26 Capital Acquisition Corp. - ADER
-
Commons
$9.83
-0.30%ADER Vol: 56.8K
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Warrants
$0.46
-2.37%ADERW Vol: 48.9K
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Units
$10.04
-0.15%ADERU Vol: 981.0
SPAC Stats
Market Cap: 270.9M
Average Volume: 105.2K
52W Range: $9.57 - $9.92
Weekly %: +0.10%
Monthly %: +0.20%
Inst Owners: 86
Info
Target: Okada Manila
Target Details: the largest integrated resort in the Philippines.
Investor Presentation: Click to View
Definitive Agreement Date: Oct. 15, 2021
Merger Meeting: Pending
🕵Stocktwit Mentions
PUMPANO posted at 2022-01-21T20:31:41Z
$ADER WTF is goin on with these warrants its CRAZY, how low can they go?!
franciumusa posted at 2022-01-21T17:53:58Z
$ADER Earlier today 200 warrants moved the prices up by 20%. LOL. You know when we go back up, this is going to be furious. Jason secures one PIPE and the entire float is out of our hands.
franciumusa posted at 2022-01-21T04:24:32Z
$ADER Another video uploaded an hour ago. The kids are having fun. This property is going viral in Manila. The physical asset built on 42 hectares and high capacity inside demonstrates the opportunity for increasing the margins when traffic goes up. There is no overcrowding problem even if we can quadruple the revenues. https://www.youtube.com/watch?v=rYlO8k0HLpo
moonlava posted at 2022-01-20T23:17:35Z
$ADER at least the warrant sellers have disappeared
franciumusa posted at 2022-01-20T13:50:00Z
$ADER $aderu The traffic is being restored very well. Uploaded 5 hours ago, look at rapid comments. The online community on YouTube is very active. On a side note, the UK canceled all of their COVID restrictions https://www.youtube.com/watch?v=EGeBqyJ4j7Q
franciumusa posted at 2022-01-19T22:07:03Z
$ADER There are only 13.5 million warrants. Stays under radar until the LVS, MGM and PENN investors show up. There are too many potential investors here. This will not go unnoticed. Look at the PENN investors. We are valued better than PENN and net income positive from the first day of de-spac. https://hedgefollow.com/stocks/PENN
franciumusa posted at 2022-01-19T19:42:24Z
$ADER Casino and High Roller tables are open. This woman gets 7 likes - live proof that business is on track and there is no lockdown like last year. 20 more Youtube videos uploaded in the last five days. Incredibly popular in Manila. https://youtu.be/doJyU2gYdGM
moonlava posted at 2022-01-19T17:14:44Z
$ADER I’m about to go balls deep in these W’s
franciumusa posted at 2022-01-19T17:11:33Z
$ADER Four casinos are allowed to remain open. Covid restrictions drive even more traffic to Okada because other casinos are closed. Awesome news! Casino gambling was originally banned under Alert Level 3. But the four integrated resorts in Manila managed to convince government officials to allow gaming to continue. The allowance issued to City of Dreams, Okada, Solaire, and Resorts World is conditioned on the resorts limiting occupancy to 75% of their property’s fire code. Additionally, all must adhere to strict social distancing measures and robust entrance protocols for guests and employees.
franciumusa posted at 2022-01-19T13:23:13Z
$ADER We have reached COVID peak! Wow, that was a fast recovery. High roller tables are active and Casino is open. Love the opportunity and the risk vs reward here. https://www.worldometers.info/coronavirus/country/philippines/
franciumusa posted at 2022-01-19T11:19:03Z
$ADER NYC casino with a crypto floor. https://www.financialmirror.com/2022/01/03/new-york-mirai-casino-to-get-crypto-trading-floor/
franciumusa posted at 2022-01-19T01:09:28Z
$ADER $ADERU Our boy Jason is going great at this. Mentions the valuations and growth. Look at the views and people in Gaming admire him in the comments. https://youtu.be/SyEzLq743-c
franciumusa posted at 2022-01-18T22:18:56Z
$ADER Who is selling warrants at 50 cents a piece? There has to be some limit to this stupidity. Don't make me take a loan against my house now!
