Companies / LIT

LIVIUM LTD

ASX:LITMaterials
2.18B shares on issueASX (delayed) · snapshot 11 Sept 20263.32B fully diluted+52.5% if every option and right converts$0.008price · delayed$17.4Mmarket cap · indicative

Today’s holders own 65.6% of what they think they own, once every option and right converts.

Very high
Dilution risk

Share count grew 75% in 24 months; runway 2–4 quarters; 4 cash raises in 24 months

MinimalVery high
Absolute levels — not a ranking against other companies.
Cash runway2.1 quarters of funding
Share-count growth (24m)75.1%
Raise cadence (24m)4 cash raises
Options & rights overhang52.5% 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)

LIVIUM LTD's ordinary share count increased by 75.1% from September 2024 to September 2026, reaching 2.18B shares. Over the past 24 months, the company undertook four capital raises totalling A$24.3M, with the most recent being a A$9.6M placement in July 2026. Currently, options and rights represent a potential issuance of 1.14B new shares, which is 52.5% of the existing ordinary shares. The nearest expiry date for these options is April 2028. As of June 2026, the company held A$2.8M in cash reserves, which provides cover for approximately 2.1 quarters. Three proposed securities issues are pending, with the nearest proposed date in September 2026.

AI-generated summary of this page's cited filings · updated 11 Sept 2026
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52.5%
Options & rights overhang
In-the-money supply · most strikes not on record
2
Raises · last 12 months
2.1 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. Latest count 2.18B per ASX (delayed) (snapshot 11 Sept 2026).
1.50B1.75B2.00BDec 24Oct 25Sept 26Cash raise · 30 July 2026Cash raise · 14 Oct 2025Cash raise · 24 Feb 2025Cash raise · 18 Feb 20252.18B

Cash runway

2.1 qtrs
Two to four quarters of funding at the recent spend rate.
Funds operations to about Dec 2026 at the reported spend rate.
$2.8M 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: $2.3M cash at quarter end (item 4.6), 2.5 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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14 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
3 Sept 20262A · quoted issueLIT : ORDINARY FULLY PAID2.18BAppendix 2A
3 Aug 20262A · quoted issueLIT : ORDINARY FULLY PAID2.16BAppendix 2A
3 Aug 20263G · unquotedLIT : ORDINARY FULLY PAID2.06BAppendix 3G
29 June 20263H · cancellationLIT : ORDINARY FULLY PAID2.06BAppendix 3H
29 June 20262A · quoted issueLIT : ORDINARY FULLY PAID2.06BAppendix 2A
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44 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

4 cash raises in the last 24 months · 2 in the last 12 months

every 5.8 monthsaverage gap between raises
1.4 monthssince the most recent
18 Feb 202530 July 2026first to most recent in this window
$9.6M
Placement
30 July 2026 ACTIVE
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4 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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8 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 estimatethe filings already exceed 15% of the share count we can measure, which means securities were added to the base during the year that we cannot see. 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.
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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

52.5%
Options & rights overhang · of current shares
In-the-money supply · most strikes not on record
1.14B
Potential new shares
Apr 2028
Nearest expiry
What this supply is, and what converts it
  • Price-triggered1.04B · 47.8% of shares
    Options and warrants — they convert when the share price clears their exercise price.
    At least 892.0M of it states no exercise price — that much cannot be called in or out of the money.
  • Condition-triggered102.9M · 4.7% 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: 122.3M priced, 26.0M at a stated nil price, 994.9M 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
571.6M1.14B$0.008 now0.25× today ($0.002) — 0 of the priced supply in the money, 0.0% of shares on issue0.5× today ($0.004) — 0 of the priced supply in the money, 0.0% of shares on issue0.75× today ($0.006) — 0 of the priced supply in the money, 0.0% of shares on issue1× today ($0.008) — 0 of the priced supply in the money, 0.0% of shares on issue1.25× today ($0.010) — 0 of the priced supply in the money, 0.0% of shares on issue1.5× today ($0.012) — 0 of the priced supply in the money, 0.0% of shares on issue2× today ($0.016) — 83.3M of the priced supply in the money, 3.8% of shares on issue3× today ($0.024) — 83.3M of the priced supply in the money, 3.8% of shares on issue5× today ($0.040) — 122.3M of the priced supply in the money, 5.6% of shares on issue10× today ($0.080) — 122.3M of the priced supply in the money, 5.6% of shares on issue0.25×0.5×0.75×now1.25×1.5×10×

An exercise price is on record for only 10.9% 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 $0.008 today. At double today’s price it is 83.3M (3.8% 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.
  • 26.0M (2.3% of the supply above) states a nil exercise price — nothing is paid to convert it, so no share price switches it on or off. It is the flat band, and it is not part of the in-the-money figure.
  • 994.9M (87.0% 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
LITOCOptionsPrice-triggered28 Apr 2028892.0MFiling
LITAEOptionsPrice-triggered$0.03124 July 202839.0MFiling
LITAZOptionsPrice-triggeredNil31 Dec 20287.8MFiling
LITAYPerformance rightsCondition-triggered31 Dec 202839.4MFiling Meeting
LITAFOptionsPrice-triggeredNil31 Aug 202918.2MFiling
LITAGOptionsPrice-triggered$0.0123 Aug 203083.3MFiling
LITAXPerformance rightsCondition-triggered63.5MFiling 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
1 Dec 2025Simon LingeOther18.2M36.0M3Y notice
19 Oct 2025Phil ThickSell769k3Y notice
11 Aug 2025Phillip CampbellBuy on-market2.0M3Y notice
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8 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.