Companies / AMS

ATOMOS LIMITED

ASX:AMSConsumer Durables & Apparel
1.49B shares on issueASX (delayed) · snapshot 11 Sept 20261.64B fully diluted+10.0% if every option and right converts$0.015price · delayed$22.3Mmarket cap · indicative

Today’s holders own 90.9% of what they think they own, once every option and right converts.

Moderate
Dilution risk

Runway under 2 quarters; share count grew 23% in 24 months; 9% of shares in the money

MinimalVery high
Absolute levels — not a ranking against other companies.
Cash runway-0.5 quarters of funding
Share-count growth (24m)22.7%
Raise cadence (24m)0 cash raises
Options & rights overhang10.0% of shares
In-the-money supply8.8% of shares
Pending proposed issuesnone

ATOMOS LIMITED's ordinary share count grew 22.7% between May 2024 and September 2026, reaching 1.49B shares. The company has not undertaken any capital raises in the past 24 months and has no pending proposed securities issues. Options and rights on issue could convert into 149M new shares, representing 10.0% of the current share count, with 9% of these currently in the money. The nearest expiry for these options is June 2030. As of the June 2026 quarter, the company reported A$-2.7M in available cash, covering -0.4 quarters of its operating expenses.

AI-generated summary of this page's cited filings · updated 10 Sept 2026
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10.0%
Options & rights overhang
8.8%
In-the-money supply
0
Raises · last 12 months
-0.5 qtrs
Cash cover · under 2 quarters

Shares on issue — last 2 years

Ordinary shares on issue
Weekly counts from ASX records. Dots mark cash capital raises. Latest count 1.49B per ASX (delayed) (snapshot 11 Sept 2026).
1.2B1.3B1.4B1.5BDec 24Oct 25Sept 261.49B

Cash runway

-0.5 qtrs
Less than two quarters of funding at the recent spend rate — near-term funding pressure.
$-2.8M cash after burn from the quarter ended 30 June 2026 · Runway is computed from Appendix 4C/5B filings and announced raise proceeds. Filed with the quarterly report: $2.3M cash at quarter end (item 4.6), 0.4 qtrs of funding on the company’s own estimate. Our figure above carries the filed quarter-end balance forward at the reported spend rate and adds announced raise proceeds.
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10 quarters on record — Cash runway history
Quarterly cash, net spend and cover trend from every Appendix 4C/5B on record up to 30 June 2026.
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Issuance timeline

Latest 5 filings (Appendix 2A quoted issues, 3G unquoted, 3H cancellations)

DateFormSecurityOn issue, per this filingSource
9 Sept 20262A · quoted issueAMS : ORDINARY FULLY PAID1.49BAppendix 2A
30 Apr 20262A · quoted issueAMS : ORDINARY FULLY PAID1.49BAppendix 2A
7 Dec 20252A · quoted issueAMS : ORDINARY FULLY PAID1.48BAppendix 2A
2 Dec 20253G · unquotedAMS : ORDINARY FULLY PAID1.22BAppendix 3G
2 Dec 20252A · quoted issueAMS : ORDINARY FULLY PAID1.25BAppendix 2A
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20 filings on record — Full issuance history
Every quoted and unquoted issue and cancellation on record, plus unquoted securities (Appendix 4.2).
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Capital raises

No equity raises in the last 24 months.
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3 raises on record — Full raise history
Issue price, shares issued, brokers and stated purpose for every raise on record.
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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.

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4 dated events on record — Forward supply calendar
Option expiries and proposed issues on one forward timeline, with the securities each could add.
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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.

No Appendix 3B in the last 12 months reports an issue under the 15% placement capacity (as at 2026-09-12).
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Placement capacity — LR 7.1 / 7.1A
The filings behind the figure: every Appendix 3B in the window with what it says was issued under 7.1 and 7.1A, each row linked to its filing, and how many shares are left.
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Pending proposed issues

No proposed issues (Appendix 3B) currently pending.

