Highlights

  • Yojee shares rose 2.08% to AUD 0.24 on 3 August 2026 following the announcement of an oversubscribed Capital raising.
  • The company received binding commitments to raise AUD 7 million before costs through a Placement of 30,434,783 shares.
  • Yojee will also offer eligible shareholders a share purchase plan targeting up to an additional AUD 2 million.
  • Placement and share purchase plan shares will be offered at AUD 0.23 each.
  • Funds will support the commercial rollout and further development of Yojee’s Mosaic and TCMS freight software platforms.
  • Despite the latest daily increase, Yojee shares remain down 37.18% over the past year.

Yojee Limited (ASX:YOJ) shares moved 2.08% higher to AUD 0.24 during the morning session on 3 August 2026 after the logistics technology company announced an oversubscribed institutional placement and a share purchase plan targeting total proceeds of up to AUD 9 million before costs. The company has secured binding commitments for a AUD 7 million placement, while eligible existing shareholders will be given the opportunity to participate in a further AUD 2 million raising.

The update is favourable from a funding perspective because it provides Yojee with additional capital to support the recently launched Mosaic freight forwarding platform and its existing Transport Carrier Management System, or TCMS. The oversubscription also indicates participation from existing long-term shareholders and new sophisticated investors. However, the transaction will result in the issue of new shares, meaning investors will also be assessing the associated increase in the company’s Issued Capital .

Although Yojee shares advanced following the announcement, the stock remains down 37.18%, or AUD 0.15, over the past year. The latest capital raising places attention on how effectively the company can convert the new funds into product development, commercial sales and wider adoption of its freight management technology.

About Yojee and Its Logistics Technology Platform

Yojee is a logistics technology company focused on simplifying freight operations through digital software. Its technology is designed to allow logistics providers to bring complex Supply chain activities into a single operating environment.

The company’s platforms support the movement of air, ocean and road freight. By centralising data and operational processes, Yojee aims to give logistics businesses improved visibility over shipments, participants and workflows.

Its technology is intended to reduce fragmentation across freight networks, where information can otherwise be distributed across separate systems, partners and service providers. Yojee’s software brings these activities together so that teams can coordinate freight movements and monitor operations in real time.

The company is currently focused on the commercial rollout of two primary software offerings: Mosaic and TCMS.

Mosaic is a global platform developed for freight forwarders. It brings internal teams and external supply chain partners onto one system, with the aim of improving visibility and coordination across freight activities.

TCMS is Yojee’s established transport product. The company plans to use part of the newly raised capital to continue its development and commercialisation alongside Mosaic.

Oversubscribed Placement Secures AUD 7 Million

Yojee has received firm commitments to raise AUD 7 million before Transaction Costs through the placement of 30,434,783 fully paid ordinary shares.

The shares will be issued at AUD 0.23 each to Australian and overseas institutional and sophisticated investors. The company said the placement received support from a combination of existing long-term shareholders and new sophisticated investors.

The placement was oversubscribed, meaning investor Demand exceeded the amount Yojee initially sought to allocate under the offer.

Management described the funding as an important step in supporting the ongoing commercial rollout of the Mosaic and TCMS platforms. The company intends to apply the proceeds towards development, commercialisation, Business development, team expansion and general Working Capital .

Yojee expects to issue the placement shares on 11 August 2026. The new securities are scheduled to begin trading on the ASX on 12 August 2026.

The shares will be issued using Yojee’s existing placement capacity under ASX Listing Rule 7.1, meaning the placement does not require prior Shareholder approval under the timetable disclosed by the company.

Placement Price Represents a Discount

The AUD 0.23 placement price represents a discount to Yojee’s recent trading levels.

According to the company, the issue price is 4.2% below the latest closing price of AUD 0.24 before the Trading halt associated with the capital raising.

It also represents a discount of 9.978% to the company’s 15-day volume-weighted average price of AUD 0.255 leading up to the trading halt.

