NEO Battery Materials（1BC）株式概要NEO Battery Materials Ltd.は、カナダと韓国で、電気自動車、電子機器、エネルギー貯蔵システムに使用されるリチウムイオン電池用のシリコン負極材料の開発に注力している。 詳細1BC ファンダメンタル分析スノーフレーク・スコア評価0/6将来の成長0/6過去の実績0/6財務の健全性6/6配当金0/6リスク分析過去5年間で収益は年間25.1%減少しました。 収益が 100 万ドル未満 ( CA$0 )German市場と比較した過去 3 か月間の株価の変動過去1年間で株主の希薄化が進んだ +1 さらなるリスクすべてのリスクチェックを見る1BC Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair Value€Current Price€0.20該当なし内在価値ディスカウントEst. Revenue$PastFuture-5m12016201920222025202620282031Revenue CA$1.0Earnings CA$0.09AdvancedSet Fair ValueView all narrativesNEO Battery Materials Ltd. 競合他社SBFSymbol: DB:CY1KMarket cap: €33.5mFRIWOSymbol: XTRA:CEAMarket cap: €44.1mLION E-MobilitySymbol: XTRA:LMIAMarket cap: €24.8mHoenleSymbol: XTRA:HNLMarket cap: €55.0m価格と性能株価の高値、安値、推移の概要NEO Battery Materials過去の株価現在の株価CA$0.2052週高値CA$0.5252週安値CA$0.20ベータ3.31ヶ月の変化-24.13%3ヶ月変化-51.12%1年変化n/a3年間の変化n/a5年間の変化-14.57%IPOからの変化-98.04%最新ニュースお知らせ • Jun 04NEO Battery Materials Ltd Launches High-Power And Energy FPV Strike Drone BatteryNEO Battery Materials Ltd. had announced the official launch of its high-power and energy battery products specifically engineered for First-Person View (FPV) strike drones or loitering munitions (LMs), demonstrating a 82% increase in energy density and doubling in flight range compared to Chinese incumbents. NEO's new high-performance battery products address the significant supply deficit in the global defense battery market, offering one of the first non-Chinese pouch battery alternatives for FPV strike drones. The Company's Drone Battery Platform offers a secure supply for defense drone/robotics applications and ensures compliance with the U.S. Fiscal year 2026 National Defense Authorization Act, supporting eligibility for direct procurement into the Department of War and allied military organizations. Both 6.5 and 11.5 Ah products are precision-engineered to deliver improved stability and flight time under the high-intensity discharge conditions required for one-way strike drones. At identical size and dimensions, NEO's 6.5 Ah packs delivered an 82% increase in energy density compared to a commercial Chinese pack, enhancing from 129 to 235 watt-hours per kilogram (Wh/kg) or raising capacity from 3.3 to 6.5 Ah. In a simulated 250 km/h strike mission, the optimization translated into a 102.9% increase in flight range from 24.4 km to 49.5 km, given the same amperage (current delivery). The higher-capacity 11.5 Ah variant demonstrated a stronger power profile and lower temperature rise compared to a leading silicon battery product. Based on a 10C or 6-minute discharge test, NEO's cell retained 78.8% of capacity compared to 48% for its benchmark. NEO developed the product lines to meet growing demand in Ukraine and the United States, where the transition toward a non-Chinese drone supply chain has become a procurement priority. The Company is in discussions across Ukraine, the U.S., South Korea, and Japan regarding the integration of these cells into active defense systems. Serving a dual-use purpose, the FPV strike drone battery portfolio will be further distributed to drones for precision agriculture, security/inspection, and industrial logistics. To accommodate non-military use, both products are expected to retain a cycle life of approximately 1,000 (dis) charging cycles. NEO will actively support allied governments in building strategic drone inventories. Countries including Poland, Estonia, the Czech Republic, India, and Singapore are incorporating large-scale stockpiling of FPV strike drones for their national preparedness strategies. By providing a reliable alternative to Chinese-dependent components, NEO positions itself to directly support international efforts to secure drone manufacturing and ensure national security concerns are addressed through supply chain resilience. The FPV drone battery product lines are undergoing UN 38.3, KC, and other relevant certifications to validate transport and usage safety. These qualifications will enable export readiness and support seamless commercial integration across international defense and industrial markets. NEO is advancing a portfolio of next-generation battery technologies, including customized, premium cells with energy densities in the 300-150 Wh/kg range for high-performance, bespoke drone and aerospace platforms. These programs position NEO to expand beyond the mass-market FPV segment into higher-value defense and aerospace applications, supporting a multi-tier growth strategy and long-term margin expansion. For this product launch and short-term strategy, however, the Company is prioritizing the mass-market segment, where competitive price points relative to Chinese products are required to enable higher-volume deployment of FPV strike drones and loitering munitions.お知らせ • Feb 18NEO Battery Materials Ltd. Achieves Near-Double Flight Time in Live Drone Field Test, Advancing Commercial Readiness of Non-Chinese Battery PlatformNEO Battery Materials Ltd. announced the successful completion of a live surveillance drone field demonstration of its newly developed high-performance drone battery cells (the "NBM Drone Cell"), confirming the previously disclosed cell-level performance improvementstranslate directly into real-world operational gains. In a live flight test conducted using a Korean original equipment manufacturer (OEM) customer's commercial surveillance drone product, the NBM Drone Cell delivered a 98% increase in average flight time compared to the mass-produced Chinese drone battery benchmark. After multiple demonstrations, flight duration extended on average from 29.9 minutes to 59.2 minutes under equivalent operating parameters. The test was conducted at an altitude of approximately 70 feet under cold-weather conditions of -3 to -5 degrees Celsius (23 - 26 F). The prolonged flight time was driven by NBM Drone Cell's high-performance specifications of 755 Wh and 260 Wh/kg at the pack-level, representing energy capacity and densityenhancements of 55% and 29%, respectively, compared to the Chinese benchmark. In addition, NEO's