SPAC

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worldCitizen
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SPAC

Post by worldCitizen »

для тех кому интересно.

...............
At merger time, SPAC shares maintain their $10 nominal value. But their real value soon drops due to dilution when the merger occurs. For all shareholders, dilution arises from paying the sponsor’s fee in shares (called the “promote,” often about 20% of the equity). For those not owning warrants — all who buy shares in the secondary market — dilution arises from their exercise.

Do SPAC IPOs, attract QSs (Quality Shareholders)? These are shareholders with a track record of long holding periods and high portfolio concentration. In contrast to other shareholder types, such as indexers or transient traders, these investors are savvy stock pickers who offer investees advantages that managers welcome, such as a long runway and an understanding of the business.

In response to those asking me this question, I polled about 100 QSs with a simple question: the likelihood they would invest in a SPAC IPO. While a few indicated being open-minded, the overwhelming majority put the likelihood at zero to very low. This is unsurprising when you compare what QSs are with how SPACs work.

https://www.marketwatch.com/story/why-t ... latestnews
Коб
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Re: SPAC

Post by Коб »

А как это работает?
Скажем, купил 23andMe завтра по $10, через месяц они стали по $20
Их нельзя будет продать по $20, что ли?
в чем будут проявляться упомянутые в статье "real value soon drops due to dilution" и "sponsor’s fee"
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Lavash
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Re: SPAC

Post by Lavash »

Merger CCIV c Lucid Motors скорее всего будет во вторник. Интересно SP насколько подскочит?
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Vоvan
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Re: SPAC

Post by Vоvan »

Can someone explain me WHY CCIV dropped?

p.s.
No, did not have any positions in it.
3DD
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Re: SPAC

Post by 3DD »

Vоvan wrote: 23 Feb 2021 19:35 Can someone explain me WHY CCIV dropped?

p.s.
No, did not have any positions in it.
https://markets.businessinsider.com/new ... 1030111769
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Vоvan
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Re: SPAC

Post by Vоvan »

Yes, read all those.

So it was over-hyped before the deal? Why deal is bad? Overpriced?

--
V.
-helloworld-
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Re: SPAC

Post by -helloworld- »

Чутка перенадули. Те кто зашел пораньше (до февраля) в плюсе.
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Vоvan
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Re: SPAC

Post by Vоvan »

haha, and this is why I don't trade :)

I would never guessed EV is a bad deal with Biden coming to power.

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worldCitizen
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Re: SPAC

Post by worldCitizen »

Vоvan wrote: 23 Feb 2021 20:41 haha, and this is why I don't trade :)

I would never guessed EV is a bad deal with Biden coming to power.

V.
Not to trade is not a solution. Stock showed bearish mood right before the decision. If you shorted it, you could pocket a lot of bucks.
3DD
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Re: SPAC

Post by 3DD »

Vоvan wrote: 23 Feb 2021 20:21 Yes, read all those.

So it was over-hyped before the deal? Why deal is bad? Overpriced?

--
V.


в двух словах: не доверяй никому инвестировать свое бабло. Do your due diligence и инвестируй сам.
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Lavash
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Re: SPAC

Post by Lavash »

$60 явно спекулятивная цена. Кто купил, когда пошел слух, те не в проигрыше. Это очень спекулятивний сток, поэтому и высоко волатильный. Наблюдала за манипуляциями с января.

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