Companies / REC

RECHARGE METALS LIMITED

ASX:RECMaterials
1.12B shares on issueASX (delayed) · snapshot 11 Sept 20261.33B fully diluted+18.9% if every option and right converts$0.033price · delayed$37.0Mmarket cap · indicative

Today’s holders own 84.1% of what they think they own, once every option and right converts.

High
Dilution risk

Share count grew 1173% in 24 months; runway 4–8 quarters; options/rights overhang 19% of shares

MinimalVery high
Absolute levels — not a ranking against other companies.
Cash runway6.0 quarters of funding
Share-count growth (24m)1172.8%measured to the latest Appendix 2A, not to the share count above
Raise cadence (24m)1 cash raise
Options & rights overhang18.9% of shares
In-the-money supply8.0% of shares
Pending proposed issuesopen proposed issue (Appendix 3B)

RECHARGE METALS LIMITED's ordinary share count was 1.12B as of April 2026. The company had one capital raise in the past 24 months, a Placement and Non-Renounceable Rights Issue in February 2026 that raised A$6.0M, bringing the total raised in that period to A$6.0M. Options and rights on issue could convert into 212M new shares, representing 18.9% of the current share count, with 8% in the money; the nearest expiry is December 2027. As of the June 2026 quarter, the company reported A$4.9M in available cash, covering approximately 6.0 quarters of its recent expenditure. One proposed securities issue (Appendix 3B) is pending, with a nearest proposed date in June 2027.

AI-generated summary of this page's cited filings · updated 10 Sept 2026
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18.9%
Options & rights overhang
8.0%
In-the-money supply
1
Raises · last 12 months
6.0 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 1.12B per ASX (delayed) (snapshot 11 Sept 2026).
1.12BApr 26June 26Sept 261.12B

Cash runway

6.0 qtrs
More than four quarters of funding at the recent spend rate.
Funds operations to about Dec 2027 at the reported spend rate.
$4.9M 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: $5.6M cash at quarter end (item 4.6), 7.5 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
30 June 20263G · unquotedORDINARY FULLY PAID1.12BAppendix 3G
30 June 20263H · cancellationREC : ORDINARY FULLY PAID1.12BAppendix 3H
8 May 20263H · cancellationREC : ORDINARY FULLY PAID1.12BAppendix 3H
15 Apr 20262A · quoted issueREC : ORDINARY FULLY PAID1.78BAppendix 2A
6 Apr 20263G · unquotedREC : ORDINARY FULLY PAID257.0MAppendix 3G
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15 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 · 1 in the last 12 months

$6.0M
Placement and Non-Renounceable Rights Issue
17 Feb 2026
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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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5 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

1 proposed issue pending — Appendix 3B lodged, securities not yet issued. New shares from these issues are not in the counts above until quoted.
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1 pending issue on record — Pending issue detail
Size, price, fees, broker and placement-capacity usage for each pending issue.
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Options & convertible securities

18.9%
Options & rights overhang · of current shares
8.0%
In-the-money supply · at current price
211.5M
Potential new shares
Dec 2027
Nearest expiry
What this supply is, and what converts it
  • Price-triggered120.0M · 10.7% of shares
    Options and warrants — they convert when the share price clears their exercise price.
  • Condition-triggered91.5M · 8.2% 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: 95.0M priced (of which 90.0M in the money), 25.0M at a stated nil price, 91.5M 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.

What a price move would switch on
105.8M211.5M$0.033 now0.25× today ($0.008) — 0 of the priced supply in the money, 0.0% of shares on issue0.5× today ($0.017) — 0 of the priced supply in the money, 0.0% of shares on issue0.75× today ($0.025) — 90.0M of the priced supply in the money, 8.0% of shares on issue1× today ($0.033) — 90.0M of the priced supply in the money, 8.0% of shares on issue1.25× today ($0.041) — 90.0M of the priced supply in the money, 8.0% of shares on issue1.5× today ($0.050) — 90.0M of the priced supply in the money, 8.0% of shares on issue2× today ($0.066) — 92.5M of the priced supply in the money, 8.3% of shares on issue3× today ($0.099) — 95.0M of the priced supply in the money, 8.5% of shares on issue5× today ($0.165) — 95.0M of the priced supply in the money, 8.5% of shares on issue10× today ($0.330) — 95.0M of the priced supply in the money, 8.5% of shares on issue0.25×0.5×0.75×now1.25×1.5×10×

At $0.033 today, 90.0M securities are in the money (8.0% of shares on issue). At double today’s price it is 92.5M (8.3% 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.
  • 25.0M (11.8% of the supply above) states a nil exercise price — nothing is paid to convert it, so no share price switches it on or off. It is the flat band, and it is not part of the in-the-money figure.
  • 91.5M (43.3% 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
RECAJOptionsPrice-triggered$0.0609 Dec 20272.5MFiling
RECAKOptionsPrice-triggered$0.0909 Dec 20272.5MFiling
RECAPOptionsPrice-triggeredNil7 Apr 203125.0MFiling
RECAOOptionsPrice-triggered$0.0207 Apr 203190.0MFiling
RECAHPerformance rightsCondition-triggered91.5MFiling 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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5 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
7 Apr 2026Ben VallerineOther10.8M2.5M6.0M3Y notice
7 Apr 2026Chris ZielinskiOther placement5.0M2.5M3Y notice
7 Apr 2026Felicity RepacholiOther6.5M10.0M12.0M3Y 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.