high-quality manufacturing produced a more stable voltage profile, enabling low-voltage operations while ensuring safety against power loss and operational failure (crash). The Company will expedite structured customer and government evaluations for commercial integration and expand engagement with drone and UAS manufacturers in the U.S. and NATO countries. Drone and UAS applications represent a key catalyst segment within the global lithium-ion battery market, which was estimated at approximately USD 9.1 billion in 2025 and is projected to exceed USD 29 billion by 20321. As defense, industrial, and consumer UAV (unmanned aerial vehicle) usage scales, battery technology must evolve to meet rigorous performance requirements. Concurrently, advances in faster-charging architecture and complex BMS are broadening the drone/UAS market, enabling longer, safer operations and more efficient energy utilization. As a result, the synergy between drone platform advancement and battery innovation will be a major driver of sustained growth across both markets.お知らせ • Feb 11Neo Battery Materials Ltd. Appoints Chang-Jun Ko as Independent DirectorNEO Battery Materials Ltd. appointed 4-star General (Ret.) Chang-Jun Ko, former South Korean Army Chief of Staff, to its Board of Directors as an independent director, strengthening the Company's strategic integration with South Korea's defense sector and government stakeholders. General Ko is a highly respected senior military leader of the Republic of Korea (ROK) Army, having most recently served as Acting Chief of Staff of the ROK Army and as the 46th Commander of the Second Operational Command. Over a 36-year distinguished military career, he has held multiple senior command and leadership roles overseeing complex defense operations, force readiness, and large-scale military organizations across the Korean Peninsula. The appointment reflects NEO's focus on expanding its engagement within South Korea's defense and national security ecosystem as the Company advances high-performance battery technologies for drones, unmanned systems (UAS), and defense-related technology applications. General Ko brings deep expertise in field-use requirements and procurement protocols within the ROK Army and the Ministry of National Defense, including active relationships across defense, government, and relevant public-sector organizations. As a board member, General Ko will provide strategic and operational guidance on defense sector engagement and effective pathways for navigating Korea's military procurement and acquisition process. His experience and insights are expected to support NEO's effort to align battery performance, quality, and costs with the standards required for military and government use.お知らせ • Jan 22NEO Battery Materials Ltd. announced that it has received CAD 7 million in fundingOn January 21, 2026, NEO Battery Materials Ltd. closed the transaction. The company announced that it has issued 11,666,667 units at a price of CAD 0.60 per unit for aggregate gross proceeds of up to CAD 7,000,000.20. Each unit consists of one common share and one non-transferable common share purchase warrant. Each whole warrant will be exercisable to acquire one common share at an exercise price of CAD 0.85 for a period of 36 months from the closing date of the offering. In connection with the Offering, the Company paid an aggregate cash commission of CAD 420,000 and 700,000 non-transferable stock options of the Company exercisable at an exercise price of CAD 0.60 for a period of 36 months from the closing date of the Offering. The Offering is not a Related Party Transaction as defined by Multilateral Instrument 61-101 – Protection of Minority Security Holders in Special Transactions (“MI 61-101”) and therefore is not subject to TSXV Policy 5.9. The Offering is subject to final acceptance of the TSXV.お知らせ • Jan 17NEO Battery Materials Ltd. announced that it expects to receive CAD 7 million in fundingNEO Battery Materials Ltd. announced a non-brokered private placement of up to 11,666,667 units at a price of CAD 0.60 per unit for aggregate gross proceeds of up to CAD 7,000,000.20 on January 16, 2026. Each unit consists of one common share and one non-transferable common share purchase warrant. Each whole warrant will be exercisable to acquire one common share at an exercise price of CAD 0.85 for a period of 36 months from the closing date of the offering. The company may compensate certain eligible finders under the offering and may pay a cash commission of up to 6% of the gross proceeds and issue such a number of finder's options of up to 6% of the total number of units issued. The offering is subject to final acceptance of the TSXV. The Units under the Offering are being offered to purchasers outside of Canada pursuant to an exemption from the prospectus requirement available under Section 2.3 of Ontario Securities Commission Rule 72-503 – Distributions Outside Canada ("OSC 72-503"), and accordingly, the securities issued pursuant to OSC 72-503 will not be subject to resale restrictions. On the same day the company announced that it has closed the order on its non-brokered private placement With institutional investor support, the Offering has been fully subscribed. The closing is expected to occur by or around the week of January 19, 2026, or a later date that may be determined by the Company or approving entities. The Offering is subject to certain closing conditions, including, but not limited to, the receipt of all necessary approvals, including the conditional acceptance by the TSX Venture Exchange ("TSXV").Board Change • Dec 30Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 10 experienced directors. 2 highly experienced directors. Lead Member of Scientific Advisory Board & Independent Director Dongmok Whang was the last director to join the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.