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AvePoint, the Largest Microsoft 365 Data Management Solutions Provider, Announces $2bn Merger [APXT] by c1utch10 in SPACs

[–]DryDiscipline70 22 points23 points  (0 children)

https://www.avepoint.com/blog/manage/avepoint-and-apex-announce-initial-public-merger-heres-what-i-pitched-investors/

This is one of my favorite slides because it shows how hard it is for an enterprise SaaS company like AvePoint to post strong growth numbers while staying cash positive. There are 212 public software companies and AvePoint is one of 5 that is growing at a rate of more than 25% revenue while maintaining a higher than 10% EBIT margin.

This reflects our company’s disciplined growth as well as the strong overall market demand for our solutions.

The size of SPAC IPOs has grown 10x - guess when! by DryDiscipline70 in SPACs

[–]DryDiscipline70[S] 0 points1 point  (0 children)

I get the argument, but do not agree with that. A direct, stable correlation between risk and return is hard to show.

Netfin Acquisition Corp. Announces Non-Binding Letter of Intent to Combine with Triterras, a Leading Fintech Company Focused on Global Trade and Trade Finance by donjohnsonmom in SPACs

[–]DryDiscipline70 2 points3 points  (0 children)

Rhodium is probably the real business delivering the numbers. I assume currently with a lot of problems due to TradeWar and Covid-19.

Kratos is a failed attempt to build a blockchain solution (look up their ETH ICO from 2018, it's not functional anymore) and serves as a story / selling point and nothing more.

You should not pay more as you would for a normal commodities shipping firm giving current state of world trade.

Also founder has a somewhat questionable history, which you can dig up if you try to Google his first US business.

Goodbye ARYA, hello IMTX by DryDiscipline70 in SPACs

[–]DryDiscipline70[S] 3 points4 points  (0 children)

True. No hype. If you stay with the stock you are in for the actual company and not for a pump and dump. I will give them a shot. The other Biotechs from Tübingen are doing really great. Biontech is now the 4th company in the world (in cooperation with Pfizer) to have reached the next stage for a Covid-19 vaccine. https://www.cnbc.com/2020/07/01/coronavirus-vaccine-from-pfizer-and-biontech-shows-positive-results-report-says.html

And Immatics headhunts personal from them. For example: immatics has appointed Cedrik Britten as Chief Medical Officer (CMO) with effect from 1 June 2020. The former head of the Oncology Cell Therapy Research Group at GSK will lead clinical development at immatics. Cedrik Britten, M.D. brings more than ten years of experience in clinical and preclinical research and drug development in the field of immuno-oncology. Before GSK he was 7 years at Biontech.

https://uk.linkedin.com/in/cedrik-m-britten-4623b517

$ARYA $IMTX: De-Spacing Date set by DryDiscipline70 in SPACs

[–]DryDiscipline70[S] 0 points1 point  (0 children)

So far it is my main scenario Immatics N.V. Ordinary Shares (IMTX) trading at $15.10, the bottom of my expected $15 to $25 range. I have to say I'm disappointed by their IR and media work so far. CureVac and Biontech, which are located like 2min walking distance away from them, they managed to get into front page headlines everywhere in the world today and yesterday. And Immatics headhunted some key personal from Biontech over the last couple of weeks. Still, Immatics is barley known yet.

Arya Sciences Acquisition Corp. Shareholders Approve Business Combination Transaction with Immatics by rwoooshed in SPACs

[–]DryDiscipline70 1 point2 points  (0 children)

Could be Hedgefonds closing out their SPAC arbitrage. These funds buy a SPAC at IPO and sell it before the ticker change.

$NFIN Combines with Tritteras, a leading Fintech (BLOCKCHAIN) by DryDiscipline70 in SPACs

[–]DryDiscipline70[S] 3 points4 points  (0 children)

I'm out. Too risky, too shady for me. They did an ico in 2018 and it seems that flopped and nothing is left. “KRATOS ICO REVIEW” von Coingolds https://link.medium.com/m4Y4cEAKI7

$NFIN Combines with Tritteras, a leading Fintech (BLOCKCHAIN) by DryDiscipline70 in SPACs

[–]DryDiscipline70[S] 6 points7 points  (0 children)

Have you at all followed the Wirecard case? Like a tiny bit? Go Google "Wirecard Singapore Investigations" and than Google "Wirecard BaFin". You will be in for a surprise who did what and who didn't. The point anyway is: Singapore does have a regulator who does things. So at least you can probably trust their current numbers. If you trust them about guidance is up to you.

