Companies / YRL

YANDAL RESOURCES LIMITED

ASX:YRLMaterials

382.6M shares on issueASX (delayed) · as of 28 July 2026$0.17price · delayed$63.1Mmarket cap · indicative

Dilution grade

Share count grew 43% in 24 months; runway 2–4 quarters; 3 cash raises in 24 months

Cash runway3.0 quarters of funding

Share-count growth (24m)42.9%

Raise cadence (24m)3 cash raises

Options & rights overhang4.0% of shares

In-the-money supply2.0% of shares

Pending proposed issuesopen proposed issue (Appendix 3B)

YANDAL RESOURCES LIMITED's ordinary share count grew 42.9% between March 2024 and June 2026, to 383M shares. The company raised capital three times in that period for total disclosed proceeds of A$33.5M, most recently a A$13.5M placement in September 2025. Options and rights on issue could convert into 15M new shares, equal to 4.0% of the current share count, of which 2% are in the money at the current share price; the nearest expiry is November 2026. At the March 2026 quarter the company reported A$10.2M in available cash, about 3.0 quarters of funding at its recent spending rate. Two proposed securities issues (Appendix 3B) are pending, the nearest with an expected issue date in November 2026.

AI-generated summary of this page's cited filings · updated 28 July 2026

4.0%

Max option dilution

2.0%

ITM option dilution

Raises · last 12 months

3.0 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 382.6M per ASX (delayed) (28 July 2026).

Cash runway

3.0 qtrs

Two to four quarters of funding at the recent spend rate.

$10.2M 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)

Date	Form	Security	Total on issue after	Source
9 July 2026	3G · unquoted	YRL : ORDINARY FULLY PAID	382.6M	Appendix 3G
9 June 2026	2A · quoted issue	YRL : ORDINARY FULLY PAID	382.6M	Appendix 2A
6 Apr 2026	3H · cancellation	YRL : ORDINARY FULLY PAID	381.5M	Appendix 3H
3 Mar 2026	2A · quoted issue	YRL : ORDINARY FULLY PAID	381.5M	Appendix 2A
26 Nov 2025	3G · unquoted	YRL : ORDINARY FULLY PAID	379.5M	Appendix 3G

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

$13.5M

Placement

26 Sept 2025 COMPLETE

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

2 proposed issues pending — Appendix 3B lodged, securities not yet issued. New shares from these issues are not in the counts above until quoted.

Paid plan

Pending issue detail

Size, price, fees, broker and placement-capacity usage for each pending issue.

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Options & convertible securities

4.0%

Total overhang · of current shares

2.0%

In the money · at current price

15.4M

Potential new shares

Nov 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

Date	Director	Type	Shares	Options	Value	Source
4 Apr 2026	MR GREGORY RICHARD EVANS	Sell	929k	550k	—	3Y notice
18 Feb 2026	MR CHRISTOPHER NEWMAN	Buy	143k	—	$32k	3Y notice
26 Nov 2025	MR GREGORY RICHARD EVANS	Other	929k	1.5M	—	3Y notice