MINBOS RESOURCES LIMITED
ASX:MNBMaterialsToday’s holders own 70.8% of what they think they own, once every option and right converts.
Share count grew 78% in 24 months; 5 cash raises in 24 months; options/rights overhang 41% of shares
MINBOS RESOURCES LIMITED's ordinary share count grew 77.8% between July 2024 and October 2026, its latest share-count filing, to 1.56B shares. In the past 24 months the company completed 5 capital raises totalling A$20.2M, most recently a A$6.0M placement in July 2026. Options and rights on issue could convert into 644M new shares, representing 41.3% of current shares, with the nearest expiry in December 2026 and none in the money. The company's cash position as of the September 2026 quarter is disclosed, but no funding-runway estimate is provided because that quarter's spending was dominated by property, plant and equipment rather than operating costs. No proposed securities issues are pending.
Quick answers · 5
When did MNB last raise capital?
The last capital raise in Minbos Resources's filings is Placement of $6.0M announced 20 July 2026, one of 5 cash raises in 24 months.
How much placement capacity does MNB have left?
About 6% of the 15% placement capacity left, about 94% used in 12 months (estimate). Under ASX Listing Rule 7.1 a company may place up to 15% of its shares in 12 months without shareholder approval.
How much cash does MNB have?
In its quarterly cash report for the quarter ended 30 Sept 2026, Minbos Resources reported $5.3M of cash and estimated 12.9 quarters of funding available at its current rate of spending. That is the company's own estimate.
When do MNB's options expire?
Unexercised options and rights equal 41.3% of Minbos Resources's shares on issue; the nearest expiry is Dec 2026.
How much has MNB's share count grown?
Minbos Resources has 1.56B shares on issue as at 28 Oct 2026, up 77.8% over 24 months according to its Appendix 2A filings.
Shares on issue — last 2 years
Cash runway
Issuance timeline
Latest 5 filings (Appendix 2AThe form a company lodges to have new securities quoted on the ASX. It restates how many of each class are on issue. quoted issues, 3G unquoted, 3H cancellations)
| Date | Form | Security | On issue, per this filing | Source |
|---|---|---|---|---|
| 23 Oct 2026 | 2A · quoted issue | MNB : ORDINARY FULLY PAID | 1.56B | Appendix 2A |
| 1 Oct 2026 | 2A · quoted issue | MNB : ORDINARY FULLY PAID | 1.56B | Appendix 2A |
| 27 July 2026 | 2A · quoted issue | MNB : ORDINARY FULLY PAID | 1.34B | Appendix 2A |
| 8 May 2026 | 2A · quoted issue | MNB : ORDINARY FULLY PAID | 1.16B | Appendix 2A |
| 18 Mar 2026 | 2A · quoted issue | MNB : ORDINARY FULLY PAID | 1.16B | Appendix 2A |
Securities on issue over time
Ordinary shares and every option and rights class, month by month over two years. The top edge is the fully diluted count.
Capital raises
5 cash raises in the last 24 months · 3 in the last 12 months
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.
Placement capacity
How much stock a company can place without asking holders. Listing Rule 7.1 / 7.1ARule 7.1 lets a company issue up to 15% of its shares in 12 months without a shareholder vote. Rule 7.1A adds 10% for smaller companies whose holders approve it. allows 15% of ordinary securities in any 12 months, and every Appendix 3BNotice that a company proposes to issue new securities, such as a placement. The securities are not on issue until a later filing confirms it. states how much of it an issue uses.
Pending proposed issues
Options & convertible securities
An exercise price is on record for only 0.5% 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 $0.015 today. No more priced supply until 10× today’s price, which takes it to 3.3M (0.2% 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.
- 640.9M (99.5% 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.
| Code | Security | Type | Exercise price | Expiry | On issue | Source |
|---|---|---|---|---|---|---|
| MNBO | Options | Price-triggered, no exercise price stated | — | 20 Dec 2026 | 38.6M | Filing |
| MNBAH | Options | Price-triggered | $0.10 | 9 Apr 2027 | 3.3M | Filing |
| MNBOC | Options | Price-triggered, no exercise price stated | — | 15 Dec 2028 | 117.9M | Filing |
| MNBOD | Options | Price-triggered, no exercise price stated | — | 16 Mar 2029 | 484.5M | 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. For what expires soon across other listed companies, see the options expiry calendar.
Director dealings
| Date | Director | Type | Shares | Options | Other | Value | Source |
|---|---|---|---|---|---|---|---|
| 29 Sept 2026 | Mr Graeme Robertson | Buy placement | 13.3M | — | — | $200k | 3Y notice |
| 29 Sept 2026 | Mr Paul McKenzie | Buy placement | 6.7M | — | — | $100k | 3Y notice |
| 29 Sept 2026 | Mr Valentine Chitalu | Buy placement | 10.0M | — | — | $150k | 3Y notice |
Ownership
Latest announcements
Headlines link to the source PDFs on the ASX announcements platform. Data as of 28 Oct 2026.