franciumusa posted at 2022-01-18T05:09:48Z
$ADER I have some incredible findings to kick off the week! FY2021 GGR to Php18.92 billion (US$371.0 million). This is about $54m more than the investor's presentation! Wow. We beat our own projections by $54m, which is likely because of a significant increase during December because we were still closed until mid-October. More to come but you can do very basic math on GGR for 2022. The total forecasted revenue shall be $110 + $180 + $220 + $290 = $800m. This is more than the investor's presentation. We can easily achieve this type of growth as Omicorn peaks and we don't even need a return to normalcy. Remember that casinos are not closed under level 3. They are to remain open at 70% capacity, but we have only been using 25% capacity of our $3B casinos. Therefore, Level 3 retractions do not affect us. PROOF - Check Youtube and thank Philipino people.
franciumusa posted at 2022-01-18T04:43:04Z
$ADER $aderu We recorded $137m in revenue during Q4. https://focusgn.com/asia-pacific/okada-manila-posts-ggr-of-us137m-for-q4
franciumusa posted at 2022-01-18T04:40:05Z
$ADER $ADERU Considering South Africa Omicron recovered within 1 month, we are likely to hit a significant improvement by month end in Philippines. The current wave has obviously affected Q1 revenue. But, we are also likely to see that rush back to Casino and parties being planned in February and March. If COVID remains controlled in April and beyond, then we can say that we will easily exceed yearly projections remain on track! Otherwise, we still remain a profitable business on track for massive upside this year and the next. https://www.worldometers.info/coronavirus/country/south-africa/
franciumusa posted at 2022-01-16T01:03:46Z
$ADER $ADERU Just an unrelated tidbit about the Philippines. These people are really into the Internet, YouTube, Facebook, and Twitter. If you are a US business that wants to expand digitally, the Philippines is the way to go! It's about 1/3 population of the US in a land that is smaller than California's! It's a $400B economy en route to exceed $500B in five years due to rapid growth.
franciumusa posted at 2022-01-15T17:31:54Z
$ADER You can buy a physical business with a brand that can grow digitally as well. $3B casino (Land+Building+License). It's open for vaccinated. Boosters already started. Good news that VIP and high roller games are in progress. Love it! https://youtu.be/E7hNh4CyC3Y
franciumusa posted at 2022-01-14T21:30:14Z
$ADER Made 26.9 million in profits in Q4. That is more quarterly profit than most of the Macau casinos. If you believe that Asia recovery and pent up demands are real then this will sky rocket. Expecting every institution that holds LVS and PENN will be reviewing Okada Manila. It will come to New York as the largest crypto gambling hub. Humans - looks like gambling is in our blood.
moonlava posted at 2022-01-12T04:18:07Z
$ADER francium, we’re waiting for your daily post
SirSloth posted at 2022-01-10T16:35:47Z
$ADER Account is up today because of warrants
franciumusa posted at 2022-01-09T01:04:11Z
$ADER $ADERU Called in - the casino part is closed due to the level 3 alert, the good news is that we will still hit $30m in EBITDA for Q4. As long as Covid goes down by 21 Jan, we are back to business and the current wave may be quite helpful to get more vaccinated in Philippines. Tracking this casino daily because Manila is too big to miss!
franciumusa posted at 2022-01-07T17:06:16Z
$ADER 47% are fully vaccinated. Boosters started. COVID again subside in one month.
