AGAE All In FutureTech Alliance, Inc.

MIXED Impact: 7/10 8-K
Horizon months Filed May 26, 2026 Processed 11d 13h ago SEC 0001213900-26-060783
Killer combo: Material agreement + unregistered equity (likely PIPE/convertible)
Latest settled — T+5d ⚠ clustered
AGAE ▼ -17.87% at T+5d
NEUTRAL call ✗ call lost -17.87% · α vs SPY -18.95% · entry $0.6150 → $0.5051
Next anchor: T+20d in 17d
Last close $0.3430 (close Jun 5) · -44.23% from $0.6150 entry
Entry anchored
May 22, 03:59 PM ET
via Databento tick
T+1d
-4.07%
call -4.07% · α -4.08%
$0.5900
settled 11d ago
T+5d
-17.87%
call -17.87% · α -18.95%
$0.5051
settled 5d ago
T+20d
call — · α —
in 17d
T+60d
call — · α —
in 2mo

Price Chart

Loading chart...

Executive Summary

AGAE entered into a transformative acquisition of creditor rights and minority equity in HyalRoute Communication Group, a fiber optic network company, for ~$2.31B in stock (230.68M shares at $10/share). The deal is highly dilutive but provides control of ~57.7% of the target. Closing requires shareholder and regulatory approvals, including CFIUS/trade control clearance. The massive issuance relative to current $22M market cap introduces extreme dilution risk, while the conditional timeline and lock-ups (12-36 months) create uncertainty.

Key Financial Metrics

Deal Value
$2.3B
Offering Size
$2.3B
Dilution
230%

Actionable Insight

Monitor shareholder vote and regulatory approvals (CFIUS, OFAC). The deal's success hinges on obtaining Clearance under Outbound Investment Rules and Sanctions Laws. If conditions are met, the first tranche issuance within 1 month is a key catalyst. The lock-up periods limit selling pressure but dilution overhang will weigh on the stock. Watch for termination fee triggers and valuation report.

Key Facts

  • Acquisition of rights to ~43.55% of HyalRoute and additional ~14.12% from minority sellers, totaling control of ~57.7%
  • Total consideration: $2,306,800,000 in restricted common stock (230.68M shares) valued at $10.00/share
  • First tranche: 17.42M shares within 1 month of closing; Second: 104.52M shares within 6 months; Third: 52.26M shares within 3 months after second
  • Downward adjustment if target valuation < $4B; baseline valuation of $4B implies target equity value
  • Closing conditions include shareholder vote, regulatory approvals (CFIUS, HSR, trade controls), and target company joinders
  • Termination fee of 1% of purchase price ($17.42M) payable by seller if deal fails under certain circumstances
  • Massive dilution: current market cap ~$22M; new shares represent ~230% of current outstanding

Financial Impact

Total consideration $2,306,800,000 in stock, representing extreme dilution relative to current $22M market cap. Target valuation subject to adjustment if below $4B. No cash consideration.

dilutionmarket capshare count

Risk Factors

  • Extreme dilution: 230.68M new shares vs current ~100M outstanding, potentially overwhelming existing holders
  • Regulatory risk: CFIUS, trade control, and sanctions clearance required; target operations in Myanmar/Burma add complexity
  • Conditional closing: failure to meet conditions could delay or kill the deal, with 1% termination fee as sole remedy
  • Valuation uncertainty: target financials not provided; downward adjustment clause allows repricing if valuation below $4B
  • Lock-up expiration: large tranches unlock at 12, 24, and 36 months, creating sequential selling pressure

Market Snapshot

Exchange
Nasdaq
Sector
Services-Amusement & Recreation Services
Analyst Consensus
0% bullish (6 analysts)

Documents Analyzed

This report is based on 4 SEC documents filed with EDGAR.

DocumentAccession Number
8-K Filing (Primary)0001213900-26-060783
Document: ea029209101ex10-2.htm0001213900-26-060783
Document: ea029209101ex10-3.htm0001213900-26-060783
Document: ea0292091-8k_allinfuture.htm0001213900-26-060783
16 reports for AGAE
Performance horizon
100% Hit rate 4 of 4 directional calls best @ T+20▲ +26.32%Apr 21, 2026
Filters
Rows
Reports for AGAE — sortable, filterable
Type Now
Jun 6, 2026
today
Press Release
NEUTRAL ★ 3/10
awaiting T+5
Jun 5, 2026
1d ago
8-K
NEUTRAL ★ 5/10
$0.4190 awaiting T+5awaiting T+5$0.3430 (−18.14%)
May 26, 2026
11d ago
Press Release
MIXED ★ 6/10
$0.6150 $0.5051▼ −17.87%▼ −18.95%$0.3430 (−44.23%)
May 26, 2026
11d ago
DEFA14A
NEUTRAL ★ 5/10
$0.6148 $0.4606▼ −25.08%▼ −26.29%$0.3430 (−44.21%)
May 26, 2026
11d ago
8-K
MIXED ★ 7/10
$0.6150 $0.5051▼ −17.87%▼ −18.95%$0.3430 (−44.23%)
May 22, 2026
15d ago
Press Release
NEUTRAL ★ 6/10
$0.6150 $0.5051▼ −17.87%▼ −18.95%$0.3430 (−44.23%)
May 22, 2026
15d ago
Press Release
BEARISH ★ 8/10
$0.5890 $0.5420▲ +7.98%▲ +9.66%$0.3430 (+41.77%)
May 22, 2026
15d ago
Press Release
NEUTRAL ★ 4/10
awaiting T+5
May 22, 2026
15d ago
8-K
BEARISH ★ 7/10
awaiting T+5
May 20, 2026
17d ago
8-K
NEUTRAL ★ 3/10
$0.4960 $0.5900▲ +18.95%▲ +17.71%$0.3430 (−30.85%)
Showing 10 of 16

US Market Status

Market Closed — Opens Mon (12h 14m)

Subscribe to SecBot

Get Real-Time SEC Filing Intelligence

Comprehensive SEC filing analysis delivered the moment filings hit EDGAR. Sentiment scoring, impact analysis, and actionable insights for every material event.

Try SecBot Free Coming soon: SecBot Pro with alerts, watchlists, and API access