Key Takeaways

Filings were dominated by OKLO registering a combined $5.00 billion in potential capital via a $3.50 billion shelf and a $1.50 billion ATM program.
IREN announced significant capital activity, including a $2.00 billion convertible note offering and a $1.63 billion common stock offering paired with a buyback of the same size.

Dilution Events

IREN executed a massive capital raise totaling over $3.63 billion through multiple channels:

Public Offering: Raised $1.63 billion via the sale of 39699102 million shares at a price of $41.12 per share. View SEC Filing →
Convertible Note: Issued $2.0B in new convertible notes with an initial conversion price of $51.40. View SEC Filing →
Share Buyback: Repurchased $1.63 billion. View SEC Filing →
Shares for Services: Issued 103001920 million shares for services rendered. View SEC Filing →
ATM Program: Notes its prior $1.0B ATM program is fully utilized, may register a new one soon. View SEC Filing →

↳ Total Capital Raised: ~$3.63 billion.

OKLO executed a massive capital raise totaling over $1.50 billion through two primary channels:

ATM Program: Filed for a $1.5B At-The-Market (ATM) equity offering. View SEC Filing →
Shelf Registration: Filed shelf registration for future capital raises. View SEC Filing →

↳ Total Capital Raised: ~$1.50 billion.

PIPE: Closed $185.0 million PIPE of 13795685 million shares at $13.41 per share. Special terms: Includes Pre-Funded Warrants (PFWs) in lieu of shares for some investors, PFWs have exercise price of $0.001, Company required to file a registration statement for resale of shares View SEC Filing →

CAPR executed a 4-component financing totaling $77.5 million:

Public Offering: . View SEC Filing →
ATM Program: Sold $77.5M via ATM, selling 2.68M shares at avg price of $28.88. View SEC Filing →
Warrant Exercise: Has 4.9M warrants o/s, exercisable @ avg $5.70 (deeply in-the-money). View SEC Filing →
Shares for Services: Issued 12813485 million shares for services rendered. View SEC Filing →

↳ Total Capital Raised: ~$77.5 million.

TARA executed a 3-component financing totaling $75.0 million:

Public Offering: Raised $75.0 million. View SEC Filing →
Shares for Services: Issued 29330000 million shares for services rendered. View SEC Filing →
Shelf Registration: Filed shelf registration for future capital raises. View SEC Filing →

↳ Total Capital Raised: ~$75.0 million.

ATM Program: Increases its At-The-Market (ATM) offering capacity by up to $30M. View SEC Filing →

SBXE executed a 2-component financing totaling $1.9 million:

IPO: Completed $276M IPO of 27.6M units (1 share + 1/3 wrt @ $11.50) | MC: N/A. View SEC Filing →
PIPE: Closed $1.9 million PIPE of 195000 million shares at $10.00 per share, with 33.33% warrant coverage. Special terms: Each unit contains one Class A Ordinary Share and one-third of a warrant, Private placement units subject to transfer restrictions View SEC Filing →

↳ Total Capital Raised: ~$1.9 million.

EUDA executed a 3-component financing totaling $0 thousand:

Warrant Exercise: Raised $100k via toxic warrant exercisable for 2M shares @ $6.00. View SEC Filing →
Resale Registration: Discloses resale risk from 8.57M shares issued for prior acquisition. View SEC Filing →
Convertible Note: Discloses existing in-the-money conv. notes for 37.5k shares @ $1.42. View SEC Filing →