Options & convertible securities

10.0%
Options & rights overhang · of current shares
8.8%
In-the-money supply · at current price
148.5M
Potential new shares
June 2030
Nearest expiry
What a price move would switch on
74.3M148.5M$0.015 now0.25× today ($0.004) — 0 of the priced supply in the money, 0.0% of shares on issue0.5× today ($0.007) — 130.8M of the priced supply in the money, 8.8% of shares on issue0.75× today ($0.011) — 130.8M of the priced supply in the money, 8.8% of shares on issue1× today ($0.015) — 130.8M of the priced supply in the money, 8.8% of shares on issue1.25× today ($0.019) — 136.1M of the priced supply in the money, 9.1% of shares on issue1.5× today ($0.022) — 141.5M of the priced supply in the money, 9.5% of shares on issue2× today ($0.030) — 146.9M of the priced supply in the money, 9.9% of shares on issue3× today ($0.045) — 146.9M of the priced supply in the money, 9.9% of shares on issue5× today ($0.075) — 146.9M of the priced supply in the money, 9.9% of shares on issue10× today ($0.150) — 146.9M of the priced supply in the money, 9.9% of shares on issue0.25×0.5×0.75×now1.25×1.5×2×3×5×10×

At $0.015 today, 130.8M securities are in the money (8.8% of shares on issue). No more priced supply until 1.25× today’s price, which takes it to 136.1M (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.
  • 1.6M (1.1% 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.
CodeSecurityTypeExercise priceExpiryOn issueSource
AMSAJOptionsPrice-triggered$0.00730 June 2030130.8MFiling
AMSAKOptionsPrice-triggered$0.01827 Nov 20305.4MFiling
AMSALOptionsPrice-triggered$0.02027 Nov 20305.4MFiling
AMSAMOptionsPrice-triggered$0.02227 Nov 20305.4MFiling
AMSAAOptionsPrice-triggered——1.6MFiling

“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.

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5 option lines on record — In-the-money value & price ladder
What each line is worth in the money today, the price ladder to the next tranche that converts, and the filing description behind every code.
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Director dealings

DateDirectorTypeSharesOptionsOtherValueSource
3 Sept 2026James JoughinBuy on-market556k——$10k3Y notice
28 Nov 2025Peter Gordon BarberBuy100.0M100.0M—$3.0M3Y notice
24 Nov 2025James JoughinOther1.6M1.6M—$48k3Y notice
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8 notices on record — Full dealing history
Every change-of-director's-interest notice on record, with direction and consideration.
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Ownership

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Top-20 holders & substantial holder notices
Top-20 register snapshot and substantial-holder movements, each linked to its source notice.
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Latest announcements

9 Sept 2026Section 708A Cleansing Statement
9 Sept 2026Application for quotation of securities - AMS
4 Sept 2026Change of Director's Interest Notice - Joughin
31 Aug 2026$PPreliminary Final Report
31 July 2026$PQuarterly Activities/Appendix 4C Cash Flow Report
24 July 2026Atomos response to media reporting
6 July 2026$PFY26 Trading Update
30 Apr 2026Section 708A Cleansing Statement
30 Apr 2026Application for quotation of securities - AMS
30 Apr 2026$PQuarterly Activities/Appendix 4C Cash Flow Report
29 Apr 2026NAB 2026 Product and Ecosystem Update
26 Apr 2026Completion of Flanders Scientific acquisition
13 Apr 2026Proposed issue of securities - AMS
12 Apr 2026$PAtomos to Acquire Flanders Scientific
9 Apr 2026$PNew Finance Facility
5 Mar 2026Company Secretary Appointment/Resignation
4 Mar 2026Change in substantial holding - clarification
4 Mar 2026Change in substantial holding - clarification
4 Mar 2026Change in substantial holding - clarification
1 Mar 2026New Product Release - Ninja RAW

Headlines link to the source PDFs on the ASX announcements platform. Data as of 12 Sept 2026.