For much of the past couple years the folks at Casey Research have teased a “secret” kind of gold investment, often calling them “Gold Placements” or “Q Shares,” and I covered one of those pitches that we saw in late 2019, back when E.B. Tucker was still editing this Strategic Trader newsletter… but now we’ve […]
Articles
This article was originally published on August 25, when the teaser ads were initially running — but they ran heavily again recently with a “you have to get in by September 29 before the secret gets out” pitch, so most of what follows is the same as when I first covered the pitch… but I’ve […]
If my limited interactions with the outside world are any indication, I’d say we’ve gotten to the “cab driver” period that institutional investors often talk about: When your cab driver starts giving you stock tips, the top is probably near. That’s not a reliable predictor, of course, and I guess it would be Uber drivers […]
Today I’m throwing in a little bonus article, since it’s an interesting topic, everyone seems to be obsessed with gold again this week (though gold prices took a little tumble yesterday), and a few folks have asked about E.B. Tucker from Casey Research and his “Gold Placements” pitch. If that doesn’t sound familiar, he has […]
Here’s the scenario of a week ago: China is in the midst of an epidemic of possibly explosive proportions, with fear gripping much of the country (and the world) as a coronavirus spreads and seems to have a pretty high mortality rate, with conspiracy theories abounding and the fear of social unrest as whole cities […]
We’ve seen plenty of “get in before the IPO” pitches over the years, and that has only accelerated as more and more companies have taken advantage of the JOBS Act to raise money under easier rules — particularly the “democratization” of private funding to allow unaccredited investors to invest in small private companies. Combining that […]
Things will be a little quiet here at Stock Gumshoe for the next week or so — I’m off to do my big fundraising ride for Dana-Farber tomorrow, and will then be taking several days off to recuperate next week and spend time with family… I’ll be back with the Friday File next week, but […]
Maybe the scariest thing I can tell you is, “I’m not selling everything.” The drumbeat in my head continues to be one of worry, I continue to be a little bit surprised at how high stocks are going, and how resilient stocks are. But thankfully, I haven’t been acting on those macro worries — because […]
PNC and BAC TARP WarrantsA friend of mine shares his True Wealth Systems newsletter (Stansberry). Without divulging the entire content (the subject of a previous post from Travis with which I agree), they basically recommend PNC and BAC TARP warrants. I know Travis previously recommended PNC’s. I notice that the newsletter bases its recommendation on a P/B value ranging […]
Retail Opportunity Investments Corp (ROIC) made a quiet announcement on Friday that helped to juice the shares a bit later in the day, as the week closed. They have apparently been doing behind-the-scenes negotiations with warrant holders in an effort to continue to work through the warrant overhang that’s been impacting the stock price — […]
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I'm holding warrants of all of them since March and they are down 46%,24% and 75%. Luckily I sold most of SVAFW in Apri...
Hi Capetown, Ok I had read the report but had not yet checked out their website. There are clearly some reasons to be ...
In general terms, A lot of SPAC warrants are just illustrating the flip side of leverage. Warrants are highly levered, ...
Also wondering all of a sudden why warrants are targeted? commons are not going down but the warrants are going down dra...
If PSTH goes through to the deadline next summer and the shares are redeemed at $20, the warrants will expire worthless....
PSTH warrants are not going to be recoved but in case of PSTH warrants is there any chance if they get little better tha...
Travis, I hold PSTH warrants with avg $10.22 with considerable percentage of my portfolio, now it is running at $1.03 ...
Assuming one's average cost on PSTH is $20 or under (very doable at this point), then IF you get the $20 redemption on P...
I believe they’re standard, but would have to check to prospectus to be certain. Standard SPAC warrants expire five y...
Travis, can you tell me when the YSACW warrants expire?...
Any thoughts on the Warrants for INVZ our OUST?...
SRAC The combined company will retain the Momentus name and its securities are expected to begin trading on the NASDAQ ...
I split my YSACU units into YSAC shares and YSACW warrants (1/2 warrant per unit) a while back, a broker can do that for...
I bought YSACU to follow your lead and learn more about Warrants. If I sell my shares now I guess I do not get the war...
Nope. If they don’t end up with a deal, the warrant goes to zero. I generally like warrants, but they tend to be overp...
Travis, great Friday File, as usual. You seem somewhat confident about holding PSTH, would you be as confident with PST...
