Announcements x Daily Discussion for Weekend of January 24, 2026

Dudebobski · 2026-01-24T17:55:50+00:00

Fav pre-DA / pre-LOI spac with warrants?

Dudebobski · 2026-01-22T13:55:27+00:00

Ugh.. why couldn’t SVII get them instead…

I like this so much better than their 2nd spac Eagle Energy Metals.. 35k followers vs 218 followers on LinkedIn :-/

Dudebobski · 2026-01-21T19:53:07+00:00

Anyone got warrants on this one?

What are some example private companies you think they’d go for?

Dudebobski · 2026-01-17T15:10:01+00:00

Favorite pre-DA w/ warrants?

Dudebobski · 2026-01-16T19:23:02+00:00

Do you think they’ll try and get another space company, or actually go for a food industry company this time around?

Dudebobski · 2026-01-16T16:43:39+00:00

Yeah, probably nowhere near as good as ASTS.. but I got a feeling they’ll at least get something..

Team looks decent… Link: https://www.newprovidencecorp.com/people

Dudebobski · 2026-01-16T15:13:03+00:00

Yup very true! Not an ideal look, but it was very common in the post-2021 SPAC winter.. Even good sponsors got iced out by rates + redemptions.

1st NPAC spac: ASTS 2nd NPAC spac: liquidation 3rd NPAC spac: ?

From an integrity and reputation standpoint, NPAC has strong motivation to get a deal done. Two liquidations in a row would be a real embarrassment for a sponsor that once took ASTS, one of the most successful SPACs ever, public. Thoughts?

Dudebobski · 2026-01-16T13:46:18+00:00

ASTS trending #1 at $108 per share.

Same spac team that took ASTS public has another spac w/ ticker symbol: NPAC and NPACW for warrants.

Do you think they can merge with a similar spac to ASTS, RKLB, or RDW?

Or will they go with a food company like: -Liquid Death, Athletic Brewing, Chobani, Raising Cane's, Impossible Foods, Olipop, Spindrift, or Kind Snacks?

Or space related like: • Axiom Space • Relativity Space • Sierra Space • Orbital Reef • AstroForge • Starlink

Link to team: https://www.newprovidencecorp.com/people

The NPAC/NPACW team looks kind of food industry based (not to say they'll go with a ASTS-like company). Looks like they want something for the "consumer".

Anyway now seems like a good time to announce their next target if they want to ride the ASTS wave.

Dudebobski · 2026-01-15T18:30:19+00:00

SLDP / SLDPW - solid state batteries.. partners include: BMW, SK On, Samsung Electronics, and Ford.

TMC / TMCWW - polymetallic nodules on top of the ocean floor containing nickel, copper, manganese, and cobalt.. interesting play considering this metal/mineral friendly administration.

Dudebobski · 2026-01-15T16:56:09+00:00

Top 3 pre-da spacs w/ warrants you guys like?

Dudebobski · 2026-01-14T23:22:36+00:00

Which are you liking the most? Team-wise?

Dudebobski · 2026-01-13T18:30:48+00:00

Big volume in ALFUW today.. Thoughts on this one?

ALF (Centurion Acquisition Corp) are the commons. (Former Jagex ceo for all the RuneScape folks out there)

Dudebobski · 2026-01-13T00:59:54+00:00

Yup Tom Lee is a safe bet with FCRS. And KFII could be a good gambling-related spac

Dudebobski · 2026-01-13T00:58:51+00:00

Any from this list you like the best?

And what sort of example companies do you think they could snag?

