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Pre-Merger SPACs

Venue to discuss pre-merger SPAC ideas.

52 comments

Dec 11, 2020

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RECENT COMMENTS

51job (JOBS)
1) JOBS does not need approval. 2) EHIC and JOBS have similar structure, management buyout with some private LBO participation…
hilary lea shane on Oct 23, 2021
Walker Innovation (WLKR)
I received the money in IB two days ago. Not sure if it was related to my request through a…
Vinn on Oct 23, 2021
51job (JOBS)
What similarities do you see between JOBS and EHIC? EHIC was a management trying to steal the company, got a…
David on Oct 22, 2021
51job (JOBS)
1) Recruit will have a lower stake after the merger ( read the preliminary proxy) 2) DCP and Oceanlink will…
hilary lea shane on Oct 21, 2021
51job (JOBS)
Re data privacy issues: If there is no deal, JOBS will remain controlled by Recruit Holdings (a Japanese company), and…
snowball on Oct 21, 2021
51job (JOBS)
Spread has widened to 21% already. Looks attractive on paper, but I still doubt the idea is worth reopening at…
Ilja on Oct 21, 2021
Harvest Oil & Gas (HRST)
If you're referring to the balance being $15.6 million when it was paid down vs. ~$21.9mm initially, that is because…
apqnm on Oct 20, 2021
Isabella Bank (ISBA)
Only 5% of outstanding shares tendered, half of the company's intention. Priced at 27 (range 23-27). Shares were available at…
Terence on Oct 20, 2021
Enzo Biochem (ENZ)
Radoff, one of four 13D filers, continues its activism with this letter the morning after the Rabbani news. https://finance.yahoo.com/news/bradley-l-radoff-issues-open-110000092.html
Terence on Oct 19, 2021
Enzo Biochem (ENZ)
With Rabbani and his friends remaining at the wheel, this thesis is pretty much done. No updates on the strategic…
Ilja on Oct 19, 2021
Enzo Biochem (ENZ)
Rabbani remains as chairman, and adds the role of chief scientific officer. Erfanian appointed as CEO (I assume a new…
Terence on Oct 19, 2021
51job (JOBS)
The one thing I don't like about playing in the Chinese small-cap ADR space, is that there is very often…
snowball on Oct 18, 2021
Harvest Oil & Gas (HRST)
Keep in mind there was a $3 dividend in Jun'21.
dt on Oct 18, 2021
Harvest Oil & Gas (HRST)
Good to see progress. It's strange that they wouldn't provide any detail about the impact of the settlement. Only a…
Brian on Oct 18, 2021
51job (JOBS)
Competing bid on ICLK at $7.50.
rc99ar on Oct 18, 2021
Harvest Oil & Gas (HRST)
I am quite surprised that the dividend is only $10 after the seller's note has been fully repaid. The company…
dt on Oct 18, 2021
Harvest Oil & Gas (HRST)
It looks like they settled the note receivable and the uncollectable AR that Harvest owed. Does anyone have an updated…
Anuj Kumar on Oct 18, 2021
Harvest Oil & Gas (HRST)
HRST announced a $10 dividend, which will be paid on November 4, 2021 to stockholders of record as of October…
Terence on Oct 18, 2021
iCar Asia Limited (ICQ.AX)
Great development and as only 3% spread remains, we are closing the iCar Asia merger arbitrage idea with a 14%…
Ilja on Oct 18, 2021
iCar Asia Limited (ICQ.AX)
Binding agreement has been signed. Final offer price is at the lower end of the range, at $0.53 in cash.…
snowball on Oct 18, 2021
iCar Asia Limited (ICQ.AX)
Carsome and iCar have entered into a scheme of arrangement offer of 53c and expected closing early/mid Feb 2022. Current…
Yardir on Oct 18, 2021
51job (JOBS)
What's driving the spread volatility is likely the Chinese regulatory backdrop re personal data (JOBS has huge amount of it,…
snowball on Oct 16, 2021
Royal Financial (RYFL)
Spread has narrowed to about 2% for non-odd lots, so we are closing the idea with a 4.5% gain in…
Ilja on Oct 16, 2021
51job (JOBS)
Well spread back to 16% again. Business seem to have deteriorated in H1 this year though, with gross margins declining…
ijw on Oct 15, 2021
Walker Innovation (WLKR)
I still haven't received a distribution in IB. Anyone contacted them already?
Vinn on Oct 13, 2021
Enzo Biochem (ENZ)
Seemingly good financials. I don't know if this is all expected already. Conference call at 8:30am today 10-12. https://finance.yahoo.com/news/enzo-biochem-reports-fourth-quarter-110000880.html
Terence on Oct 12, 2021
Good Energy (GOOD.L)
The tender offer for Good Energy's hostile takeover expired and the minimum 50% tendering condition has not been reached. Only…
dt on Oct 11, 2021
Millennial Lithium (ML.V)
Another lithium deal has just been announced, also involving a mega-cap Chinese listed company and a Toronto-listed junior miner with…
snowball on Oct 9, 2021
Safeguard Scientific (SFE)
Preliminary results of the SFE tender offer have been announced. The final price is $9/share. 85% of the tendered shares…
Ilja on Oct 6, 2021
Performance – September 2021
Per share for the hedged trade: - Long D shares - from EUR1.85 to EUR1.49 = loss of EUR0.36 -…
dt on Oct 4, 2021

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Disclaimer - nothing on this site should be considered as investment advice or trading recommendation. This is not a financial services site, all information is presented for educational purposes only. Site and its owners take no liabilities or responsibilities for any actions of third parties that were made based on information presented on the site. All readers carry their own due diligence and invest at their own risk.