Companies / ATG

ARTICORE GROUP LIMITED

ASX:ATGConsumer Discretionary Distribution & Retail
293.7M shares on issueASX (delayed) · snapshot 11 Sept 2026325.0M fully diluted+10.7% if every option and right converts$0.38price · delayed$111.6Mmarket cap · indicative

Today’s holders own 90.4% of what they think they own, once every option and right converts.

Minimal
Dilution risk

Options/rights overhang 11% of shares

MinimalVery high
Absolute levels — not a ranking against other companies.
Cash runwayno data — not a quarterly (4C/5B) cash filer
Share-count growth (24m)3.9%
Raise cadence (24m)0 cash raises
Options & rights overhang10.7% of shares
In-the-money supplyno data — no exercise price on record
Pending proposed issuesnone

ARTICORE GROUP LIMITED's ordinary share count increased by 3.9% between January 2024 and September 2026, reaching 294M shares. The company has not raised capital in the past 24 months and has no pending proposed securities issues. There are 31M options and rights on issue, representing 10.7% of the current shares outstanding, with none in the money at present. No expiry date for these securities is on record. The company has not lodged a current quarterly cash report, so no cash balance or funding runway figure is available on that basis.

AI-generated summary of this page's cited filings · updated 4 Sept 2026
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10.7%
Options & rights overhang
In-the-money supply · no stated strikes
0
Raises · last 12 months
Cash cover · not a quarterly filer

Shares on issue — last 2 years

Ordinary shares on issue
Weekly counts from ASX records. Dots mark cash capital raises. Latest count 293.7M per ASX (delayed) (snapshot 11 Sept 2026).
285.0M287.5M290.0M292.5MDec 24Oct 25Sept 26293.7M

Cash runway

Not a quarterly cash filer. This company does not lodge Appendix 4C/5B quarterly cash reports, so cash runway does not apply.

Issuance timeline

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

DateFormSecurityOn issue, per this filingSource
7 Sept 20263G · unquotedORDINARY FULLY PAID293.7MAppendix 3G
3 Sept 20262A · quoted issueATG : ORDINARY FULLY PAID293.7MAppendix 2A
4 Aug 20263G · unquotedATG : ORDINARY FULLY PAID291.6MAppendix 3G
7 July 20263H · cancellationATG : ORDINARY FULLY PAID291.6MAppendix 3H
6 July 20263G · unquotedATG : ORDINARY FULLY PAID293.6MAppendix 3G
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63 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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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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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

10.7%
Options & rights overhang · of current shares
In-the-money supply · no stated strikes
31.3M
Potential new shares
Nearest expiry
What this supply is, and what converts it
  • Price-triggered4.0M · 1.4% of shares
    Options and warrants — they convert when the share price clears their exercise price.
    No exercise price is on record for any of it, so none of it can be called in or out of the money.
  • Condition-triggered27.3M · 9.3% of shares
    Performance and incentive rights — they convert when a hurdle is met, not at a price, and can lapse to nothing.

Exercise price on record: 0 priced, 31.3M where the filing never states one. A security with no exercise price is never counted in the money — nothing is paid to convert it, so there is no price for it to be above.

Each figure is the filing’s own count of securities, not a share count — a 2A never states what one security converts into.

What a price move would switch on

No option supply on record carries an exercise price to pay, so no share price switches any of it on. All 31.3M of it converts on something else — a hurdle that may never be met, or terms the filing does not price.

CodeSecurityTypeExercise priceExpiryOn issueSource
ATGAAOptionsPrice-triggered4.0MFiling
ATGABCondition-triggered12.8MFiling
ATGAJRightsCondition-triggered14.5MFiling

“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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3 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
2 Sept 2026Robin MendelsonOther incentive45k3Y notice
3 Aug 2026Robin MendelsonOther incentive45k3Y notice
1 July 2026Robin MendelsonBuy incentive45k3Y notice
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36 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

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