The insider buy aligns with a recent supply agreement amendment, indicating potential confidence in near-term operational developments. Monitor for further insider activity or announcements regarding the supply agreement replacement.
Price Chart
Executive Summary
A 10% owner, L1 Capital Pty Ltd, purchased $573K of AVR common stock on the open market at $7.72/share on September 30, 2026. This conviction buy follows a material supply agreement amendment filed on September 23, 2026, suggesting the insider may have been informed of the deal's progress.
Key Financial Metrics
Key Facts
- L1 Capital Pty Ltd, a 10% owner, purchased 74,300 shares at $7.72 for total consideration of $573,000.
- The purchase was an open-market transaction (code P) on September 30, 2026.
- A material supply agreement amendment was filed on September 23, 2026, extending the term of a key supply agreement with Harvey Industries Group Pty Ltd.
- The purchase represents approximately 0.18% of market cap (based on $326M market cap).
Financial Impact
$573K open-market purchase by a 10% owner, representing ~0.18% of market cap.
Risk Factors
- The purchase is by a 10% owner, not C-suite, which carries slightly less signaling weight than an officer buy.
Investment Themes
Documents Analyzed
This report is based on 1 SEC document filed with EDGAR.
| Document | Accession Number |
|---|---|
| INSIDER-BUY Data (Synthetic) | 0001817646-26-000028 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 6, 2026 20d ago | Insider Buy | $7.05 | awaiting T+20 | — | $5.78 (−18.01%) |
Oct 1, 2026 25d ago | Insider Buy | $7.71 | awaiting T+20 | — | $5.78 (−25.03%) |
Sep 23, 2026 4w ago | 8-K | $7.62 $6.01 | ▼ −21.13% | ▼ −21.82% | $5.78 (−24.15%) |
Sep 17, 2026 5w ago | 8-K | $8.16 $6.05 | ▼ −25.86% | ▼ −26.06% | $5.78 (−29.17%) |
Sep 16, 2026 5w ago | 3 | $8.37 $6.26 | ▼ −25.21% | ▼ −27.27% | $5.78 (−30.94%) |
Sep 8, 2026 6w ago | 8-K | $8.62 $7.05 | ▼ −18.21% | ▼ −20.18% | $5.78 (−32.95%) |
Aug 14, 2026 10w ago | Institutional Cluster | $9.42 $8.72 | ▼ −7.43% | ▼ −5.91% | $5.78 (−38.64%) |
Aug 11, 2026 10w ago | Press Release | $8.87 $8.30 | ▲ +6.43% | ▲ +4.53% | $5.78 (+34.84%) |
Jul 31, 2026 12w ago | 8-K | $7.84 $8.74 | ▲ +11.48% | ▲ +8.49% | $5.78 (−26.28%) |
Jul 28, 2026 12w ago | Insider Buy | $8.17 $8.89 | ▲ +8.81% | ▲ +5.43% | $5.78 (−29.25%) |
US Market Status
Subscribe to SecBot
Get Real-Time SEC Filing Intelligence
Comprehensive SEC filing analysis delivered the moment filings hit EDGAR. Sentiment scoring, impact analysis, and actionable insights for every material event.
Create a free account Live analysis, Telegram alerts, watchlists and the MCP server for subscribers