Companies / MRQ

MRG METALS LIMITED

ASX:MRQMaterials
3.35B shares on issueASX (delayed) · snapshot 11 Sept 20264.42B fully diluted+32.1% if every option and right converts$0.002price · delayed$6.7Mmarket cap · indicative

Today’s holders own 75.7% of what they think they own, once every option and right converts.

High
Dilution risk

Runway 2–4 quarters; share count grew 24% in 24 months; 4 cash raises in 24 months

MinimalVery high
Absolute levels — not a ranking against other companies.
Cash runway2.7 quarters of funding
Share-count growth (24m)23.5%
Raise cadence (24m)4 cash raises
Options & rights overhang32.1% of shares
In-the-money supplyno data — no exercise price on record
Pending proposed issuesopen proposed issue (Appendix 3B)

MRG METALS LIMITED's ordinary share count grew 23.5% between July 2024 and August 2026, reaching 3.35B shares. The company completed four capital raises totalling A$4.0M in the past 24 months, with the latest being a A$1.5M Placement and Share Purchase Plan in August 2026. Outstanding options and rights could potentially result in 1.07B new shares, representing 32.1% of the current share count, with the nearest expiry in August 2027. As of the June 2026 quarter, the company had A$1.3M in cash, sufficient for approximately 2.7 quarters of operations. A single proposed securities issue is pending, with an expected date in September 2026.

AI-generated summary of this page's cited filings · updated 8 Sept 2026
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32.1%
Options & rights overhang
In-the-money supply · no stated strikes
2
Raises · last 12 months
2.7 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 3.35B per ASX (delayed) (snapshot 11 Sept 2026).
2.75B3.00B3.25BDec 24Oct 25Sept 26Cash raise · 10 Aug 2026Cash raise · 18 Dec 2025Cash raise · 27 Aug 2025Cash raise · 17 July 20253.35B

Cash runway

2.7 qtrs
Two to four quarters of funding at the recent spend rate.
Funds operations to about Feb 2027 at the reported spend rate.
$1.3M 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: $255k cash at quarter end (item 4.6), 0.5 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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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
17 Aug 20262A · quoted issueMRQ : ORDINARY FULLY PAID3.35BAppendix 2A
24 Mar 20262A · quoted issueMRQ : ORDINARY FULLY PAID2.99BAppendix 2A
18 Jan 20262A · quoted issueMRQ : ORDINARY FULLY PAID2.96BAppendix 2A
12 Jan 20262A · quoted issueMRQ : ORDINARY FULLY PAID2.87BAppendix 2A
12 Jan 20262A · quoted issueMRQ : ORDINARY FULLY PAID2.88BAppendix 2A
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13 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 4.3 monthsaverage gap between raises
1.1 monthssince the most recent
17 July 202510 Aug 2026first to most recent in this window
$1.5M
Placement and Share Purchase Plan
10 Aug 2026 ACTIVE
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7 raises on record — Full raise history
Issue price, shares issued, brokers and stated purpose for every raise on record.
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Retail offer

An offer existing holders can take part in — the one structural advantage retail has in a raise. Dated recently and not yet recorded as complete.

Share purchase plan
dated 10 Aug 2026 · 33 days ago
Placement and Share Purchase Plan

Closing dates are not in the filings this site holds. Check the company's own announcement below before acting on this.

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Offer terms
The offer price, and how it compares with the last traded price.
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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.

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

1 proposed issue 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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1 pending issue on record — Pending issue detail
Size, price, fees, broker and placement-capacity usage for each pending issue.
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Options & convertible securities

32.1%
Options & rights overhang · of current shares
In-the-money supply · no stated strikes
1.07B
Potential new shares
Aug 2027
Nearest expiry
What this supply is, and what converts it
  • Price-triggered1.01B · 30.1% 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-triggered67.5M · 2.0% 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, 1.07B 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 1.07B of it converts on something else — a hurdle that may never be met, or terms the filing does not price.

CodeSecurityTypeExercise priceExpiryOn issueSource
MRQODOptionsPrice-triggered19 Aug 20271.01BFiling
MRQACPerformance rightsCondition-triggered67.5MFiling 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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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 Mar 2026CHRISTOPHER JORDAN GREGORYBuy6.0M6.0M3Y notice
25 Mar 2026ANDREW VAN DER ZWANBuy10.0M10.0M3Y notice
25 Mar 2026SHANE GORDON TURNERBuy2.0M2.0M3Y notice
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6 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.