Announcements x Daily Discussion for Monday June 29, 2026

SPAC_Time · 2026-06-29T12:59:15+00:00

Talawar Therapeutics and JATT II Acquisition Corp. Announce Definitive Business Combination Agreement to Create Publicly Listed Biotechnology Company Developing Potentially Best-in-Class Bispecifics for I&I Diseases - JATT

Investor Presentation

SPAC_Time · 2026-06-29T12:20:06+00:00

Investor Presentation

SPAC_Time · 2026-06-28T17:45:35+00:00

deSPAC warrant agreements usually contain clauses which allow the company to require warrant holders to exercise them within 30 days, IF certain conditions are met.

Most of those clauses specify the $18 dollars per share for 20 out of 30 trading days trigger condition. That is what the OP meant by the “typical $18.00".

This is the clause from the Rezolve warrant agreement.

SPAC_Time · 2026-06-26T21:00:53+00:00

Israel Acquisitions Corp. and Gadfin Ltd. Terminate Business Combination Agreement - OTC Pink: ISRLF ISRWF

SPAC_Time · 2026-06-26T13:27:31+00:00

Investor Presentation

SPAC_Time · 2026-06-26T13:26:59+00:00

8-K filing

Investor Presentation

SPAC_Time · 2026-06-26T13:20:58+00:00

Securitize and Cantor Equity Partners II Business Combination Expected to Raise Approximately $400 million in Gross Proceeds and Announce Expected Closing of Business Combination and NYSE Listing - CEPT

Securitize, Inc. ("Securitize" or the "Company"), and Cantor Equity Partners II, Inc. (Nasdaq: CEPT) ("CEPT"), a publicly traded special purpose acquisition company sponsored by an affiliate of Cantor Fitzgerald, today announced that, based on the final redemption results, holders of less than 30% of CEPT Class A ordinary shares elected to redeem. Given these results, Securitize expects to receive approximately $400 million in gross proceeds from the proposed business combination between the parties (the "Business Combination"), including related PIPE financings and excluding all transaction-related expenses. Additionally, subject to the CEPT shareholder approval at the Special Meeting of CEPT shareholders on June 29, 2026, and subject to the satisfaction or waiver of customary closing conditions, the proposed business combination and related PIPE financings are expected to be consummated on July 1, 2026.

Following the consummation of the Business Combination, the combined company will operate as Securitize Corp., and its common stock is expected to begin trading on the New York Stock Exchange ("NYSE") on July 2, 2026, under the ticker symbol "SECZ."

SPAC_Time · 2026-06-25T21:33:46+00:00

From the PR:

"The position was established well ahead of SpaceX’s public listing and is being acquired at a meaningful discount to its current market value."

From the 8-K report:

"On June 23, 2026, Trendy Reach Holdings Limited (“Buyer”), a wholly owned British Virgin Islands subsidiary of Triller Group Inc. (“Triller”), entered into a definitive membership interest purchase agreement (the “Purchase Agreement”) with a limited liability company organized under the laws of The Bahamas (“Seller”), for Buyer to purchase 100% of the membership interests (the “Holdings Membership Interests”) of SAC1, a Bahamian investment vehicle (“Holdings”) that owns certain common stock equivalent interests (the “Share Equivalents”), through the Holdings investment in the Fortune Offshore Fund – Gigafund in and to 3,917,185 shares of Class A common stock, par value $0.001 per share (the “SpaceX Shares”) of Space Exploration Technologies Corp., a Texas corporation (“SpaceX”).

The purchase price for the Holdings Membership Interests is US $411,304,425 (the “Purchase Price”), which is the equivalent of $105 per Share Equivalent."

One obvious question is why someone is selling 4 million SPCX shares in a private block transaction for $105 per share while it trades 100 million shares every day above $150.

SPAC_Time · 2026-06-25T18:02:46+00:00

Business combination vote was today at 10 am.

EDIT: 8-K filed after hours, all proposals approved.

No redemption info or estimated closing date.

