Aurelion Inc. (NASDAQ: AURE) Enters into Sales Agreement for At-The-Market Offering

Rhea-AI Summary

Aurelion (NASDAQ: AURE) entered an at-the-market equity offering sales agreement on January 8, 2026 to sell up to $500,000,000 of Class A ordinary shares through appointed agents.

Sales, if any, will occur from time to time at prevailing market prices under Aurelion's effective Form F-3 registration (File No. 333-290953) and a prospectus supplement dated January 8, 2026; the company is not obligated to sell any shares.

Positive

• Access to up to $500,000,000 in potential capital
• Flexible, on‑demand equity issuance tied to prevailing market prices
• Use of multiple experienced sales agents to execute distributions

Negative

• Potential dilution to existing shareholders if full $500,000,000 sold
• Share sales at prevailing market prices may occur during low-price periods
• No obligation to sell creates timing uncertainty for capital availability

Key Figures

ATM program size $500,000,000 Maximum aggregate offering price for Class A Ordinary Shares ATM

Revenue growth 2025 577% Net revenue increase year-over-year in 2025 from 20-F

Revenue growth 2024 245% Net revenue increase year-over-year in 2024 from 20-F

Revenue concentration 2025 99.97% Portion of 2025 revenue from a single AI solutions customer

Net loss 2025 $22,541,476 Reported net loss for 2025 in latest 20-F

Consultant warrant shares 31,698,046 shares Class A Ordinary Share Purchase Warrant from Dec 15, 2025 6-K

Warrant exercise price $1.00 per share Exercise price on 10-year consultant warrant

Tether Gold purchase $134,000,000 Completed XAU₮ purchase for treasury described in Oct 14, 2025 news

Market Reality Check

$0.2772 Last Close

Volume Volume 62,804 is below 20-day average 97,292 (relative 0.65), suggesting muted pre-news activity. low

Technical Shares at $0.3009 are trading below the 200-day MA of $0.45 and about 75.93% under the 52-week high.

Peers on Argus

No peers with momentum or same-day headlines were flagged, so the setup appears stock-specific rather than sector-driven.

Historical Context

Date	Event	Sentiment	Move	Catalyst
Nov 26	Name change, PIPE	Positive	+0.4%	Completion of renaming and highlighting prior $100M PIPE and $50M debt.
Nov 19	Crypto market views	Positive	+12.2%	CEO commentary on tokenized gold opportunity amid crypto downturn.
Nov 14	Gold momentum view	Positive	+2.4%	CEO statement linking gold demand and asset-backed tokens like Tether Gold.
Oct 14	Treasury financing	Positive	-9.6%	Approx. $150M financing to build NASDAQ’s first Tether Gold treasury.
Oct 14	XAU₮ purchase	Positive	-9.6%	Completion of $134M Tether Gold purchase and earlier $150M financing.

Pattern Detected

Recent strategic and crypto/gold-treasury announcements showed mixed follow-through, with several positive headlines but both aligned gains and notable negative divergences.

Recent Company History

This announcement follows Aurelion’s pivot toward a Tether Gold (XAU₮) treasury and major financing steps in October 2025, including an approx. $100 million PIPE and $50 million senior debt facility, plus a completed $134 million XAU₮ purchase. Subsequent name and branding changes in November 2025 saw mostly modest to positive reactions, though earlier treasury-related financings coincided with share-price declines, underscoring sensitivity to dilution and capital-structure moves.

Market Pulse Summary

This announcement establishes a sizeable $500,000,000 at-the-market equity program, expanding Aurelion’s ability to raise capital over time. It comes after rapid revenue growth but rising net losses and heavy reliance on a single customer, as detailed in the recent 20-F, plus prior PIPE, debt and warrant financing. Key factors to watch include actual ATM usage, future revenue diversification, and how additional equity issuance interacts with the XAU₮-linked treasury strategy.