Capital raisings are commonly priced below the prevailing Market Price to attract sufficient demand and complete the transaction. In Yojee’s case, the placement secured commitments for the entire AUD 7 million amount and was described as oversubscribed.

During the morning session on 3 August 2026, Yojee shares traded at AUD 0.24, remaining one cent above the placement issue price.

The difference between the market price and the issue price may remain relevant as placement shares are issued and commence trading.

Existing Shareholders Offered AUD 2 Million SPP

Alongside the institutional placement, Yojee will offer eligible existing investors an opportunity to participate through a share purchase plan.

The SPP is intended to raise up to AUD 2 million before costs through the issue of as many as 8,695,652 additional shares.

Eligible shareholders may apply for up to AUD 30,000 worth of shares at the same AUD 0.23 issue price offered under the placement.

The offer will be available to shareholders with registered addresses in Australia and New Zealand who were on the company’s register at 5:00 pm on 31 July 2026.

Yojee expects to dispatch the SPP offer booklet and open the offer on 7 August 2026. The plan is scheduled to close at 5:00 pm Perth time on 20 August 2026, unless the Board elects to extend the closing date.

The company expects to announce the results of the SPP on 25 August 2026 and issue the resulting new shares on 26 August 2026.

Yojee has retained the discretion to accept applications above the targeted AUD 2 million amount. It may also close the offer early or scale back applications depending on the level of shareholder participation.

Fresh Capital to Support Mosaic Commercialisation

A central purpose of the raising is to accelerate the commercial rollout of Mosaic.

Yojee described Mosaic as a freight forwarding platform designed to connect teams and supply chain partners through a single global system. The product has recently reached commercial launch, and the company intends to use the new funding to support its next phase of development and market expansion.

Freight forwarding operations can involve multiple parties, including carriers, agents, warehouses, shippers and internal operating teams. Information exchanged between these groups can be fragmented across different platforms and manual processes.

Mosaic is designed to consolidate those interactions and make freight information available in one environment. Yojee said the platform seeks to improve visibility, optimise freight operations and enable Stakeholders to work together in real time.

The company has also positioned the software as an alternative to enterprise systems that may require costly integrations or restrict users to a particular operating environment.

Funding from the placement will allow Yojee to direct more resources towards the product’s commercial rollout, including sales activity, business development and the expansion of its team.

TCMS Remains Part of the Growth Strategy

The raising is not limited to Mosaic. Yojee also intends to continue investing in its TCMS transport product.

The TCMS platform forms part of the company’s existing freight technology offering and supports transport-related workflows. Yojee plans to apply the additional capital to both the development and ongoing commercialisation of TCMS.

The dual-platform strategy gives the company exposure to different areas of logistics operations. Mosaic focuses on freight forwarding and broader global supply chain coordination, while TCMS addresses transport management requirements.

Yojee said the proceeds would support additional resources across the business, including product development and team growth. This indicates that the company is seeking to build the operational capacity required to support both platforms as commercial activity increases.

The success of the strategy will depend on Yojee’s ability to generate sales, attract users and translate wider platform adoption into recurring commercial outcomes.

Management Points to Product Delivery and Sales

Chief Executive Officer Mark Connell said the funding followed work by the company’s team to deliver Mosaic in commercial form on time and within budget.

According to management, the new capital will allow Yojee to concentrate on generating further sales and continuing to develop its product offering.

The company also acknowledged the support received from both new and existing investors through the placement. Existing eligible shareholders are being invited to participate through the SPP on equivalent pricing terms.

While the announcement outlines the intended use of funds, it does not provide Revenue forecasts, customer numbers or specific sales targets linked to the capital raising. The focus of the update is therefore on funding availability and the commercial rollout process rather than near-term financial guidance.

Capital Raising Costs and Advisory Shares

Yojee appointed 708 Capital Pty Ltd as lead manager and bookrunner for the placement.

