Starry falls in trading debut

by | Mar 29, 2022

STRY deSPACs, Only Fans gets even more eyeballs as it reportedly looks for a deal. And the day’s news in SPACs.

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Starry (STRY) falls in trading debut

Starry debuted today as STRY. Remember this one had a number of tweaks to close the deal, including a downsized PIPE and waiver of the $300M minimum cash condition was also waived. Redemptions were ~91%. Starry provides wireless internet to consumers at gigabit speeds using narrow-wave technology. Unlike some of the recent deSPAC short squeezes we’ve seen in recent weeks (e.g. ALLG, FRGE), there was much less volatility here. Just over 400,00 shares changed hands, and STRY shares closed down at $9.10.

Only Fans gets even more eyeballs as it considers the SPAC Route

“Social media” platform OnlyFans reportedly held failed merger talks with SPAC Forrest Road Acquisition Corp. II (FRXB). FRXB is co-led by previous Walt Disney executives Tom Staggs and Kevin Mayer. According to various reports, because the platform consists of mostly mature content, many of the SPAC’s advisors, including Shaquille O’Neal, ended up putting an end to the discussions. Lots of due diligence on this one today.

The company has been making efforts to show more professional content such as celebrities, comedy, and cooking, to help avoid issues with payment processors. It’s been suggested the company generated $1.2 billion in revenue last year and is projecting $2.5 billion in 2022, but these figures have not been confirmed.

Spring Valley Acquisition Corp. (SV) / NuScale Announce Increased PIPE

Spring Valley Acquisition Corp. (SV) announced it has increased its PIPE by $10M to $221M; Slightly discounted at $9.90.The SPAC is to merge with NuScale Power LLC, a provider of advanced nuclear small modular reactor (SMR) technology.

Elsewhere in SPACs

  • Swvl / Queen’s Gambit (GMBT) has more news ahead of tomorrow’s merger vote. Mobility service provider Swvl announces an important new hire, the latest in a blitz of press activity for the company. GMBT votes tomorrow on the merger. Approximately 29M redemptions as of now and the SPAC will potentially waive minimum cash position.
  • More IPO withdrawals. Aeon Acquisition (AACPU) declared abandoned after 9 months. HEPCO and JANA backed SPAC Osprey Technology Acquisition 2 also pulls IPO. For those looking at track records, Osprey Technology Acquisition 1 merged with geospace intelligence company BlackSky Technology (BKSY) in September 2021. BSKY currently trades at $1.11.

SPAC Calendar

SPAC Deal Votes

  • Mar 30 | GMBT –> Swvl
  • Mar 31 | HLXA –> MoonLake Immunotherapeutics AG
  • Mar 31 | PPGH –> Gogoro

SPAC Extension Votes

  • Mar 29 | THCA

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