Companies / IND

INDUSTRIAL MINERALS LTD

ASX:INDMaterials
162.7M shares on issueASX (delayed) · snapshot 11 Sept 2026174.7M fully diluted+7.4% if every option and right converts$0.10price · delayed$16.3Mmarket cap · indicative

Today’s holders own 93.1% of what they think they own, once every option and right converts.

Moderate
Dilution risk

Share count grew 84% in 24 months; 2 cash raises in 24 months; options/rights overhang 7% of shares

MinimalVery high
Absolute levels — not a ranking against other companies.
Cash runway10.1 quarters of funding
Share-count growth (24m)84.5%measured to the latest Appendix 2A, not to the share count above
Raise cadence (24m)2 cash raises
Options & rights overhang7.4% of shares
In-the-money supplyno data — an exercise price is on record for a minority of the supply
Pending proposed issuesnone

INDUSTRIAL MINERALS LTD had 163M shares outstanding as of August 2026. The company completed two capital raises totalling A$6.0M in the past 24 months, with the most recent being a A$3.0M placement in May 2026. Potential new shares from options on issue total 12M, representing 7.4% of the current share count, all of which are out-of-the-money and expire in November 2027. As of the June 2026 quarter, the company reported A$1.9M in cash, which provides approximately 10.1 quarters of operational funding. No proposed securities issues are currently pending.

AI-generated summary of this page's cited filings · updated 11 Sept 2026
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7.4%
Options & rights overhang
In-the-money supply · most strikes not on record
2
Raises · last 12 months
10.1 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 162.7M per ASX (delayed) (snapshot 11 Sept 2026).
75M100M125M150MDec 24Oct 25Sept 26Cash raise · 8 May 2026Cash raise · 8 May 2026162.7M

Cash runway

10.1 qtrs
More than four quarters of funding at the recent spend rate.
Funds operations to about Dec 2028 at the reported spend rate.
$1.9M 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: $2.1M cash at quarter end (item 4.6), 11.0 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 5 filings (Appendix 2A quoted issues, 3G unquoted, 3H cancellations)

DateFormSecurityOn issue, per this filingSource
27 Aug 20262A · quoted issueIND : ORDINARY FULLY PAID146.1MAppendix 2A
27 Aug 20263G · unquotedIND : ORDINARY FULLY PAID100.3MAppendix 3G
27 Aug 20263G · unquotedIND : ORDINARY FULLY PAID100.3MAppendix 3G
20 May 20262A · quoted issueIND : ORDINARY FULLY PAID100.3MAppendix 2A
1 Dec 20253H · cancellationORDINARY FULLY PAID80.3MAppendix 3H

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 (146.1M) need not equal the current count above (162.7M).

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12 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

$3.0M
Placement
8 May 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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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.

Under 1% of the 15% placement capacity left — about 99% used by Appendix 3B filings in the last 12 months (estimate, as at 2026-09-12). The company has also placed under the additional 10% (Listing Rule 7.1A), which is not counted in this figure. 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

No proposed issues (Appendix 3B) currently pending.

Options & convertible securities

7.4%
Options & rights overhang · of current shares
In-the-money supply · most strikes not on record
12.0M
Potential new shares
Nov 2027
Nearest expiry
What a price move would switch on
6.0M12.0M$0.10 now0.25× today ($0.03) — 0 of the priced supply in the money, 0.0% of shares on issue0.5× today ($0.05) — 0 of the priced supply in the money, 0.0% of shares on issue0.75× today ($0.08) — 0 of the priced supply in the money, 0.0% of shares on issue1× today ($0.10) — 0 of the priced supply in the money, 0.0% of shares on issue1.25× today ($0.13) — 0 of the priced supply in the money, 0.0% of shares on issue1.5× today ($0.15) — 0 of the priced supply in the money, 0.0% of shares on issue2× today ($0.20) — 0 of the priced supply in the money, 0.0% of shares on issue3× today ($0.30) — 5.3M of the priced supply in the money, 3.2% of shares on issue5× today ($0.50) — 5.3M of the priced supply in the money, 3.2% of shares on issue10× today ($1.00) — 5.3M of the priced supply in the money, 3.2% of shares on issue0.25×0.5×0.75×now1.25×1.5×10×

An exercise price is on record for only 43.7% 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 $0.10 today. No more priced supply until today’s price, which takes it to 5.3M (3.2% 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.
  • 6.8M (56.3% 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
INDOOptionsPrice-triggered11 Nov 20276.8MFiling
INDAEOptionsPrice-triggered$0.3030 Nov 20275.3MFiling

“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.

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2 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
27 Aug 2026ASHLEY PATTISONOther incentive781k250k1.4M$149k3Y notice
27 Aug 2026Jeffrey Michael SweetOther incentive2.4M1.8M1.4M$149k3Y notice
30 Nov 2025Jeffrey Michael SweetSell5.1M2.5M3Y notice
30 Nov 2025Melanie LeightonSell1.3M3Y notice
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18 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.