{"filings":[{"id":1528676,"accession_number":"0001493152-26-032547","cik":2019793,"company_name":"XCF Global, Inc.","ticker":"SAFX","form_type":"8-K","filed_at":"2026-07-08T21:25:14+00:00","items":["1.01","3.02","9.01"],"status":"ready","headline":"XCF Global enters $1M senior secured loan with 25% OID; issues 500K commitment shares","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Loan of $1,000,000 with 25% original issue discount, net proceeds $750,000; 10% interest, 2-month term.","Commitment fee of 500,000 shares of Class A Common Stock issued to lender Brown Stone Capital.","Security interest granted in inventory, accounts, environmental attributes, and other assets; excludes certain existing liens.","Company must reserve 5,000,000 Penalty of Default Shares for issuance upon event of default.","Loan proceeds for working capital and to support business combination agreement with DevvStream."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":153993528.24664658,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":1110996,"accession_number":"0001493152-26-029077","cik":2019793,"company_name":"XCF Global, Inc.","ticker":"SAFX","form_type":"8-K","filed_at":"2026-06-17T20:05:19+00:00","items":["1.02","9.01"],"status":"ready","headline":"XCF Global terminates $50M equity line with Helena; cancels 55M share reservation","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Terminated Purchase Agreement with Helena Global Investment Opportunities I LTD dated May 30, 2025.","Agreement allowed up to $50M common stock issuance at lowest intraday price over 3 trading days.","Approximately 55M shares previously reserved are unreserved, reducing potential dilution and market overhang.","Company retains flexibility to pursue other financing alternatives as appropriate."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":153993528.24664658,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":1010237,"accession_number":"0001493152-26-028380","cik":2019793,"company_name":"XCF Global, Inc.","ticker":"SAFX","form_type":"8-K","filed_at":"2026-06-12T13:00:17+00:00","items":["1.01","3.02","9.01"],"status":"ready","headline":"XCF Global raises ~$600K in private placement; references pending business combination","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Issues 4M shares at $0.15/share for gross proceeds of ~$600K to accredited investors.","Placement agents H.C. Wainwright and Roth Capital receive 233,333 shares and warrants at $0.21, 5-year term.","Existing stockholder purchases 666,666 shares directly for $100K.","Exhibit references planned business combination with Southern Energy Renewables and DevvStream."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":153993528.24664658,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":731677,"accession_number":"0001493152-26-025723","cik":2019793,"company_name":"XCF Global, Inc.","ticker":"SAFX","form_type":"8-K","filed_at":"2026-05-29T12:05:29+00:00","items":["1.01","3.02","8.01","9.01"],"status":"ready","headline":"XCF Global raises $4M via private placement, nears production restart at Reno facility","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Issued 26,666,680 shares at $0.15 each for total gross proceeds of $4,000,002 to two accredited investors.","Investors include Brown Stone Capital Ltd. (13,333,340 shares) and EEME Energy SPV I, LLC (13,333,340 shares).","New Rise Renewables Reno facility upgrades nearly complete; production restart expected in early June 2026.","Shares issued under Section 4(a)(2) and Regulation D Rule 506(b); resale registration to be filed with SEC."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":153993528.24664658,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":68685,"accession_number":"0001493152-26-022736","cik":2019793,"company_name":"XCF Global, Inc.","ticker":"SAFX","form_type":"8-K/A","filed_at":"2026-05-13T20:20:27+00:00","items":["1.01","2.03","3.02","8.01","9.01"],"status":"ready","headline":"XCF Global to issue 37M shares to Encore DEC, settling $16.7M debt and liens","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Settles ~$16.7M of accounts payable and property liens with Encore DEC via 37M shares of Class A common stock at $0.451/share.","Post-conversion, Randy Soule (Encore owner) will beneficially own ~30.56% of XCF's outstanding Class A common stock.","The company also secured a forbearance arrangement with its landowner to enhance financial flexibility.","The agreement fully satisfies the payable balance and eliminates all property liens on the New Rise Reno facility.","CEO Chris Cooper states the transaction shows continued progress on financial priorities and stakeholder confidence."