93 episodes

Market analysis and commentary focused on the SPAC market you can only get here.

SPACInsider spacinsider

    • Business
    • 5.0 • 4 Ratings

Market analysis and commentary focused on the SPAC market you can only get here.

    DevvStream Co-Founder/CEO Sunny Trinh & Carl Stanton, CEO of Focus Impact (FIAC)

    DevvStream Co-Founder/CEO Sunny Trinh & Carl Stanton, CEO of Focus Impact (FIAC)

    SPACs have brought a number of sustainability companies to market, but the economics of carbon credits have always been on the edge of those specific opportunities.
    Focus Impact Acquisition Corp. (NASDAQ:FIAC) aims to change that with its $213 million combination with DevvStream, a Canadian company focused on generating carbon credits with proprietary technology-based approaches.
    This week, we speak with Sunny Trinh, co-founder and CEO of DevvStream and Carl Stanton, CEO of Focus Impact.
    Sunny explains how DevvStream has worked to build confidence in carbon assets by consulting its wide pipeline of clients on getting better and more measurable impacts out of projects.
    And Carl tells us why he believes DevvStream’s operational efficiencies and capital-light model make it a unique play on the carbon market and a more stable fit for the current market conditions.
     

    • 36 min
    Sky Harbour CFO Francisco Gonzalez

    Sky Harbour CFO Francisco Gonzalez

    SPAC deals have provided a variety of ways to try and ride the growth in the private aviation space. One of the most successful so far has been to approach it not through the aircraft or sales of flights, but as an infrastructure play.
    This week, we speak with Francisco Gonzalez, CFO of private hangar operator Sky Harbour (NYSE:SKYH).
    Francisco explains why he believes Sky Harbour has traded consistently up from its valuation in its $777 million combination with Yellowstone two years ago.
    Why are hangars such a high-demand and profitable part of the aviation space? And how has Sky Harbour gained investor confidence in its plans yet to come while much of the industry faces skepticism?
     

    • 28 min
    Stardust Power CEO Roshan Pujari and Global Partner II (GPAC) CEO & Chairman Chandra Patel

    Stardust Power CEO Roshan Pujari and Global Partner II (GPAC) CEO & Chairman Chandra Patel

    Spot lithium prices may be down, but Stardust Power believes that makes now an even more important time to build new US-based lithium refineries.
    This week, we speak with Roshan Pujari, Co-founder and CEO of Stardust Power and Chandra Patel, CEO and Chairman of Global Partner Acquisition Corp. II (NASDAQ:GPAC).
    The two announced a $490 million business combination in November of 2023.
    Roshan explains how its plans to build its lithium refinery in Oklahoma are progressing and why he believes the company’s methods should command a premium for its resources.
    Chandra meanwhile tells us how his team is working through a dealmaking playbook involving both SPAC IPOs and those that they can take over post-IPO like Global Partner II.
     

    • 21 min
    Abpro Chairman & CEO Ian Chan and Shahraab Ahmad, Chairman & CEO of Atlantic Coastal II

    Abpro Chairman & CEO Ian Chan and Shahraab Ahmad, Chairman & CEO of Atlantic Coastal II

    Developing new medical treatments takes time and money, which is generally where investors come in. But, Abpro has managed to resolve many of those questions before SPAC investors will join the show.
    This week, we speak with Abpro Chairman and CEO Ian Chan and Shahraab Ahmad, Chairman and CEO of Atlantic Coastal Acquisition Corp II (Nasdaq: ACAB). The two announced a $500 million combination in January.
    Shahraab explains how Abpro came onto Atlantic Coastal II’s radar after the SPAC had originally been fishing in the mobility space, and why the particularities of its capital needs could be a fit for the current market conditions.
    Ian also walks through Abpro’s clinical path moving forward and how it can use a mix of its internal discovery engines and M&A to expand its portfolio.
    Ian also walks through Abpro’s clinical path moving forward and how it can use a mix of its internal discovery engines and M&A to expand its portfolio.
     

    • 24 min
    Solidion and Nubia Brand International CEO Jaymes Winters

    Solidion and Nubia Brand International CEO Jaymes Winters

    Not all SPAC officers get involved in order to ride the process all the way to a seat as CEO of the combined company, but Jaymes Winters walks us through his journey of how he started Nubia Brand International Corp as a newcomer to the asset class and why he is now leading its target company, Solidion (Nasdaq: STI).
    This week we’ll speak with Jaymes about the changing set of options SPACs have at their disposal to raise funding and find a deal the market can appreciate in the current climate.
    And, how Solidion has the potential to bring greener, US-based materials to the EV battery space after its SPAC-led spinoff from the Global Graphene Group.

    • 32 min
    Abacus Life Chairman and CEO Jay Jackson

    Abacus Life Chairman and CEO Jay Jackson

    Should de-SPAC’d companies consider buying back their shares rather than making offers for their warrants? Abacus Life (NASDAQ:ABL) believes the answer is yes.
    This week, we catch up with with Abacus Life Chairman and CEO Jay Jackson. He tells us why he thinks his company’s stock has managed to perform well in the six months since closing its SPAC combination and why he has taken the unorthodox decision to buy back shares rather than deal immediately with Abacus Life’s warrant overhang.
    We also discuss the future of the company’s business of acquiring life insurance policies and how it is now engaging directly with policy holders and the insurance issuers as clients.
    With many years at work investing in such policies, what has the data told Abacus Life about longevity and long-term health itself?
     

    • 34 min

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