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NXPI: risk-free oafish 3% spread

...
scarlet national security agency ceo
  03/07/18
Wait until Mofcom blocks the deal
buff fortuitous meteor
  03/07/18
LJL why is Mofcom blocking this deal. You think they're goin...
scarlet national security agency ceo
  03/07/18
Maybe for CFIUS blocking every deal with the Chinese I'm ...
buff fortuitous meteor
  03/07/18
Yes because arbs are paranoid queers who are already choked ...
scarlet national security agency ceo
  03/07/18
2014 Blocked Seagate/Samsung in 2011 Western Digital / Hit...
buff fortuitous meteor
  03/07/18
There is a 0% chance QCOM steps away even if they lose the p...
scarlet national security agency ceo
  03/07/18
...
buff fortuitous meteor
  07/25/18
Just lol at faggot arbs continuing to puke this thing. This ...
scarlet national security agency ceo
  03/09/18
...
scarlet national security agency ceo
  03/20/18
Approaching 6% now lmao Even if China plays hardball I do...
scarlet national security agency ceo
  03/22/18
LJL holy shit this is such a massive buy
scarlet national security agency ceo
  03/28/18
time to buy is rn if you are going to imho
bat shit crazy immigrant coffee pot
  03/28/18
This is probably the best stock you could possibly buy right...
scarlet national security agency ceo
  04/04/18
...
Purple Racy Ratface
  04/04/18
Explain how it's "much more likely" to close Ne...
scarlet national security agency ceo
  04/04/18
...
Purple Racy Ratface
  04/11/18
Okay now let's compate Marvell and Qualcomm. Qualcomm lit...
scarlet national security agency ceo
  04/11/18
What’s your point
Purple Racy Ratface
  04/11/18
That Qualcomm will ultimately accede to Mofcom's ask (whatev...
scarlet national security agency ceo
  04/11/18
...
Purple Racy Ratface
  04/11/18
"shareholders on both sides are lukewarm about the comb...
scarlet national security agency ceo
  04/11/18
Please do
Purple Racy Ratface
  04/11/18
The biggest NXPI shareholders such as Elliott have signed ir...
scarlet national security agency ceo
  04/11/18
...
Purple Racy Ratface
  04/11/18
When you say "most" you're talking about Elliott a...
scarlet national security agency ceo
  04/11/18
We’ll see. Good luck man I agree it’s a good buy at $115
Purple Racy Ratface
  04/11/18
We'll see what unfolds
scarlet national security agency ceo
  04/11/18
LJL this is fucking absurd. Arbs are full so no one can buy ...
scarlet national security agency ceo
  04/04/18
Friendly reminder that this spread is fucking enormous and C...
scarlet national security agency ceo
  04/11/18
I'm going to continue pounding the table on this btw
scarlet national security agency ceo
  04/11/18
Much like the POUNDING my asshold has received from when I m...
scarlet national security agency ceo
  04/11/18
Update: $11.50 or almost a 10% gross spread. Arb faggots are...
scarlet national security agency ceo
  04/11/18
brother unless you have inside info here you are literally j...
deranged aphrodisiac skinny woman
  04/11/18
I 100% have no inside info, but in a sense all stock market ...
scarlet national security agency ceo
  04/11/18
im just questioning your 90% certainty man, there's a big di...
deranged aphrodisiac skinny woman
  04/11/18
That was a hypothetical example. IDK what the exact %s are b...
scarlet national security agency ceo
  04/11/18
godspeed brother i'm rooting for you
deranged aphrodisiac skinny woman
  04/11/18
ty friend
scarlet national security agency ceo
  04/11/18
Daily reminder this is a massive fucking buy
scarlet national security agency ceo
  04/12/18
Buying stock below $114 is a gift btw
scarlet national security agency ceo
  04/12/18
https://www.wsj.com/articles/china-delays-deal-reviews-as-u-...
buff fortuitous meteor
  04/13/18
This headline reads much worse than the reality; if you saw ...
scarlet national security agency ceo
  04/13/18
I don't want to be an asshole but on March 7 when you initia...
buff fortuitous meteor
  04/16/18
Oh absolutely, I got anally ravaged from my initial OP. That...
scarlet national security agency ceo
  04/17/18
Most merger arb shops run incredibly levered Picking up p...
buff fortuitous meteor
  04/17/18
10x is high, and would only be done for something with a fir...
scarlet national security agency ceo
  04/17/18
i can tell you'll blow yourself up (or have already done so)...
cerebral grizzly lay
  04/17/18
Do please explain to me all the new information that doesn't...
scarlet national security agency ceo
  04/17/18
it seems like the only new information is that people are fl...
