Stock Markets February 26, 2026

eLong Power Shares Plunge After Company Prices Dilutive Unit Offering

Underwritten sale of 21.7 million units at $0.3231 each sends stock down 55.1% as investors react to issuance terms

By Jordan Park ELPW
eLong Power Shares Plunge After Company Prices Dilutive Unit Offering
ELPW

eLong Power Holding Ltd. saw its Nasdaq-listed shares drop sharply after the company disclosed the pricing of an underwritten public offering. The deal, structured as units of one Class A ordinary share plus one warrant and expected to generate about $7.0 million in gross proceeds, includes features that expand potential share issuance and provide warrants exercisable at adjusting prices. The offering carries a 45-day overallotment option for underwriters and is slated to close on February 27, 2026, subject to customary conditions.

Key Points

  • eLong Power priced an underwritten public offering of 21.7 million units at $0.3231 per unit, each unit consisting of one Class A ordinary share and one common warrant.
  • The offering is expected to generate approximately $7.0 million in gross proceeds before underwriting discounts and expenses; proceeds are earmarked for general corporate purposes, sales network expansion, and production capacity upgrades.
  • Warrant features include immediate exercisability, exercise price adjustments to 70% and 50% of the initial price on the second and fifth trading days after closing respectively, a proportionate increase in underlying shares if adjustments occur, and a zero exercise price option that allows holders to obtain twice the number of shares without additional payment.

Shares of eLong Power Holding Ltd (NASDAQ: ELPW) tumbled 55.1% on Thursday following the company's announcement that it had priced an underwritten public offering composed of 21.7 million units at a public offering price of $0.3231 per unit.

Each unit in the transaction consists of one Class A ordinary share and one common warrant to buy one Class A ordinary share. The company estimates the offering will produce gross proceeds of approximately $7.0 million before customary underwriting discounts and expenses.

The attached common warrants will be exercisable immediately upon issuance at an initial exercise price equal to the unit price of $0.3231 per share. The exercise price has built-in adjustment mechanics: it is subject to reduction to 70% of the initial exercise price on the second trading day after the closing and to 50% of the initial exercise price on the fifth trading day following the closing. Concurrent with any adjustment to the exercise price, the number of Class A ordinary shares underlying the warrants will be proportionately increased.

In addition, the warrant terms include a zero exercise price option that permits holders to obtain twice the number of underlying shares without further monetary payment. Those structural features increase the potential dilutive scope of the issuance beyond the base unit count.

The offering is expected to close on February 27, 2026, subject to customary closing conditions. eLong Power disclosed that net proceeds will be used for general corporate purposes and working capital, for sales network expansion including hiring sales personnel and developing regional channels, and for production capacity expansion including acquisition of new equipment and upgrades to manufacturing facilities.

Under the underwriting agreement, the company has granted the underwriters a 45-day option to purchase up to an additional 3.26 million Class A ordinary shares and 3.26 million common warrants at the public offering price less underwriting discounts and commissions. Maxim Group LLC is serving as the exclusive underwriter for the transaction.

eLong Power describes its business as providing high power battery technologies for commercial and specialty alternative energy vehicles and for energy storage systems.


Market reaction - The immediate drop in eLong Power's share price followed the public disclosure of the offering and its dilutive structure. The exact market drivers behind the magnitude of the decline are reflected in trading activity subsequent to the pricing announcement.

Closing note - The offering remains subject to customary closing conditions and the potential exercise of the underwriters' over-allotment option during the 45-day period following pricing.

Risks

  • Significant potential dilution to existing shareholders due to issuance of 21.7 million units plus proportionate increases in shares underlying warrants and a zero exercise price option - this primarily impacts equity holders and the broader small-cap equities market.
  • Further dilution if underwriters exercise their 45-day option to purchase up to an additional 3.26 million shares and 3.26 million warrants - this affects investor ownership stakes and could influence secondary market liquidity for the company's stock.
  • Transaction completion remains subject to customary closing conditions and therefore could be delayed or modified, creating execution risk for the anticipated use of proceeds across corporate, sales, and production initiatives.

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