CONICO LTD
ASX:CNJMaterialsToday’s holders own 76.2% of what they think they own, once every option and right converts.
Share count grew 137% in 24 months; 4 cash raises in 24 months; options/rights overhang 31% of shares
Between July 2024 and February 2026, its latest share-count filing, CONICO LTD's ordinary share count grew 136.9% (adjusted for a 1-for-8 share consolidation in December 2025) to 652M shares. It raised capital four times in the 24-month window for total disclosed proceeds of A$6.9M, most recently a placement in February 2026. Options and rights on issue could convert into 204M new shares, equal to 31.2% of the current share count; none are in the money. The nearest expiry is December 2026. The company has more than 4 quarters of funding at the recent spend rate.
Quick answers · 2
How much cash does CNJ have?
In its quarterly cash report for the quarter ended 30 June 2026, Conico reported $2.5M of cash and estimated 16.1 quarters of funding available at its current rate of spending. That is the company's own estimate.
When do CNJ's options expire?
Unexercised options and rights equal 31.2% of Conico's shares on issue; the nearest expiry is Dec 2026.
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 |
|---|---|---|---|---|
| 17 Feb 2026 | 2A · quoted issue | CNJ : ORDINARY FULLY PAID | 652.0M | Appendix 2A |
| 22 Jan 2026 | 2A · quoted issue | CNJ : ORDINARY FULLY PAID | 635.7M | Appendix 2A |
| 15 Dec 2025 | 2A · quoted issue | CNJ : ORDINARY FULLY PAID | 317.9M | Appendix 2A |
| 1 Dec 2025 | 2A · quoted issue | CNJ : ORDINARY FULLY PAID | 2.24B | Appendix 2A |
| 1 Dec 2025 | 3G · unquoted | CNJ : ORDINARY FULLY PAID | 272.1M | 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
4 cash raises in the last 24 months · 3 in the last 12 months
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, 0 securities are in the money (0.0% of shares on issue). No more priced supply until 3× today’s price, which takes it to 200.0M (30.7% 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.
- 3.5M (1.7% 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 |
|---|---|---|---|---|---|---|
| CNJO | Options | Price-triggered, no exercise price stated | — | 31 Dec 2026 | 3.5M | Filing |
| CNJAD | Options | Price-triggered | $0.016 | 30 Nov 2029 | 200.0M | 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 |
|---|---|---|---|---|---|---|---|
| 15 Dec 2025 | Guy Le Page | Sell on-market | — | — | — | — | 3Y notice |
| 1 Dec 2025 | GREGORY HOWARD SOLOMON | Buy | 43.9M | 641k | — | — | 3Y notice |
| 1 Dec 2025 | Guy Le Page | Other | 51.2M | — | — | $50k | 3Y notice |
Ownership
Latest announcements
Headlines link to the source PDFs on the ASX announcements platform. Data as of 28 Oct 2026.