Companies / YOJ

YOJEE LIMITED

ASX:YOJSoftware & Services
425.5M shares on issueASX (delayed) · snapshot 11 Sept 2026496.2M fully diluted+16.6% if every option and right converts$0.23price · delayed$97.9Mmarket cap · indicative

Today’s holders own 85.7% of what they think they own, once every option and right converts.

High
Dilution risk

Share count grew 59% in 24 months; 4 cash raises in 24 months; runway 4–8 quarters

MinimalVery high
Absolute levels — not a ranking against other companies.
Cash runway5.9 quarters of funding
Share-count growth (24m)58.7%
Raise cadence (24m)4 cash raises
Options & rights overhang16.6% of shares
In-the-money supply7.5% of shares
Pending proposed issuesopen proposed issue (Appendix 3B)

YOJEE LIMITED's ordinary share count, adjusted for a consolidation, increased by 58.7% between July 2024 and August 2026, reaching 425M shares. Over the past 24 months, the company has raised capital four times, generating total disclosed proceeds of A$19.4M. The most recent raise was a A$10.5M placement and share purchase plan in July 2026. At the June 2026 quarter, the company reported A$12.2M in available cash, sufficient for approximately 5.9 quarters of operation. Options and rights on issue could convert into 71M new shares, representing 16.6% of the current ordinary share count, with 8% in the money; the nearest expiry date is April 2029.

AI-generated summary of this page's cited filings · updated 10 Sept 2026
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16.6%
Options & rights overhang
7.5%
In-the-money supply
1
Raises · last 12 months
5.9 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 425.5M per ASX (delayed) (snapshot 11 Sept 2026).
300M350M400MDec 24Oct 25Sept 26Cash raise · 29 July 2026Cash raise · 30 June 2025Cash raise · 30 June 2025Cash raise · 29 Jan 2025425.5M

Cash runway

5.9 qtrs
More than four quarters of funding at the recent spend rate.
Funds operations to about Dec 2027 at the reported spend rate.
$12.2M 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: $3.4M cash at quarter end (item 4.6), 3.6 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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14 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
26 Aug 20262A · quoted issueYOJ : ORDINARY FULLY PAID425.4MAppendix 2A
11 Aug 20262A · quoted issueYOJ : ORDINARY FULLY PAID407.2MAppendix 2A
11 Aug 20262A · quoted issueYOJ : ORDINARY FULLY PAID377.0MAppendix 2A
11 Aug 20262A · quoted issueYOJ : ORDINARY FULLY PAID379.7MAppendix 2A
10 July 20262A · quoted issueYOJ : ORDINARY FULLY PAID374.2MAppendix 2A

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 (425.4M) need not equal the current count above (425.5M).

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62 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

4 cash raises in the last 24 months · 1 in the last 12 months

every 9 monthsaverage gap between raises
1.5 monthssince the most recent
29 Jan 2025 – 29 July 2026first to most recent in this window
$10.5M
Placement and Share Purchase Plan
29 July 2026 COMPLETE
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10 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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4 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.

About 41% of the 15% placement capacity left — about 59% used by Appendix 3B filings in the last 12 months (estimate, as at 2026-09-12). Holder-approved issues and any later ratification are not deducted, so the true headroom can be higher.
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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

16.6%
Options & rights overhang · of current shares
7.5%
In-the-money supply · at current price
70.8M
Potential new shares
Apr 2029
Nearest expiry
What this supply is, and what converts it
  • Price-triggered44.7M · 10.5% of shares
    Options and warrants — they convert when the share price clears their exercise price.
  • Condition-triggered26.0M · 6.1% 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: 44.7M priced (of which 31.7M in the money), 26.0M 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
35.4M70.8M$0.23 now0.25× today ($0.06) — 22.7M of the priced supply in the money, 5.3% of shares on issue0.5× today ($0.12) — 22.7M of the priced supply in the money, 5.3% of shares on issue0.75× today ($0.17) — 31.7M of the priced supply in the money, 7.5% of shares on issue1× today ($0.23) — 31.7M of the priced supply in the money, 7.5% of shares on issue1.25× today ($0.29) — 31.7M of the priced supply in the money, 7.5% of shares on issue1.5× today ($0.35) — 31.7M of the priced supply in the money, 7.5% of shares on issue2× today ($0.46) — 31.7M of the priced supply in the money, 7.5% of shares on issue3× today ($0.69) — 44.7M of the priced supply in the money, 10.5% of shares on issue5× today ($1.15) — 44.7M of the priced supply in the money, 10.5% of shares on issue10× today ($2.30) — 44.7M of the priced supply in the money, 10.5% of shares on issue0.25×0.5×0.75×now1.25×1.5×2×3×5×10×

At $0.23 today, 31.7M securities are in the money (7.5% of shares on issue). No more priced supply until 3× today’s price, which takes it to 44.7M (10.5% 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.
  • 26.0M (36.8% 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
YOJAAEOptionsPrice-triggered$0.05016 Apr 20297.7MFiling
YOJAAFOptionsPrice-triggered$0.05024 July 202915.0MFiling
YOJAAGOptionsPrice-triggered$0.1523 Apr 20309.0MFiling
YOJAPOptionsPrice-triggered$0.5015 Aug 203013.0MFiling
YOJAAPerformance rightsCondition-triggered——26.0MFiling 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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5 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
26 Aug 2026Gianfranco GuerraOther entitlement/SPP130k——$30k3Y notice
11 Aug 2026Shannon RobinsonOther incentive3.0M———3Y notice
5 Aug 2026Davide BosioBuy on-market395k——$91k3Y notice
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15 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

10 Sept 2026Change of Director's Interest Notice
4 Sept 2026Date of AGM and closing date for nominations
31 Aug 2026Change in substantial holding from HUB
31 Aug 2026$PPreliminary Final Report
28 Aug 2026Change of Director's Interest Notice
26 Aug 2026Application for quotation of securities - YOJ
21 Aug 2026Share Purchase Plan raises $3.5m
19 Aug 2026MOSAIC Sales Update
11 Aug 2026Cleansing Notice
11 Aug 2026Application for quotation of securities - YOJ
11 Aug 2026Application for quotation of securities - YOJ
11 Aug 2026Application for quotation of securities - YOJ
11 Aug 2026Change of Director's Interest Notice
10 Aug 2026Change of Director's Interest Notice
7 Aug 2026Details of Company Address
6 Aug 2026Share Purchase Plan Booklet
6 Aug 2026Share Purchase Plan - Cleansing Notice
2 Aug 2026Proposed issue of securities - YOJ
2 Aug 2026Proposed issue of securities - YOJ
2 Aug 2026Proposed issue of securities - YOJ

Headlines link to the source PDFs on the ASX announcements platform. Data as of 12 Sept 2026.