View ValuationQuantum Graphite 将来の成長Future 基準チェック /06現在、 Quantum Graphiteの成長と収益を予測するのに十分なアナリストの調査がありません。主要情報n/a収益成長率n/aEPS成長率Metals and Mining 収益成長15.1%収益成長率n/a将来の株主資本利益率n/aアナリストカバレッジNone最終更新日n/a今後の成長に関する最新情報更新なしすべての更新を表示Recent updatesNew Risk • Apr 02New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: AU$144.6m (US$99.2m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risks Less than 1 year of cash runway based on free cash flow trend (-AU$2.4m free cash flow). Earnings have declined by 19% per year over the past 5 years. Revenue is less than US$1m. Minor Risk Market cap is less than US$100m (AU$144.6m market cap, or US$99.2m).New Risk • Nov 05New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: AU$152.3m (US$98.6m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risks Less than 1 year of cash runway based on free cash flow trend (-AU$1.9m free cash flow). Earnings have declined by 29% per year over the past 5 years. Revenue is less than US$1m. Minor Risk Market cap is less than US$100m (AU$152.3m market cap, or US$98.6m).お知らせ • Oct 28Quantum Graphite Limited, Annual General Meeting, Nov 28, 2025Quantum Graphite Limited, Annual General Meeting, Nov 28, 2025.New Risk • Sep 30New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended December 2024. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Major Risks Less than 1 year of cash runway based on free cash flow trend (-AU$2.3m free cash flow). Earnings have declined by 29% per year over the past 5 years. Revenue is less than US$1m. Minor Risk Latest financial reports are more than 6 months old (reported December 2024 fiscal period end).Board Change • Sep 01Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 4 experienced directors. No highly experienced directors. Independent Non-Executive Director Michael Wyer was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.New Risk • Apr 07New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: AU$164.5m (US$99.4m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risks Less than 1 year of cash runway based on free cash flow trend (-AU$2.3m free cash flow). Earnings have declined by 29% per year over the past 5 years. Revenue is less than US$1m. Minor Risk Market cap is less than US$100m (AU$164.5m market cap, or US$99.4m).New Risk • Mar 15New major risk - Financial positionThe company has less than a year of cash runway based on its current free cash flow trend. Free cash flow: -AU$2.3m This is considered a major risk. With less than a year's worth of cash, the company will need to raise capital or take on debt unless its cash flows improve. This would dilute existing shareholders or increase balance sheet risk. Currently, the following risks have been identified for the company: Major Risks Less than 1 year of cash runway based on free cash flow trend (-AU$2.3m free cash flow). Earnings have declined by 29% per year over the past 5 years. Revenue is less than US$1m (AU$86k revenue, or US$54k).Recent Insider Transactions • Feb 05MD & Executive Director recently bought AU$167k worth of stockOn the 3rd of February, Salvatore Catalano bought around 342k shares on-market at roughly AU$0.49 per share. This transaction amounted to 1.3% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought AU$528k more in shares than they have sold in the last 12 months.New Risk • Jan 24New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: AU$151.8m (US$95.8m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risks Earnings have declined by 19% per year over the past 5 years. Revenue is less than US$1m. Minor Risk Market cap is less than US$100m (AU$151.8m market cap, or US$95.8m).お知らせ • Oct 04Quantum Graphite Limited, Annual General Meeting, Nov 21, 2024Quantum Graphite Limited, Annual General Meeting, Nov 21, 2024.New Risk • Oct 01New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended December 2023. