Companies / GDR

GOLDEN DRAGON MINING LTD

ASX:GDRMaterials
55.3M shares on issueASX (delayed) · snapshot 11 Sept 202672.3M fully diluted+30.7% if every option and right converts$0.18price · delayed$10.2Mmarket cap · indicative

Today’s holders own 76.5% of what they think they own, once every option and right converts.

Low
Dilution riskprovisional — limited history

Options/rights overhang 31% of shares; 1 cash raise in 24 months; proposed issue pending

MinimalVery high
Absolute levels — not a ranking against other companies.
Cash runway9.9 quarters of funding
Share-count growth (24m)0.0%
Raise cadence (24m)1 cash raiseexcludes announced events with no matching share-issuance (Appendix 2A) filing
Options & rights overhang30.7% 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)

GOLDEN DRAGON MINING LTD's ordinary share count stood at 55M as of August 2026. The share count series from ASX Appendix 2A filings ends prior to this date, so growth over the past 24 months is not stated. The company has raised capital once in the past 24 months, a A$2.2M placement in July 2026. Options and rights on issue could convert into 17M new shares, representing 30.7% of the current share count, none of which are in the money at present; the nearest expiry date is May 2028. As of the June 2026 quarter, the company reported A$4.7M in available cash, providing cover for approximately 9.9 quarters. One proposed securities issue (Appendix 3B) is pending, with an expected issue date in November 2026.

AI-generated summary of this page's cited filings · updated 10 Sept 2026
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30.7%
Options & rights overhang
In-the-money supply · most strikes not on record
1
Raises · last 12 months
9.9 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 55.3M per ASX (delayed) (snapshot 11 Sept 2026).
45M50M55MOct 25Apr 26Sept 26Cash raise · 24 July 202655.3M

Cash runway

9.9 qtrs
More than four quarters of funding at the recent spend rate.
Funds operations to about Dec 2028 at the reported spend rate.
$4.7M 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: $2.9M cash at quarter end (item 4.6), 6.1 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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3 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 2 filings (Appendix 2A quoted issues, 3G unquoted, 3H cancellations)

DateFormSecurityOn issue, per this filingSource
3 Sept 20262A · quoted issueGDR : ORDINARY FULLY PAID43.9MAppendix 2A
31 July 20262A · quoted issueGDR : ORDINARY FULLY PAID43.8MAppendix 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 (43.9M) need not equal the current count above (55.3M).

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2 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

1 cash raise in the last 24 months · 1 in the last 12 months

$2.2M
Placement
24 July 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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7 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 estimatethis company listed less than 12 months ago, so its 15% capacity is measured from its listing date rather than from a year back. 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

1 proposed issue pending — Appendix 3B lodged, securities not yet issued. New shares from these issues are not in the counts above until quoted.
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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

30.7%
Options & rights overhang · of current shares
In-the-money supply · most strikes not on record
17.0M
Potential new shares
May 2028
Nearest expiry
What this supply is, and what converts it
  • Price-triggered15.5M · 28.0% of shares
    Options and warrants — they convert when the share price clears their exercise price.
    At least 14.5M of it states no exercise price — that much cannot be called in or out of the money.
  • Condition-triggered1.5M · 2.7% 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: 1.0M priced, 16.0M 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
8.5M17.0M$0.18 now0.25× today ($0.05) — 0 of the priced supply in the money, 0.0% of shares on issue0.5× today ($0.09) — 0 of the priced supply in the money, 0.0% of shares on issue0.75× today ($0.14) — 0 of the priced supply in the money, 0.0% of shares on issue1× today ($0.18) — 0 of the priced supply in the money, 0.0% of shares on issue1.25× today ($0.23) — 0 of the priced supply in the money, 0.0% of shares on issue1.5× today ($0.28) — 0 of the priced supply in the money, 0.0% of shares on issue2× today ($0.37) — 1.0M of the priced supply in the money, 1.8% of shares on issue3× today ($0.55) — 1.0M of the priced supply in the money, 1.8% of shares on issue5× today ($0.93) — 1.0M of the priced supply in the money, 1.8% of shares on issue10× today ($1.85) — 1.0M of the priced supply in the money, 1.8% of shares on issue0.25×0.5×0.75×now1.25×1.5×10×

An exercise price is on record for only 5.9% 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 $0.18 today. At double today’s price it is 1.0M (1.8% 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.
  • 16.0M (94.1% 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
GDRAJOptionsPrice-triggered$0.309 May 20281.0MFiling
GDRADOptionsPrice-triggered8 Aug 20281.5MFiling
GDRAFOptionsPrice-triggered27 Oct 20283.0MFiling
GDRAEOptionsPrice-triggered27 Oct 20287.0MFiling
GDRAHOptionsPrice-triggered30 June 20291.0MFiling
GDRAGOptionsPrice-triggered30 June 20292.0MFiling
GDRAIPerformance rightsCondition-triggered1.5MFiling 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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7 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
12 May 2026Francesco CannavoBuy on-market60k3Y notice
26 Feb 2026Rhod GrivasBuy on-market206k2.0M$13k3Y notice
5 Nov 2025Zhi ('Sam') ZhengBuy on-market318k3.5M3Y notice
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3 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.