Companies / PCG

PENGANA CAPITAL GROUP LIMITED

ASX:PCGFinancial Services
97.8M shares on issueASX (delayed) · snapshot 11 Sept 2026115.1M fully diluted+17.6% if every option and right converts$0.71price · delayed$69.5Mmarket cap · indicative

Today’s holders own 85.0% of what they think they own, once every option and right converts.

Low
Dilution risk

Options/rights overhang 18% of shares

MinimalVery high
Absolute levels — not a ranking against other companies.
Cash runwayno data — not a quarterly (4C/5B) cash filer
Share-count growth (24m)-10.7%measured to the latest Appendix 2A, not to the share count above
Raise cadence (24m)0 cash raises
Options & rights overhang17.6% of shares
In-the-money supplyno data — an exercise price is on record for a minority of the supply
Pending proposed issuesnone

PENGANA CAPITAL GROUP LIMITED had 98M ordinary shares outstanding as of June 2026. The company has not raised capital in the past 24 months, nor are any proposed securities issues pending. Options and rights on issue could convert into 17M new shares, representing 17.6% of the current share count, with the nearest expiry in June 2029; none are currently in the money. A current quarterly cash report or funding runway figure is not on record. The provided share count series does not allow for a stated growth percentage over the past 24 months.

AI-generated summary of this page's cited filings · updated 1 Sept 2026
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17.6%
Options & rights overhang
In-the-money supply · most strikes not on record
0
Raises · last 12 months
Cash cover · not a quarterly filer

Shares on issue — last 2 years

Ordinary shares on issue
Weekly counts from ASX records. Dots mark cash capital raises. Latest count 97.8M per ASX (delayed) (snapshot 11 Sept 2026).
100M105M110MDec 24Oct 25Sept 2697.8M

Cash runway

Not a quarterly cash filer. This company does not lodge Appendix 4C/5B quarterly cash reports, so cash runway does not apply.

Issuance timeline

Latest 5 filings (Appendix 2A quoted issues, 3G unquoted, 3H cancellations)

DateFormSecurityOn issue, per this filingSource
10 June 20263H · cancellationPCG : ORDINARY FULLY PAID97.8MAppendix 3H
18 May 20263H · cancellationPCG : ORDINARY FULLY PAID97.9MAppendix 3H
14 Apr 20263H · cancellationPCG : ORDINARY FULLY PAID98.0MAppendix 3H
30 Mar 20263H · cancellationPCG : ORDINARY FULLY PAID98.0MAppendix 3H
9 Mar 20263G · unquotedORDINARY FULLY PAID99.0MAppendix 3G
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25 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

No equity raises in the last 24 months.
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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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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 Appendix 3B in the last 12 months reports an issue under the 15% placement capacity (as at 2026-09-12).
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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

17.6%
Options & rights overhang · of current shares
In-the-money supply · most strikes not on record
17.3M
Potential new shares
June 2029
Nearest expiry
What this supply is, and what converts it
  • Price-triggered5.6M · 5.7% of shares
    Options and warrants — they convert when the share price clears their exercise price.
  • Condition-triggered11.7M · 12.0% 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: 5.6M priced, 11.7M 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
8.6M17.3M$0.71 now0.25× today ($0.18) — 0 of the priced supply in the money, 0.0% of shares on issue0.5× today ($0.35) — 0 of the priced supply in the money, 0.0% of shares on issue0.75× today ($0.53) — 0 of the priced supply in the money, 0.0% of shares on issue1× today ($0.71) — 0 of the priced supply in the money, 0.0% of shares on issue1.25× today ($0.89) — 0 of the priced supply in the money, 0.0% of shares on issue1.5× today ($1.06) — 0 of the priced supply in the money, 0.0% of shares on issue2× today ($1.42) — 0 of the priced supply in the money, 0.0% of shares on issue3× today ($2.13) — 5.6M of the priced supply in the money, 5.7% of shares on issue5× today ($3.55) — 5.6M of the priced supply in the money, 5.7% of shares on issue10× today ($7.10) — 5.6M of the priced supply in the money, 5.7% of shares on issue0.25×0.5×0.75×now1.25×1.5×10×

An exercise price is on record for only 32.2% 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 $0.71 today. No more priced supply until today’s price, which takes it to 5.6M (5.7% 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.
  • 11.7M (67.8% 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
PCGAHOptionsPrice-triggered$1.4630 June 20293.1MFiling
PCGAJOptionsPrice-triggered$1.5430 June 20302.4MFiling
PCGACRightsCondition-triggered1.9MFiling Meeting
PCGAFPerformance rightsCondition-triggered9.8MFiling 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.

1 class ceased in the last 12 months and is not counted above
The company’s own Appendix 2A restates each of these at zero. They are excluded from the overhang, the in-the-money supply and every figure on this page. Each count is the filing’s own count of securities in the class, not a share count — a 2A never states what one security converts into.
  • PCGAICondition-triggered551k securities → 06 Mar 2026 Appendix 2A
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4 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
30 June 2026Russel Craig PillemerBuy on-market76k5.5M$74k3Y notice
30 June 2026Russel Craig PillemerBuy on-market147k$30k3Y notice
2 Mar 2026Brendan O'DeaOther incentive107k$83k3Y notice
2 Mar 2026David Frederick GrovesOther incentive188k188k$143Y notice
2 Mar 2026Jeremy Steven DunkelOther incentive121k$93k3Y notice
2 Mar 2026Kevin John EleyOther incentive134k$104k3Y notice
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25 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.