最新情報をもっと見るRecent updatesお知らせ • Jun 04NEO Battery Materials Ltd Launches High-Power And Energy FPV Strike Drone BatteryNEO Battery Materials Ltd. had announced the official launch of its high-power and energy battery products specifically engineered for First-Person View (FPV) strike drones or loitering munitions (LMs), demonstrating a 82% increase in energy density and doubling in flight range compared to Chinese incumbents. NEO's new high-performance battery products address the significant supply deficit in the global defense battery market, offering one of the first non-Chinese pouch battery alternatives for FPV strike drones. The Company's Drone Battery Platform offers a secure supply for defense drone/robotics applications and ensures compliance with the U.S. Fiscal year 2026 National Defense Authorization Act, supporting eligibility for direct procurement into the Department of War and allied military organizations. Both 6.5 and 11.5 Ah products are precision-engineered to deliver improved stability and flight time under the high-intensity discharge conditions required for one-way strike drones. At identical size and dimensions, NEO's 6.5 Ah packs delivered an 82% increase in energy density compared to a commercial Chinese pack, enhancing from 129 to 235 watt-hours per kilogram (Wh/kg) or raising capacity from 3.3 to 6.5 Ah. In a simulated 250 km/h strike mission, the optimization translated into a 102.9% increase in flight range from 24.4 km to 49.5 km, given the same amperage (current delivery). The higher-capacity 11.5 Ah variant demonstrated a stronger power profile and lower temperature rise compared to a leading silicon battery product. Based on a 10C or 6-minute discharge test, NEO's cell retained 78.8% of capacity compared to 48% for its benchmark. NEO developed the product lines to meet growing demand in Ukraine and the United States, where the transition toward a non-Chinese drone supply chain has become a procurement priority. The Company is in discussions across Ukraine, the U.S., South Korea, and Japan regarding the integration of these cells into active defense systems. Serving a dual-use purpose, the FPV strike drone battery portfolio will be further distributed to drones for precision agriculture, security/inspection, and industrial logistics. To accommodate non-military use, both products are expected to retain a cycle life of approximately 1,000 (dis) charging cycles. NEO will actively support allied governments in building strategic drone inventories. Countries including Poland, Estonia, the Czech Republic, India, and Singapore are incorporating large-scale stockpiling of FPV strike drones for their national preparedness strategies. By providing a reliable alternative to Chinese-dependent components, NEO positions itself to directly support international efforts to secure drone manufacturing and ensure national security concerns are addressed through supply chain resilience. The FPV drone battery product lines are undergoing UN 38.3, KC, and other relevant certifications to validate transport and usage safety. These qualifications will enable export readiness and support seamless commercial integration across international defense and industrial markets. NEO is advancing a portfolio of next-generation battery technologies, including customized, premium cells with energy densities in the 300-150 Wh/kg range for high-performance, bespoke drone and aerospace platforms. These programs position NEO to expand beyond the mass-market FPV segment into higher-value defense and aerospace applications, supporting a multi-tier growth strategy and long-term margin expansion. For this product launch and short-term strategy, however, the Company is prioritizing the mass-market segment, where competitive price points relative to Chinese products are required to enable higher-volume deployment of FPV strike drones and loitering munitions.お知らせ • Feb 18NEO Battery Materials Ltd. Achieves Near-Double Flight Time in Live Drone Field Test, Advancing Commercial Readiness of Non-Chinese Battery PlatformNEO Battery Materials Ltd. announced the successful completion of a live surveillance drone field demonstration of its newly developed high-performance drone battery cells (the "NBM Drone Cell"), confirming the previously disclosed cell-level performance improvementstranslate directly into real-world operational gains. In a live flight test conducted using a Korean original equipment manufacturer (OEM) customer's commercial surveillance drone product, the NBM Drone Cell delivered a 98% increase in average flight time compared to the mass-produced Chinese drone battery benchmark. After multiple demonstrations, flight duration extended on average from 29.9 minutes to 59.2 minutes under equivalent operating parameters. The test was conducted at an altitude of approximately 70 feet under cold-weather conditions of -3 to -5 degrees Celsius (23 - 26 F). The prolonged flight time was driven by NBM Drone Cell's high-performance specifications of 755 Wh and 260 Wh/kg at the pack-level, representing energy capacity and densityenhancements of 55% and 29%, respectively, compared to the Chinese benchmark. In addition, NEO's high-quality manufacturing produced a more stable voltage profile, enabling low-voltage operations while ensuring safety against power loss and operational failure (crash). The Company will expedite structured customer and government evaluations for commercial integration and expand engagement with drone and UAS manufacturers in the U.S. and NATO countries. Drone and UAS applications represent a key catalyst segment within the global lithium-ion battery market, which was estimated at approximately USD 9.1 billion in 2025 and is projected to exceed USD 29 billion by 20321. As defense, industrial, and consumer UAV (unmanned aerial vehicle) usage scales, battery technology must evolve to meet rigorous performance requirements. Concurrently, advances in faster-charging architecture and complex BMS are broadening the drone/UAS market, enabling longer, safer operations and more efficient energy utilization. As a result, the synergy between drone platform advancement and battery innovation will be a major driver of sustained growth across both markets.