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
Ares Acquisition Corporation II does not have significant operations. It intends to effect a merger, share exchange, asset acquisition, share purchase, reorganization, or similar business combination with one or more businesses.
Market Cap
$704.6M
Pitch Price
$11.34
Price Target
N/A
Dividend
N/A
EV/EBITDA
N/A
P/E
43.15
EV/Sales
N/A
Sector
Capital Markets
Category
special_situation
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)