SPAC Trader

1.1K posts

SPAC Trader

SPAC Trader

@Spac__Trader

Not a financial advisor. Do your own DD and trade at your own risk. My posts are never buy or sell recommendations. I primarily post about SPACs.

Katılım Şubat 2021
50 Takip Edilen2.6K Takipçiler
SPAC Trader
SPAC Trader@Spac__Trader·
$EGHA Hecate is an AI data center power play with 2026 $115M forecasted adjusted EBITDA and a $686M revenue backlog trading $0.11 below ~$10.41 NAV. Only 15M public shares compared to many SPACs having 25M+ shares. Hecate has one of the largest project pipelines totaling 48.8 GW.
SPAC Trader tweet mediaSPAC Trader tweet mediaSPAC Trader tweet mediaSPAC Trader tweet media
English
0
0
2
462
SPAC Trader
SPAC Trader@Spac__Trader·
$VACI with the space theme heating up and SpaceX IPO this summer, it seems like a great RR here (~$10.20 NAV). DA w/ @NorthStarEandS which is backed by the Canadian and European governments. One of two companies selected for the DARPA Space-WATCH program to detect active threats.
SPAC Trader tweet mediaSPAC Trader tweet mediaSPAC Trader tweet mediaSPAC Trader tweet media
English
1
0
12
960
SPAC Trader
SPAC Trader@Spac__Trader·
$CCII is my largest position atm, as it’s $0.05 below ~$10.30 NAV, which is basically the biggest NAV discount it's had after trading above NAV for months. Single-day highest volume last Tuesday since September and it’s been 10 months since IPO. $KYIV is still trading well also.
English
0
0
7
1.4K
SPAC Trader
SPAC Trader@Spac__Trader·
$PCSC is back within 2% of its ~$10.76 NAV. Lower float with only 8M shares and over $3 off the $14+ highs. It was $12.50s before the war began. $240M PIPE from blue-chip investors. This is currently my largest position given the lack of DAs and the current RR on it.
SPAC Trader tweet media
SP🅰️C-M🅰️N@SPACMAN17

$PCSC announced on 12/5 it would merge with @freenome, a blood-based multi-cancer early detection (“MCED”) play In this 🧵 I’ll provide an overview of @freenome, the MCED market and the monster TAM tied to it, and a high-level valuation framework Not investment advice. DYODD!

English
1
0
9
2.9K
SPAC Trader
SPAC Trader@Spac__Trader·
The overall market is up 2-3% today, and our biggest SPAC gainers with NAV floor still intact are $AEXA (+1.3%) and $CEPT (+1.1%). Hopefully we get a good DA mover to set things off again; otherwise it feels like we are slowly moving back to the 2022-2024 SPAC market.
GIF
English
1
1
10
2K
SPAC Trader
SPAC Trader@Spac__Trader·
$RTAC is now sitting below its ~$10.36 NAV. This month is the first time it’s ever traded below NAV. Hard to believe this once traded above $13 on no news.
English
3
0
11
3K
SPAC Trader
SPAC Trader@Spac__Trader·
3 popular mergers, which all have rights, have merger votes set for this month. All of them are below NAV. $BACQ 3/12/26 ~$10.55 NAV redemption floor drop 3/10/26 $PELI 3/17/26 ~$10.28 NAV redemption floor drop 3/13/26 $CHAC 3/19/26 ~$10.33 NAV redemption floor drop 3/17/26
English
3
4
23
4.4K
SPAC Trader
SPAC Trader@Spac__Trader·
$TVA Scott Glabe and Devin Nunes have both resigned. Their replacements are Alan Garten and Lawrence Glick, both of whom are EVPs at the Trump Organization. sec.gov/ix?doc=/Archiv…
SPAC Trader tweet media
English
4
2
10
1.9K
SPACuity
SPACuity@SPACuity·
@BPHhasbeentaken @Spac__Trader I blinked thinking "XBP has held up that well?". Those darn reverse splits. They do seem to get deals done. They aren't good ones, but they get them done. I guess that's a victory in SPACland?
English
1
0
1
161
SPAC Trader
SPAC Trader@Spac__Trader·
$CEPV is within a nickel of ~$10.11 NAV and the closest to NAV it’s been. $CEPF trades ~$0.24 above NAV, and this month’s IPO $CEPS trades ~$0.13 above NAV.
English
1
0
1
1.1K
SPAC Trader
SPAC Trader@Spac__Trader·
@LeverageBroX $10.00 NAV as of 9/26/25: add 4.5 months of interest with short-term treasury rates around 3.7%; NAV increases about $0.03 monthly.
English
1
0
1
91
LeverageBroX
LeverageBroX@LeverageBroX·
@Spac__Trader New to SPACs - How do you calculate NAV at 10.14. I got 10.05 after (Marketable securities held in Trust Account) / (Public Shares outstanding)
English
1
0
0
97
SPAC Trader
SPAC Trader@Spac__Trader·
$FCRS $FCRS.U is back to being my largest position again since it’s back below ~$10.14 NAV, down from $10.30s a couple weeks ago, and the units are about the cheapest they’ve ever been, down about $0.50 from the ATH and $0.30+ from two weeks ago.
SPAC Trader@Spac__Trader

$FCRS is now sitting at ~$10.10 NAV. While waiting for DA, trust earns short-term treasury rates with the upside of a Tom Lee-backed AI, crypto, or robotics deal. This has taken over as my largest position since it had some larger buys this week. futurecrest.com

English
2
0
11
2.6K
SPAC Trader
SPAC Trader@Spac__Trader·
$BEAG is now within a nickel of ~$10.48 NAV. Their next SPAC $IEAGU IPO’d last month. For those newer to SPACs, this is the same team that brought $DKNG public.
SPAC Trader@Spac__Trader

$BEAG IPO was over a year ago, so I’m expecting a DA soon, especially considering they already filed for another SPAC. It’s currently trading about 1% above ~$10.45 NAV. This is the closest to NAV it’s been since before the S-1 hit for their next SPAC in November.

English
0
0
9
3.1K
SPAC Trader
SPAC Trader@Spac__Trader·
@SPACspin Liquidation, termination, no DAs, and 10 IPOs this week.
GIF
English
1
0
9
462
SPAC Trader
SPAC Trader@Spac__Trader·
@richtrades100 Based on how others with rights have acted, that wouldn’t shock me. How CCCX does post-merger will probably decide if CHAC heads to NAV or back toward $11 in the short term.
English
0
0
1
224
SPAC Trader
SPAC Trader@Spac__Trader·
$CHAC is within 3% of ~$10.30 NAV, the closest it’s been to NAV since DA, after hitting highs of $13 on DA and trading above $11.25 just two weeks ago.
Odd Diligence@OddDiligence

$CHAC so here we have a PIPE w/ AMD & others... Theyve advanced w/ DARPA to Stage B, they have funding from US govt, funding from Canada govt.. But only 70 cents from nav still (10.95 vs 10.25 nav)... At todays prices, post combination would be lower valuation than ionq rgti infq qbts 🤷‍♂️

English
2
0
8
4.5K

Keşfet

@NorthStarEandS @dontstopbleivin @SPACuity @BPHhasbeentaken @LeverageBroX @SPACspin @elonmusk @BarackObama