お知らせ • Feb 11Neo Battery Materials Ltd. Appoints Chang-Jun Ko as Independent DirectorNEO Battery Materials Ltd. appointed 4-star General (Ret.) Chang-Jun Ko, former South Korean Army Chief of Staff, to its Board of Directors as an independent director, strengthening the Company's strategic integration with South Korea's defense sector and government stakeholders. General Ko is a highly respected senior military leader of the Republic of Korea (ROK) Army, having most recently served as Acting Chief of Staff of the ROK Army and as the 46th Commander of the Second Operational Command. Over a 36-year distinguished military career, he has held multiple senior command and leadership roles overseeing complex defense operations, force readiness, and large-scale military organizations across the Korean Peninsula. The appointment reflects NEO's focus on expanding its engagement within South Korea's defense and national security ecosystem as the Company advances high-performance battery technologies for drones, unmanned systems (UAS), and defense-related technology applications. General Ko brings deep expertise in field-use requirements and procurement protocols within the ROK Army and the Ministry of National Defense, including active relationships across defense, government, and relevant public-sector organizations. As a board member, General Ko will provide strategic and operational guidance on defense sector engagement and effective pathways for navigating Korea's military procurement and acquisition process. His experience and insights are expected to support NEO's effort to align battery performance, quality, and costs with the standards required for military and government use.お知らせ • Jan 22NEO Battery Materials Ltd. announced that it has received CAD 7 million in fundingOn January 21, 2026, NEO Battery Materials Ltd. closed the transaction. The company announced that it has issued 11,666,667 units at a price of CAD 0.60 per unit for aggregate gross proceeds of up to CAD 7,000,000.20. Each unit consists of one common share and one non-transferable common share purchase warrant. Each whole warrant will be exercisable to acquire one common share at an exercise price of CAD 0.85 for a period of 36 months from the closing date of the offering. In connection with the Offering, the Company paid an aggregate cash commission of CAD 420,000 and 700,000 non-transferable stock options of the Company exercisable at an exercise price of CAD 0.60 for a period of 36 months from the closing date of the Offering. The Offering is not a Related Party Transaction as defined by Multilateral Instrument 61-101 – Protection of Minority Security Holders in Special Transactions (“MI 61-101”) and therefore is not subject to TSXV Policy 5.9. The Offering is subject to final acceptance of the TSXV.お知らせ • Jan 17NEO Battery Materials Ltd. announced that it expects to receive CAD 7 million in fundingNEO Battery Materials Ltd. announced a non-brokered private placement of up to 11,666,667 units at a price of CAD 0.60 per unit for aggregate gross proceeds of up to CAD 7,000,000.20 on January 16, 2026. Each unit consists of one common share and one non-transferable common share purchase warrant. Each whole warrant will be exercisable to acquire one common share at an exercise price of CAD 0.85 for a period of 36 months from the closing date of the offering. The company may compensate certain eligible finders under the offering and may pay a cash commission of up to 6% of the gross proceeds and issue such a number of finder's options of up to 6% of the total number of units issued. The offering is subject to final acceptance of the TSXV. The Units under the Offering are being offered to purchasers outside of Canada pursuant to an exemption from the prospectus requirement available under Section 2.3 of Ontario Securities Commission Rule 72-503 – Distributions Outside Canada ("OSC 72-503"), and accordingly, the securities issued pursuant to OSC 72-503 will not be subject to resale restrictions. On the same day the company announced that it has closed the order on its non-brokered private placement With institutional investor support, the Offering has been fully subscribed. The closing is expected to occur by or around the week of January 19, 2026, or a later date that may be determined by the Company or approving entities. The Offering is subject to certain closing conditions, including, but not limited to, the receipt of all necessary approvals, including the conditional acceptance by the TSX Venture Exchange ("TSXV").Board Change • Dec 30Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 10 experienced directors. 2 highly experienced directors. Lead Member of Scientific Advisory Board & Independent Director Dongmok Whang was the last director to join the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.お知らせ • Oct 29NEO Battery Materials Ltd. announced that it has received CAD 5 million in fundingOn November 3, 2025, NEO Battery Materials Ltd. closed the transaction. The company announced that it has issued 9,803,921 units at a price of CAD 0.51 per Unit for aggregate gross proceeds of up CAD 4,999,999.71. Each whole Warrant will be exercisable to acquire one Common Share of the Company at an exercise price of CAD 0.80 CAD for a period of 36 months from the closing date of the Offering or until November 3, 2028. In connection with the Offering, the Company paid an aggregate cash commission of CAD 300,000 and 588,240 non-transferable stock options of the Company exercisable at an exercise price of $0.51 for a period of 36 months from the closing date of the Offering. .