premieranalysis

CFII - Buy oportunity

Long
NASDAQ:CFII   None
Not a financial advice. Do your own research and have a happy trading.

70% of US electricity production is consumed by buildings. ESG/regulatory goals require these buildings to become net zero energy buildings over the next decade. This drives a huge total addressable market of ~$1T for Smart Windows. View Inc. is the leader in this space with a market share of 80%. View's Smart Glass installations typically realize 20% HVAC and lighting energy savings.

CF Finance Acquisition Corp II had a $500M SPAC IPO (CFII) in August 2020. On November 30, 2020 CF Finance Acquisition II announced a definitive agreement to combine with View Inc., the leader in Smart Windows. The indicative Enterprise Value is $1.6B and the deal is projected to close this quarter. Once the deal closes, the combined company will be named View Inc. and the resultant entity will remain listed on Nasdaq.

Buy oportunity from 11.60 to minimal 13.30 .
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