Cepton CEO Dr. Jun Pei Is Feeling Confident That the Company Has What It Takes to Lead in LiDAR

by BA Research | Feb 16, 2022 | Podcast, SPACs

Cepton (CPTN) CEO Dr. Jun Pei joins the Know Who Drives Return podcast With a recent public listing under its belt, the industry’s largest ADAS production win, and ties to auto giant Ford, CPTN is off to a good start in a volatile market for LiDAR stocks  We...

Activists Knocking at Blucora (again)

by BA Research | Feb 15, 2022 | Activism

Blucora (NASDAQ:BCOR) is back in play as Engine Capital pushes for board change. In a letter to BCOR, activist investor Engine Capital (not to be confused with activist Engine 1 of ExxonMobil fame), announced it will seek election of three members to the company’s...

Two Warburg SPACs and JAWS Try for a 3-way Merger Deal

by BA Research | Feb 14, 2022 | SPACs

Scaling up for a potential $20 billion deal. In a rare, 3-way SPAC deal, two SPACs backed by buyout firm Warburg, Pincus (Warburg Pincus Capital Corp I-A, Warburg Pincus Capital Corp I-B –WCPA, WPCB) and Barry Sternlicht’s SPAC Jaws Estates Capital (JAWS)...

Valentine’s breakup for ASAX’s SPAC Deal with HotelPlanner and Reservations.com

by BA Research | Feb 14, 2022 | SPACs

ASAX proves breaking up doesn’t have to be hard to do. Valentine’s day proves to be a day of unrequited love for Astrea Acquisition Corp. (ASAX), which terminated its merger with HotelPlanner and Reservations.com. SPAC shareholders were scheduled to vote on the...

Zendesk Appears Determined to Avoid Takeover, Plowing ahead with MNTV Merger. Jana says ‘Not So Fast.’

by BA Research | Feb 11, 2022 | Activism

ZEN determined to avoid takeover, shares moving higher…In a resurgence of big leveraged buyouts, cloud software maker Zendesk (ZEN) announced it rejected a $127-$132 per share takeover proposal from a consortium of private equity suitors, including (possibly)...