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FGFGMC

FG Merger II Corp.

$FGMC·$85M·Shell Companies·Financial Services
$8.300.0%YTD-17.4%1Y-17.0%
Mentions · last 7 days
2026-08-07: 0 posts2026-08-08: 0 posts2026-08-09: 0 posts2026-08-10: 0 posts2026-08-11: 0 posts2026-08-12: 0 posts2026-08-13: 0 posts0
Price updated 14m ago·X counts updated 22h ago
FGFGMC
$FGMCFG Merger II Corp.
$8.300.00%0 posts
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Today's AI verdict on what's driving $FGMC, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Hinges on a big eventEvent coming upAI verdict · as of 2026-08-14

A known event soon (earnings, a ruling, etc.) will likely decide the next move.

FG Merger II completed business combination with BOXABL at $3.5B valuation — the equity now trades as pro-forma BOXABL (ticker BXBL); 50,000+ retail holders in the mix.

FGMC has no operating fundamentals — it's the SPAC vehicle that just completed a $3.5B business combination with BOXABL (foldable-home manufacturer); post-merger the equity trades under ticker BXBL on Nasdaq, so any FGMC read is transitional.

  • Consensus estimates and next-earnings date are null in the bundle — the pack does not carry post-merger BOXABL data at parity; the read is entirely on the deal structure and retail-holder dynamics.
  • -17% over 12 months, -17% YTD, position 6% of 52-week range, -48% below 50-day and -54% below 200-day MA, coverage flag 'beta_missing' — the SPAC price collapsed pre-merger typical of redemption pressure; post-close, price discovery restarts.
  • BOXABL's 50,000+ retail holders receiving public-listing emails is the near-term catalyst; the parallel BXBL ticker is where operational-thesis exposure trades — X commentary is genuinely split on pump-and-dump vs legitimate rerate.

There's no next-earnings date in the pack; the trades to watch are the BXBL ticker debut trading, redemption-rate disclosure, PIPE terms, and any lockup schedule.

Agrees with X sentimentX is mixed on FGMC/BXBL — bulls target $20+ on Monday market open on the 50,000-holder catalyst; bears reference the ICCT precedent as evidence of pump-and-dump risk. That mixed framing is honest; the outcome depends on redemption rate and PIPE structure.

What to watch: BXBL ticker debut trading, redemption rate disclosure, PIPE terms, lockup schedule, and any post-merger 8-K on capital structure.

On the calendar: Not disclosed — post-merger transition; trades under BXBL

beta missing

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Mixed sentiment⚠7 posts analyzed · as of 2026-07-25 · top-engagement diverged

FG Merger ($FGMC) is merging with Boxabl ($BXBL) — BOXABL has 50,000+ investors all getting an email that they're now finally public, expected to trigger a stampede on Monday. Traders target $20+ on Monday market open with support at $12.20 and key break at $15 pushing to $19+ resistances. But bearish framing: 'the last FGMC merger ($ICCT) went the same way, BXBL is a 0.' Some warn about pump-and-dump on retail. Camps split on whether the merger reprices structurally or fizzles. Direction reads mixed.

Read the AI verdict + X sentiment for $FGMC

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • X crowd read with bullish/bearish call + post volume
Free, forever. No credit card.

What it does

Plain-English summary of the business — what they sell and how they make money.

Blank-check SPAC targeting financial services sector acquisitions in North America.

Industry overviewAI analysisGenerated by AI from underlying data

Where Shell Companies sits in its cycle right now — and what that implies for $FGMC.

Shell Companies · Financial Services

No material change from last week — UMAC's US-based FPV drone goggles and component manufacturing serves defense customers requiring non-Chinese drone supply chains.

What this means for $FGMC

Neutral — Blank-check SPAC targeting financial services sector acquisitions in North America; limited read-through from shell companies macro dynamics to this specific revenue mix.

Industry benchmark

5-name peer basket
-34.7%YTD
+80.9%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
-72.4How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
-0.9%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
0.0%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
1.0%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
0.0Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
1.7%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
0.0%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.0Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q1 2026May 14, 2026$0.03——
Q4 2025Jan 2, 2026$-0.28——
Q1 2023Jun 30, 2023$0.00——
Q4 2022Mar 31, 2023$-0.01——

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$0———$0.03$479K
Q4 FY25$0———$-0.28—
Q3 FY25$0-100.0%——$-0.01—
Q2 FY25$0-100.0%——$0.06$785K

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.4×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.6%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-47.9%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.-54.1%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatLow float · 10.3M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today1.6% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.FilingActive offeringA shelf registration (S-3 / S-3ASR / S-1) or prospectus supplement (424B*) was filed in the last 90 days — the company is registered to (or actively) issuing new shares. Dilution risk.

SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

S-3/AShelf registrationAug 5S-3/A
AI summary

FGMC filed a shelf registration statement (S-3/A) covering a disclosed amount in securities. This is a primary shelf that may be used for future equity or debt offerings. Shelf registrations are preparatory; actual dilution occurs only when securities are drawn down.

S-3/AShelf registrationJul 28S-3/A
AI summary

Boxabl Inc. (FGMC) filed Pre-Effective Amendment No. 1 to its Form S-3 registration statement (Reg No. 333-297729) on July 27, 2026, amending its shelf registration for a continuous or delayed offering of securities. Boxabl is a Texas-incorporated emerging-growth, non-accelerated filer with a North Las Vegas, NV facility; co-CEO Paolo Tiramani serves as agent for service. No specific dollar amount or share count for the offering is visible in the excerpt. This is an administrative amendment to keep a shelf registration on track; pending SEC effectiveness, no offering is yet authorized.

3New insider — initial holdingsJul 273
AI summary

Martin Noe Costas filed Form 3 as a new reporting person (officer or director) at Boxabl Inc. (FGMC), listing an address at Boxabl's North Las Vegas, NV facility. This is an initial statement of beneficial ownership required upon becoming a Section 16 reporting person. No securities held are disclosed in the form excerpt; routine insider registration disclosure for a recently-public modular construction company.

3New insider — initial holdingsJul 273
AI summary

Morris A. Davis filed Form 3 as a new reporting person (officer or director) at Boxabl Inc. (FGMC), listing an address at Boxabl's North Las Vegas, NV facility. This is an initial statement of beneficial ownership required upon becoming a Section 16 reporting person. No securities held are disclosed in the excerpt; routine insider registration for the modular construction company.

3New insider — initial holdingsJul 273
AI summary

Paolo Galiano Tiramani filed Form 3 as a new reporting person at Boxabl Inc. (FGMC), listing an address at Boxabl's North Las Vegas, NV facility. This is an initial statement of beneficial ownership required upon becoming a Section 16 reporting person. No securities are listed as held in the form excerpt; routine insider registration disclosure.

3New insider — initial holdingsJul 273
AI summary

Paolo Tiramani filed Form 3 as a new reporting person at Boxabl Inc. (FGMC), listing an address at Boxabl's North Las Vegas, NV facility (also consistent with co-CEO). The event date listed is July 17, 2026. No securities held are disclosed in the form excerpt; this is a routine initial insider ownership disclosure filed upon becoming a Section 16 reporting person.

S-3Shelf registrationJul 27S-3
AI summary

Boxabl Inc. (FGMC), a Texas-incorporated emerging-growth company that manufactures modular housing units in North Las Vegas, NV, filed a Form S-3 registration statement for a proposed continuous or delayed public offering of securities under Rule 415. Co-CEO Paolo Tiramani is listed as the agent for service. No specific dollar amount, share count, or security type is visible in the excerpt. This is an initial shelf registration enabling Boxabl to access public capital markets; pending SEC effectiveness, no offering can proceed.

SC 13DActivist position (5%+)Jul 24SC 13D
AI summary

Paolo Tiramani filed a new Schedule 13D reporting beneficial ownership of 94.8% (172,470,048 shares) of BOXABL INC. (FGMC). The position is held for potential strategic or activist purposes. A 94.8% stake exceeds the 5% SEC disclosure threshold, requiring public identification of the holder, position size, and stated investment intent.

+ 45 other (22 425s · 6 13Gs · 5 8-Ks · 3 proxys) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

BOXABL Inc. Begins Trading on Nasdaq Under Ticker Symbol "BXBL"prnewswire.com·26d agoBOXABL Inc. (NASDAQ: BXBL) Completes Business Combination with FG Merger II Corp. at $3.5 Billion Valuationprnewswire.com·28d agoBOXABL Partners with TerraCaita to Support Expansion into the United Kingdom and Irelandprnewswire.com·60d agoBOXABL Unveils UFO Concept for Foldable Off-World Habitat Systemsglobenewswire.com·63d agoBOXABL Unveils UFO Concept for Foldable Off-World Habitat Systemsglobenewswire.com·63d ago

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Voices on X · last 7 days

No standout posts about $FGMC on X in the last 7 days.

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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