XCF Global, Inc.
0.9100-0.07 (-7.22%)
Oct 28, 4:00:00 PM EDT · NasdaqCM · SAFX · USD
Key Stats
Market Cap
144.90MP/E (TTM)
-Basic EPS (TTM)
-Dividend Yield
0%Recent Filings
8-K
XCF partners for Aussie SAF push
XCF Global inked a binding term sheet on October 9, 2025, with New Rise Australia for an exclusive licensing partnership to build renewable fuel facilities focused on sustainable aviation fuel and renewable diesel Down Under. XCF snags a 12.5% non-dilutable equity stake and 12.5% of net profits as fees, plus board seats to steer the 15-year deal toward three SAF plants. Yet risks loom if due diligence stalls the definitive pact due in 60 days. This aligns interests for long-haul collaboration.
8-K
Amendment refines feedstock handling
XCF Global's subsidiary New Rise Renewables Reno entered Amendment No. 9 to its 2017 Supply and Offtake Agreement with Phillips 66 on October 1, 2025, clarifying feedstock title retention by Phillips 66 during storage and transfer only upon processing. The changes mandate New Rise to maintain flow-metering, deliver daily inventory reports, perform monthly volume reconciliations, and enable reverse-flow reloading of feedstock into railcars at Phillips 66's request, while allowing inspections. Original terms persist unchanged. This sharpens operational controls amid ongoing partnership.
8-K
Loan acceleration withdrawn amid defaults
XCF Global's subsidiary New Rise Reno faced acceleration of its $112.58 million GNCU loan on August 6, 2025, due to uncured payment defaults and additional breaches, pushing the owed amount to $130.67 million. GNCU withdrew the acceleration on August 27 but kept defaults active, sparking talks for forbearance or refinancing amid SAF production ramp-up. No resolution assured. Talks intensify.
8-K
Nasdaq delinquency notice issued
XCF Global received a Nasdaq notice on August 21, 2025, for delaying its Q2 10-Q filing ended June 30, violating listing rule 5250(c)(1). The company has until October 20 to submit a compliance plan, potentially extending to February 17, 2026, if approved; shares continue trading as SAFX unaffected. XCF expects to file by September 30, 2025. No impact on operations or agreements.
8-K
Convertible note issuance completed
XCF Global inked a convertible note deal with EEME Energy on July 29, 2025, securing up to $7.5 million, with an initial $2 million tranche issued immediately. The notes carry 13.3% interest, settled via discounted stock conversions—10% off VWAP for the first, 5% for later—yielding 1,262,620 shares on principal and 167,930 on interest, plus 950,000 shares for fees. This boosts EEME's stake to 18.3%, handing Majique Ladnier significant sway. Yet dilution looms large.
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