Capital Signal

Carnarvon Energy Limited (ASX: CVN)

Sector: Energy

Market cap: A$188M (as of 2 Nov 2026)

Oil and gas exploration and production.

Data as of 2 Nov 2026.

Recent capital raises

DateTypeAmountPriceDiscountSource
22 July 2025Placement$88M$0.1219.7% discountFiling ↗
27 Mar 2022Placement$70M$0.309.1% discountFiling ↗
19 Aug 2019SPP$3.5M——Filing ↗
23 July 2019Placement$79M$0.398.2% discountFiling ↗
11 Feb 2019Placement$50M$0.3310.8% discountFiling ↗

Substantial holders — latest moves

DateHolderMoveHoldingSource
28 Aug 2025Collins St Asset Management ATF Collins St Value Fund, Collins St Asset Management ATF Collins St Convertible Notes Fund, Collins St Asset Management ATF Collins St Special Situation FundEntry?% → 10.52%Filing ↗
30 Aug 2024Collins St Asset Management ATF Collins St Value Fund, Collins St Asset Management ATF Collins St Convertible Notes Fund, Collins St Asset Management ATF Collins St Special Situation FundEntry?% → 9.77%Filing ↗
30 Aug 2024Collins St Asset Management ATF Collins St Value Fund, Collins St Asset Management ATF Collins St Convertible Notes Fund, Collins St Asset Management ATF Collins St Special Situation FundIncrease8.828% → 9.838%Filing ↗
1 May 2024Collins St Asset ManagementIncrease7.780% → 8.820%Filing ↗
19 Dec 2023Collins St Asset Management & Related PartiesDecrease12.750% → 7.780%Filing ↗

Director trades — on-market

DateDirectorTradeSource
29 July 2025Robert (Rob) BlackBought 2,500,000 ordinary sharesFiling ↗
19 Sept 2024Robert (Rob) BlackBought 500,000 ordinary sharesFiling ↗
18 Sept 2024Russell John DelroyBought 518,751 ordinary sharesFiling ↗
13 Sept 2024Russell John DelroyBought 1,036,931 ordinary sharesFiling ↗
25 July 2024Robert (Rob) BlackBought 1,000,000 ordinary sharesFiling ↗

Cash and runway

MetricValueAs ofSource
CashA$97M30 Sept 2026Filing ↗
Runway192.2 quarters30 Sept 2026Filing ↗

Ask about CVN in Claude or ChatGPT

Add the Capital Signal connector at https://capitalsignal.io/api/mcp, then ask:

  • Has CVN raised money in the last year, and at what discount?
  • What was CVN's latest cash position and runway?

Setup guide for Claude, ChatGPT and other MCP clients →

Loading CVN…