お知らせ • Oct 28NEO Battery Materials Ltd. announced that it expects to receive CAD 5 million in fundingNEO Battery Materials Ltd. announced a non-brokered private placement (the "Offering") of up to approximately 9,803,921 units (each, a "Unit") at a price of CAD 0.51 per Unit for aggregate gross proceeds of up CAD 4,999,999.71 on October 27, 2025. Each Unit consists of one common share and one non-transferable Common Share purchase warrant. Each whole Warrant will be exercisable to acquire one Common Share of the Company at an exercise price of CAD 0.80 for a period of 36 months from the closing date of the Offering. The Company may compensate certain eligible finders under the Offering and may pay a cash commission of up to 6% of the gross proceeds and issue such a number of finder's options of up to 6% of the total number of Units issued. The Units under the Offering are being offered to purchasers outside of Canada pursuant to an exemption from the prospectus requirement available. The Offering is subject to final acceptance of the TSXV.株主還元1BCDE ElectricalDE 市場7D-18.1%4.4%1.5%1Yn/a73.3%3.3%株主還元を見る業界別リターン: 1BCがGerman Electrical業界に対してどのようなパフォーマンスを示したかを判断するにはデータが不十分です。リターン対市場: 1BC German市場に対してどのようなパフォーマンスを示したかを判断するにはデータが不十分です。価格変動Is 1BC's price volatile compared to industry and market?1BC volatility1BC Average Weekly Movement12.3%Electrical Industry Average Movement7.7%Market Average Movement5.9%10% most volatile stocks in DE Market13.1%10% least volatile stocks in DE Market2.8%安定した株価: 1BCの株価は、 German市場と比較して過去 3 か月間で変動しています。時間の経過による変動: 1BCの weekly volatility ( 12% ) は過去 1 年間安定していますが、依然としてGermanの株式の 75% よりも高くなっています。会社概要設立従業員CEO（最高経営責任者ウェブサイト2006n/aSpencer Huhneobatterymaterials.comNEO Battery Materials Ltd.は、カナダと韓国で電気自動車、電子機器、エネルギー貯蔵システムに使用されるリチウムイオン電池用シリコン負極材の開発に注力している。同社は以前Pan Andean Minerals Ltd.として知られていたが、2021年3月にNEO Battery Materials Ltd.に社名を変更した。NEO Battery Materials Ltd.は2006年に設立され、カナダのトロントに本社を置いている。もっと見るNEO Battery Materials Ltd. 基礎のまとめNEO Battery Materials の収益と売上を時価総額と比較するとどうか。1BC 基礎統計学時価総額€31.87m収益（TTM）-€3.23m売上高(TTM)n/a0.0xP/Sレシオ-10.3xPER（株価収益率1BC は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計1BC 損益計算書（TTM）収益CA$0売上原価CA$0売上総利益CA$0その他の費用CA$5.24m収益-CA$5.24m直近の収益報告Nov 30, 2025次回決算日該当なし一株当たり利益（EPS）-0.034グロス・マージン0.00%純利益率0.00%有利子負債／自己資本比率0%1BC の長期的なパフォーマンスは？過去の実績と比較を見るView Valuation企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/06/17 00:09終値2026/06/17 00:00収益2025/11/30年間収益2025/02/28データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋NEO Battery Materials Ltd. 0 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。0
お知らせ • Jun 04NEO Battery Materials Ltd Launches High-Power And Energy FPV Strike Drone BatteryNEO Battery Materials Ltd. had announced the official launch of its high-power and energy battery products specifically engineered for First-Person View (FPV) strike drones or loitering munitions (LMs), demonstrating a 82% increase in energy density and doubling in flight range compared to Chinese incumbents. NEO's new high-performance battery products address the significant supply deficit in the global defense battery market, offering one of the first non-Chinese pouch battery alternatives for FPV strike drones. The Company's Drone Battery Platform offers a secure supply for defense drone/robotics applications and ensures compliance with the U.S. Fiscal year 2026 National Defense Authorization Act, supporting eligibility for direct procurement into the Department of War and allied military organizations. Both 6.5 and 11.5 Ah products are precision-engineered to deliver improved stability and flight time under the high-intensity discharge conditions required for one-way strike drones. At identical size and dimensions, NEO's 6.5 Ah packs delivered an 82% increase in energy density compared to a commercial Chinese pack, enhancing from 129 to 235 watt-hours per kilogram (Wh/kg) or raising capacity from 3.3 to 6.5 Ah. In a simulated 250 km/h strike mission, the optimization translated into a 102.9% increase in flight range from 24.4 km to 49.5 km, given the same amperage (current delivery). The higher-capacity 11.5 Ah variant demonstrated a stronger power profile and lower temperature rise compared to a leading silicon battery product. Based on a 10C or 6-minute discharge test, NEO's cell retained 78.8% of capacity compared to 48% for its benchmark. NEO developed the product lines to meet growing demand in Ukraine and the United States, where the transition toward a non-Chinese drone supply chain has become a procurement priority. The Company is in discussions across Ukraine, the U.S., South Korea, and Japan regarding the integration of these cells into active defense systems. Serving a dual-use purpose, the FPV strike drone battery portfolio will be further distributed to drones for precision agriculture, security/inspection, and industrial logistics. To accommodate non-military use, both products are expected to retain a cycle life of approximately 1,000 (dis) charging cycles. NEO will actively support allied governments in building strategic drone inventories. Countries including Poland, Estonia, the Czech Republic, India, and Singapore are incorporating large-scale stockpiling of FPV strike drones for their national preparedness strategies. By providing a reliable alternative to Chinese-dependent components, NEO positions itself to directly support international efforts to secure drone manufacturing and ensure national security concerns are addressed through supply chain resilience. The FPV drone battery product lines are undergoing UN 38.3, KC, and other relevant certifications to validate transport and usage safety. These qualifications will enable export readiness and support seamless commercial integration across international defense and industrial markets. NEO is advancing a portfolio of next-generation battery technologies, including customized, premium cells with energy densities in the 300-150 Wh/kg range for high-performance, bespoke drone and aerospace platforms. These programs position NEO to expand beyond the mass-market FPV segment into higher-value defense and aerospace applications, supporting a multi-tier growth strategy and long-term margin expansion. For this product launch and short-term strategy, however, the Company is prioritizing the mass-market segment, where competitive price points relative to Chinese products are required to enable higher-volume deployment of FPV strike drones and loitering munitions.
