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ZOZONE

CleanCore Solutions, Inc.

$ZONE·$82M·Industrial - Pollution & Treatment Controls·Industrials
$0.16+0.1%1Y-95.8%
Mentions · last 7 days
2026-08-08: 0 posts2026-08-09: 1 posts2026-08-10: 8 posts2026-08-11: 49 posts2026-08-12: 18 posts2026-08-13: 12 posts2026-08-14: 5 posts93+24%
Price updated 10h ago·X counts updated 8h ago
ZOZONE
$ZONECleanCore Solutions, Inc.
$0.16+0.06%93 posts+24%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $ZONE, 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.

Broken storyWinding up for a moveAI verdict · as of 2026-08-14

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

Down 96% + $100M raise for AI-data-center pivot on an $82M mcap — a heavily-diluted micro-cap option on the Minnesota campus.

CleanCore Solutions is the sub-$0.20 micro-cap ozone-technology company that has pivoted from industrial pollution treatment into an AI-data-center-campus play — and just closed a $100M public equity raise that dwarfs its $82M market cap. Down 96% year-over-year.

  • The $100M public raise is the load-bearing catalyst but also the dilution risk: closing a $100M offering at these levels essentially funds the Minnesota AI data center campus, but the specific magnitude represents massive dilution relative to the pre-offering share count — a specific setup where the equity value depends entirely on the data-center revenue thesis landing.
  • The core business is essentially nothing to trade on: Q3 revenue of $544K with -88% gross margin and -22x operating margin reflects a company that has essentially no operating cash flow — meaning the equity is 100% priced on the AI-data-center pivot succeeding.
  • The tape reflects the dilution and pivot uncertainty: shares at 0.5% of the 52-week range with volume running 3x average, day +10% — the specific pattern of a heavily-diluted micro-cap where any specific data-center milestone produces volatile moves.
  • The valuation framework has essentially broken down: with -96% year-over-year performance and post-dilution share count, traditional valuation metrics no longer apply — the equity is a specific option on whether the Minnesota campus lands.

The tape needs specific Minnesota data-center milestone updates, customer commitment disclosures, and any operational metrics on the AI-facility construction. Absent specific milestones, the equity drifts on retail flow given the extreme post-dilution setup; a first-customer announcement or construction-start disclosure is the specific catalyst that could restart the trajectory from these devastating levels.

What to watch: Specific Minnesota data-center milestone updates, customer commitment disclosures, and operational metrics on the AI-facility construction. A first-customer announcement or construction-start disclosure is the specific catalyst that could restart the trajectory from these devastating levels.

no sentimentextreme dilution risk

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What it does

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

Manufacturer of aqueous ozone-based cleaning systems replacing chemical disinfectants for commercial, industrial, and consumer use.

Industry overviewAI analysisGenerated by AI from underlying data

Where Industrial - Pollution & Treatment Controls sits in its cycle right now — and what that implies for $ZONE.

Industrial - Pollution & Treatment Controls · Industrials

No material change from last week — PureCycle converts discarded polypropylene into recycled PP resin for consumer goods brands seeking circular supply chains, while Aduro converts end-of-life..

Top industry ETF

$XLIIndustrial Select Sector SPDR
+19.8%YTD
+23.4%1Y

Fundamentals & catalyst

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

Key ratios

P/E
-0.1How 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
-67.1%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
-13.2%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
-18.3%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
24.0Same 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
-182%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
33.7%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 8, 2026$-0.14——
Q4 2025Feb 11, 2026$-0.51——
Q3 2025Nov 13, 2025$-0.49——
Q2 2025Aug 22, 2025$-0.46——

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q3 FY26$544K-2.5%-88.4%-2242%$-1.14$-7.7M
Q2 FY26$1.1M+315.5%62.2%-1938%$-3.85$-3.4M
Q1 FY26$905K+147.9%59.3%-910%$-0.49$-3.8M
Q4 FY25$893K+26.3%47.9%-436%$-0.34$-117K

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.0.8×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.0%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.-74.4%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.-65.9%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatLow float · 26.8M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today25.4% 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.β2.445-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.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.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

No open-market buys or sells in the last 180 days.

+ 3 other (2 awards · 1 exempt) in window

See when $ZONE insiders are putting their own money in

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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

424B5Prospectus supplement (offering)Aug 12424B5
AI summary

CleanCore Solutions (ZONE) filed a 424B5 prospectus supplement on August 13, 2026, pricing a massive dilutive offering of 275,829,576 shares of common stock plus 124,170,424 pre-funded warrants and 400,000,000 investor warrants at $0.25 per share combined, for total gross proceeds of approximately $100 million. For a micro-cap company, this represents extraordinary dilution — the total shares and warrants issued exceed 400 million new securities. CleanCore Solutions develops aqueous ozone cleaning solutions for commercial cleaning; the capital raise likely funds rapid commercial expansion or operations.