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":153993528.24664658,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":42561,"accession_number":"0001493152-26-022526","cik":2019793,"company_name":"XCF Global, Inc.","ticker":"SAFX","form_type":"8-K","filed_at":"2026-05-12T21:09:30+00:00","items":["1.01","2.03","3.02","8.01","9.01"],"status":"ready","headline":"XCF Global settles $16.7M debt with Encore DEC via 37M share issuance at $0.451/share","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["$16.7M accounts payable and property liens settled by issuing 37,033,386 Class A shares at $0.451/share.","Encore DEC is 100% owned by majority shareholder Randy Soule; transaction is a related-party settlement.","Issuance increases Soule's beneficial ownership to approximately 30.56% of outstanding Class A common stock.","Debt and liens fully discharged upon share issuance; no further amounts owed.","CEO Chris Cooper states agreement improves balance sheet and demonstrates key stakeholder confidence."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":153993528.24664658,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":97243,"accession_number":"0001493152-26-021218","cik":2019793,"company_name":"XCF Global, Inc.","ticker":"SAFX","form_type":"8-K","filed_at":"2026-05-05T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"XCF Global updates investor presentation; content not provided in filing","summary_kind":"llm","event_type":"other_material","confidence":"low","bullets":["Filed updated investor presentation under Item 7.01 on May 4, 2026.","No specific financial or operational data from the presentation is included in the 8-K exhibit.","Company reaffirms proposed merger with DevvStream and Southern, referencing prior filings."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.25,"calibrated_materiality_score":0.25,"market_cap_usd":153993528.24664658,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":97242,"accession_number":"0001493152-26-021161","cik":2019793,"company_name":"XCF Global, Inc.","ticker":"SAFX","form_type":"8-K","filed_at":"2026-05-04T23:59:59+00:00","items":["1.01","3.02","8.01","9.01"],"status":"ready","headline":"XCF avoids ground-lease default; issues 4M shares to landlord; 2027 revenue target $110-120M","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["New Rise Reno subsidiary entered forbearance with landlord Twain through Jan 1, 2027, avoiding default on ground lease.","XCF issued 4,000,000 shares to Twain as consideration; proceeds from share sales credited against owed amounts.","New Rise Reno produced >2.5M gallons since March 2025; targeting return to operations in June 2026 after upgrade.","XCF targets 2027 net revenue of $110-120M, EBITDA $65-70M, and renewable fuel production of 40-43M gallons.","Signed binding term sheet with BGN for SAF offtake; business combination agreement with Southern Energy/DevvStream pending."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"negative","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":153993528.24664658,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":97241,"accession_number":"0001493152-26-016612","cik":2019793,"company_name":"XCF Global, Inc.","ticker":"SAFX","form_type":"8-K","filed_at":"2026-04-14T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"XCF Global terminates CFO, CAO resigns; appoints Harvey Schnitzer as CFO","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["CFO William Dale terminated effective April 9, 2026.","CAO Pamela Abowd resigned effective April 30, 2026; Schnitzer to assume CAO duties.","Harvey Schnitzer appointed CFO effective April 13, 2026 via ZRG Interim Solutions.","Company to pay ZRG $12,500 per week under Services Agreement for Schnitzer.","Schnitzer is a CPA with 30+ years CFO/COO experience; served as CFO at Farouk Systems."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":153993528.24664658,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":97240,"accession_number":"0001493152-26-016438","cik":2019793,"company_name":"XCF Global, Inc.","ticker":"SAFX","form_type":"8-K","filed_at":"2026-04-14T23:59:59+00:00","items":["1.01","7.01","9.01"],"status":"ready","headline":"XCF Global signs definitive BCA to acquire DevvStream and Southern Energy Renewables","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["DevvStream and Southern to merge into XCF via subsidiary mergers; DevvStream to domesticate to Delaware.","Closing conditions include Southern securing $400M bond approval from Louisiana and $10M cash.","XCF must achieve $1B annualized fuel product revenue and $100M EBITDA by June 30, 2026, as DevvStream condition.","Termination fees: $510K from DevvStream to XCF; $510K + $1.19M from XCF to DevvStream and Southern respectively.","Support & Lock-Up Agreements ensure shareholder approvals from core securityholders."