deranged aphrodisiac skinny woman
  04/17/18
Right, which is another of way of spouting efficient market ...
scarlet national security agency ceo
  04/17/18
...
Purple Racy Ratface
  04/19/18
?
arrogant striped hyena
  04/19/18
I don't understand why you bumped this so much and then took...
buff fortuitous meteor
  04/19/18
This is down again today. Is this a major buy tomorrow?
cordovan water buffalo scourge upon the earth
  04/19/18
Any thoughts? Thinking about putting a substantial amoun...
cordovan water buffalo scourge upon the earth
  04/19/18
Bought a position just now around 105.70. If buyout goes...
cordovan water buffalo scourge upon the earth
  04/20/18
15x P/E on $7 of EPS seems like a reasonable value. Will ge...
buff fortuitous meteor
  04/20/18
When your doing arbs - the liquidations and the take private...
Lime arousing house circlehead
  04/20/18
And is it, in this case?
Brindle nubile business firm
  04/20/18
This is extremely painful, believe me. But if you have an...
scarlet national security agency ceo
  04/20/18
Nobody is working there anymore. They've all left or are on...
buff fortuitous meteor
  05/03/18
OAFISH 25%
Purple Racy Ratface
  04/24/18
It's enormous. I'd recommend owning this.
scarlet national security agency ceo
  04/24/18
I am not allowed to otherwise I would
Purple Racy Ratface
  04/24/18
...
Titillating Stead
  04/24/18
There is still effectively no reason for China to block this...
scarlet national security agency ceo
  04/24/18
Finally going up today jfc There is still a fucking absur...
scarlet national security agency ceo
  04/26/18
bump for 8.5% "risk-free" drop today
Gold rough-skinned coldplay fan institution
  05/03/18
lol dumbass
cerebral grizzly lay
  05/03/18
$91
crystalline station
  05/03/18
38% spread and no buyers except OP
Purple Racy Ratface
  05/03/18
A good buy now? It probably is at some point right?
Brindle nubile business firm
  05/03/18
Yes
Purple Racy Ratface
  05/03/18
Lots of HFers are going to lose their jobs over this
Purple Racy Ratface
  05/03/18
Guys at Elliott having a no bueno time
buff fortuitous meteor
  05/03/18
Looking better today faggots!
scarlet national security agency ceo
  05/14/18
ATTN: FAGGOTS Mofcom just approved their second deal this...
scarlet national security agency ceo
  05/17/18
Beijing official says NXPI/QCOM looking more optimistic. Wav...
scarlet national security agency ceo
  05/18/18
Seriously u gotta buy this thing if u haven't yet. Big sprea...
scarlet national security agency ceo
  05/18/18
fgts
scarlet national security agency ceo
  05/18/18
...
scarlet national security agency ceo
  05/18/18
Okay you faggots I hope some of you were buying this because...
scarlet national security agency ceo
  05/22/18
still an ok spread though
scarlet national security agency ceo
  05/22/18
JFC you fags didn't buy a single share did you
scarlet national security agency ceo
  05/25/18
I can see it in your eyes, you don't have a single share
Flesh Psychic Spot
  06/14/18
Suck my dick faggots!!!!
scarlet national security agency ceo
  06/14/18
So it only took you six months and you made a sweet 3%? Cool
supple potus
  07/10/18
edit: oops looked at wrong year OP made an ok swing on t...
deranged aphrodisiac skinny woman
  07/10/18
Do you even MOFCOM?
Jade Swashbuckling Generalized Bond Yarmulke
  07/10/18
https://www.cnbc.com/2018/07/25/qualcomm-is-preparing-to-giv...
Salmon hominid
  07/25/18
lol
deranged aphrodisiac skinny woman
  07/25/18
Op owned?
Bull Headed Pale Philosopher-king Wrinkle
  07/25/18
Date: March 7th, 2018 4:26 PM Author: DrakeMallard (Daring ...
buff fortuitous meteor
  07/25/18
lol op is pwned
cerebral grizzly lay
  07/25/18
March 7 stock was at $124. Closed today at $92.81 That's ...
buff fortuitous meteor
  07/26/18
lol so u were short NKE at $80 and its at $85 and ur long NX...
tan razzmatazz indian lodge
  09/28/18
OP we need an update. There is free money at stake.
Jade Swashbuckling Generalized Bond Yarmulke
  08/29/18
Guys should I buy at $85?
histrionic unholy volcanic crater
  09/28/18
...
histrionic unholy volcanic crater
  09/28/18
...
milky crusty base
  10/09/18
??
cerebral grizzly lay
  12/08/18
Only down like 35% YTD - better or worse investment than cry...
fiercely-loyal tank
  12/08/18
worse. im up like 10x from the start of the year in crypto. ...
cerebral grizzly lay
  12/08/18
...
exciting sticky laser beams locus
  03/23/20
...
exciting sticky laser beams locus
  04/21/20
...
exciting sticky laser beams locus
  12/13/21
Looking at almost a double here. N2B
Lime arousing house circlehead
  12/13/21


