Companies / SS1

SUN SILVER LIMITED

ASX:SS1Materials
185.5M shares on issueASX (delayed) · snapshot 11 Sept 2026205.5M fully diluted+10.8% if every option and right converts$1.09price · delayed$203.1Mmarket cap · indicative

Today’s holders own 90.3% of what they think they own, once every option and right converts.

Moderate
Dilution risk

Share count grew 32% in 24 months; runway 4–8 quarters; 1 cash raise in 24 months

MinimalVery high
Absolute levels — not a ranking against other companies.
Cash runway4.5 quarters of funding
Share-count growth (24m)32.3%
Raise cadence (24m)1 cash raise
Options & rights overhang10.8% of shares
In-the-money supply1.9% of shares
Pending proposed issuesnone

SUN SILVER LIMITED's ordinary share count grew 118.4% between September 2024 and September 2026, reaching 186M shares. The company undertook one capital raise in the past 24 months, a A$30.0M placement in July 2025. Options and rights on issue represent potential for 20M new shares, which is 10.8% of the current share count, with 2% of these currently in the money; the nearest expiry date for these options is August 2027. As of the June 2026 quarter, the company held A$19.6M in cash, covering approximately 4.5 quarters of its operating expenses. No proposed securities issues are currently pending.

AI-generated summary of this page's cited filings · updated 11 Sept 2026
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10.8%
Options & rights overhang
1.9%
In-the-money supply · most strikes not on record
0
Raises · last 12 months
4.5 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 185.5M per ASX (delayed) (snapshot 11 Sept 2026).
150M160M170M180MDec 24Oct 25Sept 26Cash raise · 21 July 2025185.5M

Cash runway

4.5 qtrs
More than four quarters of funding at the recent spend rate.
Funds operations to about Aug 2027 at the reported spend rate.
$19.6M 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: $23.1M cash at quarter end (item 4.6), 5.3 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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9 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
8 Sept 20262A · quoted issueSS1 : ORDINARY FULLY PAID185.5MAppendix 2A
8 Sept 20263G · unquotedORDINARY FULLY PAID184.0MAppendix 3G
24 July 20263H · cancellationSS1 : ORDINARY FULLY PAID184.0MAppendix 3H
14 May 20262A · quoted issueSS1 : ORDINARY FULLY PAID184.0MAppendix 2A
11 May 20263G · unquotedORDINARY FULLY PAID138.4MAppendix 3G
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22 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

$30.0M
Placement
21 July 2025
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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.

3.5M of option supply could convert within 12 months1.9% of shares on issue
3.5M in the money, expiring in the window
Out-of-the-money options are excluded — at today’s price they expire rather than convert. So is condition-triggered supply, which has no expiry and no price, and convertibles that convert on their own terms rather than on a date.
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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.

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

No proposed issues (Appendix 3B) currently pending.

Options & convertible securities

10.8%
Options & rights overhang · of current shares
1.9%
In-the-money supply · most strikes not on record
20.0M
Potential new shares
Aug 2027
Nearest expiry
What this supply is, and what converts it
  • Price-triggered3.5M · 1.9% of shares
    Options and warrants — they convert when the share price clears their exercise price.
  • Condition-triggered16.5M · 8.9% 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: 3.5M priced (of which 3.5M in the money), 16.5M 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
10.0M20.0M$1.09 now0.25× today ($0.27) — 0 of the priced supply in the money, 0.0% of shares on issue0.5× today ($0.55) — 0 of the priced supply in the money, 0.0% of shares on issue0.75× today ($0.82) — 0 of the priced supply in the money, 0.0% of shares on issue1× today ($1.09) — 3.5M of the priced supply in the money, 1.9% of shares on issue1.25× today ($1.37) — 3.5M of the priced supply in the money, 1.9% of shares on issue1.5× today ($1.64) — 3.5M of the priced supply in the money, 1.9% of shares on issue2× today ($2.19) — 3.5M of the priced supply in the money, 1.9% of shares on issue3× today ($3.29) — 3.5M of the priced supply in the money, 1.9% of shares on issue5× today ($5.47) — 3.5M of the priced supply in the money, 1.9% of shares on issue10× today ($10.95) — 3.5M of the priced supply in the money, 1.9% of shares on issue0.25×0.5×0.75×now1.25×1.5×10×

At $1.09 today, 3.5M securities are in the money (1.9% of shares on issue) — a floor, because an exercise price is on record for only 17.5% of this supply. No price up to ten times today’s switches on any more priced supply.

  • 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.
  • 16.5M (82.5% 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
SS1AFOptionsPrice-triggered$1.0021 Aug 20273.5MFiling
SS1AGPerformance rightsCondition-triggered16.5MFiling 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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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
20 Aug 2026Andrew DornanSell3.5M$4.2M3Y notice
20 Feb 2026Andrew DornanOther incentive4.0M3Y notice
20 Feb 2026Shaun HardcastleOther incentive600k3Y notice
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6 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.