Companies / PLY

PLAYSIDE STUDIOS LIMITED

ASX:PLYMedia & Entertainment
453.8M shares on issueASX (delayed) · snapshot 11 Sept 2026476.8M fully diluted+5.1% if every option and right converts$0.13price · delayed$56.7Mmarket cap · indicative

Today’s holders own 95.2% of what they think they own, once every option and right converts.

Low
Dilution risk

Share count grew 11% in 24 months; 1 cash raise in 24 months; options/rights overhang 5% of shares

MinimalVery high
Absolute levels — not a ranking against other companies.
Cash runwayno data — no longer lodges quarterly cash reports (4C/5B)
Share-count growth (24m)10.7%
Raise cadence (24m)1 cash raise
Options & rights overhang5.1% of shares
In-the-money supply0.0% of shares
Pending proposed issuesnone

PLAYSIDE STUDIOS LIMITED had 454M shares outstanding as of December 2025. The company reported one capital raise in the past 24 months, a A$8.4M Placement (with SPP) in July 2025. Options and rights on issue could convert into 23M new shares, representing 5.1% of the current share count, with no options currently in the money; the nearest expiry is April 2030. The company no longer lodges quarterly cash reports, and therefore no cash balance or funding runway figure is available on that basis.

AI-generated summary of this page's cited filings · updated 4 Sept 2026
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5.1%
Options & rights overhang
0.0%
In-the-money supply
0
Raises · last 12 months
Cash cover · stale filings

Shares on issue — last 2 years

Ordinary shares on issue
Weekly counts from ASX records. Dots mark cash capital raises. Latest count 453.8M per ASX (delayed) (snapshot 11 Sept 2026).
410M420M430M440M450MDec 24Oct 25Sept 26Cash raise · 24 July 2025453.8M

Cash runway

stale Last quarterly cash report is more than 12 months old (quarter ended 31 Dec 2023) — runway is not computed from stale filings.
$83.6M cash after burn from the quarter ended 31 Dec 2023. Filed with the quarterly report: $6.6M cash at quarter end (item 4.6). Our figure above carries the filed quarter-end balance forward at the reported spend rate and adds announced raise proceeds.
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4 quarters on record — Cash runway history
Quarterly cash, net spend and cover trend from every Appendix 4C/5B on record up to 31 Dec 2023.
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Issuance timeline

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

DateFormSecurityOn issue, per this filingSource
3 Sept 20263H · cancellationPLY : ORDINARY FULLY PAID452.5MAppendix 3H
22 July 20262A · quoted issuePLY : ORDINARY FULLY PAID452.5MAppendix 2A
29 June 20263H · cancellationPLY : ORDINARY FULLY PAID451.5MAppendix 3H
19 May 20263H · cancellationORDINARY FULLY PAID451.5MAppendix 3H
14 Apr 20263G · unquotedORDINARY FULLY PAID451.5MAppendix 3G

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 (452.5M) need not equal the current count above (453.8M).

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21 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

1 cash raise in the last 24 months · 0 in the last 12 months

$8.4M
Placement (with SPP)
24 July 2025 COMPLETE
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2 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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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.

About 99% of the 15% placement capacity left — about 1% 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

5.1%
Options & rights overhang · of current shares
0.0%
In-the-money supply · at current price
22.9M
Potential new shares
Apr 2030
Nearest expiry
What this supply is, and what converts it
  • Price-triggered15.0M · 3.3% of shares
    Options and warrants — they convert when the share price clears their exercise price.
  • Condition-triggered7.9M · 1.7% 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: 15.0M priced, 7.9M 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
11.5M22.9M$0.13 now0.25× today ($0.03) — 0 of the priced supply in the money, 0.0% of shares on issue0.5× today ($0.06) — 0 of the priced supply in the money, 0.0% of shares on issue0.75× today ($0.09) — 0 of the priced supply in the money, 0.0% of shares on issue1× today ($0.13) — 0 of the priced supply in the money, 0.0% of shares on issue1.25× today ($0.16) — 0 of the priced supply in the money, 0.0% of shares on issue1.5× today ($0.19) — 0 of the priced supply in the money, 0.0% of shares on issue2× today ($0.25) — 0 of the priced supply in the money, 0.0% of shares on issue3× today ($0.38) — 10.0M of the priced supply in the money, 2.2% of shares on issue5× today ($0.63) — 10.0M of the priced supply in the money, 2.2% of shares on issue10× today ($1.25) — 15.0M of the priced supply in the money, 3.3% of shares on issue0.25×0.5×0.75×now1.25×1.5×10×

At $0.13 today, 0 securities are in the money (0.0% of shares on issue). No more priced supply until today’s price, which takes it to 10.0M (2.2% 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.
  • 7.9M (34.6% 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
PLYAFOptionsPrice-triggered$0.2722 Apr 203010.0MFiling
PLYAEOptionsPrice-triggered$0.8916 Nov 20325.0MFiling
PLYADPerformance rightsCondition-triggered7.9MFiling 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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3 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
16 June 2026Mark GoulopoulosBuy on-market400k$51k3Y notice
15 June 2026Mark GoulopoulosBuy on-market400k$51k3Y notice
12 June 2026Mark GoulopoulosBuy on-market400k$51k3Y notice
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18 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.