Poast new message in this thread



Reply Favorite

Date: March 7th, 2018 2:56 PM
Author: scarlet national security agency ceo



(http://www.autoadmit.com/thread.php?thread_id=3912314&forum_id=2#35554784)



Reply Favorite

Date: March 7th, 2018 4:26 PM
Author: buff fortuitous meteor

Wait until Mofcom blocks the deal

(http://www.autoadmit.com/thread.php?thread_id=3912314&forum_id=2#35555491)



Reply Favorite

Date: March 7th, 2018 4:36 PM
Author: scarlet national security agency ceo

LJL why is Mofcom blocking this deal. You think they're going to use this as a lever to retaliate over tariffs?

(http://www.autoadmit.com/thread.php?thread_id=3912314&forum_id=2#35555571)



Reply Favorite

Date: March 7th, 2018 4:38 PM
Author: buff fortuitous meteor

Maybe for CFIUS blocking every deal with the Chinese

I'm saying there is a spread for a reason

(http://www.autoadmit.com/thread.php?thread_id=3912314&forum_id=2#35555588)



Reply Favorite

Date: March 7th, 2018 4:39 PM
Author: scarlet national security agency ceo

Yes because arbs are paranoid queers who are already choked to the gills on NXPI. People always freak out over mofcom because it's a black box, but when is the last time they blocked a deal?

(http://www.autoadmit.com/thread.php?thread_id=3912314&forum_id=2#35555600)



Reply Favorite

Date: March 7th, 2018 5:00 PM
Author: buff fortuitous meteor

2014

Blocked Seagate/Samsung in 2011

Western Digital / Hitachi in 2012

Blocked a shipping co merger in 2014

You could make the same argument for CFIUS - its doing unprecedented shit with Broadcom / Qualcomm

The other reason there is a spread is if Broadcom wins the proxy fight for QCOM then steps away from NXPI bid

(http://www.autoadmit.com/thread.php?thread_id=3912314&forum_id=2#35555776)



Reply Favorite

Date: March 7th, 2018 5:16 PM
Author: scarlet national security agency ceo

There is a 0% chance QCOM steps away even if they lose the proxy fight. Check the docs, they're locked in here, and this is the classic arb queer paranoia I'm talking about.

In theory mofcom could block, but after like 12 other regulatory agencies approved it, the chances are pretty remote.

(http://www.autoadmit.com/thread.php?thread_id=3912314&forum_id=2#35555891)



Reply Favorite

Date: July 25th, 2018 4:25 PM
Author: buff fortuitous meteor



(http://www.autoadmit.com/thread.php?thread_id=3912314&forum_id=2#36495255)



Reply Favorite

Date: March 9th, 2018 11:10 AM
Author: scarlet national security agency ceo

Just lol at faggot arbs continuing to puke this thing. This is actual free money.

(http://www.autoadmit.com/thread.php?thread_id=3912314&forum_id=2#35568910)



Reply Favorite

Date: March 20th, 2018 10:09 AM
Author: scarlet national security agency ceo



(http://www.autoadmit.com/thread.php?thread_id=3912314&forum_id=2#35644202)



Reply Favorite

Date: March 22nd, 2018 11:53 AM
Author: scarlet national security agency ceo

Approaching 6% now lmao

Even if China plays hardball I don't see them fighting a trade war via mofcom. Arbs are literal faggots always and forever.

(http://www.autoadmit.com/thread.php?thread_id=3912314&forum_id=2#35660984)



Reply Favorite

Date: March 28th, 2018 12:14 PM
Author: scarlet national security agency ceo

LJL holy shit this is such a massive buy

(http://www.autoadmit.com/thread.php?thread_id=3912314&forum_id=2#35709018)



Reply Favorite

Date: March 28th, 2018 12:18 PM
Author: bat shit crazy immigrant coffee pot

time to buy is rn if you are going to imho

(http://www.autoadmit.com/thread.php?thread_id=3912314&forum_id=2#35709052)



Reply Favorite

Date: April 4th, 2018 11:02 AM
Author: scarlet national security agency ceo

This is probably the best stock you could possibly buy right now

If deal goes through (it almost certainly will): you make 10% in <1 month

If deal gets blocked by China (it almost certainly won't): stock trades down initially and then rips higher when the big boys snap it up from the faggot arbs

(http://www.autoadmit.com/thread.php?thread_id=3912314&forum_id=2#35760885)



Reply Favorite

Date: April 4th, 2018 11:08 AM
Author: Purple Racy Ratface



(http://www.autoadmit.com/thread.php?thread_id=3912314&forum_id=2#35760924)



Reply Favorite

Date: April 4th, 2018 11:10 AM
Author: scarlet national security agency ceo

Explain how it's "much more likely" to close

Needs CFIUS and Mofcom vs. just Mofcom

(http://www.autoadmit.com/thread.php?thread_id=3912314&forum_id=2#35760936)



Reply Favorite

Date: April 11th, 2018 10:50 AM
Author: Purple Racy Ratface



(http://www.autoadmit.com/thread.php?thread_id=3912314&forum_id=2#35815338)



Reply Favorite

Date: April 11th, 2018 10:52 AM
Author: scarlet national security agency ceo

Okay now let's compate Marvell and Qualcomm.

Qualcomm literally does 2/3rds of its revs in China and is considered a model corporate citizen there. Sure their management team is full of dumb stubborn faggots but ultimately they will do whatever China asks to get this deal done. Because they have to.

(http://www.autoadmit.com/thread.php?thread_id=3912314&forum_id=2#35815353)



Reply Favorite

Date: April 11th, 2018 10:55 AM
Author: Purple Racy Ratface

What’s your point

(http://www.autoadmit.com/thread.php?thread_id=3912314&forum_id=2#35815393)



Reply Favorite

Date: April 11th, 2018 10:59 AM
Author: scarlet national security agency ceo

That Qualcomm will ultimately accede to Mofcom's ask (whatever it ends up being) because

1) Qualcomm does so much business in China and has to remain in their good graces

2) Qualcomm is a dead dog without NXPI and they know it (despite being dumb stupid stubborn faggots)

(http://www.autoadmit.com/thread.php?thread_id=3912314&forum_id=2#35815422)



