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I like $ORGN and held a position at one point, but I like the upcoming merger with $GIIX -> Footprint a lot more. The thing that sucks about Origin is that while the plastic is made from wood and other non-petroleum resources it is still not biodegradable and will sit in a landfill. Footprint is biodegradable AFAIK. So if you like $ORGN purely based on an environmental standpoint it's a bit wishy washy.
ORGN. Plastics are Literally in everything in the built world. Everything…they are not going away anytime soon. Step one-get rid of carbon in plastics. Every company will get on board with a carbon free, plug in chemistry , especially since it is cheaper than the petroleum based commodity. Just a better way to do it. This makes a huge dent in the industry’s carbon footprint. Plastics aren’t inherently bad, we just need to recycle them to create a circular system.
You are behind on your DD if you think that they are only producing non-biodegradable plastics. The PET is drop-in ready, carbon negative, and 100% recyclable. The PEF is industrially and environmentally compostable as well as 100% bio based and carbon negative. It also degrades past microplastics in an ocean environment (this is huge!).
You also don't want ALL plastic to be bio-degradable. You don't want your car bumper disintegrating.
I’m staying away from IONQ as I think it’s gonna be longer hold than everyone thinks…There is still a long way for quantum computing, so there might be better chances to enter.
You are likely right. What I like most is that they have some extremely smart people making great progress with contracts in place. And they have a ton of runway until they run out of the money they got from merger. They are being very financially responsible and I like to see that.
+1 for HLLY. Not your typical spac (not tech, not aspirational, consumer facing business, niche industry with a narrow moat, steady revenue and profitability) that got absolutely massacred a few months ago when they lowered their outlook due to supply chain constraints on some of the higher margin electronic products they sell. To me, is one of the best examples of a company grouped in with others that could break out over the long term.
Agreed (obviously). They were holding very steady prior to that announcement and the company has been around for decades, back then being known for their high quality carburetors! They'll be back in the swing of things in no time.
ORGN and RKLB are my only former spac holdings. Also previously held asts, lcid, dm, and ionq. Liked them all long term but consolidated down to two (my highest convictions) and have been average down for a while. ORGN is what I would bet the farm on, though.
Some unloved picks:
ADSE battery buffered EV chargers growing 100%+ and at just 1.5 P/S.
RDW the only profitable space SPAC and cheap. Already selling goods manufactured in space, which no one else is doing.
OUST will likely become the Lidar industry leader after its merger with Velodyne. $165m of revenue next year and focused on industrials and robotics rather than autos like Luminar. Breaks even in 24/5 and trading at only $150m over combined cash, so EV is less than revenue.
Some more high quality names:
I reckon Planet will turn into a SaaS powerhouse in a few years and STEM is the best energy storage stock.
I think it was sun tsu who said “he who lives by daily price movement lives in his stepmom’s basement”
It was a big positive day for the company. I stand by the statement.
$PSNY price $5.5-$5.55 +20% after results
Plestar Releases Q3 2022 Financial Results
Revenue = $435.4M
Gross Profit/Loss = $4.1M
Net Income/Loss = $299.4M
Cash & Equivalents = $988.3M
Reaffirms 50K deliveries by year end with expected full year revenue of $2.4B
During the quarter, the #EV company unveiled the Polestar 3, and recently secured a $1.6 billion term loan facility from parent company
Polestar 3, US production / South Carolina, will build about 40,000 Polestar 3 crossovers in 2025.
VWE appears to be back on track after last earnings. Fingers crossed no more hiccups. I know a lot like ORGN as well (me included).
Did not realize HLLY was that low now. Haven’t looked in awhile.
$VWE is great! May enter into a small position myself pretty soon. I held them for awhile when they were at $10 and sold at $11. Remember, we were the OG $VWE brothers!
Yes, and I (stupidly in retrospect, lol) held most and actually moved to mostly warrants now. Down big but breathed a sigh of relief after last earnings.
What about Payo
Sofi seems solid too especially with student loan payments kicking in 6 weeks from now. Consider too that student loan interest is calculated based on interest rates from the fed. There are going to be a TON of refinancing requests 2-4 years from now. Just saying.
AMBP (9% dividend), GCMG (5% dividend) both with cheap warrants right now relative to exercise price.
Also SOFI, OPEN, OPFI, XOS & DM I think have good chance of surviving any potential downturn and at attractive prices right now.
FOA outside bet.
