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AIR Global PLC (AIIR) filed a prospectus supplement under an existing Form F‑4, covering up to 30,221,578 ordinary shares, and provided unaudited first‑half 2026 results. Ordinary shares trade on Nasdaq under symbol AIIR.
For H1 2026, revenue rose 3.7% to $206.9 million, driven by Flavored Shisha Molasses revenue of $204.7 million and strong price/mix growth of 14.0% despite FSM shipment volumes declining 9.0%. Reported operating result swung to a loss of $63.6 million and net loss was $81.8 million versus a $31.9 million profit a year earlier, mainly due to listing‑related items including a $48.2 million listing expense, $47.7 million IPO‑related cash costs, $12.4 million share‑based compensation, and other public company and regional disruption costs.
EBITDA was a loss of $52.1 million, while Adjusted EBITDA was $71.7 million, essentially flat year‑on‑year, as higher logistics, raw material and public‑company costs offset price/mix gains. Net Debt stood at $344.8 million with Net Debt/Adjusted EBITDA of 2.48x. The company reported 160.39 million ordinary shares outstanding, including earnout and forward‑purchase related shares, and highlighted a planned $20 million strategic investment in Greentank and supply‑chain disruptions from the Strait of Hormuz closure.
AIR Global PLC (AIIR) reported its first-half 2026 results, showing modest top-line growth but a sharp swing into loss following its Nasdaq listing and related restructuring. Revenue for the six months ended June 30, 2026 rose 3.7% to $206.9 million, while FSM shipment volumes fell 9.0%.
The company recorded an EBITDA loss of $52.1 million and a net loss of $81.8 million, compared with EBITDA of $61.0 million and net profit of $31.9 million a year earlier, largely due to substantial one-time listing, reorganization, share-based compensation and disruption-related costs. However, Adjusted EBITDA was stable at $71.7 million. Management guides to 2026 revenue growth of 4–6% and low- to mid-single-digit Adjusted EBITDA growth, with Net Debt-to-Adjusted EBITDA at 2.48x and a long‑term leverage target of 2.5x.
Meteora Capital, LLC and Vik Mittal report that they no longer beneficially own any Class A common stock of AIR Global PLC. The amendment to their Schedule 13G states beneficial ownership of 0 shares, representing 0% of the class, with no sole or shared voting or dispositive power.
The filing notes that Meteora Capital acted as investment manager for certain funds and managed accounts that previously held the shares, and that the reporting persons do not admit being beneficial owners for Section 13 purposes.
Harraden Circle Investments, LLC and Frederick V. Fortmiller, Jr. filed an amended Schedule 13G reporting their holdings in AIR Global PLC Class A shares. The reporting persons beneficially own 4,998,421 Class A shares, representing 3.12% of the class, with no sole voting or dispositive power and shared voting and dispositive power over all reported shares. Certain Harraden funds have the right to receive dividends and sale proceeds from these securities. The amendment states that the reporting persons have ceased to be beneficial owners of more than five percent of the outstanding Class A shares and is characterized as an exit filing. AIR Global PLC was formerly known as Cantor Equity Partners III Inc., with a prior CUSIP of G1828A108.
Conifer Management, L.L.C. reports a significant passive stake in AIR Global PLC ordinary shares. Conifer beneficially owns 9,666,791 ordinary shares, representing 6.0% of the class as of June 30, 2026. The firm has sole voting and sole dispositive power over all reported shares, with no shared voting or dispositive authority. Conifer notes that each reporting person disclaims beneficial ownership beyond its pecuniary interest.
AIR Global PLC received a Schedule 13G reporting a large passive ownership position by a group of Kingsway-managed investment vehicles and Manuel Stotz. As of June 30, 2026, the reporting persons collectively beneficially owned 97,404,379 Ordinary Shares of AIR Global PLC, based on 160,386,602 Ordinary Shares outstanding as of May 15, 2026. This represents 60.7% of the outstanding class. The shares are held across several Kingsway entities, including Kingsway Fund Frontier Consumer Franchises and multiple Kingsway FCF Overflow SPC segregated portfolios. The ownership includes 4,638,302 earnout shares that may be redesignated, redeemed, or cancelled if vesting conditions are not met within five years after May 15, 2026. Kingsway Capital Partners Limited acts as investment manager to the Kingsway entities, and Manuel Stotz, as its Chief Executive Officer and control person, has voting and investment control, resulting in shared voting and dispositive power over the reported shares.
Bank of Jordan plc filed a Schedule 13G reporting passive beneficial ownership in AIR Global PLC ordinary shares. As of June 30, 2026, based on 160,386,602 ordinary shares outstanding as of May 15, 2026, Bank of Jordan plc reports beneficial ownership of 9,906,941 ordinary shares, representing 6.2% of the class. This position includes 471,759 earnout shares that may be redesignated, redeemed or cancelled if vesting conditions are not met within five years following May 15, 2026. The reporting person has sole voting and dispositive power over all 9,906,941 shares and no shared voting or dispositive power.
AIR Global PLC received a Schedule 13G reporting that KIM AIR Limited and Khaleel Mamoori together beneficially own 15,463,722 Ordinary Shares, or 9.6% of the company’s Ordinary Shares. This is based on 160,386,602 shares outstanding as of May 15, 2026.
KIM AIR Limited is the record owner of these shares, including 736,367 earnout shares that may be redesignated, redeemed or cancelled if vesting conditions are not met within five years after May 15, 2026. Mr. Mamoori exercises voting and investment power over the shares held by KIM AIR Limited, giving them shared voting and dispositive power over all 15,463,722 shares.
AIR Global PLC is convening an Extraordinary General Meeting on 24 August 2026 at 2:00 p.m. London time, with a record date of 10 July 2026, to seek shareholder approval for several share repurchase authorities and an articles amendment. The central transaction is the repurchase of 5,000,000 ordinary shares from Harraden Circle funds at US$10.49 per share, for an aggregate US$52,450,000, implemented under a prepaid share forward agreement that requires shareholder approval under the Companies (Jersey) Law 1991.
Two further proposals would authorise the Board, subject to price limits, to repurchase up to 20% of the Company’s outstanding ordinary shares in each defined period through 24 August 2031, via off‑market issuer tender offers or privately negotiated transactions and via open‑market purchases on a securities exchange. The minimum repurchase price is set at US$0.0001 per share, with maximum prices tied to independent market bids, last transaction prices and, for tender offers, up to 30% above a 30‑day volume‑weighted average price. The Company states that, other than the Harraden repurchase, it has no other share repurchases currently planned.
The final proposal is a special resolution to amend the Articles of Association so that at least 14 clear days’ notice of general meetings may be given solely by directing eligible persons to a notice on the Company’s website instead of mailing notices. The Board of Directors unanimously recommends voting FOR all five proposals. Shareholders may attend in person in London or participate and vote via a virtual meeting platform, with internet voting instructions accepted until 11:59 p.m. Eastern Time on 23 August 2026.
AIR Global PLC filed a prospectus supplement to its Form F-4 registration statement covering up to 30,221,578 ordinary shares and incorporating a recent report as additional information. Ordinary shares trade on the Nasdaq Global Market under the symbol AIIR, with a last reported price of $6.00 per share on July 28, 2026.
The incorporated report describes a strategic equity investment in Greentank Innovations Corp. AIR invested $20 million in Greentank preferred shares, based on a $170 million pre-money valuation, and received a warrant to increase its ownership stake by another 20% over the next 24 months at a $250 million valuation. AIR also obtained the right to nominate a Greentank director, along with enhanced commercial terms, access to new technologies and long-term supply assurances.