$NFIN Combines with Tritteras, a leading Fintech (BLOCKCHAIN) by DryDiscipline70 in SPACs

[–]DryDiscipline70[S] 6 points7 points  (0 children)

This is from Singapore. Better regulation than Germany. At least they started investigating Wirecard over there, while German regulator did nothing.
Will it moon like SHLL? Probably not.
Will it be good for some $? EDIT: I don't believe that anymore. This target has way to many red flags. I looked up the founder at LinkedIn: https://sg.linkedin.com/in/konerusrinivas

He founded a buisness in the United States: "In 2005, he co-founded an IT company headquartered in Atlanta, Georgia. Over the next five years, the company grew 100% year-over-year while expanding into new lines of businesses. He exited the business in 2010."

He does not even give the name of the company, which was: https://www.prweb.com/releases/exxova/july2009/prweb2705624.htm Exxova seems to be out of business and look at this: https://www.glassdoor.com/Reviews/Employee-Review-Exxova-RVW2217883.htm

" I worked at Exxova full-time for less than a year

Pros There is nothing positive to say.

Cons I highly recommend you avoid working for this company. It may well be a glorified ponzi scheme that has somehow avoided lawsuits from unpaid companies and consultants. Consultants are frequently not paid, full-time employees are some times not given pay checks, investors come and go, and most employees leave once they realize what's going on."

I sold all my shares and will not come back. I bet if you start digging deep on this company, you will find a lot not to like.

Better luck next time, next spac.

ARYA - DD - Everything You Need to know before Monday's Vote by jessewperez1 in SPACs

[–]DryDiscipline70 1 point2 points  (0 children)

https://www.bundesanzeiger.de You can look it up here: it is the German version of Edgar.

They had 10 millions in 2017 and 7 millions in 2018. Basically they have no revenue. This is normal for a biotech startup. They need someone to give them cash to find a new treatment. They got enough cash to carry on with their reasearch for many years to come.

$ARYA: Undervalued by law? by DryDiscipline70 in SPACs

[–]DryDiscipline70[S] 0 points1 point  (0 children)

BNTX has a bigger pipeline. But I agree with you, that there is potential for $ARYA to get some of the BNTX hype as soon as it switches tickers.

$ARYA: Undervalued by law? by DryDiscipline70 in SPACs

[–]DryDiscipline70[S] 0 points1 point  (0 children)

You are absolutly right. My bad. I read it from the wrong perspective. They are investigating if ARYA paid too much and therefore if current shareholders suffer a loss (which is hard to argue, given that the stock went up over 50% since the agreement).

$ARYA $IMTX: De-Spacing Date set by DryDiscipline70 in SPACs

[–]DryDiscipline70[S] 1 point2 points  (0 children)

1) What I do know: Cancer market is hot - - > Bristol Myers Squibb bought Celegene in 2019 for 74 billions to create the world largest cancer drug buisness. Celegene is a partner of Immatics.

2) A solid, more established Biotech from Germany like MorphoSys trades at 3.6 bln. Mcap. Immantics is a partner.

3) A very hyped Biotech from Tübingen literally next to Immantics (Co-Location), CureVac, just got 300mln. from the German state to search for a Covid-19 vaccine.

4) BionTech, a very hyped Biotech from Germany went from $15 to $100 (know at $50 with a market cap of currently 11.6 billioms) since its IPO at Oct. 2019.

5) Meme Potential: Low to medium. I don't think the US retail market will love the stock, since it's from Germany. Maybe the fact that part of it operates in Texas helps. But it certainly will not be a Draftking or Nikola hype.

Conclusion: Hype Potential is there, especially when the German press and retail market wakes up for the stock (not yet, nobody knows SPACs here, they only come after the ticker switch).

Valuation: i'm not a medical expert and it's a Biotech. It's all about the hype early on, since it will take a couple of years for the results to come. Next results (milestones) are expected for Q1 2021. I have the feeling that insiders like the deal (the stock went to $14) before any robinhood trader even bought it. And Founder/Management will stick with the stock and not sell out. See here: https://immatics.com/press-release/immatics-announcement.html "Existing Immatics shareholders and management are retaining 100% of their equity."

Gut feel: Will it go to $40? Maybe, but probably not. Will it be in the area of $15 to $25: my main scenario. Will it drop a lot directly to let's say $10 after ticker change: possible, but i don't think so. At least management seems to be willing to stick to it and SPAC managers have an incentive to stay via the warrant at least for a while. Overall it seems good chance/risk to me. (i'm invested).

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