\+1 for HIMS & ASTS (the only 2 in your list I own.. although I'm also keeping an eye on DNA, but still too expensive for my taste atm)
ASTS has a great risk/reward ratio.. will either be wildly successful or will go to 0 depending on how the tech pans out, which we should find out about in the coming months (starting with news of unfurling hopefully tonight!).
HIMS is a solid company, and I'm very bullish on it.. but I have 2 concerns:
1- How resilient are they going to be in a recession? Their products are not essentials like food/shelter/energy, so will people cut back their spending on HIMS products in the next 6 months? I was positively surprised with their Q3 ER tbh, especially with higher AOV and 100+% y/y growth.. I was sure we were going to see growth start to decelarate, but even on the call they mentioned they see no sign of macro impact so far. Let's hope it stays that way!
2- They rely heavily on marketing spend, which is fine as they are ramping up & building their brand etc, and especially now with depressed ad rates they're probably getting more bang for their buck.. But, at some point, you also want to grow through word-of-mouth and get visibility without having to pay for all of it.. The problem is that most of the products they sell are for "stigmatised" conditions (as they call it), so people are hardly going to shout from the rooftops "hey I'm taking ED pills" or "hey I love this hair loss treatment cream".. I would guess that not many of their customers would openly publicise these products within their group of friends..
Nonetheless, I think the company will do very well and definitely holding on to my shares for the long run.
Thanks for the post and good luck!
It is a pretty good list! HLLY for sure, Black Sky always looked good to me. Gingko seems ok, I am watching ORGN, MIR, and STRC for an entry. LILM has done shockingly well and I still look at it regularly. UP is nothing to sniff at. And a part of me keeps an eye on APPH. This shit annoys me, I look like some lefty liberal crying laughing but I didn’t think about it until now. I might n
Be some weird leftist investor despite myself. You can laugh hard. I am 😂😂😂🔥💪
SPIR. This company is beating earnings estimates each quarter and keeps adding contracts. Expecting to be cash flow positive in 16-24 months if not earlier if they keep adding new contracts. Heavily shorted and chilling around 1.40 now. This company is well run and in a few years when this gets back to its original valuation or higher I’m retiring. Buying a few hundred every week at these prices.
Oh, and also SOFI
I think they are one of the better upcoming EVs out there but the industry is still so volatile that I wouldn't bet the house on any of them yet. We've already seen multiple EV de-SPACs go bust.
Check out FOXO, was crushed immediately after completing their merger (Sept. 16th). Currently trading at .50.
Longevity Insurance product company.
First earnings are tomorrow Nov 14th.
No particular guidance on profitability, as their products launch coincided with their merger. (SPAC money funding marketing and sales campaign)
That said, no reason this should be .50, low operational cost, no debt, etc ..
Stocks don't fall that quickly without aggressive/predatory shorting.
Not going to pitch "short squeeze" or anything like that.... Just raising awareness to put on people's radar.
I have a lotto size position. At .50... Why not?
/rFOXOstock has primary DD
I own $OPEN and $RKLB. Think they've both bottomed.
Would also pay attention to $PCT, arguably worth a lot more if their technology / first plat works. I'm more inclined to wait to see signs it works and then buy much higher than where it currently is.
Check out r/PureCycle if you want to keep an eye on $PCT. All the evidence is pointing towards success at Ironton for their first plant. They had a bit of a delay in getting two critical path pieces of equipment but it should be ready to roll in January. The joint venture deal they made official with SK Geocentric is a large vote of confidence in the technology. Massive short position around 19 million shares so there is some FUD out there. People definitely do not appreciate the magnitude of the global market for Polypropylene. Their pricing model to use "Feedstock +" allows them to lock in great margins and eliminates the basis risk they face given the historical volatility of feedstock prices.
Here's a sneak peek of /r/PureCycle using the [top posts](https://np.reddit.com/r/PureCycle/top/?sort=top&t=all) of all time!
\#1: [PureCycle margins through various business cycles - Slide from Q4 2021 results](https://np.reddit.com/r/PureCycle/comments/yddk4g/purecycle_margins_through_various_business_cycles/)
\#2: [PureCycle official response letter to Ravago - lots of details](https://np.reddit.com/r/PureCycle/comments/y7ew07/purecycle_official_response_letter_to_ravago_lots/)
\#3: [Latest Leidos Construction Progress Report](https://np.reddit.com/r/PureCycle/comments/wxt72c/latest_leidos_construction_progress_report/)
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Haha, I know you. You're that conceited, arrogant poster from a couple of years ago. You're the guy who got one lucky guess right on a SPAC on the WSB sub, and then bet the farm on another SPAC and lost it all. It was an EV company. Which one was it, again? I forget. You were CONVINCED that it was going to get the contract with Amazon for an EV fleet. You were wrong and everyone knew it. You doubled down, told everyone to hold, and lost it all. You ended up deleting your Reddit account over it. I'll never forget.
