EDBL Edible Garden AG Inc

BEARISH Impact: 7/10 8-K
Horizon weeks Filed Jun 12, 2026 Processed 6d 10h ago SEC 0001477932-26-003846
8-K material event: Items 1.01
Latest settled — T+1d
EDBL ▲ +4.27% at T+1d
SHORT call ✗ call lost -4.27% · α vs SPY -4.86% · entry $0.2110 → $0.2200
Next anchor: T+5d in 3d
Last close $0.2060 (close Jun 17) · +2.37% from $0.2110 entry (call sign-flipped)
Entry anchored
Jun 12, 03:59 PM ET
via Databento tick
T+1d
+4.27%
call -4.27% · α -4.86%
$0.2200
settled 4d ago
T+5d
call — · α —
in 3d
T+20d
call — · α —
in 24d
T+60d
call — · α —
in 3mo

Price Chart

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Executive Summary

Edible Garden AG issued $12M in notes to Streeterville Capital ($2.17M unsecured A-1 Note at 8% interest with $160K OID, and $10M secured B Note at 5% interest backed by a cash deposit account and subsidiary guarantees). The A-1 Note carries a monitoring fee and monthly redemption rights starting at month 6, while the B Note is secured by cash held at Lakeside Bank and can be exchanged for additional A Notes as principal is reduced. The filing creates a significant new debt obligation for a micro-cap company with a $1M market cap, raising severe dilution and default risk concerns.

Key Financial Metrics

Deal Value
$12.0M

Actionable Insight

This is a distressed financing at punitive terms — $12M in debt against a $1M market cap with aggressive redemption rights, trigger-based balance increases, and severe restrictions on future financing. The $10M B Note is essentially cash-collateralized, meaning the company only gets $2M in free cash flow. Monitor for early trigger events (delisting risk, judgment >$250K) that could accelerate the full balance. The stock is likely to face significant selling pressure as Streeterville can demand monthly redemptions starting month 6. The 0% historical win rate at T+20 on prior EDBL reports confirms the extreme downside risk in this name.

Key Facts

  • Company issued $2,170,000 A-1 Note (8% interest, 18-month maturity) and $10,000,000 B Note (5% interest, 18-month maturity) to Streeterville Capital
  • Net cash proceeds to company: $2,000,000 from A-1 Note ($160K OID + $10K expenses); $10,000,000 from B Note held in deposit account at Lakeside Bank
  • B Note is secured by cash in deposit account, pledge of EDBL Holdings equity, and guarantees from three subsidiaries
  • A-1 Note carries a monitoring fee (Outstanding Balance / 0.90 - Outstanding Balance) added at 90 days if still outstanding
  • Monthly redemption rights begin at month 6: up to $100,000/month on A-1 Note; limited redemption rights up to 10% of daily dollar trading volume when stock trades >10% above Nasdaq Minimum Price
  • Trigger events include failure to pay, bankruptcy, covenant breach, fundamental transaction without consent, delisting protocol, and judgments >$250,000
  • Trigger effect allows 15% balance increase per major trigger event (capped at 25% aggregate) and 5% per minor trigger event
  • Company is restricted from making any 'Restricted Issuance' (variable-rate convertible debt, reset-price securities) without investor consent
  • Company market cap is approximately $1M; total debt from this filing ($12M face value) is 12x market cap
  • Recent insider buying of $263K over 30 days by 4 insiders

Financial Impact

New debt of $12M face value ($12.17M including OID and expenses) against a $1M market cap company. Net cash to company is $2M from A-1 Note; $10M is held in a restricted deposit account as collateral for the B Note.

debtdilutionliquidityinterest expense

Risk Factors

  • Total debt ($12M face) is 12x market cap ($1M), creating extreme leverage and default risk
  • Monthly redemption rights ($100K/month) starting month 6 could drain available cash
  • Trigger events (delisting, judgments, covenant breach) allow 15-25% balance increases and immediate acceleration
  • Restricted issuance covenant severely limits company's ability to raise additional capital
  • Monitoring fee structure adds significant cost if note remains outstanding past 90 days
  • B Note exchange mechanism could convert secured B Note into unsecured A Notes, increasing dilution risk

Market Snapshot

Exchange
Nasdaq
Sector
Agricultural Production-Crops
Analyst Consensus
86% bullish (7 analysts)

Documents Analyzed

This report is based on 8 SEC documents filed with EDGAR.

DocumentAccession Number
8-K Filing (Primary)0001477932-26-003846
Document: edbl_ex104.htm0001477932-26-003846
Document: edbl_ex102.htm0001477932-26-003846
Document: edbl_ex103.htm0001477932-26-003846
Document: edbl_8k.htm0001477932-26-003846
Document: 0001477932-26-003846-index-headers.html0001477932-26-003846
Document: 0001477932-26-003846-index.html0001477932-26-003846
Document: 0001477932-26-003846.txt0001477932-26-003846
8 reports for EDBL
Performance horizon

Track record builds as more directional reports settle.

Filters
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Reports for EDBL — sortable, filterable
Type Now
Jun 18, 2026
today
DEFA14A
NEUTRAL ★ 2/10
$0.2069 awaiting T+1awaiting T+1$0.2060 (−0.43%)
Jun 15, 2026
3d ago
DEFA14A
NEUTRAL ★ 3/10
$0.2110 $0.2200▲ +4.27%▲ +4.86%$0.2060 (−2.37%)
Jun 12, 2026
6d ago
8-K
BEARISH ★ 7/10
$0.2110 $0.2200▼ −4.27%▼ −4.86%$0.2060 (+2.37%)
May 15, 2026
4w ago
Press Release
BEARISH ★ 6/10
$0.3890 $0.2870▲ +26.22%▲ +26.16%$0.2060 (+47.04%)
May 7, 2026
6w ago
Press Release
NEUTRAL ★ 3/10
$0.3850 $0.3960▲ +2.86%▲ +2.03%$0.2060 (−46.49%)
Mar 24, 2026
12w ago
Press Release
NEUTRAL ★ 3/10
$1.37 $1.12▼ −18.25%▼ −18.81%$0.2060 (−84.96%)
Mar 10, 2026
14w ago
8-K
NEUTRAL ★ 3/10
$2.38 $2.33▼ −2.10%▼ −0.62%$0.2060 (−91.34%)
Mar 10, 2026
14w ago
Press Release
NEUTRAL ★ 4/10
$2.27 $2.38▲ +4.85%▲ +4.95%$0.2060 (−90.93%)
Showing 8 of 8

US Market Status

Market Closed — Juneteenth — Opens Mon (77h 17m)

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