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Major Risks Earnings have declined by 2.9% per year over the past 5 years. Revenue is less than US$1m. Minor Risks Latest financial reports are more than 6 months old (reported December 2023 fiscal period end). Shareholders have been diluted in the past year (2.3% increase in shares outstanding).New Risk • Sep 17New major risk - Financial data availabilityThe company has not reported any financial data. This is considered a major risk. With no or incomplete audited reported financial data, it is virtually impossible to assess the company's investment potential. Currently, the following risks have been identified for the company: Major Risk No financial data reported. Minor Risk Shareholders have been diluted in the past year (2.3% increase in shares outstanding).New Risk • Aug 05New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 2.3% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risks Earnings have declined by 2.9% per year over the past 5 years. Revenue is less than US$1m. Minor Risk Shareholders have been diluted in the past year (2.3% increase in shares outstanding).お知らせ • Oct 11Quantum Graphite Limited, Annual General Meeting, Nov 27, 2023Quantum Graphite Limited, Annual General Meeting, Nov 27, 2023.Recent Insider Transactions • Jun 01Insider recently bought AU$100k worth of stockOn the 24th of May, Bruno Ruggiero bought around 202k shares on-market at roughly AU$0.50 per share. This transaction amounted to 1.2% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought AU$2.3m more in shares than they have sold in the last 12 months.お知らせ • Feb 03Quantum Graphite Limited Announces Completion of Design of Long Duration Energy Storage PilotQuantum Graphite Limited announced the completion of the design of the pilot thermal energy storage and power generation system. The test work results provided the necessary data to finalise the design of the pilot TES cells. The procurement stage of the pilot project is sheduled to commence as soon as QSP and ProTherm shortlist key vendors and approve contractual arrangements. Subject to finalising these arrangements, construction is expected to commence by the end of this quarter. Sunlands Co.'s TES technology is a long duration energy storage storage solution that delivers one of the few paths to decarbonisation of electricity grid networks by the retrofitting of coal fired power stations. LDES technology is considered the critical solution for the conversion of intermittent renewable energy to round the clock dispatchable baseload generation. QSP is the exclusive global manufacturer of the flake graphite based thermal storage media, the main component of TES cells. QSP contractual arrangements with Sunlands Co. require it to deliver the manufactured Uley Media to Sunlands Co. as specified to meet TES cell production schedules. Based on the current prices for competing products to Uley Media and the current flake graphite market conditions: QSP's expected prices for Uley Media is likely to exceed $3,500; and QSP's expected margin on Uley Media will be twice that of the Company's margin on the sale of its flake products. TES cells utilise renewable energy to store heat at ultra-high temperatures. This heat is delivered to a power station's existing steam turbine generators which dispatch base load generation to the grid network.Recent Insider Transactions • Dec 10Insider recently bought AU$2.2m worth of stockOn the 5th of December, Ian Roch Pattison bought around 4m shares on-market at roughly AU$0.54 per share. This transaction increased Ian Roch Pattison's direct individual holding by 1x at the time of the trade. This was the largest purchase by an insider in the last 3 months. This was the only on-market transaction from insiders over the last 12 months.