Companies / SRN

SUREFIRE RESOURCES NL

ASX:SRNMaterials
181.2M shares on issueASX (delayed) · snapshot 11 Sept 2026240.6M fully diluted+32.8% if every option and right converts$0.025price · delayed$4.5Mmarket cap · indicative

Today’s holders own 75.3% of what they think they own, once every option and right converts.

High
Dilution risk

Runway under 2 quarters; share count grew 128% in 24 months; options/rights overhang 33% of shares

MinimalVery high
Absolute levels — not a ranking against other companies.
Cash runway1.4 quarters of funding
Share-count growth (24m)128.0%
Raise cadence (24m)1 cash raise
Options & rights overhang32.8% of shares
In-the-money supplyno data — no exercise price on record
Pending proposed issuesnone

SUREFIRE RESOURCES NL's ordinary share count grew 128.0% between March 2024 and May 2026, to 181M shares, adjusted for an approximately 1-for-25 share consolidation in May 2026. The company undertook one capital raise in the past 24 months, a Non-Renounceable Rights Issue in May 2025 raising A$2.5M, bringing the total disclosed proceeds in that period to A$2.5M. Options and rights on issue could convert into 59M new shares, equal to 32.8% of the current share count; none of these options are in the money at present, and the nearest expiry is November 2026. As of the June 2026 quarter, the company reported A$444K in available cash, representing approximately 1.4 quarters of funding based on its recent spending rate. No proposed securities issues are currently pending.

AI-generated summary of this page's cited filings · updated 11 Sept 2026
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32.8%
Options & rights overhang
In-the-money supply · no stated strikes
0
Raises · last 12 months
1.4 qtrs
Cash cover · under 2 quarters

Shares on issue — last 2 years

Ordinary shares on issue
Weekly counts from ASX records. Dots mark cash capital raises. Adjusted for the 1-for-25 consolidation (4 May 2026). Latest count 181.2M per ASX (delayed) (snapshot 11 Sept 2026).
75M100M125M150M175MDec 24Oct 25Sept 261-for-25 consolidationCash raise · 23 May 2025181.2M

Cash runway

1.4 qtrs
Less than two quarters of funding at the recent spend rate — near-term funding pressure.
Funds operations to about Oct 2026 at the reported spend rate.
$440k 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: $696k cash at quarter end (item 4.6), 2.2 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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10 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
28 May 20262A · quoted issueSRN : ORDINARY FULLY PAID181.2MAppendix 2A
26 May 20262A · quoted issueSRN : ORDINARY FULLY PAID168.0MAppendix 2A
9 Dec 20253H · cancellationSRN : ORDINARY FULLY PAID4.03BAppendix 3H
15 Oct 20252A · quoted issueSRN : ORDINARY FULLY PAID4.03BAppendix 2A
3 Oct 20252A · quoted issueSRN : ORDINARY FULLY PAID4.03BAppendix 2A
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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

$2.5M
Non-Renounceable Rights Issue
23 May 2025
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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.

No estimatea share consolidation inside the last 12 months puts the filings and the share count in different units.
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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

32.8%
Options & rights overhang · of current shares
In-the-money supply · no stated strikes
59.4M
Potential new shares
Nov 2026
Nearest expiry
What a price move would switch on

No option supply on record carries an exercise price to pay, so no share price switches any of it on. All 59.4M of it converts on something else — a hurdle that may never be met, or terms the filing does not price.

CodeSecurityTypeExercise priceExpiryOn issueSource
SRNODOptionsPrice-triggered30 Nov 202614.0MFiling
SRNOEOptionsPrice-triggered11 July 202745.4MFiling

“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 Aug 2026Roger SmithBuy on-market7k$1393Y notice
24 June 2026Roger SmithBuy on-market400k$9k3Y notice
28 May 2026Vladimir NikolaenkoOther13.2M$2.6M3Y notice
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13 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.