Companies / SNL

SUPPLY NETWORK LIMITED

ASX:SNLConsumer Discretionary Distribution & Retail
43.9M shares on issueASX (delayed) · snapshot 28 Oct 202643.9M fully diluted+0.0% if every option and right converts$34.31price · delayed$1.53BMarket capAt the previous close. On a day the price moves, shares × today’s price will differ. Prices delayed.
Minimal
Dilution risk

No major dilution pressure signals in current disclosures

MinimalVery high
Absolute levels — not a ranking against other companies.
Cash runwaycash-generative (no net burn)
Share-count growth (24m)1.7%
Raise cadence (24m)0 cash raises
Options & rights overhang0.0% of shares
In-the-money supply0.0% of shares
Pending proposed issuesnone

SUPPLY NETWORK LIMITED's ordinary share count was 44M as of August 2026, an increase of 1.7% since October 2024. The company has not conducted any capital raisings in the past 24 months. Its latest cash report is a 12‑month half‑year/annual report for the period ended June 2026, not a quarterly report; that report shows non‑negative net cash flow, so no funding‑runway figure applies. No proposed securities issues are currently pending. No options or rights data was disclosed in the share‑count filings reviewed.

AI-generated summary of this page's cited filings · updated 17 Oct 2026
Quick answers · 2

How much placement capacity does SNL have left?

None of the 15% placement capacity counted as used in the last 12 months (estimate). Under ASX Listing Rule 7.1 a company may place up to 15% of its shares in 12 months without shareholder approval.

How much has SNL's share count grown?

Supply Network has 43.9M shares on issue as at 28 Oct 2026, up 1.7% over 24 months according to its Appendix 2A filings.

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0.0%
Options & rights overhang
0.0%
In the moneyAn option whose exercise price is below the last closing share price, so converting it pays. These are the options most likely to become new shares soon. supply
0
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 43.9M per ASX (delayed) (snapshot 28 Oct 2026).
43.25M43.50M43.75MDec 24Nov 25Oct 2643.9M

Cash runway

—
The latest annual report shows no net cash burn, so there is no cash-out date.
$17.9M cash after burn · operating cash flow only.
FILED $17.9M cash · year ended 30 June 2026
OURS our estimate, carried to todayOURSOur estimate for today. We take the cash in the company’s latest cash report, deduct spending since at its reported rate, and, for quarterly filers, add raises announced after it. It moves daily; announced money may not all be received yet.$17.9M cash at 30 Jun 2026 = $17.9M left (no net burn, so nothing is deducted)FILED as the company reportedFILEDAs the company stated it in its latest cash report. Dated to the end of that period, it does not change until the next report.
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1 cash report on record — Cash runway history
Cash, net spend and cover trend from every Appendix 4C/5B and 4D/4E on record up to 30 June 2026.
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Issuance timeline

Latest 5 filings (Appendix 2AThe form a company lodges to have new securities quoted on the ASX. It restates how many of each class are on issue. quoted issues, 3G unquoted, 3H cancellations)

DateFormSecurityOn issue, per this filingSource
24 Aug 20262A · quoted issueSNL : ORDINARY FULLY PAID43.9MAppendix 2A
6 Aug 20263H · cancellationSNL : ORDINARY FULLY PAID43.8MAppendix 3H
2 Oct 20252A · quoted issueSNL : ORDINARY FULLY PAID43.8MAppendix 2A
8 Apr 20252A · quoted issueSNL : ORDINARY FULLY PAID43.5MAppendix 2A
3 Oct 20242A · quoted issueSNL : ORDINARY FULLY PAID43.1MAppendix 2A
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7 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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Securities on issue over time

Ordinary shares and every option and rights class, month by month over two years. The top edge is the fully diluted count.

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Securities on issue, by class
How the share count and each option and rights class moved, month by month, with every number in a table.
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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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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 / 7.1ARule 7.1 lets a company issue up to 15% of its shares in 12 months without a shareholder vote. Rule 7.1A adds 10% for smaller companies whose holders approve it. allows 15% of ordinary securities in any 12 months, and every Appendix 3BNotice that a company proposes to issue new securities, such as a placement. The securities are not on issue until a later filing confirms it. 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 2026-10-28).
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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

No options or rights over unissued shares on record.
1 class ceased in the last 12 months
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.
  • SNLABCondition-triggered114k securities → 024 Aug 2026 Appendix 2A

Director dealings

DateDirectorTypeSharesOptionsOtherValueSource
24 Aug 2026G D H StewartOther incentive61k———3Y notice
25 Feb 2026Karen Leslie PhinBuy on-market3k——$353Y notice
2 Oct 2025G D H StewartOther DRP7k———3Y notice
2 Oct 2025G J ForsythOther DRP123k———3Y notice
2 Oct 2025P W GillOther DRP2k———3Y notice
2 Oct 2025P W McKenzieOther DRP35k———3Y notice
2 Oct 2025R D FraserOther DRP2k———3Y notice
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21 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 28 Oct 2026.