Companies / MX1

MICRO-X LIMITED

ASX:MX1Health Care Equipment & Services
752.4M shares on issueASX (delayed) · snapshot 11 Sept 2026801.6M fully diluted+6.5% if every option and right converts$0.018price · delayed$13.5Mmarket cap · indicative

Today’s holders own 93.9% of what they think they own, once every option and right converts.

High
Dilution risk

Runway under 2 quarters; share count grew 29% in 24 months; 4 cash raises in 24 months

MinimalVery high
Absolute levels — not a ranking against other companies.
Cash runway0.8 quarters of funding
Share-count growth (24m)29.4%
Raise cadence (24m)4 cash raises
Options & rights overhang6.5% of shares
In-the-money supplyno data — no exercise price on record
Pending proposed issuesopen proposed issue (Appendix 3B)

MICRO-X LIMITED's ordinary share count grew 29.4% between June 2024 and September 2026, to 752M shares. The company raised capital four times in the past 24 months for total disclosed proceeds of A$26.9M, most recently issuing convertible notes for A$8.0M in August 2026. Options on issue could convert into 49M new shares, equal to 6.5% of the current share count, with no stated expiry date. At the June 2026 quarter the company reported A$5.6M in available cash, covering approximately 0.8 quarters of its recent spending rate. No proposed securities issues are pending.

AI-generated summary of this page's cited filings · updated 11 Sept 2026
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6.5%
Options & rights overhang
In-the-money supply · no stated strikes
2
Raises · last 12 months
0.8 qtrs
Cash cover · under 2 quarters

Shares on issue — last 2 years

Ordinary shares on issue
Weekly counts from ASX records. Dots mark cash capital raises. Latest count 752.4M per ASX (delayed) (snapshot 11 Sept 2026).
600M650M700M750MDec 24Oct 25Sept 26Cash raise · 3 Aug 2026Cash raise · 15 Dec 2025Cash raise · 13 Feb 2025Cash raise · 30 Jan 2025752.4M

Cash runway

0.8 qtrs
Less than two quarters of funding at the recent spend rate — near-term funding pressure.
The latest quarterly report funded operations to about Aug 2026 — that date has passed, and no later report is on record.
$5.5M 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: $3.1M cash at quarter end (item 4.6), 1.0 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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15 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
9 Sept 20262A · quoted issueMX1 : ORDINARY FULLY PAID752.4MAppendix 2A
9 Sept 20263H · cancellationMX1 : ORDINARY FULLY PAID752.3MAppendix 3H
14 Aug 20262A · quoted issueMX1 : ORDINARY FULLY PAID752.3MAppendix 2A
14 Aug 20263H · cancellationMX1 : ORDINARY FULLY PAID748.0MAppendix 3H
12 Aug 20263G · unquotedMX1 : ORDINARY FULLY PAID748.0MAppendix 3G
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47 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 6 monthsaverage gap between raises
1.3 monthssince the most recent
30 Jan 20253 Aug 2026first to most recent in this window
$8.0M
Convertible Note Issue (Placement of unlisted convertible notes)
3 Aug 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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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 19% of the 15% placement capacity left — about 81% 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

6.5%
Options & rights overhang · of current shares
In-the-money supply · no stated strikes
49.2M
Potential new shares
Nearest expiry
What this supply is, and what converts it
  • Condition-triggered43.8M · 5.8% of shares
    Performance and incentive rights — they convert when a hurdle is met, not at a price, and can lapse to nothing.
  • Converts on terms5.3M · 0.7% of shares
    Convertibles with no exercise price — they convert on their own terms, so they are shares in all but name.

Exercise price on record: 0 priced, 49.2M 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 49.2M of it converts on something else — a hurdle that may never be met, or terms the filing does not price.

CodeSecurityTypeExercise priceExpiryOn issueSource
MX1AENotesConverts on terms5.3MFiling
MX1AGPerformance rightsCondition-triggered43.8MFiling 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
24 Apr 2026Patrick O'BrienOther placement2.5M3Y notice
13 Jan 2026Ilona MeyerSell incentive589k53k128k3Y notice
8 May 2025Andrew HartmannBuy placement357k3Y notice
8 May 2025Ilona MeyerBuy placement357k3Y notice
8 May 2025Jim McDowellBuy placement714k3Y notice
8 May 2025Jim McDowellBuy placement714k78k3Y notice
8 May 2025Patrick O'BrienBuy placement1.4M3Y 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.