SPAC Deals to Watch Right Now

 So let's talk about today. Are there any deals that you're watching right now? 

Well, I think there are four deals that I really have had my eye on, which I think is a, you know, microcosm into the SPAC world, right?

When you look at Pew, PEW. That was a SPAC that did a deal. You know, stocks trading at five and a half. I know you had a guest on earlier that was talking about pipes and ratchets and, you know, getting new investors and old investors into these pipes. You look at Kodiak ai, uh, that was a spac done by some pretty good names that are in it.

Uh, stocks trading at eight, and then you look at two names, CCIX, which is buying in flexion. And CEPT, which is buying a Bitcoin company. I'm looking at those four names to kind of see how the SPAC market's going to go, if those pipes are done really well. And you see tremendous investors on CCIX, which I'm sure you will, and the canner.

SPACs. I think it's going to be, you know, a real. Good green shoot going forward for SPACs. If you see some of the pipes start failing some of the, you know, markets down a little bit today. You talk about the tariffs, you talk about China. I think the only way SPACs really come back and, and go the way they did from 15 to 20 is the market's gotta be right.

You gotta have access to capital. Rates are coming in, which are gonna be very, very positive for SPACs. So when those rates come in, I think you're gonna see a little bit reach for the risk. And I think if you see these two deals close very strongly, I think that'll be very positive for the SPAC market going forward.

Also, issuance is gonna be very high. You may see some older sponsors come back, supernova, legato, uh, haymaker, uh, you may even see Chamath come back with his social capital. And the reason why you may see more people come in to the SPAC market now, kind of like you saw Cantor file five very fast SPACs as soon as the election went on.

Is because the targets are out there, right? You look at Inflection, which was Churchill Capital, that's a company that's been around in 2007. So it's around, what are we, 17 years? It's got a 1.8 billion, uh, billion dollar valuation for, for them to go public through a spac. That shows the, um, confidence that they have in it that it's gonna get done.

So there are a lot of targets out there. We all know capital markets have been closed for the last four or five years. Private equity have a lot of companies that they wanna get off their books that they're looking to IPO and I think the SPAC markets back, uh, back in play for those ipo.