GENFI · FORENSICS

BASIS+%Closed ClearLine+GPOX sale for 25M GPOX Series D (~$27.5M) + Emerald put; AH 75M of 77.9M sh; basis $0.1645

LIVE STRUCTURE

O/S 52.9M cover · mcap $8.70M · Titan ATM · converts ~$13.3M · bid Sep 21 · MVLS Sep 14 · equity cure CLAIMED · GC · cash ~$2M

NEXT WATCH

Sep 14, 2026 MVLS $35M deadline

Sep 21, 2026 bid-price deadline / 2nd-period notice

Nasdaq Staff response to equity-cure claim

Reverse-split proposal / proxy

ATM prints / Belleau conversions

BASIS+%Repaid ~$5.16M OID converts ahead of Sep 11; basis $2.44 on 12.7M sh (-27.4%, ~104x median) after EFFECT Sep 8 on 1.84M resale shares

LIVE STRUCTURE

O/S 1.03M · resale 1.84M EFFECT · Armistice PF 597k near-common · Series A 1.06M @ $5.02 OTM · cash thin post-repay · equity monitor to Sep 30 10-Q

NEXT WATCH

Sept 30 / Q3 10-Q Nasdaq equity evidence

Armistice PF exercises into strength

Any tape through $5.02 Series A

Next primary raise if cash thins

Going-concern language at next audit

BASIS+%Four.meme BNC4 4Stock launch (company silent); basis $5.25 on 70.0M sh (+50.4%, 367× median)

LIVE STRUCTURE

O/S 41.26M · ATM Cantor ~$37M residual VERIFY · 49.5M stapled @ $15.15 OTM · BNB 515k / $317M · cash $3.06M

NEXT WATCH

Four.meme mint continuum / any company comment

ATM prints into strength

Permanent CEO appointment

10X Capital litigation

BNB treasury mark update

BASIS+%Overnight PROIBS US distribution 6-K; PM ~22.3M sh / $36M (+61% indication); basis $1.11 on 3.8k sh

LIVE STRUCTURE

O/S 8.07M ADS (322.8M ord @40:1) · F-3 ATM HCW I.B.5 residual ~$0.08M · free float ~95% · cash A$9.0M

NEXT WATCH

Audited FY26 by ~2026-09-30

I.B.5 T12 roll-off from ~2026-10-20

IMM-529 partnering / PROIBS US launch

BASIS+%No new wire on Sep 3 −42.61%; SEC LR-26607 + dual Nasdaq clock (10-K plan 23 Oct; bid $1 by 1 Feb 2027)

LIVE STRUCTURE

O/S 7.85M · S-3 $50M not EFFECT · warrants 1.75M @ $0.50 PP unregistered (not free float) · flippers ~1.12M

NEXT WATCH

10-K plan due 2026-10-23 (auditor vacant)

Bid $1.00 cure by 2027-02-01

BASIS+%Nasdaq 5550(a)(2) Staff Determination 2026-07-30, no 180-day Staff cure; Armistice resale S-3 not EFFECT

LIVE STRUCTURE

O/S 592,327 · baby-shelf ON · usable ATM/S-3 ~$0 · Armistice 1.71M resale S-3 not EFFECT

NEXT WATCH

10-day bid evidence 2026-09-04 (after cutoff)

Armistice S-3 EFFECT covenant ~2026-09-26 / 10-26

BASIS+%$150M TD Cowen ATM in $400M I.B.6-uncapped shelf vs equity −$9.1M

LIVE STRUCTURE

$150M ATM armed · $0 tapped · nested in $400M shelf 333-290113

NEXT WATCH

10-Q ~2026-09-09

Interest Share election through 2026-11-14 (facility, not unlock)

BASIS+%Nasdaq $1 bid deficient since 29 Jun 2026, cure 28 Dec 2026

LIVE STRUCTURE

Zero warrants / converts / ATM / shelf · unlocked paper, not new issuance

NEXT WATCH

1.41M unlock 17 Sep 2026

10 closes ≥$1 by 28 Dec 2026