お知らせ • Nov 28Quantum Graphite Limited Announces the Successful Completion and Results of the Test Work Program Undertaken At INEMET at TU FreiburgQuantum Graphite Limited announced the successful completion and results of the test work program undertaken at INEMET at TU Freiburg. This program tested and conclusively measured the thermal performance of QSP's flake graphite-based storage media (Uley Media) under the same ultra-high temperature conditions of the long duration energy storage (LDES) battery developed by Sunlands Co. Uley Media is manufactured using Uley 2 flake products as one of the critical ingredients. The results highlights of the test work are: Heat storage capability - Confirmation of the heat storage capacity and performance of Uley Media for Sunlands Co. LDES battery cells driving utility scale turbine generation facilities. High Performance - Uley Media performs at substantially similar levels to that of high-grade isostatic products thereby significantly reducing the unit cost of LDES battery cells. Uniformity - Uley Media performance is consistent across the purity and size fractions of Uley 2 flake products used to manufacture the media. Scale of Manufacturing The uniformity and performance of Uley Media enable QSP's manufacture of Uley Media to be undertaken at a far greater scale than anticipated. Purity the level of volatilisation of impurities within the Uley Media during the experimental program strongly suggests a material increase in purity and the potential viability of thermal purification of Uley 2 flake for the Li-ion battery anode market.お知らせ • Oct 31Quantum Graphite Limited, Annual General Meeting, Nov 30, 2022Quantum Graphite Limited, Annual General Meeting, Nov 30, 2022, at 11:00 W. Australia Standard Time. Agenda: To consider Annual Financial Report 2022; to Remuneration Report; to 2(a) and (b): Election of Directors; to Approval of Proposed Issue of Shares to Service Providers; to 6(a), (b), (c) and (d) - Approval of Proposed Issue of Shares to Directors and Company Secretary For Past Remuneration; to Approval of Proposed Issue of Shares to Markets Nominees Pty Ltd for the provision of capital market services ; and to be consider other matter.お知らせ • Aug 10Quantum Graphite Limited (ASX:QGL) made an offer to acquire Lincoln Minerals Limited (ASX:LML) for AUD 5.7 million.Quantum Graphite Limited (ASX:QGL) made an offer to acquire Lincoln Minerals Limited (ASX:LML) for AUD 5.7 million on August 9, 2022. The offer price is 1 Quantum Graphite Share for every 40 Lincoln Minerals Shares. If Quantum and its associates have Relevant Interests in less than 90.0% but more than 50.0% of Lincoln, then Quantum intends that it will cause Lincoln to apply for removal from the official list and seek to appoint a number of nominees of Quantum to the board of Lincoln such that Quantum has a majority of Directors of Lincoln. The offer was approved by a unanimous resolution of the Board of Quantum. The Offer is subject to a number of conditions, including Quantum obtaining a relevant interest in at least 50.1% of Quantum (Minimum acceptance) and receipt of all Authorisations required by law, or by any other Third Party as necessary to permit the Offer to be lawfully made to, and be accepted by Lincoln Shareholders. Holding Redlich acted as legal advisor for a fee of AUD 0.2 million, Chimaera Capital Markets as financial advisor for a fee of 3% of the implied value of the Offer being approximately AUD 0.18 million and Link Market Services Limited as registrar for Quantum Graphite.お知らせ • Aug 06Quantum Graphite Announces Board ChangesQuantum Graphite Limited announced Bob Osmetti's retirement from the Board, effective 4 August 2022. The Company announced that Mr. Michael Wyer has accepted the Board's invitation to join the Board effective 15 August 2022. Michael is a highly credentialed professional with more than 25 years' experience in global banking including resources and commodities financing and has held senior executive roles in finance and operations. This diversity of experience enhances the Board's overall skill set and is an excellent strategic fit as the company moves to the next phase of its plans for Uley 2 and the Quantum Sunlands Partnership.お知らせ • Aug 02Quantum Graphite Limited has completed a Follow-on Equity Offering in the amount of AUD 0.447216 million.Quantum Graphite Limited has completed a Follow-on Equity Offering in the amount of AUD 0.447216 million. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 1,176,884 Price\Range: AUD 0.38 Transaction Features: Subsequent Direct Listingお知らせ • Jul 29Quantum Graphite Limited has completed a Follow-on Equity Offering in the amount of AUD 4.000002 million.Quantum Graphite Limited has completed a Follow-on Equity Offering in the amount of AUD 4.000002 million. Security Name: Ordinary shares Security Type: Common Stock Securities Offered: 10,526,320 Price\Range: AUD 0.38 Discount Per Security: AUD 0.019 Transaction Features: Subsequent Direct Listingお知らせ • Jul 09Quantum Graphite Limited Provides Update on Long Duration Energy Storage Pilot ProjectQuantum Graphite Limited announced that further to its announcements regarding the long duration energy storage pilot project, the Company provided the further information by way of update. A critical step in the pilot plant project is the ultra-high temperature test work to be undertaken by INEMET in respect of various specifications of Uley 2 coarse flake graphite. This flake is the main raw material required by the Quantum Sunlands Partnership (QSP) to manufacture the thermal energy storage media to be fitted within the Sunlands Co. energy storage cells. The Uley 2 flake samples have been received by INEMET and are now being prepared for commencement of the initial test work next week. As announced, QSP and its project engineers completed the main test work methodologies in May 2022. These methodologies have now been further refined with INEMET and will include thermal treatment cycles of Uley 2 flake at temperatures reaching 2,200°C. The results of this test work will deliver valuable data to QSP for the purpose of optimising the energy storage media. One of the significant benefits of the results of this test work is the potential application of this data to the advanced processing of Uley 2 flake to increase its purity and thereby significantly increase the prices the Company's products can achieve in the market. QSP estimates that initial results should be available by mid-August 2022.お知らせ • May 17Quantum Graphite Limited Provides QSP Thermal Energy Storage Pilot Project UpdateQuantum Graphite Limited announced further to the Company’s announcements regarding the Sunlands Co. long duration energy storage pilot plant project, the company provides the following further information. The pilot plant project involves critical test work to be undertaken by the Quantum Sunlands Partnership (QSP) in respect of various specifcations of Uley coarse fake graphite required to form the thermal energy storage media. The independent test work program is being conducted by INEMET at its facility at the Technische Universitat Bergakademie Freiberg at a scale beyond the bench work scale completed in prior years. Successful completion of this work will ensure expedited commercialisation of the Sunlands Co. technology following the operational phase of the pilot plant. QSP and the project engineers, ProTherm Systems, have completed the test work program methodologies which include thermal cycles at temperatures exceeding 2,000 degrees Celsius. The scope of this program has been extended beyond the coarse fake media and will include the heat transfer fuid, i.e., inert gas that is contained within Sunlands Cos thermal energy storage (TES) cells.Board Change • Apr 27Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 4 experienced directors. No highly experienced directors. Executive Director Sal Catalano was the last director to join the board, commencing their role in 2018. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.分析記事 • Feb 12Here's Why We're Watching Quantum Graphite's (ASX:QGL) Cash Burn SituationWe can readily understand why investors are attracted to unprofitable companies. For example, biotech and mining...Board Change • Dec 15Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 4 experienced directors. No highly experienced directors. Executive Director Sal Catalano was the last director to join the board, commencing their role in 2018. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model. このセクションでは通常、投資家が会社の利益創出能力を理解する一助となるよう、プロのアナリストのコンセンサス予想に基づく収益と利益の成長予測を提示する。しかし、Quantum Graphite は十分な過去のデータを提供しておらず、アナリストの予測もないため、過去のデータを外挿したり、アナリストの予測を使用しても、その将来の収益を確実に算出することはできません。 シンプリー・ウォール・ストリートがカバーする企業の97%は過去の財務データを持っているため、これはかなり稀な状況です。 業績と収益の成長予測ASX:QGL - アナリストの将来予測と過去の財務データ ( )AUD Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数12/31/2025N/A-3-2-2N/A9/30/2025N/A-4-2-1N/A6/30/2025N/A-5-2-1N/A3/31/2025N/A-6-2-1N/A12/31/2024N/A-7-2-2N/A9/30/2024N/A-6-2-1N/A6/30/2024N/A-4-2-1N/A3/31/2024N/A-4-3-2N/A12/31/2023N/A-4-3-2N/A9/30/2023N/A-4-4-3N/A6/30/2023N/A-5-5-4N/A3/31/2023N/A-5-4-3N/A12/31/2022N/A-4-4-3N/A9/30/2022N/A-3-3-2N/A6/30/2022N/A-2-2-1N/A3/31/2022N/A-3-3-2N/A12/31/2021N/A-3-3-2N/A9/30/2021N/A-2-2-2N/A6/30/2021N/A-2-1-1N/A3/31/2021N/A-2-1-1N/A12/31/2020N/A-100N/A9/30/2020N/A-100N/A6/30/2020N/A-1-10N/A3/31/2020N/A-2-1-1N/A12/31/2019N/A-3-1-1N/A9/30/2019N/A-3N/A-1N/A6/30/2019N/A-4N/A-2N/A3/31/2019N/A-5N/A-2N/A12/31/2018N/A-7N/A-1N/A9/30/2018N/A-7N/A-1N/A6/30/2018N/A-7N/A0N/A3/31/2018N/A-5N/A0N/A12/31/2017N/A-3N/A0N/A9/30/20170-3N/A0N/A6/30/20170-3N/A0N/A3/31/20170-4N/A-1N/A12/31/20160-6N/A-1N/A9/30/20160-8N/A-4N/A6/30/20160-11N/A-6N/A3/31/20160-12N/A-8N/A12/31/20150-14N/A-10N/A9/30/20150-12N/A-9N/A6/30/20150-10N/A-8N/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: QGLの予測収益成長が 貯蓄率 ( 3.6% ) を上回っているかどうかを判断するにはデータが不十分です。収益対市場: QGLの収益がAustralian市場よりも速く成長すると予測されるかどうかを判断するにはデータが不十分です高成長収益: QGLの収益が今後 3 年間で 大幅に 増加すると予想されるかどうかを判断するにはデータが不十分です。収益対市場: QGLの収益がAustralian市場よりも速く成長すると予測されるかどうかを判断するにはデータが不十分です。高い収益成長: QGLの収益が年間20%よりも速く成長すると予測されるかどうかを判断するにはデータが不十分です。一株当たり利益成長率予想将来の株主資本利益率将来のROE: QGLの 自己資本利益率 が 3 年後に高くなると予測されるかどうかを判断するにはデータが不十分です成長企業の発掘7D1Y7D1Y7D1YMaterials 業界の高成長企業。View Past Performance企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/06 05:31終値2026/05/05 00:00収益2025/12/31年間収益2025/06/30データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Quantum Graphite Limited 0 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。0
New Risk • Apr 02New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: AU$144.6m (US$99.2m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risks Less than 1 year of cash runway based on free cash flow trend (-AU$2.4m free cash flow). Earnings have declined by 19% per year over the past 5 years. Revenue is less than US$1m. Minor Risk Market cap is less than US$100m (AU$144.6m market cap, or US$99.2m).
New Risk • Nov 05New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: AU$152.3m (US$98.6m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risks Less than 1 year of cash runway based on free cash flow trend (-AU$1.9m free cash flow). Earnings have declined by 29% per year over the past 5 years. Revenue is less than US$1m. Minor Risk Market cap is less than US$100m (AU$152.3m market cap, or US$98.6m).
お知らせ • Oct 28Quantum Graphite Limited, Annual General Meeting, Nov 28, 2025Quantum Graphite Limited, Annual General Meeting, Nov 28, 2025.
New Risk • Sep 30New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended December 2024. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Major Risks Less than 1 year of cash runway based on free cash flow trend (-AU$2.3m free cash flow). Earnings have declined by 29% per year over the past 5 years. Revenue is less than US$1m. Minor Risk Latest financial reports are more than 6 months old (reported December 2024 fiscal period end).
Board Change • Sep 01Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 4 experienced directors. No highly experienced directors. Independent Non-Executive Director Michael Wyer was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
New Risk • Apr 07New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: AU$164.5m (US$99.4m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risks Less than 1 year of cash runway based on free cash flow trend (-AU$2.3m free cash flow). Earnings have declined by 29% per year over the past 5 years. Revenue is less than US$1m. Minor Risk Market cap is less than US$100m (AU$164.5m market cap, or US$99.4m).
