DCRN
Decarbonization Plus Acquisition Corporation II Class A Common stock
stock NASDAQ

RBAC (2.41M) and DCRN (1.77M) both with nice volume but little movement so far. Accumulation is boring to watch, but its good to see this kind of volume regardless.

Too far from NAV. DCRN is the play.

In FTCV with 1000 shares. 3% downside and if you look at the chart + warrants, this has a very realistic chance of gaining momentum as soon as the merger vote date is announced (they’re on the 4th amendment, so almost there).
Was debating between this and DCRN, but I’m already into DMYQ, so don’t I want to bet too much on sympathy plays. I call that “diversification” lmao

I dont know... but is a good point. High redemptions will hurt Tritium... Btw, DCRN trust fund is big, USD 400M

Buying commons - FTCV, CBAH, DCRN and DMYQ if it drops again.
Any other commons around $10.20-10.40 with warrants over $2.50?

DCRN look like a good buy rn?

What’s the argument for DCRN over SPAQ? Do people really like the fundamentals better or is it just a momentum thing?

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|Ticker|Company|# Mentions (24H)|Mentions and Charts|
|:-|:-|:-|:-|
|DCRC|Decarbonization Plus Acquisition Corporation III|[29](https://www.memebergterminal.com/stock/Decarbonization%20Plus%20Acquisition%20Corporation%20III/DCRC?utm_source=rsmb&utm_medium=SPACs)|[See Specific Mentions](https://www.memebergterminal.com/stock/Decarbonization%20Plus%20Acquisition%20Corporation%20III/DCRC?utm_source=rsmb&utm_medium=SPACs)
|AVPT|Avepoint Inc|[23](https://www.memebergterminal.com/stock/Avepoint%20Inc/AVPT?utm_source=rsmb&utm_medium=SPACs)|[See Specific Mentions](https://www.memebergterminal.com/stock/Avepoint%20Inc/AVPT?utm_source=rsmb&utm_medium=SPACs)
|GGPI|Gores Guggenheim Inc|[22](https://www.memebergterminal.com/stock/Gores%20Guggenheim%20Inc/GGPI?utm_source=rsmb&utm_medium=SPACs)|[See Specific Mentions](https://www.memebergterminal.com/stock/Gores%20Guggenheim%20Inc/GGPI?utm_source=rsmb&utm_medium=SPACs)
|PIPP|Pine Island Acquisition Corp|[20](https://www.memebergterminal.com/stock/Pine%20Island%20Acquisition%20Corp/PIPP?utm_source=rsmb&utm_medium=SPACs)|[See Specific Mentions](https://www.memebergterminal.com/stock/Pine%20Island%20Acquisition%20Corp/PIPP?utm_source=rsmb&utm_medium=SPACs)
|BODY|Beachbody Company Inc|[16](https://www.memebergterminal.com/stock/Beachbody%20Company%20Inc/BODY?utm_source=rsmb&utm_medium=SPACs)|[See Specific Mentions](https://www.memebergterminal.com/stock/Beachbody%20Company%20Inc/BODY?utm_source=rsmb&utm_medium=SPACs)
|DCRN|Decarbonization Plus Acquisition Corporation II|[15](https://www.memebergterminal.com/stock/Decarbonization%20Plus%20Acquisition%20Corporation%20II/DCRN?utm_source=rsmb&utm_medium=SPACs)|[See Specific Mentions](https://www.memebergterminal.com/stock/Decarbonization%20Plus%20Acquisition%20Corporation%20II/DCRN?utm_source=rsmb&utm_medium=SPACs)
|MVST|Microvast Holdings Inc|[15](https://www.memebergterminal.com/stock/Microvast%20Holdings%20Inc/MVST?utm_source=rsmb&utm_medium=SPACs)|[See Specific Mentions](https://www.memebergterminal.com/stock/Microvast%20Holdings%20Inc/MVST?utm_source=rsmb&utm_medium=SPACs)
|DWAC|Digital World Acquisition Corp. Class A Common Stock|[13](https://www.memebergterminal.com/stock/Digital%20World%20Acquisition%20Corp.%20Class%20A%20Common%20Stock/DWAC?utm_source=rsmb&utm_medium=SPACs)|[See Specific Mentions](https://www.memebergterminal.com/stock/Digital%20World%20Acquisition%20Corp.%20Class%20A%20Common%20Stock/DWAC?utm_source=rsmb&utm_medium=SPACs)
