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ask Claude about any ASX stock with DilutionLens.
tried it on AUG, a tiny gold explorer. $722k of cash at 30 Sep. at its own burn rate that's about $106k left now.
its last two raises were at 4.6c, then 4c.
free: dilution risk and options. paid: cash runway and raises.
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12 ASX small caps that ended September with less than a quarter of cash on their own quarterly, and no raise lodged since: RAG SIX PUR VAN AUG SNG C29 EXR PXX BKT NPM ANT. last round 1 of 8 raised within 4 weeks. scorecard 7 and 14 nov.
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tungsten's the newsletters' hot ticket.
of the 15 ASX names that keep announcing it, 13 trade below their 1 May price. The middle one is down 41%.
some that raised on it:
TGN $50m at 32c in Sept. 18.5c now
AT4 $10m at 7c in May. 3.9c now
SLB $2.6m at 20c in Aug. 26c now
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The 15, 1 May to Thursday's close: DTM -74%, L1M -63%, RMX -55%, AT4 -51%, KOB -47%, FG1 -46%, RRE -41%, DRE -41%, NES -38%, TGN -23%, SKY -19%, PEC -17%, VKA -10%, EQR +14%, SLB +247%. TGN's raises in full: dilutionlens.com/company/TGN…
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40 ASX companies down to their last quarter of cash paid their board and top execs more last year than they had left on 30 sep. $26.2m of cash pay vs $11.9m of cash and undrawn loans. june-year companies hold their annual meeting by 30 nov, where holders vote on the pay report.
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every ASX company under 2 quarters of cash, thinnest first: dilutionlens.com/?cover=%3C2…
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the raise and every new-share notice, on one page: dilutionlens.com/company/SSM…
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genesis's share history and the vault share issue on one page: dilutionlens.com/company/GMD…
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Ragnar Metals (ASX: RAG) ended September with $87k in the bank after spending $527k in the quarter. its own filing says 0.16 quarters of funding.
no raise since. 91m options expire 2 Dec. the strike is 3c, shares are 1.4c.
all exercised = $2.7m. none = back to the piggy bank.
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$LRV's sept quarterly says 3.3 quarters of funding. that sum only counts $9.5m of spend. the $47.7m that went into the plant sits outside it, so $31.1m cash covered about half a quarter at that pace. production started 31 aug. the test is how fast concentrate sales come in.
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the per-quarter working: dilutionlens.com/company/LRV…
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dilution watch, 2-6 Nov: 28 new ASX raises for about $127m, down from $395m. the biggest, $CUP $25m, part-funds buying an accounting firm. raise halts fell from 23 to 8.
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asx healthcare is two sectors. 3 of the 18 worth $1b+ raised cash in the last year. of the 104 under $100m, 63 did. 26 had under two quarters of cash by their own quarterly. lowest was $ADR at 0.03 quarters, since topped up with $1.45m of loans.
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