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
SPACs
$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”.

IPOs
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.

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

SPACS
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”
Next
Commonstock is a social network that amplifies the knowledge of the best investors, verified by actual track records for signal over noise. Community members can link their existing brokerage accounts and share their real time portfolio, performance and trades (by percent only, dollar amounts never shared). Commonstock is not a brokerage, but a social layer on top of existing brokerages helping to create more engaged and informed investors.