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quote:

Geweren_Gerrit schreef op 10 februari 2021 19:13:

Ik lees trouwens dat er geruchten zijn dat t merk McLaren interesse heeft opgenomen te worden door een SPAC. Even goed in de gaten houden, dat kan ook een prima knaller worden..

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Don Corleone schreef op 10 februari 2021 19:59:

[...]

Als dit waar zou zijn dan is natuurlijk de vraag om welke SPAC het mogelijk zou gaan?

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schreef:

1. MLAC (10.21) - Founder is advisor to Bridgetown I and II (bringing and advising on deals) and close connection to the management team of Bridgetown.
2. LNFA- (10.23) - second spac, first spac was crypto and huge success. this is targeting legal tech
3. SNRH -(10.3) - Healthcare-related businesses serving the senior market. Management includes investors in ex Livingo, healthtech investor (SVB) and UnitedHealthGroup retired CEO.
5. LATN -(10.45) - "This is the second SPAC for the Union Acquisition team, having successfully finalized a merger with their first one. They have the experience and know how to get a deal done. LATN is one of the oldest SPACs live on the market today, with a deadline to complete a deal being April 17, 2021. If the Union team expects to complete a deal by their deadline and not go defunct, a deal announcement should happen any time now
6. PIAI -(10.46) - TMT, MedTech and Industrial Tech, china, india, SEA. strong management - Mike Cordano (Former COO of Western Digita)l; Mark Long (Founder of Silicon Valley Data Capital); Cathleen Benko (Former Chief Communications Officer of Deloitte, Member of Board of Directors of NIKE); Dixon Doll, (Co-founder, Accel Partners)
7. CONX -(10.49) - Chairman is Charles Ergen "visionary business figure in the TMT industry known for his outstanding capability as an operator, leader and innovator." Expect a 5G/Satellite target.
8. IIII -(10.5) - insurtech. previous spac inaq (metromille) doing well. but might be abit early
9. SBG -(10.51) - Target global consumer growth brand. Run by Sandbrigdge Capital. Invested in Farfetch, Peach and Lily
10. HTPA -(10.53) - tech. no obvious targets, but highland capital has solid vc record - nutonomy/clearblanc
11. ETAC -(10.53) - Led by Steven Singh, MD of Madrona, director at $DOCU -Jeff Clarke, ex CEO $KODK -Madrona VC group that invest in early stage tech companies -Targeting software / tech industry (no target yet)
12. FPAC -(10.7) - FPAC is a large Fintech SPAC with strong management, reduced founder shares (14.7%), undervalued in comparison to its peers. Previous spac led to 2 LOI, so likely to have LOI soon
13. FGNA - (10.7) - This is a high quality fintech SPAC that is one of the lead contenders in bringing PLAID public based on the SPAC’s focus on financial services technology \[2\]. They might also be bringing OppLoans fintech company public based on the CEO’s numerous likes and interest in OppLoans via Linkedin.
14. EQD -(10.72) - Chairman Sam Zell, the founder and Chairman of Equity Group Investments; CEO and Director Bill Galvin, the former CEO of Anixter; and CFO Philip Tinkler, the CFO of Equity Group Investments. The company plans to target a business in North America in the industrial sector with an enterprise valuation between $1 billion to $1.5 billion
15. ROCC- (10.73) - Routh CH Acq - Roth Capital Partners, previous SPAC ROCH meerging with PureCycle (up 80%), savvy investor but not alot of $, must have something planned

quote:

schreef:

16. AVAN - (10.73) - European spac. Rumoured to be Klarna - fintech
17. GNRS - (10.75) - MJ play
18. CTAC -(10.78) - Cerberus Telecom Acq - bigtime telecom and industrial players, target is 5G, 260M? Mgmt believes the complexity of the ICT industry acts as a barrier to entry, requiring investors to have significant sector-specific knowledge, deterring competition from generalist firms. As of this offering, they believe few, if any, SPACs exist with a team able to focus on this industry. However, it is their first SPAC and no indication of search time
19. SFTW - (10.8) - targeting SAAS . This near-NAV, year-old SPAC has most likely acquired a target. It's being kept down because of the executive team's previous merger, but they have surrounded this team with niche experts in the field that they're targeting (SaaS)
20. APSG -(10.85) - 800m, prestigious group with Apollo that has good connections in private firms, and all headed by Sanjay Patel and Apollo mgmt who are very competent. Previous spac fare ok
21. HZON - (10.89) - HZON’s team is just absolutely stacked with talent. And not just talent of the variety that delivers results and plays along with game of numbers and paper and shareholders. Boehly, as well as Holland and Robins, are talented, specifically, in disrupting current trends and innovating within markets (both old and emerging).
22. BWAC- (10.93) - CEO is a board member of Heineken, control shareholder of NGEN with an ESG portfolio; Encycle, Enzymedica, Zevia, Revolution foods & Bright farms. CEO led the acquisition of Nabisco Foods, a $19 billion transaction, the initial public offering and spinout of Kraft Foods, raising $8.7 billion, and the $5.5 billion merger of Miller Brewing Company with South African Breweries.
23. PRPB - (10.95) - No clear target industry - but solid management. Chinh E. Chu did multiple SPACs with good outcome
24. CRHC -(10.97) - operational team, tiger global, goldman chair. chair joined ibm board
25. LFTR- (10.99 ) - Management with ties to Coinbase and Etrade

quote:

Heini72 schreef op 10 februari 2021 21:50:

is er bekend wanneer er in EUSG kan worden gehandeld?

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Geweren_Gerrit schreef op 10 februari 2021 22:04:

[...]

quote:

K_Spac schreef op 11 februari 2021 08:59:

Op dit moment bezit ik de volgende SPACs:

AJAX
APXT
AACQ
BFT
CRHC
CONX
DMYD
ETAC
FPAC
FMAC
FUSE
GSAH
QELL
SOAC
TWCT

Onderstaande heb ik eerder in bezit gehad, maar verkocht, of aangehouden na de merge:

APSG Verkocht na bekendmaking target
GHIV Verkocht toen bleek dat er weinig runup was naar de merge toe
TRNE Aangehouden na merge met Desktop Metal
VGAC Verkocht na bekendmaking target
WPF Verkocht na bekendmaking target

Dit is mijn watchlist
SEAH
GOAC
AVAN
STWO
BOAC
IMPX
XPOA
HEC
PACE
ZNTE

Mijn strategie: zo dicht mogelijk tegen de NAV kopen, maar niet hoger dan 12 - 12,50.
Voor de merge verkopen, tenzij het target bijzonder aantrekkelijk is.

quote:

K_Spac schreef op 11 februari 2021 08:59:

Mijn strategie: zo dicht mogelijk tegen de NAV kopen, maar niet hoger dan 12 - 12,50.
Voor de merge verkopen, tenzij het target bijzonder aantrekkelijk is.

quote:

Don Corleone schreef op 11 februari 2021 12:00:

Als jullie een paar SPAC's moeten noemen met de meeste potentie, welke zouden dit dan zijn?

Voor mij:
SOAC
QELL
DPCM
En misschien BOAC

quote:

The Duck Master schreef op 11 februari 2021 17:04:

Waarom doe je niet gewoon mee aan de IPO van dergelijke SPACs?
Morgen gaat ESG naar de beurs, gewoon hier op Euronext Amsterdam.
Dan betaal je gewoon 10,00 als je toewijzing krijgt.

[...]

quote:

K_Spac schreef op 11 februari 2021 19:22:

[...]Heb me daar eigenlijk nooit in verdiept. Kan ik gemakkelijk als particuliere belegger meedoen met IPO's op de NYSE en Nasdaq?

quote:

K_Spac schreef op 11 februari 2021 11:25:

Top, ben benieuwd naar je conclusie