|LCID|Lucid Group Inc. Common Stock|[13](https://www.memebergterminal.com/stock/Lucid%20Group%20Inc.%20Common%20Stock/LCID?utm_source=rsmb&utm_medium=SPACs)|[See Specific Mentions](https://www.memebergterminal.com/stock/Lucid%20Group%20Inc.%20Common%20Stock/LCID?utm_source=rsmb&utm_medium=SPACs)
|IPOF|Social Capital Hedosophia Holdings Corp. VI|[12](https://www.memebergterminal.com/stock/Social%20Capital%20Hedosophia%20Holdings%20Corp.%20VI/IPOF?utm_source=rsmb&utm_medium=SPACs)|[See Specific Mentions](https://www.memebergterminal.com/stock/Social%20Capital%20Hedosophia%20Holdings%20Corp.%20VI/IPOF?utm_source=rsmb&utm_medium=SPACs)
|SVFA|SVF Investment Corp|[12](https://www.memebergterminal.com/stock/SVF%20Investment%20Corp/SVFA?utm_source=rsmb&utm_medium=SPACs)|[See Specific Mentions](https://www.memebergterminal.com/stock/SVF%20Investment%20Corp/SVFA?utm_source=rsmb&utm_medium=SPACs)
|SNAX|Stryve Foods Inc|[10](https://www.memebergterminal.com/stock/Stryve%20Foods%20Inc/SNAX?utm_source=rsmb&utm_medium=SPACs)|[See Specific Mentions](https://www.memebergterminal.com/stock/Stryve%20Foods%20Inc/SNAX?utm_source=rsmb&utm_medium=SPACs)
|MCMJ|Merida Merger Corp. I|[10](https://www.memebergterminal.com/stock/Merida%20Merger%20Corp.%20I/MCMJ?utm_source=rsmb&utm_medium=SPACs)|[See Specific Mentions](https://www.memebergterminal.com/stock/Merida%20Merger%20Corp.%20I/MCMJ?utm_source=rsmb&utm_medium=SPACs)
|SOFI|SoFi Technologies Inc. Common Stock|[10](https://www.memebergterminal.com/stock/SoFi%20Technologies%20Inc.%20Common%20Stock/SOFI?utm_source=rsmb&utm_medium=SPACs)|[See Specific Mentions](https://www.memebergterminal.com/stock/SoFi%20Technologies%20Inc.%20Common%20Stock/SOFI?utm_source=rsmb&utm_medium=SPACs)
|SA|Seabridge Gold Inc|[8](https://www.memebergterminal.com/stock/Seabridge%20Gold%20Inc/SA?utm_source=rsmb&utm_medium=SPACs)|[See Specific Mentions](https://www.memebergterminal.com/stock/Seabridge%20Gold%20Inc/SA?utm_source=rsmb&utm_medium=SPACs)
|PSFE|Paysafe Limited|[8](https://www.memebergterminal.com/stock/Paysafe%20Limited/PSFE?utm_source=rsmb&utm_medium=SPACs)|[See Specific Mentions](https://www.memebergterminal.com/stock/Paysafe%20Limited/PSFE?utm_source=rsmb&utm_medium=SPACs)
|ASTS|AST SpaceMobile Inc|[8](https://www.memebergterminal.com/stock/AST%20SpaceMobile%20Inc/ASTS?utm_source=rsmb&utm_medium=SPACs)|[See Specific Mentions](https://www.memebergterminal.com/stock/AST%20SpaceMobile%20Inc/ASTS?utm_source=rsmb&utm_medium=SPACs)
|QS|QuantumScape Corporation|[7](https://www.memebergterminal.com/stock/QuantumScape%20Corporation/QS?utm_source=rsmb&utm_medium=SPACs)|[See Specific Mentions](https://www.memebergterminal.com/stock/QuantumScape%20Corporation/QS?utm_source=rsmb&utm_medium=SPACs)
|CRHC|Cohn Robbins Holdings Corp|[7](https://www.memebergterminal.com/stock/Cohn%20Robbins%20Holdings%20Corp/CRHC?utm_source=rsmb&utm_medium=SPACs)|[See Specific Mentions](https://www.memebergterminal.com/stock/Cohn%20Robbins%20Holdings%20Corp/CRHC?utm_source=rsmb&utm_medium=SPACs)
|DGNS|Dragoneer Growth Opportunities Corp. II|[7](https://www.memebergterminal.com/stock/Dragoneer%20Growth%20Opportunities%20Corp.%20II/DGNS?utm_source=rsmb&utm_medium=SPACs)|[See Specific Mentions](https://www.memebergterminal.com/stock/Dragoneer%20Growth%20Opportunities%20Corp.%20II/DGNS?utm_source=rsmb&utm_medium=SPACs)
|SEAH|Sports Entertainment Acquisition Corp|[7](https://www.memebergterminal.com/stock/Sports%20Entertainment%20Acquisition%20Corp/SEAH?utm_source=rsmb&utm_medium=SPACs)|[See Specific Mentions](https://www.memebergterminal.com/stock/Sports%20Entertainment%20Acquisition%20Corp/SEAH?utm_source=rsmb&utm_medium=SPACs)

