美國
證券及交易委員會

華盛頓，特區。20549

14A日程安排表

代理聲明根據
第14(a)節的
1934年證券法

由報名人提交x

由註冊申報人以外的一方提交¨

請勾選適當的框:

¨初步代理聲明書

¨  機密，僅供委員會使用（根據規則 14a-6(e)(2) 允許）。

¨最終代理聲明書

x決定性的額外資料

¨根據§240.14a-12號尋求材料

第二屆春谷收購併購corp

(根據憲章規定的註冊人的名稱)

(如果非報告人，代理聲明的文件人的姓名)

提交申報費（選擇適用的方框）：

x無需任何費用

¨  先前已支付的費用與初步材料。

¨按照交易所要求的附表中計算的費用，根據《證券交易所法規》14A(i)(1)和0-11。

美國
證券交易委員會

華盛頓特區20549

8-K表格

目前的報告
根據1934年證券交易所法案第13或第15(d)節
1934年證券交易所法案

報告日期（最早報告的事件日期）： 2024年10月22日

春谷 收購公司II

(根據其憲章規定的準確名稱)

2100 McKinney Ave., 1675號套房

達拉斯，TX 75201。

（總部地址，包括郵政編碼）

註冊人的電話號碼，包括區號：(214) 308-5230

不適用

（如自上次報告以來有所變更，則爲曾用名稱或曾用地址）

根據《證券法》第425條規定的書面通信（17 CFR 230.425)

¨根據證券法規則425條的書面通信(17 CFR 230.425)

¨根據《交易所法》第14a-12條規定，徵求材料

¨根據交易所法案第14d-2(b)條規定的     開工前通信情況（17 CFR 240.14d-2(b))。

¨根據證券交易法第12（b）條註冊的證券交易所上的交易

根據證券法第12(b)條註冊的證券：

請在以下複選框內打勾，表明註冊申請人是否爲《1933年證券法規則》第405條或本章第230.405條或《1934年證券交易所法》第1202.2條或本章第240.12億.2條定義的新興成長型企業。

新興增長公司x

如果是新興成長型公司，請通過複選標記表示，如果註冊 人選擇不使用《證券交易法》第13（a）條規定的任何新的或修訂的財務會計準則的延伸過渡期。¨

事項8.01. 其他事項

如先前披露，Spring Valley Acquisition corp. II（以下簡稱「公司」）已召開股東特別大會，定於2024年10月31日（以下簡稱「會議」），審議，包括但不限於，修改公司的修正和重述備忘錄和章程（以下簡稱「章程」）的提案，將公司必須完成首次業務組合的日期（以下簡稱「延期修正提案」）修改至首次公開募股結束後36個月，或公司董事會在其自主決定的情況下，確定對公司最有利的日期之前的日期（以下簡稱「修正」）。

關於會議，公司發行的每股面值爲0.0001美元的A類普通股(IPO中發行的「A類普通股」)的持有人提交股份贖回的截止時間爲2024年10月29日美國東部時間下午5:00。

關於會議和修訂，公司和Spring Valley Acquisition Sponsor II，LLC（以下簡稱"贊助方"）打算簽署一份或多份形式與《附件10.1》實質上相同的非贖回協議（以下簡稱"非贖回協議"），與公司的一個或多個非關聯股東簽署，根據該協議，這些股東同意不在會議中贖回（或撤回並取消任何贖回請求）其A類普通股（以下簡稱"未贖回股份"）。作爲上述不贖回未贖回股份的承諾對價，贊助方預期同意在公司首次業務組合完成交易後（但不遲於兩個工作日之後）根據雙方議定的比例將贊助方持有的A類普通股轉讓給這些股東，如果這些股東在會議中不行使其對未贖回股份的贖回權並且延期修正提案被通過和生效。

非贖回協議不預計會增加公司股東對於會議中延期修正提案獲批的可能性，但預計會增加會議結束後仍保留在公司trust帳戶中的所有基金類型的金額，相對於沒有非贖回協議情況下trust帳戶中剩餘的金額。