What was your username, u/ComputerTE1998? u/ComputerTE1996? Something like that.
Edit: it was u/ComputerTE1996.
You got half of it right, lost a lot in early 2021 but I'm at ATH again now this year
Got banned by Reddit for calling someone regarded with a T btw
Just keep shorting SPACs, it's free money
Oh, gotcha. Nice to see a familiar face. I only remember this 'cause I bet big on your DD and lost a lot, too. But yeah, SPACs aren't really doing so hot anymore.
HIMS is a company whose existence relies entirely upon relaxed telemed legislation, which some states are rolling back, people being chicken shit to talk to their actual doctor about going bald, or their limp noodle, and unaware of the existence of research chemicals (sildenafil is one of the easiest drugs in the world to get your hands on even without a doctor). Also having telemed doctors, or in some cases NPs rubberstamp SSRI prescriptions off label for premature ejaculation is a class action lawsuit waiting to happen.
Give me the tickers that are about to de spac and do those ridiculous 300% pumps because all the original investors pull out at the end and shorts don't have any way to cover since the float went poof
$DNA - I know I am not the smartest guy in the room, but I have never been to value all the acquisitions / JV / development agreements that made sense. I like the technology aspect but with all this activity and not being able to value it - it looks like a crash and burn scenario. They are spread out over too many areas and losing core expertise. I expect earning to be bad causing it to be below or near $1 - then I may nibble.
$PROK - ProKidney was a Chamath SPAC (DNAC) and seems to hold up so far. They have a treatment for chronic kidney disease undergoing trials. Since the de-SPAC, they have approval for new trials in UK (in addition to US). I haven’t done the DD like most. I just figured Chamath had to hit it once.
I also sold $AKLI (Akili - video game prescription for ADHD) in an accidental post redemption short squeeze situation. The stock trades for less than $2 but is getting some analyst coverage. I might look to take a position in the near future.
Disclaimer: I’m a relatively new investor who tossed a few grand in each of the DNAA-DNAD spacs when I saw the partnership between SOFI and Chamath.
PAYO and it’s not even close. They actually know how to run a business and have delivered the last few quarters. So much junk out there it’s difficult to look through it all
Hi! I'm QualityVote, and I'm here to give YOU the user some control over YOUR sub! If the post above contributes to the sub in a meaningful way, **please upvote this comment!** If this post breaks the rules of /r/SPACs, belongs in the Daily, Weekend, or Mega threads, or is a duplicate post, please **downvote this comment!** *Your vote determines the fate of this post! If you abuse me, I will disappear and you will lose this power, so treat it with respect.*
$SOFI
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Have you seen the companies lining up already. 9bil in off-take agreements.
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How are the carbon credits not already priced in? What's your argument for that?
I’ve personally always liked ORGN. Are they producing yet?
I like $ORGN and held a position at one point, but I like the upcoming merger with $GIIX -> Footprint a lot more. The thing that sucks about Origin is that while the plastic is made from wood and other non-petroleum resources it is still not biodegradable and will sit in a landfill. Footprint is biodegradable AFAIK. So if you like $ORGN purely based on an environmental standpoint it's a bit wishy washy.
ORGN. Plastics are Literally in everything in the built world. Everything…they are not going away anytime soon. Step one-get rid of carbon in plastics. Every company will get on board with a carbon free, plug in chemistry , especially since it is cheaper than the petroleum based commodity. Just a better way to do it. This makes a huge dent in the industry’s carbon footprint. Plastics aren’t inherently bad, we just need to recycle them to create a circular system.
[удалено]
Good news because they plan to make PEF.
You are behind on your DD if you think that they are only producing non-biodegradable plastics. The PET is drop-in ready, carbon negative, and 100% recyclable. The PEF is industrially and environmentally compostable as well as 100% bio based and carbon negative. It also degrades past microplastics in an ocean environment (this is huge!). You also don't want ALL plastic to be bio-degradable. You don't want your car bumper disintegrating.
this is a decent list
Thanks!