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":153993528.24664658,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":97239,"accession_number":"0001493152-26-015928","cik":2019793,"company_name":"XCF Global, Inc.","ticker":"SAFX","form_type":"8-K","filed_at":"2026-04-09T23:59:59+00:00","items":["1.01","1.02","8.01","9.01"],"status":"ready","headline":"XCF Global: Phillips 66 terminates offtake agreement; secures BGN term sheet for SAF tolling","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Phillips 66 terminated Supply and Offtake Agreement with New Rise Reno effective May 1, 2026; has suspended performance and demands setoff.","XCF signed binding term sheet with BGN for tolling SAF and renewable naphtha at Reno facility and potentially a second future site.","Term sheet targets 2,264 bpd SAF and 481 bpd renewable naphtha production.","XCF evaluating financial impact of Phillips 66 termination; seeks definitive BGN tolling agreement within 20 business days."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"negative","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":153993528.24664658,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":111842,"accession_number":"0001493152-26-012202","cik":2019793,"company_name":"XCF Global, Inc.","ticker":"SAFX","form_type":"8-K","filed_at":"2026-03-23T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"XCF Global reports SAF price all-time high of $8.85/gal; Middle East conflict cited","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["SAF price in California reached $8.85/gal all-time high; jet fuel spot $1.26/gal (S&P Global Platts).","XCF's New Rise Reno facility has 38M gal/yr nameplate capacity; up to 100M gal blended SAF.","CEO Cooper at ABLC2026 highlighted domestic waste-based feedstocks and modular, scalable production.","No financial results or guidance were released; operations status unchanged."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.45,"calibrated_materiality_score":0.45,"market_cap_usd":153993528.24664658,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":111841,"accession_number":"0001493152-26-009476","cik":2019793,"company_name":"XCF Global, Inc.","ticker":"SAFX","form_type":"8-K","filed_at":"2026-03-10T23:59:59+00:00","items":["5.07","7.01","9.01"],"status":"ready","headline":"Shareholders approve 19.99%+ stock issuance; EEME to fund $6.2M for SAF plant conversion","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Shareholders on March 6, 2026 approved issuance of 19.99%+ of common stock to single investor (EEME) per Nasdaq Rules 5635(d) and 5635(b).","EEME will acquire remaining 62M shares for $6.2M in two tranches: half week of Mar 7, half week of Mar 31.","$10M investment to convert Reno facility to SAF production using Axens' Vegan technology.","Proposed business combination with DevvStream, Southern, EEME still subject to definitive agreements and approvals."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":153993528.24664658,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":111840,"accession_number":"0001493152-26-005573","cik":2019793,"company_name":"XCF Global, Inc.","ticker":"SAFX","form_type":"8-K","filed_at":"2026-02-06T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"XCF Global terminates Gregory Surette as Chief Strategy Officer effective Feb 2, 2026","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Termination of Gregory Surette as Chief Strategy Officer effective February 2, 2026.","Departure is not due to any disagreement with Company policies or practices.","No replacement has been announced or named.","Company thanked Mr. Surette for his service and contributions."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":153993528.24664658,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":111839,"accession_number":"0001493152-26-003538","cik":2019793,"company_name":"XCF Global, Inc.","ticker":"SAFX","form_type":"8-K","filed_at":"2026-01-26T23:59:59+00:00","items":["1.01","3.02","7.01","9.01"],"status":"ready","headline":"XCF Global signs binding term sheet for three-party merger with Southern and DevvStream","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Binding term sheet signed Jan 26, 2026; Southern and DevvStream to become wholly-owned subsidiaries of XCF.","Investor EEME to purchase up to $10M of XCF common stock to fund New Rise Reno SAF facility conversion.","Initial EEME purchase: 7M shares for $700K; remaining 93M shares expected through March 31, 2026.","Post-closing board: XCF designates 4 members (incl. CEO Chris Cooper as chair), Southern 2, DevvStream 1.","No assurance of definitive agreement; closing subject to negotiation, approvals, and milestones."