)
)
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.
Sheffield Resources
Sheffield Resources (SFX) investor relations material
Sheffield Resources H2 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.H2 2026 earnings summary29 Sep, 2026
Executive summary
Second full year of production at Thunderbird Mineral Sands Mine, with operational turnaround after early-year challenges and a focus on increasing production and cost savings initiatives.
852,118 tonnes of concentrate produced and 823,001 tonnes shipped; strong support from JV partner Yansteel and successful debt waivers and deferrals with lenders.
Net loss after tax of $52.7m, compared to $22.1m loss in 2025; cash reserves at $4m and net assets at $64.4m as of June 2026.
Divestment of Capital Metals PLC stake for $3.6m and continued progress on the South Atlantic Project in Brazil.
Financial highlights
Revenue from continuing operations: $149,000 (2025: $362,000).
Net loss after tax: $52.7m (2025: $22.1m loss).
Cash and cash equivalents: $4m (2025: $7.1m).
Net assets: $64.4m (2025: $116.5m).
No dividends declared or paid.
KMS (JV) revenue: $234.1m; JV net loss: $101.5m (100% basis).
Outlook and guidance
Focus on further increasing Thunderbird production in FY2027, targeting 900,000–950,000 tpa ilmenite and 200,000–220,000 tpa zircon concentrate.
Ongoing negotiations for a Standstill Agreement to defer KMS debt obligations to June 2027 and support debt restructuring.
Continued investment in operational efficiency, local employment, and community engagement.
Partial view of Summaries dataset, powered by Quartr API
AI can get things wrong. Verify important information.Research faster. Power your platform.
Latest events from Sheffield Resources
- Ore and concentrate output surged, zircon prices climbed, and cash flow volatility persisted.SFX
Q4 2026 - Production fell, but recovery actions, positive cash flow, and higher zircon prices support optimism.SFXQ3 2026 TU
- Thunderbird mine reached first production ahead of schedule, but FY2024 ended with a $32.2m net loss.SFXH2 2024
- Thunderbird's first full production year saw strong output but a $22.1m group net loss.SFXH2 2025
- Production up, losses narrowed, but funding and market risks threaten going concern.SFXH1 2026
- Production dipped but all zircon sold; cash reserves improved and ramp-up targets maintained.SFXQ2 2026 TU
- Financials, board elections, and governance discussed; polling results to be released to ASX.SFXAGM 2025
- Strong mine output and ilmenite sales offset by deferred zircon sales and cost-cutting plans.SFXQ1 2025 TU
- Production ramped up, costs fell, and positive cash flow is expected from September.SFXQ4 2024 TU
Next Sheffield Resources earnings date
AGM 202620 Nov, 2026
Sheffield Resources
Next Sheffield Resources earnings date
AGM 202620 Nov, 2026
The essential earnings season companion
The #1 app for qualitative research. Live earnings calls, AI chat, transcripts, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
)
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
)
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
I can't remember the last time an app had such a positive impact on my investment process.
)
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
I can't remember the last time an app had such a positive impact on my investment process.
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
)
)
Frequently asked questions
Explore our global coverage