お知らせ • Feb 18NEO Battery Materials Ltd. Achieves Near-Double Flight Time in Live Drone Field Test, Advancing Commercial Readiness of Non-Chinese Battery PlatformNEO Battery Materials Ltd. announced the successful completion of a live surveillance drone field demonstration of its newly developed high-performance drone battery cells (the "NBM Drone Cell"), confirming the previously disclosed cell-level performance improvementstranslate directly into real-world operational gains. In a live flight test conducted using a Korean original equipment manufacturer (OEM) customer's commercial surveillance drone product, the NBM Drone Cell delivered a 98% increase in average flight time compared to the mass-produced Chinese drone battery benchmark. After multiple demonstrations, flight duration extended on average from 29.9 minutes to 59.2 minutes under equivalent operating parameters. The test was conducted at an altitude of approximately 70 feet under cold-weather conditions of -3 to -5 degrees Celsius (23 - 26 F). The prolonged flight time was driven by NBM Drone Cell's high-performance specifications of 755 Wh and 260 Wh/kg at the pack-level, representing energy capacity and densityenhancements of 55% and 29%, respectively, compared to the Chinese benchmark. In addition, NEO's high-quality manufacturing produced a more stable voltage profile, enabling low-voltage operations while ensuring safety against power loss and operational failure (crash). The Company will expedite structured customer and government evaluations for commercial integration and expand engagement with drone and UAS manufacturers in the U.S. and NATO countries. Drone and UAS applications represent a key catalyst segment within the global lithium-ion battery market, which was estimated at approximately USD 9.1 billion in 2025 and is projected to exceed USD 29 billion by 20321. As defense, industrial, and consumer UAV (unmanned aerial vehicle) usage scales, battery technology must evolve to meet rigorous performance requirements. Concurrently, advances in faster-charging architecture and complex BMS are broadening the drone/UAS market, enabling longer, safer operations and more efficient energy utilization. As a result, the synergy between drone platform advancement and battery innovation will be a major driver of sustained growth across both markets.
お知らせ • Feb 11Neo Battery Materials Ltd. Appoints Chang-Jun Ko as Independent DirectorNEO Battery Materials Ltd. appointed 4-star General (Ret.) Chang-Jun Ko, former South Korean Army Chief of Staff, to its Board of Directors as an independent director, strengthening the Company's strategic integration with South Korea's defense sector and government stakeholders. General Ko is a highly respected senior military leader of the Republic of Korea (ROK) Army, having most recently served as Acting Chief of Staff of the ROK Army and as the 46th Commander of the Second Operational Command. Over a 36-year distinguished military career, he has held multiple senior command and leadership roles overseeing complex defense operations, force readiness, and large-scale military organizations across the Korean Peninsula. The appointment reflects NEO's focus on expanding its engagement within South Korea's defense and national security ecosystem as the Company advances high-performance battery technologies for drones, unmanned systems (UAS), and defense-related technology applications. General Ko brings deep expertise in field-use requirements and procurement protocols within the ROK Army and the Ministry of National Defense, including active relationships across defense, government, and relevant public-sector organizations. As a board member, General Ko will provide strategic and operational guidance on defense sector engagement and effective pathways for navigating Korea's military procurement and acquisition process. His experience and insights are expected to support NEO's effort to align battery performance, quality, and costs with the standards required for military and government use.
お知らせ • Jan 22NEO Battery Materials Ltd. announced that it has received CAD 7 million in fundingOn January 21, 2026, NEO Battery Materials Ltd. closed the transaction. The company announced that it has issued 11,666,667 units at a price of CAD 0.60 per unit for aggregate gross proceeds of up to CAD 7,000,000.20. Each unit consists of one common share and one non-transferable common share purchase warrant. Each whole warrant will be exercisable to acquire one common share at an exercise price of CAD 0.85 for a period of 36 months from the closing date of the offering. In connection with the Offering, the Company paid an aggregate cash commission of CAD 420,000 and 700,000 non-transferable stock options of the Company exercisable at an exercise price of CAD 0.60 for a period of 36 months from the closing date of the Offering. The Offering is not a Related Party Transaction as defined by Multilateral Instrument 61-101 – Protection of Minority Security Holders in Special Transactions (“MI 61-101”) and therefore is not subject to TSXV Policy 5.9. The Offering is subject to final acceptance of the TSXV.
お知らせ • Jan 17NEO Battery Materials Ltd. announced that it expects to receive CAD 7 million in fundingNEO Battery Materials Ltd. announced a non-brokered private placement of up to 11,666,667 units at a price of CAD 0.60 per unit for aggregate gross proceeds of up to CAD 7,000,000.20 on January 16, 2026. Each unit consists of one common share and one non-transferable common share purchase warrant. Each whole warrant will be exercisable to acquire one common share at an exercise price of CAD 0.85 for a period of 36 months from the closing date of the offering. The company may compensate certain eligible finders under the offering and may pay a cash commission of up to 6% of the gross proceeds and issue such a number of finder's options of up to 6% of the total number of units issued. The offering is subject to final acceptance of the TSXV. The Units under the Offering are being offered to purchasers outside of Canada pursuant to an exemption from the prospectus requirement available under Section 2.3 of Ontario Securities Commission Rule 72-503 – Distributions Outside Canada ("OSC 72-503"), and accordingly, the securities issued pursuant to OSC 72-503 will not be subject to resale restrictions. On the same day the company announced that it has closed the order on its non-brokered private placement With institutional investor support, the Offering has been fully subscribed. The closing is expected to occur by or around the week of January 19, 2026, or a later date that may be determined by the Company or approving entities. The Offering is subject to certain closing conditions, including, but not limited to, the receipt of all necessary approvals, including the conditional acceptance by the TSX Venture Exchange ("TSXV").