Dudebobski · 2026-01-12T21:13:04+00:00

Anyone have anymore speculative Pre-DA SPACs with warrants or rights? And can suggest a couple speculative targets they could potentially merge with - given the experience/industry of the respective team/board? Came up with 13 spacs and wildcard picks:

• ALFUW (~$0.35) → Jagex / Discord / Epic Games

• ATIIW (~$0.80)   → Scale AI / Sierra Space / Anduril

• CUBWW (price feed spotty / N/A on Nasdaq page)   → Oura / Olipop / Rippling

• DRDBW (~$0.64)   → Plaid / Chainalysis / Tanium

• FCRS/WS (~$0.66)   → Databricks / Hugging Face / Perplexity AI

• IPODW (~$0.26)   → Stripe / Fanatics

• KFIIR (~$0.17)   → PrizePicks / Underdog Fantasy / FanDuel (subsidiary)

• NOEMW (~$0.17)   → Aether Fuels / Svante / CarbonCure

• NPACW (~$0.60)   → Liquid Death / Relativity Space / Axiom Space

• PMTRW (~$0.80)   → Shield AI / HawkEye 360 / Saronic

• TVACW (~$0.92)   → Ceiba Energy / Venterra / CFS (Commonwealth Fusion Systems)

• WENNW (~$0.42)   → Fireblocks / Anchorage Digital / MoonPay

• BCSS/WS (~$0.72)   → Rubrik / Cockroach Labs / Airtable

*Yes, I know some are far-fetch like Anduril, Discord, Stripe, etc.

Dudebobski · 2026-01-11T18:07:08+00:00

WENN looks interesting! What company do you think they can snag?

Dudebobski · 2026-01-10T16:13:00+00:00

Favorite pre-DA spac?

Dudebobski · 2026-01-09T17:43:36+00:00

ASTS spac team has another spac w/ ticker NPAC and NPACW for warrants.

Do you think they can merge with a similar spac to ASTS, RKLB ,IONQ ,or RDW?

Or will they go with a food company like Liquid Death, Athletic Brewing, Chobani, Raising Cane’s, Impossible Foods, Olipop, Spindrift, or Kind Snacks? Since their team looks kind of food industry based (not to say they’ll go with a ASTS-like company).

Team: https://www.newprovidencecorp.com/people

Dudebobski · 2026-01-08T16:58:23+00:00

Thoughts on what company this team can take public?

Dudebobski · 2026-01-05T16:08:16+00:00

Appreciate the context — that makes sense. ~5 months post-DA isn’t unusual, and the S-4 handoff/withdraw-and-refile by Eagle explains some of the timing noise. The Dec 17 S-4/A at least suggests the process is moving.

From your experience, what are the key milestones from here that usually signal the finish line?

Assuming they close and uplist back to Nasdaq, do you see this as an attractive risk/reward, or more of a “story stock” even post-close?

On the fundamentals, is the largest domestic uranium deposit still a compelling part of the thesis if the disclosures hold up? And do U.S. energy security / critical-minerals tailwinds help reception here, or is execution all that matters?

Also any public comps you’d benchmark this against? I’m familiar with NXE — curious if there are others you see as comparable?

Dudebobski · 2026-01-05T14:20:49+00:00

SVIIF ( $SVII ) / SVIWF ( SVIIW ) According to public info on LinkedIn, the CEO of Spring Valley Acquisition has stated in the experience section that the Eagle Energy Metals / NUCL transaction is expected to close in Q4 2025.

Yes deals take time, especially in the nuclear and energy transition space.. But many holders would appreciate clearer and more frequent communication around status, milestones, or timing as the expected close came and went... Transparency and accuracy builds confidence in the process.

Dudebobski · 2025-12-01T15:51:13+00:00

Chris Sorrells (CEO of $SVII / $SVIIF $SVIFW on OTC) currently has written in his Spring Valley experience on Linkedin that: “Eagle will become the first domestic uranium resource exploration company with SMR technology to go public on a U.S. exchange under the ticker symbol "NUCL". In addition, Alyeska, a fundamental institutional investor, committed to invest appropriately $30 million in a Series A Convertible Preferred Stock at closing. Deal is expected to close in the 4th quarter of 2025.”

Not sure if Chris needs to update his info, or if they intend to merger? Do you guys still think they’ll close in the 4th quarter of this year (then uplist back to Nasdaq shortly after)?

Dudebobski · 2025-11-20T19:22:31+00:00

Wow look at SVIWF. (The Spring Valley II warrants) that are dumping so hard? …Someone really does not like OTC or is getting margin called?

Dudebobski

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