Given the recent run-up in my spac-warrant book, particularly the warrants in the ESG-related theme, I have closed the LOAK, EOSE and XL warrant trades. Returns have been very strong since the write up: LOAK warrants +410%EOSE warrants +500%XL Fleet warrants: +280% These returns certainly warrant (pun-intended) a victory run! As a reminder, these have […]
Month: December 2020
Sometimes, boring is better. If you follow me on twitter you’ll know that over the past week I’ve been talking about the soon-to-be-public company Skillsoft, which recently announced a deal with Churchill Capital Corp (CCX), a spac. As this deal is not related to EV / batteries / sustainability, CCX shares basically went nowhere. I […]