franciumusa posted at 2022-01-06T15:41:41Z
$ADER Pool remains busy. Birthday celebration. And about 10 new videos. Philippines seems to be a very big country 1/3 of the US population. Celebrate life make memories. https://youtu.be/O86oGgK5obQ
franciumusa posted at 2022-01-05T16:37:56Z
$ADER Vaccinated people are allowed. Making progress daily! https://twitter.com/okadamanila/status/1478622309007118336
franciumusa posted at 2022-01-05T00:01:29Z
$ADER $ADERU There you go. Through Asiabest in Philippines. And, through ADER in the US. Limited to no risk of future dilutions and worries about any equity rollovers. I believe we will not require any PIPE investors because Asiabest will cover another $300m in cash IPO through their local interests. The Casino is to receive over $450m to $550m through this double IPO process. And, this cash may very well fund the NYC project. Expecting a monster rally in Q3 and Q4. The value of warrants may go incredibly high considering that there are no such warrants offered in Philippines! https://www.casino.org/news/okada-manilla-is-looking-to-list-shares-in-the-philippines/
franciumusa posted at 2022-01-04T03:06:23Z
$ADER Hot news — Okada Manila will also be going IPO on Philippines stock exchange. More details to come. Demand will outpace supply! Wow.
franciumusa posted at 2022-01-04T02:43:54Z
$ADER $ADERU Dear Jason & Fellow Investors, Google Trends Broke the Record for Okada Manila - It reached 100! Please check the Philippines statistics. I cannot believe my eyes when I see that the trend broke out starting Oct 1 and it reached the peak around New Year! I am expecting a GGR of $155m. This should be set up very well for 2022. I am counting approximately $800m in revenue and $160m in EBITDA. I am also expecting 2023 revenues to be $1.2B and EBITDA of $300m. Besides Supergroup and System1, this might be the only SPAC hitting such numbers! Institutional investors are fat, stupid, and slow! LOL. We can outsmart them once in a while by doing our analysis faster than they do. https://trends.google.com/trends/explore?q=okada%20manila
franciumusa posted at 2022-01-02T16:17:15Z
$ADER $ADERU Another video today. The pool is quite active. And the traffic for Buffett seems to be all-time high post-pandemic. https://www.youtube.com/watch?v=6aOxx-uNHlY
franciumusa posted at 2022-01-01T14:09:09Z
$ADER $ADERU Happy New Year Friends. The fireworks at Okada Manila seems to be another successful event. There are 13 million people who live nearby. Even though COVID is going up, the traffic will remain high. 45% of the population is vaccinated. Boosters have started. Great set up for 2022 and also great news that we have some time to line up the institutional investors. https://www.youtube.com/watch?v=AyYNpjH6qyo
Holder Stats
| 1 | 0 |
|---|---|
| % of Shares Held by All Insider | 0.00% |
| % of Shares Held by Institutions | 84.37% |
| % of Float Held by Institutions | 84.37% |
