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Added to YB: 2025-07-08

Pitch date: 2025-07-04

AACT [bullish]

Ares Acquisition Corporation II

-16.31%

current return

Author Info

Triple S is a professional special situations investor who shares ideas in their newsletter. Sign up for the newsletter.

Company Info

As of September 24, 2025, Ares Acquisition Corporation II was acquired by Kodiak Robotics, Inc., in a reverse merger transaction.

Market Cap

$170.8M

Pitch Price

$11.34

Price Target

N/A

Dividend

N/A

EV/EBITDA

N/A

P/E

36.26

EV/Sales

N/A

Sector

Capital Markets

Category

special_situation

Show full summary:
SPACTacular - Ares Acquisition Corporation II

AACT: SPAC trading near trust value ($11.31 vs $11.26) merging with Kodiak Robotics (off-road autonomous trucking). $2.5B valuation vs Aurora's $9.1B, but with actual revenue via Atlas Energy partnership (ordered 100 trucks). $110M backing from Soros/ARK/Ares. Minimal regulatory hurdles vs highway AVs. Warrants at $1.25.

Read full article (4 min)