $63.7M · Total debt $95.8M · Total assets $265.0M · Shareholders' equity $152.8M
- Revenue
- $0
- Operating income
- −$23.0M
- Net income
- −$24.9M
No dividends on record.
| Institutions | 1.62% | 340.7K ADS | |
|---|---|---|---|
| 26 holders · as of Jun 30, 2026 | |||
| Insiders | 0.84% | 176.3K ADS | |
| 6 holders · as of Jul 23, 2026 | |||
| Other | 97.54% | 20.50M ADS | |
| remainder | |||
21.02M ADS (1 ADS = 4 ordinary shares) as of Aug 27, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
The share count is from the company's Dec 2024 annual report; nothing newer is on file here.
The reported float (12.30M, 82.9% free) does not reconcile with the share count, so it is not shown.
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
UBS Group AGInstitution | 0.59% | 1.24M ADS | as of Jun 30, 2026 |
Forest Avenue Capital Management LPInstitution | 0.57% | 1.19M ADS | as of Jun 30, 2026 |
Robert J. NatterInsiderdirector | 0.34% | 289,499 ordinary | filed May 6, 2026 |
Tony BellasInsiderdirector | 0.32% | 272,414 ordinary | filed Mar 16, 2026 |
Marshall Wace, LLPInstitution | 0.09% | 197,498 ADS | as of Jun 30, 2026 |
Insider tradesForm 4
No open-market trades in the last 12 months.
Not reported.