NODESTREAM LTD
ASX:NS1Technology Hardware & EquipmentToday’s holders own 82.0% of what they think they own, once every option and right converts.
Runway 2–4 quarters; options/rights overhang 22% of shares; 1 cash raise in 24 months; since relisting as NS1; prior history under HTG not included
NODESTREAM LTD is trading as NS1 only since July 2026 after a rename from HTG; figures below cover only the period since the rename. The company has had no new share-issuance filings lodged since January 2024. As of July 2026, the company has 1.99B shares on issue. In the 24-month window, the company completed one capital raise, a A$6.5M placement in May 2026. Options and rights on issue could convert into 435M new shares, representing 21.9% of the current share count, with no options currently in the money; the nearest expiry is April 2027. At the June 2026 quarter, the company held A$3.5M in available cash, covering 2.3 quarters of operations.
Shares on issue — last 2 years
Cash runway
Issuance timeline
Latest 2 filings (Appendix 2A quoted issues, 3G unquoted, 3H cancellations)
| Date | Form | Security | On issue, per this filing | Source |
|---|---|---|---|---|
| 26 July 2026 | 2A · quoted issue | NS1 : ORDINARY FULLY PAID | 1.98B | Appendix 2A |
| 26 July 2026 | 2A · quoted issue | NS1 : ORDINARY FULLY PAID | 1.94B | Appendix 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 (1.98B) need not equal the current count above (1.99B).
Capital raises
1 cash raise in the last 24 months · 1 in the last 12 months · counted since relisting as NS1 (27 July 2026); prior history under HTG is not included
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 allows 15% of ordinary securities in any 12 months, and every Appendix 3B states how much of it an issue uses.
Pending proposed issues
Options & convertible securities
- Price-triggered354.0M · 17.8% of sharesOptions and warrants — they convert when the share price clears their exercise price.
- Condition-triggered75.0M · 3.8% of sharesPerformance and incentive rights — they convert when a hurdle is met, not at a price, and can lapse to nothing.
- Converts on terms5.5M · 0.3% of sharesConvertibles with no exercise price — they convert on their own terms, so they are shares in all but name.
Exercise price on record: 354.0M priced, 80.5M 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.
At $0.007 today, 0 securities are in the money (0.0% of shares on issue). No more priced supply until 3× today’s price, which takes it to 142.0M (7.2% 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.
- 80.5M (18.5% 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 |
|---|---|---|---|---|---|---|
| NS1AA | Options | Price-triggered | $0.030 | 26 Apr 2027 | 58.9M | Filing |
| NS1AS | Options | Price-triggered | $0.030 | 24 Sept 2027 | 32.6M | Filing |
| NS1AC | Options | Price-triggered | $0.020 | 22 Jan 2028 | 22.0M | Filing |
| NS1AT | Options | Price-triggered | $0.038 | 29 Mar 2028 | 18.5M | Filing |
| NS1AW | Options | Price-triggered | $0.025 | 20 Apr 2028 | 81.6M | Filing |
| NS1AD | Options | Price-triggered | $0.026 | 19 May 2028 | 17.8M | Filing |
| NS1AY | Options | Price-triggered | $0.020 | 23 July 2028 | 120.0M | Filing |
| NS1AU | Options | Price-triggered | $0.030 | 7 Oct 2028 | 1.5M | Filing |
| NS1AV | Options | Price-triggered | $0.030 | 19 Dec 2028 | 1.0M | Filing |
| NS1AG | Notes | Converts on terms | — | — | 5.5M | Filing |
| NS1AX | Performance rights | Condition-triggered | — | — | 75.0M | 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.
Director dealings
Ownership
Latest announcements
Headlines link to the source PDFs on the ASX announcements platform. Data as of 12 Sept 2026.