SP🅰️C-M🅰️N
1.4K posts
SP🅰️C-M🅰️N
@SPACMAN17
Hedge Fund PM in a prior life. Ask me anything. Not investment advice, just opinions and thoughts. Please do your own due diligence.
Katılım Ocak 2021
53 Takip Edilen2.8K Takipçiler
@chamath Why does this work?
It lets there be realtime pricing of the IPO. No funny games with letting bankers price the IPO to let it pop and leave $ on table.
The SPAC will immediately trade based on what retail perceives is the right value.
This forces transparency.
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A merger between SpaceX and Tesla would instantly create the Berkshire Hathaway of the modern century.
The capital raising and operational efficiencies if both were together are obvious.
If this were to happen, it would also bring us one step closer to having one equity instrument for all things Elon which many would want to buy.
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$PCSC grinding. 7.4M shares have traded above the trust value ($10.54 last reported). There are a total of 8.63M public shares, leaving 1.2M in potential SPAC-arb hands. 🤞by end of Feb this really pops as supply is finally exhausted. @freenome
SP🅰️C-M🅰️N@SPACMAN17
Oops I meant $PCSC 😅
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SP🅰️C-M🅰️N retweetledi
This $PCSC investment into Freenome seems interesting to me, with multibagger potential and limited downside given the SPAC cash downside in the security ahead of the deal close. A number of top-tier biotech funds are investing along side the SPAC or were already investors in Freenome. Still doing the work but it smells like an interesting set-up that could work in Q1 of 2026
SPACuity@SPACuity
No position, but $PCSC shows you what a SPAC can be, at, if not its finest, close to that; a small trust size, thus a small promote, without warrants or rights -- and a PIPE from bluechip investors and partnerships with industry. Wish there were more that followed this playbook
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Oops I meant $PCSC 😅
SP🅰️C-M🅰️N@SPACMAN17
It’s clear to me the deSPAC market is coming back with the quality of deals we are seeing come to market. Over the coming weeks I’ll walk through a few that I see as high quality. Feel free to DM me ones you think are interesting, but I’ll start with @freenome and $PCPS
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23/ TLDR: Not a shtco SPAC deal
- MCED TAM $47B US alone, tackling unscreened killers
- Freenome's multiomics + Exact/Roche deals de-risk path
- Recent v2 data at ASCO GI '26 changes narrative
- Compelling if execution hits but still speculative if data fails
Plz do your own DD!
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22/ SOTP Valuation:
- US CRC $110-140M
- ex-US MCED $90-180M
- US MCED $1.58-2.1B
= $1.78-2.42B
PF $PCSC Shares ~112.6M = $15.81-21.50/sh
Assumes De-SPAC cash and milestone payments bridge ops and partnerships cut NT cash burn
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It’s clear to me the deSPAC market is coming back with the quality of deals we are seeing come to market. Over the coming weeks I’ll walk through a few that I see as high quality. Feel free to DM me ones you think are interesting, but I’ll start with @freenome and $PCPS
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