Top-level research on select SPACS for correlations between trust size, PIPE size, ownership %, rolled over equity, and valuation.

Some Findings:
- PIPE can be up 2x trust size
- SPACs got between 4-20% ownership
- Valuations more attractive in 2020 (+upside)

Thread 🧵⬇️
$IPOB/@Opendoor

Trust Size: $360mn
PIPE Size: $600mn
SPAC % Ownership: 6.6%
Valuation: $4.8bn
$FTOC/@Payoneer

Trust Size: $755mn
PIPE Size: $300mn
SPAC % Ownership: 19.2%
Valuation: $3.27bn
$IPOE/@SoFi

Trust Size: $805mn
PIPE Size: $1.25bn
SPAC % Ownership: 9.3%
Valuation: $8.7bn
$SNPR/@VoltaCharging

Trust Size: $345m
PIPE Size: $300m
SPAC % Ownership: 17%
Valuation: $1.4bn
$SBE/@ChargePointnet

Trust Size: $317mn
PIPE Size: $225mn
SPAC % Ownership: 10.3%
Valuation: $2.4bn
$RTP/@jobyaviation

Trust Size: $690mn
PIPE Size: $835mn
SPAC % Ownership: 10.3%
Valuation: $6.6bn
$SPAQ/@FiskerInc

Trust Size: $569mn
PIPE Size: $500mn
SPAC % Ownership: 19%
Valuation: $2.9bn
$CIIC/@arrival

Trust Size: $260mn
PIPE Size: $400mn
SPAC % Ownership: 4%
Valuation: $5.4bn
$DEAC/@DKSportsbook

Trust Size: $403mn
PIPE Size: $380mn
SPAC % Ownership: 13%
Valuation: $2.7bn
$LGVW/@ButterflyNetInc

Trust Size: $414mn
PIPE Size: $175mn
SPAC % Ownership: 20%
Valuation: $1.5bn
$DCRB/@hyzonmotors

Trust Size: $226mn
PIPE Size: $400mn
SPAC % Ownership: 8%
Valuation: $2.1bn

• • •

Missing some Tweet in this thread? You can try to force a refresh
 

Keep Current with King Tut Acquisition Corp

King Tut Acquisition Corp Profile picture

Stay in touch and get notified when new unrolls are available from this author!

Read all threads

This Thread may be Removed Anytime!

PDF

Twitter may remove this content at anytime! Save it as PDF for later use!

Try unrolling a thread yourself!

how to unroll video
  1. Follow @ThreadReaderApp to mention us!

  2. From a Twitter thread mention us with a keyword "unroll"
@threadreaderapp unroll

Practice here first or read more on our help page!

More from @kingtutspacs

1 Mar
- 50% of companies going public through a SPAC will fail or go bankrupt
- 25% will get acquired by a bigger player or merge/consolidate
- 25% will survive and potentially become key players of their respective industry

Play your cards accordingly.
*All those % are made up but you get my point.
Ok let’s reword it so everyone is happy:

100% of SPACs will go on to be part of the S&P500 and we’ll all be billionaires by 2030 🌈🦋
Read 4 tweets
20 Feb
$AVAN & @Sportradar Connections 🕵️

- Sawiris family and sports investments
- Jeff Yakubi, ex-Fiserv and new Sportradar Global Chairman
- Wes Edens: Bucks & Aston Villa
- Bruin Sports Capital

Speculation Thread ⬇️🧵 Image
$AVAN is looking for a European target with a strong US/International nexus. Image
Sportradar is based in St. Gallen, Switzerland 🇨🇭

The company has 35 offices in 24 countries around the world including New York City, Las Vegas, London, Trondheim, Munich, Ljubljana, Sydney and Singapore. Image
Read 23 tweets
19 Feb
There's probably a million reasons on why Clubhouse will not SPAC.

However, I'll list a couple on why it MIGHT just make sense with $VYGG.

It's [SPACULATION] Thread Time ⬇️🧵
I've covered Alexander Tamas from a previous $VYGG
thread.

He's the gold standard when it comes to social networks/internet and led some of the most major tech investments of that time, including Facebook, Airbnb, Spotify, Twitter, Alibaba, Zalando.

When others doubted Facebook as a long-term sustainable business back in 2009, Tamas led a $200m investment in the company.

More:
Read 18 tweets
17 Feb
Love FinTwit to death but I beg enough with the "I called $CCIV at xx" tweets flooding the timeline.

Calling $CCIV at $11/12 after a Bloomberg report (when literally anyone with decent knowledge knows the only two legit Tesla competitors are Lucid and Rivian) is NOT a call.
Read 5 tweets
17 Feb
Friendly Reminder: Greg O'Hara is the CEO of $GOAC
The more I read, the more I like.

Greg O’Hara is one of the biggest heavy weights in the global travel industry. $GOAC
“And so if you can identify good companies right now that have good management teams and good plans, all we are really doing is providing working capital, advice, investment” $GOAC

Read 4 tweets
17 Feb
Fun find!

@traveloka announced SPAC plans yesterday.

Traveloka COO & CEO will be speaking tomorrow at Skift Travel Conference.

Who else is speaking? Greg O'Hara, CEO of $GOAC

The title of his session? Acquisitions and Investments: Predictions for 2021

live.skift.com/online-travel-…
Ok maybe this catches your attention $GOAC
Locked and loaded. Now we wait. $GOAC
Read 4 tweets

Did Thread Reader help you today?

Support us! We are indie developers!


This site is made by just two indie developers on a laptop doing marketing, support and development! Read more about the story.

Become a Premium Member ($3/month or $30/year) and get exclusive features!

Become Premium

Too expensive? Make a small donation by buying us coffee ($5) or help with server cost ($10)

Donate via Paypal Become our Patreon

Thank you for your support!

Follow Us on Twitter!