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The latest activist coverage from the Boardroom Alpha desk. Back to all research.
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Page 26Daily SPAC Update – June 11, 2024
FLFV + Thunder Power Delays Deal Vote to June 17. $250M SPAC IPO for ALFUU. GLST Extension Vote. TWLV Liquidation. GLLI $40M PIPE.
Daily SPAC Update – June 10, 2024
Bayview Acquisition Corp + Oabay Inc. SPAC deal announced. EVE extension vote today. BUJA sets extension vote. PWUP amends merger agreement. COOL postpones to June 26.
Activism Update – June 7
Wisdom Tree (WT) gets Glass Lewis, ISS, and Egon-Jones support. Medallion (MFIN) calls ZimCal self-serving. F9 Investments continues to hammer LL Flooring (LL).
Daily SPAC Update – June 7, 2024
CHEB/U $75M IPO. PLTN / DSY Big Tree Cloud DeSPAC. TENK Fixes Incorrect Redemption Payments. DHAC + VSee Health Deal Vote. TETE Extension Vote. INQA, VMCA Extend.
Daily SPAC Update – June 6, 2024
GDST Goldenstone Extension Vote Set. TWLV Extends to Dec 2 (557k redemptions). OTEC Deal Terminated/Liquidation. IVCP, WEL Merger Agreements.
Daily SPAC Update – June 5, 2024
Swiftmerge IVCP + AleAnna Energy Deal. INAQ, NFYS Extension Votes. OTEC / Regentis Biomaterials Deal Terminated; OTEC Liquidates. TWLV, WINV, CNDA Extend. PLMI Deal Approved.
Daily SPAC Update – June 4, 2024
IGTA Extension Vote. CNDA Extends (12M redeemed). BFAC Extends (1.5M redeemed). VMCA Non-Redemption Agreement.
Daily SPAC Update – June 3, 2024
VMCA and WINV Extension Votes. BOCN Extends with 4.3M Redemptions. WEL + Btab Ecommerce Deal Announced.
Activism Update – May 31
Anika Therapeutics (ANIK) enters cooperation agreement with Caligan Partners. Arex comes out swinging against Enhabit (EHAB). MFIN cites ISS support while ZimCal tears into MFIN.…
Daily SPAC Update – May 31, 2024
WEL + Btab Ecommerce $250M Deal Announced., GODN + Gamehaus Deal Vote Cancelled. CNDA Extension Vote. COOL Deal Vote Set. WINV Vote Delayed to June 3 (726k Redemptions).
Daily SPAC Update – May 30, 2024
GODN + Gamehaus Deal Vote. BFAC, VMCA, WINV Extension Votes. COOL Deal Vote Set. TETE, WTMA Extension Votes Set.
Daily SPAC Update – May 29, 2024
BOCN Extension Vote – 4.4M Redemptions Pre-Announced. BWAQ + TOYO Solar Deal Approved. TETE Extension Vote Set. KRNL Deal Investor Deck.
Daily SPAC Update – May 28, 2024
BWAQ + Sunergy Cell Company Deal Vote. SWSS & TWLV Extension Votes. ACBA / LE Worldwide Terminated. BFAC & CNDA Votes Moved. BOCN Updates Redemptions.
Weekly Activism & Executive Moves Review (May 24)
Xperi Inc (XPER), Genco Shipping & Trading (GNK), and Crown Castle (CCI) all win at the ballot box. Blackwells calls out BHR on Instagram followers.
Daily SPAC Update – May 24, 2024
QRDO To Liquidate at $10.96. ShoulderUp Extends with 1.1M Redemptions. BFAC Extension Vote. Churchill Investor Deck. DIST Merger Agreement.
Bad Director Votes Should Send a Message (2024 Proxy Voting Update)
Low shareholder support for directors should send the board a signal that things need to change. Will they get the message in 2024?
Daily SPAC Update – May 23, 2024
MAQC + Immersed Inc. Deal Terminated. GPAC Deal Vote Set. IVCB Extends w/ 2.1M Redemptions. CVII Investor Deck. PWUP Redemption Agreement.
Big Companies with Big Say-On-Pay Issues (2024 Shareholder Say-On-Pay Update)
Big CEO pay (see Broadcom) and poor performance (see Boeing) create big say-on-pay issues for these large cap companies in 2024.
Daily SPAC Update – May 22, 2024
PWUP Extension Vote. CHAA Extends to Aug 2024. TRTL + One Power Investor Deck. BFAC Adjourns to May 24.
Daily SPAC Update – May 21, 2024
GGAAF + MindMaze Deal Vote. DIST + Youlife Deal Announced. BFAC, IVCB Extension Votes. GODN Sets Deal Vote. INAQ, GLST, PLMI Set Extension Votes.
Daily SPAC Update – May 20, 2024
BFAC Redemption Agreement and Adjourns to May 21. GPAC + Stardust Power Investor Deck. FLFV, SWSS, VMCA Extension Votes Set.
Weekly Activism & Executive Moves Review (May 17)
Ashford Hospitality (AHT) wins its fight with Blackwells and tells shareholders is doesn’t care what they think. Erez fails at Whitestone (WSR). ISS and Glass Lewis disagree on…
Daily SPAC Update – May 17, 2024
RFAIU $100 million SPAC IPO. BFAC & SUAC Extension Votes. PWUP Vote Delayed. FLFV Deal Vote Set. SWSS, EVE, NFYS, PLAO, BREZ Set Extension Votes.
Daily SPAC Update – May 16, 2024
PLMI SPAC Deal Vote Set. CNDA Extension Vote Set. BFAC & GTAC Merger Agreements. ICVB Merger Agreement Amendment. BCSA, NPAB, EVGR Extensions Approved.