| Number of Institutions Holding Shares | 86 |
Mutual Fund Holders
| Holder | Shares | Date Reported | Value | % Out |
|---|---|---|---|---|
| Blackstone Alternative Multi-Strategy Fund | 527700 | 2021-09-29 | 5129244 | 1.92 |
| First Tr Exchange Traded Fd-First Trust Merger Arbitrage Fd | 140000 | 2021-09-29 | 1360800 | 0.51 |
| Saba Capital Income & Opportunities Fd | 69009 | 2021-10-30 | 681118 | 0.25 |
| Fidelity NASDAQ Composite Index Fund | 23758 | 2021-10-30 | 234491 | 0.09 |
| Brinker Capital Destinations Tr-Destinations Low Duration Fixed Inc Fd | 21948 | 2021-08-30 | 212676 | 0.08 |
| CrossingBridge Pre-Merger SPAC ETF | 9840 | 2021-09-29 | 95644 | 0.04 |
| RiverNorth Opportunities Fd | 6044 | 2021-10-30 | 59654 | 0.02 |
| Greenspring Fund, Incorporated | 6000 | 2021-09-29 | 58320 | 0.02 |
| RiverNorth Specialty Finance Corporation | 3372 | 2021-09-29 | 32775 | 0.01 |
Institutional Holders
| Reporting Date | Hedge Fund | Shares Held | Market Value | % of Portfolio | Quarterly Change in Shares | Ownership in Company |
|---|---|---|---|---|---|---|
| 2022-01-06 | Carroll Financial Associates Inc. | 146,550 | $1,440,000 | 0.1% | -11.7% | 0.426% |
| 2022-01-03 | Wellspring Financial Advisors LLC | 25,600 | $250,000 | 0.1% | 0 | 0.074% |
| 2021-11-16 | Schonfeld Strategic Advisors LLC | 25,000 | $240,000 | 0.0% | 0 | 0.073% |
| 2021-11-16 | Cetera Advisor Networks LLC | 21,200 | $210,000 | 0.0% | -69.2% | 0.062% |
| 2021-11-16 | Jane Street Group LLC | 275,649 | $2,680,000 | 0.0% | +1.3% | 0.802% |
| 2021-11-16 | Millennium Management LLC | 140,280 | $1,360,000 | 0.0% | +209.8% | 0.408% |
| 2021-11-16 | Citadel Advisors LLC | 380,871 | $3,700,000 | 0.0% | +1.6% | 1.108% |
| 2021-11-16 | CNH Partners LLC | 68,200 | $660,000 | 0.0% | -60.6% | 0.198% |
| 2021-11-15 | Rivernorth Capital Management LLC | 24,998 | $240,000 | 0.0% | 0 | 0.073% |
| 2021-11-15 | Berkley W R Corp | 130,483 | $1,270,000 | 0.1% | +162.6% | 0.380% |
| 2021-11-15 | Marshall Wace LLP | 1,021,160 | $9,930,000 | 0.0% | +392.4% | 2.971% |
| 2021-11-15 | Glazer Capital LLC | 80,644 | $780,000 | 0.0% | 0 | 0.235% |
| 2021-11-15 | Dark Forest Capital Management LP | 80,554 | $780,000 | 0.3% | 0 | 0.234% |
| 2021-11-15 | Highbridge Capital Management LLC | 2,351,497 | $22,860,000 | 0.6% | +21.1% | 6.842% |
| 2021-11-12 | PEAK6 Investments LLC | 19,170 | $190,000 | 0.0% | 0 | 0.056% |
| 2021-11-12 | Arena Capital Advisors LLC CA | 543,561 | $5,280,000 | 0.4% | +5.8% | 1.581% |
| 2021-11-12 | Wolverine Asset Management LLC | 52,675 | $510,000 | 0.0% | +196.7% | 0.153% |
| 2021-11-12 | Hsbc Holdings PLC | 383,072 | $3,720,000 | 0.0% | 0 | 1.115% |
| 2021-11-12 | Cohanzick Management LLC | 31,788 | $310,000 | 0.1% | +44.8% | 0.092% |
| 2021-11-12 | Magnetar Financial LLC | 10,341 | $100,000 | 0.0% | 0 | 0.030% |
| 2021-11-10 | Goldman Sachs Group Inc. | 179,436 | $1,740,000 | 0.0% | -2.7% | 0.522% |
| 2021-11-09 | Picton Mahoney Asset Management | 200,000 | $1,940,000 | 0.1% | 0 | 0.582% |
