Companies / DAF

DISCOVERY ALASKA LIMITED

ASX:DAFMaterials
264.9M shares on issueASX (delayed) · snapshot 11 Sept 2026269.4M fully diluted+1.7% if every option and right converts$0.018price · delayed$4.8Mmarket cap · indicative

Today’s holders own 98.4% of what they think they own, once every option and right converts.

Low
Dilution risk

2 cash raises in 24 months; proposed issue pending

MinimalVery high
Absolute levels — not a ranking against other companies.
Cash runway74.3 quarters of funding
Share-count growth (24m)3.3%
Raise cadence (24m)2 cash raises
Options & rights overhang1.7% of shares
In-the-money supply0.0% of shares
Pending proposed issuesopen proposed issue (Appendix 3B)

DISCOVERY ALASKA LIMITED's ordinary share count grew 3.3% between February 2026 and August 2026, to 265M shares. The company raised capital twice in the past 24 months for total disclosed proceeds of A$1.3M, most recently a A$900K placement in August 2026. Options and rights on issue could convert into 4M new shares, equal to 1.7% of the current share count, with the nearest expiry in February 2029; none are currently in the money. At the June 2026 quarter the company reported A$1.2M in available cash, enough to cover 74.3 quarters of operations at its recent spending rate. One proposed securities issue (Appendix 3B) is pending, with an expected issue date in December 2026.

AI-generated summary of this page's cited filings · updated 8 Sept 2026
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1.7%
Options & rights overhang
0.0%
In-the-money supply
2
Raises · last 12 months
74.3 qtrs
Cash cover · over 4 quarters

Shares on issue — last 2 years

Ordinary shares on issue
Weekly counts from ASX records. Dots mark cash capital raises. Latest count 264.9M per ASX (delayed) (snapshot 11 Sept 2026).
240M250M260MDec 24Oct 25Sept 26Cash raise · 24 Aug 2026Cash raise · 6 Feb 2026264.9M

Cash runway

74.3 qtrs
More than four quarters of funding at the recent spend rate.
More than three years of funding at the reported spend rate — far enough out that a dated estimate would be false precision.
$1.2M 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: $316k cash at quarter end (item 4.6), 28.7 qtrs of funding on the company’s own estimate. 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 4 filings (Appendix 2A quoted issues, 3G unquoted, 3H cancellations)

DateFormSecurityOn issue, per this filingSource
31 Aug 20262A · quoted issueDAF : ORDINARY FULLY PAID264.9MAppendix 2A
4 Mar 20262A · quoted issueDAF : ORDINARY FULLY PAID258.4MAppendix 2A
11 Feb 20262A · quoted issueDAF : ORDINARY FULLY PAID256.4MAppendix 2A
11 Feb 20263G · unquotedDAF : ORDINARY FULLY PAID234.2MAppendix 3G
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4 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

every 6.5 monthsaverage gap between raises
0.6 monthssince the most recent
6 Feb 202624 Aug 2026first to most recent in this window
$900k
Placement
24 Aug 2026 ACTIVE
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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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2 dated events on record — 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 82% of the 15% placement capacity left — about 18% 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

1 proposed issue pending — Appendix 3B lodged, securities not yet issued. New shares from these issues are not in the counts above until quoted.
Paid plan
1 pending issue on record — Pending issue detail
Size, price, fees, broker and placement-capacity usage for each pending issue.
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Options & convertible securities

1.7%
Options & rights overhang · of current shares
0.0%
In-the-money supply · at current price
4.4M
Potential new shares
Feb 2029
Nearest expiry
What a price move would switch on
2.2M4.4M$0.018 now0.25× today ($0.004) — 0 of the priced supply in the money, 0.0% of shares on issue0.5× today ($0.009) — 0 of the priced supply in the money, 0.0% of shares on issue0.75× today ($0.013) — 0 of the priced supply in the money, 0.0% of shares on issue1× today ($0.018) — 0 of the priced supply in the money, 0.0% of shares on issue1.25× today ($0.022) — 0 of the priced supply in the money, 0.0% of shares on issue1.5× today ($0.027) — 0 of the priced supply in the money, 0.0% of shares on issue2× today ($0.036) — 0 of the priced supply in the money, 0.0% of shares on issue3× today ($0.054) — 4.4M of the priced supply in the money, 1.7% of shares on issue5× today ($0.090) — 4.4M of the priced supply in the money, 1.7% of shares on issue10× today ($0.180) — 4.4M of the priced supply in the money, 1.7% of shares on issue0.25×0.5×0.75×now1.25×1.5×10×

At $0.018 today, 0 securities are in the money (0.0% of shares on issue). No more priced supply until today’s price, which takes it to 4.4M (1.7% 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.
CodeSecurityTypeExercise priceExpiryOn issueSource
DAFABOptionsPrice-triggered$0.0509 Feb 20294.4MFiling

“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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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

No director dealing notices (Appendix 3Y) on record.
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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.