SPAC_Warrants

#SPAC Warrant coverage with no bias. Honest commentary. *NOT FIN ADVICE*, #DD always. Entrepreneur, Programmer, Economic Geo, Analyst. Opinions of Jeff Baker

[SPAC Spin @SPACspin]

$BCAR 🤝✅ OFFICIAL DA:
Exascale Labs Inc. to Combine with D. Boral ARC Acquisition I Corp. to Become Publicly Listed Company
https://t.co/t2UBh7ZcV0

[SPAC_Warrants @SpacWarrants]

$BCAR news pending 👀 halted

[SPAC_Warrants @SpacWarrants]

@OddDiligence I was wondering if they had a plan that needed more money/juice.. I guess acquiring another SPAC that is ready to go would be a good way to do that. Curious to see where this goes..

[SPAC_Warrants @SpacWarrants]

$BLUW
off to the races after the team changed over the holiday.

[SPAC_Warrants @SpacWarrants]

*Full disclosure we own some of all of them*

[SPAC_Warrants @SpacWarrants]

@SPACspin just so no one has to go looking, the rights are 1/7 of a share. Still technically undervalued by a pretty reasonable amount. 6 million shares outstanding.

[SPAC_Warrants @SpacWarrants]

@SPACspin I have to say, I don't always track the rights as closely so when this popped up in my alerts from you at near 1 AM PST, I was able to grab them in premarket prior to yesterdays run at a still reasonable price. Thanks @SPACspin !!

[SPAC_Warrants @SpacWarrants]

@SPACspin LOL... I don't even have words for this one...

[SPAC_Warrants @SpacWarrants]

@SPAC_zilla Gorilla Glue can do miraculous things!!

[Julian Klymochko @JulianKlymochko]

ONE Nuclear Energy / Hennessy Capital Investment VII deal overview

Nuclear small modular reactor (SMR)
$1.1 billion enterprise value
Closing H1 2026
Symbol $ONEN

PR: https://t.co/b5KvqJywqQ

IR deck: https://t.co/WdSQ4GoLg3

Disclosure: Long $HVII shares + rights in $ARB.to

[SPAC_Warrants @SpacWarrants]

@JHopkinsSD From a fan in Eugene, they fit, could have had a bit more pizazz but any excuse to celebrate the dead is just fine!!!

[SPAC_Warrants @SpacWarrants]

Volume levels are keeping position size modest to be honest. We are seeing a notable increase in daily pre-DA volume but not quite enough to back the truck up to. The bright side is that on DA we do see the volume inflows that allow for big speculative moves. For me I am always looking for undervalued warrants that regardless of announcement, will trend into the average. If they stop showing up on my list I start looking for exits to replace with new ones. roughly every couple weeks a few get cycled in and out among roughly a dozen consistent positions.

[SPAC_Warrants @SpacWarrants]

Can anyone make the case against $GTERW or $CUBWW at these prices? Serious question but seems like both are too good a deal to ignore. 👀Full disclosure I already bought them both :P

[SPAC_Warrants @SpacWarrants]

@JM_research1 @EricTheUmpire 2021 was a really good year.. just saying!!!

[SPAC_Warrants @SpacWarrants]

@DavidNLefkowitz @MohitGu72159291 I kept a couple to remind me.. lol.. I hate to say that 5 years ago we had dead ones spring to life in crazy deals like OPES-> BurgerFi.. Never say Never!!!

[SPAC_Warrants @SpacWarrants]

$GPATW abnormal volume with zero traded on the commons.. always feels like someone knows something.. ... ... 👀One to watch

[SPAC_Warrants @SpacWarrants]

@MohitGu72159291 very few examples of non rumor pre-da spacs in this current environment that do not attempt to hit a dollar on announcement.. They exist but it would be more likely they run up to the average warrant price for their peers even if they don't get a deal. just my .02

[Julian Klymochko @JulianKlymochko]

Evernorth / Armada Acquisition II deal overview

XRP digital asset treasury company
$1.4 billion pro forma equity value
Symbol $XRPN
Closing Q1 2026

PR: https://t.co/mnQdZF3vn6

IR deck: https://t.co/CW2aDvLqYu

Disclosure: Long $AACI shares + warrants in $ARB.to

[SPAC_Warrants @SpacWarrants]

There are a good many #SPAC warrants sitting at very reasonable prices with a LOT of time remaining and a favorable regulatory environment ahead.. Good days on the horizon!