SPAC_Finder

[Aurora @aurora_inno]

NEWS alert!🚨 A few months ago, we shared that we were partnering with @McLeodSoftware to deliver the industry's first Transportation Management System for self-driving trucks. Now, the API integration between McLeod's industry-leading TMS and the Aurora Driver is complete and notably ahead of schedule. ⚡

What this means: Eligible McLeod customers with a subscription to the Aurora Driver can book and manage autonomous truck capacity directly within their existing TMS workflows! For the details, go here👇 https://t.co/NXwRFvPQRM

[Kevin Chen @Defiantclient2]

$QS: 🚨MURATA AND QUANTUMSCAPE ENTER INTO JOINT DEVELOPMENT AGREEMENT FOR MANUFACTURING OF CERAMIC SEPARATORS

This is the next phase of their framework agreement that was originally entered on April 23, 2025.

@QuantumScapeCo stands fully primed to mass scale the production of ceramic separators alongside Murata in Japan and @Corning in the US.

Battery makers are not necessarily experienced with ceramics manufacturing, so this is where these manufacturing giants step in to fill that gap.

With this news, QuantumScape is progressing significantly towards mass commercialization.

Deletion of anode = QS
Ceramic separators = QS + Murata + Corning
LFP cathodes = OEM gigafactories (@Tesla, @Ford, etc.)

$QS $GLW $TSLA $F $VW

https://t.co/4BHFAeoVWz

[SPAC_Finder @SPAC_Finder]

@memphis_mantis @batsoupyum

[SPAC_Finder @SPAC_Finder]

@memphis_mantis @batsoupyum

[SPAC_Finder @SPAC_Finder]

@memphis_mantis @glitchmarfa

[Chris Sambar @chrissambar]

I’m really excited about this opportunity with AST and it puts us way ahead of the competition!! Check out the video to learn more.

[Hanzo ⭕ PUNKS COMIC ELITE APE ⭕ @242hanzo]

Hanzo rewards those who are paying attention. I'll be giving away an @ElysiumClubNFT to a Hanzo cover holder who likes and RTs this post. More info in the giveaway and the project below 👇🧵(1/5)

[Contra Capital @thecontracap]

Was literally wondering what $cano bear case could be, trading at 13x 23 ebitda and growing 40%+. Well, turns out if you cut rev/ebitda in half and then assign the lowest multiple in the group, you can get to $5. Which is down 8% from here 🙄

[Contra Capital @thecontracap]

$cano Jefferies rebuttal to Piper note including notes from their call with mgmt. $cano mgmt has a good explanation on each point and Brian (a good hcare services analyst) thinks it’s totally bizarre and incorrect to attribute any less value to affiliate business than owned.

[Anp🅰️nman @spacanpanman]

$CANO Jefferies loves VBC sector and has Cano as #3 top pick. PT $12, but DCF Value = $21

[Contra Capital @thecontracap]

From Jefferies 3/25. $cano only name with 2023 ebitda estimates going up, trading at 13x 23 ebitda. Growing membership 40%+ organically but cheaper than home health names growing top line <10%. With uncertain econ and rates environment, currently my highest conviction position

[adidas Originals @adidasoriginals]

The new age of originality is here. See what’s waiting for you in Ozworld 👀

Coming soon.

[Anp🅰️nman @spacanpanman]

🔋 $PPGH / $GGR and $ALLG valuation vs peers🔋
1) $ALLG trades at big discount to peers $BLNK and $EVGO based on revenue multiples. It's also EBTIDA positive!
2) $PPGH / $GGR? It's fast growing, profitable AND DIRT CHEAP compared to all of them.

[Eliant Capital @eliant_capital]

Enough said. Dirt cheap valuation, every single key partner you can think of, upsized pipe 2X, hyper growth markets, massive markets ripe for adoption, strategic pipe investors, founders 75% locked up with earn our share agreements.

[SPAC_Finder @SPAC_Finder]

This guy doesn’t miss. Get some gambling apes before they run again🔥

[Swampverse @SwampverseNFT]

3/27 @ 4PM EST

[Lake Cornelia Research Management @CorneliaLake]

$CANO $OSH $CMAX $AGL

Nice call from $CANO

Combo of “soft” activism @ThirdPointLLC + continued execution + seasoning + reasonable entry valuation should start to work. Private market for VBC remains at 3-4x revenue.

20x EBITDA = $9.50

[Anp🅰️nman @spacanpanman]

$SEAT CS reiterates $16 PT

[SPAC_Finder @SPAC_Finder]

Plenty of buyers eyeing $CANO right now

[seb🅰️sq @gameofphonez]

$CANO with the potential for a $17 buyout at current levels? a steal to be taken back private at those levels.