ATOMIC EAGLE LTD
ASX:AEUMaterialsToday’s holders own 80.7% of what they think they own, once every option and right converts.
Runway 4–8 quarters; options/rights overhang 24% of shares; 15% of shares in the money; since relisting as AEU; prior history under TI1 not included
ATOMIC EAGLE LTD's ordinary share count grew 0.4% between April 2026 and September 2026, to 383M shares. The company has not raised capital since November 2025, and no proposed securities issues are pending. Options and rights on issue could convert into 94M new shares, equal to 24.6% of the current share count, of which 16% are in the money at the current share price; the nearest expiry falls in November 2026. At the June 2026 quarter, the company reported A$11.5M in available cash, covering approximately 4.0 quarters of funding. The company only commenced trading as ATOMIC EAGLE LTD in November 2025, and figures cover the period since that date.
Shares on issue — last 2 years
Cash runway
Issuance timeline
Latest 5 filings (Appendix 2A quoted issues, 3G unquoted, 3H cancellations)
| Date | Form | Security | On issue, per this filing | Source |
|---|---|---|---|---|
| 7 Sept 2026 | 2A · quoted issue | AEU : ORDINARY FULLY PAID | 383.4M | Appendix 2A |
| 27 Aug 2026 | 3H · cancellation | AEU : ORDINARY FULLY PAID | 383.3M | Appendix 3H |
| 29 June 2026 | 2A · quoted issue | AEU : ORDINARY FULLY PAID | 383.3M | Appendix 2A |
| 29 June 2026 | 3H · cancellation | AEU : ORDINARY FULLY PAID | 381.7M | Appendix 3H |
| 29 Apr 2026 | 3G · unquoted | AEU : ORDINARY FULLY PAID | 381.7M | Appendix 3G |
Each filing states the count for the security it names, as at its own reference date and in the units of that filing — so the newest row (383.4M) need not equal the current count above (393.4M).
Capital raises
Forward supply
Every dated event on record that could add securities to the register — option expiries to their stated dates and proposed issues over the next 18 months, on one timeline.
Placement capacity
How much stock a company can place without asking holders. Listing Rule 7.1 allows 15% of ordinary securities in any 12 months, and every Appendix 3B states how much of it an issue uses.
Pending proposed issues
Options & convertible securities
At $0.47 today, 59.3M securities are in the money (15.1% of shares on issue). No more priced supply until 1.25× today’s price, which takes it to 62.7M (15.9% of shares).
- Priced supply in the money at the price on the axis — the curve, and the only thing on it. Ten prices, sampled: between two of them the true figure lies between the two.
- 6.3M (6.7% of the supply above) states a nil exercise price — nothing is paid to convert it, so no share price switches it on or off. It is the flat band, and it is not part of the in-the-money figure.
| Code | Security | Type | Exercise price | Expiry | On issue | Source |
|---|---|---|---|---|---|---|
| AEUAF | Options | Price-triggered | $0.31 | 5 Nov 2026 | 314k | Filing |
| AEUAG | Options | Price-triggered | $1.69 | 1 Dec 2026 | 127k | Filing |
| AEUAH | Options | Price-triggered | $0.97 | 22 Dec 2026 | 21.9M | Filing |
| AEUAI | Options | Price-triggered | $0.31 | 5 May 2027 | 52.0M | Filing |
| AEUAJ | Options | Price-triggered | $0.50 | 15 Aug 2027 | 3.4M | Filing |
| AEUAK | Options | Price-triggered | $0.98 | 27 Sept 2027 | 3.2M | Filing |
| AEUAM | Options | Price-triggered | $0.28 | 31 Dec 2028 | 3.7M | Filing |
| AEUAL | Options | Price-triggered | $0.22 | 20 Aug 2029 | 3.3M | Filing |
| AEUAN | Options | Price-triggered | Nil | — | 2.5M | Filing |
| AEUAO | Options | Price-triggered | Nil | — | 3.9M | Filing |
“Nil” is a stated nil exercise price: nothing is paid to convert. An em dash means the filing names no exercise price at all. Security is read from the filing’s own class description; an em dash there means the description is not one this table labels. One row is one security class, at the number stated in the most recent quotation application that restated it — linked, and dated, in the last column.
Director dealings
| Date | Director | Type | Shares | Options | Other | Value | Source |
|---|---|---|---|---|---|---|---|
| 9 June 2026 | Grant Davey | Buy on-market | 87k | — | — | $32k | 3Y notice |
| 28 May 2026 | Grant Davey | Buy on-market | 70k | — | — | $27k | 3Y notice |
| 20 May 2026 | Grant Davey | Buy on-market | 111k | — | — | $43k | 3Y notice |
Ownership
Latest announcements
Headlines link to the source PDFs on the ASX announcements platform. Data as of 12 Sept 2026.