Discover and read the best of Twitter Threads about #spacsquad
Most recents (6)
$ORGN I am seeing misinformation on cash needs following elevated redemptions. A thread to hopefully clarify. Some of this is my opinion post calls with the company and comparing to $PCT. As always, open to pushback.
TLDR: I don't think they will need to raise equity
1/6
TLDR: I don't think they will need to raise equity
1/6
The #SPAC was too large for this deal (my opinion). As a result they did one of the smaller PIPEs, despite announcing the transaction during the hottest point in the PIPE cycle. Many large institutional funds were scaled back significantly
2/6
2/6
Planning for no redemptions, this forced $ORGN to show very conservative plant financing - otherwise there would be too much cash and the deal wouldn't make sense. Let's compare the plant financing assumptions to $PCT, the debt % is still lower in the revised case!
3/6
3/6
$DCRB ➡️ $HYZN
Merger meeting July 15
2.1b Valuation
400m pipe
8% for shareholders
IP
sec.gov/Archives/edgar…
Merger meeting July 15
2.1b Valuation
400m pipe
8% for shareholders
IP
sec.gov/Archives/edgar…
Hyzon customers
@CocaCola - in talks for 500 +
@IKEAUSA - 2 trucks potential 500 more
@Heineken - 5 trucks potential 500 more
@TotalEnergies - 20 trucks potential 500 more
hiringa - 20 trucks potential 1400 more
@CocaCola - in talks for 500 +
@IKEAUSA - 2 trucks potential 500 more
@Heineken - 5 trucks potential 500 more
@TotalEnergies - 20 trucks potential 500 more
hiringa - 20 trucks potential 1400 more
Vehicle on the road
End of 2020 nearly 500
By 2023 will have approximately 5,000
End of 2020 nearly 500
By 2023 will have approximately 5,000
$DCRC ➡️ $SLDP @SolidPowerInc
1.2B EV
Closing 2H 2021
19% for $Dcrc shareholders
165m pipe
600 m cash on hand upon closing
IP link s28.q4cdn.com/717221730/file…
1.2B EV
Closing 2H 2021
19% for $Dcrc shareholders
165m pipe
600 m cash on hand upon closing
IP link s28.q4cdn.com/717221730/file…
Who is @SolidPowerInc
Solid state battery manufacturer
Backed by @BMW and @Ford / $F
8 years of research and development
Entering a 500b dollar market
Solid state battery manufacturer
Backed by @BMW and @Ford / $F
8 years of research and development
Entering a 500b dollar market
Why Solid state is the future
Longer the distance
Safer
More cost effective
Longer battery life
Increased HP
Faster charging
Longer the distance
Safer
More cost effective
Longer battery life
Increased HP
Faster charging
1/ $JWS $CANO is a primary care provider for Medicare patients that is merging with Jaws SPAC shortly after a shareholder vote scheduled for 6/2. Valuation analysis supports $30 per share or +100% upside from current levels. #spacs #spacsquad
A short thread:
A short thread:
2/ $JWS $CANO delivers value-based care to patients through a fixed or capitated payment from insurers. CANO assumes all risk and benefit, incentivizing it to invest in preventative care to optimize outcomes and lower costs.
3/ $JWS $CANO is part of a growing trend towards value-based care which increases effectiveness and reduces overall healthcare costs as demonstrated by the company's growing partnerships and financial performance.
Something an old boss told me once when I first started public investing and lost a lot of money on a position: "If you're not losing money somewhere in the portfolio, you're not taking enough risk." #spacs #spacsquad
3/ SPAC asymmetry with $10 pre-merger floor is your best friend. A 30% move from $10 -> $13 is FAR superior than $45 -> $60. Risking $0 to make $3 way better than risking $35 to make $15. Always be cognizant of risk/reward. #spacs #spacsquad
$DMYD to merge w/ @GeniusSports - The Index for Sports Betting with Strong Tail Winds.
A thread.
@MarkLockeGSG @NiccoloDeMasi @spac_insider
A thread.
@MarkLockeGSG @NiccoloDeMasi @spac_insider
1) Genius Sports is going public through a SPAC merger with $DMYD, which is led by @NiccoloDeMasi, the former CEO of Glu Mobile. The man has consummated +25 mergers and has a keen focus on gaming. His first SPAC, $DMYT is taking Rush Street Interactive, in the next two months.
2) Who is Genius Sports? It's one of 2 large sports data providers (duopoly) that works closely with leagues to collect and sell live game data to sportsbooks. This is incredibly important as live betting needs constantly updated stats to adjust prop bets and lines in real time.
