WYFI WhiteFiber, Inc.

NEUTRAL Impact: 5/10 8-K
Horizon weeks Filed May 27, 2026 Processed 18d 13h ago SEC 0001213900-26-061575
8-K material event: Items 1.01
Latest settled — T+5d
WYFI ▼ -12.90% at T+5d
NEUTRAL call ✗ call lost -12.90% · α vs SPY -12.85% · entry $32.18 → $28.03
Next anchor: T+20d in 10d
Last close $24.70 (close Jun 12) · -23.24% from $32.18 entry
Entry anchored
May 27, 05:02 PM ET
via Databento tick
T+1d
-7.58%
call -7.58% · α -7.82%
$29.74
settled 18d ago
T+5d
-12.90%
call -12.90% · α -12.85%
$28.03
settled 12d ago
T+20d
call — · α —
in 10d
T+60d
call — · α —
in 2mo

Price Chart

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Executive Summary

WhiteFiber's subsidiary entered a $100M delayed draw term loan facility with Bit Digital Capital, secured by stock in Enovum NC-1 Topco, Inc. and guaranteed by White Fiber Operating Partnership LP. The 9-month bridge loan (9.5% interest, 3% OID) funds NC-1 data center buildout and general corporate purposes, with B. Riley purchasing a $20M portion. This is a non-dilutive, high-cost short-term financing that bridges to expected permanent financing.

Key Financial Metrics

Deal Value
$100.0M

Actionable Insight

Monitor for permanent financing announcements for NC-1 (Collateral Step Down Event) which would release collateral and guaranty, and potentially allow refinancing at lower cost. The 9-month maturity creates a catalyst window around Feb 2027. The B. Riley $20M assignment with 90-day term suggests near-term draw activity.

Key Facts

  • Facility size: $100M initial, up to $150M upon mutual agreement
  • Interest rate: 9.5% pre-Rate Step Down Event, 8% post-event
  • Term: 9 months, extendable to 12 months at Borrower's option
  • 3% original issue discount on each Advance
  • Commitment fee: 0.50% on undrawn amount
  • MOIC Amount: minimum 1.1x principal repayment on Maturity Date
  • Collateral: all stock in Enovum NC-1 Topco, Inc.
  • Guarantor: White Fiber Operating Partnership LP (100% parent of Borrower)
  • B. Riley Securities purchased $20M portion of an Advance on May 26, 2026 (90-day term)
  • Fairness opinions received from Needham & Co. and Seaport Global Securities
  • Proceeds for general corporate purposes, including NC-1 HPC data center phase I buildout (40 MW)

Financial Impact

Up to $100M in new debt, with 9.5% interest and 3% OID; effective cost of capital ~12.5-13% annualized over 9-month period. B. Riley took $20M at same terms.

debtinterest_expensecash_flow

Risk Factors

  • High 9.5% interest rate with 3% OID creates significant financing cost
  • 9-month maturity creates refinancing risk if permanent financing is delayed
  • Collateral is concentrated in single project (NC-1 Topco stock)
  • MOIC Amount (1.1x minimum) increases effective cost if repaid early

Market Snapshot

Exchange
Nasdaq
Sector
Finance Services
Analyst Consensus
88% bullish (17 analysts)

Documents Analyzed

This report is based on 6 SEC documents filed with EDGAR.

DocumentAccession Number
8-K Filing (Primary)0001213900-26-061575
Document: ea0292280-8k_white.htm0001213900-26-061575
Document: ea029228001ex99-1.htm0001213900-26-061575
Document: 0001213900-26-061575-index-headers.html0001213900-26-061575
Document: 0001213900-26-061575-index.html0001213900-26-061575
Document: 0001213900-26-061575.txt0001213900-26-061575
2 reports for WYFI
Performance horizon
Filters
Rows
Reports for WYFI — sortable, filterable
Type Now
Jun 10, 2026
4d ago
8-K
MIXED ★ 5/10
$22.82 awaiting T+5awaiting T+5$24.70 (+8.24%)
May 27, 2026
18d ago
8-K
NEUTRAL ★ 5/10
$32.18 $28.03▼ −12.90%▼ −12.85%$24.70 (−23.24%)
Showing 2 of 2

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