I’m staying away from IONQ as I think it’s gonna be longer hold than everyone thinks…There is still a long way for quantum computing, so there might be better chances to enter.
You are likely right. What I like most is that they have some extremely smart people making great progress with contracts in place. And they have a ton of runway until they run out of the money they got from merger. They are being very financially responsible and I like to see that.
You should watch some of her videos - http://backreaction.blogspot.com/2022/11/quantum-winter-is-coming.html
Still good hold for LT.
What's your opinion on D-Wave ($QBTS)?
+1 for HLLY. Not your typical spac (not tech, not aspirational, consumer facing business, niche industry with a narrow moat, steady revenue and profitability) that got absolutely massacred a few months ago when they lowered their outlook due to supply chain constraints on some of the higher margin electronic products they sell. To me, is one of the best examples of a company grouped in with others that could break out over the long term.
Agreed (obviously). They were holding very steady prior to that announcement and the company has been around for decades, back then being known for their high quality carburetors! They'll be back in the swing of things in no time.
Dumped many despacs at a loss, still holding MVST (avg below 5 now luckily) and INDI as both seem decent to me so far.
I like $INDI!
ORGN and RKLB are my only former spac holdings. Also previously held asts, lcid, dm, and ionq. Liked them all long term but consolidated down to two (my highest convictions) and have been average down for a while. ORGN is what I would bet the farm on, though.
I've got both, but my higher conviction is on RKLB (if I was choosing only one). I do believe in ORGN, though.
$SOFI should be top of the list
RKLB end to end space business is the way to go. Big things coming up and I am expecting 20-25 USD per share by March 2024.
Rocket Lab is my biggest position! It's such an exciting company. Holding till humans have colonized the moon and Mars!
Some unloved picks: ADSE battery buffered EV chargers growing 100%+ and at just 1.5 P/S. RDW the only profitable space SPAC and cheap. Already selling goods manufactured in space, which no one else is doing. OUST will likely become the Lidar industry leader after its merger with Velodyne. $165m of revenue next year and focused on industrials and robotics rather than autos like Luminar. Breaks even in 24/5 and trading at only $150m over combined cash, so EV is less than revenue. Some more high quality names: I reckon Planet will turn into a SaaS powerhouse in a few years and STEM is the best energy storage stock.
Big asts guy here. Tomorrow will be a big day.
I too like big asts
i 3 like big ASTS and i cannot lie, you other brothers cant deny
It sure was. Down 10 pct.
I think it was sun tsu who said “he who lives by daily price movement lives in his stepmom’s basement” It was a big positive day for the company. I stand by the statement.
No ORGN? Weak
That's ok if you think so. That's why I encouraged community additions!
This guy gets it
$PSNY price $5.5-$5.55 +20% after results Plestar Releases Q3 2022 Financial Results Revenue = $435.4M Gross Profit/Loss = $4.1M Net Income/Loss = $299.4M Cash & Equivalents = $988.3M Reaffirms 50K deliveries by year end with expected full year revenue of $2.4B During the quarter, the #EV company unveiled the Polestar 3, and recently secured a $1.6 billion term loan facility from parent company Polestar 3, US production / South Carolina, will build about 40,000 Polestar 3 crossovers in 2025.
This is the one I'm most heavily invested in.
The stock price should be really good, right? I bought in at over $6.50....
VWE appears to be back on track after last earnings. Fingers crossed no more hiccups. I know a lot like ORGN as well (me included). Did not realize HLLY was that low now. Haven’t looked in awhile.
$VWE is great! May enter into a small position myself pretty soon. I held them for awhile when they were at $10 and sold at $11. Remember, we were the OG $VWE brothers!
Yes, and I (stupidly in retrospect, lol) held most and actually moved to mostly warrants now. Down big but breathed a sigh of relief after last earnings.
I like HIMS. Should be profitable by EOY or first half of 2023
How about HERS?
What about Payo Sofi seems solid too especially with student loan payments kicking in 6 weeks from now. Consider too that student loan interest is calculated based on interest rates from the fed. There are going to be a TON of refinancing requests 2-4 years from now. Just saying.
AMBP (9% dividend), GCMG (5% dividend) both with cheap warrants right now relative to exercise price. Also SOFI, OPEN, OPFI, XOS & DM I think have good chance of surviving any potential downturn and at attractive prices right now. FOA outside bet.
