News, analysis and commentary on the SPAC market

Chicago, IL
Joined May 2020
#Performance of #Venture backed #Unicorn #IPOs Brilliant analysis by #Crunchbase: Let’s say you bought a share of Unicorn startups that launched the largest IPOs in the past 10 years at the market peak in November 2021. Then here is how you would have do…lnkd.in/dbWqYXNT
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#SVB issues principally linked to HTM treasuries. Here is my understanding (I am no bank expert so please don’t rely on it): 1. SVB grew their #loan book massively driven by cheap deposits 2. They were forced to buy T-bills to maintain #capital ratios 3…lnkd.in/e5HieMMW
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Powell indicates potential for higher pace of rate hikes (not just higher rates). Reaction by S&P #futures. #powell #federalreserve #rates #equities #bonds lnkd.in/ejnfB6cS
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SPAC Research is pleased to launch our new home page with more functionality than ever before - look up the: 1. Latest #Deals announced and closed 2. Latest #IPOs filings and #pricings 3. #Calendar of upcoming events 4. Free #YTM calculator 5. SPAC #spons…lnkd.in/evx7PSUJ
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1-year T-bills trading higher than before the dot com collapse, before the LTCM/Currency crises, precursor to the GFC et al. Yield curve is heavily inverted while equity risk premium remains ostrich like unperturbed in the face of high interest rates an…lnkd.in/eV5jdT74
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SPAC Research is pleased to announce a major new product release. (1) Users can create personal #portfolios to track news and calendar events. If you are a #banker or #lawyer, you can track your clients programmatically instead of manually tracking the…lnkd.in/edK7uhXJ
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Alpha Healthcare Acquisition Corp. III Announces Merger with Carmell Therapeutics, a Phase 2 Stage Biotechnology Platform Company Developing Allogeneic Plasma-based Biomaterials for Bone and Soft Tissue Healing Indications Inves…lnkd.in/eT56UZch lnkd.in/eir-WaDB
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Liquidated SPACs - as good as #gold ? Unlike #vc / #privateequity / #hedgefunds that earned 1-2% annual management fees despite losing money (a cost borne by their investors), SPAC sponsors generated profits comparable to investing in gold despite failin…lnkd.in/eiJMeeN3
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SPAC Research Nov #SPAC #IPO Monitor Click here for free report covering: 1. Trends in SPAC IPO Activity 2. Trends in SPAC IPO terms 3. State of SPAC IPO pipeline 4. Market reception/pricing of new IPOs 5. Sector and geography focus on new IPOs 6. Leadi…lnkd.in/d4Fc3uMx
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Non-institutional & Retail #SPAC #shareholding below Q1 2020 levels Does this suggest that the #SEC's efforts have worked in reducing retail enthusiasm for SPACs? #enforcement SPAC Research SPAC Association #investing #investments #stocks lnkd.in/ewTw-s23
We compared the performance of #IPOs versus #SPACs in calendar year 2022 YTD and found that: * Total capital raised by new SPAC listings dropped from $128.7 billion to $12.7 billion – a drop of 90%. Whereas IPO proceeds dropped from $107.4 billion to $6.5…lnkd.in/etj3c7wS
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Another week of zero #SPAC IPOs 6 new S-1s filed though - 100% were first time teams with <24 months in tenor, high warrant coverage and either overfunded Trusts and/or Rights for yield investors. Since April, there has been only 1 SPAC S-1 filed involving a bulge bracket bank
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Podcast 🔊 | Ramey Layne recently joined @SPACalpha to discuss the recent #SEC #SPAC proposals. In this #podcast, you’ll hear an overview of what the proposals actually are and why they are happening with a timeline of possible events. Listen 🎧 here: ow.ly/QKrM50JiKPa
New Interview with Ramey Layne from Vinson & Elkins. We discuss the proposed SEC SPAC changes. Have a listen! youtu.be/Q4pYYUj9vP8 @hkuppy @SPACspin @SPACInformation @SpacWarrants #sec #proposals #spacs
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