Dilution profile // every instrument, one screen, from SEC filings

enCore Energy Corp. (EU)

CIK 1500881 · all EDGAR filings →

Overall dilution risk
MEDIUMworst of 4 computed signals (cash need)
= the worst band among the computed sub-ratings, no hidden weighting
Offering ability
LOWno live registration found
= is there a registration (S-1/S-3 family) on file without a later withdrawal
Overhead supply
LOWwarrants = 10% of O/S
= warrant shares outstanding divided by current shares outstanding (bands: 20% / 50%)
warrants only; converts, ATMs and equity lines are not in free structured data, so the true overhead is AT LEAST this
Historical dilution
LOW+18% O/S in 3y
= share count now vs 3 years ago (bands: 30% / 100%); a reverse split pushes this negative
Cash need
MEDIUM~20 months of runway
= cash vs trailing operating burn (bands: 6mo / 24mo; positive operating CF = low)

Same rating bands the category standard uses, but free, with the formula on the chip and the gaps in the data said out loud.

Shares outstanding over time

2022-12-312026-05-12

Latest: 194.2M shares as of May 12, 2026 (10-Q).

Cash runway

Funded — but tight

~20 months of cash · watch

Full breakdown: cash runway tool · source filing →

Warrants

TrancheWarrantsExercise priceTermNotes
Warrant Price Per Share Two15.9M$3.750.1y
Warrant Price Per Share One3.8M$4.050y

Tranches exactly as the company dimensioned them in its 10-K filed Mar 31, 2026. Groupings can overlap (a “Series E and F” row is not additive with a “Series E” row), so do not sum this column. A tranche the filer did not tag is absent here, not absent from the cap table. DOWN-ROUND = the filer tagged price-protection accounting scoped to that tranche.

Warrants outstanding: 19.7M underlying shares, as reported Dec 31, 2025 (10-K).

Reported exercise price: $3.81 (aggregate figure as tagged; individual tranches vary).

Balance-sheet fair value of warrants: $569,000 as of Dec 31, 2024.

Rough fully diluted estimate: 214.0M = 194.2M O/S + 19.7M warrant shares. An estimate, not a filing figure: it ignores converts, options and RSUs, and the two inputs carry different as-of dates.

Convertible notes

NotePrincipalCarryingConv. priceRateIf converted
Convertible Senior Notes$115.0M$3.295.5%-6.6%~35.0M sh
Convertible Debtnot tagged$115.0Mnot tagged

If every note above converted at its tagged price: ~35.0M new shares on 194.2M currently outstanding. An estimate from principal ÷ conversion price, with inputs carrying different as-of dates; make-whole adjustments, capped calls and partial repurchases are not modeled.

Notes exactly as the company dimensioned them in its 10-Q filed May 14, 2026. Principal is face amount as tagged, not what remains after repurchases unless the filer updated the tag. A note the filer did not dimension is absent here, not absent from the balance sheet; the exhibits stay the ground truth.

Fully diluted build-up

Shares outstanding plus every potential-share instrument the filer tagged in XBRL, each at its own as-of date. An estimate assembled from filed figures, not a filing figure itself.

Shares outstanding194.2MMay 12, 2026
+ Warrant Price Per Share Two (if exercised)15.9MDec 31, 2025
+ Warrant Price Per Share One (if exercised)3.8MDec 31, 2025
+ Convertible Senior Notes (if fully converted)35.0MAug 19, 2025
Fully diluted estimate248.9M+28.2% vs O/S

Still excluded, because the filer does not tag them in countable form: employee options and RSUs, any instrument living only in exhibit prose, and instruments above missing a share count. Inputs carry different as-of dates, shown per row. Each figure traces to the tranche and note tables above and their cited filings.

Registrations and offerings

Last 12 months: 1 executed · 6 registered.

WITHDRAWNJul 1, 2026Registration withdrawnRW
EFFECTIVEJul 1, 2026SEC declared a registration effective — selling can beginEFFECT
REGISTEREDJun 18, 2026S-3 registration — capacity to sell shares, not a sale yetS-3
EFFECTIVEDec 9, 2025SEC declared a registration effective — selling can beginEFFECT
REGISTEREDDec 3, 2025S-3/A registration — capacity to sell shares, not a sale yetS-3/A
REGISTEREDNov 13, 2025S-3/A registration — capacity to sell shares, not a sale yetS-3/A
REGISTEREDOct 27, 2025S-3/A registration — capacity to sell shares, not a sale yetS-3/A
REGISTEREDOct 24, 2025S-3/A registration — capacity to sell shares, not a sale yetS-3/A
REGISTEREDOct 10, 2025S-3 registration — capacity to sell shares, not a sale yetS-3
EXECUTEDAug 22, 2025Unregistered share sale disclosed (8-K item 3.02)8-K
EFFECTIVEJun 21, 2023SEC declared a registration effective — selling can beginEFFECT
EFFECTIVEFeb 7, 2023SEC declared a registration effective — selling can beginEFFECT

Full history and shelf status: offering checker · S-3 shelf checker

Source: SEC EDGAR XBRL company facts and filing metadata, fetched live and cached briefly. Share counts are cover-page figures with their form named. Warrant tranches and convertible notes come from the dimensioned facts in the latest 10-Q/10-K instance document, exactly as the company tagged them; untagged tranches and notes are absent, not disproven. Nothing on this page is manually verified and nothing is behind a login: what free data supports is shown, what it cannot support is stated. Not investment advice.

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