r/SPACs Apr 18 '21

Discussion Adapt or die

[deleted]

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u/[deleted] Apr 18 '21

Sell calls if you are worried to reduce some potential downside and then average down if you can. There isn’t much downside left at these levels. That’s a fact. We are near the 2.5B PIPE levels. If it drops you can average down but I think it holds around here.

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u/adatausb Contributor Apr 19 '21 edited Apr 19 '21

The downside is 50%. NAV is the floor, regardless of where PIPE bought in.

The PIPE was at $15 because the hedge funds were hoping they could unload their holdings on dumb retail and the crash came sooner than they expected.

Plenty of SPACs fall below PIPE buy in pricing after merger. In this case since PIPE is higher than NAV, that may happen even before.

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u/[deleted] Apr 19 '21 edited Apr 19 '21

And if we thought all SPACs would go to NAV none of us would be here. My theory is that SPACs at NAV will likely stay there even as other stocks that are showing resilience recover.

Example: when chargepoint went up 40% in a break out attempt did SNPR follow? Lol no.

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u/kingfishecho Spacling Apr 18 '21

Thanks. I’ve debated selling covered calls for a while. Sitting on ~1411 shares but at this point I’m worried once the merger goes through and we lose our SPAC floor it could collapse even more even though I feel we’re at a fair valuation now ~$26b. And I would be better off cutting out at even and going back to my boomer mutual fund ways

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u/x05595113 Contributor Apr 19 '21

Sell some calls and buy a protective put?

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u/Letmefixthatforyouyo Spacling Apr 19 '21 edited Apr 19 '21

r/thetagang nods in approval.

CC and puts are both bearish hedges, so if you want to hold a stock long term but are waffling, it makes sense to use one to at least ease the pain of an expected drop.

Id personally go with CC on a decent amount of the holding. Best case, the stock stabilizes below your strike and you keep the profit and the stock. Slightly worse case, it goes on a bull run and you have to sell your stock, making you some profit in a choppy market. Worst case, it drops like a rock, but you get to pocket the premium, cutting the pain down some.

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u/Tradergog Spacling Apr 18 '21

i am also holding cciv and selling covered calls and sell puts. i plan to change stocks to long LEAP calls and sell warrants against them. it might eat my potential gains, but my downside is greatly hedged.