Beginner Series · TSXV · CSE

Reading a Junior’s Capital Structure: Shares, Warrants, Options

A junior mining company’s capital structure includes much more than just outstanding shares. Warrants, options, and convertibles all affect the fully diluted share count.

Key takeaways
  • A capital structure includes outstanding shares, warrants, options, and any convertibles.
  • Fully diluted share count includes everything that could become a share if exercised or converted.
  • Capital structure determines per-share value once a project is monetized.

What is a capital structure?

A junior mining capital structure is the full list of securities the company has issued, including common shares, warrants, options, and any convertibles or other dilutive instruments. The capital structure is disclosed in the MD&A and financial statements every quarter.

Shares outstanding

Shares outstanding is the count of common shares currently issued. This is the denominator for basic earnings per share, basic market capitalization, and basic ownership percentage calculations.

Warrants

A warrant lets the holder buy a new share at a set strike price for a set period. Warrants issued during financings can sit on the books for years. In-the-money warrants are likely to be exercised at expiry; out-of-the-money warrants may expire worthless. Either way, they appear in the fully diluted count.

Stock options

Stock options are issued to directors, officers, and employees as compensation. They function like warrants from a dilution standpoint. The total option count and the weighted-average exercise price are disclosed in the financial statements.

Fully diluted vs basic

Fully diluted share count includes shares, warrants, options, and convertibles assumed to be exercised or converted. For a junior with significant warrant and option pools, fully diluted can be materially higher than basic shares outstanding. Fully diluted is the appropriate denominator for thinking about future per-share value.

Example capital structure summary
Instrument Where to find it Dilutive when
Common shares outstanding MD&A and financial statements Already in basic count
Warrants MD&A and financial statements Strike below market price
Stock options Financial statement notes Strike below market price
Convertibles Financial statement notes Conversion price below market

Frequently asked questions

How can I find a junior’s exact fully diluted share count?
The most recent MD&A and the financial statement notes filed on SEDAR+ list shares, warrants, options, and convertibles. Add them together to get the fully diluted count.
Do warrants always get exercised?
No. Warrants expire if the share price stays below the strike. Out-of-the-money warrants near expiry are usually a small dilution concern. Long-dated, low-strike warrants are a larger concern.
Why are options issued?
Stock options are a standard form of compensation for officers, directors, and employees of junior mining companies, where cash compensation is constrained. They are governed by exchange rules and shareholder-approved plans.
Sources

Disclosure requirements follow Canadian securities regulation and TSX Venture Exchange or CSE policies depending on listing.

Disclaimer. This article is published by Bellmare Capital for information and educational purposes only. It is not investment advice and is not a recommendation, offer, or solicitation to buy or sell any security. Bellmare Capital is not a registered investment advisor or dealer, and any companies mentioned are referenced for discussion only, not as an endorsement. The information comes from public filings and third-party sources believed reliable but is not guaranteed to be accurate or current, and any forward-looking views may differ materially from actual results. Investing carries risk, and small-cap and junior resource companies in particular are speculative and volatile, with possible loss of your entire investment, so do your own research and consult a licensed advisor before acting.