European Lithium has significantly strengthened its financial position through a partial divestment and is strategically diversifying its commodity portfolio. The company’s recent moves include capitalizing on its stake in Critical Metals Corp. and entering into an agreement to acquire titanium producer Velta Holding.
Capital Injection and Strategic Holdings
A key financial development occurred on February 5, 2026, when European Lithium divested 2.5 million shares of its holding in Nasdaq-listed Critical Metals Corp. (CRML). This transaction generated approximately A$45 million in proceeds. Following this sale, the company’s cash reserves have risen to around A$356 million.
European Lithium retains a substantial strategic interest in CRML, holding 45.5 million shares. Based on CRML’s closing price from February 4, this remaining stake is valued at roughly US$689 million, equivalent to about A$985 million. The company’s Executive Chairman, Tony Sage, has clarified that no further sales of CRML shares are anticipated within the next four months.
This follows a previous transaction in January 2026, where five million CRML shares were sold for approximately A$124 million. The phased monetization of this U.S. investment is proceeding according to plan, allowing European Lithium to realize value while maintaining a significant influence over its strategic partner.
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Portfolio Diversification Through Acquisition
In a move to broaden its exposure to critical raw materials, European Lithium signed a binding agreement in late January 2026 to acquire Velta Holding. The U.S.-based company operates titanium mining and processing assets in Ukraine. The acquisition will be conducted entirely through an equity issuance, with Velta’s shareholders receiving roughly 173 million new shares in European Lithium.
Velta’s operations include control over the Burzulivsky mining and processing complex as well as the Likarivskoye deposit. The company estimates that it contributes about two percent of the global supply of titanium feedstock. Its customer base spans the aerospace, defense, and industrial manufacturing sectors. This acquisition marks European Lithium’s strategic expansion beyond lithium into other essential minerals.
Core Lithium Project Advances
The company’s flagship Austrian lithium project, Wolfsberg, which is operated through Critical Metals, remains on track. The project’s mining license was recently extended for a two-year period, now valid until 2027. A final investment decision for Wolfsberg is targeted by the end of 2026, contingent upon prevailing market conditions and the finalization of project financing.
European Lithium’s current strategy combines a fortified balance sheet, a retained strategic stake in a key lithium project, and new exposure to the titanium market. This positions the company as a more diversified player within the critical resources sector. However, the geographic exposure of the Velta assets in Ukraine may present an additional layer of operational risk for investors to consider.
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