KINGSGATE CONSOLIDATED LIMITED.

ASX:KCNMaterials

266.4M shares on issueASX (delayed) · snapshot 11 Sept 2026269.0M fully diluted+1.0% if every option and right converts$5.47price · delayed$1.46Bmarket cap · indicative

Today’s holders own 99.0% of what they think they own, once every option and right converts.

Minimal

Dilution risk

Proposed issue pending

Absolute levels — not a ranking against other companies.

Cash runwayno data — no longer lodges quarterly cash reports (4C/5B)

Share-count growth (24m)0.6%

Raise cadence (24m)0 cash raises

Options & rights overhang1.0% of shares

In-the-money supplyno data — no exercise price on record

Pending proposed issuesopen proposed issue (Appendix 3B)

KINGSGATE CONSOLIDATED LIMITED.'s ordinary share count was 266M as of September 2026, an increase of 0.6% since December 2025. The company has had no capital raises in the past 24 months and has no pending proposed securities issues. Options on issue could convert into 3M new shares, representing 1.0% of the current share count, with none currently in the money. An expiry date for these securities is not on record. The company no longer lodges quarterly cash reports, therefore no quarterly cash balance or funding runway figure is available.

AI-generated summary of this page's cited filings · updated 8 Sept 2026

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1.0%

Options & rights overhang

—

In-the-money supply · no stated strikes

Raises · last 12 months

—

Cash cover · stale filings

Shares on issue — last 2 years

Ordinary shares on issue

Weekly counts from ASX records. Dots mark cash capital raises. Latest count 266.4M per ASX (delayed) (snapshot 11 Sept 2026).

Cash runway

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stale Last quarterly cash report is more than 12 months old (quarter ended 30 June 2024) — runway is not computed from stale filings.

$80.4M cash after burn from the quarter ended 30 June 2024. Filed with the quarterly report: $3.9M cash at quarter end (item 4.6), 0.0 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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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 2024.

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Issuance timeline

Latest 5 filings (Appendix 2A quoted issues, 3G unquoted, 3H cancellations)

Date	Form	Security	On issue, per this filing	Source
7 Sept 2026	2A · quoted issue	KCN : ORDINARY FULLY PAID	266.4M	Appendix 2A
4 Sept 2026	3H · cancellation	KCN : ORDINARY FULLY PAID	266.0M	Appendix 3H
6 July 2026	3H · cancellation	KCN : ORDINARY FULLY PAID	266.0M	Appendix 3H
30 June 2026	3G · unquoted	KCN : ORDINARY FULLY PAID	266.0M	Appendix 3G
13 May 2026	3H · cancellation	KCN : ORDINARY FULLY PAID	266.0M	Appendix 3H

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9 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

No equity raises in the last 24 months.

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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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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 95% of the 15% placement capacity left — about 5% 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

No proposed issues (Appendix 3B) currently pending.

Options & convertible securities

1.0%

Options & rights overhang · of current shares

—

In-the-money supply · no stated strikes

2.6M

Potential new shares

—

Nearest expiry

What this supply is, and what converts it

Price-triggered1.9M · 0.7% of shares
Options and warrants — they convert when the share price clears their exercise price.
No exercise price is on record for any of it, so none of it can be called in or out of the money.
Condition-triggered748k · 0.3% 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: 0 priced, 2.6M 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

No option supply on record carries an exercise price to pay, so no share price switches any of it on. All 2.6M of it converts on something else — a hurdle that may never be met, or terms the filing does not price.

Code	Security	Type	Exercise price	Expiry	On issue	Source
KCNAD	Performance rights	Condition-triggered	—	—	748k	Filing Meeting
KCNAC	Warrants	Price-triggered	—	—	1.9M	Filing

“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.

1 class ceased in the last 12 months and is 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.

KCNAAPrice-triggered2.5M securities → 08 Jan 2026 Appendix 2A

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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

Date	Director	Type	Shares	Options	Other	Value	Source
29 June 2026	Ross Smyth-Kirk	Other off-market	1.5M	—	—	$427k	3Y notice
1 May 2026	Peter William Warren	Sell on-market	200k	—	—	—	3Y notice
27 Feb 2026	Peter William Warren	Sell on-market	260k	—	—	—	3Y notice