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The latest latest-research coverage from the Boardroom Alpha desk. Back to all research.

latest-research

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SPACs · Apr 16, 2024

Daily SPAC Update – April 16, 2024

AEAE, GAQ, and TLGY Extension Votes. AQU, FNVT, VSAC Extension Votes Set. TRTL Delays a Day. DJT Drops (Again).

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Activism · Apr 15, 2024

Weekly Activism & Executive Moves Review (April 12)

Macy’s and Arkhouse / Brigade enter an agreement, but the fight isn’t over yet. Illumina gets a new CFO as shareholders wait for Icahn’s directors to change trajectory. ANGI gets…

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SPACs · Apr 15, 2024

Daily SPAC Update – April 15, 2024

HUDA Vote to Extend to Jan ’25. WAVS and SCRM Extend — SCRM Loses $621M in Redemptions. MCAC Extension Vote Set. DSAQ to Delist/Relist.

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SPACs · Apr 12, 2024

Daily SPAC Update – April 12, 2024

XCELFIN (XFIN) Adjourns to April 23. MCAC and EVGR Set Extension Votes. DYCQ Separates.

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SPACs · Apr 11, 2024

Daily SPAC Update – April 11, 2024

ACAC Extension Approved. KYCH / ZOOZ Redemption Update. USCT Adjourned to April 17. DYCQU Separates on April 12.

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SPACs · Apr 10, 2024

Daily SPAC Update – April 10, 2024

BCSA + Linqto $700M SPAC Deal. WAVS Extension Vote. BITE, PHYT Set Deal and Extension Votes. TGVC Delisting. MAQC Investor Deck.

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Activism · Apr 9, 2024

Vanguard & Blackrock Should Vote “AGAINST” Directors at These April Shareholder Meetings

Vanguard and Blackrock should protect the owners of their funds and vote “AGAINST” to these directors in April.

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SPACs · Apr 9, 2024

Daily SPAC Update – April 9, 2024

RMGC and RCAC Liqudations. ACAC and SCRM Extension Votes. CITE and ACBA Extend. NVAC Investor Deck. JVSA + Hotel101 Merger Agreement.

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SPACs · Apr 8, 2024

Daily SPAC Update – April 8, 2024

JVSA $2.3B Deal With Hotel101 Announced. RWOD + ANEW Medical Deal Vote.

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Activism · Apr 5, 2024

Weekly Activism & Executive Moves Review (April 5)

Disney and Iger win against Trian, Peltz, and Blackwell’s. ELAN / Ancora, MRC / Engine Capital, TWLO / Sachem Cooperation Agreements. 4 Co-CEOs Leave.

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SPACs · Apr 5, 2024

Daily SPAC Update – April 5, 2024

KYCH DeSPACs to ZOOZ. PLTN Deal Vote Set. HUDA Ext Vote Set. TLGY Delays to April 16. NSTD / NSTC Distributions Announced. IXAQ Deal Deck.

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SPACs · Apr 4, 2024

Daily SPAC Update – April 4, 2024

ASCA DeSPACs to NIVF. RMGC / H2B2 Deal Termination. PEGR Deal Approved. ACAB Investor Deck. WAVS Extends. GODN, MACA Merger Amendments

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Activism · Apr 3, 2024

AGM Update April 3, 2024: Disney (DIS) Proxy Contest, Plus Carnival Corp (CCL), FuelCell Energy (FCEL)

The Disney (DIS) proxy contest finally comes to conclusion today plus we see little to suggest shareholders should support the Carnival Corp (CCL) board at Friday’s shareholder…

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SPACs · Apr 3, 2024

Daily SPAC Update – April 3, 2024

CITE Extension Vote. GMFI Extends. GODN Reduces Extension Fees. LGVC Deal Approved. ACAB & SEDA Deal Decks. CCTS + Tembo E-LV Deal Agreement.

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SPACs · Apr 2, 2024

Daily SPAC Update – April 2, 2024

MBTC / Cognos Deal Terminates. ACBA Extension Vote. ARRW Deal Approved. VHAQ, DSAQ Extensions Approved. SEDA Investor Deck. CITE Redemption Update.

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SPACs · Apr 1, 2024

Daily SPAC Update – April 1, 2024

WNNR DeSPACs to ZPTA. ARRW, RWOD, LGVC Merger Votes. IXAQ + Aerkomm Deal Announced. GODN Vote. NSTC, NSTD Conversions Approved. BWAQ Extends. PGSS, BWAQ, TRTL, AIMAU, MBTC Votes…

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Activism · Mar 29, 2024

Weekly Activism & Executive Moves Review (Mar 29)

Boeing CEO Dave Calhoun is stepping down, but not until the end of the year. We think the whole board should be up for replacement. Plus PW Partners is in at BJs Restaraunts and…

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SPACs · Mar 28, 2024

Daily SPAC Update – March 28, 2024

TWOA deSPACs to LPA. PEGR + Heramba Deal Vote. DSAQ, GMFI, TMTC Extension Votes. AEAE, FEXD Votes Set. TWOA Updates Redemptions.

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Activism · Mar 27, 2024

Shareholders Vote Their Director Discontent – Voting Through March So Far

Shareholders are sending these companies and directors a message in 2024. See the list of companies and directors where directors lack support.

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SPACs · Mar 27, 2024

Daily SPAC Update – March 27, 2024

KYCH + ZOOZ Power Ltd Deal Vote. DSAQ, VHAQ Extension Votes. CNDB deSPACs to GCTS. APZI + Omnigenics AI Announced. LGVC Delays to April 1. FEXD Vote Set. NVAC Extends.

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SPACs · Mar 26, 2024

Daily SPAC Update – March 26, 2024

Trump’s DWAC Trades as DJT Today. IBAC $100M SPAC IPO. APXI + OmnigenicsAI Announced. TWOA + LatAm Logistics Properties Deal Approved. DISA Liquidation.

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SPACs · Mar 25, 2024

Daily SPAC Update – March 25, 2024

Trump’s DWAC + TMTG Deal Approved. TWOA + LatAm Logistics Properties Deal Vote. RWOD, DSAQ Adjourned Votes. ARRW Delayed.

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Activism · Mar 23, 2024

Weekly Activism & Executive Moves Review (Mar 22)

Shake Shack (SHAK) steals Papa John’s (PZZA) CEO Robert Lynch. Peliminary contested proxies filed for Blackwell’s vs Braemar Hotels & Resorts (BHR), Engine Capital vs MRC Global,…

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SPACs · Mar 22, 2024

Daily SPAC Update – March 22, 2024

DWAC + Trump Media & Technology Group Deal Vote (TMTG). RWOD + ANEW Medical Deal Vote. HSPO, TMTC Extension Votes.

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