AMCIHIGH SIGNALRISK10-K

AMCI is struggling to complete a business combination as a SPAC, with outstanding shares declining 45% from redemptions, total assets falling 64.5%, and stockholders' equity deteriorating by 437% to negative $1.7M.

The company terminated its previous business combination agreement with Wanshun in March 2024 and has been repeatedly extending its deadline through April 2025 by depositing $880,000 into trust. With massive shareholder redemptions reducing the float and deteriorating financials, AMCI faces significant risk of liquidation if it cannot secure a new business combination target soon.

Comparing 2025-04-14 vs 2024-04-16View on EDGAR →
FINANCIAL ANALYSIS

AMCI's financial position has severely deteriorated with total assets plummeting 64.5% to $18.1M primarily due to shareholder redemptions, while total liabilities surged 361% to $1.8M and stockholders' equity collapsed to negative $1.7M. Cash equivalents declined 85% to just $4K, though operating cash flow improved modestly and net income remained positive at $1.7M despite declining from prior year. The overall picture signals a SPAC in distress with limited time and resources to complete a transaction before potential liquidation.

FINANCIAL STATEMENT CHANGES
Stockholders Equity
Balance Sheet
-437.4%
-$325K-$1.7M

Equity declined sharply — large losses, buybacks, or write-downs reducing book value significantly.

Total Liabilities
Balance Sheet
+361.5%
$380K$1.8M

Liabilities grew 361.5% — significant increase in debt or obligations, assess impact on financial flexibility.

Current Liabilities
Balance Sheet
+352%
$388K$1.8M

Current liabilities surged 352% — significant near-term obligations; verify ability to meet short-term debt.

Operating Cash Flow
Cash Flow
+104.9%
-$630K$31K

Operating cash flow surged 104.9% — exceptional cash generation, highest quality earnings signal.

Current Assets
Balance Sheet
-87.3%
$63K$8K

Current assets declined 87.3% — monitor working capital adequacy and short-term liquidity.

Cash & Equivalents
Balance Sheet
-85.2%
$29K$4K

Cash declined 85.2% — significant cash burn or deployment; verify adequacy of remaining liquidity runway.

Total Assets
Balance Sheet
-64.5%
$50.9M$18.1M

Total assets contracted 64.5% — asset sales, write-downs, or balance sheet optimization underway.

Net Income
P&L
-41.1%
$2.9M$1.7M

Net income declined 41.1% — review whether driven by operations, interest costs, or non-recurring items.

Operating Income
P&L
-28.8%
-$676K-$871K

Operating profitability softening — costs rising faster than revenue, watch for margin recovery plan.

LANGUAGE CHANGES
NEW — 2025-04-14
PRIOR — 2024-04-16
ADDED
As of April 14, 2025, there were 3,854,856 ordinary shares, par value $ 0.0001 issued and outstanding.
On February 7, 2022, our AlphaVest Holding, LP (our Sponsor ) acquired 1,725,000 Ordinary Shares (the Founders Shares ) for an aggregate purchase price of $25,000, which represented 20% of our issued and outstanding shares after our initial public offering (as defined below).
On April 18, 2023, the Sponsor transferred an aggregate of 1,035,000 Founder Shares to Peace Capital Limited.
Also on December 21, 2023, the Company entered into a non-interest bearing promissory note with the Sponsor for $165,000, which was used to fund the first extension.
The Company subsequently exercised the remaining nine one-month extensions by depositing $55,000 per one-month extension into the Trust Account, extending the deadline to complete the business combination to December 22, 2024.
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REMOVED
As of April 16, 2024, there were 7,006,329 ordinary shares, par value $0.0001 issued and outstanding.
On February 7, 2022, our AlphaVest Holding, LP (our Sponsor ) acquired 1,725,000 founder shares for an aggregate purchase price of $25,000, which represents 20% of our issued and outstanding shares after our initial public offering (as defined below).
On March 18, 2024, the Company delivered to Wanshun a Notice of Termination of Business Combination (the Termination ), in which the Business Combination Agreement was terminated pursuant to Section 8.1(e) of the Business Combination Agreement.
The termination of the Business Combination Agreement is effective as of March 18, 2024.
Pursuant to Section 8.2(b) of the Business Combination Agreement, Wanshun shall remit a termination fee to Sponsor as soon as reasonably practicable.
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