New Risk • Mar 15New major risk - Financial positionThe company has less than a year of cash runway based on its current free cash flow trend. Free cash flow: -AU$2.3m This is considered a major risk. With less than a year's worth of cash, the company will need to raise capital or take on debt unless its cash flows improve. This would dilute existing shareholders or increase balance sheet risk. Currently, the following risks have been identified for the company: Major Risks Less than 1 year of cash runway based on free cash flow trend (-AU$2.3m free cash flow). Earnings have declined by 29% per year over the past 5 years. Revenue is less than US$1m (AU$86k revenue, or US$54k).
Recent Insider Transactions • Feb 05MD & Executive Director recently bought AU$167k worth of stockOn the 3rd of February, Salvatore Catalano bought around 342k shares on-market at roughly AU$0.49 per share. This transaction amounted to 1.3% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought AU$528k more in shares than they have sold in the last 12 months.
New Risk • Jan 24New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: AU$151.8m (US$95.8m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risks Earnings have declined by 19% per year over the past 5 years. Revenue is less than US$1m. Minor Risk Market cap is less than US$100m (AU$151.8m market cap, or US$95.8m).
お知らせ • Oct 04Quantum Graphite Limited, Annual General Meeting, Nov 21, 2024Quantum Graphite Limited, Annual General Meeting, Nov 21, 2024.
New Risk • Oct 01New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended December 2023. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Major Risks Earnings have declined by 2.9% per year over the past 5 years. Revenue is less than US$1m. Minor Risks Latest financial reports are more than 6 months old (reported December 2023 fiscal period end). Shareholders have been diluted in the past year (2.3% increase in shares outstanding).
New Risk • Sep 17New major risk - Financial data availabilityThe company has not reported any financial data. This is considered a major risk. With no or incomplete audited reported financial data, it is virtually impossible to assess the company's investment potential. Currently, the following risks have been identified for the company: Major Risk No financial data reported. Minor Risk Shareholders have been diluted in the past year (2.3% increase in shares outstanding).
New Risk • Aug 05New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 2.3% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risks Earnings have declined by 2.9% per year over the past 5 years. Revenue is less than US$1m. Minor Risk Shareholders have been diluted in the past year (2.3% increase in shares outstanding).
お知らせ • Oct 11Quantum Graphite Limited, Annual General Meeting, Nov 27, 2023Quantum Graphite Limited, Annual General Meeting, Nov 27, 2023.
Recent Insider Transactions • Jun 01Insider recently bought AU$100k worth of stockOn the 24th of May, Bruno Ruggiero bought around 202k shares on-market at roughly AU$0.50 per share. This transaction amounted to 1.2% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought AU$2.3m more in shares than they have sold in the last 12 months.
お知らせ • Feb 03Quantum Graphite Limited Announces Completion of Design of Long Duration Energy Storage PilotQuantum Graphite Limited announced the completion of the design of the pilot thermal energy storage and power generation system. The test work results provided the necessary data to finalise the design of the pilot TES cells. The procurement stage of the pilot project is sheduled to commence as soon as QSP and ProTherm shortlist key vendors and approve contractual arrangements. Subject to finalising these arrangements, construction is expected to commence by the end of this quarter. Sunlands Co.'s TES technology is a long duration energy storage storage solution that delivers one of the few paths to decarbonisation of electricity grid networks by the retrofitting of coal fired power stations. LDES technology is considered the critical solution for the conversion of intermittent renewable energy to round the clock dispatchable baseload generation. QSP is the exclusive global manufacturer of the flake graphite based thermal storage media, the main component of TES cells. QSP contractual arrangements with Sunlands Co. require it to deliver the manufactured Uley Media to Sunlands Co. as specified to meet TES cell production schedules. Based on the current prices for competing products to Uley Media and the current flake graphite market conditions: QSP's expected prices for Uley Media is likely to exceed $3,500; and QSP's expected margin on Uley Media will be twice that of the Company's margin on the sale of its flake products. TES cells utilise renewable energy to store heat at ultra-high temperatures. This heat is delivered to a power station's existing steam turbine generators which dispatch base load generation to the grid network.