不能保證會提供任何非贖回激勵，並且任何非贖回激勵的實際條款可能與此處描述的條款存在重大差異。

前述非贖回協議表述，並非完整，僅供參考，特此參照附表 10.1 中的非贖回協議表格，該表格已被完整引用至此。

關於前瞻性聲明的謹慎說明

本報告包含前瞻性聲明，因此並非歷史事實。這包括但不限於關於公司財務狀況、業務策略以及管理層未來業務計劃和目標的聲明。這些聲明構成了預測、預測和前瞻性聲明，並非對績效的保證。此外，任何涉及到公司打算在會議中籤署一個或多個非贖回協議以及預期任何非贖回協議條款的聲明均屬於前瞻性聲明。這些聲明涉及已知和未知的風險、不確定性、假設和其他因素，可能導致公司的實際結果、績效或成就與這些聲明所暗示的任何未來結果、績效或成就有很大不同。這些聲明的特點在於它們並非嚴格與歷史或當前事實相關。在本報告中使用時，諸如「預計」、「相信」、「繼續」、「可能」、「估計」、「期望」、「打算」、「可能」、「有可能」、「潛在」、「預測」、「計劃」、「潛在」、「具有」、「挖掘」和類似表達可能會識別出前瞻性聲明，但是缺少這些詞並不意味着該聲明非前瞻性。這些前瞻性聲明涉及若干風險、不確定性（其中一些超出我們的控制範圍）或其他可能導致實際結果或績效與這些前瞻性聲明所暗示的有很大不同的假設。當公司討論其策略或計劃時，公司在進行預測、預測或前瞻性聲明。這些聲明基於公司管理層的信念和假設以及目前可獲得的信息。實際結果和股東價值將受到多種風險和因素的影響，包括但不限於國際、國家和地方經濟狀況、合併、收購和業務組合風險、融資風險、地緣政治風險、恐怖主義行爲或戰爭以及公司在年度10-k提交給證券交易委員會（「SEC」）的2024年3月29日文件中描述的風險因素以及在2024年10月11日提交的有關會議和修正案的決議委員會簽署的最終代理聲明，並在公司向SEC提交的其他報告中描述的風險因素。將確定這些結果和股東價值的許多風險因素都超出了公司的能力控制或預測。

所有此類前瞻性聲明僅於本報告之日期起效。本公司明確聲明不承擔任何公開發布更新或修訂本處包含的任何前瞻性聲明的義務或承諾，以反映公司對相關事項的期望發生任何變化或任何這種聲明所基於的事件、條件或情況的變化。我們或代表本公司行事的人所作的所有隨後的書面或口頭前瞻性聲明在其整體上均受本「關於前瞻性聲明的警示性說明」部分的限制。

招標人

公司及其董事和高管 以及其他人可能被視爲參與者，就延期修正提案及相關事宜向公司股東征求委託。有關公司董事和高管的信息可在公司提交給證監會的2024年3月29日提交的年度報告Form 10-k中獲得。有關代理徵求參與者的信息以及其直接和間接利益的描述都包含在最終的代理聲明中。

附加信息和查找位置

公司敦促投資者、股東和其他感興趣的人閱讀公司向SEC提交的最終代理聲明以及其他文件，因爲這些文件將包含有關公司和延期修正提議的重要信息。股東可以在SEC的網站免費獲取最終代理聲明副本。 www.sec.gov 或者直接向公司的代理投資者服務商Sodali＆Co發送請求，地址爲333 Ludlow Street, 5th Floor, South Tower, Stamford, Ct 06902，電話號碼(203) 658-9400，郵箱：SVII@info.sodali.com。

無要約或徵集

本通訊不構成要約 賣出或買入證券的邀約，也不得在 任何可能違反任何司法管轄區 的證券法下，在註冊或符合資格之前 買賣證券。 除非通過符合《1933年證券法》 第10條的要求或豁免規定 的招股說明書進行，否則不得進行任何證券發行。

項目9.01.基本報表和展覽。

(d) Exhibits.

SIGNATURE

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

Exhibit 10.1

NON-REDEMPTION AGREEMENT AND ASSIGNMENT OF ECONOMIC INTEREST

This Non-Redemption Agreement and Assignment of Economic Interest (this “Agreement”) is entered as of            , 2024 by and among Spring Valley Acquisition Corp. II, a Cayman Islands exempted company (“SVII”), Spring Valley Acquisition Sponsor II, LLC, a Delaware limited liability company (the “Sponsor”) and the undersigned investors (collectively, “Investor”).

