A Weekly Update on Special Situations
  • Kaltura $KLTR confirmed receipt of an unsolicited proposal from Panopto.

  • Spirit $SAVE terminated its merger with Frontier $ULCC, agreed to buyout from JetBlue $JBLU.

  • Vnet Group $VNET MBK Partners reportedly considering making a bid above $8/share proposal VNET previously received.

  • ATN International $ATNI reportedly hired Goldman Sachs and is exploring a sale.

  • Radware $RDWR reportedly a takeover target for CrowdStrike $CRWD.

  • Vizio $VZIO subject of takeover interest from Comcast $CMCSA.

  • PayPal $PYPL gained on reports that Elliott Management took a stake in the company.

  • 3M $MMM announced plan to spin-off its health care business.

  • Labcorp $LH announced the spin-off of its clinical development business from its core lab and diagnostics business.
Bogdan's avatar
$32.2m follower assets
SPACs and IPOs July 2021
$ISOS — @bowlerobowl, the “world’s largest owner/operator of bowling centers + PBA”
$KVSB — @nextdoor, the “neighborhood network”
$CFV — @satellogic, a “leader in satellite earth imagery”
$ATHN — @heliogeninc, a “leading provider of AI-enabled concentrated solar energy”
$DMYQ — @planet, an “earth data and analytics company”
$CND — @circlepay, a “global financial technology firm that provides payments and treasury infrastructure”
$HCAQ — @hyperfine, “creator of the innovative portable MRI device” and @liminalsciences, “non-invasive brain monitoring”
$HCCC — @alphataumedical, the “developer of the pioneering alpha-radiation cancer therapy Alpha DaRT”
$FPAC@bullish, a “technology company focused on developing financial services for the digital assets sector”
$LCAP — @discovermsp, a “leader in data-driven solutions, recovering improperly paid benefits on behalf of Medicare, Medicaid and Commercial Payers”
$IVAN — SES, a “lithium-metal battery supplier for electric vehicles”
$CBAH — Altus Power, a “market-leading clean electrification company”
$LGV — @heartflow, the “leader in precision heart care”
$RTPY — @aurora_inno, the “self-driving technology company”
$PFDR — @servicemax, a “leader in field service management SAAS”
$ATMR — @studiofathom, an “on-demand manufacturing leader”
$IIAC — @zegna, a “leading global luxury group”
$ENNV — @fastradius, a “first-of-its-kind cloud manufacturing and digital supply chain company”
$CPSR — Gelesis, a “consumer-focused biotherapeutics company and maker of Plenity”
$OCA — @kinsured, the “only pure-play direct-to-consumer home insurance tech company”
$VELO — @bbq_guys, a “leading online grilling and outdoor living e-commerce platform”
$XPDI — @core_scientific, the “largest blockchain hosting provider and digital asset miner in North America”
$MDH — @olivecoverage & @paylinkdirect, the “leader in payment services & online vehicle protection plans”
$DGNS — @cvent, a “leading enterprise event technology provider”
$BTNB — @sgpropertyguru, “Southeast Asia’s leading digital property marketplace group”.

Jul 21, $PYCR | Paycor
Jul 21, $KLTR Kaltura
Jul 23, $OB | Outbrain
Jul 28 $DUOL | Duolingo
Jul 29 $HOOD | Robinhood

Bogdan's avatar
$32.2m follower assets
IPO & SPAC Announcements in April 2021
Following the interest in these two topics, I'm coming back with two names that might be of interest to all of you.

1 $COMP Compass | S1
1 $KLTR Kaltura
14 $COIN| Coinbase
15 TSP TuSimple Holdings
15 $APP | Applovin | S1
21 $PATH | UiPath
21 $DV | DoubleVerify

Confirmed deals
$ROT — @sarcos_robotics, a “leader in the development of robots that augment humans”
$MUDS — @topps, an “iconic leader in sports & entertainment products and novelty confections”
$CAHC — @lumiradx, a “next-gen point of care diagnostics testing company”
$MCAD — @better_tx, a “prescription digital therapeutics company delivering cognitive behavioral therapy to address the root causes of cardiometabolic diseases”
$RICE — Aria Energy + Archaea Energy, to create the “industry-leading renewable natural gas platform”
$TWCT — @cellebrite_ufed, the “leading intelligence solutions provider”
$AGC — Grab, the “leading super app for deliveries, mobility, and financial services in Southeast Asia”
$BCTG - Tango Therapeutics, a “biotechnology company committed to discovering and delivering the next generation of precision cancer medicines”
$DEH - Vicarious Surgical, a “next-gen robotics technology company seeking to improve cost and efficiency of surgical procedures”
$ROCC — @reservoirmedia, a “leading independent music company”
$CHFW — Surrozen, a “company pioneering targeted therapeutics that selectively activate the Wnt pathway for tissue repair and regeneration”
$VCVC REE Automotive Signs Strategic Collaboration Agreement with Magna
$DBDR — @composecure, a “leading provider of premium financial payment cards and emergent provider of crypto storage and security solutions”
$HZAC — @vividseats, a “leading concert, sports and theater ticket marketplace”
$FWAA D — @smartrentdotcom, “category-leading smart home technology for the global real estate industry”
$SEAH — Super Group, a “holding company for leading global online sports betting and gaming businesses”[
$GLEO — @shapeways, a ‘leader in digital manufacturing”
$MRAC — Enjoy Technology, a “technology-powered service platform reinventing commerce at home”
$GMII — @sonderstays, a “next-generation hospitality company”
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