Board Change • Dec 30Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 10 experienced directors. 2 highly experienced directors. Lead Member of Scientific Advisory Board & Independent Director Dongmok Whang was the last director to join the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.
お知らせ • Jun 04NEO Battery Materials Ltd Launches High-Power And Energy FPV Strike Drone BatteryNEO Battery Materials Ltd. had announced the official launch of its high-power and energy battery products specifically engineered for First-Person View (FPV) strike drones or loitering munitions (LMs), demonstrating a 82% increase in energy density and doubling in flight range compared to Chinese incumbents. NEO's new high-performance battery products address the significant supply deficit in the global defense battery market, offering one of the first non-Chinese pouch battery alternatives for FPV strike drones. The Company's Drone Battery Platform offers a secure supply for defense drone/robotics applications and ensures compliance with the U.S. Fiscal year 2026 National Defense Authorization Act, supporting eligibility for direct procurement into the Department of War and allied military organizations. Both 6.5 and 11.5 Ah products are precision-engineered to deliver improved stability and flight time under the high-intensity discharge conditions required for one-way strike drones. At identical size and dimensions, NEO's 6.5 Ah packs delivered an 82% increase in energy density compared to a commercial Chinese pack, enhancing from 129 to 235 watt-hours per kilogram (Wh/kg) or raising capacity from 3.3 to 6.5 Ah. In a simulated 250 km/h strike mission, the optimization translated into a 102.9% increase in flight range from 24.4 km to 49.5 km, given the same amperage (current delivery). The higher-capacity 11.5 Ah variant demonstrated a stronger power profile and lower temperature rise compared to a leading silicon battery product. Based on a 10C or 6-minute discharge test, NEO's cell retained 78.8% of capacity compared to 48% for its benchmark. NEO developed the product lines to meet growing demand in Ukraine and the United States, where the transition toward a non-Chinese drone supply chain has become a procurement priority. The Company is in discussions across Ukraine, the U.S., South Korea, and Japan regarding the integration of these cells into active defense systems. Serving a dual-use purpose, the FPV strike drone battery portfolio will be further distributed to drones for precision agriculture, security/inspection, and industrial logistics. To accommodate non-military use, both products are expected to retain a cycle life of approximately 1,000 (dis) charging cycles. NEO will actively support allied governments in building strategic drone inventories. Countries including Poland, Estonia, the Czech Republic, India, and Singapore are incorporating large-scale stockpiling of FPV strike drones for their national preparedness strategies. By providing a reliable alternative to Chinese-dependent components, NEO positions itself to directly support international efforts to secure drone manufacturing and ensure national security concerns are addressed through supply chain resilience. The FPV drone battery product lines are undergoing UN 38.3, KC, and other relevant certifications to validate transport and usage safety. These qualifications will enable export readiness and support seamless commercial integration across international defense and industrial markets. NEO is advancing a portfolio of next-generation battery technologies, including customized, premium cells with energy densities in the 300-150 Wh/kg range for high-performance, bespoke drone and aerospace platforms. These programs position NEO to expand beyond the mass-market FPV segment into higher-value defense and aerospace applications, supporting a multi-tier growth strategy and long-term margin expansion. For this product launch and short-term strategy, however, the Company is prioritizing the mass-market segment, where competitive price points relative to Chinese products are required to enable higher-volume deployment of FPV strike drones and loitering munitions.
お知らせ • Feb 18NEO Battery Materials Ltd. Achieves Near-Double Flight Time in Live Drone Field Test, Advancing Commercial Readiness of Non-Chinese Battery PlatformNEO Battery Materials Ltd. announced the successful completion of a live surveillance drone field demonstration of its newly developed high-performance drone battery cells (the "NBM Drone Cell"), confirming the previously disclosed cell-level performance improvementstranslate directly into real-world operational gains. In a live flight test conducted using a Korean original equipment manufacturer (OEM) customer's commercial surveillance drone product, the NBM Drone Cell delivered a 98% increase in average flight time compared to the mass-produced Chinese drone battery benchmark. After multiple demonstrations, flight duration extended on average from 29.9 minutes to 59.2 minutes under equivalent operating parameters. The test was conducted at an altitude of approximately 70 feet under cold-weather conditions of -3 to -5 degrees Celsius (23 - 26 F). The prolonged flight time was driven by NBM Drone Cell's high-performance specifications of 755 Wh and 260 Wh/kg at the pack-level, representing energy capacity and densityenhancements of 55% and 29%, respectively, compared to the Chinese benchmark. In addition, NEO's high-quality manufacturing produced a more stable voltage profile, enabling low-voltage operations while ensuring safety against power loss and operational failure (crash). The Company will expedite structured customer and government evaluations for commercial integration and expand engagement with drone and UAS manufacturers in the U.S. and NATO countries. Drone and UAS applications represent a key catalyst segment within the global lithium-ion battery market, which was estimated at approximately USD 9.1 billion in 2025 and is projected to exceed USD 29 billion by 20321. As defense, industrial, and consumer UAV (unmanned aerial vehicle) usage scales, battery technology must evolve to meet rigorous performance requirements. Concurrently, advances in faster-charging architecture and complex BMS are broadening the drone/UAS market, enabling longer, safer operations and more efficient energy utilization. As a result, the synergy between drone platform advancement and battery innovation will be a major driver of sustained growth across both markets.
