GGPI shares are up 6% on an announced Polestar partnership with HTZ that includes purchasing up to 65,000 EVs over five years. We continue to view the shares as undervalued heading into the merger.
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Activism, Governance, & Executive Moves
Weekly Executive & Director Moves (Apr 1)
Fred Smith is retiring from FDX, Volta’s founders depart, Claure replaced at WE, and the rest of the week’s executive moves.
SPAC Market Review – March 2022
Despite increased scrutiny and apparent investor fatigue, deals are getting done and SPACs remain an attractive path to the public markets.
Activist Alert: Kroger is next in Icahn’s Animal Welfare Campaign
Kroger Co (KR) is the latest in Carl Icahn’s animal welfare push, as activist pushes for changes among its pork suppliers and to address a widening gap between worker and executive pay.
Activist Engaged Capital Looks to Follow Rent-A-Center Playbook at Quotient Technology
Chipping away at an entrenched board, Engaged Capital looks to be following a similar playbook that culminated in a successful buyout of Rent-A-Center in 2018.
Weekly Executive & Director Moves (Mar 25)
Janus Henderson (JHG) gets new CEO in Ali Dibadj while Cohen wins 3 board seats at Bed Bath and Beyond (BBBY).
SPAC Analysis
Daily SPAC Update – September 20, 2024
Cayson Acquisition (CAPN) $60M SPAC IPO. CLOE + Global Hydrogen Energy Deal Vote. MITA Extension Vote. TBMC + ANSC Investor Decks. AFAR Delists.
Daily SPAC Update – September 19, 2024
ACAB and NVAC Extension Votes Today. INAQ Deal Vote Set. BAYA Extension Approved w/ 2.3M Redemptions.
Daily SPAC Update – September 18, 2024
Yhn Acquisition $60M IPO. PTWO + SBC Medical Group Deal Closes as SBC. OAKU Extension Vote Set.
Daily SPAC Update – September 17, 2024
PLMI DeSPACs to VEEA. CHEB and SHPO SPAC Deals Announced. OAKU Sets Extension Vote. Prospect Energy Holdings Pulls SPAC IPO. AOGO Delists. Zalatoris II Redemption Update. NBST Trust Update.
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