Atlas Lithium (ATLX)
Advancing a fully permitted Brazilian lithium project toward commercial production.
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Develops the wholly owned Neves hard-rock lithium project in Minas Gerais, Brazil, for future lithium oxide concentrate production. The business combines planned mining and processing, remains concentrated in Brazil, and has not begun commercial output.
Advances the wholly owned Neves Project, a hard-rock lithium development in Minas Gerais, Brazil, toward production of lithium oxide concentrate. The project combines mining and processing in a vertically integrated complex and is fully permitted, but commercial output has not yet begun.
Operations are concentrated in Brazil. A dense-media-separation plant has been received for the planned processing facility, while development remains dependent on the capital needed to build it.
From a Brazilian mineral-exploration base, the business shifted to lithium development. Permitting and local-community relationships shape the project's path to production.
Company facts
Target rangeAs of Sep 2, 2026
Latest analyst notes
| Date | Firm | Action | Rating | Prior target | Target |
|---|---|---|---|---|---|
| Jun 30, 2026 | H.C. Wainwright | Reiterate | Buy | $19 | $12.50 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $36.1M · Total debt $10.6M · Total assets $89.3M · Shareholders' equity $47.4M
- Revenue
- $0
- Operating income
- −$11.8M
- Net income
- −$10.2M
No dividends on record.
| Institutions48 holders · as of Jun 30, 2026 | 9.48% | 2.85M shares | |
| Insiders5 holders · as of Sep 2, 2026 | 18.94% | 5.70M shares | |
| Strategic holders1 holder · as of Apr 29, 2026 | 6.87% | 2.07M shares | |
| Otherremainder | 64.71% | 19.48M shares |
30.10M company shares as of Sep 3, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Evidence |
|---|---|---|---|
Marc FogassaInsiderdirector, 10 percent owner, officer: Chief Executive Officer | 16.49% | 4.96M | Form 4filed Jul 24, 2026 ↗ |
Mitsui & Co LtdStrategic10 percent owner | 6.87% | 2.07M | 13Dfiled Apr 29, 2026 ↗ |
Waratah Capital Advisors Ltd.Institution | 2.49% | 749,217 | 13Fas of Jun 30, 2026 |
Invesco Ltd.Institution | 2.24% | 673,922 | 13Fas of Jun 30, 2026 |
Cross Staff Investments IncInstitution | 1.86% | 558,718 | 13Fas of Jun 30, 2026 |
| See all 25 → | |||
13F — a manager's quarterly holdings · 13D/13G — an ownership statement filed at 5% or more · Form 4 — an insider's transaction report
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| May 1, 2026 | Roger Noriega | director | −12,725 | $5.52 |
| Apr 17, 2026 | Tiago Miranda | officer: CHIEF FINANCIAL OFFICER | −5,831 | $5.03 |
| Apr 16, 2026 | Tiago Miranda | officer: CHIEF FINANCIAL OFFICER | −4,400 | $5.00 |
| Apr 15, 2026 | Roger Noriega | director | −10,150 | $4.70 |
| Nov 28, 2025 | Roger Noriega | director | −15,000 | $5.03 |
- Sigma Lithium
Brazilian hard-rock lithium producer at Grota do Cirilo
- Life Time Group
Bandeira project construction readiness in Minas Gerais Lithium Valley
- Affiliated Managers Group
Mibra mine produces lithium concentrate in Minas Gerais
ComparePre-market
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Atlas Lithium | $3.32 | +2.79% | $95.0M | — | — | 864.1 | +195.5% |
| Sigma Lithium | $12.69 | −1.40% | $1.43B | — | 13.5 | 10.2 | +341.3% |
| Life Time Group | $43.72 | +0.55% | $9.72B | 23.9 | 25.2 | 3.1 | +13.7% |
| Affiliated Managers Group | $355.00 | −0.32% | $9.42B | 12.3 | 9.0 | 3.7 | +29.9% |
| Median | 18.1 | 13.5 | 3.7 | +29.9% |