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":153993528.24664658,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":111838,"accession_number":"0001493152-26-002456","cik":2019793,"company_name":"XCF Global, Inc.","ticker":"SAFX","form_type":"8-K","filed_at":"2026-01-15T23:59:59+00:00","items":["5.02","8.01","9.01"],"status":"ready","headline":"XCF Global appoints new CFO William Dale; evaluates financing for New Rise Reno 2 SAF","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["William Dale appointed CFO effective Jan 12, 2026, succeeding Simon Oxley who becomes consultant.","Oxley received 5,246,260 RSUs; eligible for 2,753,740 additional shares if acquisition project closes.","Company engaged Bank of America to structure potential debt financing for New Rise Reno 2 expansion.","New Rise Reno 2 aligns with non-binding MOU with BGN INT US LLC for global distribution and offtake.","SAF market projected to exceed $25B by 2030 and $250B by 2050."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":153993528.24664658,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":128473,"accession_number":"0001493152-25-027576","cik":2019793,"company_name":"XCF Global, Inc.","ticker":"SAFX","form_type":"8-K","filed_at":"2025-12-12T23:59:59+00:00","items":["3.01","8.01","9.01"],"status":"ready","headline":"XCF Global receives Nasdaq delisting notice; enters non-binding MOU for SAF collaboration with Southern and DevvStream","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Nasdaq notified XCF that its stock closed below $1.00 for 30 consecutive days (Oct 27–Dec 8, 2025); compliance period until June 8, 2026.","Stock continues trading on Nasdaq under SAFX; no immediate impact on listing.","Non-binding MOU with Southern Energy and DevvStream to explore integrated low-carbon fuels platform, including potential New Rise Louisiana SAF facility (~40 million gallons/yr).","MOU does not create binding obligations; overlapping investor relationships noted (Majique Ladnier entities own ~19.6% of XCF; XCF has $365k loan from GL Part SPV I, LLC)."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"negative","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":153993528.24664658,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":128472,"accession_number":"0001493152-25-026336","cik":2019793,"company_name":"XCF Global, Inc.","ticker":"SAFX","form_type":"8-K","filed_at":"2025-12-05T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"XCF Global completes initial work at New Rise Reno 2; $300M investment to double SAF capacity to ~80M gal/yr","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Initial site work completed: grading of 10-acre parcel and construction of access roads; engineering and planning underway.","Planned $300 million investment will double total SAF production capacity from ~38M to ~80M gallons annually.","Construction expected to begin in 2026; adjacent location allows integration with existing infrastructure to reduce costs and risk.","Signed MOU with BGN INT US LLC in November 2025 to develop global distribution and offtake frameworks.","Company highlights U.S. and European SAF mandates driving demand; shares outstanding ~208.3M with <20% free float."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":153993528.24664658,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":128471,"accession_number":"0001493152-25-025031","cik":2019793,"company_name":"XCF Global, Inc.","ticker":"SAFX","form_type":"8-K","filed_at":"2025-11-26T23:59:59+00:00","items":["1.01","2.03","3.02","9.01"],"status":"ready","headline":"XCF Global converts $28M payable and $8M debt into shares; majority owner stake rises to 53.6%","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Encore DEC, LLC settles $28M accounts payable for 36.8M shares at $0.7613/share; Randy Soule beneficial ownership rises to ~53.6%.","GL Part SPV I, LLC converts $2.35M loan and $4.24M notes/interest for ~8.66M shares at $0.7613/share, reaching ~19.9% ownership.","Company issued 102k shares to Narrow Road and 36.5k to Cribb as penalty for overdue notes, and 240k shares to Polar for default.","Encore and Focus Impact BHAC Sponsor agreed to 6-month lock-up on portions of their shares.","Overall, ~46M shares issued from these conversions, significantly diluting existing shareholders."