SPAC

[Karlo Veliki]

Vjerojatno ste svi čuli,neki se možda i baciliu te vode, a nije da će to prestati samo tako.

Euforija se malo smanjila i baš zato se otvara(ju) prilike za povoljnije ulaze.

Priču sam spustio na down to earth razinu i ukratko se svodi na:

10$ kao kamen temeljac/potpora
9$ kao razina prihvatljivog gubitka

After IPO irice vrlo lako potegnu priču na 11-12 pa i više $

Omjer R/R koji je meni prihvatljiv ( kao neki cash driver jer ne volim da cash sjedi besposleno za razliku od mene ).

Svaki % se broji, a pnekad izađem ako vidim da ništa konkretnog i stoga mi i 3-4% zarade bude ok.

Kroz sve do sada ( provrtio sam neke prosjeke ) mogu reći da je sasvim uhvatljiv prinos 20%. Naravno, još je lakše ako se napravi ulaz u rasponu 10-10.50$ ( zato i tema).

Dalje svatko kako želi. Ovdje možemo pisati što smo odigrali ili nam je u planu.

[Karlo Veliki]

Trenutno:

AVAN
SPGSU

U planu:

IIIIU

https://www.sec.gov/Archives/edgar/d...6717-index.htm

BIOTU

https://www.sec.gov/Archives/edgar/d...5543-index.htm

LWACU

https://www.sec.gov/Archives/edgar/d...7689-index.htm

Napomena: to što je nešto oko 10$ ne znači odmah da je i najpovoljnije. Napravite svoju domaću zadaću.

[z_k]

Dobro si rekao, SPACove treba "igrati" prosjecno - odnosno, racunati da ce biti pravi "hit&miss".

Probao s jednim i uspjelo spektakularno (KCAC koji je postao QS), a od drugog odustao (TSIA) gdje bi fino popusio... Ovaj tjedan bi mogao ponovno postati interestantniji.

[Brogan]

ja sam uzeo nešt sitno IPOE.

to je Sofi fintech aplikacija iza toga. I Chamath.

nešto bi to trebalo ići u pravo listanje u Q1.

[Kelevra Slevin]

APXT - trebao bi ici merger s avepointom krajem kvartala, pocetkom iduceg.

Sent from my NOTE 20 using Tapatalk

[Karlo Veliki]

Kelevra Slevin kaže:

APXT - trebao bi ici merger s avepointom krajem kvartala, pocetkom iduceg.

Sent from my NOTE 20 using Tapatalk

Hvala.

Preskupo za mene.

[Karlo Veliki]

Karlo Veliki kaže:

Trenutno:

AVAN
SPGSU

U planu:

IIIIU

https://www.sec.gov/Archives/edgar/d...6717-index.htm

BIOTU

https://www.sec.gov/Archives/edgar/d...5543-index.htm

LWACU

https://www.sec.gov/Archives/edgar/d...7689-index.htm

Napomena: to što je nešto oko 10$ ne znači odmah da je i najpovoljnije. Napravite svoju domaću zadaću.

IIIU in na 10.22$

Preostala dva još čekaju da ih okine.

[Karlo Veliki]

Karlo Veliki kaže:

Trenutno:

AVAN
SPGSU

U planu:

IIIIU

https://www.sec.gov/Archives/edgar/d...6717-index.htm

BIOTU

https://www.sec.gov/Archives/edgar/d...5543-index.htm

LWACU

https://www.sec.gov/Archives/edgar/d...7689-index.htm

Napomena: to što je nešto oko 10$ ne znači odmah da je i najpovoljnije. Napravite svoju domaću zadaću.

Sve in. Odmah oko otvaranja

[Karlo Veliki]

ACAC uzeo na 10,06$

[Jax Teller]

Bacite oko na BFT (PaySafe )

[Karlo Veliki]

Achronix to List on Nasdaq Through Merger With ACE Convergence
Achronix is the only independent supplier of high-performance FPGAs and eFPGA IP based data acceleration solutions used in high-growth applications including AI, cloud computing, 5G, networking and automotive driver assistance
Highly differentiated financial profile with estimated 2020 revenues of approximately $105 million, 79% gross margins and 35% operating margins with migration to next-generation products driving an estimated revenue CAGR of 20% to 25% from 2020 to 2025
Business combination with ACE Convergence Acquisition Corp. (Nasdaq: ACEV) positions Achronix to capitalize on non-cancellable backlog in excess of $160 million and over $1.1 billion in identified pipeline opportunities driven by Speedster® and Speedcore™ products
Approximately $2.1 billion estimated post-transaction equity value based on current assumptions with up to $330 million in gross cash proceeds to the company, assuming minimal redemptions
Oversubscribed $150 million fully committed common stock concurrent PIPE financing at $10.00 per share anchored by ACE Equity Partners LLC, funds and accounts managed by BlackRock and Hedosophia; and with participation from other institutional investors
Achronix expected to be listed on Nasdaq under the ticker symbol “ACHX” following an anticipated transaction close by the end of the first half of 2021


Kupio jučer na 10,45$

[alphabet]

gdje to uzimate?

