Cohen Circle Acquisition Corp I
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Cohen Circle Acquisition Corp I AI Insights
Informational only. Not investment advice.Snapshot
- Zero revenue SPAC with 238.5M total assets - 99.9% held in trust (237M current assets vs 237K liquid). Cash burn of 571K TTM from operations.[Total Assets / Current Assets]
- Net income of 3.8M TTM entirely from 7.1M interest income on trust assets, offset by 3.3M operating expenses. No operating business exists.[Net Income TTM]
- 232.7M financing inflow TTM reflects IPO proceeds. Only 34K cash outside trust - extreme liquidity constraint for operations.[Cash and Equivalents]
Watch Triggers
- Cash and Equivalents: Falls below 20K or requires sponsor loan — Signals inability to fund deal sourcing; accelerates liquidation timeline
- Total Assets: Significant redemptions reduce trust below 200M — Shrinks acquisition capacity and target universe; may kill pending deals
- Operating Expense TTM: Rises above 4M annually — Erodes trust value faster; reduces per-share liquidation value
Bull Case
Trust earns 7.1M interest income TTM (3% yield) - covers 3.3M opex with 3.8M surplus. Time value preserved while searching for target.
237M trust provides meaningful acquisition currency. Minimal debt (525K) and clean balance sheet for potential target negotiations.
Bear Case
Only 34K operating cash vs 3.3M annual opex - requires sponsor funding or debt to continue operations. Severe liquidity mismatch.
No revenue, no business, pure optionality play. If no deal closes, shareholders receive trust value minus expenses - downside capped but upside uncertain.
Bull vs Bear Balance
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Forward Thesis
SPAC must complete acquisition or liquidate - binary outcome within typical 18-24 month window
- Trust assets of ~237M set acquisition scale
- 34K operating cash limits deal sourcing runway
- 12.4M liabilities create redemption pressure
Valuation Context
Caveats
Public Strategies Rankings
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CCIR Fundamentals
| Metric | Value | YoY Growth | Industry Percentile |
|---|---|---|---|
Beta 5Y (Monthly) | unknown | — |
CCIR Dividend History
CCIR Stock Splits
CCIR SEC Filings
| Filing Date | Report Date | Report Type | Filing Link |
|---|---|---|---|
08/11/25 | 06/30/25 | 10-Q | |
05/13/25 | 03/31/25 | 10-Q | |
03/26/25 | 12/31/24 | 10-K | |
11/14/24 | 09/30/24 | 10-Q | |
10/11/24 | 06/30/24 | 424B4 | |
07/17/24 | 03/31/24 | DRS/A | |
10/11/24 | 12/31/23 | 424B4 | |
11/14/24 | 09/30/23 | 10-Q | |
06/30/23 | 06/30/23 | Unknown | -- |
05/23/23 | 03/31/23 | DRS/A | |
05/23/23 | 03/31/22 | DRS/A |