Companies / USM

UNION STAR METALS LTD

ASX:USMMaterials
575.5M shares on issueASX (delayed) · snapshot 11 Sept 2026931.9M fully diluted+61.9% if every option and right converts$0.009price · delayed$5.2Mmarket cap · indicative

Today’s holders own 61.8% of what they think they own, once every option and right converts.

Moderate
Dilution riskprovisional — limited history

Runway under 2 quarters; options/rights overhang 62% of shares; since relisting as USM; prior history under PVW not included

MinimalVery high
Absolute levels — not a ranking against other companies.
Cash runway0.2 quarters of funding
Share-count growth (24m)0.0%no issuance filings since 2024; since relisting as USM; prior history under PVW not included
Raise cadence (24m)0 cash raisesexcludes announced events with no matching share-issuance (Appendix 2A) filing; since relisting as USM; prior history under PVW not included
Options & rights overhang61.9% of shares
In-the-money supply0.0% of shares
Pending proposed issuesnone

UNION STAR METALS LTD was renamed from PVW and began trading as USM in March 2026. All figures presented cover only the period since this rename. As of July 2026, the company has 575M ordinary shares outstanding. There have been no new share-issuance filings lodged since January 2024, and no capital raises in the past 24 months. Options and rights on issue could convert into 356M new shares, representing 61.9% of the current share count; none are currently in the money, and the nearest expiry is October 2026. At the June 2026 quarter end, the company held A$140K in cash, sufficient for approximately 0.2 quarters of funding at 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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61.9%
Options & rights overhang
0.0%
In-the-money supply
0
Raises · last 12 months
0.2 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. Shown since relisting as USM (23 Mar 2026); prior history under PVW is not included. Latest count 575.5M per ASX (delayed) (snapshot 11 Sept 2026).
571M572M573M574M575MMar 26June 26Sept 26575.5M

Cash runway

0.2 qtrs
Less than two quarters of funding at the recent spend rate — near-term funding pressure.
The latest quarterly report funded operations to about July 2026 — that date has passed, and no later report is on record.
$134k 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: $601k cash at quarter end (item 4.6), 1.0 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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2 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 1 filings (Appendix 2A quoted issues, 3G unquoted, 3H cancellations)

DateFormSecurityOn issue, per this filingSource
31 July 20262A · quoted issueUSM : ORDINARY FULLY PAID575.5MAppendix 2A
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1 filing 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

No equity raises on record since relisting as USM (23 Mar 2026); prior history under PVW is not included.
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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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3 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 estimateno share count old enough to measure 15% of.
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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

61.9%
Options & rights overhang · of current shares
0.0%
In-the-money supply · at current price
356.5M
Potential new shares
Oct 2026
Nearest expiry
What this supply is, and what converts it
  • Price-triggered231.8M · 40.3% of shares
    Options and warrants — they convert when the share price clears their exercise price.
  • Condition-triggered124.7M · 21.7% 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: 231.8M priced, 124.7M 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
178.2M356.5M$0.009 now0.25× today ($0.002) — 0 of the priced supply in the money, 0.0% of shares on issue0.5× today ($0.004) — 0 of the priced supply in the money, 0.0% of shares on issue0.75× today ($0.007) — 0 of the priced supply in the money, 0.0% of shares on issue1× today ($0.009) — 0 of the priced supply in the money, 0.0% of shares on issue1.25× today ($0.011) — 0 of the priced supply in the money, 0.0% of shares on issue1.5× today ($0.013) — 0 of the priced supply in the money, 0.0% of shares on issue2× today ($0.018) — 0 of the priced supply in the money, 0.0% of shares on issue3× today ($0.027) — 226.0M of the priced supply in the money, 39.3% of shares on issue5× today ($0.045) — 231.8M of the priced supply in the money, 40.3% of shares on issue10× today ($0.090) — 231.8M of the priced supply in the money, 40.3% of shares on issue0.25×0.5×0.75×now1.25×1.5×10×

At $0.009 today, 0 securities are in the money (0.0% of shares on issue). No more priced supply until today’s price, which takes it to 226.0M (39.3% 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.
  • 124.7M (35.0% 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
USMAKOptionsPrice-triggered$0.03014 Oct 20265.8MFiling
USMALOptionsPrice-triggered$0.02525 Nov 2027101.0MFiling
USMAMOptionsPrice-triggered$0.02519 Feb 2028125.0MFiling
USMAEPerformance rightsCondition-triggered850kFiling
USMAFPerformance rightsCondition-triggered850kFiling
USMAIPerformance rightsCondition-triggered123.0MFiling

“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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6 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

No director dealing notices (Appendix 3Y) on record.
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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.