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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 H2 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.H2 2026 earnings summary30 Sep, 2026
Executive summary
Revenue and other income fell 84% year-over-year to $297,541, while net loss after tax improved 8% to $(4,510,052).
No dividends were declared or paid for the current or prior period.
The company advanced the Uley 2 Project, finalizing an Ore Supply Agreement (OSA) with Sunlands Pure Group (SPG) and commencing front-end engineering and design (FEED).
Downstream processing and refining were consolidated within SPG, reducing capital requirements and creating a global supply chain.
Financial highlights
Total revenue and other income dropped 84% year-over-year to $297,541.
Net loss after tax improved to $(4,510,052) from $(4,913,809) year-over-year.
Net tangible asset per share decreased to 3.18 cents from 4.22 cents.
Cash and cash equivalents at year-end were $210,710, down from $1,583,575.
Borrowings increased to $10,496,568 from $5,188,425 year-over-year.
Outlook and guidance
FEED program for Uley 2 and finalization of the site management agreement with SPG expected in FY27.
Project financing for the integrated Uley 2 structure to be progressed.
Sunlands Eyre Peninsula Graphite Hub site acquisition and approvals to advance.
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Latest events from Quantum Graphite
- Secured 20-year supply deal, advanced project financing, and received key refinery approvals.QGL
Q4 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
- $300M EXIM application, Uley 2 expansion, and JV HPG process drive growth.QGLQ2 2025 TU
Next Quantum Graphite earnings date
H1 202711 Mar, 2027
Quantum Graphite
Next Quantum Graphite earnings date
H1 202711 Mar, 2027
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