Reply Favorite

Date: April 11th, 2018 11:16 AM
Author: Purple Racy Ratface



(http://www.autoadmit.com/thread.php?thread_id=3912314&forum_id=2#35815553)



Reply Favorite

Date: April 11th, 2018 11:20 AM
Author: scarlet national security agency ceo

"shareholders on both sides are lukewarm about the combo" this is 100% wrong, and I can elaborate if need be

(http://www.autoadmit.com/thread.php?thread_id=3912314&forum_id=2#35815575)



Reply Favorite

Date: April 11th, 2018 11:21 AM
Author: Purple Racy Ratface

Please do

(http://www.autoadmit.com/thread.php?thread_id=3912314&forum_id=2#35815584)



Reply Favorite

Date: April 11th, 2018 11:26 AM
Author: scarlet national security agency ceo

The biggest NXPI shareholders such as Elliott have signed irrevocable tenders for their shares - they are 100% locked into the $127.50 deal price (though if the deal breaks they won't be too upset since they think the stock is worth more on a standalone basis). NXPI holders want this done so they can take their money and move on - at this point the shareholder base is mostly arbs who are choking on it.

Qualcomm shareholders are fed up with management because they have no grand strategy moving forward. The NXPI acquisition is massively accretive and immediately so. Without NXPI, Qualcomm is only mobile phones and lawsuits - their "backup plan" is a stock buyback. Shareholders want this deal done so they can actually have a viable business going forward.

(http://www.autoadmit.com/thread.php?thread_id=3912314&forum_id=2#35815616)



Reply Favorite

Date: April 11th, 2018 11:56 AM
Author: Purple Racy Ratface



(http://www.autoadmit.com/thread.php?thread_id=3912314&forum_id=2#35815888)



Reply Favorite

Date: April 11th, 2018 11:59 AM
Author: scarlet national security agency ceo

When you say "most" you're talking about Elliott and other big funds who ran a very public campaign that NXPI was worth more than the $110/share Qualcomm was offering. Then Qualcomm bumped it up to $127.50 and those big funds signed an irrevocable tender, meaning they are locked into the deal. On the NXPI side, the deal is done.

(http://www.autoadmit.com/thread.php?thread_id=3912314&forum_id=2#35815909)



Reply Favorite

Date: April 11th, 2018 12:17 PM
Author: Purple Racy Ratface

We’ll see. Good luck man I agree it’s a good buy at $115

(http://www.autoadmit.com/thread.php?thread_id=3912314&forum_id=2#35816030)



Reply Favorite

Date: April 11th, 2018 12:19 PM
Author: scarlet national security agency ceo

We'll see what unfolds

(http://www.autoadmit.com/thread.php?thread_id=3912314&forum_id=2#35816049)



Reply Favorite

Date: April 4th, 2018 3:31 PM
Author: scarlet national security agency ceo

LJL this is fucking absurd. Arbs are full so no one can buy it. Take advantage!

(http://www.autoadmit.com/thread.php?thread_id=3912314&forum_id=2#35763326)



Reply Favorite

Date: April 11th, 2018 9:12 AM
Author: scarlet national security agency ceo

Friendly reminder that this spread is fucking enormous and China will approve the deal because they're not retards.

(http://www.autoadmit.com/thread.php?thread_id=3912314&forum_id=2#35814628)



Reply Favorite

Date: April 11th, 2018 10:16 AM
Author: scarlet national security agency ceo

I'm going to continue pounding the table on this btw

(http://www.autoadmit.com/thread.php?thread_id=3912314&forum_id=2#35815040)



Reply Favorite

Date: April 11th, 2018 10:32 AM
Author: scarlet national security agency ceo

Much like the POUNDING my asshold has received from when I made this OP

Still a great trade though!

(http://www.autoadmit.com/thread.php?thread_id=3912314&forum_id=2#35815156)



Reply Favorite

Date: April 11th, 2018 10:40 AM
Author: scarlet national security agency ceo

Update: $11.50 or almost a 10% gross spread. Arb faggots are "freaking out" over "China" "approval."

(http://www.autoadmit.com/thread.php?thread_id=3912314&forum_id=2#35815250)



Reply Favorite

Date: April 11th, 2018 11:23 AM
Author: deranged aphrodisiac skinny woman

brother unless you have inside info here you are literally just gambling. and that's fine, 50/50 you could be right, i love to gamble myself, but why are you settling for 10% return on gambling? if you are going to gamble go big and shoot for 10x returns, not fucking 9%

(http://www.autoadmit.com/thread.php?thread_id=3912314&forum_id=2#35815593)



Reply Favorite

Date: April 11th, 2018 11:27 AM
Author: scarlet national security agency ceo

I 100% have no inside info, but in a sense all stock market investing is "gambling."

Put it this way: if the market is pricing in a 10% chance of a deal getting done, and you think there's a 90% chance of the deal getting done, is that a gamble you'd want to take?

(http://www.autoadmit.com/thread.php?thread_id=3912314&forum_id=2#35815628)



Reply Favorite

Date: April 11th, 2018 11:31 AM
Author: deranged aphrodisiac skinny woman

im just questioning your 90% certainty man, there's a big diference between there being an actual 90% chance of deal getting done and you thinking it/betting that a china regulatory agency you have no insight into will not quash it

(http://www.autoadmit.com/thread.php?thread_id=3912314&forum_id=2#35815654)



Reply Favorite

Date: April 11th, 2018 11:36 AM
Author: scarlet national security agency ceo

That was a hypothetical example. IDK what the exact %s are but it's actually not too much different from what I stated.

