[8-K] United Homes Group, Inc Reports Material Event

Rhea-AI Filing Summary

Evogene Ltd. (EVGN) – Form 6-K filed 8 July 2025

The filing reports that subsidiary Lavie Bio Ltd. has closed its previously announced transaction with Dead Sea Works Ltd. (ICL Group affiliate), transferring “most of the activity” of Lavie Bio to ICL. The company attaches a press release (Exhibit 99.1) for additional information, but no financial terms, consideration amounts, or post-deal collaboration details are disclosed in the body of the 6-K.

Strategically, completion of the sale marks a significant portfolio shift for Evogene, whose computational biology platform has used Lavie Bio as a commercialization channel for ag-biological products. Divestiture may provide fresh capital and external validation while allowing management to redeploy resources toward other growth engines; however, absent numerical data investors cannot yet evaluate the deal’s effect on liquidity, earnings trajectory, or future royalty streams.

The 6-K contains no updates to revenue guidance, balance-sheet figures, or operational outlook. The document is automatically incorporated into Evogene’s effective Form F-3 and Form S-8 registration statements cited in the filing.

Positive

• Completion of Lavie Bio asset sale to ICL, eliminating transaction risk and potentially providing fresh capital for Evogene.

Negative

• No financial terms disclosed, leaving investors unable to assess valuation or immediate balance-sheet impact.
• Divesting most of Lavie Bio’s activity could reduce future revenue contribution from the ag-biologicals segment.

Insights

M&A Specialist

TL;DR – Deal closed; likely cash inflow and strategic focus but valuation undisclosed.

The closing with ICL finalises a process first announced in April 2025, removing execution risk and potentially providing Evogene with non-dilutive funding. ICL’s global footprint could accelerate Lavie Bio product penetration, indirectly benefiting Evogene if any earn-outs or royalties exist. Yet the filing is silent on price, payment structure, or retained economic interest, limiting our ability to model EPS impact or gauge deal multiple. Investors should watch for the press release or future 20-F disclosures to quantify proceeds and assess capital allocation.

Biotechnology Industry Analyst

TL;DR – Strategically meaningful but financially opaque, net effect still uncertain.

Lavie Bio represented Evogene’s leading ag-biologicals vehicle, so divesting most of its activity reshapes the company’s R&D-commercialisation linkage. While partnership with ICL could validate Evogene’s MicroBoost AI discovery platform, surrendering operational control may reduce future top-line optionality. Absent financials, I view the disclosure as neutral-to-slightly positive: execution risk removed, but visibility into value creation is lacking. Impact on share price may be muted until transaction metrics are released.

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UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

Washington, D.C. 20549

FORM 8-K

CURRENT REPORT

Pursuant to Section 13 or Section 15(d)

of the Securities Exchange Act of 1934

Date of Report (Date of earliest event reported): July 8, 2025

UNITED HOMES GROUP, INC.

(Exact name of registrant as specified in its charter)

Delaware

001-39936

85-3460766

(State or other jurisdiction of incorporation or organization)

(Commission File Number)

(I.R.S. Employer Identification Number)

917 Chapin Road Chapin, South Carolina			29036
(Address of principal executive offices)			(Zip Code)

(844) 766-4663

Registrant’s telephone number, including area code

N/A

(Former name or former address, if changed since last report)

Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation to the registrant under any of the following provisions:

☐			Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)
☐			Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)
☐			Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))
☐			Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))

Securities registered pursuant to Section 12(b) of the Act:

Title of each class

Trading Symbol(s)

Name of each exchange on which registered

Class A Common Shares, par value $0.0001 per share

UHG

The Nasdaq Stock Market LLC

Warrants, each exercisable for one Class A Common Share for $11.50 per share

UHGWW

The Nasdaq Stock Market LLC

Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 or Rule 12b-2 of the Securities Exchange Act of 1934.

Emerging growth company x

If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. o

Item 7.01.    Regulation FD Disclosure.

On July 8, 2025, United Homes Group, Inc. (the “Company”) issued a press release announcing selected preliminary operational unit statistics for the quarter and year ended June 30, 2025. The press release is being furnished hereto as Exhibit 99.1. The information in this Item 7.01, including the Exhibit 99.1 attached hereto, shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the “Exchange Act”), or otherwise subject to the liabilities of that section, nor shall it be deemed incorporated by reference in any filing under the Securities Act of 1933, as amended, or the Exchange Act, except as shall be expressly set forth by specific reference in such filing.

Item 9.01. Financial Statements and Exhibits

(d) Exhibits:

Exhibit No.						Description
99.1						Press Release, dated July 8, 2025
104						Cover page interactive data file (embedded within the Inline XBRL document)

SIGNATURE

Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.

Date: July 8, 2025

			United Homes Group, Inc.
			By:			/s/ Keith Feldman
			Name:			Keith Feldman
			Title:			Chief Financial Officer

FAQ

What did Evogene (EVGN) announce in its July 8 2025 Form 6-K?

Evogene reported that subsidiary Lavie Bio completed its transaction with ICL, which acquired most of Lavie Bio’s activity.

Who acquired Lavie Bio’s activity from Evogene?

Dead Sea Works Ltd., an affiliate of ICL Group Ltd., acquired most of Lavie Bio’s activity.

Were the financial terms of the Lavie Bio transaction disclosed?

No. The Form 6-K does not state the purchase price or terms; investors must consult Exhibit 99.1 for further details.

Does the filing update Evogene’s financial guidance?

No. The 6-K contains no new revenue, earnings, or balance-sheet guidance.

How does this Form 6-K affect Evogene’s registration statements?

The content is automatically incorporated by reference into Evogene’s existing Form F-3 and Form S-8 registration statements.

Where can investors find more information about the deal?

Additional details are expected in the press release filed as Exhibit 99.1 to this Form 6-K.