Tools / Worked examples

Worked examples

Illustrative scenarios for each tool, showing how different inputs change the result. All figures are computed by the same logic as the tools themselves. General information only, not legal advice.

IPO timetable generator

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Three floats, three timetables. The offer period and pathway drive the outcome; the exposure period and ASX review set the floor.

Scenario A

WA gold explorer, A$12m raise, standard pathway

Pathway: standard · Exposure: 7 days · Offer period: 4 weeks · Lodgement: 1 Sep 2026

≈ 6.9 weeks

lodgement to trading

  • Trading commences: 19 Oct 2026

Scenario B

Industrials float, ASIC extends the exposure period

Pathway: standard · Exposure: 14 days (extended) · Offer period: 2 weeks · Lodgement: 1 Sep 2026

≈ 5.9 weeks

lodgement to trading

  • Trading commences: 12 Oct 2026

Scenario C

A$150m float, fast-track, compressed offer

Pathway: fast-track (mkt cap ≥ A$100m, no ASX escrow) · Exposure: 7 days · Offer period: 1 week · Lodgement: 1 Sep 2026

≈ 2 weeks

lodgement to trading

  • Trading commences: 15 Sept 2026

Listing readiness checker

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The same ten questions produce three different readiness outcomes depending on the answers.

Scenario A

Producer with three years of audited accounts, all requirements met

Answers: yes to structure, profit test, accounts, spread, free float, price, character and escrow

Ready to progress

no gaps identified

  • Next step: Structuring and timetable workshop.

Scenario B

Pre-revenue explorer, assets test, two items unconfirmed

Answers: assets test yes; working capital unsure; spread unsure; all other items yes

Nearly ready

2 items to confirm

  • Confirm: Working capital (A$1.5m at admission)
  • Confirm: Spread (300 holders at A$2,000)

Scenario C

Early-stage company short on the financial thresholds

Answers: profit test no; assets test no; free float no; escrow not yet modelled (unsure); remainder yes

Gaps to address

2 requirements not yet met

  • Not met: Profit or assets test
  • Not met: Free float (20%)
  • Confirm: Escrow modelling

Capital raising pathway selector

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Placement capacity turns on the register size and whether a current LR 7.1A special resolution is in place; eligibility is tested at the AGM date (GN 21).

Scenario A

Explorer with 7.1A mandate in place

Shares: 250,000,000 · Mkt cap: A$45m · ASX 300: no · 7.1A resolution: yes · Price: A$0.18

62,500,000 shares

indicative capacity without shareholder approval

  • LR 7.1 (15%): 37,500,000 shares
  • LR 7.1A (additional 10%): 25,000,000 shares, priced at not less than 75% of the 15-day VWAP. Eligibility is tested at the date of the AGM at which the resolution was passed (GN 21), so a current resolution is sufficient.
  • Indicative proceeds at A$0.18: A$11,250,000

Scenario B

Mid-cap, no 7.1A resolution and ineligible to seek one

Shares: 400,000,000 · 7.1A resolution: no · Eligible to seek one: no (ASX 300 or mkt cap above A$300m) · Price: A$0.85

60,000,000 shares

indicative capacity without shareholder approval

  • LR 7.1 (15%): 60,000,000 shares
  • LR 7.1A: Not available. No special resolution is in place, and an entity in the S&P/ASX 300 or with a market capitalisation above A$300m at the AGM date is not eligible to seek one.
  • Indicative proceeds at A$0.85: A$51,000,000

Scenario C

Explorer that skipped the 7.1A resolution at its AGM

Shares: 120,000,000 · Mkt cap: A$20m · ASX 300: no · 7.1A resolution: no · Price: A$0.12

18,000,000 shares

indicative capacity without shareholder approval

  • LR 7.1 (15%): 18,000,000 shares
  • LR 7.1A: Not available. No special resolution in place. The entity appears eligible; consider seeking approval at the next AGM as a matter of course.
  • Indicative proceeds at A$0.12: A$2,160,000

Entitlement Offer modeller

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The ratio, price and structure drive the proceeds, the discount and the dilution for holders who do not participate.

Scenario A

Explorer, 1 for 4 non-renounceable at a discount

Shares: 300,000,000 · Ratio: 1 for 4 · Price: A$0.05 vs A$0.065 last · Offer period: 4 weeks

A$3,750,000

gross proceeds; ≈ 6.1 weeks announcement to quotation

  • New shares: 75,000,000
  • Discount to last price: 23.1%
  • Dilution if not taken up: 20.0%

Scenario B

2 for 3 renounceable with attaching options, underwritten

Shares: 150,000,000 · Ratio: 2 for 3 · Price: A$0.10 vs A$0.13 last · Options: 1 per 2 new shares · Offer period: 3 weeks

A$10,000,000

gross proceeds; ≈ 5.1 weeks announcement to quotation

  • New shares: 100,000,000
  • Attaching options: 50,000,000
  • Rights trading: Ends 22 Sept 2026, five business days before the close

Scenario C

1 for 1 non-renounceable at the LR 7.11.3 cap

Shares: 80,000,000 · Ratio: 1 for 1 (the maximum for a non-renounceable offer) · Price: A$0.02 vs A$0.03 last · Options: 1 per new share

A$1,600,000

gross proceeds; ≈ 6.1 weeks announcement to quotation

  • New shares: 80,000,000
  • Dilution if not taken up: 50.0% for a non-participating holder
  • Discount to last price: 33.3%

Escrow estimator

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The holder category and admission basis determine the escrow outcome.

Scenario A

Founder director, assets test admission

Holder: related party or promoter · Admission basis: assets test

24 months

from official quotation

  • Category: Related party or promoter; restricted securities under Appendix 9B.
  • Instrument: Restriction notice or deed (Appendix 9A) required before quotation.

Scenario B

Unrelated seed investor who paid cash, assets test

Holder: seed capitalist (cash subscriber) · Admission basis: assets test

12 months

from the date of issue

  • Category: Unrelated seed capitalist.
  • Cash formula: A portion of the holding referable to cash paid (measured against the IPO price) may be released from escrow under Appendix 9B.

Scenario C

Founder director, but the entity lists under the profit test

Holder: related party or promoter · Admission basis: profit test

No mandatory escrow

profit test admission

  • Position: ASX-imposed escrow generally applies only to assets test entities.
  • Watch: Voluntary escrow is still commonly agreed with lead managers for significant holders.

Disclaimer. These examples are illustrative only and are general information, not legal advice. They reflect the ASX Listing Rules and the Corporations Act 2001 (Cth) as at July 2026 and adopt each tool’s stated assumptions. Outcomes for an actual entity depend on its circumstances, issue history and the exercise of ASX and ASIC discretion. Use of these tools does not create a solicitor and client relationship with Luma Legal.