Companies / MPW

METAL POWDER WORKS LIMITED

ASX:MPWCapital Goods
150.1M shares on issueAppendix 2A · as of 11 Aug 2026216.6M fully diluted+44.3% if every option and right converts$1.48price · delayed$179.6Mmarket cap · indicative

Today’s holders own 69.3% of what they think they own, once every option and right converts.

Very high
Dilution riskprovisional — limited history

Share count grew 170% in 24 months; runway 2–4 quarters; 3 cash raises in 24 months; since relisting as MPW; prior history under KTG not included

MinimalVery high
Absolute levels — not a ranking against other companies.
Cash runway2.6 quarters of funding
Share-count growth (24m)169.8%since relisting as MPW; prior history under KTG not included
Raise cadence (24m)3 cash raisessince relisting as MPW; prior history under KTG not included
Options & rights overhang44.3% of shares
In-the-money supply6.5% of shares
Pending proposed issuesnone

METAL POWDER WORKS LIMITED's ordinary share count grew 118.1% between February 2025 and August 2026, to 121M shares. The company raised capital three times in the past 24 months, for total disclosed proceeds of A$15.0M, with the most recent raise being a non-pro rata offer (PDS) in December 2025. Options and rights on issue could convert into 66M new shares, equal to 54.8% of the current share count, of which 8% are in the money at the current share price; the nearest expiry falls in February 2028. At the June 2026 quarter the company reported A$8.3M in available cash, about 2.6 quarters of funding at its recent spending rate. No proposed securities issues are currently pending. The company's figures and history only cover the period since its rename to METAL POWDER WORKS LIMITED in February 2025.

AI-generated summary of this page's cited filings · updated 10 Sept 2026
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44.3%
Options & rights overhang
6.5%
In-the-money supply · most strikes not on record
2
Raises · last 12 months
2.6 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. Shown since relisting as MPW (24 Feb 2025); prior history under KTG is not included. Latest count 150.1M per Appendix 2A (filed 11 Aug 2026).
120M130M140M150MMar 25Dec 25Sept 26Cash raise · 24 Dec 2025Cash raise · 12 Sept 2025Cash raise · 4 Sept 2025

Cash runway

2.6 qtrs
Two to four quarters of funding at the recent spend rate.
Funds operations to about Feb 2027 at the reported spend rate.
$8.3M 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: $10.9M cash at quarter end (item 4.6), 3.9 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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6 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
11 Aug 20262A · quoted issueMPW : ORDINARY FULLY PAID121.4MAppendix 2A
29 May 20262A · quoted issueMPW : ORDINARY FULLY PAID121.3MAppendix 2A
1 May 20262A · quoted issueMPW : ORDINARY FULLY PAID121.2MAppendix 2A
14 Apr 20262A · quoted issueMPW : ORDINARY FULLY PAID121.2MAppendix 2A
18 Mar 20262A · quoted issueMPW : ORDINARY FULLY PAID121.0MAppendix 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 (121.4M) need not equal the current count above (150.1M).

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22 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

3 cash raises in the last 24 months · 2 in the last 12 months · counted since relisting as MPW (24 Feb 2025); prior history under KTG is not included

every 1.8 monthsaverage gap between raises
8.6 monthssince the most recent
4 Sept 202524 Dec 2025first to most recent in this window
Non-pro rata offer (PDS)
24 Dec 2025 COMPLETE
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6 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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4 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.

About 80% of the 15% placement capacity left — about 20% 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

44.3%
Options & rights overhang · of current shares
6.5%
In-the-money supply · most strikes not on record
66.4M
Potential new shares
Feb 2028
Nearest expiry
What this supply is, and what converts it
  • Price-triggered10.4M · 7.0% of shares
    Options and warrants — they convert when the share price clears their exercise price.
    At least 577k of it states no exercise price — that much cannot be called in or out of the money.
  • Condition-triggered56.0M · 37.3% 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: 9.8M priced (of which 9.8M in the money), 41k at a stated nil price, 56.6M 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
33.2M66.4M$1.48 now0.25× today ($0.37) — 9.8M of the priced supply in the money, 6.5% of shares on issue0.5× today ($0.74) — 9.8M of the priced supply in the money, 6.5% of shares on issue0.75× today ($1.11) — 9.8M of the priced supply in the money, 6.5% of shares on issue1× today ($1.48) — 9.8M of the priced supply in the money, 6.5% of shares on issue1.25× today ($1.85) — 9.8M of the priced supply in the money, 6.5% of shares on issue1.5× today ($2.22) — 9.8M of the priced supply in the money, 6.5% of shares on issue2× today ($2.96) — 9.8M of the priced supply in the money, 6.5% of shares on issue3× today ($4.44) — 9.8M of the priced supply in the money, 6.5% of shares on issue5× today ($7.40) — 9.8M of the priced supply in the money, 6.5% of shares on issue10× today ($14.80) — 9.8M of the priced supply in the money, 6.5% of shares on issue0.25×0.5×0.75×now1.25×1.5×10×

At $1.48 today, 9.8M securities are in the money (6.5% of shares on issue) — a floor, because an exercise price is on record for only 14.8% of this supply. No price up to ten times today’s switches on any more priced supply.

  • 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.
  • 41k (0.1% 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.
  • 56.6M (85.1% 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
MPWALOptionsPrice-triggered27 Feb 2028577kFiling
MPWAIOptionsPrice-triggered$0.1327 Feb 20285.6MFiling
MPWAKOptionsPrice-triggered$0.2627 Feb 20284.2MFiling
MPWAOOptionsPrice-triggeredNil30 Sept 203041kFiling
MPWAEPerformance rightsCondition-triggered6.0MFiling
MPWAMPerformance rightsCondition-triggered23.7MFiling
MPWANPerformance rightsCondition-triggered26.3MFiling

“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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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
29 June 2026John BarnesSell off-market376k$658k3Y notice
29 Dec 2025Bruno CampisiOther incentive125k600k3Y notice
29 Dec 2025Darryl AbotomeyOther incentive125k600k3Y notice
29 Dec 2025Jim McDowellOther incentive125k600k3Y notice
29 Dec 2025John BarnesOther incentive750k3.8M3Y notice
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10 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.