waverly911

That's the 13G.

It was up on the SEC site at 1317 Eastern and CCXI was at $15.77 to $15.97 during that minute. It pretty much traded north from there and once everyone heard about it it took off

Last week there was someone on X saying there were a bunch of puts purchased on this week's 07/02 205 puts. The problem is what they paid for them on 06/25 or 6/26 is much higher than what you can sell them for them now.

I think they paid in the $4 and $5s for them and today when NBIS had the big move down around 10 central you could've gotten $2 or $2.08 tops and the rest was mostly $1.20 and now only 30¢ for them with 80 minutes to go for the week. After the put purchase last week the stock traded sideways then sharply higher at the beginning of this week.

Those put buyers did not get the fast aggressive move needed to make money on them.

There was also talk about the July 17 $155 puts purchased and those are trading less than what they paid for those. Even with the big move down the last two days, they are far out of the money.

I see you guys talking about NBIL, but why do you favor that over NBIG which is 2x as well. They have similar bid ask spreads, and they are both liquid with NBIL always having more volume though. NBIG has an expense ratio of 0.76% vs NBIL's 1.5%

You are looking at several milestones after the merger announcement: S-4 filing, the SEC declaring it effective, declaring the shareholder voting date, reported redemptions, voting result, and closure of the deal are key milestones. Each SPAC reacts differently.

Look at BCAR, their S-4 was declared effective on 6/24, but for some reason they filed an amendment to late Friday afternoon (6/26) and it has traded down after it was declared effective. It isn't down a lot, but you would think it would've traded higher on 6/24 or the next day.

If you look at WLAC which brought BRUN to market, it ran over 70% into the shareholder vote (starting from $10.64 in early April to the April 30 vote) and kept on running. Just prior to the vote, a 0% redemption rate was declared which is very favorable. They didn't announce the results of the vote for 3 or 4 business days which seemed like a long time. I think it was to certify the vote tally and then a few more days before the deal closed. In this case WLAC / BRUN ran 258% from the 2nd week of April to end of the 2nd quarter today. It ran into the deal closing and kept on going. It has more than doubled from the last trading day when the deal was announced as closed on May 8 at $18.83 and today it closed at $38.81. It has reached intraday highs in the $40s several times.

Then you have another version of Churchill with CCIV and it ran to $65 or so and this was before the merger deal with LCID was announced. I think CCXI is special since the sector is hot, Agility has major customers, and has major backing. Softbank Group and Amazon are two backers.

Take Amazon, they make their own robots and yet they are also using Agility Robots. Agility also reported that their robots have been used for over 65,000 hours of operation total. It would be great if this were for just last month, but it is still impressive.

You have people talking about a privately held competitor Figure AI that base on its most recent funding round has a value of $35Billion, but some of the demos have been questionable. There is a YouTube video noting that Figure AI's bots are being manipulated by a teleoperator. The Figure AI CEO was invited to participate in a Bloomberg sponsored demonstration where other competitors were and he decided not to bring the bot. WTF? The host asked him, where is your robot and he said it would be a waste of time, but then why did he bring his sorry butt to the exhibition?

You also have to consider Tesla.

When you consider Agility has multiple robots in warehouses working along with multi-year contracts, it seems that they have a lot of momentum.

Only you can answer that.

This has at least several months to go before it closes.

I am with you on the warrants getting to $25 (or better).

There is another publicly traded humanoid option that does companionship, but it is some small company that sold one robot to Ericcson and is not in the warehouse side performing tasks like Agility. Their market cap is 40M or 3M.

Some of the companies you list don't make robots, but are part of the ecosystem like lidar and chips.

CCXI is an exciting opportunity. Agility Robotics has big time customers like Toyota and Amazon.

CCXI is trading way higher compared to where WLAC was when it made the merger announcement of Boost Run last year. An S-4 hasn't even been filed yet. Since the merger went through in early May, BRUN is up over 80%.

Nvidia news about Agility on their website this week.

You buy warrants the same way you buy the stock. Add a W to the end of the CCXI ticker or if you wait until after the merger is official AGLTW which would come many moons from now.

If you don't know anything about it though, maybe it isn't the best thing for you.

CRM is at the same price it was trading at back in September of 2018. That's with adding just over $4 in dividends per share.

I'm here,

I already knew these.

What are the live trades?

The allotment to retail turned out to be 20%. There were discussions that they could do up to 30%, but that never happened.