Companies / DAI

DECIDR AI INDUSTRIES LTD

ASX:DAIFood, Beverage & Tobacco
354.9M shares on issueASX (delayed) · snapshot 28 Oct 2026402.2M fully diluted+13.3% if every option and right converts$0.27price · delayed$88.7MMarket capAt the previous close. On a day the price moves, shares × today’s price will differ. Prices delayed.

Today’s holders own 88.2% of what they think they own, once every option and right converts.

High
Dilution riskprovisional — limited history

Share count grew 106% in 24 months; runway 2–4 quarters; 7 cash raises in 24 months; since relisting as DAI; prior history under LV1 not included

MinimalVery high
Absolute levels — not a ranking against other companies.
Cash runway2.0 quarters of funding
Share-count growth (24m)106.4%since relisting as DAI; prior history under LV1 not included
Raise cadence (24m)7 cash raisessince relisting as DAI; prior history under LV1 not included
Options & rights overhang13.3% of shares
In-the-money supply4.2% of shares
Pending proposed issuesnone

DECIDR AI INDUSTRIES LTD's share count, since its rename in March 2025, grew 106.4% between April 2025 and October 2026, its latest share-count filing, to 355M shares. The company raised capital seven times in the past 24 months for total proceeds of A$46.0M, most recently a A$15.0M placement in May 2026. Options and rights could convert into 47M new shares, an overhang of 13.3% of current shares, with 4% in the money; nearest expiry December 2026. The company has 2 to 4 quarters of funding at the recent spend rate. No proposed securities issues are pending.

AI-generated summary of this page's cited filings · updated 21 Oct 2026
Quick answers · 4

When did DAI last raise capital?

The last capital raise in Decidr AI Industries's filings is Placement of $15.0M announced 6 May 2026, one of 3 cash raises in 24 months.

How much placement capacity does DAI have left?

None of the 15% placement capacity counted as used in the last 12 months (estimate). Under ASX Listing Rule 7.1 a company may place up to 15% of its shares in 12 months without shareholder approval.

How much cash does DAI have?

In its quarterly cash report for the quarter ended 30 June 2026, Decidr AI Industries reported $23.4M of cash and estimated 3.3 quarters of funding available at its current rate of spending. That is the company's own estimate.

When do DAI's options expire?

Unexercised options and rights equal 13.3% of Decidr AI Industries's shares on issue; the nearest expiry is Dec 2026.

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13.3%
Options & rights overhang
4.2%
In the moneyAn option whose exercise price is below the last closing share price, so converting it pays. These are the options most likely to become new shares soon. supply
1
Raises · last 12 months
2.0 qtrs
Cash cover · 2–4 quarters

Shares on issue — last 2 years

Ordinary shares on issue
Weekly counts from ASX records. Dots mark cash capital raises. Shown since relisting as DAI (10 Mar 2025); prior history under LV1 is not included. Latest count 354.9M per ASX (delayed) (snapshot 28 Oct 2026).
150M200M250M300M350MMar 25Jan 26Oct 26Cash raise · 6 May 2026Cash raise · 22 Sept 2025Cash raise · 21 Mar 2025354.9M

Cash runway

2.0 qtrs OURS
Two to four quarters of funding at the recent spend rate.
Funds operations to about Apr 2027 at the reported spend rate.
$13.9M cash after burn.
FILED 3.3 qtrs · $23.4M cash · quarter ended 30 June 2026
OURS our estimate, carried to todayOURSOur estimate for today. We take the cash in the company’s latest cash report, deduct spending since at its reported rate, and, for quarterly filers, add raises announced after it. It moves daily; announced money may not all be received yet.$23.4M cash at 30 Jun 2026 − $9.5M spent ($7.1M a quarter × 120 days) = $13.9M left → 2.0 qtrsFILED as the company reportedFILEDAs the company stated it in its latest cash report. Dated to the end of that period, it does not change until the next report.
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7 cash reports on record — Cash runway history
Cash, net spend and cover trend from every Appendix 4C/5B and 4D/4E on record up to 30 June 2026.
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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)

DateFormSecurityOn issue, per this filingSource
21 Oct 20262A · quoted issueDAI : ORDINARY FULLY PAID354.9MAppendix 2A
21 Oct 20263H · cancellationDAI : ORDINARY FULLY PAID352.5MAppendix 3H
23 Sept 20263G · unquotedDAI : ORDINARY FULLY PAID352.5MAppendix 3G
4 Aug 20262A · quoted issueDAI : ORDINARY FULLY PAID352.5MAppendix 2A
10 July 20263G · unquotedDAI : ORDINARY FULLY PAID352.2MAppendix 3G
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46 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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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.

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Securities on issue, by class
How the share count and each option and rights class moved, month by month, with every number in a table.
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Capital raises

3 cash raises in the last 24 months · 1 in the last 12 months · counted since relisting as DAI (10 Mar 2025); prior history under LV1 is not included

every 6.8 monthsaverage gap between raises
5.7 monthssince the most recent
21 Mar 2025 – 6 May 2026first to most recent in this window
$15.0M
Placement
6 May 2026 COMPLETE
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13 issues (incl. 9 exercises or conversions) 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.

14.9M of option supply could convert within 12 months — 4.2% of shares on issue
14.9M in the money, expiring in the window
Out-of-the-money options are excluded — at today’s price they expire rather than convert. So is condition-triggered supply, which has no expiry and no price, and convertibles that convert on their own terms rather than on a date.
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18 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 / 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.

