Companies / MNB

MINBOS RESOURCES LIMITED

ASX:MNBMaterials
1.34B shares on issueAppendix 2A · as of 26 July 2026$0.020price · delayed$19.8Mmarket cap · indicative
F
Dilution grade

Runway under 2 quarters; share count grew 52% in 24 months; 5 cash raises in 24 months

Cash runway-0.8 quarters of funding
Share-count growth (24m)52.1%
Raise cadence (24m)5 cash raises
Options & rights overhang30.0% of shares
In-the-money supply0.0% of shares
Pending proposed issuesnone

MINBOS RESOURCES LIMITED's ordinary share count grew 52.1% between July 2024 and July 2026, to 1.34B shares. The company raised capital five times in that period for total disclosed proceeds of A$18.2M, most recently a A$4.0M placement in July 2026. Options and rights on issue could convert into 401M new shares, equal to 30.0% of the current share count, with 0% in the money at present; the nearest expiry is December 2026. At the March 2026 quarter the company reported IQ cash of A$-1.9M, corresponding to -0.8 quarters of cover. 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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30.0%
Max option dilution
0.0%
ITM option dilution
3
Raises · last 12 months
-0.8 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. Latest count 1.34B per Appendix 2A (26 July 2026).
0.96B1.04B1.11BDec 24Sept 25July 26Cash raise · 15 July 2026Cash raise · 5 Dec 2025Cash raise · 2 Dec 2025Cash raise · 9 Apr 2025Cash raise · 19 Dec 2024

Cash runway

-0.8 qtrs
Less than two quarters of funding at the recent spend rate — near-term funding pressure.
$-1.9M 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
26 July 20262A · quoted issueMNB : ORDINARY FULLY PAID1.34BAppendix 2A
8 May 20262A · quoted issueMNB : ORDINARY FULLY PAID1.16BAppendix 2A
18 Mar 20262A · quoted issueMNB : ORDINARY FULLY PAID1.16BAppendix 2A
10 Mar 20262A · quoted issueMNB : ORDINARY FULLY PAID1.16BAppendix 2A
10 Feb 20262A · quoted issueMNB : ORDINARY FULLY PAID1.14BAppendix 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

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

$4.0M
Placement
15 July 2026 ACTIVE
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

30.0%
Total overhang · of current shares
0.0%
In the money · at current price
400.7M
Potential new shares
Dec 2026
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
16 Mar 2026Mr Graeme RobertsonOther—8.8M—3Y notice
16 Mar 2026Mr Lindsay ReedOther—1.2M—3Y notice
16 Mar 2026Mr Valentine ChitaluOther—3.8M—3Y 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

26 July 2026Application for quotation of securities - MNB
26 July 2026Issue of Tranche 1 Placement Shares and Cleansing Notice
20 July 2026$PFinancing Update - Progress Towards Initial Drawdown
19 July 2026Proposed issue of securities - MNB
19 July 2026Investor Presentation - Placement
19 July 2026$PMinbos Successfully Completes A$4.0 Million Placement
15 July 2026$PTrading Halt
22 June 2026$PUS$13.8M Phase 2 Construction Contract Signed
21 June 2026$PPause in Trading
17 June 2026Appointment of Chief Executive Officer
10 June 2026$PFirst US$4.8M IDC Drawdown Received, Long Lead Items Ordered
29 May 2026Results of Annual General Meeting
26 May 2026$PIDC Security Agreement Signed - Drawdown Request Submitted
8 May 2026Application for quotation of securities - MNB
8 May 2026Issue of shares and cleansing notice
30 Apr 2026Notice of Annual General Meeting/Proxy Form
30 Apr 2026$PQuarterly Activities/Appendix 5B Cash Flow Report
15 Apr 2026$PConstruction and Funding Update for the Cabinda Project
31 Mar 2026Corporate Governance Statement and Appendix 4G
31 Mar 2026Annual Report to Shareholders

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