Variable-priced paper is outstanding while the listing is under stress — the structure where dilution can accelerate. Watch the share count each quarter.
Radar 80 (high attention) · dilution pressure high · listing risk low · governance risk low · runway 28.2 mo · strongest signal: Equity line (Sep 1, 2026)
What would confirm: Rising share count in 10-Q cover vs prior quarter; repeated 424B3 resales; another reverse split proposal.
What would prove it wrong: Notes repaid in cash / equity line terminated (8-K 1.02); share count flat quarter over quarter.
Direction is stated for existing shareholders (▼ more shares / survival or listing risk; ▲ insiders or holders buying). It is a characterization of the filings, not a forecast or a recommendation.
Independent filings stitched into a thesis, each with what would confirm and what would prove it wrong.
Variable-priced paper is outstanding while the listing is under stress — the structure where dilution can accelerate. Watch the share count each quarter. Discount-priced or variable-priced securities are outstanding while the company is managing its listing with reverse splits/notices. Each conversion lowers the price, which lowers the next conversion price.
No note yet. Notes are written each morning for the top-ranked setups; Pro subscribers get them in full the same day.
Runway = liquidity ÷ monthly operating burn at the latest reported period · balance sheet 145 days old. A financing after the balance-sheet date is the main reason a figure can be stale — check the timeline below for offerings since then.
Last 30 days of filing signals plus current balance-sheet flags, newest first. ▼ pressure · ▲ support · hover a score for its components; every row links to the filing.
| Date | Signal | Evidence | Score |
|---|---|---|---|
| Sep 11, 2026 | ▼ Unregistered sale | 8-K Item 3.02 filed 2026-09-11 (accepted 08:10 ET) filing | 34 |
| Sep 11, 2026 | ▼ Shelf filed | S-1 filed 2026-09-11 filing | 32 |
| Sep 11, 2026 | · 13D amendment | Schedule 13D/A filed 2026-09-11 filing | 24 |
| Sep 11, 2026 | · 13D amendment | Schedule 13D/A filed 2026-09-11 filing | 24 |
| Sep 11, 2026 | · 13D amendment | Schedule 13D/A filed 2026-09-11 filing | 24 |
| Sep 4, 2026 | ▼ Unregistered sale | 8-K Item 3.02 filed 2026-09-04 (accepted 21:54 ET) filing | 40 |
| Sep 4, 2026 | ▼ Reverse split | “reverse split” language in 8-K (EX-10.1) filed 2026-09-04 filing | 35 |
| Sep 1, 2026 | ▼ Equity line | “equity line” language in 8-K (EX-10.1) filed 2026-09-01 filing | 52 |
| Apr 30, 2026 | ▼ Negative equity | Stockholders' equity $-53,300,000 as of 2026-04-30 filing | 31 |
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