SPAC ISLAND

Wework, founded in 2010 in NYC, is a rapidly growing company offering co-working space around the world. Upon a merger with Bowx Acquisition Corp. (BowX), will this be the next SPAC to take off? Join Stan and Alex for this week's analysis.Key Takeaways:00:15 Wework Bio02:53 How covid plays a part04:40 The numbers – Alex's take06:24 The numbers – Stan's take07:09 Meetup acquisition10:12 Life after turning a profit15:00 Moats21:28 Which makes more money- Full memberships? Or physical occupancy?29:43 The black mark... Is Adam Newman coming back?34:03 Wework: the dividend factory?39:00 In SummaryThanks for listening!Links: SPAC Island - Website | Twitter | Leave Us a Review | Email UsWeWork – Website | Numbers

In this episode of SPAC Island, we dive into Upstart (UPST)- a rapidly growing B2B loan vetting company that uses powerful artificial intelligence. Join us as we discuss why this might be one of the biggest stocks of the decade.00:35 Upstart Breakdown04:07 Is Upstart worth it? Why?06:52 How it works10:00 Company Leadership12:30 The numbers14:05 Risk Assessment16:00 The future of Upstart22:01 Upstart's CompetitorsLinks:SPAC Island - Website | Twitter | Leave Us a Review | Email UsUpstart – Website | Numbers

Nextdoor Show NotesNextdoor, a San Francisco-based company is an app dedicated to connecting its users to others in their neighborhood. With a $4.3 billion deal, it will merge with Khosla Ventures Acquisition Co II to form the new entity, KIND. Join Stan and Alex for this deep dive into this SPAC to find out if this is a win or a flop.Key Takeaways:00:25 Bio03:45 The social media dilemma09:08 Leadership12:03 Investment Assessment18:20 Advertising in Nextdoor19:32 Defensibility & competition22:06 Stan & Alex's stance & summaryThanks for listening!Links: SPAC Island - Website | Twitter | Leave Us a Review | Email UsNextdoor - website | investor relations

ASTS Show NotesAST & Science (ASTS) is a company claiming to bridge the gap for all areas of the world that do not get cell service. Their goal is to create the first space-based cellular network, providing 4G & 5G speeds globally. Can this be the next big thing for cellular data? Is it feasible? Join Stan and Alex for an in-depth analysis of this company and the market around space driven cellular data!Key Takeaways:01:00 ASTS Bio/ Aspirations01:46 The problem to solve & company ambition06:40 The Blue Walkers10:25 5G speeds.. Is it possible?16:13 The CEO, Abel Avellan17:43 In competition with Starlink24:24 Stan's position25:12 Alex's position27:52 In summaryThanks for listening!Links:SPAC Island - Website | Twitter | Leave Us a Review | Email UsASTS - Website | Numbers

In this episode we discuss MP Materials ($MP) and The Metals Company ($SOAC). Demand for metal ores, especially rare earths, continues to grow as EVs (electric vehicles) become mainstream. $MP is a traditional rare earth mining operation that is already profitable with ambitions to rebuild a US supply chain. $SOAC instead is a first mover innovating in deep sea mining, scooping up metals from the ocean floor.Which company has the smartest approach? Is the market big enough for the both of them?

In this week's episode we discuss two new space SPACS merging onto the scene: Astra (HOL) and Rocket Lab (VACQ).Astra and Rocket Lab are both small payload launch companies that are tackling the micro satellite market with their lower cost and smaller payload rockets. Astra has launched rockets to space, but has yet to get to orbit. Meanwhile, Rocket Lab has reached orbit multiple times and has implemented a partial rocket recovery system.Both companies have their eyes set on the same market and are going public via SPACs to fuel their larger ambitions.

Joel Marcus, a real estate mogul and biotech venture investor, helms a new SPAC - Alexandria Agtech/Climate Innovation Acquisition (AACE). Now the question is, which company will this SPAC merge with? Could it acquire one of Joel's VC firm portfolio companies like Indigo, Inari, or Greenlight Biosciences? In this episode, we'll walk you through this potential acquisition targets. Let's speculate wildly!

Which is more profitable? Greenhouses or Vertical Farms?What moats can indoor farming companies have?Is indoor farming more profitable?We'll answer these questions as we uncover which company we think is a better long-term investment: App Harvest or Aerfofarm.References:AppHarvest SPAC investor presentation - https://investors.appharvest.com/static-files/8db681b8-4ea3-452f-a3e6-3a151d8866d9Aerofarm SPAC investor presentation - https://www.aerofarms.com/wp-content/uploads/2021/05/AeroFarms-Investor-Presentation.pdf

In this episode, we review all the past and future Electric Vehicle SPAC merger targets and companies such as Lucid Motors (CCIV), Lordstown Motors(RIDE), Canoo (GOEV), Proterra (PTRA), Xos (NGAC) and Lion Electric (LEV).