But you can look at history, other worldwide approvals, and just plain logic to see that there is an overwhelming probability China approves this. Not only that, even if the deal did break, it's very likely the stock would trade higher from here after an initial shakeout. The only reason it's as low as it is is that arbs took way too much risk in this name and are feeling the pain. It's a market structure issue.

Another way of putting this is the efficient market theory is horseshit.

(http://www.autoadmit.com/thread.php?thread_id=3912314&forum_id=2#35815694)



Reply Favorite

Date: April 11th, 2018 11:57 AM
Author: deranged aphrodisiac skinny woman

godspeed brother i'm rooting for you

(http://www.autoadmit.com/thread.php?thread_id=3912314&forum_id=2#35815894)



Reply Favorite

Date: April 11th, 2018 12:00 PM
Author: scarlet national security agency ceo

ty friend

(http://www.autoadmit.com/thread.php?thread_id=3912314&forum_id=2#35815913)



Reply Favorite

Date: April 12th, 2018 9:57 AM
Author: scarlet national security agency ceo

Daily reminder this is a massive fucking buy

(http://www.autoadmit.com/thread.php?thread_id=3912314&forum_id=2#35823065)



Reply Favorite

Date: April 12th, 2018 12:43 PM
Author: scarlet national security agency ceo

Buying stock below $114 is a gift btw

(http://www.autoadmit.com/thread.php?thread_id=3912314&forum_id=2#35824674)



Reply Favorite

Date: April 13th, 2018 11:37 AM
Author: buff fortuitous meteor

https://www.wsj.com/articles/china-delays-deal-reviews-as-u-s-trade-frictions-build-1523628379

(http://www.autoadmit.com/thread.php?thread_id=3912314&forum_id=2#35832556)



Reply Favorite

Date: April 13th, 2018 12:10 PM
Author: scarlet national security agency ceo

This headline reads much worse than the reality; if you saw Faber on CNBC this morning and/or saw recent stories on M&A blogs, this is a timing issue rather than a regulatory issue.

The deal's still getting done and the stock is still a screaming buy here.

(http://www.autoadmit.com/thread.php?thread_id=3912314&forum_id=2#35832801)



Reply Favorite

Date: April 16th, 2018 11:56 AM
Author: buff fortuitous meteor

I don't want to be an asshole but on March 7 when you initially wrote your OP, the stock was trading at $124, for a risk free oafish spread of 3%

It is now sub 113, for an 11% spread. You've lost 8% in a risk free trade that would have gotten you 3% in gains

Now obviously the calculus for new money is different at $113. You're looking at a risk free oafish spread of 11%. That seems interesting as the downside from here seems limited for NXPI on a standalone basis as at $113 it trades at sub 14x P/E

I'm not a merger arb guy but my friends in the space tell me it is all about entry combined with risk/reward. A 3% reward wasn't sufficient, even with signficant leverage boosting returns

Imagine being 10:1 levered trying to squeeze out a 30% return on that 3% spread. The move down would have blown you up. At 10:1 leverage on that 11% spread would get you a 110% return - that sounds a lot sexier

(http://www.autoadmit.com/thread.php?thread_id=3912314&forum_id=2#35851000)



Reply Favorite

Date: April 17th, 2018 11:44 AM
Author: scarlet national security agency ceo

Oh absolutely, I got anally ravaged from my initial OP. That said, the risk/reward has only gotten more attractive here, and anyone with free capital should be buying. Also, if you're levering up these trades 10:1, you pretty much deserve whatever you get.

(http://www.autoadmit.com/thread.php?thread_id=3912314&forum_id=2#35858900)



Reply Favorite

Date: April 17th, 2018 12:43 PM
Author: buff fortuitous meteor

Most merger arb shops run incredibly levered

Picking up pennies in front of a steamroller IMO but I guess its a living

(http://www.autoadmit.com/thread.php?thread_id=3912314&forum_id=2#35859433)



Reply Favorite

Date: April 17th, 2018 12:58 PM
Author: scarlet national security agency ceo

10x is high, and would only be done for something with a firm closing date on it

(http://www.autoadmit.com/thread.php?thread_id=3912314&forum_id=2#35859557)



Reply Favorite

Date: April 17th, 2018 12:45 PM
Author: cerebral grizzly lay

i can tell you'll blow yourself up (or have already done so) because you're really bad at adjusting your views based on new information

(http://www.autoadmit.com/thread.php?thread_id=3912314&forum_id=2#35859450)



Reply Favorite

Date: April 17th, 2018 12:57 PM
Author: scarlet national security agency ceo

Do please explain to me all the new information that doesn't make this a huge buy

(http://www.autoadmit.com/thread.php?thread_id=3912314&forum_id=2#35859542)



Reply Favorite

Date: April 17th, 2018 1:00 PM
Author: deranged aphrodisiac skinny woman

it seems like the only new information is that people are fleeing the deal

(http://www.autoadmit.com/thread.php?thread_id=3912314&forum_id=2#35859568)



Reply Favorite

Date: April 17th, 2018 1:02 PM
Author: scarlet national security agency ceo

Right, which is another of way of spouting efficient market theory horseshit. When the thesis hasn't changed yet the risk/reward has improved markedly is exactly when you should be loading up

(http://www.autoadmit.com/thread.php?thread_id=3912314&forum_id=2#35859585)



Reply Favorite

Date: April 19th, 2018 9:00 AM
Author: Purple Racy Ratface



(http://www.autoadmit.com/thread.php?thread_id=3912314&forum_id=2#35872985)



Reply Favorite

Date: April 19th, 2018 1:04 PM
Author: arrogant striped hyena

?