Key Terms

at-the-market financial

"entered into an at-the-market ("ATM") equity offering sales agreement"

"At-the-market" is a method for companies to sell new shares of stock directly into the open market over time, rather than all at once. It allows companies to raise money gradually, similar to selling slices of a pie instead of the entire pie at once, which can help manage the sale's impact on the stock price. This approach gives investors a steady supply of shares while providing companies with flexible funding options.

atm offering financial

"method that is deemed to be an "at the market offering" as defined in Rule 415"

An at-the-market offering is a way for a company to sell new shares of its stock directly into the stock market over time, usually through a designated sales program. This approach allows the company to raise funds gradually as needed, similar to adding small amounts of fuel to a car rather than filling the tank all at once. For investors, it can influence the company's stock price and provide insights into its financing plans.

rule 415 regulatory

"as defined in Rule 415 promulgated under the Securities Act of 1933"

Rule 415 is a U.S. Securities and Exchange Commission regulation that lets a company register securities ahead of time and then offer them for sale in pieces over an extended period under a “shelf” registration, so offerings can be launched quickly when market conditions suit the issuer. For investors, it signals that management has a ready way to raise capital fast—useful for seizing opportunities but potentially dilutive to existing shareholders, like a company pre-loading a credit line it can tap as needed.

form f-3 regulatory

"Registration Statement on Form F-3 (File No. 333-290953)"

Form F-3 is a U.S. securities filing that lets eligible foreign companies pre-register and then quickly sell shares or other securities to raise money, because they already meet ongoing reporting and size tests. For investors it signals that the company is up-to-date with regulatory disclosure and has an efficient way to issue new securities — similar to a pre-approved credit line — which can mean faster capital raises but also potential dilution of existing holdings.

prospectus supplement regulatory

"as supplemented by a prospectus supplement, dated January 8, 2026"

A prospectus supplement is an additional document provided alongside a company's main offering details, offering updated or extra information about a specific financial product being sold. It helps investors understand the latest terms, risks, and details of the investment, similar to how an update or revision clarifies or expands on original instructions, ensuring they have current and complete information before making a decision.

rule 424(b) regulatory

"filed with the SEC pursuant to Rule 424(b) under the Securities Act"

Rule 424(b) is a U.S. Securities and Exchange Commission requirement that companies file the exact prospectus or prospectus supplement they use to sell securities after a registration statement becomes effective. Think of it as the official posting of the final sales brochure so investors can see the precise terms, risks and use of proceeds; it matters because it ensures transparency, helps investors compare offerings and confirms the issuer complied with disclosure rules.

AI-generated analysis. Not financial advice.

HONG KONG, Jan. 8, 2026 /PRNewswire/ -- Aurelion Inc. (NASDAQ: AURE) ("Aurelion") today announced that it has entered into an at-the-market ("ATM") equity offering sales agreement (the "ATM Sales Agreement"), under which Aurelion may, from time to time, offer and sell shares of its Class A Ordinary Shares (the "Class A Ordinary Shares") having an aggregate offering price of up to $500,000,000 (the "ATM Shares"), through or to any of the sales agents named therein.

Sales of ATM Shares, if any, will be made at or related to then-prevailing market prices and, as a result, prices may vary. Aurelion will set the parameters for the sale of ATM Shares under the ATM program, including the number of shares to be issued, the dates on which such sales are anticipated to be made, any limitation on the number of ATM Shares that may be sold in one trading day, any minimum price below which sales may not be made and any other sales parameters as Aurelion deems appropriate. Aurelion is not obligated to sell any ATM Shares under the ATM program.

Cantor Fitzgerald & Co. ("Cantor"), Yorkville Securities, LLC ("Yorkville Securities"), Canaccord Genuity LLC ("Canaccord"), and Cohen & Company Capital Markets, a division of Cohen & Company Securities, LLC ("Cohen & Company"; each of Cantor, Yorkville Securities, Canaccord, and Cohen & Company individually an "Agent" and collectively, the "Agents") are serving as sales agents. Under the ATM Sales Agreement, the Agents may sell the ATM Shares, using commercially reasonable efforts consistent with their normal trading and sale practices, by any method that is deemed to be an "at the market offering" as defined in Rule 415 promulgated under the Securities Act of 1933, as amended.

The ATM Sales Agreement will terminate upon the earlier of (i) the sale of all ATM Shares subject to the ATM Sales Agreement and (ii) termination of the ATM Sales Agreement in accordance with the terms and conditions set forth therein.

Any ATM Shares to be offered and sold under the ATM Sales Agreement will be issued pursuant to Aurelion's Registration Statement on Form F-3 (File No. 333-290953), which was filed with the Securities and Exchange Commission ("SEC") on October 20, 2025 and declared effective on December 23, 2025, and as supplemented by a prospectus supplement, dated January 8, 2026, filed with the SEC pursuant to Rule 424(b) under the Securities Act in connection with the offering. Any offer, solicitation or sale will be made only by means of the prospectus supplement and the accompanying prospectus. Current and potential investors should read the Registration Statement, the prospectus supplement relating to the ATM program and other documents that Aurelion has filed with the SEC for more complete information about Aurelion and the ATM program, which may be obtained free of charge at the website maintained by the SEC at www.sec.gov.

