Companies / COB

COBALT BLUE HOLDINGS LIMITED

ASX:COBMaterials
587.5M shares on issueASX (delayed) · as of 28 July 2026$0.066price · delayed$38.2Mmarket cap · indicative
D
Dilution grade

Runway 2–4 quarters; share count grew 39% in 24 months; 3 cash raises in 24 months

Cash runway3.6 quarters of funding
Share-count growth (24m)39.2%
Raise cadence (24m)3 cash raises
Options & rights overhang22.9% of shares
In-the-money supply0.0% of shares
Pending proposed issuesnone

COBALT BLUE HOLDINGS LIMITED's ordinary share count grew 39.2% between July 2024 and April 2026, to 587M shares. The company raised capital three times in that period for total disclosed proceeds of A$8.4M, most recently A$5.3M in December 2025. Options and rights on issue could convert into 135M new shares, equal to 22.9% of the current share count, with 0% in the money and the nearest expiry in April 2027. At the March 2026 quarter the company reported A$4.1M in available cash, covering 3.6 quarters at its recent spending rate. No proposed securities issues (Appendix 3B) are pending.

AI-generated summary of this page's cited filings · updated 28 July 2026
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22.9%
Max option dilution
0.0%
ITM option dilution
2
Raises · last 12 months
3.6 qtrs
Cash cover · 2–4 quarters

Shares on issue — last 2 years

Ordinary shares on issue
Weekly counts from ASX records. Dots mark cash capital raises. Latest count 587.5M per ASX (delayed) (28 July 2026).
457.1M505.0M552.8MDec 24Sept 25July 26Cash raise · 3 Dec 2025Cash raise · 9 Sept 2025

Cash runway

3.6 qtrs
Two to four quarters of funding at the recent spend rate.
$4.1M available cash at quarter ended 31 Mar 2026 · Runway is computed from Appendix 4C/5B filings and announced raise proceeds.
Paid plan
Cash runway history
Quarterly cash, net spend and cover trend from every Appendix 4C/5B on record up to 31 Mar 2026.
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Issuance timeline

Latest 5 filings (Appendix 2A quoted issues, 3G unquoted, 3H cancellations)

DateFormSecurityTotal on issue afterSource
15 July 20263H · cancellationCOB : ORDINARY FULLY PAID587.5MAppendix 3H
29 Apr 20262A · quoted issueCOB : ORDINARY FULLY PAID587.5MAppendix 2A
12 Feb 20263G · unquotedCOB : ORDINARY FULLY PAID583.9MAppendix 3G
15 Jan 20262A · quoted issueCOB : ORDINARY FULLY PAID583.9MAppendix 2A
15 Dec 20252A · quoted issueCOB : ORDINARY FULLY PAID577.0MAppendix 2A
Paid plan
Full issuance history
Every quoted and unquoted issue and cancellation on record, plus unquoted securities (Appendix 4.2).
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Capital raises

3 cash raises in the last 24 months · 2 in the last 12 months

$5.3M
Capital raise
3 Dec 2025
Paid plan
Full raise history
Issue price, discount, brokers, purpose and tranche detail for every raise on record.
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Pending proposed issues

No proposed issues (Appendix 3B) currently pending.

Options & convertible securities

22.9%
Total overhang · of current shares
0.0%
In the money · at current price
134.5M
Potential new shares
Apr 2027
Nearest expiry
Paid plan
Per-line options & expiry cliffs
Each option line — code, strike, expiry, quantity and ITM value — plus the expiry-cliff chart.
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Director dealings

DateDirectorTypeSharesOptionsValueSource
10 July 2026Joe KaderavekOther5.9M——3Y notice
10 July 2026Andrew TongOther8.8M205k—3Y notice
15 Dec 2025Hugh KellerOther477k—$24k3Y notice
Paid plan
Full dealing history
Every change-of-director's-interest notice on record, with direction and consideration.
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Ownership

Free account
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

15 July 2026$PCobalt Blue Advances Halls Creek Metallurgical Sampling
15 July 2026Change of Director's Interest Notice x2
15 July 2026Notification of cessation of securities - COB
25 June 2026Clarification-Cobalt Blue & Glomar Progress Project Infinity
15 June 2026$PCobalt Blue and Glomar Minerals Progressing Project Infinity
29 Apr 2026Issue of Shares and Cleansing Notice
29 Apr 2026Application for quotation of securities - COB
29 Apr 2026$PQuarterly Activities/Appendix 5B Cash Flow Report
28 Apr 2026Proposed issue of securities - COB
16 Apr 2026Corporate Presentation - Austmine CEO Leadership Luncheon
29 Mar 2026Investor Webinar 1 April 2026
29 Mar 2026$PConsortium to Unlock Critical Minerals from Nodules
6 Mar 2026Half Year Accounts - December 2025
3 Mar 2026$PRefinery advancing toward FID - pCAM specification confirmed
12 Feb 2026Notification regarding unquoted securities - COB
6 Feb 2026Results of Meeting - Extraordinary General Meeting
29 Jan 2026$PQuarterly Activities/Appendix 5B Cash Flow Report
21 Jan 2026Corporate Presentation - Emerging Growth Conference
15 Jan 2026Issue of Shares and Cleansing Notice
15 Jan 2026Application for quotation of securities - COB

Headlines link to the source PDFs on the ASX announcements platform. Data as of 28 July 2026.