The teams behind the deals.
Who is running these shells, what they are hunting for, and how it tends to go. Sponsors, strategies, the deals that land and the ones that quietly do not.
Tagged “post-SPAC”
post-SPACs
Factorial Energy (FAC): the solid-state battery bet that has to prove itself in 2027
I'm writing about a company that I think is interesting and risky in equal measure. Figures come from Factorial's SEC filings and shareholder letter unless stated. Where a number is my own arithmetic, I say so. This is analysis, not investment advice.
Oct 7, 202612 min read
post-SPACs
Presidio (FTW): a post-SPAC that pays 14% and almost nobody is watching
Disclosure: I own 15,300 FTW warrants (strike $11.50). This is my own analysis, not investment advice. Figures come from Presidio's SEC filings. Where a number is my own arithmetic, I say so.
Oct 7, 20268 min read
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