Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2022 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to AMCI ACQUISITION CORP. II (Exact name of registrant as specified in its charter) (State or other jurisdiction of incorporation or organization) Delaw ...

融资活动 - 公司完成首次公开募股，发行1500万单位，每单位10美元，总募集资金1.5亿美元[114] - 公司同时完成私募配售，向赞助方出售350万份认股权证，每份1美元，总募集资金350万美元[116] - 公司与PIPE投资者签订认购协议，拟以每股10美元的价格发行1250万股A类普通股，总募集资金1.25亿美元[128] - 首次公开募股中承销商享有45天的超额配售权，可额外购买225万单位，但最终未行使[115] - 承销商获得首次公开募股总收益1%即150万美元的承销折扣，完成业务合并后可再获3.5%即525万美元延期折扣[146] 合并交易 - 公司与LanzaTech NZ, Inc.达成合并协议，拟以18.17亿美元收购其全部股权[120] - 合并后公司计划更名为LanzaTech Global, Inc.[119] - 合并条件包括公司需在合并后持有至少2.5亿美元现金[124] - LanzaTech股东支持协议涵盖约69.56%的已发行投票权股份[130] - 合并协议要求公司至少保留500万美元的净有形资产[124] - 合并后新公司的普通股将在纳斯达克上市[124] 财务表现 - 公司2022年第一季度净亏损约350万美元，其中衍生权证负债公允价值变动亏损77万美元，一般及行政费用270万美元[136] - 截至2022年3月31日，公司运营现金仅剩8000美元，营运资金赤字达280万美元[138] - 管理层确认公司流动性状况引发持续经营重大疑虑，一年内可能无法履行到期债务[140] 股东协议 - 公司创始人同意按比例放弃125万股创始人股份（占总创始人股份的1/3），具体比例取决于A类普通股赎回水平超过50%的部分[132] 资金支持 - 2022年3月公司与赞助方签订无息营运资本贷款协议，最高额度150万美元，截至报告期末未动用[139] - 公司每月向赞助方支付1万美元行政服务费，2022年第一季度累计支出3万美元[147] 会计处理 - 首次公开募股中1500万股A类普通股按临时权益计入资产负债表，按赎回价值计量[149] - 公共认股权证和私募认股权证被归类为衍生负债，采用蒙特卡洛模型和Black-Scholes模型进行公允价值计量[151] - 公司符合《JOBS法案》定义的"新兴成长公司"，可延迟采用新会计准则最长五年[157]

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K (Mark One) ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2021 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 001-40282 AMCI ACQUISITION CORP. II (Exact Name of Registrant as Specified in Its Charter) | Delaware | 86-1763050 | | ...

AMCI ACQUISITION CORP. II Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2021 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to (Former name or former address, if changed since last report) (Exact name of registrant as specified in its charter) ( ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2021 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to AMCI ACQUISITION CORP. II (Exact name of registrant as specified in its charter) (State or other jurisdiction of Delaware 001-40282 86-1763050 (Commi ...