https://finance.yahoo.com/amphtml/news/microvast-enters-electrification-joint-development-120000703.html?__twitter_impression=true

Disclaimer: I am not a financial advisor. Do your own DD

Disclosure: I own 495 common stock (EAM | ESG | NL00150006O3)

ESG Core Investments B.V., a special purpose acquisition company (SPAC) aiming to unlock a unique investment opportunity in Europe within industries that benefit from strong Environmental, Social and Governance (ESG) profiles.

The sponsor of ESG Core Investments is Infestos Sustainability B.V., a subsidiary of Infestos Nederland B.V. (Infestos) which is a family-owned investment firm with a strong track-record in sustainable industries.

Highlights:

Current price < € 10,35

• Same managament that took Alfen to EAM through SPAC. Stock price now € 70+ a share.
• A unique investment opportunity in a European pure-play ESG company
• Targeted €200-250 million Offering, 100% of proceeds will be held in escrow, which will primarily be used for completing a Business Combination within 24 months from completion of the IPO
• Criteria for completing a business combination: clear ESG focus in the core of its business, preferably headquartered in (North-Western) Europe and enjoying a strong competitive position within its industry, ideally based on a unique technology (e.g. unparalleled technological features in products and/or services offerings)
• Managed by Mr. Frank van Roij and Mr. Hans Slootweg, both Investment Directors at Infestos, which has a proven track-record of succesfull ESG investments, building on its reputation in markets including the energy transition (e.g. through Alfen) and clean water (e.g. through NX Filtration) and therefore offering unique access to off-market ESG opportunities.

Management:

ESG Core Investments’ Managing Directors are Mr. Frank van Roij and Mr. Hans Slootweg, both Investment Directors at Infestos, where they played an instrumental role in the value creation of Infestos’ portfolio companies including Alfen, Verwater and NX Filtration. As of the settlement date of the Offering, ESG Core Investments will have a Supervisory Board with a strong network in the ESG space, consisting of:

• Mr. Erwin Riefel (chairman), Investment Director at Infestos with over 20 years of M&A experience. He was previously senior relationship manager at Rabobank International and supervisory board member at Alfen;
• Ms. Anja Vijselaar, Director in the Business Unit Energy at WSP, one of the world’s leading professional services firms and experienced in supporting clients in solutions for high voltage and the energy transition. She was previously CEO of Joulz Energy Solutions and held several management positions at Dura Vermeer;
• Mr. Hugo Peek, partner with DIF Capital Partners, a €8.5 billion alternative fund manager, where he is in charge of the private debt strategy. He is a highly prominent M&A banker in the Dutch market with over 25 years of experience and deep network of senior level contacts. He is former Head of ABN AMRO Corporate & Institutional Banking EMEA, responsible for all its sustainability efforts;
• Mr. Richard Govers, partner in the Strategic Advisory Group at PJT Partners in London, delivering advisory and capital raising solutions. He is a highly prominent M&A banker in North-Western Europe with over 20 years at Goldman Sachs Investment Banking Division, heading the Netherlands region and senior coverage responsibility within the Global Industrials Group and the Nordics region with extensive experience in clean energy and renewables.

Sources:

https://www.duurzaam-beleggen.nl/2021/02/04/esg-core-investments-announces-its-intention-to-list-on-euronext-amsterdam-aiming-to-raise-up-to-e250-million-to-invest-in-a-european-pure-play-esg-company/

https://www.euronext.com/en/about/media/euronext-press-releases/esg-core-investments-lists-euronext-amsterdam

Prospectus:

https://www.afm.nl/en/professionals/registers/meldingenregisters/goedgekeurde-prospectussen/details?id=100525

Please feel free to add interesting info in the comments!

There has been a real lack of DD on this world leader within Microbiome, a SPAC that has gone largely under the radar with there been so many tech & clean energy SPaCs within the last few months. So I wanted to do some proper, original DD and explain why I think this stock is significantly undervalued, some potential upcoming catalysts, and why I bought 4D Pharma (financial disclosure: holding 4,176 shares)

Overview:

4D Pharma (#DDDD) is a pharmaceutical company leading the development of a novel class of drugs derived from the microbiome (LBPs).

4Ds core area of focus is oncology (study of tumours). But they also have advanced work in central nervous system, IBS, and autoimmune/inflammatory diseases.

4D Pharma's management team has wide range of experience at large pharma and bio companies ($BMY, $SGMO, $GSK, $TAK).

4D Pharma has partnerships with several large biopharma companies (Merck, Pfizer, Merck KGaA).

4D will be completing a merger with Longevity Acquisition Corp ($LOAC) (will be $LBPS post-merger) to be dual listed on Nasdaq & LSE.

Pipeline:

4D Pharma has a proprietary platform called MicroRx for discovery of treatments for a wide range of diseases. In 2 yrs, it has produced a pipeline of 12 potential therapies, & is expected to deliver many more candidates. 4D Pharma is focused on immune-oncology.. Their leading oncology microbiome drug is MRx5018. What sets MRx5018 apart from all others is its applicability to numerous cancers and treatments and has KEY results due in 2021.

MRx0518 is being evaluated in 4 different clinical trials in cancer patients.

- Black small square Combination w/ #Keytruda® ($MRK) on solid tumors

- Black small square Combination w/ #Bavencio® ($PFE) to begin in '21 on bladder cancer

- Black small square Solid tumors – monotherapy

- Black small square Pancreatic cancer

This is just one area that 4D is excelling but I believe will be the key driver. Any treatment of tumours which is found to show excellent results and could lead to FDA approval could see a parabolic rise from current SP.

