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The briefFriday, 31 July 2026Updated 23:59 GMT

What changed on 31 July 2026

Also on the diary

6 dated events this weekWhat to do about them
  • CCAQ Redemption deadline Fri 31 Jul · broker cutoff Wed 29 Jul
  • BYNO Redemption deadline Tue 4 Aug · broker cutoff Fri 31 Jul
  • CCAQ Extension vote Tue 4 Aug · broker cutoff Fri 31 Jul
  • BYNO Extension vote Wed 5 Aug · broker cutoff Mon 3 Aug
  • BYNO Extension vote Thu 6 Aug · broker cutoff Tue 4 Aug
  • EMCGF Redemption deadline Fri 7 Aug · broker cutoff Wed 5 Aug

Deals


McKinley to merge with Space-Eyes in a $275M deal

McKinley agreed to merge with Space-Eyes, an Industrials company, at a headline value of $275M.

The agreement was announced on Friday 31 July, and we hold no shareholder vote date for it yet.

The companies expect to close in Q4 2026.

A $75M PIPE is recorded alongside the deal, though no filing we hold states it, and the combined company is to trade as CUAS.

MKLY dossier The deal 0001213900-26-085668opens on sec.gov in a new tab0001213900-26-085663opens on sec.gov in a new tab0001213900-26-057711opens on sec.gov in a new tab

In the filings


DEF 14A filed 2026-07-31 — trust $122.9M→$53.5M (-56.5%) · deadline 2026-08-15→2027-02-15

vs prior DEF 14A 2025-10-14: trust $122.9M→$53.5M (-56.5%).

deadline 2026-08-15→2027-02-15.

Why it matters: Shareholders need to decide whether to redeem their public shares before the August 10, 2026, redemption deadline. The redemption price is approximately $11.07 per share, based on a trust account value of ~$53.5 million. The extension provides more time for the pending business combination to close but is not guaranteed. The removal of t….

Cash in the trust account
$122.9m$53.5m
The company's own deadline
2026-08-152027-02-15

Both columns are filed figures, compared against the DEF 14A of Tuesday 14 October. Cash behind each share is those two figures divided.

RFAI dossier 0001829126-26-008243opens on sec.gov in a new tab

8-K filed 2026-07-31 — Humacyte, Inc., the Alpha Healthcare Acquisition Corp. successor, received a letter from Nasdaq staff on July 31, 2026 stating that for the 30 consec…

Why it matters: The deadline is January 27, 2027 and the cure is ten consecutive closes at or above $1.00, which for a company on the Global Select tier means either a genuine re-rating or a reverse split put to stockholders. The filing says the company will consider available options and gives no assurance of compliance. For former AHAC holders the pra….

AHAC dossier 0001104659-26-089281opens on sec.gov in a new tab

425 filed 2026-07-31 — A Form 8-K filed pursuant to Rule 425 under the Securities Act of 1933, submitting an investor presentation (Exhibit 99.1) to support communications …

Why it matters: The registrant characterizes statements regarding future performance, addressable market sizing, post-closing capitalization, and estimated shareholder ownership percentages as forward-looking predictions generated by Calisa and Goodvision management, explicitly warning they are preliminary, illustrative, and subject to material executio….

ALIS dossier 0001493152-26-035689opens on sec.gov in a new tab

8-K filed 2026-07-31 — 8-K of Jasper Therapeutics, Inc. Item 8.01 (other events): sets out the terms of the contingent value rights issued in the July 16, 2026 acquisition …

Why it matters: The CVRs are not transferable except in limited circumstances, are not certificated, and will not be registered with the SEC or listed on any exchange, so a holder cannot sell the claim. If the milestone is met by the Expiration Date but no Monetization Event has occurred, the CVRs do not expire and the payment falls due 90 days after th….

AMHC dossier 0001213900-26-083563opens on sec.gov in a new tab

8-K filed 2026-07-31 — Agriculture Natural Solutions Acquisition Corporation (ANSC) filed a Form 8-K on July 31, 2026 under Item 8.01 announcing that it will LIQUIDATE.

Why it matters: This ends the vehicle on dates it states itself: the redemption right is exercised for holders automatically rather than by election, trading stops August 12, 2026, and cash of about $11.47 per public share is expected on or around August 19, 2026. Warrant holders are told explicitly they receive nothing. The trigger stated is the sponso….

ANSC dossier 0001193125-26-328831opens on sec.gov in a new tab

8-K filed 2026-07-31 — Form 8-K Current Report identifying entry into a material definitive agreement, specifically the Fourth Amendment to the Business Combination Agreeme…

Why it matters: For the redemption calendar and trust mechanics, the September 21, 2026 Outside Date functions as the new hard stop for closing conditions, meaning shareholder votes and redemption windows will be scheduled leading up to that timeframe rather than the previously referenced March 2027 horizon. The fourth consecutive extension signals spon….