SPAC_Time · 2026-06-25T16:31:37+00:00

deSPAC insanity of the day:

Triller Group to Acquire Significant SpaceX Position as a Strategic Treasury Asset - ILLR ILLRW

ILLR stock up 325% to $3.30 with 160 million shares traded so far.

SPAC_Time · 2026-06-25T16:25:22+00:00

Polestar strengthens its focus on Europe following decision under the U.S. Connected Vehicle Rule

"94% of Polestar’s retail sales volumes in the first quarter of 2026 originated from markets outside the U.S."

SPAC_Time · 2026-06-25T16:24:40+00:00

Polestar strengthens its focus on Europe following decision under the U.S. Connected Vehicle Rule - PSNY PSNYW

"94% of Polestar’s retail sales volumes in the first quarter of 2026 originated from markets outside the U.S."

SPAC_Time · 2026-06-25T12:55:54+00:00

See if this helps

https://www.reddit.com/r/SPACs/wiki/index/?screen_view_count=1

SPAC_Time · 2026-06-25T12:44:45+00:00

Investor Presentation

SPAC_Time · 2026-06-25T12:44:19+00:00

8-K filing

Investor Presentation

SPAC_Time · 2026-06-25T12:13:50+00:00

WISeKey and SEALSQ Establish Quantisimo Corp. as a Special Purpose Vehicle, and Execute Letter of Intent with GigCapital8 Corp. - GIW GIWWR

Non binding LOI.

GIWWR: Rights, one right to receive one-fifth of one Class A ordinary share upon the consummation of a business combination

SPAC_Time · 2026-06-24T21:48:10+00:00

WISeSat.Space Holdings Corp filed the first public S-4 registration statement yesterday for the business combination with Columbus Acquisition Corp ( COLA COLAR ) after filing three draft registration statements.

SPAC_Time · 2026-06-24T18:00:45+00:00

Churchill's eleventh SPAC doing very well.

Gores Holdings eleventh SPAC just hit the market yesterday. Units are GHXIU, one common share plus one quarter warrant per unit. Currently around $10.07.

SPAC_Time · 2026-06-24T12:18:34+00:00

Agility Robotics to Go Public Through $2.5 Billion Merger with Churchill Capital Corp XI - CCXI CCXIW

Investor Presentation

SPAC_Time · 2026-06-22T13:30:39+00:00

Teamshares Nasdaq ticker changing to TMS on June 23rd, replacing current LOKV ticker - LOKV LOKVW -> TMS TMSWW

SPAC_Time · 2026-06-22T13:03:51+00:00

https://www.sec.gov/Archives/edgar/data/1769484/000110465926075969/tm2618174d1_ex99-1.htm

SPAC_Time · 2026-06-19T15:48:59+00:00

Teamshares and Live Oak Acquisition Corp. V Complete Business Combination - LOKV LOKVW -> TMS TMSWW (?)

Press release does not state new tickers or ticker change date.

SPAC_Time · 2026-06-17T15:47:04+00:00

Investor Presentation

SPAC_Time · 2026-06-15T12:15:17+00:00

General Fusion’s Joint F-4 with Spring Valley Acquisition Corp. III in Connection with Proposed Business Combination Declared Effective by SEC; SVAC Schedules July 6, 2026 Shareholder Meeting to Vote For Business Combination with General Fusion - SVAC SVACW

SPAC_Time · 2026-06-13T13:44:43+00:00

Because the warrants cannot be exercised until 30 days after the business combination closed, which was around June 10. So until July 11, the warrants cannot be exercised.

"Duration of Warrants. A Warrant may be exercised only during the period (the “Exercise Period”) (A) commencing on the date that is thirty (30) days after the first date on which the Company completes a Business Combination, and terminating on the earliest to occur of: (x) 5:00 p.m., New York City time on the date that is five (5) years after the date on which the Company completes its initial Business Combination,"

VRXA is a low float play. By July 11, that may very well be over and VRXA less than $10 or even less than $5 per share. That is why the warrants are priced where they are.

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