To the Moon? Intuitive Machines
techcrunch.com/2022/09/16/intu...
https://www.intuitivemachines.com/space-infrastructure
Honestly, I groaned when this article popped up in my Google feed. Though Intuitive Machines going public via the Inflection Point Acquisition Corp SPAC could be very interesting. A quick read of Intuitive Machine's website shows the (very) long term promise of this company. They provide key services: (1) Transportation to the Moon [e.g. launch services for payloads] and on the surface (2) data and communication services (3) habitats where people would live which would be necessary for industrial activitiy & long term occupation of the lunar service. Personally, I think point #3 could be a stretch in terms of execution but services (1) and (2) alone make this one a speculative but good long-term " pick and shovels " play. Currently tracking & will open a small position at a reasonable price.
https://www.intuitivemachines.com/space-infrastructure
Honestly, I groaned when this article popped up in my Google feed. Though Intuitive Machines going public via the Inflection Point Acquisition Corp SPAC could be very interesting. A quick read of Intuitive Machine's website shows the (very) long term promise of this company. They provide key services: (1) Transportation to the Moon [e.g. launch services for payloads] and on the surface (2) data and communication services (3) habitats where people would live which would be necessary for industrial activitiy & long term occupation of the lunar service. Personally, I think point #3 could be a stretch in terms of execution but services (1) and (2) alone make this one a speculative but good long-term " pick and shovels " play. Currently tracking & will open a small position at a reasonable price.
Hyperfine is Fine with me?
Hyperfine in my opinion is diamond in the rough of the SPAC wreckage. See below for some DD from the Motley Fool and other sources:
"The Next Nano-X, but With Less Risk? | The Motley Fool" fool.com/amp/investing/2021/07...
"Our Mission, Leadership Team, Vision, and Goals: About Hyperfine | Hyperfine" hyperfine.io/about
"The Next Nano-X, but With Less Risk? | The Motley Fool" fool.com/amp/investing/2021/07...
"Our Mission, Leadership Team, Vision, and Goals: About Hyperfine | Hyperfine" hyperfine.io/about
Soaring Eagle Acquisition Corp > Ginko Bioworks
Long story short the Soaring Eagle Acquisition SPAC will acquire Ginko Bioworks which is best thought of as a "pick and shovels" play for the emerging field of synthetic biology. The valuation is a little rich imo but I plan to get a few shares.
"Ginkgo Bioworks wants to be the AWS of synthetic biology" news.yahoo.com/news/ginkgo-bio...
"Ginkgo Bioworks wants to be the AWS of synthetic biology" news.yahoo.com/news/ginkgo-bio...
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ARYA / Nautilus Biotech
ARYA and Nautilus Biotech announced their merger today. A very exciting company backed by Jeff Bezos that aims to develop software & tech to encode the proteome (protein makeup) of cells / human body. This one has kind of been under the radar but has huge potential when you think of the tech's ability to treat a variety of diseases:
geekwire.com/2021/jeff-bezos-b...
geekwire.com/2021/jeff-bezos-b...
VERB is a 4 letter word
I discovered Verb tonight. Basically it is a company that uses video and augmented reality to increase sales engagement. They even have an application that tracks customer views, interest, and purchases during live streaming sessions like another one of my penny stock favourites MOGU. Initially to me their business sounded like a bunch of buzzwords glued together but when you check out the footage of the apps on their website it's actually pretty cool.
This company's financials aren't the greatest, and the stock is very volatile. But for under $2 a share its worth taking a risk on with a few share . I see the upside and it could be tremendous.
m.benzinga.com/article/1864132...
This company's financials aren't the greatest, and the stock is very volatile. But for under $2 a share its worth taking a risk on with a few share . I see the upside and it could be tremendous.
m.benzinga.com/article/1864132...
SRAC
SRAC is spac slated to merge with Momentus in the next few months. Momentus offers last last mile satellite and cargo delivery services. Practically, they offer tugboat / delivery van services in orbit around earth. I've heard offhand that SPACEX may have some association with this company but this will require some research. I cashed in my shares of the sucky UFO space ipo to get into this high risk, high reward company:
momentus.space/company
momentus.space/company
AERI
So a friend of mine just put me on to AERI. It's a company that makes treatments for glaucoma and other eye diseases. Allegedly this one is supposed to double from its current lows to about $24 over the next few months. This is likely because they have a couple of promising drugs undergoing trials. Use this quarterly report as the start of your DD:
investors.aeriepharma.com/node...
investors.aeriepharma.com/node...
More Mogu
Mogu is one of my favorite risky Chinese gambles right now. Essentially they're a fashion company that's recently shifted its lifestyle/fashion business to a live streaming format where customers can view fashion items in real time, comment and even purchase. This company is backed by Tencent which speaks to its potential but again, it's pretty risky. See the video below for an example of their streaming service:
youtu.be/s3USHPlbPMg
youtu.be/s3USHPlbPMg
Artius Acquisition Corp
This SPAC seems to be more of a fintech play that doesn't have an acquisition target in mind. Competition in this space is tight but I feel there's plenty of room for opportunity. I'm encouraged by the backgrounds of the two managers.
1. Charles Druker is the former CEO of WorldPay a high growth fintech company
2. Boon Sim is the founder of Artius Capital and a former financier for the country of Singapore.
sec.report/Document/0001193125...
1. Charles Druker is the former CEO of WorldPay a high growth fintech company
2. Boon Sim is the founder of Artius Capital and a former financier for the country of Singapore.
sec.report/Document/0001193125...
D8 Holdings Corp
This is a brand spanking new SPAC that appears to be geared towards consumer brands. The management team David Chu and Donald Tang have extensive experience in the retail space: Chu founded Nautica. Shares + warrants will be offered with shares equaling 1 and 1/4 [someone check my math] of a share in the eventual company. The SEC filing is below:
sec.report/Document/0001213900...
sec.report/Document/0001213900...
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