RED SKY ENERGY LIMITED.

ASX:ROGEnergy

10.57B shares on issueASX (delayed) · snapshot 11 Sept 202612.36B fully diluted+17.0% if every option and right converts$0.001price · delayed$10.6Mmarket cap · indicative

Today’s holders own 85.5% of what they think they own, once every option and right converts.

Moderate

Dilution risk

Share count grew 95% in 24 months; 3 cash raises in 24 months; options/rights overhang 17% of shares

Absolute levels — not a ranking against other companies.

Cash runwaycash-generative (no net burn)

Share-count growth (24m)94.9%

Raise cadence (24m)3 cash raises

Options & rights overhang17.0% of shares

In-the-money supply0.0% of shares

Pending proposed issuesopen proposed issue (Appendix 3B)

RED SKY ENERGY LIMITED.'s ordinary share count grew 94.9% between February 2024 and June 2026, reaching 10.57B shares. In the past 24 months, the company has raised capital three times, with total disclosed proceeds of A$10.3M, including a placement in June 2026. There are options and rights on issue that could convert into 1.79B new shares, representing 17.0% of the current share count, with the nearest expiry in June 2029. As of the June 2026 quarter, the company held A$6.5M in available cash, and reported positive net cash flow for that period, meaning no funding-runway figure applies. No proposed securities issues are currently pending.

AI-generated summary of this page's cited filings · updated 7 Sept 2026

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17.0%

Options & rights overhang

0.0%

In-the-money supply

Raises · last 12 months

No net burn

Cash cover · cash-generative

Shares on issue — last 2 years

Ordinary shares on issue

Weekly counts from ASX records. Dots mark cash capital raises. Latest count 10.57B per ASX (delayed) (snapshot 11 Sept 2026).

Cash runway

—

The latest quarterly report shows no net cash burn, so there is no cash-out date.

$6.5M 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: $6.2M 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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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)

Date	Form	Security	On issue, per this filing	Source
2 July 2026	3H · cancellation	ROG : ORDINARY FULLY PAID	10.57B	Appendix 3H
11 June 2026	2A · quoted issue	ROG : ORDINARY FULLY PAID	10.57B	Appendix 2A
11 June 2026	3G · unquoted	ROG : ORDINARY FULLY PAID	10.37B	Appendix 3G
25 May 2026	2A · quoted issue	ROG : ORDINARY FULLY PAID	10.37B	Appendix 2A
13 Apr 2026	2A · quoted issue	ROG : ORDINARY FULLY PAID	6.22B	Appendix 2A

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6 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

3 cash raises in the last 24 months · 3 in the last 12 months

every 1.5 monthsaverage gap between raises

2.6 monthssince the most recent

27 Mar 2026 – 26 June 2026first to most recent in this window

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Placement

26 June 2026 ACTIVE

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3 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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1 dated event 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 83% of the 15% placement capacity left — about 17% 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

17.0%

Options & rights overhang · of current shares

0.0%

In-the-money supply · at current price

1.79B

Potential new shares

June 2029

Nearest expiry

What a price move would switch on

At $0.0010 today, 0 securities are in the money (0.0% of shares on issue). No more priced supply until 5× today’s price, which takes it to 1.79B (17.0% 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.

Code	Security	Type	Exercise price	Expiry	On issue	Source
ROGAF	Options	Price-triggered	$0.003	10 June 2029	1.79B	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.

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.

ROGACCondition-triggered450.0M securities → 02 July 2026 Appendix 2A

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1 option line 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

Date	Director	Type	Shares	Options	Other	Value	Source
2 July 2026	Adrien Wing	Other incentive	338.8M	149.3M	100.0M	—	3Y notice
2 July 2026	Andrew Knox	Other incentive	814.4M	109.9M	175.0M	—	3Y notice
2 July 2026	Robert Annells	Other incentive	34.4M	—	100.0M	—	3Y notice