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"negative","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":153993528.24664658,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":128470,"accession_number":"0001493152-25-024462","cik":2019793,"company_name":"XCF Global, Inc.","ticker":"SAFX","form_type":"8-K","filed_at":"2025-11-20T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"XCF Global makes updated investor presentation available (November 2025)","summary_kind":"llm","event_type":"other","confidence":"low","bullets":["Company furnished updated Investor Presentation (November 2025) via 8-K.","Presentation expected to be used in meetings with investors, analysts, and stakeholders.","No specific financial or operational updates disclosed in the filing text; presentation content not included."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.15,"calibrated_materiality_score":0.15,"market_cap_usd":153993528.24664658,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":128469,"accession_number":"0001493152-25-021713","cik":2019793,"company_name":"XCF Global, Inc.","ticker":"SAFX","form_type":"8-K","filed_at":"2025-11-12T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"XCF Global appoints Christopher Cooper as CEO, replaces Mihir Dange; Wray Thorn named Interim Chair","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Cooper appointed CEO and Board director effective Nov 7, 2025; prior CEO Mihir Dange terminated without cause.","Cooper's compensation: $500k base salary, target bonus up to 100% of base, 2% fully diluted stock options with 5-yr vesting.","Board member Wray Thorn appointed Interim Chair; largest shareholder Randy Soule named Senior Operations Adviser.","Cooper brings 25+ years in energy, most recently Head of Renewables Trading at BGN and President of Neste U.S."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":153993528.24664658,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":128468,"accession_number":"0001493152-25-019788","cik":2019793,"company_name":"XCF Global, Inc.","ticker":"SAFX","form_type":"8-K","filed_at":"2025-10-27T23:59:59+00:00","items":["1.01","2.03","9.01"],"status":"ready","headline":"XCF Global (SAFX) enters $1.12M promissory notes, net $1M after $120K OID","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Entered into two promissory notes totaling $1.12M principal (net proceeds $1M after $120K OID).","Notes bear no interest except 12% default rate; mature three months from disbursement.","Disbursement conditioned on filing registration statement for shares under Purchase Agreement with Helena Global.","Borrower must apply 50% of net proceeds from share sales under Purchase Agreement to repay notes pro rata.","Negative covenants restrict incurring additional debt (except permitted debt) and creating liens."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"negative","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":153993528.24664658,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":128464,"accession_number":"0001493152-25-018705","cik":2019793,"company_name":"XCF Global, Inc.","ticker":"SAFX","form_type":"8-K/A","filed_at":"2025-10-21T23:59:59+00:00","items":["1.01","5.02","2.01","9.01","2.04","3.01","8.01","3.02","2.4","3.03","5.01","5.03","5.05","5.06","7.01"],"status":"ready","headline":"XCF Global completes business combination, provides financials and financing updates","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Business combination closed June 6, 2025; Legacy XCF valued at $1.75B pre-money; ~149.3M shares outstanding post-close.","All lock-up restrictions on legacy XCF shares waived, allowing immediate sale of converted shares.","Helena Note: $2M unsecured promissory note issued May 30, 2025; later amended with $2.25M cash payment and share return.","EEME Energy convertible notes: $2M and $4M tranches converted at ~$1.58 and ~$1.20 per share; EEME and affiliates hold ~19.7%.","Phillips 66 agreement amended clarifying feedstock title, metering, and reloading obligations at New Rise facility."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":153993528.24664658,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":128467,"accession_number":"0001493152-25-018182","cik":2019793,"company_name":"XCF Global, Inc.","ticker":"SAFX","form_type":"8-K","filed_at":"2025-10-15T23:59:59+00:00","items":["8.01"],"status":"ready","headline":"XCF Global enters binding term sheet for exclusive SAF licensing deal in Australia","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["XCF grants New Rise Australia exclusive 15-year license for renewable fuel facility designs, focusing on SAF and renewable diesel.","XCF receives 12.5% non-dilutable equity stake in New Rise Australia plus licensing fees of 12.5% of net profit.","Milestones require at least three SAF production facilities in Australia within the initial 15-year term.","Definitive agreement expected within 60 days, subject to customary due diligence, approvals, and closing conditions.","XCF retains all IP ownership and gets board representation, participation, and information rights."