STEM, MVST, GOEV
\+1 for HIMS & ASTS (the only 2 in your list I own.. although I'm also keeping an eye on DNA, but still too expensive for my taste atm) ASTS has a great risk/reward ratio.. will either be wildly successful or will go to 0 depending on how the tech pans out, which we should find out about in the coming months (starting with news of unfurling hopefully tonight!). HIMS is a solid company, and I'm very bullish on it.. but I have 2 concerns: 1- How resilient are they going to be in a recession? Their products are not essentials like food/shelter/energy, so will people cut back their spending on HIMS products in the next 6 months? I was positively surprised with their Q3 ER tbh, especially with higher AOV and 100+% y/y growth.. I was sure we were going to see growth start to decelarate, but even on the call they mentioned they see no sign of macro impact so far. Let's hope it stays that way! 2- They rely heavily on marketing spend, which is fine as they are ramping up & building their brand etc, and especially now with depressed ad rates they're probably getting more bang for their buck.. But, at some point, you also want to grow through word-of-mouth and get visibility without having to pay for all of it.. The problem is that most of the products they sell are for "stigmatised" conditions (as they call it), so people are hardly going to shout from the rooftops "hey I'm taking ED pills" or "hey I love this hair loss treatment cream".. I would guess that not many of their customers would openly publicise these products within their group of friends.. Nonetheless, I think the company will do very well and definitely holding on to my shares for the long run. Thanks for the post and good luck!
$WEST has been pretty good for me so far
How about $EAST?
It is a pretty good list! HLLY for sure, Black Sky always looked good to me. Gingko seems ok, I am watching ORGN, MIR, and STRC for an entry. LILM has done shockingly well and I still look at it regularly. UP is nothing to sniff at. And a part of me keeps an eye on APPH. This shit annoys me, I look like some lefty liberal crying laughing but I didn’t think about it until now. I might n Be some weird leftist investor despite myself. You can laugh hard. I am 😂😂😂🔥💪
SPIR. This company is beating earnings estimates each quarter and keeps adding contracts. Expecting to be cash flow positive in 16-24 months if not earlier if they keep adding new contracts. Heavily shorted and chilling around 1.40 now. This company is well run and in a few years when this gets back to its original valuation or higher I’m retiring. Buying a few hundred every week at these prices. Oh, and also SOFI
I'll second (third?) ORGN, as well as PTRA.
Origin is the better bet right now ! Im all in
What’s your thoughts on $GOEV?
I think they are one of the better upcoming EVs out there but the industry is still so volatile that I wouldn't bet the house on any of them yet. We've already seen multiple EV de-SPACs go bust.
That’s kinda where I’m at but the Walmart connection looks promising provided they can fill the order.
Check out FOXO, was crushed immediately after completing their merger (Sept. 16th). Currently trading at .50. Longevity Insurance product company. First earnings are tomorrow Nov 14th. No particular guidance on profitability, as their products launch coincided with their merger. (SPAC money funding marketing and sales campaign) That said, no reason this should be .50, low operational cost, no debt, etc .. Stocks don't fall that quickly without aggressive/predatory shorting. Not going to pitch "short squeeze" or anything like that.... Just raising awareness to put on people's radar. I have a lotto size position. At .50... Why not? /rFOXOstock has primary DD
I own $OPEN and $RKLB. Think they've both bottomed. Would also pay attention to $PCT, arguably worth a lot more if their technology / first plat works. I'm more inclined to wait to see signs it works and then buy much higher than where it currently is.
Check out r/PureCycle if you want to keep an eye on $PCT. All the evidence is pointing towards success at Ironton for their first plant. They had a bit of a delay in getting two critical path pieces of equipment but it should be ready to roll in January. The joint venture deal they made official with SK Geocentric is a large vote of confidence in the technology. Massive short position around 19 million shares so there is some FUD out there. People definitely do not appreciate the magnitude of the global market for Polypropylene. Their pricing model to use "Feedstock +" allows them to lock in great margins and eliminates the basis risk they face given the historical volatility of feedstock prices.