There is no news on the Yellowstone SPAC, no rumors or talk from the managers at all that I've heard. Separating the wa...
Could you comment on one of your other spac holdings - Yellowstone. I have not seperated the warrants - should I - but ...
I thought this was about EVGO. It sounded like it, even the price of the warrants is right. This company just IPO'd an...
Welcome back, have missed your daily wisdom. Got two major questions: the first is really OT, but I need your help. Fi...
What are warrants and are they ok? How do you find and trade them. I am not paying 1750.00 to find out....
Help from anyone, please. I'm not sure if this Pershing's acquisition (10% of UMG) should be viewed as "smash' , or "...
Interesting, we have a Katusa subscription he is very thorough in his analysis of subjects. Having participated in a few...
Katusa and Casey Research, are big on mining stock warrants. Love em, or hate em, they sometimes find mega winners. ...
I have been buying Canadian Warrants for a few years. Most of them will not let you exercise them in the US. The last ...
And I thought I was the only one who hung onto old warrants. There are many days when my KERNW investment has the bigges...
And all this time I thought Waste Management would clean up the junk. lol So I just heard a lot about warrants in trad...
Thanks Terry. I assume that’s a regular recommendation, not one of these “placement” ideas (I don’t think Lundi...
I like EQX. wt which has plenty of upside and leverage. You need 5 warrants plus $15.00 to buy 1 share of EQX ($11.00) a...
Gotta love the occasional windfalls from warrants! (And SPAC mania)... but it's true, the downside can be ugly for the o...
Anyone have experience in Strategic Investor with Dave Forest and Warrants? Thanks...
Travis -Have you split out the warrants on Yellowstone? Is there a reason to or not, or what is a trigger to split out....
Hi Sandmain, I used to have 48,425 warrants of STPK, average cost $3.56, it went all the way to $30+, I unloaded most o...
Cleveland has deep out of the money warrants which is why he kept pumping it on here to the detriment of others...
I recently subscribed to this newsletter and impressed with the reports. Bought several of the warrants from the last re...
Anyone who wants to nibble on LTRN may want to wait until after the April 15 end-of-lockdown period for stock, options &...
I believe in this tech potential enough to have staked a huge portion of my portfolio to it, most in VLDRW. This has led...
With these new/ipo/spac companies & when there are so many (mini ETF), I buy the warrants: - it's cheaper, can buy ...
Funny you should ask, I just filled out a post service survey asking about how my customer experience was after a phone ...
I am brand new to Stock Gumshoe and most of this is way over my head. A SPAC is something I have never heard of before ...
That actually is a misconception that pumpers like JB exploit to get people excited. The truth is that when you split th...
Hi Travis, I had read through this website that explains "5 Steps to Buying Units in SPAC's". After reading, still se...
Travis wrote a lot of SPACs and WARRANTS in his past articles, and I did a lot of search of this subject since March o...
Hi there... I would like to get some advice from you on spac warrants if you can provide me some means of contacting you...
Couple ways to find pre ipo's or Spac, webfuneder.com or crunchbase.com one website I use quite often stockmarketmba....
IPOE.U and IPOE are the same company, but IPOE.U includes a partial warrant. Warrants can be redeemed for a share of st...
EQX should be super-levered to gold, The warrants even more so. What happens to gold in the next eight months is the bi...
Yes, once the merger is done the company will have the same filing requirements as any other public company. The tran...
Dear Travis, I am not a data driven guy, I do not play that much attention about cash flow things like that of any st...
That's an unusually pecunious warrant, one third is more common, but that's generally how they work -- so if that's the ...
Thanks again Travis! I don't have warrants but to learn about spacs I did read the prospectus and was confused because i...
Warrants give the holder the right, but not the obligation to buy shares at a predetermined price within a predetermined...
Is there a web site that lists all the SPACs available for trading? Do they all have warrants attached?...
Warrants are a result of the SPAC structure, they trade like stocks (usually the ticker just adds a “W” to the end f...
Since last year, 2020, all I have done just investing in SPACs warrants, they are so hot, even politicians pour their...
Upon separation they trade as full warrants only in most cases -- so if a unit had a half warrant attached, 100 units wo...
I have another question. What happens with fractional warrants after the unit is separated. Do they start trading as fra...
Actually I just realized that VLDRW is the warrant...does anyone have feedback on bundling warrants with common stock?...
you can purchase these warrants at Cloudastructure.com/invest or through webfunder etc;. I don't believe this is the ...
