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425 ·Filed Sep 2, 2026

BACC

Blue Acquisition Corp/Cayman
NEUTRAL
Impact 4/10
Horizonweeks Processed1mo ago SEC0001185185-26-003820
Rule 425 M&A communications
Actionable Insight • Neutral

The repeated extensions (fifth amendment) suggest closing conditions remain unmet, increasing risk of deal failure or further delays. Monitor for shareholder meeting announcements and redemption levels; the November 30, 2026 Outside Date is the next key catalyst. If the deal fails, BACC units may trade near trust value.

DirectionNeutral
Confidencehigh
Horizonweeks
Latest settled — T+20d ⚠ clustered
BACC ▲ 0.00% at T+20d
NEUTRAL call 0.00% · α vs SPY +1.19% · entry $10.49 → $10.49
Next anchor: T+60d in 4w
Latest observation: T+37 -0.24% FF3 residual α
Entry = T+0 close
Sep 2, 2026
via day close
T+1d
-0.10%
call -0.10% · α +0.29%
$10.48
settled 8w ago
T+5d
+0.10%
call +0.10% · α +1.24%
$10.50
settled 7w ago
T+20d
0.00%
call 0.00% · α +1.19%
$10.49
settled 27d ago
T+60d
Pending
in 4w

Price Chart

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Executive Summary

Blue Acquisition Corp. (BACC) filed a 425 communication announcing the Fifth Amendment to its Business Combination Agreement with Blockfusion Digital Infrastructure, extending the Outside Date for closing from a prior date to November 30, 2026. This is the fifth extension since the original November 2025 agreement, signaling ongoing delays in completing the de-SPAC transaction. The filing is routine procedural progress but highlights execution risk as the SPAC approaches its deadline.

Key Financial Metrics

Deal Type
merger

Key Facts

  • Blue Acquisition Corp. and Blockfusion Digital Infrastructure entered into the Fifth Amendment to the Business Combination Agreement on September 2, 2026.
  • The Outside Date for closing the business combination has been extended to November 30, 2026.
  • This is the fifth amendment to the original Business Combination Agreement dated November 19, 2025.
  • Prior amendments were dated March 19, 2026, May 6, 2026, June 30, 2026, and July 31, 2026.
  • The BCA otherwise remains in full force and effect.

Financial Impact

No financial terms or deal value disclosed in this filing; the amendment only extends the deadline.

deal timeline

Risk Factors

  • Deal may not close by the extended November 30, 2026 Outside Date, leading to liquidation of the SPAC.
  • High shareholder redemptions could reduce trust proceeds available for the business combination.
  • Multiple prior amendments indicate unresolved conditions or regulatory/operational hurdles.

Market Snapshot

Exchange
Nasdaq
Sector
Blank Checks

Investment Themes

Traditional Finance

Documents Analyzed

This report is based on 5 SEC documents filed with EDGAR.

DocumentAccession Number
425 Filing (Primary)0001185185-26-003820
Document: baccex2-1.htm0001185185-26-003820
Document: 0001185185-26-003820-index-headers.html0001185185-26-003820
Document: 0001185185-26-003820-index.html0001185185-26-003820
Document: 0001185185-26-003820.txt0001185185-26-003820
10 reports for BACC
Performance horizon
67% Hit rate @ T+5 2 of 3 directional calls Went positive at some point 2 of 3 best @ T+5▲ +2.92%Jun 30, 2026
Filters
Rows
Reports for BACC — sortable, filterable
TypeNow
Oct 23, 2026
4d ago
DEFM14A
MIXED ★ 6/10
$10.46awaiting T+5—$10.47 (+0.05%)
Sep 25, 2026
4w ago
425
NEUTRAL ★ 4/10
$10.50 $10.49▼ −0.05%▲ +0.17%$10.47 (−0.29%)
Sep 25, 2026
4w ago
8-K
NEUTRAL ★ 4/10
$10.50 $10.49▼ −0.05%▲ +0.17%$10.47 (−0.29%)
Sep 21, 2026
5w ago
425
NEUTRAL ★ 3/10
$10.50 $10.48▼ −0.19%▲ +1.00%$10.47 (−0.33%)
Sep 21, 2026
5w ago
8-K
NEUTRAL ★ 3/10
$10.50 $10.48▼ −0.19%▲ +1.00%$10.47 (−0.33%)
Sep 16, 2026
5w ago
425
BULLISH ★ 6/10
$10.60 $10.50▼ −0.94%▼ −1.79%$10.47 (−1.27%)
Sep 2, 2026
7w ago
425
NEUTRAL ★ 4/10
$10.49 $10.50▲ +0.10%▲ +1.24%$10.47 (−0.24%)
Sep 2, 2026
7w ago
8-K
NEUTRAL ★ 3/10
$10.49 $10.50▲ +0.10%▲ +1.24%$10.47 (−0.24%)
Jun 30, 2026
17w ago
425
BULLISH ★ 6/10
$10.60 $10.91▲ +2.92%▲ +2.32%$10.47 (−1.27%)
Jun 30, 2026
17w ago
8-K
BULLISH ★ 6/10
$10.60 $10.91▲ +2.92%▲ +2.32%$10.47 (−1.27%)
Showing 10 of 10

US Market Status

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Report published Sep 2, 2026