FGMCR FG Merger II Corp.

BEARISH Impact: 7/10 425
Horizon immediate Filed Jun 8, 2026 Processed 1d 9h ago SEC 0001104659-26-071381
Rule 425 M&A communications

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Executive Summary

FG Merger II Corp. (FGMC) announced the closing of the redemption window for its business combination with BOXABL Inc., reporting that approximately 6,615,950 shares were tendered for redemption, removing ~$68.8M from trust and leaving ~$14M for the combined company post-closing. The special shareholder meeting to vote on the merger is scheduled for June 9, 2026. The high 82.7% redemption rate leaves a very small public float and minimal cash for BOXABL's operations, despite recent commercial momentum from a Phase 2 purchase agreement.

Actionable Insight

The 82.7% redemption rate leaves the combined company with only ~$14M — likely insufficient to fund BOXABL's operations and manufacturing scale-up without dilutive financing. Existing FGMC rights (FGMCR) and units (FGMCU) become nearly worthless if the merger closes with minimal cash. Watch for reverse-redemption requests before the June 9 vote; any significant reversal could improve the cash position.

Key Facts

  • Approximately 6,615,950 shares (82.7% of public shares) were tendered for redemption.
  • Approximately $68.8M will be removed from trust at $10.40 per share.
  • Only 1,384,050 public shares will remain outstanding after redemption.
  • Approximately $14M will remain in trust post-redemption.
  • Special meeting to approve the business combination is set for June 9, 2026.
  • Post-closing, the combined company expects to trade on Nasdaq under ticker BXBL.
  • BOXABL recently announced a first Phase 2 purchase agreement for 203 boxes (~$12.4M potential revenue) with Shelton Development.

Financial Impact

~$68.8M removed from trust (82.7% redemption), leaving ~$14M. Trust was likely ~$82.8M pre-redemption based on 8M shares at $10.40.

trust_cashpublic_floatcash_position

Risk Factors

  • Post-merger Boxabl will have minimal cash (~$14M) and may require immediate dilutive financing to fund operations and production commitments like the $12.4M Shelton order.
  • The tiny public float (1.38M shares) could result in extreme price volatility or difficulty maintaining Nasdaq listing standards.
  • Shareholder vote on June 9 may fail if remaining holders decline to approve the combination with such low trust proceeds.

Market Snapshot

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Documents Analyzed

This report is based on 5 SEC documents filed with EDGAR.

DocumentAccession Number
425 Filing (Primary)0001104659-26-071381
Document: tm2617174d1_ex99-1.htm0001104659-26-071381
Document: 0001104659-26-071381-index-headers.html0001104659-26-071381
Document: 0001104659-26-071381-index.html0001104659-26-071381
Document: 0001104659-26-071381.txt0001104659-26-071381
12 reports for FGMCR
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Reports for FGMCR — sortable, filterable
Type Now
Jun 9, 2026
today
425
NEUTRAL ★ 4/10
$0.9550 awaiting T+5awaiting T+5
Jun 8, 2026
1d ago
425
BEARISH ★ 7/10
$0.9231 awaiting T+5awaiting T+5
Jun 3, 2026
6d ago
425
NEUTRAL ★ 4/10
$0.8100 awaiting T+5awaiting T+5
May 29, 2026
11d ago
425
MIXED ★ 5/10
$0.7520 awaiting T+5awaiting T+5
May 29, 2026
11d ago
8-K
NEUTRAL ★ 4/10
$0.7520 awaiting T+5awaiting T+5
May 26, 2026
14d ago
425
NEUTRAL ★ 4/10
$0.7650 awaiting T+5awaiting T+5
May 21, 2026
19d ago
DEFA14A
NEUTRAL ★ 4/10
awaiting T+5
May 14, 2026
27d ago
DEFA14A
NEUTRAL ★ 3/10
awaiting T+5
May 13, 2026
27d ago
425
NEUTRAL ★ 5/10
awaiting T+5
May 13, 2026
28d ago
EFFECT
NEUTRAL ★ 5/10
$0.7399 $0.7686▲ +3.88%▲ +5.04%
Showing 10 of 12

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