AGUIA RESOURCES LIMITED
ASX:AGRMaterialsToday’s holders own 78.2% of what they think they own, once every option and right converts.
Runway under 2 quarters; share count grew 81% in 24 months; 14 cash raises in 24 months
AGUIA RESOURCES LIMITED's ordinary share count rose 81.3% between October 2024 and August 2026, its latest share-count filing, to 2.40B shares. It completed 14 capital raises in the 24-month window, totalling A$22.1M, most recently a A$3.0M placement in July 2026. Options and rights could convert into 670M new shares, a 27.9% overhang relative to current shares; none are in the money, and the nearest expiry is November 2026. No funding-runway figure applies because the company's reported cash and subsequent raises would have been used up and no later cash report is on record. One proposed securities issue (Appendix 3B) is pending with an expected date of August 2027.
Quick answers · 4
Is AGR raising capital?
Aguia Resources has 1 proposed issue of securities pending under Appendix 3B as at 28 Oct 2026; the most recent raise announced is Placement of $3.0M on 22 July 2026.
How much cash does AGR have?
In its quarterly cash report for the quarter ended 30 June 2026, Aguia Resources reported $1.5M of cash and estimated 1.2 quarters of funding available at its current rate of spending. That is the company's own estimate.
When do AGR's options expire?
Unexercised options and rights equal 27.9% of Aguia Resources's shares on issue; the nearest expiry is Nov 2026.
How much has AGR's share count grown?
Aguia Resources has 2.40B shares on issue as at 28 Oct 2026, up 81.3% over 24 months according to its Appendix 2A filings.
Shares on issue — last 2 years
Cash runway
Issuance timeline
Latest 5 filings (Appendix 2AThe form a company lodges to have new securities quoted on the ASX. It restates how many of each class are on issue. quoted issues, 3G unquoted, 3H cancellations)
| Date | Form | Security | On issue, per this filing | Source |
|---|---|---|---|---|
| 26 Aug 2026 | 3G · unquoted | AGR : ORDINARY FULLY PAID | 2.40B | Appendix 3G |
| 17 Aug 2026 | 2A · quoted issue | AGR : ORDINARY FULLY PAID | 2.40B | Appendix 2A |
| 29 July 2026 | 2A · quoted issue | AGR : ORDINARY FULLY PAID | 2.40B | Appendix 2A |
| 20 May 2026 | 2A · quoted issue | AGR : ORDINARY FULLY PAID | 2.22B | Appendix 2A |
| 20 May 2026 | 3H · cancellation | AGR : ORDINARY FULLY PAID | 2.00B | Appendix 3H |
Securities on issue over time
Ordinary shares and every option and rights class, month by month over two years. The top edge is the fully diluted count.
Capital raises
13 cash raises in the last 24 months · 4 in the last 12 months
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 / 7.1ARule 7.1 lets a company issue up to 15% of its shares in 12 months without a shareholder vote. Rule 7.1A adds 10% for smaller companies whose holders approve it. allows 15% of ordinary securities in any 12 months, and every Appendix 3BNotice that a company proposes to issue new securities, such as a placement. The securities are not on issue until a later filing confirms it. states how much of it an issue uses.
Pending proposed issues
Options & convertible securities
An exercise price is on record for only 40.7% of this supply, so what is in the money today is not a measurement — the tile above reads “—” for that reason. Of the priced supply, 0 is in the money at $0.008 today. No more priced supply until 3× today’s price, which takes it to 218.3M (9.1% 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.
- 397.1M (59.3% of the supply above) states no exercise price at all. It cannot be called in or out of the money at any price, which is why it is hatched rather than plotted.
- 18.5M more carries an exercise price above ten times today’s — off the right of this axis, and in every total on this page.
| Code | Security | Type | Exercise price | Expiry | On issue | Source |
|---|---|---|---|---|---|---|
| AGRAX | Options | Price-triggered | $0.10 | 30 Nov 2026 | 18.5M | Filing |
| AGRAB | Options | Price-triggered | $0.050 | 29 Jan 2027 | 5.0M | Filing |
| AGRAD | Options | Price-triggered | $0.040 | 27 July 2027 | 3.5M | Filing |
| AGRAC | Options | Price-triggered | $0.040 | 31 July 2027 | 18.0M | Filing |
| AGRAJ | Options | Price-triggered | $0.040 | 27 Aug 2027 | 7.5M | Filing |
| AGRO | Options | Price-triggered, no exercise price stated | — | 31 Oct 2027 | 152.1M | Filing |
| AGRAI | Options | Price-triggered | $0.035 | 31 Oct 2027 | 2.0M | Filing |
| AGROA | Options | Price-triggered, no exercise price stated | — | 15 May 2028 | 245.0M | Filing |
| AGRAL | Options | Price-triggered | $0.022 | 20 May 2028 | 218.3M | 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. For what expires soon across other listed companies, see the options expiry calendar.
Director dealings
| Date | Director | Type | Shares | Options | Other | Value | Source |
|---|---|---|---|---|---|---|---|
| 7 Aug 2026 | Warwick Grigor | Buy on-market | 1.0M | — | — | $16k | 3Y notice |
| 6 Aug 2026 | Warwick Grigor | Buy on-market | 1.0M | — | — | $9k | 3Y notice |
| 5 Aug 2026 | Warwick Grigor | Buy on-market | 3.0M | — | — | $8k | 3Y notice |
Ownership
Latest announcements
Headlines link to the source PDFs on the ASX announcements platform. Data as of 28 Oct 2026.