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DEFA14A ·Filed Mar 16, 2026

BNC

CEA Industries Inc.
NEUTRAL
Impact 5/10
Horizonweeks Processed7mo ago SEC0001493152-26-010180
Proxy solicitation materials
Actionable Insight • Neutral

Traders should monitor for the upcoming consent revocation statement and yellow card, which will reveal YZi Labs' specific demands and the strategic stakes. This appears to be an activist challenge or control contest that could lead to board changes or strategic shifts if YZi Labs succeeds.

DirectionNeutral
Confidencehigh
Horizonweeks
Final — all horizons settled through T+60d ⚠ clustered
BNC ▼ -33.43% at T+60d
NEUTRAL call -33.43% · α vs SPY -43.92% · entry $3.29 → $2.19
Entry = T+0 close
Mar 16, 2026
via day close
T+1d
-0.91%
call -0.91% · α -1.18%
$3.26
settled 7mo ago
T+5d
-3.34%
call -3.34% · α -1.30%
$3.18
settled 7mo ago
T+20d
-13.37%
call -13.37% · α -17.15%
$2.85
settled 7mo ago
T+60d
-33.43%
call -33.43% · α -43.92%
$2.19
settled 5mo ago

Price Chart

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Executive Summary

CEA Industries Inc. (BNCWW) has filed a definitive proxy statement (DEFA14A) in response to a consent solicitation by YZi Labs Management Ltd. The company is actively soliciting stockholders to revoke consents granted to YZi Labs, indicating an ongoing corporate control dispute. The filing identifies company directors and executives as participants in this solicitation.

Key Facts

  • CEA Industries filed DEFA14A to solicit revocation of consents granted to YZi Labs Management Ltd.
  • The company explicitly states it is responding to YZi Labs' consent solicitation.
  • Company directors (Anthony K. McDonald, Nicholas J. Etten, Carly E. Howard, Hans Thomas, Annemarie Tierney, Glenn Tyranski) and executives (David Namdar, Brent Miller) are identified as participants in the solicitation.
  • Stockholders are directed to review the definitive consent revocation statement and yellow consent revocation card when available.
  • The filing was announced via X.com on March 14, 2026, with the SEC filing on March 16, 2026.

Financial Impact

No direct financial impact disclosed in this filing. The impact depends on the outcome of the consent solicitation battle.

Risk Factors

  • Potential for board composition changes if YZi Labs' solicitation is successful
  • Corporate governance uncertainty during the consent battle
  • Possible strategic shifts or operational disruptions depending on the outcome

Market Snapshot

Exchange
Nasdaq

Investment Themes

Consumer & Retail

Documents Analyzed

This report is based on 4 SEC documents filed with EDGAR.

DocumentAccession Number
DEFA14A Filing (Primary)0001493152-26-010180
Document: 0001493152-26-010180-index-headers.html0001493152-26-010180
Document: 0001493152-26-010180-index.html0001493152-26-010180
Document: 0001493152-26-010180.txt0001493152-26-010180
17 reports for BNC
Performance horizon
43% Hit rate @ T+20 3 of 7 directional calls Went positive at some point 5 of 8 best @ T+60▲ +33.44%Mar 16, 2026
Filters
Rows
Reports for BNC — sortable, filterable
TypeNow
Oct 22, 2026
4d ago
3
NEUTRAL ★ 2/10
$5.19awaiting T+20—$5.53 (+6.45%)
Oct 19, 2026
8d ago
8-K
NEUTRAL ★ 4/10
$4.67awaiting T+20—$5.53 (+18.31%)
Oct 7, 2026
19d ago
3/A
BEARISH ★ 5/10
$5.10awaiting T+20—$5.53 (−8.33%)
Sep 11, 2026
6w ago
8-K
BEARISH ★ 5/10
$5.27 $5.20▲ +1.33%▲ +3.59%$5.53 (−4.84%)
Aug 10, 2026
11w ago
8-K
NEUTRAL ★ 2/10
$2.43 $4.43▲ +82.30%▲ +83.36%$5.53 (+127.37%)
Jul 10, 2026
15w ago
3
NEUTRAL ★ 2/10
$2.81 $2.41▼ −14.23%▼ −17.42%$5.53 (+96.62%)
Jun 23, 2026
17w ago
8-K
BEARISH ★ 6/10
$2.69 $2.95▼ −9.67%▼ −7.73%$5.53 (−105.39%)
Jun 23, 2026
17w ago
10-Q/A
BEARISH ★ 7/10
$2.69 $2.95▼ −9.67%▼ −7.73%$5.53 (−105.39%)
Jun 23, 2026
17w ago
10-Q/A
BEARISH ★ 6/10
$2.69 $2.95▼ −9.67%▼ −7.73%$5.53 (−105.39%)
Jun 17, 2026
18w ago
8-K
BEARISH ★ 7/10
$2.25 $2.95▼ −31.11%▼ −30.58%$5.53 (−145.56%)
Showing 10 of 17

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Report published Mar 16, 2026