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SC 13D ·Filed Oct 2, 2026

GOW

GOWell Energy Technology
NEUTRAL
Impact 4/10
Horizonweeks Processed23d 15h ago SEC0001213900-26-106590
Activist investor acquires 5%+ stake
Actionable Insight • Neutral

This is a routine post-de-SPAC 13D filing by a former sponsor/insider, not an activist campaign. The Reporting Person has protective provisions over the Series A preferred shares (including veto rights on certain actions) and a put right after five years. Monitor for any future amendments indicating a change in intent or additional share purchases.

DirectionNeutral
Confidencehigh
Horizonweeks
Latest settled — T+5d ⚠ clustered
GOW ▼ -17.32% at T+5d
NEUTRAL call -17.32% · α vs SPY -17.74% · entry $4.33 → $3.58
Next anchor: T+20d in 4d
Latest observation: T+14 +1.74% FF3 residual α
Entry = T+0 close
Oct 2, 2026
via day close
T+1d
-7.39%
call -7.39% · α -7.94%
$4.01
settled 21d ago
T+5d
-17.32%
call -17.32% · α -17.74%
$3.58
settled 17d ago
T+20d
Pending
in 4d
T+60d
Pending
in 2mo

Price Chart

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Executive Summary

Inflection Point Fund I, LP filed a Schedule 13D disclosing beneficial ownership of 4,117,585 ordinary shares of GOWell Energy Technology, representing 9.87% of outstanding shares. The stake includes shares held directly, shares issuable upon conversion of Series A preferred shares, and warrants. The filing is a post-business-combination disclosure by a former SPAC sponsor/insider, not an activist campaign.

Key Financial Metrics

Stake
9.87%
Investor
Inflection Point Fund I, LP

Key Facts

  • Inflection Point Fund I, LP holds 4,117,585 ordinary shares (9.87% of outstanding) as of September 25, 2026.
  • Stake includes 990,000 ordinary shares, 2,147,193 shares issuable upon conversion of Series A preferred shares, and 980,392 shares issuable upon exercise of warrants.
  • The filing follows the September 24-25, 2026 business combination between SPAC (Inflection Point Acquisition Corp. V), GOWell Technology Limited, and the issuer.
  • The Reporting Person invested $20,000,000 in GOWell via Series A preferred shares and warrants prior to the business combination.
  • Series A preferred shares accrue dividends at 10% (PIK) or 8% (cash) per annum and have a conversion price of $12.00 per ordinary share, subject to adjustment.
  • The Reporting Person has no present plans for any of the actions listed in Item 4 of Schedule 13D; the filing is for investment purposes.
  • Michael Blitzer (former SPAC Chairman/CEO) and Kevin Shannon (former SPAC COO and current issuer director) are on the investment committee but disclaim beneficial ownership under the 'rule of three'.

Financial Impact

The Reporting Person invested $1,300,000 for SPAC Class B shares and $20,000,000 in Series A preferred shares and warrants. The Series A preferred shares have an accrued value of $25,766,318 as of the filing.

ownershipdilution

Risk Factors

  • Potential future dilution from conversion of Series A preferred shares and exercise of warrants at $12.00 per share.
  • The Reporting Person's protective provisions could limit management's flexibility on certain corporate actions without consent.

Documents Analyzed

This report is based on 3 SEC documents filed with EDGAR.

DocumentAccession Number
SC 13D Filing (Primary)0001213900-26-106590
Document: 0001213900-26-106590-index.html0001213900-26-106590
Document: 0001213900-26-106590.txt0001213900-26-106590
11 reports for GOW
Performance horizon

Track record builds as more directional reports settle.

Filters
Rows
Reports for GOW — sortable, filterable
TypeNow
Oct 21, 2026
5d ago
6-K
BULLISH ★ 6/10
$3.60 $3.30▼ −8.33%▼ −7.15%$3.27 (−9.17%)
Oct 19, 2026
6d ago
6-K
NEUTRAL ★ 3/10
$4.04 $3.60▼ −10.89%▼ −11.42%$3.27 (−19.06%)
Oct 2, 2026
23d ago
SC 13D
NEUTRAL ★ 4/10
$4.33 $4.01▼ −7.39%▼ −7.94%$3.27 (−24.48%)
Oct 2, 2026
23d ago
SC 13G
NEUTRAL ★ 4/10
$4.33 $4.01▼ −7.39%▼ −7.94%$3.27 (−24.48%)
Oct 2, 2026
23d ago
SC 13D
NEUTRAL ★ 4/10
$4.33 $4.01▼ −7.39%▼ −7.94%$3.27 (−24.48%)
Sep 25, 2026
4w ago
3
NEUTRAL ★ 2/10
$1.99 $1.81▼ −9.05%▼ −8.87%$3.27 (+64.32%)
Sep 25, 2026
4w ago
3
NEUTRAL ★ 1/10
$1.99 $1.81▼ −9.05%▼ −8.87%$3.27 (+64.32%)
Sep 25, 2026
4w ago
3
NEUTRAL ★ 1/10
$1.99 $1.81▼ −9.05%▼ −8.87%$3.27 (+64.32%)
Sep 25, 2026
4w ago
6-K
BULLISH ★ 6/10
$1.99 $1.81▼ −9.05%▼ −8.87%$3.27 (+64.32%)
Apr 15, 2026
27w ago
425
BULLISH ★ 6/10
—awaiting T+1——
Showing 10 of 11

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Report published Oct 2, 2026