Companies / GA8

GOLDARC RESOURCES LIMITED

ASX:GA8Materials
701.6M shares on issueASX (delayed) · snapshot 11 Sept 2026988.0M fully diluted+40.8% if every option and right converts$0.056price · delayed$39.3Mmarket cap · indicative

Today’s holders own 71.0% of what they think they own, once every option and right converts.

Very high
Dilution riskprovisional — limited history

Runway under 2 quarters; share count grew 22% in 24 months; 3 cash raises in 24 months; since relisting as GA8; prior history under ASR not included

MinimalVery high
Absolute levels — not a ranking against other companies.
Cash runway0.9 quarters of funding
Share-count growth (24m)21.9%measured to the latest Appendix 2A, not to the share count above; since relisting as GA8; prior history under ASR not included
Raise cadence (24m)3 cash raisessince relisting as GA8; prior history under ASR not included
Options & rights overhang40.8% of shares
In-the-money supplyno data — an exercise price is on record for a minority of the supply
Pending proposed issuesopen proposed issue (Appendix 3B)

GOLDARC RESOURCES LIMITED began trading under its current name in September 2025. Its ordinary share count was 702M as of June 2026. Since September 2025, the company has raised capital three times, for total disclosed proceeds of A$10.5M, most recently a A$7.2M placement in May 2026. Options and rights on issue could convert into 286M new shares, equal to 40.8% of the current share count, with the nearest expiry in September 2027; none are currently in the money. At the June 2026 quarter the company reported A$2.2M in available cash, covering 0.9 quarters of funding at its recent spending rate. Two proposed securities issues are pending, with the nearest expected issue date in October 2026.

AI-generated summary of this page's cited filings · updated 11 Sept 2026
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40.8%
Options & rights overhang
In-the-money supply · most strikes not on record
2
Raises · last 12 months
0.9 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. Shown since relisting as GA8 (15 Sept 2025); prior history under ASR is not included. Latest count 701.6M per ASX (delayed) (snapshot 11 Sept 2026).
600M650M700MSept 25Mar 26Sept 26Cash raise · 12 May 2026Cash raise · 11 Dec 2025701.6M

Cash runway

0.9 qtrs
Less than two quarters of funding at the recent spend rate — near-term funding pressure.
The latest quarterly report funded operations to about Sept 2026 — that date has passed, and no later report is on record.
$2.2M 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: $4.2M cash at quarter end (item 4.6), 2.8 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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4 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
30 June 20262A · quoted issueGA8 : ORDINARY FULLY PAID688.5MAppendix 2A
30 June 20262A · quoted issueGA8 : ORDINARY FULLY PAID698.0MAppendix 2A
24 June 20263H · cancellationGA8 : ORDINARY FULLY PAID685.0MAppendix 3H
22 May 20262A · quoted issueGA8 : ORDINARY FULLY PAID670.4MAppendix 2A
22 May 20262A · quoted issueGA8 : ORDINARY FULLY PAID587.6MAppendix 2A

Each filing states the count for the security it names, as at its own reference date and in the units of that filing — so the newest row (688.5M) need not equal the current count above (701.6M).

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11 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

3 cash raises in the last 24 months · 2 in the last 12 months · counted since relisting as GA8 (15 Sept 2025); prior history under ASR is not included

every 4.2 monthsaverage gap between raises
4 monthssince the most recent
28 Aug 202512 May 2026first to most recent in this window
$7.2M
Placement
12 May 2026 ACTIVE
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8 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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4 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.

No estimateno share count old enough to measure 15% of. The company has also placed under the additional 10% (Listing Rule 7.1A), which is not counted in this figure.
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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

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

40.8%
Options & rights overhang · of current shares
In-the-money supply · most strikes not on record
286.4M
Potential new shares
Sept 2027
Nearest expiry
What this supply is, and what converts it
  • Price-triggered252.8M · 36.0% of shares
    Options and warrants — they convert when the share price clears their exercise price.
    At least 200.3M of it states no exercise price — that much cannot be called in or out of the money.
  • Condition-triggered33.7M · 4.8% 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: 52.4M priced, 234.0M 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
143.2M286.4M$0.056 now0.25× today ($0.014) — 0 of the priced supply in the money, 0.0% of shares on issue0.5× today ($0.028) — 0 of the priced supply in the money, 0.0% of shares on issue0.75× today ($0.042) — 0 of the priced supply in the money, 0.0% of shares on issue1× today ($0.056) — 0 of the priced supply in the money, 0.0% of shares on issue1.25× today ($0.070) — 0 of the priced supply in the money, 0.0% of shares on issue1.5× today ($0.084) — 0 of the priced supply in the money, 0.0% of shares on issue2× today ($0.112) — 52.4M of the priced supply in the money, 7.5% of shares on issue3× today ($0.168) — 52.4M of the priced supply in the money, 7.5% of shares on issue5× today ($0.280) — 52.4M of the priced supply in the money, 7.5% of shares on issue10× today ($0.560) — 52.4M of the priced supply in the money, 7.5% of shares on issue0.25×0.5×0.75×now1.25×1.5×10×

An exercise price is on record for only 18.3% of this supply, so what is in the money today is not a measurement — the tile above reads “—” for that reason. Of the priced supply, 0 is in the money at $0.056 today. At double today’s price it is 52.4M (7.5% 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.
  • 234.0M (81.7% 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.
CodeSecurityTypeExercise priceExpiryOn issueSource
GA8AGOptionsPrice-triggered$0.102 Sept 202752.4MFiling
GA8OCOptionsPrice-triggered30 June 2028200.3MFiling
GA8AHPerformance rightsCondition-triggered33.7MFiling 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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3 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
5 June 2026Mr Paul StephenSell off-market$55k3Y notice
5 June 2026Mr Paul SummersBuy off-market393k1.6M5.0M$28k3Y notice
5 June 2026Mr Zbigniew (Ziggy) Waldemar LubienieckiBuy off-market393k300k7.5M$28k3Y 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.