Looks like they are doing it for 1.00 a share now. 75 cent warrants. oh nevermind, the 1 dollar gets you two shares, so ...
It is a Reg A+ offering. They are straight forward to invest in, you just go to the investment webpage and fill out the ...
I am sorry to have to clarify this, but it just seems too good to be true: if you buy a unit at $10, there is effective...
Most SPACs require a waiting period before warrants can be exercised. You should be able to trade them as soon as they ...
Great Info Thanks In the beginning SPAC's run up, come back down and trade sideways for a while, I trade deep in the m...
Their SEC filing K8 of 1/7/21 made an interesting read, of warrants done differently....
Sounds like you bought the Units, which have a warrant or partial warrant attached to each share of stock. When the mer...
I have a really embarrassing question. I thought I had bought stocks in the Landcadia Spac (LCA) for Golden Nugget (GNOG...
Robinhood does not support the Units (ending with U) or Warrants (ending with W) on their platform, You can but the comm...
Thanks for the great info! I am trying to learn more about SPACs, but I get this nagging feeling that a bunch of people ...
Yes I bt some OXY warrants, paid $3.99.I did not buy a lot. I am much more options trader, so just adding a little var...
I haven’t looked at the terms of those, sorry, but those are not like SPAC warrants — you’d want to assess the str...
Hi Travis, That is the best piece I have read anywhere on SPAcs. I listened to Brown and it left me feeling very dirty....
The recommended SPACs are SVFAU, EPHYU,PRSRU, all are units with a share + partial warrants....
Dear Travis, This is the most detailed write-up of SPACs I have ever read. Thank you. In 2020, I made a ton. yes a ton...
Hi Travis, Anyone, I bought OXY warrants per Casey at $4.50 and now they are at $10-11. Are these in danger of implodin...
I own a ton of so many units and warrants it's hard to keep track. The only reason is that we're in a market where retai...
I understand your concern. The only way I can try to explain, but I don't believe it's true any longer, is that theoreti...
Hi I am not sure about the SPAC you are asking about. However I find a site called SPACalpha a great place to follow ne...
Travis, my dumb question for the day, is it not automatic that a company can force one to exercise warrants if the under...
The original prospectus for Monocle Acquisition is now listed under AerSale in the SEC's sytems. Original prospectus is...
Where do I get the prospectus/details for ASLE warrants?...
Yes, that would give the company the right to accelerate expiration of the warrants — sometimes they do just that, mea...
I read that article too and can sum up his thoughts on ASLE: 1) He thinks ASLE's fair value right now is $18-$24, but d...
As my first warrants move, this has been a positive experience. Basically, I bet $50 bucks that I would learn something ...
It’s a real company, with an interesting business... I’ll do some valuation work that I can share on Friday. I stil...
I purchased MNCLW warrants on a whim on 11/9 for 0.235. Was pleasantly surprised when I found out they had merged and t...
I haven't done anything with them yet, but yes, the merger went through and Monocle Acquisition is now AerSale. I will ...
This is why I use services to help with stock picks. Looking at CFMS, this is exactly the type of stock I'd avoid. C...
allgood4will, Our dear friend, Travis, has a very detail discussion about SPACs in various gumshoe articles. My sourc...
Dear Travis, To sum up 2020, four letters : SPAC! I stick with SPAC warrants, I have booked in so much capital gain. T...
Most likely, unless the price really goes bonkers (I don't expect it to, this shouldn't be a "hot" story stock)... I do ...
I notice you said you sold only some of your Monocle warrants. Do you plan on holding the others thru the merger and ex...
Yellowstone Ist time dealing with warrants. When they sent me a notice to choose to split or not I took the Warrants. S...
In general, it’s wise to split unless your position is small enough that the fee your broker would charge to do the sp...
I bought those warrants directly at MNCLW, didn’t get them by owning the SPAC units. If you own YSACU, then you hav...
Warrants are each for one share, so a full warrant. There is only half a warrant attached to each unit, so that means i...
Hi Travis, Just new with SPAC. I notice you sell some of your MNCL warrants. How do you know how many warrants do you h...
I bought YSACU and now have a notice from my broker: INSTRUCTION DEADLINE DATES Final Date for Instructions: Dec 30, 20...
Units are what originally goes public for a SPAC, usually with a U or /U at the end of the ticker, and they have whateve...