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":153993528.24664658,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":128466,"accession_number":"0001493152-25-017663","cik":2019793,"company_name":"XCF Global, Inc.","ticker":"SAFX","form_type":"8-K","filed_at":"2025-10-10T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"XCF Global to present at Trinity Financing event in New York on Oct 9, 2025","summary_kind":"llm","event_type":"other","confidence":"low","bullets":["Company to deliver corporate presentation at event organized by Trinity Financing Corporation in New York.","Press release issued Oct 6, 2025 announcing the presentation; exhibits furnished but not filed.","No financial results or material updates disclosed in the filing."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.15,"calibrated_materiality_score":0.15,"market_cap_usd":153993528.24664658,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":128465,"accession_number":"0001493152-25-017333","cik":2019793,"company_name":"XCF Global, Inc.","ticker":"SAFX","form_type":"8-K","filed_at":"2025-10-07T23:59:59+00:00","items":["1.01"],"status":"ready","headline":"XCF Global subsidiary amends feedstock supply agreement with Phillips 66","summary_kind":"llm","event_type":"other_material","confidence":"medium","bullets":["Amendment clarifies that Phillips 66 retains title to feedstock stored at the New Rise facility; title transfers upon entry into process units.","New Rise must maintain flow-metering equipment, provide daily inventory reports, and conduct monthly volume reconciliations.","Phillips 66 gains right to require reloading of feedstock from storage into railcars upon written notice.","New Rise must maintain reverse-flow equipment and procedures at its expense and grant Phillips 66 reasonable access to inspect."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.2,"calibrated_materiality_score":0.2,"market_cap_usd":153993528.24664658,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":145265,"accession_number":"0001493152-25-015754","cik":2019793,"company_name":"XCF Global, Inc.","ticker":"SAFX","form_type":"8-K","filed_at":"2025-09-26T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"XCF Global Capital subsidiary files Q1 2025 10-Q; risk factors incorporated","summary_kind":"llm","event_type":"other_material","confidence":"medium","bullets":["XCF Global Capital Inc. filed its Form 10-Q for quarter ended March 31, 2025 on September 26, 2025.","Company incorporates by reference the risk factors disclosed in that subsidiary's 10-Q.","Risk factors from the subsidiary's filing are also risk factors for XCF Global, Inc. (ticker: SAFX)."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.2,"calibrated_materiality_score":0.2,"market_cap_usd":153993528.24664658,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":145264,"accession_number":"0001493152-25-014819","cik":2019793,"company_name":"XCF Global, Inc.","ticker":"SAFX","form_type":"8-K","filed_at":"2025-09-24T23:59:59+00:00","items":["5.02","7.01","9.01"],"status":"ready","headline":"Director Anne Anderson resigns from XCF Global board; board size now five","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Anne Anderson resigned as director and Lead Independent Director on Sept 19, 2025, for personal reasons.","Board reduced from six to five members; majority remain independent per Nasdaq rules.","Carter B. McCain appointed to Audit Committee; Sanford Cockrell III to Nominating and Governance Committee.","Resignation was not due to any disagreement with the company on operations, policies, or practices."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.25,"calibrated_materiality_score":0.25,"market_cap_usd":153993528.24664658,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":145263,"accession_number":"0001641172-25-026064","cik":2019793,"company_name":"XCF Global, Inc.","ticker":"SAFX","form_type":"8-K","filed_at":"2025-08-29T23:59:59+00:00","items":["2.04"],"status":"ready","headline":"XCF Global subsidiary receives $130.7M loan acceleration; GNCU withdraws but defaults stand","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["New Rise Reno subsidiary has $112.58M GNCU loan; GNCU notified acceleration of full balance as of Aug 6, 2025.","Acceleration notice stated amount owing as of Aug 5, 2025 is $130,671,882.10, excluding fees and penalties.","On Aug 27, 2025, GNCU withdrew acceleration but did not withdraw prior default notices or demand to cure.","Company is in active discussions with GNCU for potential forbearance or modified payment schedule.","No assurance that financing or resolution on acceptable terms will be obtained."