We take a look at the day’s news, ESG trends and special situations. Mastercard (MA) ties executive bonuses to ESG goals. Ingevity (NGVT) is a discounted specialty chemicals story with an ESG twist.
Research & Analysis
Driven by the Boardroom Alpha Platform
Activism, Governance, & Executive Moves
Origin Materials on Paving the Way Toward a Carbon Negative Future
John Bissell and Rich Riley, Co-CEOs of Origin Materials (ORGN) tell us how bioplastics are ready and able to reduce our reliance on fossil fuels.
Boardroom Alpha Daily Read
We take a look at the day’s news, ESG trends and special situations. WindAcre increases its stake and opposes NSLN takeover bid. Activist Jana Partners brings lessons learned at ConAgra (CAG) to Treehouse Foods (THS). And other notable special situations.
Activist Alert: Treehouse Foods
Jana Partners is closing in (again) at Treehouse Foods (THS). Lessons learned from ConAgra give the activist an edge toward incremental improvements which should unlock value for the stock.
Boardroom Alpha Daily Read
We take a look at the day’s news, ESG trends and special situations. Management shakeup at Faraday Future (FIFE) is an all-too familiar story in the world of EV SPACs. Blackrock to be 75% net-zero aligned by 2030, and Jana closing in (again) at Treehouse Foods (THS).
Weekly Executive & Director Moves (Apr 15)
All the week’s director, CEO, CFO moves including Jorge Gomez joining as Chief Financial Officer of Moderna.
SPAC Analysis
Daily SPAC Update – October 3, 2024
HCVI and SKGR Shareholders Approve Extensions. TMTC Deal Vote Set. IROH / Rosey Sea Deal Announced. LCW DeSPACs to INV. HAIA Investor Deck.
Daily SPAC Update – October 2, 2024
IROH Deal Announced. XFIN DeSPACs to BDMD. OAKU, TBMC, TMTC Extensions Approved. TMTC Acquisition Sets Deal Vote. MSSA LOI Announced.
Daily SPAC Update – October 1, 2024
Trailblazer (TBMC) and Learn CW (LCW) Shareholders Approve Extension and Deal. NPAB and LATG Set Extension Votes. BCSA Deal Termination. DSAQ and SLAMF Amend Mergers.
Daily SPAC Update – September 30, 2024
LCW + INNEVENTURE Deal Vote. Hennessy Capital VI Extension Vote. LATG Extension Vote Set. AULT Disruptive (ADRT) Liquidation. Everest Consolidator (MNTN) Deal Termination Dispute.
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