ATOMOS LIMITED
ASX:AMSConsumer Durables & ApparelToday’s holders own 91.1% of what they think they own, once every option and right converts.
Runway under 2 quarters; share count grew 23% in 24 months; 9% of shares in the money
ATOMOS LIMITED's ordinary share count rose 22.6% between October 2024 and September 2026, its latest share-count filing, to 1.49B shares. The company has not raised capital through any cash placement, rights issue or share purchase plan in the 24-month window. Options and rights on issue could convert into 146M new shares, equal to 9.8% of the current share count, of which 9% are in the money at the current share price; the nearest expiry falls in June 2030. At the reported spend rate the reported cash would since have been used up, and no later cash report is on record, so no funding-runway figure applies. No proposed securities issues are pending.
Quick answers · 4
How much placement capacity does AMS have left?
None of the 15% placement capacity counted as used in the last 12 months (estimate). Under ASX Listing Rule 7.1 a company may place up to 15% of its shares in 12 months without shareholder approval.
How much cash does AMS have?
In its quarterly cash report for the quarter ended 30 June 2026, Atomos reported $2.3M of cash and estimated 0.4 quarters of funding available at its current rate of spending. That is the company's own estimate.
When do AMS's options expire?
Unexercised options and rights equal 9.8% of Atomos's shares on issue; the nearest expiry is June 2030.
How much has AMS's share count grown?
Atomos has 1.49B shares on issue as at 28 Oct 2026, up 22.6% 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 |
|---|---|---|---|---|
| 1 Oct 2026 | 3H · cancellation | AMS : ORDINARY FULLY PAID | 1.49B | Appendix 3H |
| 9 Sept 2026 | 2A · quoted issue | AMS : ORDINARY FULLY PAID | 1.49B | Appendix 2A |
| 30 Apr 2026 | 2A · quoted issue | AMS : ORDINARY FULLY PAID | 1.49B | Appendix 2A |
| 8 Dec 2025 | 2A · quoted issue | AMS : ORDINARY FULLY PAID | 1.48B | Appendix 2A |
| 2 Dec 2025 | 3G · unquoted | AMS : ORDINARY FULLY PAID | 1.22B | Appendix 3G |
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
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
At $0.008 today, 127.8M securities are in the money (8.6% of shares on issue). No more priced supply until 3× today’s price, which takes it to 143.9M (9.7% 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.
| Code | Security | Type | Exercise price | Expiry | On issue | Source |
|---|---|---|---|---|---|---|
| AMSAJ | Options | Price-triggered | $0.0067 | 30 June 2030 | 127.8M | Filing |
| AMSAK | Options | Price-triggered | $0.018 | 27 Nov 2030 | 5.4M | Filing |
| AMSAL | Options | Price-triggered | $0.020 | 27 Nov 2030 | 5.4M | Filing |
| AMSAM | Options | Price-triggered | $0.022 | 27 Nov 2030 | 5.4M | Filing |
| AMSAA | Options | Price-triggered, no exercise price stated | — | — | 1.6M | 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 |
|---|---|---|---|---|---|---|---|
| 11 Sept 2026 | Peter Gordon Barber | Buy on-market | 400k | — | — | $882 | 3Y notice |
| 3 Sept 2026 | James Joughin | Buy on-market | 556k | — | — | $10k | 3Y notice |
| 28 Nov 2025 | Peter Gordon Barber | Buy | 100.0M | 100.0M | — | $3.0M | 3Y notice |
Ownership
Latest announcements
Headlines link to the source PDFs on the ASX announcements platform. Data as of 28 Oct 2026.