Asset-Backed + Transaction-Driven! MI Launches Supply Chain Finance Service valued at USD 500 Million to U.S. Renewable Energy Players

Rhea-AI Summary

NFT (NYSE: MI) launched an asset-backed, transaction-driven supply chain finance service for U.S. renewable-energy projects, announced Feb 17, 2026. The program is described as valued at USD 500 million and targets gigawatt-scale solar, manufacturing, EPC and BESS deployments.

On Jan 25, 2026, Takung Exchange Ltd signed a Supply Chain Financing Framework Agreement with Solarlink Group that could support procurement of up to 1.2 GW/year of solar module components at an estimated $0.15 per watt. Revenue is expected from interest income, service fees, and data service fees; specific drawdowns and schedules will be set in supplemental financing schedules.

Positive

• Service valuation of USD 500 million
• Supply commitment up to 1.2 GW per year
• Estimated procurement cost of $0.15 per watt
• Revenue streams identified: interest income, service fees, data fees

Negative

• None.

Key Figures

Supply chain finance value: USD 500 million Annual procurement capacity: 1.2 GW Average procurement cost: USD 0.15 per watt +5 more

8 metrics

Supply chain finance value USD 500 million New supply chain finance service for U.S. renewable energy players

Annual procurement capacity 1.2 GW Solar module components per year via Takung Exchange mechanism

Average procurement cost USD 0.15 per watt Estimated average cost for solar module components

Registered resale shares 9,253,262 shares Class A ordinary shares registered for resale under Form F-1

Convertible notes principal $20 million Aggregate principal of amended and restated convertible notes

Shares outstanding 5,065,150 shares Outstanding as of F-1 prospectus date

Registered shares market value $20.8 million Based on $2.2471 NYSE American price on June 20, 2025

CEO annual salary $24,000 Compensation for combined roles under Dec 2025 employment agreement

Market Reality Check

Price: $5.60 Vol: Volume 10,029 vs 20-day a...

normal vol

$5.60 Last Close

Volume Volume 10,029 vs 20-day average 11,172 (relative volume 0.9x) suggests only modest incremental interest pre-announcement. normal

Technical Price $5.60 is trading above the 200-day MA of $3.34, and sits 3.28% below the 52-week high and 256.67% above the 52-week low.

Peers on Argus

MI was up 2.75% with sector momentum flagged: peers like WBUY and JFBR moved up ...

2 Up 1 Down

MI was up 2.75% with sector momentum flagged: peers like WBUY and JFBR moved up 6.88% and 4.65%, while JWEL declined 29.91%. Broader Consumer Cyclical names showed mixed but generally positive bias, so today’s gain reflects both company news and sector dynamics.

Regulatory & Risk Context

Active S-3 Shelf

Shelf Active

Active S-3 Shelf Registration 2025-07-14

An amended shelf registration on Form F-3/A was filed on 2025-07-14 and remains active, with no recorded usage so far and not yet effective per the provided data. This indicates potential capacity for future registered offerings, but no specific dollar amount or utilization details are available from the current context.

Market Pulse Summary

This announcement outlines a pivot toward asset-backed, transaction-driven supply chain finance aime...

Analysis

This announcement outlines a pivot toward asset-backed, transaction-driven supply chain finance aimed at U.S. renewable projects, anchored by a framework for up to 1.2 GW of annual solar module procurement at about USD 0.15 per watt. It follows prior filings that registered 9,253,262 resale shares linked to $20 million of convertible notes and an active F-3/A shelf. Investors may monitor actual financing drawdowns, fee generation, and any further registered offerings as key markers of execution and balance-sheet impact.

Key Terms

asset-backed, convertible notes

2 terms

asset-backed financial

"supply-chain finance activities will be asset-backed and transaction-driven"

Asset-backed describes a loan, bond, or security that is supported by a specific pool of tangible or financial items—such as loans, receivables, leases, or property—that can be sold or collected to pay investors if the borrower can’t. Think of it like a loan tied to collateral: if payments stop, the assets provide a safety net, which changes the investment’s risk, expected return, and how regulators treat it.

convertible notes financial

"conversion of $20 million aggregate principal amount (plus accrued interest) of amended and restated convertible notes"

Convertible notes are a type of short-term loan that a company receives from investors, which can later be turned into company shares instead of being paid back in cash. They matter to investors because they offer a way to support a company early on while giving the potential to own a stake in its success if the company grows and later raises more funding.

AI-generated analysis. Not financial advice.

