KFIIR
K&F Growth Acquisition Corp. II Rights
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11 Pre-DA SPACs + 3 Hypothetical Private Targets Each (AI Thought Experiment)
Any pre-DA SPAC warrants / rights still have real potential here?
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I went hard into KFIIR when they first came out as a gamble…I’m pretty sure it’s not looking too good unfortunately.
NOEMW warrants & KFIIR rights both down big on low volume. Thoughts on either as opportunities?
A couple hundred more in KFIIR at 12 cents? Sure why not I love throwing money away
CCXI/CCXIW is a reminder of why people still watch pre-DA SPACs. A strong target can change everything. Commons went from roughly **$10 → $19 (+91%)**, while warrants ran from about **$1.20 → $9.80 (+717%)**. My current watchlist: ALF / ALFUW APXT / APXTW BCSS / BCSS/WS CCAQ / CCAQW FCRS / FCRS/WS KFII / KFIIR NOEM / NOEMW PMTR / PMTRW POLE / POLEW RTAC / RTACW TVA / TVACW WENN / WENNW \- Curious what everyone else is watching in the pre-DA space? Not financial advice.
I need KFIIR to go nuts. On a related note someone here definitely bought 3k rights at market. You know who you are and I hope it works out for you!
BRUNW traded around $0.21 before reaching $19.39 (+9,133%). IONQ/WS traded around $0.60 before reaching $46.23 (+7,605%). INFQ/WS traded around $0.50 before reaching $7.02 (+1,304%). Obviously every SPAC is different and most pre-DA warrants never see moves like these, but it shows why some investors still follow sub-$1 warrants. Trying to put together a list of sub-$1 pre-DA warrants that seem interesting to research. If there are others worth looking at, feel free to comment. Current List & Price (sorted cheapest to highest): 1. NOEMW — $0.10 2. KFIIR — $0.12 (rights) 3. POLEW — $0.2299 4. ALFUW — $0.26 5. APXTW — $0.28 6. WENNW — $0.3011 7. CCAQW — $0.40 8. TVACW — $0.50 9. BCSS/WS — $0.6210 10. RTACW — $0.7099 11. FCRS/WS — $0.78 12. PMTRW — $0.8447
I’ve been loaded up on KFIIR since it came out bc of the trust size and sector target but it could also turn into a big waste of money
Asked AI to speculate on potential SPAC targets based on sponsor backgrounds, board connections, stated target industries, and broader social/network “breadcrumbs.” Obviously pure speculation / brainstorming — not implying any actual connection to these companies. SPAC: FCRS , FCRS/WS * Crusoe Energy * Fireblocks * Fervo Energy * Groq * Databricks * Plaid * Revolut * Anduril * Beast Industries * Hugging Face SPAC: RTAC / RTACW * Chainalysis * Epirus * Ripple * Shield AI * Tanium * Saronic * HawkEye 360 * Fireblocks * Rumble Cloud-type asset * Darktrace-style cybersecurity target SPAC: KFII / KFIIR * PrizePicks * Underdog Fantasy * Sleeper * Fliff * Scopely * Playstudios * Kinectify * Boom Entertainment * ZBD * Fanatics Betting & Gaming Again, just thematic speculation based on management/team backgrounds and stated focus areas. Curious which ones people think are actually realistic vs total moonshots?
Decent volume today both commons and warrants for FCRS & FCRS/WS and on RTAC & RTACW.. Also volume on KFIIR rights. Any idea what they can bring? Or will it be just some random no-name target? Thoughts/speculation?…
Been looking deeper into KFII/KFIIR and the team/network actually seems very specifically tied to gaming, sportsbooks, fantasy sports, and gaming infrastructure — ex-Morgan Stanley gaming IB, MGM/BetMGM ties, American Gaming Association, IGT/Caesars backgrounds, etc. Makes me think if they eventually announce something, it probably stays in that lane rather than pivoting to random AI/biotech stuff. A few private companies that could conceptually fit the overall theme/network: * PrizePicks * Underdog Fantasy * Sleeper * Fliff * Scopely * Boom Entertainment * Kinectify * ZBD Not implying any connection obviously — just brainstorming what kinds of private companies seem directionally aligned with the sponsor backgrounds. Curious what others think is the most realistic fit here?
I just keep dumping money into KFIIR. Have no knowledge of anything. Literal lotto ticket I’m too far into.
Massive volume on the rights: KFIIR ? Seems like a gambling / entertainment oriented spac. Any ideas what private companies could they take public?
Here are my 2 cents. **KFIIR** (rights, 15:1 ratio) - very undervalued. These aren't just finance guys; they are industry titans in experiential entertainment - think casinos, live events, resorts, and mobile gaming. It is a massive industry that many people overlook because it’s not purely digital. It’s complex, involves physical assets, and requires a deep understanding of consumer behavior in the real world. Recently their sponsor invested in a company called Kinectify. Kinectify develops anti-money laundering (AML) and risk management technology for the gaming industry. It shows they are active and knowledgeable in a very specific, high-growth niche that combines technology with regulated industries - exactly the kind of target that could thrive in the public markets. **FTW-WT** (former EQV-WT, trading at pre-DA prices) - massively undervalued. Already signed DA with Presidio Petroleum. Presidio is confirming a $1.35 annual dividend, which is a massive \~13.5% yield at NAV. That yield creates a hard floor for the common stock - it simply can't crash like a typical pre-revenue de-SPAC without the yield becoming absurdly high. If anything, it should re-rate to $13-15 to match the \~8% peer average. Also, the deal looks locked and loaded. They just filed the 3rd S-4 amendment and announced the post-merger Board, which is a huge signal that closing is imminent. With institutional backing from players like Magnetar and Fort Baker, the redemption risk seems much lower than usual. It’s a cash-flowing PDP play, not vaporware. **IPODW** (as you mentioned) - because of AI. **EVACW** \- same sponsor as FTW, but no deal yet. **DNMXW** \- energy, power, digital assets. **APXTW** \- massively undervalued SPAC. Large trust fund, cheap warrants.
I smell strong hopium here. There is no way on earth $75m SPAC brings 3b entity public. There are much better SPACs with larger fund size. KFIIR for example, they are Goldman Suchs experts in experiential entertainment indistry. $250m trust size, rights are trading @$0.15 cents. Which gives an average price of $2.25 in a future company.