DataTrack

Excellent video from 'The SPAC Conference 2026' on SPAC cash management. Worth a watch for any SPAC arb. youtube.com/watch?v=ChonrydL…

Source: @Storibledotcom

Institutional SPAC IPO investors may be pushing back against excessive sponsor promotes. The four SPAC offerings this month that were reduced all include promotes above the standard 20%.

I collected and analyzed 100 SPAC redemption notices from Continental Stock Transfer (CST), covering 94 events with payment timing data and 93 with approximate vs. actual redemption prices. Data is from Jan 2026 through today. The dataset tracks meeting dates, payment dates, redemption types, processing times, and NAV discrepancies. Some interesting findings on business-combination closing risk, and how accurate approximate redemption NAV really is.

SPACs from the 2020–2021 boom appear to finally be settling litigation. cornerstone.com/wp-content/u…

I analyzed 23 SPAC extension redemption payments processed by Continental Stock Transfer & Trust to better understand the timing between shareholder meetings and redemption payouts. Based on data from June–September 2026, excluding two outliers, the average time from meeting to payment was 7 calendar days, or approximately 5 business days.

$GULTU Tug spotted near proposed location of new Highlander #3 well. Google Maps Lat/Long new well: 29°54'50.0"N 91°16'59.3"W

8 week US Treasury Bill rates on the rise. A small tailwind for pre merger SPACs net asset values. The cash sitting in trust will earn a bit more interest. #SPAC #Arbitrage

$GULTU Highlander #3 Well Coastal Use Permit Officially Approved 09/03/2026. The Moncrief families Highlander Oil & Gas company looks to be planning to drill another well. Thanks to @JKofTruth & @mindyobiz888 for pointing this out.