[Karlo Veliki]

Interactive Brokers

[Karlo Veliki]

Ovo mi je danas na tapeti

S time sam si složio portfelj SPAC pustolovine.

Imam još jednu na piku, ali mislim da ću propustit.

[Karlo Veliki]

Živimo u vrijeme neselektivnih korekcija pa se na površinu izbacuju sasvim lijepe i kvalitetne priče.

KVSA

S1

Nadam se da će vam se dati čitati.

Googlajte lika/ekipu koja stoji iza ovoga ( odradili su već velike priče)
https://www.khoslaventures.com/team

Bonus je to što je ovo jedan od rijetkih SPAC priča, a da nema warranta. Znači samo kupimo bez brige o rokovima i opsegu diluitiona. Čak i za razliku uobičajenih „ provizija „ oni imaju pravo na 15% firme nakon „ spajanja“, ali ujedno i dodatnih 5mil dionica ukoliko cijena dosegne razine 30-40-50$ u 10g nakon spajanja.

Trenutna cijena ( zaključna ) je 10.04. Downside je znači gotovo pa nikakav, a potencijal prema UP je značajno veći ( i na objavu pa vjerojatno i nakon spajanja).

Uglavno, ja sam od danas in...a vi?

[z_k]

Hej, ajde provjeri linkove...

[tommek13]

KVSA

S1

[Karlo Veliki]

We also generated a substantial mark-to-market gain on our Forward Purchase Agreement (“FPA”) and Sponsor Warrants in Pershing Square Tontine Holdings, Ltd. (NYSE:PSTH) due to the requirement under IFRS for PSH to mark to market these instruments with the benefi t of a third-party valuation service. PSTH is trading at a premium to its $20 per share cash in trust, driven, we believe, by PSTH’s highly favorable and diff erentiated shareholder/merger friendly structure, and our investors’ expectation that PSTH will create substantial shareholder value from its initial business combination. Eight months since PSTH’s launch, we remain convinced that an investment in PSTH will generate highly attractive longterm returns, even from PSTH’s current stock price. While we previously believed that we would be able to announce a potential transaction by the end of this quarter, we will not be in a position to do so. We do not intend to make any announcements about PSTH’s transaction progress until we enter into a defi nitive agreement.
If we are successful in completing such a transaction, we expect that PSTH will be an important contributor to our shorterterm and long-term performance. This is due to our investment expectations from the transaction, the large size of this investment due to the Pershing Square funds’ minimum FPA commitment of $1 billion, and the large notional investment underlying the Sponsor Warrants, 91% of which are held by PSH. We are likely to launch a second SPAC, PSTH2 after PSTH completes a business combination transaction. If we do so, we believe it is appropriate for the right to invest in PSTH2 to be owned by our current PSTH shareholders, including PSH and the Pershing Square private funds. We like the idea of providing investors who backed us in PSTH with the opportunity to invest in PSTH2 without paying a premium to its cash-in-trust value.

[JorgeXY]

Pozdrav SPAC-billionaires,

meni je ovo bila zanimljiva tema kroz 2020 i pocetkom 2021 godine.

Doduse sada mi se cini kako se bubble ispuhao i nema vise hypa/zeljene volatilnosti.
Big money se prebacio na NFTove i/ili nesto drugo.

Nekoliko vehicleova sam provozao i stavio u dzep: LAZR, XL, UWMC i PSTH.

Sto vam je trenutno na watchlist?
Cheers!

[Frank Knight]

https://youtu.be/_F8BUiUNmAg

Kevin je sinoć malo pričao o SPACs, često ga pogledam dok čekam otvaranje marketa, nekad i zatvaranje, zna se naći zanimljivih tema iako ga ne treba bespokorno slušati, dapače. Čak i samim entuzijazmom može odvesti na krivi put (npr. toliko je bi uživljen u coin da sam na otvaranju pomislio "jebote zaista je bio u pravu, ode ovo na 600") zato sve što kaže treba uzeti s rezervom. Ipak mu je yt glavni izvor prihoda, a ne investiranje ili renta, to ni ne krije.