SPAC-markkinat ovat näköjään heränneet ja pohjoismaiden osalta yks iso peluri teki valintansa, kun ACQ Bure SPAC ilmoitti tänään tuovansa Yubicon pörssiin 5,2 EV/Sales valuaatiolla. Kyseessä siis ruotsalainen 16-vuotias startup, joka teki viime vuonna 215MSEK voittoa.
Tuota heidän Yubikeytä tarjotaan nykyään monessa paikassa MFA-ratkaisuna ja Applekin lisäsi alkuvuodesta tuen.
Let’s wake up the zombie thread from its grave, as the SPAC market also starts showing small signs of life. Mentions have been popping up here and there.
Disclaimer:
for those to whom this market and topic are unfamiliar, I recommend avoiding
More information can be found earlier in the thread, if speculation interests you.
The market has now been more or less reset, as deadlines have been met for most. New IPOs have entered the market, but the numbers are a fraction of previous years, which is only a good thing.
I’ve previously picked statistics and graphs from Julian Klymochko and their fund updates for here.
These also show the market’s awakening after the previous bubble burst.
For example, Cantor’s merger announcement with Twenty One Capital was rewarded with a rather strong share price increase:
With blank check company Cantor Equity Partners announcing a very well-received merger with bitcoin treasury company Twenty One Capital this past week, which sent its shares skyrocketing, SPAC arbitrage is officially back:
Otherwise, M&A in the USA has been frozen:
And with new SPAC IPOs, their number and value are starting to show in the trend
Opendoor is a digital platform that simplifies buying and selling homes online. According to them, it offers an easy and fast way to handle the entire process with one service, easing various life changes or something similar.
As I understand it, Opendoor is in a bit of a tricky situation. Earnings surprised positively in the spring, but forecasts for the end of the year weakened significantly. Additionally, high interest rates and a sluggish housing market are eroding the outlook. The company also warned that third-quarter revenue would fall significantly short of expectations.
The company is trying to turn things around with new models, such as the Cash Plus service and, according to the company, a broker-friendly application. The idea is to shift towards a less capital-intensive business model, where agents bring in customers and Opendoor gets its share without taking on the full risk.
Still, the pressures remain high. There is cash, but sales are expected to decline for a long time, and earnings are projected to remain in the red. If the strategy change takes hold and cost discipline is maintained, long-term potential could still be found.
AST SpaceMobile’s earnings fell short of expectations, but long-term prospects remain strong.
The company has a strong cash position and a new contract with the U.S. government. Management emphasized growing demand and is proceeding according to plan towards multiple satellite launches by 2026.
