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Campaigns / Spruce Point Capital → Danimer Scientific, Inc.
Spruce Point Capital vs. Danimer Scientific, Inc.

Danimer Scientific, Inc. · DNMR

1 deck published between 2021-04-22 and 2021-04-22 — 63 pages, 63 analysed slides total.

initial thesis

Timeline

Each deck in chronological order — click to open. This is the story of the campaign as it unfolded.

  1. 2021-04-22 initial thesis

    2021 04 6515d2a74dda6df596a9a7d0_64e79f2e26bec226822637c3_dnmr_research_thesis_4 22 2021

    63pp · full_deck

    Danimer is an over-hyped SPAC bioplastics story whose governance-tainted management, irreconcilable facility claims, failed-PHA precedent, and 138x EBITDA valuation imply 65-100% downside to ~$8.75/share.