CENQ SEC filings, in plain English
Everything CENAQ Energy Corp. has filed with the SEC that we hold — 40 filings, newest first, 4 with a plain-English summary of what changed and why it matters. Every row links to the primary document on EDGAR, so you can check the source rather than trust us.
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What changed: Verde Clean Fuels filed its Q2 2026 10-Q showing a net loss of $1.94M for the quarter and $4.33M for the six months ended June 30, 2026, with cash declining to $53.5M from $57.2M at year-end 2025. The company suspended its Permian Basin Project in February 2026, appointed a new CEO in March 2026, and is pursuing a capital-lite strategy targeting a 50% cost reduction in 2026. Why it matters: The post-SPAC company is burning cash with no revenue, has taken a $3.9M impairment on its primary project, and is now pivoting to a licensing model with an active lawsuit from Five Star Clean Fuels over technology rights. Cash runway and the viability of the new capital-lite strategy are the key concerns for investors.
What changed: Verde Clean Fuels (VGAS) reported Q2 2026 results with $53.5M cash and no debt, a 24% YoY reduction in net loss to $(1.9)M, and announced it is advancing evaluation of strategic alternatives. Shares outstanding remained unchanged at 44.5M (22.05M Class A and 22.5M Class C). Why it matters: The explicit mention of evaluating strategic alternatives signals potential M&A or restructuring activity at a post-merger company still burning cash ($3.8M consumed in H1 2026). With $53.5M in cash and minimal liabilities, Verde has runway but no revenue, making a strategic transaction increasingly likely.
What changed: Verde Clean Fuels, Inc. filed Supplement No. 1 to the definitive proxy statement it filed on April 28, 2026 for its 2026 Annual Meeting of Stockholders, scheduled for June 12, 2026 at 10:00 a.m. Eastern time. The supplement reports that on June 3, 2026 Martijn Dekker informed the board of directors that he was resigning as a director effective that same date. Mr. Dekker did not serve as a member of any board committee. As a result of the resignation the board now consists of seven members. Why it matters: A director resignation nine days before the annual meeting changes the board a holder is voting into place, which is why it is put in front of stockholders as a proxy supplement rather than left to a current report alone. The supplement is explicit that Mr. Dekker sat on no board committee, so no committee composition follows from it. It does not move the June 12, 2026 meeting date or time, the record date, the proposals or the board's recommendations, and stockholders are told to weigh it in casting their vote by proxy or virtually at the meeting.
What changed: Verde Clean Fuels, Inc., the successor to CENAQ Energy Corp, called its 2026 annual meeting for Friday, June 12, 2026 at 10:00 a.m. ET by live webcast, record date April 24, 2026. At that date there were 44,549,621 shares outstanding, comprising 22,049,621 shares of Class A common stock and 22,500,000 shares of Class C common stock. Holders vote to re-elect Jonathan Siegler as the sole Class III director to serve until 2029 and to ratify Deloitte & Touche LLP for the fiscal year ending December 31, 2026. Mr. Why it matters: The capital structure is effectively split down the middle - 22,500,000 Class C shares against 22,049,621 Class A - so the legacy sponsor and rollover holders control slightly more than half the vote and public Class A holders cannot carry a proposal alone. The executive severance language contemplating a wind down of the Company, and a milestone tied to reaching a notice to proceed on a facility, are drafted for a scenario in which the project does not advance.
pipenothing moved · 1 with no prior record of ours
- PIPE
- $51.1M · unchanged
The clause …“stock of CENAQ. 34 Total proceeds raised from the Business Combination were $51,122,970 consisting of $32,000,000 in PIPE Financing proceeds, $19,031,516 from the CENAQ trust, and $91,454 from the CENAQ operating account offset by”…
Read from stored SEC filing text by a regex — no model is involved — and each side links to the filing it came from. “Not previously extracted” is a statement about our record, not about the company: the clause may be present in wording we do not match.
mandate languagenothing moved · 1 with no prior record of ours
- Mandate language
- we intend to target a variety of markets.… · unchanged
Read from stored SEC filing text by a regex — no model is involved — and each side links to the filing it came from. “Not previously extracted” is a statement about our record, not about the company: the clause may be present in wording we do not match.
In plain English
Redemption deadlinethe last day to hand shares back for cash
Set by the filing that calls the meeting. Tender after it and the company is under no obligation to pay you the trust value.
Cash in trust / trust per sharethe cash the company is holding for each public share
Filed quarterly in the 10-Q's XBRL. It earns interest between filings, so the figure on a given day is slightly higher than the last filed one — where we show that we label it an estimate.
Accession numberthe SEC's unique id for one filing
Every figure on this page carries the accession of the filing that states it, so you can open the primary document rather than trust us.