Thursday, January 21, 2021
Saturday, January 9, 2021
NavSight Holdings (NSH) - Near NAV SPAC Targeting Company Similar to Palantir
Good day fellow SPAC investors. I am back with another company trading close to Nav that I think has immense potential to find the next Palantir. I am hoping to generate some discussion around this and get others thoughts on this company. As always, I am by no means an expert, so do your own due diligence.
NSH - NavSight Holdings, Inc. - 10.21
Why I invested: The leadership of this SPAC is dominated by multiple people who have spent their careers working in national security as well as providing differentiated expertise and technology to U.S. government customers in support of their national security, intelligence, and defense missions.They have worked at top government agencies in this area including the NSA, have grown businesses in the space and have invested in many others. In doing this, they obviously have developed an extensive network of contacts and relationships which will provide substantial sources of acquisition opportunities. They should have a lot of insight into finding an ideal SPAC that will hopefully be successful and provide a great return to investors. For me, this is a company that could invest in the next Palantir and I am hopeful that it will be something that I can hold long after the merger. My guess is that this will be in the cybersecurity space based on the leadership’s past experience. I have little doubt that they won’t find an ideal target as this is such a niche market that other SPACs are not targeting and the management team has so much experience in it.
IPOSize: $230M
Target: US government national security, intelligence and defence vendors in the tech space.
Companies that:
- Are differentiated expertise and technology to U.S. government customers in support of their national security, intelligence and defense missions.
- Have a defensible market position, possess a track record of maintaining and growing long-term customer relationships, and derive a majority of their revenue from prime contracts;
- Hold positions on large multi-year IDIQ (indefinite delivery, indefinite quantity) contracts and programs, and/or possess proprietary technology and and/or can deliver specialized capabilities;
- Have sole source positions on high priority and well-funded contracts and/or programs that can result in above average profitability margins;
Leadership:
Robert A. Coleman
- Founder, CEO and President of Integrated Data Systems Corporation, acquired by ManTech (defence contracting).
- Co-founder of Six3 Systems, Inc (cybersecurity, intelligence, surveillance, and reconnaissance services and technology to the Intelligence Community and the Department of Defense).
- Former senior positions with Raytheon, SAIC and the Office of the White House.
- Advisory board member of the National Defense Industrial Association.
- Board member of BlackHorse Solutions (digital security), and Lookingglass Cyber Solutions (cyber security).
- Former Deputy Director of National Security Agency.
- Former Chairman of Broadware Technologies (Video surveillance software company).
- Former Director ArcSight, Inc (public security), Six3 Systems, AirPatrol Corporation (information security), Fixmo, Inc (mobile device security), SafeNet, Inc (encryption, data protection, and authentication solutions company).
- Former President and CEO Cylink Corporation (e-business security solutions).
- Partner at AIM13 CVP (Venture capital firm focused on investing in emerging technologies, especially in the defense, national security and intelligence domains).
- Invested in Trinity Cyber (Cybersecurity), Whitefox (Drone airspace security), Allied Bioscience (Antimicrobial coatings).
- Former Deputy Chief (Operations)Counterterrorism Center, Chief of the National Resources Division at CIA.
- Former Deputy Chief of the International Terrorism Operations at FBI.
- Former Coordinator for Counterterrorism at the U.S. Department of State.
- Chairman of Lookingglass Cyber Solutions, Inc. (Cybersecurity).
- Founder and former CEO of In-Q-Tel (CIA venture capital fund).
- Board of directors, Maxar (Space technology).
- Former Committee on Persistent Forecasting of Disruptive Technologies for the National Academies and member of the Markle Foundation Task Force on National Security in the Information Age.
- The person who licensed Tetris.
Jack Pearlstein
- Involved with 40 acquisitions, mergers and divestitures.
- Former Executive Vice President and Chief Financial Officer of Cision (software and services to public relations and marketing communications professionals).
- Former CFO of multiple tech/software companies.
Friday, January 1, 2021
Any experience with Mantech Lasertech Desktop Co2 laser? Or with Mantech?
Hi everyone, I’m considering purchasing the Mantech Lasertech Desktop Co2 laser later this month and there is currently a 3 month waiting period in the UK for it. Before I commit does anyone have any experience with this company or with this laser? I like that it’s a UK based company, so I wouldn’t have to import it and they appear to have good customer support. They also give you training on the machine, when they install it. I want to use it for a mix of glass etching (they have a rotary axis included) and small wood signs.
Any response would be greatly appreciated.