Recent Insider Transactions • Dec 10Insider recently bought AU$2.2m worth of stockOn the 5th of December, Ian Roch Pattison bought around 4m shares on-market at roughly AU$0.54 per share. This transaction increased Ian Roch Pattison's direct individual holding by 1x at the time of the trade. This was the largest purchase by an insider in the last 3 months. This was the only on-market transaction from insiders over the last 12 months.
お知らせ • Nov 28Quantum Graphite Limited Announces the Successful Completion and Results of the Test Work Program Undertaken At INEMET at TU FreiburgQuantum Graphite Limited announced the successful completion and results of the test work program undertaken at INEMET at TU Freiburg. This program tested and conclusively measured the thermal performance of QSP's flake graphite-based storage media (Uley Media) under the same ultra-high temperature conditions of the long duration energy storage (LDES) battery developed by Sunlands Co. Uley Media is manufactured using Uley 2 flake products as one of the critical ingredients. The results highlights of the test work are: Heat storage capability - Confirmation of the heat storage capacity and performance of Uley Media for Sunlands Co. LDES battery cells driving utility scale turbine generation facilities. High Performance - Uley Media performs at substantially similar levels to that of high-grade isostatic products thereby significantly reducing the unit cost of LDES battery cells. Uniformity - Uley Media performance is consistent across the purity and size fractions of Uley 2 flake products used to manufacture the media. Scale of Manufacturing The uniformity and performance of Uley Media enable QSP's manufacture of Uley Media to be undertaken at a far greater scale than anticipated. Purity the level of volatilisation of impurities within the Uley Media during the experimental program strongly suggests a material increase in purity and the potential viability of thermal purification of Uley 2 flake for the Li-ion battery anode market.
お知らせ • Oct 31Quantum Graphite Limited, Annual General Meeting, Nov 30, 2022Quantum Graphite Limited, Annual General Meeting, Nov 30, 2022, at 11:00 W. Australia Standard Time. Agenda: To consider Annual Financial Report 2022; to Remuneration Report; to 2(a) and (b): Election of Directors; to Approval of Proposed Issue of Shares to Service Providers; to 6(a), (b), (c) and (d) - Approval of Proposed Issue of Shares to Directors and Company Secretary For Past Remuneration; to Approval of Proposed Issue of Shares to Markets Nominees Pty Ltd for the provision of capital market services ; and to be consider other matter.
お知らせ • Aug 10Quantum Graphite Limited (ASX:QGL) made an offer to acquire Lincoln Minerals Limited (ASX:LML) for AUD 5.7 million.Quantum Graphite Limited (ASX:QGL) made an offer to acquire Lincoln Minerals Limited (ASX:LML) for AUD 5.7 million on August 9, 2022. The offer price is 1 Quantum Graphite Share for every 40 Lincoln Minerals Shares. If Quantum and its associates have Relevant Interests in less than 90.0% but more than 50.0% of Lincoln, then Quantum intends that it will cause Lincoln to apply for removal from the official list and seek to appoint a number of nominees of Quantum to the board of Lincoln such that Quantum has a majority of Directors of Lincoln. The offer was approved by a unanimous resolution of the Board of Quantum. The Offer is subject to a number of conditions, including Quantum obtaining a relevant interest in at least 50.1% of Quantum (Minimum acceptance) and receipt of all Authorisations required by law, or by any other Third Party as necessary to permit the Offer to be lawfully made to, and be accepted by Lincoln Shareholders. Holding Redlich acted as legal advisor for a fee of AUD 0.2 million, Chimaera Capital Markets as financial advisor for a fee of 3% of the implied value of the Offer being approximately AUD 0.18 million and Link Market Services Limited as registrar for Quantum Graphite.
