Companies / VAN

VANTAGE METALS LIMITED

ASX:VANMaterials
373.9M shares on issueASX (delayed) · snapshot 11 Sept 2026515.6M fully diluted+37.9% if every option and right converts$0.033price · delayed$12.3Mmarket cap · indicative

Today’s holders own 72.5% of what they think they own, once every option and right converts.

Moderate
Dilution riskprovisional — limited history

Runway under 2 quarters; options/rights overhang 38% of shares; since relisting as VAN; prior history under BRX not included

MinimalVery high
Absolute levels — not a ranking against other companies.
Cash runway0.0 quarters of funding
Share-count growth (24m)0.0%no issuance filings since 2024; measured to the latest Appendix 2A, not to the share count above; since relisting as VAN; prior history under BRX not included
Raise cadence (24m)0 cash raisesexcludes announced events with no matching share-issuance (Appendix 2A) filing; since relisting as VAN; prior history under BRX not included
Options & rights overhang37.9% of shares
In-the-money supplyno data — no exercise price on record
Pending proposed issuesnone

VANTAGE METALS LIMITED changed its name from BRX to VAN in July 2026; all figures below cover only the period since that rename. The company's latest reported ordinary share count is 374M as of August 2026. No new share-issuance filings have been lodged since January 2024. VANTAGE METALS LIMITED had zero capital raises in the past 24 months, and no proposed securities issues are pending. Options and rights on issue could convert into 142M new shares, representing 37.9% of the current share count, with the nearest expiry in December 2028; none are currently in the money. At the June 2026 quarter end, the company held A$206K in available cash, covering approximately 0.1 quarters of funding.

AI-generated summary of this page's cited filings · updated 11 Sept 2026
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37.9%
Options & rights overhang
In-the-money supply · no stated strikes
0
Raises · last 12 months
0.0 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 VAN (13 July 2026); prior history under BRX is not included. Latest count 373.9M per ASX (delayed) (snapshot 11 Sept 2026).
325M350M375MJuly 26Aug 26Sept 26373.9M

Cash runway

0.0 qtrs
Less than two quarters of funding at the recent spend rate — near-term funding pressure.
$161k 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: $2.5M cash at quarter end (item 4.6), 0.6 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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1 quarter 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
17 Aug 20262A · quoted issueVAN : ORDINARY FULLY PAID371.3MAppendix 2A
17 Aug 20262A · quoted issueVAN : ORDINARY FULLY PAID355.1MAppendix 2A
17 Aug 20262A · quoted issueVAN : ORDINARY FULLY PAID355.9MAppendix 2A
17 Aug 20262A · quoted issueVAN : ORDINARY FULLY PAID355.7MAppendix 2A
23 July 20263G · unquotedVAN : ORDINARY FULLY PAID354.7MAppendix 3G

Each filing states the count for the security it names, as at its own reference date and in the units of that filing — so the newest row (371.3M) need not equal the current count above (373.9M).

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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

No equity raises on record since relisting as VAN (13 July 2026); prior history under BRX is not included.
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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.

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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

37.9%
Options & rights overhang · of current shares
In-the-money supply · no stated strikes
141.7M
Potential new shares
Dec 2028
Nearest expiry
What this supply is, and what converts it
  • Price-triggered99.7M · 26.7% of shares
    Options and warrants — they convert when the share price clears their exercise price.
    No exercise price is on record for any of it, so none of it can be called in or out of the money.
  • Condition-triggered41.9M · 11.2% 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: 0 priced, 141.7M 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

No option supply on record carries an exercise price to pay, so no share price switches any of it on. All 141.7M of it converts on something else — a hurdle that may never be met, or terms the filing does not price.

CodeSecurityTypeExercise priceExpiryOn issueSource
VANOOptionsPrice-triggered10 Dec 202899.7MFiling
VANAHCondition-triggered900kFiling
VANAICondition-triggered2.1MFiling
VANAJRightsCondition-triggered7.0MFiling
VANAGCondition-triggered7.1MFiling
VANAEPerformance rightsCondition-triggered24.8MFiling

“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.