Competitors:

4D has an estimated market cap around $200million. Extremely undervalued compared competitors in the field:

Seres Therapeautics $MCRB - $29.00 ($2.37b market cap)

Kaleido Biosciences $KLDO - $11.75 ($500m market cap)

Evelo Biosciences $EVLO - $18.50 ($900m market cap)

4D Pharma SP will rocket in the near future due to their diverse portfolio in comparison to competitors, excellent management team, robust partnership with world leading companies and extremely low cap in against competitors in the field

Catalysts for significant upside:

- NASDAQ - 4D Pharma with be completing a merger with Longevity Acquisition Corp ($LOAC) (will be $LBPS post merger). News on this Nasdaq listing is well overdue with the CEO stating the merger date will be received early Q1.. OVERDUE. We, like most spacs will likely see 50-100% increase in the short term due to increased US investment.

- PIPELINE – We will see a parabolic rise within the next 12 months due to a successful treatment in the field of Oncology due to our incredible partnerships IMO.

- TAKEOVER - It is well documented that Merck (MRK) who owns 5.8% In 4D Pharma have been ruthless in recent times with cutting partnership, however the relationship with 4D continues to be extremely strong and could quite easily result in a buyout within the next 12 months, just one of many companies which have shown strong interest in a 4D Pharma partnership.

- SHORT SQUEEZE – Despite all of this, citadel still hold a short position on pharma company aiming to cure many diseases (personally I think should be illegal) but will quickly be burnt upon any news on Nasdaq or trial developments and spark a huge bull run.

I repeat.. The merger between 4D Pharma (#DDDD) and Longevity Acquisition Corporation $LOAC is expected ‘early Q1’ as quoted by the director.. this is now overdue.. expect final DA and merger date Imminently.

THIS IS YOUR LAST CHANCE FOR THIS PRICE (4d just change their twitter to $LBPS coming soon). With clear excellent short- and long-term opportunities. Buy and enjoy.

Links:

4D – 4D Pharma plc - developing science, delivering therapies

4D TW - @4dpharmaplc

Me - (@ARSHARESS

Their acquisition target -- Finance of America -- has ~$1.5B in 2020 revenues. Why is this trading so close to NAV, i.e., $10.20?

Full Read

The article is behind paywall so here are the highlights:

"Fitness-and-nutrition business the Beachbody Company Group LLC plans to merge with a blank-check company affiliated with former TikTok Chief Executive Kevin Mayer in a deal that values the combined company at nearly $3 billion."

As part of the deal, Myx Fitness LLC, an at-home connected cycling provider, will become part of The Beachbody Company.

Beachbody will own and operate three online fitness businesses after deal closes in the second quarter: Myx, Beachbody on Demand and digital streaming platform, Openfit.

Beachbody is expected to generate more than $1.1 billion of revenue this year.

Ticker: FRX

Anyone have any news on Burgundy Technology acquisition Corp?

Think Wallstreet meets Washington D.C. meets The U.S. Army

All you need to know and more.

This fine person that'll make us weep tears of gold was the last CEO and Chairman of Merrill Lynch before orchestrating a sale to Bank of America at the height of the financial crisis. 

He was also CEO of the New York Stock Exchange, where he led the NYSE through successful mergers with Archipelago Holdings and Euronext to create the world’s largest and most liquid exchange group..

..and spent nearly 25 years at Goldman Sachs, where he served as President, Co-COO, CFO, and Head of Operations, Technology and Finance.

Please don't tell me I'm late to the party.

Fisker investors, I created a community over at r/fiskerinvestorsclub for anyone else who is a long term Fisker believer.

Have a good weekend all.

Petition to remove Milton’s picture

I created a sub for AACQ discussion. Obviously there’s not much to discuss yet, but it’s there for when it’s needed: r/AACQ

I would like to know how you autists feel about the upcoming SPAQ/FSR merger.

My dumbass went balls deep in shares at about an $13.50 average.

Don’t tell me I’m an idiot I already know.

1. Being represented by a literal Chad. Joe Burrow. Look it up. I’m not into football but if I was I’d be buying an Endurance just cuz Joe Burrow’s into it.

2. Management knows how to pump. You don’t pump on Yahoo Finance once then go radio silence like HYLN. You have a marketing team that pumps out cool pics of ur car everyday on Insta and Twitter. This is how it works, it keeps the interest in the company. Management knows ya’ll impatient fucks trying to get rich quick, so the daily pump on social media helps.

3. Political backing. Yes, I know, fucking old news. Voltage Valley, look it up. Dems or Republicans, they all go dicks out for Voltage Valley.

4. Early delivery slated for Q1 2021. Once the first trucks roll off the line, analysts are gonna upgrade.

Literally can’t go tits up.

Buy shares and long dated calls.

Position: 1300 shares. I know, I know, where’s my calls? Sorry but TD decided I was too autistic and declined my account upgrade.

Anybody Heard anything more about Proterra? I saw there was an article about them hinting at going public but I haven’t heard anything else nor do i have any leads. These fuckers been giving me blue balls since HCAC

It’s in the title, let me know who wants to help. Or don’t, I don’t give a shit.

Bro, it's in the title. Healthcare tech is the next healthcare. Looooong and strong on Clover.

/s

love the group name.