(http://www.autoadmit.com/thread.php?thread_id=3912314&forum_id=2#35874724)



Reply Favorite

Date: April 19th, 2018 7:14 PM
Author: buff fortuitous meteor

I don't understand why you bumped this so much and then took none of the advice or other viewpoints offered

(http://www.autoadmit.com/thread.php?thread_id=3912314&forum_id=2#35877256)



Reply Favorite

Date: April 19th, 2018 7:24 PM
Author: cordovan water buffalo scourge upon the earth

This is down again today. Is this a major buy tomorrow?

(http://www.autoadmit.com/thread.php?thread_id=3912314&forum_id=2#35877304)



Reply Favorite

Date: April 19th, 2018 10:34 PM
Author: cordovan water buffalo scourge upon the earth

Any thoughts?

Thinking about putting a substantial amount down on this tomorrow morning. Putting aside the buyout (which would be a quick ~20% gain), I like this stock. So even if it fell through, it’s not the end of the world.

(http://www.autoadmit.com/thread.php?thread_id=3912314&forum_id=2#35878356)



Reply Favorite

Date: April 20th, 2018 11:01 AM
Author: cordovan water buffalo scourge upon the earth

Bought a position just now around 105.70.

If buyout goes through looks like it will be about 20% gain by July.

If not, I like th stock anyways. And they will be owed 2b I believe.

Seems like a calculated, sensible risk here.



(http://www.autoadmit.com/thread.php?thread_id=3912314&forum_id=2#35881173)



Reply Favorite

Date: April 20th, 2018 11:28 AM
Author: buff fortuitous meteor

15x P/E on $7 of EPS seems like a reasonable value. Will get you a $105 stock on the fundamentals

(http://www.autoadmit.com/thread.php?thread_id=3912314&forum_id=2#35881367)



Reply Favorite

Date: April 20th, 2018 11:30 AM
Author: Lime arousing house circlehead

When your doing arbs - the liquidations and the take privates are the lowest risk - reg agency stuff like MOFCOM or local Utility Comissions or Antitrust can get crazy -

UNLESS OF COURSE the company as a stand alone is a high quality asset worth owning

(http://www.autoadmit.com/thread.php?thread_id=3912314&forum_id=2#35881378)



Reply Favorite

Date: April 20th, 2018 11:57 AM
Author: Brindle nubile business firm

And is it, in this case?

(http://www.autoadmit.com/thread.php?thread_id=3912314&forum_id=2#35881566)



Reply Favorite

Date: April 20th, 2018 12:01 PM
Author: scarlet national security agency ceo

This is extremely painful, believe me.

But if you have any kind of balance sheet here, this is a great spot to buy the stock. Because it is, in fact, a great stand-alone asset.

(http://www.autoadmit.com/thread.php?thread_id=3912314&forum_id=2#35881585)



Reply Favorite

Date: May 3rd, 2018 9:55 AM
Author: buff fortuitous meteor

Nobody is working there anymore. They've all left or are on vacation

(http://www.autoadmit.com/thread.php?thread_id=3912314&forum_id=2#35972537)



Reply Favorite

Date: April 24th, 2018 3:00 PM
Author: Purple Racy Ratface

OAFISH 25%

(http://www.autoadmit.com/thread.php?thread_id=3912314&forum_id=2#35910098)



Reply Favorite

Date: April 24th, 2018 3:34 PM
Author: scarlet national security agency ceo

It's enormous. I'd recommend owning this.

(http://www.autoadmit.com/thread.php?thread_id=3912314&forum_id=2#35910448)



Reply Favorite

Date: April 24th, 2018 3:39 PM
Author: Purple Racy Ratface

I am not allowed to otherwise I would

(http://www.autoadmit.com/thread.php?thread_id=3912314&forum_id=2#35910496)



Reply Favorite

Date: April 24th, 2018 3:36 PM
Author: Titillating Stead



(http://www.autoadmit.com/thread.php?thread_id=3912314&forum_id=2#35910462)



Reply Favorite

Date: April 24th, 2018 3:37 PM
Author: scarlet national security agency ceo

There is still effectively no reason for China to block this deal. Arbs got way too big in this and have puked it all over their shoes.

