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Quantum Graphite (QGL) investor relations material
Quantum Graphite AGM 2025 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.AGM 2025 summary28 Nov, 2025
Opening remarks and agenda
Meeting opened with introductions of board members, management, and auditors, confirming a quorum and outlining the agenda of six business items and ten resolutions to be decided by poll.
Notice of Meeting and Explanatory Statement were taken as read, with voting instructions and online participation explained.
Shareholders were invited to submit questions via an online platform, but no substantive questions were received.
Financial performance review
The year saw development of Project UTILE and a Western Hemisphere supply chain, integrating processing and refining facilities.
Financing efforts included a $300 million debt facility application to US EXIM Bank and engagement with additional government agencies.
Uley 2 Project's updated DFS doubled plant capacity, with a 12-year mine life and binding offtake agreements for 50% of production.
Market review highlighted weak EV demand, oversupply from China, and a 40%-50% price drop from 2021-2022 peaks, with global demand growth for graphite expected at 5%-7%.
Board and executive committee updates
No changes to the board or key management during the year; new technical partner Swerim AB added for high-temperature research.
Board comprises experienced professionals in minerals, finance, and capital markets, with key technical partners supporting project development.
How does the Graphite Hub's design impact regional supply?
What is the expected resource impact of the new model?
How do grid connectivity issues affect TES commercialization?
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Next Quantum Graphite earnings date
H1 202611 Mar, 2026
Next Quantum Graphite earnings date
H1 202611 Mar, 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.
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