This press release does not constitute an offer to sell or a solicitation of an offer to buy, nor shall there be any offer or sale of the ATM Shares in any state or jurisdiction in which the offer, solicitation, or sale would be unlawful prior to the registration or qualification thereof under the securities laws of any such state or jurisdiction.

About Aurelion

Aurelion is NASDAQ's first Tether Gold (XAU₮) Real World Asset (RWA) company focused on developing a business around tokenized gold. XAU₮ combines the stability of physical gold with the efficiency of blockchain, providing investors access to tokenized gold reserve that could serve as a safe haven to inflation, currency devaluation and crypto volatility. In parallel to building a business around the development of tokenized gold, Aurelion provides wealth management and asset management services. 

Forward-Looking Statements

This press release contains "forward-looking statements" within the meaning of the "safe harbor" provisions of the Private Securities Litigation Reform Act of 1995. All statements in this press release other than statements of historical facts are "forward-looking statements". These statements may be identified by words "anticipate," "aspire," "intend," "plan," "offer," "goal," "objective," "potential," "seek," "believe," "project," "estimate," "expect," "forecast," "assume," "strategy," "target," "trend," "future," "likely," "may," "should," "could", "will" and variations of these words or similar expressions that are intended to identify forward-looking statements, although not all forward-looking statements contain these words. These statements are based on assumptions and assessments made by Aurelion in light of its experience and perception of historical trends, current conditions, future developments and other factors it believes appropriate. By their nature, forward-looking statements involve risk and uncertainty, because they relate to events and depend on circumstances that will occur in the future and the factors described in the context of such forward-looking statements in this announcement could cause actual results and developments to differ materially from those expressed in or implied by such forward-looking statements. Although it is believed that the expectations reflected in such forward-looking statements are reasonable, no assurance can be given that such expectations will prove to be correct, and you are therefore cautioned not to place undue reliance on these forward-looking statements which speak only as at the date of this announcement.

Forward-looking statements are not guarantees of future performance. Such forward-looking statements involve known and unknown risks and uncertainties that could significantly affect expected results and are based on certain key assumptions. Such risks and uncertainties include, but are not limited to, our ability to successfully implement our digital asset treasury strategy. Many factors could cause actual results to differ materially from those projected or implied in any forward-looking statements. Among the factors that could cause actual results to differ materially from those described in the forward-looking statements are changes in the global, political, economic, business and competitive environments, market and regulatory forces, including tariffs and trade wars. If any one or more of these risks or uncertainties materialize or if any one or more of the assumptions prove incorrect, actual results may differ materially from those expected, estimated or projected. Such forward-looking statements should therefore be construed in the light of such factors. You are urged to carefully review and consider any cautionary statements and other disclosures, including the statements made under the heading "Risk Factors" in Aurelion, Inc.'s Annual Report on Form 20-F for the fiscal year ended September 30, 2025 and subsequent filings on Form 6-K and other documents that may be filed from time to time with the SEC. The Company expressly disclaims any obligation to update any forward-looking statements contained herein, whether as a result of any new information, future events, changed circumstances or otherwise, except as otherwise required by law.

Contacts

Investor Contact:  ir@aurelion.com 

View original content:https://www.prnewswire.com/news-releases/aurelion-inc-nasdaq-aure-enters-into-sales-agreement-for-at-the-market-offering-302656663.html

SOURCE Aurelion Inc.

FAQ

What did Aurelion (AURE) announce on January 8, 2026 about share issuance?

Aurelion announced an ATM sales agreement permitting sales of up to $500,000,000 of Class A ordinary shares under its effective Form F-3 registration.

How will Aurelion (AURE) sell shares under the ATM program?

Agents may sell shares from time to time at prevailing market prices using commercially reasonable efforts consistent with normal trading practices.

Will Aurelion (AURE) be required to sell all ATM shares immediately?

No; the company is not obligated to sell any ATM shares and may set parameters including daily limits and minimum prices.

Where can investors find the registration and prospectus for Aurelion's ATM offering (AURE)?

Documents are available free at the SEC website under Form F-3 (File No. 333-290953) and the prospectus supplement dated January 8, 2026.

What is the shareholder impact if Aurelion (AURE) sells shares under the ATM program?

Issuing shares could dilute existing ownership; the extent depends on the number of shares sold and prevailing market prices.