| 2021-11-09 | Basso Capital Management L.P. | 476,401 | $4,630,000 | 0.5% | +28.1% | 1.386% |
| 2021-10-07 | Carroll Financial Associates Inc. | 166,054 | $1,610,000 | 0.1% | -60.7% | 0.483% |
| 2021-08-25 | Marshall Wace LLP | 207,367 | $2,009,999 | 0.0% | +49.6% | 0.603% |
| 2021-08-17 | Context Capital Management LLC | 190,878 | $1,850,000 | 0.2% | 0 | 0.555% |
| 2021-08-17 | Millennium Management LLC | 45,280 | $440,000 | 0.0% | 0 | 0.132% |
| 2021-08-17 | Aristeia Capital LLC | 625,000 | $6,070,000 | 0.1% | 0 | 1.818% |
| 2021-08-17 | Balyasny Asset Management LLC | 100,000 | $970,000 | 0.0% | 0 | 0.291% |
| 2021-08-17 | Boothbay Fund Management LLC | 252,058 | $2,470,000 | 0.1% | 0 | 0.733% |
| 2021-08-17 | Citadel Advisors LLC | 374,806 | $3,640,000 | 0.0% | +3.2% | 1.091% |
| 2021-08-16 | Whitebox Advisors LLC | 150,000 | $1,460,000 | 0.0% | +25.0% | 0.436% |
| 2021-08-16 | CNH Partners LLC | 173,239 | $1,680,000 | 0.0% | -13.4% | 0.504% |
| 2021-08-16 | Owl Creek Asset Management L.P. | 100,000 | $970,000 | 0.0% | 0 | 0.291% |
| 2021-08-16 | Bank of America Corp DE | 756,222 | $7,340,000 | 0.0% | +53.9% | 2.200% |
| 2021-08-16 | Alberta Investment Management Corp | 10,364 | $100,000 | 0.0% | 0 | 0.030% |
| 2021-08-16 | Vivaldi Asset Management LLC | 140,000 | $1,360,000 | 0.2% | +3.7% | 0.407% |
| 2021-08-16 | Cohanzick Management LLC | 21,948 | $210,000 | 0.1% | 0 | 0.064% |
| 2021-08-16 | Goldman Sachs Group Inc. | 184,436 | $1,790,000 | 0.0% | +151.2% | 0.537% |
| 2021-08-16 | Marshall Wace LLP | 207,367 | $2,009,999 | 0.0% | +49.6% | 0.603% |
| 2021-08-16 | Periscope Capital Inc. | 580,000 | $5,630,000 | 0.2% | +93.3% | 1.688% |
| 2021-08-13 | Oribel Capital Management LP | 907,114 | $8,810,000 | 0.5% | -0.6% | 2.639% |
| 2021-08-13 | Anson Funds Management LP | 200,000 | $1,940,000 | 0.2% | 0 | 0.582% |
| 2021-08-13 | Basso Capital Management L.P. | 371,970 | $3,610,000 | 0.5% | +26.1% | 1.082% |
| 2021-08-13 | OLD Mission Capital LLC | 13,099 | $130,000 | 0.0% | 0 | 0.038% |
| 2021-08-13 | Toronto Dominion Bank | 100,000 | $970,000 | 0.0% | 0 | 0.291% |
| 2021-08-13 | Qube Research & Technologies Ltd | 13,340 | $130,000 | 0.0% | 0 | 0.039% |
| 2021-08-13 | Geode Capital Management LLC | 23,758 | $230,000 | 0.0% | 0 | 0.069% |
| 2021-08-12 | Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 50,000 | $490,000 | 0.0% | 0 | 0.145% |
| 2021-08-12 | Highbridge Capital Management LLC | 1,941,480 | $18,850,000 | 0.5% | +62.9% | 5.649% |
| 2021-08-12 | Athos Capital Ltd | 249,998 | $2,430,000 | 0.5% | 0 | 0.727% |
| 2021-08-11 | Ramius Advisors LLC | 12,623 | $120,000 | 0.0% | 0 | 0.037% |
| 2021-08-11 | Arena Capital Advisors LLC CA | 513,864 | $4,990,000 | 0.4% | 0 | 1.495% |
| 2021-08-10 | Toronto Dominion Bank | 100,000 | $970,000 | 0.0% | 0 | 0.291% |
| 2021-08-03 | Landscape Capital Management L.L.C. | 19,714 | $190,000 | 0.0% | 0 | 0.057% |
