Could Bill Ackman Be Hinting at $PSTH Deal? | SPACs Attack

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빌 애크먼의 PSTH(퍼싱스퀘어 테크놀로지스 SPAC) 관련 트위터 발언이 두 번째 SPAC 상장 가능성과 PSTH 합병 발표 시점에 대한 해석을 낳고 있다. 애크먼은 PSTH 주주에게 두 번째 SPAC 공모 시 우선 배정 기회를 줄 수 있다고 답했고, 주주 식별 기술이 있다고 언급했다. 또한 두 번째 SPAC보다 PSTH의 합병 발표가 먼저 있을 것이라고 확인했다. 출연자들은 이를 두 번째 SPAC 관련 신호로 보며, 두 번째 SPAC 규모가 50억 달러 수준으로 금융 서비스 기업에 제약이 있을 수 있다고 분석했다. 우선 배정 조건 때문에 배당 기준일 전후의 캡처 매매처럼 PSTH 주가 변동성이 커질 수 있다는 의견도 나왔다. 출연자 다수는 PSTH를 보유할 계획이며, 첫 번째 합병 대상 기업의 시장 반응을 확인한 뒤 두 번째 SPAC 참여를 고려하겠다고 밝혔다. 진행자는 애크먼의 기업 선택 능력에 신뢰를 보였으나, 최근까지 주가 부진에 따른 좌절감도 드러냈다. 이 영상에는 대상 자산에 대한 명확한 1~3개월 가격 방향 예측 발언이 뚜렷하지 않다.

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01. a couple people you know reached out to bill ackman and they started asking him questions and ackman responded those responses now have led to psth pershing square filing a disclosure statement on a press release saying that if you want to know more about the company you need to follow bill ackman on twitter because they could make statements public via the twitter account of their chairman bill ackman so to me that screams either hey bill ackman was you know saying stuff he shouldn't have or hey bill ackman's saying stuff and it's about to happen so three tweets jump out and again this is bill ackman he doesn't tweet a lot he tweeted six times in the month of february look he's got 161 tweets in the history of his account right right he doesn't tweet a lot and now all of a sudden you have some information that could be very you know beneficial to shareholders so the three big tweets were that he said someone asked him hey you're launching a second spec could shareholders of the first back you know receive first access to those shares at the offering price and he said sure done and then the second one was someone questioning hey how are you going to be able to track you know who's a shareholder and get them first access and he said quote we have the technology unquote and then another person asked because of that second spec hey are you going to announce a deal for pst 8 before you announce a deal for your second spa and he simply just said yes so three big tweets you know which again may not seem like a big deal but to me you know i read through that and the the biggest thing that stands out is hey he just confirmed that they're long seconds back so that was rumored on twitter someone found the filing back tiger who i follow on twitter we got a headline out on benzing a pro that said you know pershing square holdings 2 has been filed but there isn't you know an actual document yet just the name was filed ackman confirmed that right he didn't come out and say hey we haven't launched a second spec hey we're not doing a seconds back he said yeah and then the other thing is reward his shareholders of psth so what could that mean will we see people jumping into psth now so they can receive you know access to the next back at that offering price and then the other big thing is him saying that a deal will be announced for psth before the seconds back while it may seem like a no-brainer based on the timeline to me it jumps out as saying hey he could be close to announcing something because again this second stack could be a completely different size in terms of dollars it could be targeting a different market so what's to stop that second one from getting a deal done first you know based on the size of it or the potential targets maybe a bigger pool whereas psth only has like 30 companies to choose from based on the size so what do you think spencer what do you read from those tweets if anything first off i i'm excited that i would get some kind of privilege some kind of better position in line in the second one but i can't even think about that because i'm still worried about the first one right we don't even know in some cases the size of the spec is almost a hindrance right because because it limits who they could buy at what can be considered like a quick reasonable valuation right there are only so many like how big is this back uh five billion yeah five over five billion dollars there are only so many companies available for five billion dollars and he's already limited himself to the financial services world i mean how many companies within that space are there we've talked about this a number of times on this show coinbase well not anymore right they're right they're doing a direct listing stripe maybe i we don't know you know what i mean there but there are only so many options out there i would like to see the market react positively to the first transaction before i consider you know necessarily getting in on the second one because again i bought this because i thought bill ackman if anyone could buy a growth company without paying a ridiculous premium it'd be bill ackman right i'm not owning this for for a trade if i own this for a trade i'd probably get out when they announced the deal but i i have faith in bill lakman's ability to find a good company i would like to see a that happened be the market react positively to such a such an event before i even think about getting in on on the second psth i would assume he can raise the money that's not an issue right yeah i don't think that's an issue and you know spencer you bring up a interesting point talking about you know the timeline and when maybe you know you could sell shares yeah so that's my question to you again i don't own psth i know you do yeah so if he has laid out a plan and say he puts this plan out there that hey anyone who owns psth up until x date will get first crack at the second spec do you think that keeps people from selling when psth announces a deal if they announce that deal before the second stack is filed because everyone's going to want to stay in line for that second spot that could create a very interesting almost like an ex-dividend type of an event right where you have people watching the calendar people who have their one eye on the calendar and they're like all right i need to hold buy this on this day i need to hold if i want to get access to the second spec and then when that day hits and there was that first day afterward that could be a very interesting tradable event if that's the way they do things when i'm not saying that we don't know if they will but that can make for some interesting volatility in psth in a way could end up screwing the people who who decide they want to hold uh but you might see people play like they would a dividend capture right where you play into the dividend and you sell after the x date and then you see the stock adjust and it doesn't always adjust based on the dividend sometimes it goes down more sometimes it goes down less and there's your alpha right so that can make for a very interesting date i don't know what i would do to answer your question chris to be honest with you i really don't like i said i i want to hold a ps3 so i sort of probably wouldn't sell it i won't sell before any merger they announced again he said they would announce the first deal before they announced the seconds back right i guess what i want to do is wait and see who's that first deal and if it's a company that i want to own then yeah sure i'll get into ackman's back 2.0 but if it's a company that i don't want to own then then i don't see why i would do that regardless of whether or not i'm second in wine or third online or you know whatever obviously the initial investors are first i just want to see some progress it's been frustrating to see a lot of these backs move a lot on these announcements and i understand that ackman is doing his due diligence and going about this you know the smart way but it's hard not to have some fomo right when uh you know you buy this thing because it's got the ackman brand and really prior to the last couple of days hasn't really done it that much so it's been been a little frustrating for me right i would love to hear about people in the chat