No Appendix 3B in the last 12 months reports an issue under the 15% placement capacity (as at 2026-10-28).
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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

13.3%
Options & rights overhang · of current shares
4.2%
In-the-money supply · at current price
47.3M
Potential new shares
Dec 2026
Nearest expiry
What this supply is, and what converts it
  • Price-triggered45.0M · 12.7% of shares
    Options and warrants — they convert when the share price clears their exercise price.
  • Condition-triggered2.3M · 0.6% 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: 45.0M priced (of which 14.9M in the money), 2.3M 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
23.6M47.3M$0.27 now0.25× today ($0.07) — 0 of the priced supply in the money, 0.0% of shares on issue0.5× today ($0.14) — 14.9M of the priced supply in the money, 4.2% of shares on issue0.75× today ($0.20) — 14.9M of the priced supply in the money, 4.2% of shares on issue1× today ($0.27) — 14.9M of the priced supply in the money, 4.2% of shares on issue1.25× today ($0.34) — 14.9M of the priced supply in the money, 4.2% of shares on issue1.5× today ($0.41) — 14.9M of the priced supply in the money, 4.2% of shares on issue2× today ($0.54) — 14.9M of the priced supply in the money, 4.2% of shares on issue3× today ($0.81) — 19.4M of the priced supply in the money, 5.5% of shares on issue5× today ($1.35) — 21.0M of the priced supply in the money, 5.9% of shares on issue10× today ($2.70) — 37.5M of the priced supply in the money, 10.6% of shares on issue0.25×0.5×0.75×now1.25×1.5×2×3×5×10×

At $0.27 today, 14.9M securities are in the money (4.2% of shares on issue). No more priced supply until 3× today’s price, which takes it to 19.4M (5.5% 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.
  • 2.3M (4.8% 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.
  • 7.5M more carries an exercise price above ten times today’s — off the right of this axis, and in every total on this page.
CodeSecurityTypeExercise priceExpiryOn issueSource
DAIAMOptionsPrice-triggered$0.1029 Dec 20267.3MFiling
DAIANOptionsPrice-triggered$0.105 Jan 20272.0MFiling
DAIAQOptionsPrice-triggered$0.7512 June 20273.0MFiling
DAIAROptionsPrice-triggered$0.1027 June 20275.6MFiling
DAIAWOptionsPrice-triggered$0.7518 Dec 20271.0MFiling
DAIAZOptionsPrice-triggered$0.7517 Jan 2028200kFiling
DAIAAAOptionsPrice-triggered$1.0017 Jan 2028250kFiling
DAIAYOptionsPrice-triggered$1.2017 Jan 20281.0MFiling
DAIAABOptionsPrice-triggered$1.001 Mar 2028250kFiling
DAIAGOptionsPrice-triggered$0.7515 Sept 2028150kFiling
DAIABOptionsPrice-triggered$1.5018 Nov 20283.0MFiling
DAIASOptionsPrice-triggered$1.5018 Dec 20293.0MFiling
DAIAUOptionsPrice-triggered$2.0018 Dec 20294.5MFiling
DAIAVOptionsPrice-triggered$2.5018 Dec 20296.0MFiling
DAIATOptionsPrice-triggered$3.5018 Dec 20297.5MFiling
DAIACOptionsPrice-triggered$0.7524 Apr 2030150kFiling
DAIADOptionsPrice-triggered$1.0024 Apr 2030125kFiling
DAIAEOptionsPrice-triggered$1.5024 Apr 203020kFiling
DAIAAPerformance rightsCondition-triggered——2.3MFiling

“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.

2 classes ceased in the last 12 months and are 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.
  • DAIAXPrice-triggered1.5M securities → 021 Oct 2026 Appendix 2A
  • DAIAPPrice-triggered246k securities → 019 May 2026 Appendix 2A
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19 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
10 Sept 2026David BrudenellOther on-market172k20.0M——3Y notice
9 Sept 2026David BrudenellOther on-market172k20.0M——3Y notice
18 Nov 2025Adrian BunterOther incentive—1.5M——3Y notice
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4 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

21 Oct 2026Notification of cessation of securities - DAI
21 Oct 2026Cleansing Notice
21 Oct 2026Application for quotation of securities - DAI
20 Oct 2026Notice of Annual General Meeting/Proxy Form
19 Oct 2026North American Leadership and Operating Model Update
30 Sept 2026Change of Financial Year End
30 Sept 2026Appendix 4G & Corporate Governance Statement
30 Sept 2026Annual Report to shareholders
24 Sept 2026Decidr & CareerOne Extend Partnership into 3rd Year
23 Sept 2026Notification regarding unquoted securities - DAI
18 Sept 2026Investor Presentation
16 Sept 2026Investor Webinar
11 Sept 2026Change of Director's Interest Notice
31 Aug 2026$PFY26 Preliminary Results & Year in Review
31 Aug 2026$PPreliminary Final Report
18 Aug 2026Sugarwork Appoints CEO
6 Aug 2026Q4 FY26 Investor Webinar Presentation
4 Aug 2026Cleansing Notice
4 Aug 2026Application for quotation of securities - DAI
31 July 2026$PJune 2026 Quarterly Business Review & Appendix 4C

Headlines link to the source PDFs on the ASX announcements platform. Data as of 28 Oct 2026.