Under the agreement, the lead manager or its nominees will receive a cash fee equal to 6% of the gross proceeds raised under the overall capital raising, including funds received through the SPP. The stated fee is exclusive of goods and services tax.

The company will also issue up to 260,870 shares for advisory services connected with the transaction.

Based on the maximum targeted AUD 9 million raising, the 6% cash fee would represent AUD 540,000 before GST, although the final amount will depend on the total proceeds received, including the SPP outcome.

The issue of advisory shares will add to the new securities being created under the placement and share purchase plan.

Potential Increase in Shares on Issue

The placement involves the issue of 30,434,783 new shares, while the SPP could result in a further 8,695,652 shares being issued if the target amount is fully subscribed.

Together, these components could create up to 39,130,435 new ordinary shares, excluding the additional advisory allocation of up to 260,870 shares.

The capital raised gives Yojee additional financial capacity to pursue its growth strategy, but the increase in shares on issue also means each existing share will represent a smaller proportion of the company unless the shareholder participates proportionately in the raising.

The SPP provides eligible investors in Australia and New Zealand with an opportunity to acquire shares at the placement price, subject to the AUD 30,000 application limit and any scaling decisions made by the Board.

Key Dates for the Funding Process

Yojee has outlined an indicative schedule covering both components of the raising.

The SPP Record Date was 31 July 2026, followed by the capital raising announcement on 3 August 2026.

The company plans to release a cleansing notice on 6 August before dispatching the SPP booklet and opening the offer on 7 August.

Placement shares are expected to be issued on 11 August, with trading scheduled to begin the following day.

The SPP is due to close on 20 August, followed by the result announcement on 25 August and the issue of SPP shares on 26 August.

Yojee stated that these dates are indicative and may be changed by the Board.

What the Update Means for Yojee

The oversubscribed placement provides Yojee with immediate access to AUD 7 million before costs, while the SPP could increase total proceeds to AUD 9 million.

For the company, the funding reduces the immediate constraint of financing the commercial rollout of Mosaic and the continued advancement of TCMS. It also provides working capital as Yojee expands its development and business teams.

The announcement does not guarantee that greater Investment will result in higher sales or wider customer adoption. However, it gives the company additional resources to pursue those outcomes following Mosaic’s commercial launch.

The relatively modest 2.08% rise in Yojee’s shares suggests the market reacted favourably to the funding announcement, while also weighing the discounted issue price and the increase in shares associated with the transaction.

What Investors May Watch Next

The first immediate development will be the settlement and issue of the AUD 7 million placement shares.

Attention will then shift to participation in the SPP and whether the company raises the targeted additional AUD 2 million or elects to accept oversubscriptions.

Beyond the funding process, investors may focus on evidence of commercial progress from Mosaic and TCMS. This could include customer agreements, platform adoption, sales activity and future financial updates.

The use of proceeds will also be relevant, particularly how Yojee allocates capital between product development, team expansion, business development and general working capital.

Given that the stock remains down 37.18% over the past year, future operating updates will be important in demonstrating whether the company can convert its expanded financial resources into sustainable commercial growth.

Conclusion

Yojee’s latest announcement is favourable from a capital and commercialisation perspective, with the company securing binding commitments for an oversubscribed AUD 7 million placement and offering shareholders the opportunity to contribute up to a further AUD 2 million through an SPP.

The AUD 0.23 issue price is 4.2% below the previous closing price and 9.978% below the 15-day VWAP before the trading halt. The placement will result in 30,434,783 new shares, while the SPP may add another 8,695,652 shares if fully subscribed.

Proceeds will primarily support the continued development and commercial rollout of Mosaic and TCMS, alongside business development, additional staff and general working capital.

Yojee shares rose 2.08% to AUD 0.24 during the morning session on 3 August 2026 following the announcement. Nevertheless, the stock remains 37.18% lower over the past year.

The next points of focus include completion of the placement, the outcome of the SPP and the company’s ability to use the fresh capital to advance customer Acquisition and commercial adoption across its freight technology platforms.