$ACTC research thread (2/2)

B/c of the management team’s experience and connections, we believe this SPAC presents a unique needle in a haystack opportunity for investors both long and short term.

This next thread is speculation based. No guarantee they merge with these co.s!⬇️ https://twitter.com/tc_investments/status/1341523422539632640
Going to have more than 2 speculative guesses to be honest. But feel free to drop your own as well, backed by some decent info please. $ACTC

There are a ton of private solar companies they could potentially merge with, but one stands out.
$ACTC could become $OXPV if this were to happen.

- Arno Harris retweeted one of their tweets recently. He’s a board member of $ACTC
- Arno’s been in the solar industry for years. He’s a notable figure and important to have on the team
- Perfect time for them to go public imo
$ACTC - more on OxfordPV speculation.

- OxfordPV is invested in heavily by Goldwind. Chen Shi is on their board.
- Goldwind is a massive worldwide solar firm. Which is working with Clean Energy for Biden (!!!) - Director Dr. Audrey Lee is the co-founder of that. ⬇️
More on Goldwind and OxfordPV.

$ACTC

We personally love the connections here so far. OxfordPV has every reason to want to go public. Huge future market! See next tweet ⬇️
$ACTC - OxfordPV speculation

- Massive correlation to the future and that market. Will be a game changer.
Read the 4th image in an article about Biden’s plan for clean energy. 👀
- Biden has pressure to move fast on the energy plan imo

⬇️⬇️⬇️
“Renewable energy could become biggest source of electricity generation by 2022, says IEA chief”

Why it’s so vital that $ACTC has the co-founder of Clean Energy for Biden onboard.

OxfordPV would be a great merger target imo. Lmk thoughts.

Next guess: Pinnacle Engines
Speculative guess #2:
$ACTC would become $PNCL?

- Partnered with FEV, a big auto group
- Second largest award ever from U.S. Dept. Of Energy
- Could improve national security
- Can impact 250mil vehicles.
- Dr. Audrey Lee (co-founder of Clean Energy for Biden) on the board!!!
$ACTC

Let me reiterate that. The co-founder of a president-backed group id a board member of a private company set to impact the industry heavy. This could be a major connection imo.

- Pinnacle Engines has some notable team players
$ACTC is a renewable resource play. There are so many possibilities.
My other favorites speculative guesses, with brief reasoning:
-Primus Power
-FEV
-Soli-tek
Speculative guess #3:
$ACTC could become $PMUS

- Flow batteries are the future
- You use flow batteries and nuclear energy via depleted uranium (thanks @JamesSoldinger for explaining)
- Microsoft/Bill Gates backed
- Govt. funded by Biden
- Easy connection to ACTC through Biden
Flow batteries provide a huge potential market for long investing. Would love to see $ACTC merge with Primus Power as well.
Final speculative guess: (not explaing Soli-tek)
$ACTC could become $FEV
- Massive market for them
- Work with Pinnacle Engines directly for commercialization
- Co founder of Clean Energy for Biden on Pinnacle Engine’s team for years now.
- Huge potential for a lot of reasons
Thanks for reading - Please remember this is pure speculation. Let me know what you think and please share if you like any of the ideas 🤝 $ACTC

All of ArcLight’s potential market’s are huge and regardless of who they merge with, confident they’ll find a target soon.
You can follow @TC_Investments.
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