HONG KONG, Feb. 17, 2026 /PRNewswire/ -- NFT Limited  (NYSE: MI) (the "Company" or "MI"), today announced its plan to provide technology-enabled supply-chain financing and trade-facilitation services supporting large-scale renewable-energy, manufacturing, EPC, and battery-energy-storage ("BESS") projects. On January 25, 2026, Takung Exchange Ltd, the Company's subsidiary in Wyoming, entered into a Supply Chain Financing Framework Agreement, as amended, with Solarlink Group Inc., an integrated solar and renewable energy company, where Solar Link agrees to procure through Takung Exchange's financing mechanism up to 1.2 GW equivalent of solar module components per year, at an estimated average procurement cost of USD 0.15 per watt. Specific project drawdowns, schedules, and disbursement details shall be documented under separate Supplemental Financing Schedules.

Under this model, the Company will provide structured procurement financing, supplier payment solutions, and settlement services linked to tangible assets, equipment deliveries, and receivables. These services are designed to support gigawatt-scale solar module manufacturing, utility-scale solar farm development, and BESS deployments across the United States. The Company expects to generate revenue from interest income, service fee and data service fee etc.

The Company's supply-chain finance activities will be asset-backed and transaction-driven, generating revenue through interest income and service fees, while leveraging proprietary systems to manage procurement workflows, payment execution, and risk controls.

Mr. Yanying Wang, CEO and Chairman of the Company commented, "This business expansion plan will further diversify the Company's revenue, enhance cash-flow visibility, and position the Company at the intersection of energy infrastructure, industrial manufacturing, and fintech-enabled financial services."

About NFT Limited

NFT Limited (formerly known as Takung Art Co Ltd.) operates an online electronic platform (www.nftoeo.com) for offering and trading of digital artwork. Through its platform, the Company allows artists/art dealers/owners to access a much bigger art trading market where they can engage with a wide range of investors. We also provide NFT consulting with respect to the strategic utilization of blockchain technology and NFT launch. Given our goal to create multiple potential revenue streams and continue to diverse the business model, we are also exploring NFT gaming business including sales of in-game characters NFTs and sales of membership packs.

Forward-Looking Statements

Certain statements in this press release may constitute "forward-looking statements" within the meaning of the Federal Securities Act, including but not limited to our expectations of future financial performance, business strategy or business. These statements constitute forecasts, prospects and forward-looking statements and are not performance guarantees. The Company warns that forward-looking statements are subject to many assumptions, risks and uncertainties that will change over time. Forward looking statements may be identified by words such as "may", "can", "should", "will", "estimate", "plan", "project", "forecast", "intend", "expect", "predict", "believe", "seek", "target", "Outlook" or similar words.

These forward-looking statements are based on information available as of the date of this press release and our management's current expectations, forecasts and assumptions, and involve a number of judgments, risks and uncertainties that may cause actual results or performance to be materially different from those expressed or implied by these forward-looking statements. These risks and uncertainties include, but not are limited to, the risk factors described by the Company in its filings with the Securities and Exchange Commission ("SEC").

Contact: byronqian@nft-limited.com

View original content:https://www.prnewswire.com/news-releases/asset-backed--transaction-driven-mi-launches-supply-chain-finance-service-valued-at-usd-500-million-to-us-renewable-energy-players-302689543.html

SOURCE NFT Limited

FAQ

What did NFT (NYSE: MI) announce on February 17, 2026 about supply chain finance?

NFT launched an asset-backed supply-chain finance service valued at USD 500 million. According to the company, the program targets gigawatt-scale solar, BESS, manufacturing and EPC projects across the U.S., with structured procurement financing and supplier payment solutions.

What are the terms of the Takung Exchange agreement with Solarlink for MI's program?

Takung Exchange entered a Supply Chain Financing Framework Agreement with Solarlink on January 25, 2026. According to the company, Solarlink may procure up to 1.2 GW per year of solar module components via the financing mechanism.

How will NFT (MI) generate revenue from the new supply-chain finance service?

MI expects to generate revenue from interest income, service fees and data service fees. According to the company, fees and interest will arise from structured procurement financing, supplier payments and settlement services.

What procurement pricing did NFT disclose for solar module components under the program?

The company estimated an average procurement cost of USD 0.15 per watt for solar module components. According to the company, specific project drawdowns and disbursements will be detailed in supplemental financing schedules.

Which project types and geographies does NFT's supply-chain finance service target?

The service targets gigawatt-scale solar manufacturing, utility-scale solar farms, and BESS deployments across the United States. According to the company, the offering combines fintech systems with asset-backed settlement and risk controls.