Westwater Resources Inc Dossier
Outlook & Key Dates
Estimates, guidance, catalysts, and upcoming events
Analyst Estimates Learn more →
Analyst Coverage
3analysts covering
FY EPS (est.)
-$0.12next fiscal year
Reporting Calendar
| Event | Expected Date |
|---|---|
| Q3 2026 Earnings Release and Business Update | 13 Nov 2026 |
| Full Year 2026 Earnings Release and 10-K Filing | 19 Mar 2027 |
Monitoring Framework
Key Performance Indicators
Kellyton Graphite Plant Phase 1 Construction Progress Quarterly50.0Target: 100% (Completion of Phase 1)
Cumulative Capital Spent on Kellyton Phase 1 Quarterly129.6MTarget: $245,000,000 (Total Estimated Capital Cost)
Cash and Cash Equivalents Balance Quarterly41.5MTarget: Sufficient liquidity to fund remaining $117M Phase 1 capex gap
Commercial Offtake Commitments Quarterly0.0Target: Secure new binding offtake agreements for Phase 1 CSPG capacity
Watch Items
- Securing Remaining Project FinancingTrigger: Closing of a non-dilutive debt facility, government grant, or strategic investment to cover the ~$117M capital gap.Action: Re-evaluate the commercialization timeline; initial production is expected approximately 12 months post-financing.
- Coosa Graphite Deposit Permitting ProgressTrigger: Approval of the Section 404 permit by the U.S. Army Corps of Engineers and the NPDES permit by ADEM.Action: Update the mine-to-market integration schedule and feedstock transition plan from third-party supply (Syrah Resources) to domestic Coosa feedstock.
- Customer Qualification and Sample TestingTrigger: Successful qualification of CSPG samples produced from the Kellyton qualification line by tier-1 battery manufacturers.Action: Initiate negotiations for binding long-term supply agreements to replace the terminated SK On contract.
Research as of 19 Jun 2026