お知らせ • Aug 06Quantum Graphite Announces Board ChangesQuantum Graphite Limited announced Bob Osmetti's retirement from the Board, effective 4 August 2022. The Company announced that Mr. Michael Wyer has accepted the Board's invitation to join the Board effective 15 August 2022. Michael is a highly credentialed professional with more than 25 years' experience in global banking including resources and commodities financing and has held senior executive roles in finance and operations. This diversity of experience enhances the Board's overall skill set and is an excellent strategic fit as the company moves to the next phase of its plans for Uley 2 and the Quantum Sunlands Partnership.
お知らせ • Aug 02Quantum Graphite Limited has completed a Follow-on Equity Offering in the amount of AUD 0.447216 million.Quantum Graphite Limited has completed a Follow-on Equity Offering in the amount of AUD 0.447216 million. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 1,176,884 Price\Range: AUD 0.38 Transaction Features: Subsequent Direct Listing
お知らせ • Jul 29Quantum Graphite Limited has completed a Follow-on Equity Offering in the amount of AUD 4.000002 million.Quantum Graphite Limited has completed a Follow-on Equity Offering in the amount of AUD 4.000002 million. Security Name: Ordinary shares Security Type: Common Stock Securities Offered: 10,526,320 Price\Range: AUD 0.38 Discount Per Security: AUD 0.019 Transaction Features: Subsequent Direct Listing
お知らせ • Jul 09Quantum Graphite Limited Provides Update on Long Duration Energy Storage Pilot ProjectQuantum Graphite Limited announced that further to its announcements regarding the long duration energy storage pilot project, the Company provided the further information by way of update. A critical step in the pilot plant project is the ultra-high temperature test work to be undertaken by INEMET in respect of various specifications of Uley 2 coarse flake graphite. This flake is the main raw material required by the Quantum Sunlands Partnership (QSP) to manufacture the thermal energy storage media to be fitted within the Sunlands Co. energy storage cells. The Uley 2 flake samples have been received by INEMET and are now being prepared for commencement of the initial test work next week. As announced, QSP and its project engineers completed the main test work methodologies in May 2022. These methodologies have now been further refined with INEMET and will include thermal treatment cycles of Uley 2 flake at temperatures reaching 2,200°C. The results of this test work will deliver valuable data to QSP for the purpose of optimising the energy storage media. One of the significant benefits of the results of this test work is the potential application of this data to the advanced processing of Uley 2 flake to increase its purity and thereby significantly increase the prices the Company's products can achieve in the market. QSP estimates that initial results should be available by mid-August 2022.
お知らせ • May 17Quantum Graphite Limited Provides QSP Thermal Energy Storage Pilot Project UpdateQuantum Graphite Limited announced further to the Company’s announcements regarding the Sunlands Co. long duration energy storage pilot plant project, the company provides the following further information. The pilot plant project involves critical test work to be undertaken by the Quantum Sunlands Partnership (QSP) in respect of various specifcations of Uley coarse fake graphite required to form the thermal energy storage media. The independent test work program is being conducted by INEMET at its facility at the Technische Universitat Bergakademie Freiberg at a scale beyond the bench work scale completed in prior years. Successful completion of this work will ensure expedited commercialisation of the Sunlands Co. technology following the operational phase of the pilot plant. QSP and the project engineers, ProTherm Systems, have completed the test work program methodologies which include thermal cycles at temperatures exceeding 2,000 degrees Celsius. The scope of this program has been extended beyond the coarse fake media and will include the heat transfer fuid, i.e., inert gas that is contained within Sunlands Cos thermal energy storage (TES) cells.
Board Change • Apr 27Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 4 experienced directors. No highly experienced directors. Executive Director Sal Catalano was the last director to join the board, commencing their role in 2018. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
分析記事 • Feb 12Here's Why We're Watching Quantum Graphite's (ASX:QGL) Cash Burn SituationWe can readily understand why investors are attracted to unprofitable companies. For example, biotech and mining...
Board Change • Dec 15Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 4 experienced directors. No highly experienced directors. Executive Director Sal Catalano was the last director to join the board, commencing their role in 2018. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.