AMG Critical Materials N.V.

AMG Critical Materials N.V. reported second quarter 2026 adjusted EBITDA of $92 million, a 30% increase from $71 million a year earlier, and raised its full-year adjusted EBITDA guidance to between $230 and $250 million. The improved outlook reflects stronger lithium market dynamics and favorable phasing effects, including the shift of 12,000 tons of lithium concentrate shipments from the first quarter. AMG also closed the acquisition of Zinnwald Lithium Plc on July 27, 2026, for approximately $56 million, and completed the sale of Graphit Kropfmühl to Asbury Advanced Materials for $64 million. The company ended the quarter with $508 million in total liquidity and over $400 million in cash on hand as of July 28, 2026, after a 10% share sale, debt refinancing, and strong operating cash flow.

Man Group PLC disclosed a 3.21% total interest in AMG Advanced Metallurgical Group N.V. as of 23 July 2026, following dealings in the company's EUR 0.02 ordinary shares. The disclosure shows Man Group held 1,122,725 shares directly, representing 3.13% of the class, and had a cash-settled derivative position over 29,925 shares, equivalent to 0.08%. On the disclosure date, Man Group purchased 2,350 shares at 26.7800 EUR per share and 1,740 shares at 26.9397 EUR per share, while also increasing a long position via a swap on 220 shares at 26.9397 EUR per share. The disclosure was made on 24 July 2026 under Rule 8.3 of the Takeover Code.

Man Group PLC has disclosed a 2.89% total interest in AMG Advanced Metallurgical Group N.V., representing 1,037,483 ordinary shares, as of 15 July 2026. The position includes 993,055 shares owned directly and 44,428 shares held via cash-settled derivatives. On the same date, Man Group purchased 39,542 shares at prices between 32.0807 and 32.1800 euros and sold 1,440 shares at 32.1800 euros, while also increasing its long position through swap transactions on 4,168 shares at prices ranging from 31.5499 to 32.1833 euros.