Companies / BWN

BHAGWAN MARINE LIMITED

ASX:BWNTransportation
397.9M shares on issueASX (delayed) · snapshot 11 Sept 2026403.6M fully diluted+1.4% if every option and right converts$0.29price · delayed$115.4Mmarket cap · indicative

Today’s holders own 98.6% of what they think they own, once every option and right converts.

Moderate
Dilution risk

Share count grew 26% in 24 months; 2 cash raises in 24 months

MinimalVery high
Absolute levels — not a ranking against other companies.
Cash runwayno data — not a quarterly (4C/5B) cash filer
Share-count growth (24m)26.2%
Raise cadence (24m)2 cash raises
Options & rights overhang1.4% of shares
In-the-money supplyno data — no exercise price on record
Pending proposed issuesnone

BHAGWAN MARINE LIMITED's ordinary share count grew 26.2% between February 2026 and September 2026, to 398M shares. The company raised capital twice in the past 24 months, for total disclosed proceeds of A$60.0M, with the most recent being a A$30.0M placement in February 2026. Options and rights on issue could convert into 6M new shares, representing 1.4% of the current share count, with none currently in the money; an expiry date for these securities is not on record. The company has not lodged a current quarterly cash report, so no funding-runway figure is disclosed. No proposed securities issues are pending.

AI-generated summary of this page's cited filings · updated 1 Sept 2026
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1.4%
Options & rights overhang
In-the-money supply · no stated strikes
2
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 397.9M per ASX (delayed) (snapshot 11 Sept 2026).
300M350M400MDec 24Oct 25Sept 26Cash raise · 4 Feb 2026Cash raise · 4 Feb 2026397.9M

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
1 Sept 20262A · quoted issueBWN : ORDINARY FULLY PAID397.9MAppendix 2A
20 July 20263H · cancellationBWN : ORDINARY FULLY PAID397.2MAppendix 3H
31 Mar 20262A · quoted issueBWN : ORDINARY FULLY PAID397.2MAppendix 2A
16 Feb 20262A · quoted issueBWN : ORDINARY FULLY PAID315.2MAppendix 2A
4 Nov 20253G · unquotedBWN : ORDINARY FULLY PAID275.2MAppendix 3G
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8 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

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

$30.0M
Placement
4 Feb 2026 COMPLETE
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2 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 4% of the 15% placement capacity left — about 96% used by Appendix 3B filings in the last 12 months (estimate, as at 2026-09-12). 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

1.4%
Options & rights overhang · of current shares
In-the-money supply · no stated strikes
5.7M
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 5.7M of it converts on something else — a hurdle that may never be met, or terms the filing does not price.

CodeSecurityTypeExercise priceExpiryOn issueSource
BWNABPerformance rightsCondition-triggered5.7MFiling 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.

1 class ceased in the last 12 months and is not counted above
The company’s own Appendix 2A restates each of these at zero. They are excluded from the overhang, the in-the-money supply and every figure on this page. Each count is the filing’s own count of securities in the class, not a share count — a 2A never states what one security converts into.
  • BWNAACondition-triggered784k securities → 01 Sept 2026 Appendix 2A
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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
1 Sept 2026Andrew WackettBuy371k689k3Y notice
1 Sept 2026Tracey HortonOther129k75k3Y notice
4 June 2026Loui KannikoskiBuy on-market352k$100k3Y notice
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14 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.