DCRC develops next generation batteries, that are in cars. DCRN makes the charging station equipment that charges car batteries.

DCRN moved up to $10.32 today, but that's the one near NAV you want to buy. It's going higher. Much higher.
You're welcome.

Vontier (VNT) through Gilbarco Veeder-Root made a minority investment in 2018.
"Gilbarco Veeder-Root has been a strategic investor in Tritium and purchased an exclusive option to acquire Tritium in September 2018. On August 1, 2021, the companies reached an agreement to waive the option and, prior to the business combination among Tritium, Tritium DCFC Limited (“NewCo”) and DCRN (the “Business Combination”), Gilbarco Veeder-Root will execute a lock-up agreement on the same terms as the other existing Tritium shareholders"
https://www.businesswire.com/news/home/20210812005876/en/Gilbarco-Veeder-Root-Announces-Waiver-of-Option-to-Acquire-Tritium

Yep. I’ve rotated most of my profits into stuff like DCRN FTCV DGNS etc

Great DD and way to shine a light on DCRN. Agree that this one is undervalued compared to peers. The recent run-up in EVGo getting it to $4B MC can give this one legs next.
FYI - That "partnership" with ChargePoint was from 2015 and is no longer valid. ChargePoint makes their own DCFC now and competes directly with Tritium.

oh just wait til u hear about DCRN

Thanks for asking. I am looking at post DA, pre merger for the downside protection. Right now I’m undecided still but already have decent positions in DMYQ, DCRC, and FTCV. Really like Circle ( have small amount of warrants ) and SEAH. Closer to NAV, maybe DCRN, CBAH or NGCA. Also eyed BRPM for the hype alone but might be dead for now

I really like your analogy of DCRN being like a ETF/index fund as it’s a manufacturer rather than betting on one company.
A bit like LCID, the company’s MOAT here is their tech. Lots of SPACs claim to be leaders in their respective market despite being an early set up. It’s different here with DCRN.
Another catalyst could be the infrastructure bill.

I'm in it too. Here is a clip from the Tritium analyst day videocall where the Chairman of DCRN states that the intrinsic value of Tritium should result in a shareprice of $30-$34 !
[https://youtu.be/T1Id\_d90pU4?t=3283](https://youtu.be/T1Id_d90pU4?t=3283)
Due to this trading below $10 for so long the arbitrage funds still own alot of shares. Should take a week or so, depending on the volume above $10, to get them out. Last moments to load up on the shares.

$DCRN Tritium Charging

lol the daily chart for DCRN is something else

SPAQ is a charging company, it's not really similar to DCRN at all.