Added to YB: 2026-08-06
Pitch date: 2026-08-03
CUB [bullish]
Lionheart Holdings
-0.09%
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
Lionheart Holdings does not have significant operations. It intends to effect a merger, amalgamation, share exchange, asset acquisition, share purchase, reorganization or similar business combinations with one or more businesses.
Market Cap
$283.6M
Pitch Price
$10.87
Price Target
N/A
Dividend
N/A
EV/EBITDA
N/A
P/E
38.26
EV/Sales
N/A
Sector
Capital Markets
Category
special_situation
A Venezuela Lottery Ticket for 41 Cents - Lionheart Holdings
CUB (calls/warrants): Lionheart SPAC ($201M trust, Mar 2027 deadline) LOI to merge KEO Energy's 40% stake in PetroUrdaneta JV (Venezuela Maracaibo Basin) at $1B implied 8/8ths vs $234M recent 16% sale. Warrants $0.41 (strike $11.50, 5yr) = binary lotto on re-rate. 8B+ bbls OOIP, 500M 2P oil reserves, targets 40k boe/d from 1,500. $2.25B raise plan (Clear Street $1.5B) = multi-field rollup. Risks: Venezuela, PdVSA, non-binding LOI, 2036 license, valuation.
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