From loss to profit: Livium LIT.ASX clean energy recycling growth

Livium Limited (LIT.ASX) is a clean energy player focused on recycling lithium‑ion batteries, solar panels and rare earth elements through its market‑leading EnviroStream operation. In this interview, we unpack Livium’s growth strategy, recent partnerships, and a capital raise that underpins expansion into adjacent revenue streams. What we cover: - Who Livium is, and what EnviroStream does as Australia’s leading end‑of‑life lithium‑ion battery recycler - The big market opportunity: end‑to‑end recycling of clean energy waste and the growth outlook across batteries, magnets, and solar panels - Key milestones in FY25 including the move to profitability for EnviroStream, client wins (BYD, Hyundai, Volvo, Hythium, among others), and the Mineral Resources joint development around LENA extraction - Near‑adjacencies: rare earth magnets recovery and solar panel recycling, including University of Melbourne microwave tech with high yields and low energy use - The VSPC cathode active material project and a $30m Australian government grant - Partnerships that set the foundation for scale: Wong Quan S&T for solar panel delamination machinery, Iron Drive for DES extraction of silicon and silver, and the role of these partners in progressing black mass recovery - The four‑and‑a‑half million placement: use of proceeds to build a hub and two sites into a single, future‑proofed facility with planned spokes to WA and Queensland to lift efficiency and reduce logistics costs - What’s coming next: further announcements on Melbourne collaboration, more solar panel shipments, and progress on rare earth magnets and materials Timestamps (clickable): 00:01 - Introduction to Livium and EnviroStream 00:50 - Meet Livium’s CEO, Simon Ling 01:11 - What Livium does and its core business 02:24 - Scale of the clean energy waste opportunity and adjacencies 04:42 - Market outlook and size of the opportunity in batteries, magnets, and solar 05:12 - FY25 highlights: EnviroStream profitability and client wins 07:04 - JV with Mineral Resources and LENA extraction technology 07:15 - Rare earth magnets and solar panel partnerships 10:56 - Recap of partnerships and tech focus 11:05 - Capital raise: strategy and use of proceeds 11:23 - Hub build and expansion into WA/QLD (spokes) 13:04 - What investors should watch in the next 6–12 months 13:10 - Near‑term milestones and announcements 14:53 - Final thoughts and outlook 15:04 - Closing remarks 15:23 - End of video Why this matters: Livium sits at the crossroads of clean energy and critical minerals, with a portfolio of technologies and partnerships designed to monetise waste and recover valuable materials as demand for sustainable energy storage and electronics grows globally. The company’s ability to optimise end‑of‑life streams, coupled with government funding and technical collaborations, positions it for scalable growth over the coming years. If you found this analysis helpful, like the video and subscribe for ongoing ASX small‑cap coverage focused on clean energy, recycling and critical materials. Share your thoughts in the comments on Livium’s strategy, the viability of the Melbourne microwave technology, and the potential of rare earth element recoveries to reshape the supply chain. ⚠️ IMPORTANT DISCLAIMER: This content is for educational and entertainment purposes only and should not be considered financial advice. All investments carry risk, including the potential loss of principal. Past performance does not guarantee future results. Always conduct your own research and consider seeking advice from a qualified financial advisor before making investment decisions. The creator may hold positions in securities discussed. 📌 Articles: https://smallcaps.com.au/livium-global-rights-microwave-technology-rare-earth-elements-extraction https://smallcaps.com.au/noviqtech-livium-digital-battery-recycling-initiative-tokenised-esg https://smallcaps.com.au/livium-preferred-recycler-status-new-byd-australia-agreement https://smallcaps.com.au/livium-continues-success-sell-parker-battery-recycling-agreement https://smallcaps.com.au/weekly-wrap-nvidia-airtrunk-australian-market 🔎 More on this company: https://smallcaps.com.au/stocks/asx-lit/ ⸻ Small Caps is Australia’s #1 site for market news & information on ASX-listed small cap companies. 🌐 WEBSITE https://smallcaps.com.au/ 🎧 PODCAST https://smallcaps.com.au/podcast/ 📱 SOCIAL MEDIA Facebook: https://www.facebook.com/SmallCapsASX Twitter: https://twitter.com/SmallCapsASX LinkedIn: https://www.linkedin.com/company/small-caps/ 📬 NEWSLETTER https://smallcaps.com.au/subscribe/