#SPAC Warrant coverage with no bias. Honest commentary. *NOT FIN ADVICE*, #DD always. Entrepreneur, Programmer, Economic Geo, Analyst. Opinions of Jeff Baker

United States
Joined October 2020
SPAC_Warrants retweeted
$CHAR 🤝✅ OFFICIAL DA: KQC Quantum, Inc. and Charlton Aria Acquisition Corporation Announce Definitive Business Combination Agreement to Take Korea’s Enterprise Quantum Computing and Quantum-Safe Security Company Public on Nasdaq businesswire.com/news/home/2…
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$CCXI 🤖 Agility Robotics CEO Peggy Johnson Selected to Join Project Meridian “Agility Robotics, a leading humanoid robotics and physical AI company, today announced that CEO Peggy Johnson will participate in Project Meridian, a Department of War (DoW)-commissioned initiative bringing together prominent industry executives and former government leaders to examine the future of warfare and inform long-term defense capability development and investment priorities” prnewswire.com/news-releases…
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ONE Nuclear Energy / Hennessy Capital Investment VII deal overview Nuclear small modular reactor (SMR) $1.1 billion enterprise value Closing H1 2026 Symbol $ONEN PR: sec.gov/Archives/edgar/data/… IR deck: sec.gov/Archives/edgar/data/… Disclosure: Long $HVII shares + rights in $ARB.to
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Evernorth / Armada Acquisition II deal overview XRP digital asset treasury company $1.4 billion pro forma equity value Symbol $XRPN Closing Q1 2026 PR: sec.gov/Archives/edgar/data/… IR deck: sec.gov/Archives/edgar/data/… Disclosure: Long $AACI shares + warrants in $ARB.to
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Private equity portcos and SPACs are a match made in heaven. Look for an avalanche of these transactions to be announced this cycle.
The IPO window appears to be open for companies beyond just AI and crypto. With McGraw Hill launching a $500 million IPO, now is the time for private equity to pursue exits for their portfolio companies into the public markets (either via IPO or SPAC merger).
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Beneficient / Avalon Acquisition $AVAC Liquidity provider for alternative assets $3.5 billion enterprise value Closing H1 2023 PR: sec.gov/Archives/edgar/data/… IR deck: sec.gov/Archives/edgar/data/…
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SPAC_Warrants retweeted
$GETY 📰⚠️💀 WARRANT REDEMPTION! Getty Images Announces Redemption of Outstanding Warrants (aka .. how to screw retail warrant holders since private holders already were allowed to cashless convert during the squeeze pre S1 effective). #deSPAC globenewswire.com/news-relea…
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SPAC_Warrants retweeted
$AMPS 📰⚠️ WARRANT REDEMPTION! Altus Power, Inc. Announces Redemption of Public and Private Placement Warrants ➡️ Deadline Oct 17th .. Last day trading Oct 14th ➡️ Cash = $11 or Cashless =.2763 shares businesswire.com/news/home/2…
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United Homes Group / DiamondHead Holdings $DHHC $572 million enterprise value $25 million redemption backstop $125 million minimum cash condition 4.8x EBITDA (2023E) Closing Q1 2023 Symbol $UHG PR: sec.gov/Archives/edgar/data/… IR deck: sec.gov/Archives/edgar/data/…
SPAC_Warrants retweeted
$FEXD 🤝✅ Official DA:
Deal Announcement #2 Fintech Ecosystem Development Corp. $FEXD to combine with 2 companies - Rana & Afinoz - at $78M and $120M enterprise value, respectively. The combined company will provide neobanking services in the U.S., Mexico, Brazil, and India. accesswire.com/714643/Fintec…
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**Sept 9 SPAC Update** $ASPA business combination with DLQ $EFHTU $100 million IPO $MTRY filed DEF14a to reduce extension payments from $1.2 million to $350k, vote Sept 29 $DWAC extended deadline to Dec 8 for $2.875 million into trust 1/
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SPAC_Warrants retweeted
$GBTG 📰⏳⚠️ WARRANT EXCHANGE OFFER! American Express Global Business Travel Announces Commencement of Exchange Offer and Consent Solicitation Relating to Warrants #deSPAC businesswire.com/news/home/2…
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**Sept 7 SPAC Update** $DWAC adjourned vote until Sept 8 $CLAQ shareholders approved Nauticus Robotics deal, 0.36 million shares (20.2%) redeemed $MACA Holisto terminated $30 million convertible note $CNTQ extended deadline to Oct 13 for $200k into trust 1/
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