Companies / BML

BOAB METALS LIMITED

ASX:BMLMaterials
578.6M shares on issueASX (delayed) · snapshot 11 Sept 2026592.3M fully diluted+2.4% if every option and right converts$0.46price · delayed$266.2Mmarket cap · indicative

Today’s holders own 97.7% of what they think they own, once every option and right converts.

High
Dilution risk

Runway under 2 quarters; share count grew 148% in 24 months; 4 cash raises in 24 months

MinimalVery high
Absolute levels — not a ranking against other companies.
Cash runway1.8 quarters of funding
Share-count growth (24m)147.9%
Raise cadence (24m)4 cash raises
Options & rights overhang2.4% of shares
In-the-money supplyno data — no exercise price on record
Pending proposed issuesnone

BOAB METALS LIMITED's ordinary share count grew 147.9% between May 2024 and May 2026, reaching 579M shares. In the past 24 months, the company completed four capital raises totaling A$124.0M, with the most recent being a A$67.0M Placement and Security Purchase Plan in December 2025. Outstanding options and rights could convert into 14M new shares, representing 2.4% of the current share count, with none currently in the money. No expiry date for these securities has been filed. As of the June 2026 quarter, the company held A$41.4M in available cash, providing an estimated 1.8 quarters of operational runway. No proposed securities issues are currently pending.

AI-generated summary of this page's cited filings · updated 11 Sept 2026
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2.4%
Options & rights overhang
In-the-money supply · no stated strikes
2
Raises · last 12 months
1.8 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 578.6M per ASX (delayed) (snapshot 11 Sept 2026).
300M400M500M600MDec 24Oct 25Sept 26Cash raise · 10 Dec 2025Cash raise · 9 Oct 2025Cash raise · 11 June 2025Cash raise · 29 Apr 2025578.6M

Cash runway

1.8 qtrs
Less than two quarters of funding at the recent spend rate — near-term funding pressure.
Funds operations to about Nov 2026 at the reported spend rate.
$41.2M 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: $60.2M cash at quarter end (item 4.6). Our figure above carries the filed quarter-end balance forward at the reported spend rate and adds announced raise proceeds.
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11 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
21 May 20262A · quoted issueBML : ORDINARY FULLY PAID578.6MAppendix 2A
19 Feb 20263G · unquotedORDINARY FULLY PAID576.4MAppendix 3G
10 Feb 20262A · quoted issueBML : ORDINARY FULLY PAID576.4MAppendix 2A
3 Feb 20262A · quoted issueBML : ORDINARY FULLY PAID523.5MAppendix 2A
2 Feb 20262A · quoted issueBML : ORDINARY FULLY PAID526.2MAppendix 2A
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16 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

4 cash raises in the last 24 months · 2 in the last 12 months

every 2.5 monthsaverage gap between raises
9.1 monthssince the most recent
29 Apr 202510 Dec 2025first to most recent in this window
$67.0M
Placement and Security Purchase Plan
10 Dec 2025
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4 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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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.

About 71% of the 15% placement capacity left — about 29% used by Appendix 3B filings in the last 12 months (estimate, as at 2026-09-12). One filing in the window states more under 7.1 than the whole allowance and is not counted, so usage may be higher than this. Holder-approved issues and any later ratification are not deducted, so the true headroom can be higher.
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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

2.4%
Options & rights overhang · of current shares
In-the-money supply · no stated strikes
13.7M
Potential new shares
Nearest expiry
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 13.7M of it converts on something else — a hurdle that may never be met, or terms the filing does not price.

CodeSecurityTypeExercise priceExpiryOn issueSource
BMLAEPerformance rightsCondition-triggered13.7MFiling Meeting

“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.

A condition-triggered class has no exercise price and usually no expiry: what it vests on is set by a shareholder resolution, not by the register. Where the company lodged a notice of meeting before the class first appears here, it is linked as “Meeting” — that is where terms of this kind are put to shareholders. It is not confirmation that the document sets this class’s conditions, and no link appears where there is no such filing.

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1 option line 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
23 Mar 2026Richard MontiSell off-market494k$195k3Y notice
16 Mar 2026Richard MontiOther off-market1.6M$750k3Y notice
10 Feb 2026Simon NoonOther incentive490k3Y notice
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15 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.