The Nightcap from SPAC Track

The Nightcap newsletter: SPAC Track’s nightly recap of the action in the SPAC world. (November 11, 2021)

Discover and track all of the SPACs at spactrack.net.

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Very light day today as the SEC was closed due to Veterans Day.

Thank you to all the Veterans out there!

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The Stats:

SPAC Track @SPACtrack

#SPAC Volume Leaders (11/11) $LGVC-U 16.8M* $VMGA-U 16.6M* $AGC 8.6M (+12.5%) $GGPI 6.5M $SEAH 11.9M $ASZ 5M $DCRC 2.9M $KAHC 2.7M $SBEA 2.7M $IPOF 2.5M *New IPO

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The Deals:

None today.

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Tracking De-SPAC S-1s (including PIPE resale registrations):

S-1s to see effective notices tomorrow (424B3s filed yesterday):

• Enjoy Technology (ENJY: $8.25 +0.12%)

• ESS Inc. (GWH: $15.02 -10.75%)

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IPOs to begin trading tomorrow*:

1) Integrated Rail and Resources Acquisition Corp. Announces Pricing of $200 Million Initial Public Offering (IRRX-U)

*Priced as of this writing

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New S-1s:

None today — SEC closed.

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Some Tweets to Occupy Your Time:

Daniel Johnson @DJohnson_CPA

43 de-SPACs reported earnings today from the '20-21 class. '21 guidance updates by category through Q3 (current '21 guide verse '21 SPAC projection): Raised - 22 (51% of total) Reaffirmed - 4 No update - 5 Lowered - 12 (28%)

spactrack.netDe-SPAC Earnings TrackerThe SPAC tracking resource for the everyday investor. Find the list of all SPACs (Active and Pre-IPO) along with key details.

SPAC Track @SPACtrack

The average return of the 168 De-SPACs (common shares return from IPO) that completed their mergers YTD is now +3.6%. The average return of the 64 De-SPACs that completed their mergers in 2020 is +27%.

SPAC Track @SPACtrack

CNBC 2020 Disruptor List SPAC Basket Average Return from SPAC IPO: 47% De-SPAC: $SOFI-- $22.97, $DNA/Ginkgo-- $13.48 SPAC: $AURC/Better.com-- $9.94, $AGC/Grab-- $17.06, $VPCC/Dave-- $9.99

Daniel Johnson @DJohnson_CPA

'21 CNBC Disruptor 50 list, cos. to go public via SPAC from previous lists SPACs - $IPOE @SoFi, $AURC @betterdotcom, $AGC @GrabSG, $SRNG @Ginkgo, $VGAC @23andMe, $BOWX @WeWork, $FTOC @Payoneer de-SPACs $SKLZ @skillz, $OPEN @Opendoor, $LAZR @luminartech, $BFLY @ButterflyNetInc https://t.co/7jxN5CQdcx

Stock Talk Weekly @stocktalkweekly

Happy Veterans Day to the brave ones who have given their blood & sweat / hearts & minds / souls & lives to protect & serve the people of this country and others in need around the world. Thank you.

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Upcoming Dates:

This Week’s Announced Shareholder Meetings, Unit Splits, Warrant Redemptions, Earnings, and Expected Ticker Changes

See the full calendar here.

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Thanks for reading,

SPAC Track

spactrack.net

Note: Share prices only included if 5%+ moves and for all De-SPAC PIPE entries

DISCLAIMER: The information provided in this newsletter is for your convenience only and is not intended to be treated as financial, investment, tax, or other advice.