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"negative","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":153993528.24664658,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":145262,"accession_number":"0001641172-25-025565","cik":2019793,"company_name":"XCF Global, Inc.","ticker":"SAFX","form_type":"8-K","filed_at":"2025-08-26T23:59:59+00:00","items":["3.01","9.01"],"status":"ready","headline":"Nasdaq warns XCF Global of potential delisting over delayed Q2 10-Q filing","summary_kind":"llm","event_type":"regulatory","confidence":"high","bullets":["Received Nasdaq notice on Aug 21, 2025 for noncompliance with Rule 5250(c)(1) due to late Q2 Form 10-Q.","Has 60 days (until Oct 20, 2025) to submit a plan; Nasdaq can grant up to 180-day extension (to Feb 17, 2026).","Expects to file Q2 10-Q by Sept 30, 2025; stock continues trading under SAFX with ~153.2M shares outstanding.","Notice has no immediate impact on business operations or debt agreements.","Company is a sustainable aviation fuel producer; free float below 20%."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"negative","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":153993528.24664658,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":145261,"accession_number":"0001641172-25-021902","cik":2019793,"company_name":"XCF Global, Inc.","ticker":"SAFX","form_type":"8-K","filed_at":"2025-08-01T23:59:59+00:00","items":["1.01","2.03","3.02","9.01"],"status":"ready","headline":"XCF Global enters convertible note financing for up to $7.5M; initial $2M drawn","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Convertible Note Purchase Agreement with EEME Energy SPV I LLC for up to $7.5M aggregate principal; initial closing of $2M on July 29, 2025.","Notes convertible at 90-95% of 5-day VWAP; 13.3% upfront interest paid in shares.","Issued 750k arrangement fee shares and 200k advisory fee shares to EEME Energy.","EEME Energy is affiliate of Majique Ladnier, who also controls GL Entities; pro forma combined ownership ~18.3% of SAFX.","Notes and conversion shares are unregistered, sold under Rule 506 of Regulation D."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.72,"calibrated_materiality_score":0.72,"market_cap_usd":153993528.24664658,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":145260,"accession_number":"0001140361-25-025912","cik":2019793,"company_name":"XCF Global, Inc.","ticker":"SAFX","form_type":"8-K","filed_at":"2025-07-15T23:59:59+00:00","items":["1.01","2.03","9.01"],"status":"ready","headline":"XCF Global amends promissory note; receives $2.25M cash, cancels 1.17M shares from Soule","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Company waived Helena's obligation to return shares in exchange for $2,249,771.14 cash payment from Helena.","Soule agreed to return 1,173,164 shares of Class A Common Stock to XCF for cancellation.","Amendment added indemnification provisions in favor of noteholder in the promissory note.","Changes modify the existing promissory note dated May 30, 2025 among XCF, Helena, and Soule."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.45,"calibrated_materiality_score":0.45,"market_cap_usd":153993528.24664658,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":145259,"accession_number":"0001140361-25-024310","cik":2019793,"company_name":"XCF Global, Inc.","ticker":"SAFX","form_type":"8-K","filed_at":"2025-07-01T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"XCF Global posts investor presentation on synthetic aviation fuels","summary_kind":"llm","event_type":"other_material","confidence":"low","bullets":["Investor presentation titled 'Flying Clean with Synthetic Aviation Fuels' released July 2025.","Presentation intended for investor and analyst communications; available on company website.","No specific financial targets or material operational updates disclosed in the presentation excerpt."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.1,"calibrated_materiality_score":0.1,"market_cap_usd":153993528.24664658,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":163684,"accession_number":"0001140361-25-023754","cik":2019793,"company_name":"XCF Global, Inc.","ticker":"SAFX","form_type":"8-K","filed_at":"2025-06-26T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"XCF Global signs non-binding MOU for Australian SAF/HVO platform with Continual Renewable Ventures","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["MOU to launch New Rise Australia, a SAF and HVO platform in Australia, powered by XCF's patent-pending site design.","Expected terms include equity stake, license fees, and exclusive rights to the Australian market.","First Australian facility to follow blueprint of XCF's New Rise Reno facility.","Parties negotiating definitive agreement; no assurance a deal will be reached.","Partnership aligns with XCF's international expansion strategy and recent Nasdaq listing."