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Edge16 Oct 2026
Winner, Winner: The Chicken McNugget Story
How a 1940s breeding contest, a Cornell food scientist, and a hedge by Ray Dalio helped McDonald's turn the Chicken McNugget into a fast-food icon.
Quantum Graphite
Quantum Graphite (QGL) investor relations material
Quantum Graphite Q1 2027 TU earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q1 2027 TU earnings summary29 Oct, 2026
Executive summary
Uley 2 FEED advanced: concentrator design reached 80% completion and the capital and operating cost review reached 75%; plant layout and site location were finalised.
Revised Uley 2 funding structure was finalised following the Ore Supply Agreement and downstream integration; the project data room was substantially completed.
Financial highlights
Q1 operating cash outflow was A$1.221m, investing cash outflow A$51k and financing inflow A$1.111m; quarter-end cash was A$50k.
Phase 1 study metrics: A$990.4m total undiscounted cash flow, A$152.7m capex, 100,000 dmt annual production and US$1,225/dmt ex-works product price.
Outlook and guidance
FEED completion is intended to deliver detailed design and cost and schedule estimates, enabling transition to project execution and negotiations for engineering, construction and procurement bids.
Financiers’ renewed access to the substantially completed project data room was expected within 10 days of quarter end.
Refinery site preparation is scheduled to include LIDAR mapping, followed by land surveys and hydrology and geotechnical work.
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Latest events from Quantum Graphite
- Revenue dropped 84% and net loss narrowed as Uley 2 Project advanced amid funding risks.QGL
H2 2026 - Secured 20-year supply deal, advanced project financing, and received key refinery approvals.QGLQ4 2026 TU
- Net loss improved to $4.37 million; US EXIM Bank LOI supports Uley 2 graphite supply chain.QGLH2 2024
- Half-year loss narrowed as graphite supply chain integration progressed and funding strengthened.QGLH1 2026
- All resolutions passed as supply chain integration advanced amid market and China-related risks.QGLAGM 2025
- Net loss increased to $4.91M as investment in Uley 2 and funding initiatives accelerated.QGLH2 2025
- EPG Hub planning, Uley 2 financing, and exploration progress drive graphite growth outlook.QGLQ4 2025 TU
- Major US graphite supply chain initiatives and all AGM resolutions received strong shareholder support.QGLAGM 2024
- A 50+ year, end-to-end graphite supply chain will deliver 100,000 tpa to the U.S., reducing China reliance.QGLInvestor Presentation
Next Quantum Graphite earnings date
AGM 202626 Nov, 2026
Quantum Graphite
Next Quantum Graphite earnings date
AGM 202626 Nov, 2026
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Frequently asked questions
Quantum Graphite Limited is an Australian resource company focused on the exploration, mining, and production of natural flake graphite. The company’s primary asset is the Uley Graphite Project located in South Australia, one of the largest graphite deposits in the country. Quantum Graphite aims to supply high-quality graphite for applications in energy storage, industrial manufacturing, and advanced technologies, including batteries and renewable energy systems. The company emphasizes sustainable mining practices to meet the growing demand for critical minerals. The company is headquartered in Melbourne, Victoria, and its shares are listed on the ASX.