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SPACs

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

SPACs

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SPACs · Mar 23, 2022

French Couture House Lanvin Goes the SPAC Route in a $1.5B deal

Three DAs for SPACs including PCAC, AHPA and RNER, are we seeing a return to an active SPAC M&A market? Plus the rest of the day’s news.

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Featured · Mar 23, 2022

Forge Global (FRGE) DeSPACs. Is it a Buy?

As Pre-IPO marketplace Forge Global (FRGE) deSPACs we look at the deal and whether it is a buy. Is this yet another win for Peter Thiel?

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SPACs · Mar 22, 2022

FRGE debuts with a squeeze; a Deal Announcement for THCP

Short squeeze action makes for an impressive debut at FRGE. Signs of life…a DA for THCP. And all the day’s news in SPACs.

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SPACs · Mar 21, 2022

Encouraging earnings results from 2 SPACs on tap: Voltus, Swvl

Encouraging earnings reports from Voltus and Swvl, 2 SPACs on tap. And all the day’s news in SPACs.

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SPACs · Mar 18, 2022

SPAClife Gets Better with Two DAs

SPAClife gets better with two deal announcements…in biotech. More fun with short squeezes at SKYH. And all the day’s news in SPACs.

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SPACs · Mar 17, 2022

Vickers Seals the Deal with Scilex, More Mining This Week with MTAL

More mining action as MTAL acquires CSA Copper Mine. Moelis nixes IPO plans and of course more deal cancellations. And all the day’s news in SPACs.

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SPACs · Mar 17, 2022

Ciao! Pan Euro EV Charging Network Allego Debuts

Glorified extension cords or SaaS story? With EV charging margins ~20%, the software/cloud angle looks like a stretch without better visibility into long-term profitability and…

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SPACs · Mar 16, 2022

SPACs still raising capital, Neuberger has more in the works

Neuberger Berman announces $1.9 billion in committed capital. CFVI’s Rumble seems to pivot by adding “non-political” content. And all the day’s news in SPACs.

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SPACs · Mar 15, 2022

Amidst SPAC Carnage, Michael Dell’s MSDA Makes High Profile Add

MSDA makes a high-profile Board addition. CCIF and Denham pull their IPOs. And all the day’s news in SPACs.

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SPACs · Mar 14, 2022

DWAC nosedives amidst scant details and app hiccups

DWAC nosedives, VPCB cancels Kredivo deal and the rest of the day’s news in SPACs.

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Featured · Mar 14, 2022

SPAC financing gets more creative amidst clogged PIPE market

SPAC financing has gotten increasingly more creative as the once hot PIPE market is very cold.

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SPACs · Mar 11, 2022

Without Committed Financing, SPAC Deals Done at Peak Valuations at Risk

Expect more SPAC deal cancellations as last year’s bubble valuations make them tougher to execute while committed financing dries up.

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SPACs · Mar 10, 2022

SPAC Carnage Continues, MTAC and Memic Call off Deal

MTAC and Memic Innovative cancelled their SPAC deal in the 11th of 2022. We recap the rest of the day in SPACs.

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Earnings · Mar 10, 2022

In the Earnings Spotlight: Cepton (CPTN)

DeSPAC CPTN reports Q4 earnings today aftermarket. We continue to see LiDAR as a 2023 story.

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SPACs · Mar 9, 2022

Tims China gets a haircut in SLCR SPAC Deal

Amidst SPAC meltdown, LBBB prices $60M IPO. SLCR cuts valuation on Tims China, GLAQ extends. And all the day’s news in SPACs.

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General · Mar 7, 2022

DWAC: Where Big Tech and Free Speech Collide

Digital World Acquisition Corp (DWAC) in merging with Trump’s Truth Social is targeting the disruption of traditional and social media.

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Featured · Mar 2, 2022

SPAC Market Review – February 2022

The SPAC market is a wreck, but if February taught investors anything, it’s that good fundamental stories can still prevail.

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Podcast · Mar 1, 2022

Satellogic CEO Emiliano Kargieman on SATL’s Progress Since deSPAC

Satellogic CEO Emiliano Kargieman discusses company’s plans for orbit and how they stand out in a newly competitive market.

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Earnings · Mar 1, 2022

Earnings Spotlight: Sofi Technologies (SOFI)

Nope, SOFI won’t print a perfect quarter. But expect stronger hands to prevail, thanks to a still high short interest and Goldman Sachs for the pre-quarter downgrade.

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Earnings · Feb 28, 2022

Earnings Spotlight: EV maker Lucid Group (LCID)

LCID stock is running hot into its Q4 earnings report, today aftermarket. The big question is what investors are willing to pay for growth.

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Podcast · Feb 24, 2022

MoneyLion CEO Dee Choubey on its deSPAC and the Road Ahead

ML stock got crushed following its deSPAC. But, with exciting new services and a clearer path to profitability, MoneyLion looks ready to roar.

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SPACs · Feb 23, 2022

SPACs for Yield with Crossing Bridge Advisors Founder David Sherman

Crossing Bridge Advisors founder David Sherman argues that even with the bloom off the rose for deSPACs, there is money to be made.

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Featured · Feb 22, 2022

Exclusive: Polestar CEO Thomas Ingenlath Joins the Podcast

Polestar CEO Thomas Ingenlath isn’t here for a ‘short, quick win.’ He’s building a premium electric brand that’s nothing like its competitors. Or its parent, Volvo.

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Podcast · Feb 16, 2022

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

With its deSPAC behind it, the industry’s largest ADAS production win, and ties to auto giants Ford and GM, CPTN is off to a good start.

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