RECITALS

WHEREAS, the Sponsor currently holds 7,546,666 Class A ordinary shares, par value $0.0001 per share, (the “Founder Shares”) and one Class B ordinary share, $0.0001 per share (the “Class B ordinary share”), of SVII which were initially purchased in a private placement prior to SVII’s initial public offering (the “IPO”);

WHEREAS, SVII expects to hold an extraordinary general meeting of shareholders (the “Meeting”) for the purpose of approving, among other things, an amendment to SVII’s Amended and Restated Memorandum and Articles of Association, dated 12 October 2022, as amended by that certain amendment dated 11 January 2024 (as it exists on the date hereof, the “Amended and Restated Articles”) to extend the date by which SVII must consummate an initial business combination (the “Initial Business Combination”) to 36 months from the consummation of SVII’s IPO or such earlier date as determined by the board, in its sole discretion (the “Amendment”);

WHEREAS, the Amended and Restated Articles provides that a shareholder of SVII may redeem its Class A ordinary shares initially sold as part of the units in SVII’s IPO (whether they were purchased in SVII’s IPO or thereafter in the open market) (the “Public Shares” and together with the Founder Shares and the Class B ordinary share, the “Ordinary Shares”) in connection with the amendment to the Amended and Restated Articles (as the same are to be amended in connection with the Meeting, the “Articles”) to approve the Amendment, on the terms set forth in the Amended and Restated Articles (“Redemption Rights”);

WHEREAS, subject to the terms and conditions of this Agreement, Investor is willing to forego the exercise of its Redemption Rights in connection with the Amendment, or to validly rescind any previously submitted redemption demand, of certain of the Public Shares held by such Investor upon the terms set forth herein, in connection with which the Sponsor desires to either: (i) surrender to SVII and forfeit for no consideration, that number of Founder Shares set forth on Exhibit A, and SVII desires to issue or cause to be issued to Investor that number of shares set forth opposite such Investor’s name on Exhibit A (the “Promote Shares”) in connection with SVII’s completion of its Initial Business Combination; or (ii) transfer to Investor that number of Founder Shares set forth on Exhibit A (the number of shares to be received by Investor, the “Assigned Securities”).

NOW THEREFORE, in consideration of the mutual covenants and agreements set forth herein and for good and valuable consideration, the receipt and sufficiency of which are hereby acknowledged, Investor, the Sponsor and SVII hereby agree as follows:

Upon the satisfaction of the foregoing conditions, as applicable, the Assigned Securities shall be promptly delivered (and no later than two (2) business days following the closing of the Initial Business Combination) to Investor (or its Permitted Transferees) free and clear of any liens or other encumbrances, other than pursuant to Section 5 of the Letter Agreement, restrictions on transfer imposed by the securities laws, the Joinder (as defined below) and any successor or similar agreement entered into in connection with the Initial Business Combination (which agreement contains no obligations on the part of the Investor other than restrictions on the transfer of the Assigned Securities and which restrictions shall be no less favorable or more restrictive than what is agreed to by the Sponsor and shall be no more restrictive than the restrictions on transfer currently contained in the Letter Agreement). The Sponsor and SVII covenant and agree to facilitate such transfer or Share Issuance to Investor (or its Permitted Transferees) in accordance with the foregoing.

IN WITNESS WHEREOF, the parties hereto have caused this Agreement to be duly executed as of the date first above written.

EXHIBIT A

[Exhibit A to Non-Redemption Agreement]

EXHIBIT B

FORM OF JOINDER

TO

LETTER AGREEMENT

______, 20__

Reference is made to that certain Non-Redemption Agreement and Assignment of Economic Interest, dated as of             , 2024 (the “Agreement”), by and among                  (“Investor”), Spring Valley Acquisition Corp. II (the “Company”) and Spring Valley Acquisition Sponsor II, LLC (the “Sponsor”), pursuant to which Investor acquired securities of the Company from the Sponsor. Capitalized terms used and not otherwise defined herein shall have the meanings given to such terms in the Agreement.

By executing this Joinder, Investor hereby agrees, as of the date first set forth above, that Investor shall become a party to that certain Letter Agreement, dated October 12, 2022, as amended by that certain Amendment No. 1 to the Letter Agreement dated January 10, 2024, by and among the Company, the Sponsor and the Company’s officers and directors (as it exists on the date of the Agreement, the “Letter Agreement”), solely with respect to Section 5 of the Letter Agreement, and shall be bound by, and shall be subject to the restrictions set forth thereunder, the terms and provisions of such Section 5 of the Letter Agreement as an Insider (as defined therein) solely with respect to its Assigned Securities or Promote Shares, as applicable; provided, however, that the Investor shall be permitted to transfer its Assigned Securities or Promote Shares, as applicable, to its affiliates.

For the purposes of clarity, it is expressly understood and agreed that each provision contained herein, in the Letter Agreement (to the extent applicable to Investor) is between the Company and Investor, solely, and not between and among Investor and the other shareholders of the Company signatory thereto.

This Joinder may be executed in two or more counterparts, and by facsimile, all of which shall be deemed an original and all of which together shall constitute one instrument.

[Signature Page to Non-Redemption Agreement Joinder]