Added to YB: 2026-07-10
Pitch date: 2026-07-08
SVAC [neutral]
Spring Valley Acquisition Corp. III
+13.93%
current return
Author Info
No bio for this author
Company Info
Spring Valley Acquisition Corp. III does not have significant operations. It intends to focus on effecting a merger, share exchange, asset acquisition, share purchase, reorganization or similar business combination with one or more businesses or entities in natural resources and decarbonization.
Market Cap
$323.8M
Pitch Price
$8.11
Price Target
10.00
Dividend
N/A
EV/EBITDA
N/A
P/E
N/A
EV/Sales
N/A
Sector
Capital Markets
Category
special_situation
I Was About to Buy the Fusion SPAC. Then I Did the Homework. Delayed Gratification? - $SVAC
SVAC (pass): Almost bought fusion SPAC (GFUZ/General Fusion) near $10 NAV floor, but homework revealed rescue deal—cut 25% staff, couldn't raise $125M privately (got $22M pay-to-play). Shell has going concern warning, $423M loss, PIPE preferred+$12 warrants dilute common. Breakeven slipped to 2028, first plant ~2035. Prefers NWCL (Newcleo fission SPAC): proven physics, ~$80M rev, prototype, clean oversubscribed $220M PIPE at $10. Only respects near-NAV arb before this week's vote.
Read full article (5 min)