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":153993528.24664658,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":163683,"accession_number":"0001140361-25-023457","cik":2019793,"company_name":"XCF Global, Inc.","ticker":"SAFX","form_type":"8-K","filed_at":"2025-06-24T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"XCF Global launches strategic international expansion framework for SAF","summary_kind":"llm","event_type":"other_material","confidence":"medium","bullets":["Modular patent-pending facility design to scale SAF production across borders.","Partnership model enables rapid deployment, capital efficiency, local adaptability.","Licensing arrangements provide access to XCF's SAF platform with equity and royalty economics.","Company identifies multiple high-priority markets and is in active partner discussions.","Expansion targets growing global demand and policy momentum for low-carbon aviation fuel."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.4,"calibrated_materiality_score":0.4,"market_cap_usd":153993528.24664658,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":163682,"accession_number":"0001140361-25-022325","cik":2019793,"company_name":"XCF Global, Inc.","ticker":"SAFX","form_type":"8-K","filed_at":"2025-06-12T23:59:59+00:00","items":["1.01","5.02","2.04","2.01","8.01","9.01","3.02","3.03","5.01","5.03","5.05","5.06","7.01"],"status":"ready","headline":"XCF Global completes business combination with Focus Impact; begins trading on Nasdaq under SAFX","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Pre-money equity value of XCF set at $1.75B; issued ~142M shares to XCF equityholders at $10.00/share.","Post-combination shares outstanding ~149.3M; ~157.8M fully diluted; no lock-up restrictions after waiver.","Entered forbearance agreement with landlord Twain GL XXVIII until Sept 3, 2025; to issue 4M shares as consideration.","Management reiterates substantial doubt about ability to continue as going concern; audited FY2024 financials delayed.","Board appointed: Carl Stanton (observer), Mihir Dange (CEO), Gregory Surette (CSO); Sponsor retains nomination rights."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.9,"calibrated_materiality_score":0.9,"market_cap_usd":153993528.24664658,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":163681,"accession_number":"0001140361-25-021621","cik":2019793,"company_name":"XCF Global, Inc.","ticker":"SAFX","form_type":"8-K","filed_at":"2025-06-06T23:59:59+00:00","items":["1.01","8.01","9.01"],"status":"ready","headline":"Focus Impact BH3 Newco and XCF waive key closing conditions for merger; board set at 6 with XCF majority","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Waiver dated June 5, 2025, allows merger to close despite certain unresolved conditions.","Post-merger board: 4 XCF designees (Dange, Anderson, Cockrell, Kim), 1 BHAC designee (Thorn), 1 independent (McCain).","Conditions waived: Greater Nevada Credit Union loan, Twain Ground Lease, SAF production issues, Phillips 66 right of first refusal.","Waived requirements: execution of Amended Key Agreement and purchase of Company Service Level Insurance Coverage pre-closing.","All other terms of the Business Combination Agreement remain in full force and effect."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":153993528.24664658,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":163680,"accession_number":"0001140361-25-021318","cik":2019793,"company_name":"XCF Global, Inc.","ticker":"SAFX","form_type":"8-K","filed_at":"2025-06-03T23:59:59+00:00","items":["1.01","8.01","9.01"],"status":"ready","headline":"XCF business combo extended to June 30; $19.3M loan default, $18.5M lease default disclosed","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Amendment No. 3 extends business combination termination date to June 30, 2025.","XCF entered $50M ELOC with Helena and $2M promissory note (gross, $400k interest) for post-combination financing.","GNCU loan default notice: $112.58M USDA-guaranteed debt; $19.3M past due (excl. $2.1M penalties) as of May 15, 2025.","Twain ground lease default: $18.5M owed ($13.3M lease payments + $5.6M late fees) as of May 15, 2025.","Appointed Pamela Abowd as Chief Accounting Officer on April 16, 2025."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"negative","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":153993528.24664658,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null}],"next_cursor":null}