Celerity (@celerity_spacs) profile picture

Celerity

@celerity_spacs

Sharing opinions only. Please do your own diligence and tell me when I'm wrong. This is not investment advice.

Joined July 2016
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Photo by Celerity (@celerity_spacs)Photo by Celerity (@celerity_spacs)Photo by Celerity (@celerity_spacs)Photo by Celerity (@celerity_spacs)Photo by Celerity (@celerity_spacs)Photo by Celerity (@celerity_spacs)
dollar move VERY interesting this week, esp with BOE/ECB doing 50 vs Fed's 25. Bounces back after JP and today's candle eclipses entire month-long range. $DXY will be tell if soft landing turns into inflation reigniting πŸ‘οΈ
Image from Oliver Renick (@OJRenick)
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Lots of important companies were started during down cycles. Your conviction will be tested. Those that survive will be stronger
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What happens to longer dated option positions if a spac liquidates beforehand? An example is THCA August 10 calls going for $.85 or so today. Just trying to understand what the people trading those is thinking. @DJohnson_CPA @SpacGuru @spac_insider
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THCA is trying to extend to end of June based on yesterdays SEC filing. If they end up liquidating before June are those 10C options simply valued at the NAV value over $10?
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All in podcast is one of the most enlightening parts of my week on a regular basis please keep the discussions going uncomfortable perspectives are important @chamath @DavidSacks @friedberg @Jason #allinpod
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This is truly incredible to me. I know they do really well with these when they complete a transaction but you'd think some sponsors would begin to worry about finding a target.
Julian Klymochko (@JulianKlymochko) profile pictureJulian Klymochko
@JulianKlymochko11 Jan 2022
It has been 19 days since we've seen a SPAC announce a business combination During that time period, there have been 8 SPAC IPOs Sponsors - how about we see more DAs and less issuance?
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Replying to @spac_insider
11 DAs in October, 11 IPOs in one day
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This guy trades
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Also 10k of MAR 15C. Tons of JAN and MAR 12.5C being bought in smaller lots, too. Must be people betting on BTC.
Craig B (@getyamindright7) profile pictureCraig B@getyamindright729 Oct 2021
someone purchased 20k contracts on $FPAC 18 Mar 22 $20 call
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5 SPAC IPOs per day is the new meta In October, there were 57 SPAC IPOs but only 11 business combinations announced More singles getting up to dance but the supply of dance partners is rapidly dwindling, plus competition is reaching a fevered pitch Could be some broken hearts
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Joining this group.
Options Selling with R (@options_selling) profile pictureOptions Selling with R
@options_selling24 Oct 2021
βœ…π•Žπ•šπ•π• π•£π•¦π•Ÿ 𝕒 ℙ𝕀𝕃𝕆𝕋 π••π•šπ•€π•”π• π•£π•• π•˜π•£π• π•¦π•‘ 𝕗𝕠𝕣 𝕒 π•žπ• π•Ÿπ•₯𝕙 π•’π•Ÿπ•• 𝕀 π•¨π•šπ•π• 𝕀𝕙𝕒𝕣𝕖 π•žπ•ͺ π•₯𝕣𝕒𝕕𝕖𝕀 π•’π•Ÿπ•• π•šπ••π•–π•’π•€. βœ…π•€π•₯ π•¨π•šπ•π• 𝕓𝕖 𝕗𝕣𝕖𝕖 𝕗𝕠𝕣 π•žπ•–π•žπ•“π•–π•£π•€ π•›π• π•šπ•Ÿπ•šπ•Ÿπ•˜ ℙ𝕀𝕃𝕆𝕋 𝕗𝕠𝕣 π•₯π•™π•šπ•€ π•ͺ𝕖𝕒𝕣. βœ…π”»π•„ π•žπ•– 𝕗𝕠𝕣 𝕃𝕀ℕ𝕂!
$FTCV Merger quietly changed to end of Q4 means all months/options up to Nov, other than ITM $10 may end up dead. This quiet, sneaky push back by @eToro CEO Yoni means stagnant $10 NAV floor for how long...early Dec? Or will he push to 2022Q1 Feb calls probably way overpriced.
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'20-21 De-SPAC earnings 8/12/21 - busiest day of earnings for this group with 22% reporting today. Comparison of original '21 SPAC revenue projection verse updated '21 revenue guidance. Q2 actual rev. shown with annualized run rate. Trending Up - $RSI, $UTZ, $LAZR, $DOMA, $UP
Image from djohnson (@DJohnson_CPA)
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I think we need a de-spac ER calendar for the next few weeks. Going to be a good time to sift the winners from losers.
Added $FTCV Sept bull put spreads on 7.5/10 strike. Credits $.43 on BP impact of $2.07. Break even is $9.57 with 20% top gain. Low risk, moderate reward. I don't think merger happens by Sept expiration and eToro is a solid target, too. Took (large) profit on $BODY spreads.
Added a pile of $FTCV 7.5/10 strike bull call September verticals for $2.04 average. $9.54 break even, 20% potential gain in 60 days. No preliminary filings yet so don't expect merger by then. Too conservative, @ThetaWarrior ? Be interested to see your opinion.
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FTCV is the spac merging with eToro
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Majority of my funds in low risk positions at or under NAV for $SNPR, $KRNL, $AHAC, $DCRNU, $HHLAU, and $OSI/U. Speculative positions in de-spacs $PAYO, $ZEV, $DM, $BARK, $ALIT, $ORGN and $AVPT. Also collecting theta on $SFTW, $VACQ and $BARK in covered positions.
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Still hugging NAV a bit as I wait for spac buyers to return. Holdings these, ordered by size of position: $ALTU, $PDAC, $SNPR, $AACQ, $FUSE, $CONX, $SOAC, $RTP, $CCAC, $NSH, $PIPP, $FPAC, $SFTW, $VSPR, $VCVC, $BTAQ, $GIK, $VACQ, $NGAC and $QELL.
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Hearing from bankers and sponsors that SPAC mergers are getting repriced and delayed due to pushback from PIPE investors on valuation. Thank goodness. #spacs #spacsquad
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