お知らせ • Feb 11Neo Battery Materials Ltd. Appoints Chang-Jun Ko as Independent DirectorNEO Battery Materials Ltd. appointed 4-star General (Ret.) Chang-Jun Ko, former South Korean Army Chief of Staff, to its Board of Directors as an independent director, strengthening the Company's strategic integration with South Korea's defense sector and government stakeholders. General Ko is a highly respected senior military leader of the Republic of Korea (ROK) Army, having most recently served as Acting Chief of Staff of the ROK Army and as the 46th Commander of the Second Operational Command. Over a 36-year distinguished military career, he has held multiple senior command and leadership roles overseeing complex defense operations, force readiness, and large-scale military organizations across the Korean Peninsula. The appointment reflects NEO's focus on expanding its engagement within South Korea's defense and national security ecosystem as the Company advances high-performance battery technologies for drones, unmanned systems (UAS), and defense-related technology applications. General Ko brings deep expertise in field-use requirements and procurement protocols within the ROK Army and the Ministry of National Defense, including active relationships across defense, government, and relevant public-sector organizations. As a board member, General Ko will provide strategic and operational guidance on defense sector engagement and effective pathways for navigating Korea's military procurement and acquisition process. His experience and insights are expected to support NEO's effort to align battery performance, quality, and costs with the standards required for military and government use.
お知らせ • Jan 22NEO Battery Materials Ltd. announced that it has received CAD 7 million in fundingOn January 21, 2026, NEO Battery Materials Ltd. closed the transaction. The company announced that it has issued 11,666,667 units at a price of CAD 0.60 per unit for aggregate gross proceeds of up to CAD 7,000,000.20. Each unit consists of one common share and one non-transferable common share purchase warrant. Each whole warrant will be exercisable to acquire one common share at an exercise price of CAD 0.85 for a period of 36 months from the closing date of the offering. In connection with the Offering, the Company paid an aggregate cash commission of CAD 420,000 and 700,000 non-transferable stock options of the Company exercisable at an exercise price of CAD 0.60 for a period of 36 months from the closing date of the Offering. The Offering is not a Related Party Transaction as defined by Multilateral Instrument 61-101 – Protection of Minority Security Holders in Special Transactions (“MI 61-101”) and therefore is not subject to TSXV Policy 5.9. The Offering is subject to final acceptance of the TSXV.
お知らせ • Jan 17NEO Battery Materials Ltd. announced that it expects to receive CAD 7 million in fundingNEO Battery Materials Ltd. announced a non-brokered private placement of up to 11,666,667 units at a price of CAD 0.60 per unit for aggregate gross proceeds of up to CAD 7,000,000.20 on January 16, 2026. Each unit consists of one common share and one non-transferable common share purchase warrant. Each whole warrant will be exercisable to acquire one common share at an exercise price of CAD 0.85 for a period of 36 months from the closing date of the offering. The company may compensate certain eligible finders under the offering and may pay a cash commission of up to 6% of the gross proceeds and issue such a number of finder's options of up to 6% of the total number of units issued. The offering is subject to final acceptance of the TSXV. The Units under the Offering are being offered to purchasers outside of Canada pursuant to an exemption from the prospectus requirement available under Section 2.3 of Ontario Securities Commission Rule 72-503 – Distributions Outside Canada ("OSC 72-503"), and accordingly, the securities issued pursuant to OSC 72-503 will not be subject to resale restrictions. On the same day the company announced that it has closed the order on its non-brokered private placement With institutional investor support, the Offering has been fully subscribed. The closing is expected to occur by or around the week of January 19, 2026, or a later date that may be determined by the Company or approving entities. The Offering is subject to certain closing conditions, including, but not limited to, the receipt of all necessary approvals, including the conditional acceptance by the TSX Venture Exchange ("TSXV").
Board Change • Dec 30Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 10 experienced directors. 2 highly experienced directors. Lead Member of Scientific Advisory Board & Independent Director Dongmok Whang was the last director to join the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.
お知らせ • Oct 29NEO Battery Materials Ltd. announced that it has received CAD 5 million in fundingOn November 3, 2025, NEO Battery Materials Ltd. closed the transaction. The company announced that it has issued 9,803,921 units at a price of CAD 0.51 per Unit for aggregate gross proceeds of up CAD 4,999,999.71. Each whole Warrant will be exercisable to acquire one Common Share of the Company at an exercise price of CAD 0.80 CAD for a period of 36 months from the closing date of the Offering or until November 3, 2028. In connection with the Offering, the Company paid an aggregate cash commission of CAD 300,000 and 588,240 non-transferable stock options of the Company exercisable at an exercise price of $0.51 for a period of 36 months from the closing date of the Offering. .
お知らせ • Oct 28NEO Battery Materials Ltd. announced that it expects to receive CAD 5 million in fundingNEO Battery Materials Ltd. announced a non-brokered private placement (the "Offering") of up to approximately 9,803,921 units (each, a "Unit") at a price of CAD 0.51 per Unit for aggregate gross proceeds of up CAD 4,999,999.71 on October 27, 2025. Each Unit consists of one common share and one non-transferable Common Share purchase warrant. Each whole Warrant will be exercisable to acquire one Common Share of the Company at an exercise price of CAD 0.80 for a period of 36 months from the closing date of the Offering. The Company may compensate certain eligible finders under the Offering and may pay a cash commission of up to 6% of the gross proceeds and issue such a number of finder's options of up to 6% of the total number of Units issued. The Units under the Offering are being offered to purchasers outside of Canada pursuant to an exemption from the prospectus requirement available. The Offering is subject to final acceptance of the TSXV.
