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New ERA Energy & Digital, Inc.

NYSE:NUAI
US$5.53Close 7 Oct 2026 · delayed

Past year: ▼ 2%(2.93 – 6.86 USD)

Market cap
A$834m
Shares on issue
107m
In-ground value
—
Risked multiple
0.00×
Story beats
20 since 2024
Last event
30 July 2026

Announcements, explained

Each one in plain English, with the numbers worked through for a shareholder.

30 July 2026substantial holder notice● Neutral

BlackRock, Inc. disclosed a new substantial New ERA Energy & Digital, Inc. shareholding (6.10% of votes).

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30 July 2026financial restatement▼ BadMajor

The company said its Q1 2026 financials should no longer be relied upon, because about $1.4M of deal-related fees were expensed rather than deferred. It also said the $23.5M grant-date fair value of executive performance stock units was understated by an amount not yet quantified, and it is still reviewing the TCDC acquisition accounting.

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22 July 2026material agreement● Neutral

Macquarie agreed to extend the deadline for the company to set up a $100M at-the-market equity program under the term loan agreement -- a procedural covenant waiver; by this filing, Charles Nelson had succeeded E. Will Gray II as CEO.

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20 July 2026substantial holder notice● Neutral

Conversant Capital LLC disclosed a new substantial New ERA Energy & Digital, Inc. shareholding (5.30% of votes).

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8 July 2026director interest notice● Neutral

Andrew F Casazza became a New ERA Energy & Digital, Inc. Chief Corporate Officer and company insider (initial ownership filing).

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8 July 2026director interest notice● Neutral

New ERA Energy & Digital, Inc. Chief Corporate Officer Andrew F Casazza received 400,000 shares as part of the equity award.

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23 June 2026director interest notice● Neutral

Darin Charles Rovell became a New ERA Energy & Digital, Inc. Chief Accounting Officer and company insider (initial ownership filing).

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23 June 2026director interest notice● Neutral

New ERA Energy & Digital, Inc. Chief Accounting Officer Darin Charles Rovell received 325,000 shares as part of the equity award.

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22 May 2026securities registration● Neutral

New Era Energy & Digital filed a prospectus registering the resale of 2,923,117 common shares by selling stockholders, including Macquarie and shares tied to a shareholder note. The company will not receive any proceeds from the sales.

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18 May 2026securities registration● Neutral

New ERA Energy & Digital, Inc. amended a filing by which it registered a securities offering with the SEC using its shelf eligibility.

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15 May 2026substantial holder notice● Neutral

Caracola Ventures Corp reported a New ERA Energy & Digital, Inc. shareholding of 5,050,000 shares (8.60% of votes) in a periodic institutional filing.

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15 May 2026substantial holder notice● Neutral

G1 Execution Services, LLC disclosed a new substantial New ERA Energy & Digital, Inc. shareholding (7.10% of votes).

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15 May 2026quarterly activities report▼ Bad

New ERA Energy & Digital, Inc. reported quarterly revenue of $802 thousand and a net loss of $9.0 million for the period ended 2026-03-31.

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8 May 2026securities registration● Neutral

New ERA Energy & Digital, Inc. registered a securities offering with the SEC using its shelf eligibility.

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23 Apr 2026securities registration● Neutral

New Era filed a prospectus registering 2,985,075 shares for resale by SharonAI, issued under the January 2026 Membership Interest Purchase Agreement. The company was not selling shares and will receive no proceeds.

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16 Apr 2026substantial holder notice● Neutral

Davidson Kempner Capital Management, M.H. Davidson & Co. and related parties filed a Schedule 13G disclosing 5,166,249 New Era shares, or 5.22% of the stock. M.H. Davidson & Co. itself held only 0.10%.

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14 Apr 2026capital raising announcement▲ Good

Drew the full $20M first tranche of the Macquarie term loan and sold additional shares and warrants directly to Macquarie, while underwriters exercised their option for 4.5M more offering shares -- the data-center buildout financing is now actively flowing.

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10 Apr 2026securities registration● Neutral

New ERA Energy & Digital, Inc. filed a prospectus supplement for an offering off its existing shelf.

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10 Apr 2026securities registration● Neutral

New ERA Energy & Digital, Inc. registered a securities offering with the SEC using its shelf eligibility.

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10 Apr 2026agm notice● Neutral

New ERA announced that its special stockholder meeting, to approve share issuance to SharonAI, was postponed from April 15 to April 16, 2026. The delay allowed time to supplement the proxy statement with recent events.

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10 Apr 2026agm notice● Neutral

New ERA postponed its special stockholder meeting from April 15 to April 16, 2026, and supplemented the proxy with disclosure on the proposed share issuance to SharonAI. The supplement covered the April 10 $100 million offering and related share issuances.

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10 Apr 2026capital raising announcement▲ GoodMajor

Closed the underwritten public offering required to unlock the Macquarie facility, issued true-up shares to Sharon AI and Zachary Zhou, and moved to prepay the Sharon AI convertible note early -- share count has ballooned to 93.5M shares outstanding, roughly ten times the count right after the 2024 merger.

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8 Apr 2026securities registration● Neutral

New ERA filed a preliminary prospectus supplement for an underwritten offering of common stock under its existing shelf, led by Northland Capital Markets. Size and price were left blank; the last reported share price was $4.17 on April 7, 2026.

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8 Apr 2026capital raising announcement▲ GoodMajor

Texas Critical Data Centers signed a Term Loan Agreement with Macquarie Equipment Capital for up to $290M, of which only $20M is committed and the rest is at the lender's discretion. The deal requires a $30M+ equity offering within 60 days and gives Macquarie warrants and shares.

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7 Apr 2026substantial holder notice● Neutral

Caracola Ventures Corp filed a Schedule 13G reporting beneficial ownership of 2,711,600 shares, about 5.1% of New ERA's common stock, as of January 23, 2026. This includes 1,200,000 shares held directly and 1,511,600 underlying call options.

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6 Apr 2026capital raising announcement▼ Bad

Took another insider bridge loan -- $5M from 5%+ shareholder Zachary Yi Zhou, later restructured to convert into stock at the company's next qualified financing -- continuing the pattern of insider-funded working capital ahead of permanent project financing.

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31 Mar 2026capital raising announcement▲ Good

Cleared title on the data-center land by paying Grow Odessa $4.35M to eliminate its repurchase rights, and issued 2.1M more shares to Sharon AI as a true-up on the TCDC buyout consideration.

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19 Mar 2026securities registration● Neutral

New ERA filed a prospectus registering 8,560,000 shares of common stock, underlying a warrant, for resale by selling stockholder ATW AI Infrastructure II LLC. The company will not receive proceeds from those resales.

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16 Mar 2026agm notice● Neutral

New ERA Energy & Digital called a virtual special stockholder meeting for April 15, 2026. Holders were asked to approve issuing shares above the Share Cap under the January 2026 SharonAI purchase agreement, plus a proposal to adjourn if needed.

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13 Mar 2026securities registration● Neutral

New ERA Energy & Digital, Inc. filed the final prospectus for a registered offering.

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