8-KMaterial agreementAug 128-K — Item 1.01: Material agreement
AI summary

CleanCore Solutions (ZONE) filed an 8-K on August 13, 2026 (event date August 11) under Item 1.01, announcing a material definitive agreement. The excerpt is the cover page; the agreement details are in the body. This 8-K was filed the day before ZONE's massive 424B5 equity offering, suggesting the agreement may be a securities purchase agreement or underwriting arrangement related to the offering. CleanCore Solutions develops aqueous ozone cleaning technology.

424B5Prospectus supplement (offering)Aug 10424B5
AI summary

CleanCore Solutions (ZONE) filed a preliminary 424B5 prospectus supplement for a registered direct offering of common stock, pre-funded warrants, and investor warrants on NYSE American, with pricing not yet set (price and size fields blank). Curvature Securities LLC is the sole placement agent with no obligation to purchase any securities. Pre-funded warrants are exercisable at $0.0001 per share; investor warrants will also be registered. The company may sell fewer than all securities offered, with no minimum offering amount required to close.

8-KMaterial agreementJul 298-K — Item 1.01: Material agreement · Item 8.01: Other event
AI summary

CleanCore Solutions Inc (ZONE) entered into a suite of agreements on July 23, 2026 with an undisclosed Delaware corporation ('PartnerCo') and Monarch SPV HoldCo LLC to form Monarch Data Operations LLC, a joint venture to finance, develop, construct, and operate an approximately 55 MW data center facility in Minnesota. The transaction documents include a Contribution Agreement, LLC Agreement, Development Services Agreement, and Software License Agreement. No capital commitment amounts or equity splits are disclosed in the excerpt. This is a potentially transformative strategic pivot for a small-cap company known for aqueous ozone cleaning solutions — investors should scrutinize the capital structure, any equity dilution, and strategic rationale for entering the data center market.

8-KMaterial agreementJul 98-K — Item 1.01: Material agreement · Item 8.01: Other event
AI summary

CleanCore Solutions (ZONE) formed a joint venture with HST Technologies, Inc. on July 2, 2026, to develop, operate, and manage data centers for high-performance computing, AI, and cloud applications. ZONE will contribute up to $100 million in cash over nine months for a 99% capital interest, while HST Technologies contributes project assets and a platform license for a 1% interest plus a 20% carried participation after a preferred return. ZONE may also issue equity to HST valued at $60,000–$80,000 per MW upon specified delivery milestones, potentially totaling $30–$40 million for 500 MW of capacity. The LLC agreement contemplates up to $2 billion in aggregate capital commitments, with ZONE retaining sole discretion over funding pace and dilution—not cash liability—as the only consequence of non-funding.

8-KOfficer or director changeJul 78-K — Item 5.02: Officer or director change
AI summary

CleanCore Solutions (ZONE) amended CFO David J. Enholm's compensation on June 30, 2026, reducing his annual base salary from $75,000 to $62,400 at his own voluntary request, effective July 1, 2026. In exchange, the Company granted Enholm 80,000 restricted stock units under its 2022 Equity Incentive Plan — 40,000 RSUs vested immediately on July 1, 2026, with the remaining 40,000 vesting upon filing the fiscal year 2026 Form 10-K. Enholm simultaneously waived all rights to accrued PTO cash-out upon any future termination and waived any 'good reason' resignation claim arising from the salary reduction. The arrangement exchanges near-term cash compensation for equity alignment.

8-KAgreement terminatedJun 88-K — Item 1.01: Material agreement · Item 1.02: Agreement terminated
424B5Prospectus supplement (offering)Jun 8424B5
+ 11 other (5 8-Ks · 3 13Gs · 2 10-Qs · 1 S-8) in window

Recent news

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

CleanCore Solutions, Inc. Announces Planned Corporate Name Change to Zone Frontier Inc.prnewswire.com·15h agoCleanCore Solutions, Inc. (NYSE American: ZONE) Shareholder Update: Recently Announced Landmark $100 Million Public Equity Raise Advances its Minnesota AI Data Center Campusprnewswire.com·2d agoCleanCore Solutions, Inc. (NYSE American: ZONE) Announces Closing of $100 Million Public Offeringprnewswire.com·3d agoCleanCore Solutions, Inc. (NYSE American: ZONE) Announces Pricing of $100 Million Public Offeringprnewswire.com·4d agoCleanCore Solutions, Inc. (NYSE AMERICAN: ZONE) Announces Proposed Public Offeringprnewswire.com·5d ago

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