Companies / PXX

POLARX LIMITED

ASX:PXXMaterials
2.73B shares on issueASX (delayed) · snapshot 11 Sept 20262.94B fully diluted+7.7% if every option and right converts$0.024price · delayed$65.4Mmarket cap · indicative

Today’s holders own 92.8% of what they think they own, once every option and right converts.

Low
Dilution risk

Share count grew 15% in 24 months; 1 cash raise in 24 months; options/rights overhang 8% of shares

MinimalVery high
Absolute levels — not a ranking against other companies.
Cash runway25.9 quarters of funding
Share-count growth (24m)14.7%
Raise cadence (24m)1 cash raise
Options & rights overhang7.7% of shares
In-the-money supply0.0% of shares
Pending proposed issuesnone

POLARX LIMITED's ordinary share count grew 14.7% between August 2024 and February 2026, reaching 2.73B shares. In the past 24 months, the company has undertaken one capital raise, a placement in September 2025, which brought in A$5.1M. Options on issue represent a potential of 210M new shares, which is 7.7% of the current share count; none of these options are in the money, and the nearest expiry date is February 2029. As of June 2026, the company reported A$9.7M in cash, sufficient to cover 26.0 quarters of operating expenses. There are no proposed securities issues pending.

AI-generated summary of this page's cited filings · updated 3 Sept 2026
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7.7%
Options & rights overhang
0.0%
In-the-money supply
0
Raises · last 12 months
25.9 qtrs
Cash cover · over 4 quarters

Shares on issue — last 2 years

Ordinary shares on issue
Weekly counts from ASX records. Dots mark cash capital raises. Latest count 2.73B per ASX (delayed) (snapshot 11 Sept 2026).
2.4B2.5B2.6B2.7BDec 24Oct 25Sept 26Cash raise · 8 Sept 20252.73B

Cash runway

25.9 qtrs
More than four quarters of funding at the recent spend rate.
More than three years of funding at the reported spend rate — far enough out that a dated estimate would be false precision.
$9.7M 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: $10.0M cash at quarter end (item 4.6), 3.8 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
13 Aug 20263G · unquotedPXX : ORDINARY FULLY PAID2.73BAppendix 3G
12 Feb 20262A · quoted issuePXX : ORDINARY FULLY PAID2.73BAppendix 2A
10 Feb 20263G · unquotedPXX : ORDINARY FULLY PAID2.72BAppendix 3G
14 Jan 20262A · quoted issuePXX : ORDINARY FULLY PAID2.72BAppendix 2A
10 Dec 20253G · unquotedPXX : ORDINARY FULLY PAID2.72BAppendix 3G
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17 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

$5.1M
Placement
8 Sept 2025 COMPLETE
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5 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.

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.
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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

7.7%
Options & rights overhang · of current shares
0.0%
In-the-money supply · at current price
210.0M
Potential new shares
Feb 2029
Nearest expiry
What a price move would switch on
105.0M210.0M$0.024 now0.25× today ($0.006) — 0 of the priced supply in the money, 0.0% of shares on issue0.5× today ($0.012) — 0 of the priced supply in the money, 0.0% of shares on issue0.75× today ($0.018) — 0 of the priced supply in the money, 0.0% of shares on issue1× today ($0.024) — 0 of the priced supply in the money, 0.0% of shares on issue1.25× today ($0.030) — 0 of the priced supply in the money, 0.0% of shares on issue1.5× today ($0.036) — 210.0M of the priced supply in the money, 7.7% of shares on issue2× today ($0.048) — 210.0M of the priced supply in the money, 7.7% of shares on issue3× today ($0.072) — 210.0M of the priced supply in the money, 7.7% of shares on issue5× today ($0.120) — 210.0M of the priced supply in the money, 7.7% of shares on issue10× today ($0.240) — 210.0M of the priced supply in the money, 7.7% of shares on issue0.25×0.5×0.75×now1.25×1.5×10×

At $0.024 today, 0 securities are in the money (0.0% of shares on issue). No more priced supply until 1.5× today’s price, which takes it to 210.0M (7.7% 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.
CodeSecurityTypeExercise priceExpiryOn issueSource
PXXABOptionsPrice-triggered$0.0319 Feb 202930.0MFiling
PXXAAOptionsPrice-triggered$0.0312 Oct 2029180.0MFiling

“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.

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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
10 Dec 2025Charles Frazer TabeartOther incentive13.5M3Y notice
10 Dec 2025Jason BertonOther incentive22.0M54.0M3Y notice
10 Dec 2025Mark BojanjacOther incentive5.0M54.0M3Y notice
10 Dec 2025Robert BoazOther incentive13.5M3Y notice
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4 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.