(http://www.autoadmit.com/thread.php?thread_id=3912314&forum_id=2#35910478)



Reply Favorite

Date: April 26th, 2018 10:38 AM
Author: scarlet national security agency ceo

Finally going up today jfc

There is still a fucking absurd spread in this that is totally unjustified by the fundamentals

(http://www.autoadmit.com/thread.php?thread_id=3912314&forum_id=2#35923849)



Reply Favorite

Date: May 3rd, 2018 9:31 AM
Author: Gold rough-skinned coldplay fan institution

bump for 8.5% "risk-free" drop today

(http://www.autoadmit.com/thread.php?thread_id=3912314&forum_id=2#35972408)



Reply Favorite

Date: May 3rd, 2018 9:33 AM
Author: cerebral grizzly lay

lol dumbass

(http://www.autoadmit.com/thread.php?thread_id=3912314&forum_id=2#35972418)



Reply Favorite

Date: May 3rd, 2018 10:51 AM
Author: crystalline station

$91

(http://www.autoadmit.com/thread.php?thread_id=3912314&forum_id=2#35972927)



Reply Favorite

Date: May 3rd, 2018 12:04 PM
Author: Purple Racy Ratface

38% spread and no buyers except OP

(http://www.autoadmit.com/thread.php?thread_id=3912314&forum_id=2#35973443)



Reply Favorite

Date: May 3rd, 2018 12:46 PM
Author: Brindle nubile business firm

A good buy now? It probably is at some point right?

(http://www.autoadmit.com/thread.php?thread_id=3912314&forum_id=2#35973749)



Reply Favorite

Date: May 3rd, 2018 2:11 PM
Author: Purple Racy Ratface

Yes

(http://www.autoadmit.com/thread.php?thread_id=3912314&forum_id=2#35974354)



Reply Favorite

Date: May 3rd, 2018 3:25 PM
Author: Purple Racy Ratface

Lots of HFers are going to lose their jobs over this

(http://www.autoadmit.com/thread.php?thread_id=3912314&forum_id=2#35974932)



Reply Favorite

Date: May 3rd, 2018 3:27 PM
Author: buff fortuitous meteor

Guys at Elliott having a no bueno time

(http://www.autoadmit.com/thread.php?thread_id=3912314&forum_id=2#35974950)



Reply Favorite

Date: May 14th, 2018 12:39 PM
Author: scarlet national security agency ceo

Looking better today faggots!

(http://www.autoadmit.com/thread.php?thread_id=3912314&forum_id=2#36047475)



Reply Favorite

Date: May 17th, 2018 9:02 AM
Author: scarlet national security agency ceo

ATTN: FAGGOTS

Mofcom just approved their second deal this week. They're speeding things along again. There's still a lot of money left in this oafish spread!

(http://www.autoadmit.com/thread.php?thread_id=3912314&forum_id=2#36067746)



Reply Favorite

Date: May 18th, 2018 10:49 AM
Author: scarlet national security agency ceo

Beijing official says NXPI/QCOM looking more optimistic. Wave this cocksucker in! Buy Buy Buy!

(http://www.autoadmit.com/thread.php?thread_id=3912314&forum_id=2#36076563)



Reply Favorite

Date: May 18th, 2018 10:53 AM
Author: scarlet national security agency ceo

Seriously u gotta buy this thing if u haven't yet. Big spread!

(http://www.autoadmit.com/thread.php?thread_id=3912314&forum_id=2#36076604)



Reply Favorite

Date: May 18th, 2018 11:02 AM
Author: scarlet national security agency ceo

fgts

(http://www.autoadmit.com/thread.php?thread_id=3912314&forum_id=2#36076678)



Reply Favorite

Date: May 18th, 2018 11:22 AM
Author: scarlet national security agency ceo



(http://www.autoadmit.com/thread.php?thread_id=3912314&forum_id=2#36076828)



Reply Favorite

Date: May 22nd, 2018 8:04 AM
Author: scarlet national security agency ceo

Okay you faggots I hope some of you were buying this because I was trying to make you money on that absurd move lower

(http://www.autoadmit.com/thread.php?thread_id=3912314&forum_id=2#36103033)



Reply Favorite

Date: May 22nd, 2018 10:32 AM
Author: scarlet national security agency ceo

still an ok spread though

(http://www.autoadmit.com/thread.php?thread_id=3912314&forum_id=2#36103743)



Reply Favorite

Date: May 25th, 2018 1:30 PM
Author: scarlet national security agency ceo

JFC you fags didn't buy a single share did you

(http://www.autoadmit.com/thread.php?thread_id=3912314&forum_id=2#36126517)



Reply Favorite

Date: June 14th, 2018 7:02 PM
Author: Flesh Psychic Spot

I can see it in your eyes, you don't have a single share

(http://www.autoadmit.com/thread.php?thread_id=3912314&forum_id=2#36247353)



Reply Favorite

Date: June 14th, 2018 7:01 PM
Author: scarlet national security agency ceo

Suck my dick faggots!!!!

(http://www.autoadmit.com/thread.php?thread_id=3912314&forum_id=2#36247345)



Reply Favorite

Date: July 10th, 2018 11:50 PM
Author: supple potus

So it only took you six months and you made a sweet 3%? Cool

(http://www.autoadmit.com/thread.php?thread_id=3912314&forum_id=2#36402680)



Reply Favorite

Date: July 10th, 2018 11:53 PM
Author: deranged aphrodisiac skinny woman

edit: oops looked at wrong year

OP made an ok swing on top of a pretty big risk, meh

(http://www.autoadmit.com/thread.php?thread_id=3912314&forum_id=2#36402699)



Reply Favorite

Date: July 10th, 2018 11:31 PM
Author: Jade Swashbuckling Generalized Bond Yarmulke

Do you even MOFCOM?