| 2021-05-18 | Castle Creek Arbitrage LLC | 349,998 | $3,390,000 | 0.2% | 0 | 4.276% |
| 2021-05-18 | TENOR CAPITAL MANAGEMENT Co. L.P. | 150,000 | $1,460,000 | 0.0% | 0 | 1.833% |
| 2021-05-18 | Flow Traders U.S. LLC | 10,691 | $100,000 | 0.0% | 0 | 0.131% |
| 2021-05-18 | Potrero Capital Research LLC | 300,000 | $2,910,000 | 0.7% | 0 | 3.665% |
| 2021-05-18 | Fir Tree Capital Management LP | 500,000 | $4,850,000 | 0.2% | 0 | 6.109% |
| 2021-05-18 | Verition Fund Management LLC | 383,072 | $3,720,000 | 0.0% | 0 | 4.680% |
| 2021-05-18 | Berkley W R Corp | 49,696 | $480,000 | 0.1% | 0 | 0.607% |
| 2021-05-18 | Tudor Investment Corp Et Al | 200,000 | $1,940,000 | 0.0% | 0 | 2.443% |
| 2021-05-18 | Blackstone Group Inc. | 500,000 | $4,850,000 | 0.0% | 0 | 6.109% |
| 2021-05-18 | Citadel Advisors LLC | 363,144 | $3,520,000 | 0.0% | 0 | 4.437% |
| 2021-05-18 | Radcliffe Capital Management L.P. | 514,400 | $4,990,000 | 0.2% | 0 | 6.285% |
| 2021-05-18 | Jane Street Group LLC | 232,528 | $2,260,000 | 0.0% | 0 | 2.841% |
| 2021-05-18 | TIG Advisors LLC | 10,000 | $97,000 | 0.0% | 0 | 0.122% |
| 2021-05-17 | Vivaldi Asset Management LLC | 135,000 | $1,310,000 | 0.3% | 0 | 1.649% |
| 2021-05-17 | Saba Capital Management L.P. | 158,046 | $1,530,000 | 0.0% | 0 | 1.931% |
| 2021-05-17 | Vivaldi Capital Management LLC | 15,000 | $150,000 | 0.0% | 0 | 0.183% |
| 2021-05-17 | CNH Partners LLC | 200,000 | $1,940,000 | 0.1% | 0 | 2.443% |
| 2021-05-17 | Polar Asset Management Partners Inc. | 850,000 | $8,250,000 | 0.1% | 0 | 10.385% |
| 2021-05-17 | HBK Investments L P | 400,000 | $3,880,000 | 0.0% | 0 | 4.887% |
| 2021-05-17 | Nomura Holdings Inc. | 311,352 | $3,020,000 | 0.0% | 0 | 3.804% |
| 2021-05-17 | Goldman Sachs Group Inc. | 73,436 | $710,000 | 0.0% | 0 | 0.897% |
| 2021-05-14 | Sculptor Capital LP | 177,530 | $1,720,000 | 0.0% | 0 | 2.169% |
| 2021-05-14 | Whitebox Advisors LLC | 120,000 | $1,160,000 | 0.0% | 0 | 1.466% |
| 2021-05-14 | Oribel Capital Management LP | 912,986 | $8,860,000 | 0.6% | 0 | 11.154% |
| 2021-05-14 | Hartree Partners LP | 500,000 | $4,850,000 | 0.8% | 0 | 6.109% |
| 2021-05-14 | Periscope Capital Inc. | 300,000 | $2,910,000 | 0.1% | 0 | 3.665% |
| 2021-05-14 | Monashee Investment Management LLC | 99,998 | $970,000 | 0.1% | 0 | 1.222% |
| 2021-05-13 | Wolverine Asset Management LLC | 12,782 | $120,000 | 0.0% | 0 | 0.156% |
| 2021-05-13 | Atalaya Capital Management LP | 100,000 | $970,000 | 0.2% | 0 | 1.222% |
| 2021-05-12 | Highbridge Capital Management LLC | 1,192,067 | $11,670,000 | 0.5% | 0 | 14.564% |
| 2021-05-11 | Segantii Capital Management Ltd | 50,000 | $490,000 | 0.0% | 0 | 0.611% |
| 2021-05-10 | Basso Capital Management L.P. | 295,088 | $2,860,000 | 0.4% | 0 | 3.605% |
| 2021-05-05 | Exos Asset Management LLC | 45,000 | $440,000 | 0.3% | 0 | 0.550% |
| 2021-04-21 | Deltec Asset Management LLC | 100,000 | $970,000 | 0.1% | 0 | 1.222% |
| 2021-04-19 | Sanders Morris Harris LLC | 10,000 | $99,000 | 0.0% | 0 | 0.122% |