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Join us as we dive deep into upcoming SPAC mergers and who we think potential SPAC acquisition targets are. Not sure what SPACs are or how to invest? Not to worry, we explain it all and get you up and running in the world of SPAC mergers, IPO's, and speculation.

12/10/2021

Ep. 9 | Real Estate SPACS: WeWork

Wework, founded in 2010 in NYC, is a rapidly growing company offering co-working space around the world. Upon a merger with Bowx Acquisition Corp. (BowX), will this be the next SPAC to take off? Join Stan and Alex for this week’s analysis. Key Takeaways: 00:15 Wework Bio 02:53 How covid plays a part 04:40 The numbers – Alex's take 06:24 The numbers – Stan's take 07:09 Meetup acquisition 10:12 Life after turning a profit 15:00 Moats 21:28 Which makes more money- Full memberships? Or physical occupancy? 29:43 The black mark... Is Adam Newman coming back? 34:03 Wework: the dividend factory? 39:00 In Summary Thanks for listening! Links: SPAC Island - Website | Twitter | Leave Us a Review | Email Us WeWork – Website | Numbers

42 min
06/10/2021

Ep. 8 | Fintech Stock: Upstart

In this episode of SPAC Island, we dive into Upstart (UPST)- a rapidly growing B2B loan vetting company that uses powerful artificial intelligence. Join us as we discuss why this might be one of the biggest stocks of the decade. 00:35 Upstart Breakdown 04:07 Is Upstart worth it? Why? 06:52 How it works 10:00 Company Leadership 12:30 The numbers 14:05 Risk Assessment 16:00 The future of Upstart 22:01 Upstart’s Competitors Links: SPAC Island - Website | Twitter | Leave Us a Review | Email Us Upstart – Website | Numbers

25 min
30/09/2021

Ep. 7 | Real Estate SPACS: Nextdoor

Nextdoor Show Notes Nextdoor, a San Francisco-based company is an app dedicated to connecting its users to others in their neighborhood. With a $4.3 billion deal, it will merge with Khosla Ventures Acquisition Co II to form the new entity, KIND. Join Stan and Alex for this deep dive into this SPAC to find out if this is a win or a flop. Key Takeaways: 00:25 Bio 03:45 The social media dilemma 09:08 Leadership 12:03 Investment Assessment 18:20 Advertising in Nextdoor 19:32 Defensibility & competition 22:06 Stan & Alex’s stance & summary Thanks for listening! Links: SPAC Island - Website | Twitter | Leave Us a Review | Email Us Nextdoor - website | investor relations

25 min
24/09/2021

Ep. 6 | Satellite SPACS: ASTS

ASTS Show Notes AST & Science (ASTS) is a company claiming to bridge the gap for all areas of the world that do not get cell service. Their goal is to create the first space-based cellular network, providing 4G & 5G speeds globally. Can this be the next big thing for cellular data? Is it feasible? Join Stan and Alex for an in-depth analysis of this company and the market around space driven cellular data! Key Takeaways: 01:00 ASTS Bio/ Aspirations 01:46 The problem to solve & company ambition 06:40 The Blue Walkers 10:25 5G speeds.. Is it possible? 16:13 The CEO, Abel Avellan 17:43 In competition with Starlink 24:24 Stan’s position 25:12 Alex’s position 27:52 In summary Thanks for listening! Links: SPAC Island - Website | Twitter | Leave Us a Review | Email Us ASTS - Website | Numbers

30 min
02/07/2021

Ep. 5 | Mining SPACs: MP vs SOAC

In this episode we discuss MP Materials ($MP) and The Metals Company ($SOAC). Demand for metal ores, especially rare earths, continues to grow as EVs (electric vehicles) become mainstream. $MP is a traditional rare earth mining operation that is already profitable with ambitions to rebuild a US supply chain. $SOAC instead is a first mover innovating in deep sea mining, scooping up metals from the ocean floor. Which company has the smartest approach? Is the market big enough for the both of them?

56 min
18/06/2021

Ep. 4 | Space SPACs: Astra vs. Rocket Lab

In this week’s episode we discuss two new space SPACS merging onto the scene: Astra (HOL) and Rocket Lab (VACQ). Astra and Rocket Lab are both small payload launch companies that are tackling the micro satellite market with their lower cost and smaller payload rockets. Astra has launched rockets to space, but has yet to get to orbit. Meanwhile, Rocket Lab has reached orbit multiple times and has implemented a partial rocket recovery system. Both companies have their eyes set on the same market and are going public via SPACs to fuel their larger ambitions.

1h 12m
04/06/2021

Ep. 3 | SPAC Speculation: AACE's Target Acquisition

Joel Marcus, a real estate mogul and biotech venture investor, helms a new SPAC - Alexandria Agtech/Climate Innovation Acquisition (AACE). Now the question is, which company will this SPAC merge with? Could it acquire one of Joel's VC firm portfolio companies like Indigo, Inari, or Greenlight Biosciences? In this episode, we'll walk you through this potential acquisition targets. Let's speculate wildly!

43 min
21/05/2021

Ep. 2 | Farming SPACs: AppHarvest vs. AeroFarm

Which is more profitable? Greenhouses or Vertical Farms? What moats can indoor farming companies have? Is indoor farming more profitable? We’ll answer these questions as we uncover which company we think is a better long-term investment: App Harvest or Aerfofarm. References: AppHarvest SPAC investor presentation - https://investors.appharvest.com/static-files/8db681b8-4ea3-452f-a3e6-3a151d8866d9Aerofarm SPAC investor presentation - https://www.aerofarms.com/wp-content/uploads/2021/05/AeroFarms-Investor-Presentation.pdf

47 min
07/05/2021

Ep. 1 | Electrical Vehicle SPACs: A Deep Dive

In this episode, we review all the past and future Electric Vehicle SPAC merger targets and companies such as Lucid Motors (CCIV), Lordstown Motors(RIDE), Canoo (GOEV), Proterra (PTRA), Xos (NGAC) and Lion Electric (LEV).

1h 34m

9 Episodes

Join us as we dive deep into upcoming SPAC mergers and who we think potential SPAC acquisition targets are. Not sure what SPACs are or how to invest? Not to worry, we explain it all and get you up and running in the world of SPAC mergers, IPO's, and speculation.

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The SPAC Guys
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9
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