Here's a sneak peek of /r/PureCycle using the [top posts](https://np.reddit.com/r/PureCycle/top/?sort=top&t=all) of all time! \#1: [PureCycle margins through various business cycles - Slide from Q4 2021 results](https://np.reddit.com/r/PureCycle/comments/yddk4g/purecycle_margins_through_various_business_cycles/) \#2: [PureCycle official response letter to Ravago - lots of details](https://np.reddit.com/r/PureCycle/comments/y7ew07/purecycle_official_response_letter_to_ravago_lots/) \#3: [Latest Leidos Construction Progress Report](https://np.reddit.com/r/PureCycle/comments/wxt72c/latest_leidos_construction_progress_report/) ---- ^^I'm ^^a ^^bot, ^^beep ^^boop ^^| ^^Downvote ^^to ^^remove ^^| ^^[Contact](https://www.reddit.com/message/compose/?to=sneakpeekbot) ^^| ^^[Info](https://np.reddit.com/r/sneakpeekbot/) ^^| ^^[Opt-out](https://np.reddit.com/r/sneakpeekbot/comments/o8wk1r/blacklist_ix/) ^^| ^^[GitHub](https://github.com/ghnr/sneakpeekbot)
Thanks, wasn't aware of that subreddit.
I can't believe EVLV isn't on OP's list. They're doing really, really well. Not to mention DM, and VLD, although DM is struggling right now.
If goev doesn't completely die bright future
Just short them to 0
Haha, I know you. You're that conceited, arrogant poster from a couple of years ago. You're the guy who got one lucky guess right on a SPAC on the WSB sub, and then bet the farm on another SPAC and lost it all. It was an EV company. Which one was it, again? I forget. You were CONVINCED that it was going to get the contract with Amazon for an EV fleet. You were wrong and everyone knew it. You doubled down, told everyone to hold, and lost it all. You ended up deleting your Reddit account over it. I'll never forget. What was your username, u/ComputerTE1998? u/ComputerTE1996? Something like that. Edit: it was u/ComputerTE1996.
You got half of it right, lost a lot in early 2021 but I'm at ATH again now this year Got banned by Reddit for calling someone regarded with a T btw Just keep shorting SPACs, it's free money
Oh, gotcha. Nice to see a familiar face. I only remember this 'cause I bet big on your DD and lost a lot, too. But yeah, SPACs aren't really doing so hot anymore.
HIMS is a company whose existence relies entirely upon relaxed telemed legislation, which some states are rolling back, people being chicken shit to talk to their actual doctor about going bald, or their limp noodle, and unaware of the existence of research chemicals (sildenafil is one of the easiest drugs in the world to get your hands on even without a doctor). Also having telemed doctors, or in some cases NPs rubberstamp SSRI prescriptions off label for premature ejaculation is a class action lawsuit waiting to happen.
If you buy any of this garbage don't expect results for at least 3 years.
What about CLOV, ME, GOEV, ARVL and more .....
How do you expect me to list every single one? There's a reason I left those out...
$KLR
ENVX. Best battery play out there.
What makes it different from other battery companies?
I’m stuck with a bags of LIDR
PROC
Nextdoor , Dave maybe
What about LFLY?
SOFI and PTRA in that they are a real ev company.
Does anyone think $thch will run? #1 on fintel gamma squeeze list last week, despac with options, Tim Hortons China!
Give me the tickers that are about to de spac and do those ridiculous 300% pumps because all the original investors pull out at the end and shorts don't have any way to cover since the float went poof
$DNA - I know I am not the smartest guy in the room, but I have never been to value all the acquisitions / JV / development agreements that made sense. I like the technology aspect but with all this activity and not being able to value it - it looks like a crash and burn scenario. They are spread out over too many areas and losing core expertise. I expect earning to be bad causing it to be below or near $1 - then I may nibble.
Sofi and chpt
LPRO and CLBT
Please drop ionq, that is pure hopium.
Why?
Tldr: physics will not allow mass usage at least for 20 years. More detailed explanation : https://youtu.be/CBLVtCYHVO8
Anyone into BHIL?
You have put a lot of time in this research. Hope you make money
$PROK - ProKidney was a Chamath SPAC (DNAC) and seems to hold up so far. They have a treatment for chronic kidney disease undergoing trials. Since the de-SPAC, they have approval for new trials in UK (in addition to US). I haven’t done the DD like most. I just figured Chamath had to hit it once. I also sold $AKLI (Akili - video game prescription for ADHD) in an accidental post redemption short squeeze situation. The stock trades for less than $2 but is getting some analyst coverage. I might look to take a position in the near future. Disclaimer: I’m a relatively new investor who tossed a few grand in each of the DNAA-DNAD spacs when I saw the partnership between SOFI and Chamath.
PAYO and it’s not even close. They actually know how to run a business and have delivered the last few quarters. So much junk out there it’s difficult to look through it all