Louis Camhi on the opportunities in the SPAC market

Louis Camhi provides an update on his thesis for ORGN and then walks through where he's finding opportunities in the SPAC market today.

Louis's first podcast appearance: https://twitter.com/AndrewRangeley/status/1428710432848613377?s=20

Chapters
0:00 Intro
1:45 Origin Update
5:55 Origin today versus their SPAC projections
8:45 When will we start seeing unit economics for ORGN plants?
12:55 Talking about the SPAC market today
17:30 Opportunities in current SPAC IPOs
21:30 What pre-deal SPACs does Louis like currently?
23:20 What to make of companies that are flying after the deSPAC
27:30 Are pre-deal SPAC warrants attractive right now?
36:45 CND / Circle
45:40 What to make of deals like FMAC that reward shareholders for not redeeming?
49:00 SPACs with rights like BENE and ESSC