(http://www.autoadmit.com/thread.php?thread_id=3912314&forum_id=2#36402537)



Reply Favorite

Date: July 25th, 2018 4:15 PM
Author: Salmon hominid

https://www.cnbc.com/2018/07/25/qualcomm-is-preparing-to-give-up-on-nxp.html

Qualcomm will terminate deal to buy NXP at end of day

Qualcomm is planning to move forward with share buybacks instead of buying NXP.

Qualcomm isn't counting on Chinese regulators to rule in favor of its NXP deal.

Qualcomm CEO Steve Mollenkopf will address his company's share buyback plans during today's conference call.

(http://www.autoadmit.com/thread.php?thread_id=3912314&forum_id=2#36495185)



Reply Favorite

Date: July 25th, 2018 4:16 PM
Author: deranged aphrodisiac skinny woman

lol

(http://www.autoadmit.com/thread.php?thread_id=3912314&forum_id=2#36495196)



Reply Favorite

Date: July 25th, 2018 4:16 PM
Author: Bull Headed Pale Philosopher-king Wrinkle

Op owned?

(http://www.autoadmit.com/thread.php?thread_id=3912314&forum_id=2#36495198)



Reply Favorite

Date: July 25th, 2018 4:17 PM
Author: buff fortuitous meteor

Date: March 7th, 2018 4:26 PM

Author: DrakeMallard (Daring Duck of Mystery, Champion of Right)

Wait until Mofcom blocks the deal



(http://www.autoadmit.com/thread.php?thread_id=3912314&forum_id=2#36495200)



Reply Favorite

Date: July 25th, 2018 5:41 PM
Author: cerebral grizzly lay

lol op is pwned

(http://www.autoadmit.com/thread.php?thread_id=3912314&forum_id=2#36495757)



Reply Favorite

Date: July 26th, 2018 4:23 PM
Author: buff fortuitous meteor

March 7 stock was at $124. Closed today at $92.81

That's a 25% loss in 4.5 months. Friends don't let friends do merger arbitrage

For what it's worth, I just nibbled on it at $92.50

I think they do $8 of EPS in 2019. 15x that is a $120 stock.

Downside they'll do $7 and get 12x so $84

30% upside / 10% downside for a 3:1 risk/reward

Clear catalysts upcoming: $5B in buybacks funded in part by the QCOM breakup fee + an analyst day. Activist investors could also come in given management has been on the beach for the past 2 years

(http://www.autoadmit.com/thread.php?thread_id=3912314&forum_id=2#36502603)



Reply Favorite

Date: September 28th, 2018 12:38 PM
Author: tan razzmatazz indian lodge

lol so u were short NKE at $80 and its at $85 and ur long NXPI at $92.81 and it's at $85.

what else you got? i want more -8% ideas.

(http://www.autoadmit.com/thread.php?thread_id=3912314&forum_id=2#36914106)



Reply Favorite

Date: August 29th, 2018 2:27 PM
Author: Jade Swashbuckling Generalized Bond Yarmulke

OP we need an update. There is free money at stake.

(http://www.autoadmit.com/thread.php?thread_id=3912314&forum_id=2#36709580)



Reply Favorite

Date: September 28th, 2018 12:37 PM
Author: histrionic unholy volcanic crater

Guys should I buy at $85?

(http://www.autoadmit.com/thread.php?thread_id=3912314&forum_id=2#36914096)



Reply Favorite

Date: September 28th, 2018 1:39 PM
Author: histrionic unholy volcanic crater



(http://www.autoadmit.com/thread.php?thread_id=3912314&forum_id=2#36914656)



Reply Favorite

Date: October 9th, 2018 8:15 PM
Author: milky crusty base



(http://www.autoadmit.com/thread.php?thread_id=3912314&forum_id=2#36993812)



Reply Favorite

Date: December 8th, 2018 1:09 PM
Author: cerebral grizzly lay

??

(http://www.autoadmit.com/thread.php?thread_id=3912314&forum_id=2#37372446)



Reply Favorite

Date: December 8th, 2018 1:15 PM
Author: fiercely-loyal tank

Only down like 35% YTD - better or worse investment than crypto?

(http://www.autoadmit.com/thread.php?thread_id=3912314&forum_id=2#37372467)



Reply Favorite

Date: December 8th, 2018 1:27 PM
Author: cerebral grizzly lay

worse. im up like 10x from the start of the year in crypto.

edit: actually more like 4x

(http://www.autoadmit.com/thread.php?thread_id=3912314&forum_id=2#37372526)



Reply Favorite

Date: March 23rd, 2020 4:02 PM
Author: exciting sticky laser beams locus



(http://www.autoadmit.com/thread.php?thread_id=3912314&forum_id=2#39844253)



Reply Favorite

Date: April 21st, 2020 1:13 PM
Author: exciting sticky laser beams locus



(http://www.autoadmit.com/thread.php?thread_id=3912314&forum_id=2#40062347)



Reply Favorite

Date: December 13th, 2021 12:51 PM
Author: exciting sticky laser beams locus



(http://www.autoadmit.com/thread.php?thread_id=3912314&forum_id=2#43601692)



Reply Favorite

Date: December 13th, 2021 1:01 PM
Author: Lime arousing house circlehead

Looking at almost a double here. N2B

(http://www.autoadmit.com/thread.php?thread_id=3912314&forum_id=2#43601778)