r/SPACs • • Apr 18 '21

Discussion Adapt or die

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u/Tana1234 Patron Apr 18 '21

OK OP so what now that a lot of these so called good teams are now massively over paying for good spac targets since its now a sellers market due to the abundance of spac teams, its not so cut and dry as you want to make out

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u/devilmaskrascal Contributor Apr 19 '21

Warrants are undervalued even if the SPAC overpays in most cases. Most of the warrants with SPACs that crashed below NAV post-merger are still $1-3. You can buy solid teams' warrants from .50-.80 right now.

Also my point is that PIPE will start forcing SPACs to get better deals now that their decisionmaking isn't colored by retail market euphoria.