BACC dossier 0001185185-26-003212opens on sec.gov in a new tab

425 filed 2026-07-31 — This document is a Form 8-K current report filed pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934, constituting a Rule 425 writ…

Why it matters: Pushing the Outside Date to September 21, 2026 compresses the merger execution timeline, indicating ongoing condition resolution while preserving capital and avoiding automatic termination. Investors face extended exposure pending a shareholder vote on the Blockfusion combination, with management’s disclosed pivot to HPC/AI infrastructur….

BACC dossier 0001185185-26-003213opens on sec.gov in a new tab

8-K filed 2026-07-31 — 8-K of BigBear.ai Holdings, Inc. Item 8.01 (other events): on July 31, 2026 the Company entered an Open Market Sale Agreement with Jefferies LLC as s…

Why it matters: An at-the-market program is a standing authorisation to issue up to 100 million new shares at the Company's discretion, which is dilution capacity rather than a completed sale; the report states no shares have been sold and no price. Exhibits 1.1, 5.1 and 23.1 include the sales agreement and counsel's opinion and consent.

BBAI dossier 0001193125-26-328866opens on sec.gov in a new tab

F-4/A 2026-07-31 — Amendment No. 3 to Form F-4, Registration No. 333-29623956. The registrant is BLEICHROEDER ACQUISITION FRANCE MERGER SUB 2, a French societe anonyme …

Why it matters: The Exchange Ratio is 22.74: a stated pre-transaction equity valuation of Legacy Pasqal of $2,000,000,000 divided by 8,796,556 non-fully-diluted shares, over $10.00 per Bleichroeder Surviving Corporation share. A court-appointed commissaire a la fusion must verify it, so the filing says the ratio is subject to change. Closing requires Ne….

BBCQ dossier 0001213900-26-084072opens on sec.gov in a new tab

8-K filed 2026-07-31 — 8-K of OSR Health, Inc. Item 7.01 (Regulation FD disclosure): on July 31, 2026 the Company issued a press release stating that Nasdaq, in a verbal co…

Why it matters: The disclosed fact is an oral statement by an exchange, furnished under Item 7.01 rather than filed, and the report itself says the separate securities-law requirements remain subject to the Company's ongoing regulatory process. Nothing here says the CVR program has been cleared to proceed.

BLAC dossier 0001213900-26-083878opens on sec.gov in a new tab

F-4/A 2026-07-31 — Amendment No. 5 to Form F-4, Registration No. 333-29338356. The registrant is MANGO FINANCIAL GROUP LIMITED (Cayman Islands, SIC 6211), with Cayson A…

Why it matters: The PIPE Financing is defined as the sale of at least $5,000,000 of Cayson equity securities, to be consummated immediately prior to Closing. Cayson Units first separate into one ordinary share and one right, and each right converts into 1/10 of a share, before the one-for-one exchange. Of the Mango shares held pre-closing, 4,000,000 go ….

CAPN dossier 0001493152-26-035630opens on sec.gov in a new tab

8-K filed 2026-07-31 — 8-K of Dragonfly Energy Holdings Corp. Item 1.01 (entry into a material definitive agreement): on July 31, 2026 its subsidiary acquired substantially…

Why it matters: The same report discloses a Seventh Amendment to the senior secured Term Loan under which lenders consented to the transaction and the interest rate rises from 12.0% to 14.0% per annum, all payable in kind, through a PIK Period ending December 31, 2026; senior leverage and fixed charge coverage covenant testing is pushed from March 31, 2….

CNTQ dossier 0001493152-26-035543opens on sec.gov in a new tab

29 more not shown (41 in this window).

Redemptions


Nothing to report. No new SEC-sourced redemption results were captured in this window.

New coverage


Nothing to report. No SPACs were added and no decks were extracted in this window.

From the wire

Company wires and the financial press, in this window. Headlines belong to the outlets that wrote them and open on their sites.


Nothing on the wire in this window. The sweeps ran; no company release or press report about a covered name landed inside it.

The full news feed

How this brief is made


  • Composed deterministically from stored primary-sourced rows — no LLM, no live fetching of facts, $0 per run.
  • Trust NAV accreted at the 3-mo T-bill par yield 4.00% (treasury.gov, 2026-09-10); accreted values are ESTIMATES and labeled as such.
  • Broker action dates count ~2 real NYSE trading days before the deadline (weekends and market holidays excluded) — still verify with your broker, whose cutoff may be earlier.
  • 82 filings were scanned for this window.
  • Dated events are summarised on this page and never turned into an instruction. An outside date is the contractual long-stop: it pays nothing, and the trust comes back only if no combination closes. Where the record holds no dated redemption event either way, the page says so instead of assuming one.

Every figure on this page is taken from a filing with the U.S. Securities and Exchange Commission and links to it. Estimates are labelled as estimates. Prices are last trades, not quotes. This is information, not investment advice.

This is a dated edition — the record of one day, kept at its own address. Editions are retained for 60 days.

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