
#Vestibular disorder warrior mostly trading #SPACs . DON’T take investment advice from a #dizzy person! DO support https://xitter.cf/t.co/ZEeJnJXQFb @vestibularveda
Vertigo USA
Joined May 2009
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SPAC Spin retweeted
SPACs trade at an average -1.4% discount to NAV, the lowest valuation for the asset class since 2022.
SPAC Spin retweeted
One of the more striking trends in SPACs has been the poor trading performance of warrants and rights, particularly among announced deals.
Across 69 exchange-listed SPACs, the median warrant trades at just $0.23, while the median rights-implied share price is $1.11.
Despite these depressed valuations, I have yet to see a single insider purchase. Correct me if I'm wrong.
This is exactly what the market is desperately missing. If sponsors believe their deals are worth substantially more than the market suggests, it's time to put their money where their mouths are.
SPAC Spin retweeted
Unusual arrangement between $PMTR & $TVA disclosed in $TVA's recently filed S-4.
$PMTR had been negotiating a potential merger with PlusAI and already had a draft term sheet.
On May 21, 2026, $PMTR & $TVA agreed to partner on the proposed PlusAI transaction. $PMTR's existing draft term sheet with PlusAI was then delivered to $TVA, which became the merger vehicle.
A pre-merger SPAC helping another pre-merger SPAC secure a deal. Interesting.
sec.gov/Archives/edgar/data/…
SPAC Spin retweeted
Astro Digital / Proem Acquisition deal overview
Premier builder of satellites
$587 million enterprise value
$50 million PIPE
Closing Q1 2027
6.3x revenue (2028E)
PR: businesswire.com/news/home/2…
IR deck: proemacq.com/investor-presen…
Disclosure: Long $PAAC shares + warrants in $ARB.TO
SPAC Spin retweeted
For retail, make sure to understand what type of PIPE is attached to a SPAC deal. It can have a significant impact on outcome.
Convertible preferreds are linked below.
spacinsider.substack.com/p/c…
SPAC Spin retweeted
Cantor Equity Partners I $CEPO terminates its crypto treasury deal with BSTR.
CEPO gets a $15M termination fee, but they only have less than 5 months left on their clock to find a new target company. Deadline is currently early Jan 2027.
Plus, the Cantor Equity Partners team already has four other SPACs out searching with significantly more time left making those terms more attractive to potential targets compared to CEPO.
As a result, there's a possibility CEPO liquidates (like Churchill IX). Keep in mind that if CEPO eventually does liquidate, the sponsor already stated they would contribute $0.15 per share to redemption events on top of what is already held in trust. Part of that $15M termination fee would probably help pay for that.
SPAC Spin retweeted
PODCAST: Forge Nano’s Paul Lichty on Building Better Batteries and Chips at the Atomic Level $ATII
On this week’s podcast, we speak with Paul Lichty, Co-Founder and CEO of Forge Nano.
He explains how Forge Nano’s atomic layer deposition approach can build better batteries and semiconductors while maximizing the rarest materials these require. And, how its manufacturing plans and growing sales pipeline led the company into a $1.3 billion business combination with Archimedes Tech SPAC Partners II Co. (NASDAQ: $ATII).
Investment has poured into the companies making the chips and batteries needed for cutting age technology to work. Now, a company that has pioneered a new way of building those key components at the atomic level, is going public, via a SPAC.
Give it a listen.
spacinsider.com/news/intel/p…
The rebound in blank-check companies is helping AI data-center firms go public, said SPAC veteran Betsy Cohen bloomberg.com/news/articles/…
SPAC Spin retweeted
Agility Robotics, a startup that makes humanlike robots used in warehouses and plants, is set to go public in a deal valuing it at about $2.5 billion, its executives told The Wall Street Journal on.wsj.com/4uRVJ2W
SPAC Spin retweeted
PODCAST: Dr. Wasiq Bokhari, CEO of Quantum Computing Firm Pasqal $BBCQ
This week, we speak with Dr. Wasiq Bokhari, CEO of quantum computing firm Pasqal, to discuss its $1.98 billion combination with Bleichroeder Acquisition Corp. II $BBCQ .
Quantum computers are plugged in and doing real commercial work, but, how can you get them to collaborate with CPUs and GPUs on a single problem? @pasqal_quantum believes it may have the answer.
Wasiq explains how the company has worked to build a full-stack approach to commercializing quantum solutions and where it has already demonstrated quantum advantage.
He also gets into how it is developing software to make engaging with quantum computers easier, and how it can break down problems into the parts that quantum computers, CPUs and GPUs are each best poised to solve the fastest.
Give it a listen.
spacinsider.com/news/intel/p…
SPAC Spin retweeted
PODCAST: Inside IQM’s $1.7B Quantum Computing Deal with Real Asset Acquisition Corp. $RAAQ
We spoke with IQM CEO and Co-Founder Jan Goetz, and Peter Ort, CEO and Co-Chairman of Real Asset Acquisition Corp. $RAAQ about their $1.7 bn deal, announced in February.
As more quantum computing companies go public via SPACs, the industry is going global.
Jan explains why IQM has based its own business model on selling quantum computing hardware and why he believes this enhances the company’s pipeline over time.
Peter lays out the Real Asset’s team long engagement in the quantum computing space and why it chose IQM as the next big play in this emerging technology.
Give it a listen. #quantum
spacinsider.com/news/intel/p…
SPAC Spin retweeted
Countdown to SpaceX: Here are 7 things you need to know ahead of the historic IPO $SPCX $IPO #IPO zpr.io/Gayp7xaqVZAp
SPAC Spin retweeted
"Diminishing Returns: The Limits of Trust Overfunding in a Deal-Starved SPAC Market"
arc-group.com/trust-overfund…
SPAC Spin retweeted
"If risk appetite continues to broaden, SPACs could represent a coiled spring: compressed by years of disappointment, ignored by many investors, but positioned to snap back as the market once again embraces the promise of what could be."
The Coiled Spring accelerateshares.com/researc…
SPAC Spin retweeted
Mobilewalla / SPACSphere Acquisition deal overview
Provider of vertical agentic AI solutions
$250 million valuation
$13.9 million of ARR
Closing H2 2026
PR: sec.gov/Archives/edgar/data/…
IR deck: sec.gov/Archives/edgar/data/…
Disclosure: Long $SSAC shares + warrants + rights in $ARB.to
SPAC Spin retweeted
Plenty of SPAC trust capital remains in the market — and the maturity wall below shows it isn’t expiring anytime soon. 🧵
#SPAC #Market #Deadline #TrustCapital
SPAC Spin retweeted
Good read. "What Separates Successful SPAC Transactions from the Rest"
arc-group.com/successful-spa…
















