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NXPI: risk-free oafish 3% spread

...
marvelous autistic boiling water
  03/07/18
Wait until Mofcom blocks the deal
Supple new version hall
  03/07/18
LJL why is Mofcom blocking this deal. You think they're goin...
marvelous autistic boiling water
  03/07/18
Maybe for CFIUS blocking every deal with the Chinese I'm ...
Supple new version hall
  03/07/18
Yes because arbs are paranoid queers who are already choked ...
marvelous autistic boiling water
  03/07/18
2014 Blocked Seagate/Samsung in 2011 Western Digital / Hit...
Supple new version hall
  03/07/18
There is a 0% chance QCOM steps away even if they lose the p...
marvelous autistic boiling water
  03/07/18
...
Supple new version hall
  07/25/18
Just lol at faggot arbs continuing to puke this thing. This ...
marvelous autistic boiling water
  03/09/18
...
marvelous autistic boiling water
  03/20/18
Approaching 6% now lmao Even if China plays hardball I do...
marvelous autistic boiling water
  03/22/18
LJL holy shit this is such a massive buy
marvelous autistic boiling water
  03/28/18
time to buy is rn if you are going to imho
deep gold church
  03/28/18
This is probably the best stock you could possibly buy right...
marvelous autistic boiling water
  04/04/18
...
vigorous sienna keepsake machete
  04/04/18
Explain how it's "much more likely" to close Ne...
marvelous autistic boiling water
  04/04/18
...
vigorous sienna keepsake machete
  04/11/18
Okay now let's compate Marvell and Qualcomm. Qualcomm lit...
marvelous autistic boiling water
  04/11/18
What’s your point
vigorous sienna keepsake machete
  04/11/18
That Qualcomm will ultimately accede to Mofcom's ask (whatev...
marvelous autistic boiling water
  04/11/18
...
vigorous sienna keepsake machete
  04/11/18
"shareholders on both sides are lukewarm about the comb...
marvelous autistic boiling water
  04/11/18
Please do
vigorous sienna keepsake machete
  04/11/18
The biggest NXPI shareholders such as Elliott have signed ir...
marvelous autistic boiling water
  04/11/18
...
vigorous sienna keepsake machete
  04/11/18
When you say "most" you're talking about Elliott a...
marvelous autistic boiling water
  04/11/18
We’ll see. Good luck man I agree it’s a good buy at $115
vigorous sienna keepsake machete
  04/11/18
We'll see what unfolds
marvelous autistic boiling water
  04/11/18
LJL this is fucking absurd. Arbs are full so no one can buy ...
marvelous autistic boiling water
  04/04/18
Friendly reminder that this spread is fucking enormous and C...
marvelous autistic boiling water
  04/11/18
I'm going to continue pounding the table on this btw
marvelous autistic boiling water
  04/11/18
Much like the POUNDING my asshold has received from when I m...
marvelous autistic boiling water
  04/11/18
Update: $11.50 or almost a 10% gross spread. Arb faggots are...
marvelous autistic boiling water
  04/11/18
brother unless you have inside info here you are literally j...
glassy skinny woman office
  04/11/18
I 100% have no inside info, but in a sense all stock market ...
marvelous autistic boiling water
  04/11/18
im just questioning your 90% certainty man, there's a big di...
glassy skinny woman office
  04/11/18
That was a hypothetical example. IDK what the exact %s are b...
marvelous autistic boiling water
  04/11/18
godspeed brother i'm rooting for you
glassy skinny woman office
  04/11/18
ty friend
marvelous autistic boiling water
  04/11/18
Daily reminder this is a massive fucking buy
marvelous autistic boiling water
  04/12/18
Buying stock below $114 is a gift btw
marvelous autistic boiling water
  04/12/18
https://www.wsj.com/articles/china-delays-deal-reviews-as-u-...
Supple new version hall
  04/13/18
This headline reads much worse than the reality; if you saw ...
marvelous autistic boiling water
  04/13/18
I don't want to be an asshole but on March 7 when you initia...
Supple new version hall
  04/16/18
Oh absolutely, I got anally ravaged from my initial OP. That...
marvelous autistic boiling water
  04/17/18
Most merger arb shops run incredibly levered Picking up p...
Supple new version hall
  04/17/18
10x is high, and would only be done for something with a fir...
marvelous autistic boiling water
  04/17/18
i can tell you'll blow yourself up (or have already done so)...
chest-beating native
  04/17/18
Do please explain to me all the new information that doesn't...
marvelous autistic boiling water
  04/17/18
it seems like the only new information is that people are fl...
glassy skinny woman office
  04/17/18
Right, which is another of way of spouting efficient market ...
marvelous autistic boiling water
  04/17/18
...
vigorous sienna keepsake machete
  04/19/18
?
territorial center
  04/19/18
I don't understand why you bumped this so much and then took...
Supple new version hall
  04/19/18
This is down again today. Is this a major buy tomorrow?
Curious Chapel
  04/19/18
Any thoughts? Thinking about putting a substantial amoun...
Curious Chapel
  04/19/18
Bought a position just now around 105.70. If buyout goes...
Curious Chapel
  04/20/18
15x P/E on $7 of EPS seems like a reasonable value. Will ge...
Supple new version hall
  04/20/18
When your doing arbs - the liquidations and the take private...
Flesh vivacious depressive
  04/20/18
And is it, in this case?
Henna Toilet Seat Box Office
  04/20/18
This is extremely painful, believe me. But if you have an...
marvelous autistic boiling water
  04/20/18
Nobody is working there anymore. They've all left or are on...
Supple new version hall
  05/03/18
OAFISH 25%
vigorous sienna keepsake machete
  04/24/18
It's enormous. I'd recommend owning this.
marvelous autistic boiling water
  04/24/18
I am not allowed to otherwise I would
vigorous sienna keepsake machete
  04/24/18
...
effete house
  04/24/18
There is still effectively no reason for China to block this...
marvelous autistic boiling water
  04/24/18
Finally going up today jfc There is still a fucking absur...
marvelous autistic boiling water
  04/26/18
bump for 8.5% "risk-free" drop today
jet round eye
  05/03/18
lol dumbass
chest-beating native
  05/03/18
$91
shaky sex offender
  05/03/18
38% spread and no buyers except OP
vigorous sienna keepsake machete
  05/03/18
A good buy now? It probably is at some point right?
Henna Toilet Seat Box Office
  05/03/18
Yes
vigorous sienna keepsake machete
  05/03/18
Lots of HFers are going to lose their jobs over this
vigorous sienna keepsake machete
  05/03/18
Guys at Elliott having a no bueno time
Supple new version hall
  05/03/18
Looking better today faggots!
marvelous autistic boiling water
  05/14/18
ATTN: FAGGOTS Mofcom just approved their second deal this...
marvelous autistic boiling water
  05/17/18
Beijing official says NXPI/QCOM looking more optimistic. Wav...
marvelous autistic boiling water
  05/18/18
Seriously u gotta buy this thing if u haven't yet. Big sprea...
marvelous autistic boiling water
  05/18/18
fgts
marvelous autistic boiling water
  05/18/18
...
marvelous autistic boiling water
  05/18/18
Okay you faggots I hope some of you were buying this because...
marvelous autistic boiling water
  05/22/18
still an ok spread though
marvelous autistic boiling water
  05/22/18
JFC you fags didn't buy a single share did you
marvelous autistic boiling water
  05/25/18
I can see it in your eyes, you don't have a single share
Aphrodisiac dopamine rigor
  06/14/18
Suck my dick faggots!!!!
marvelous autistic boiling water
  06/14/18
So it only took you six months and you made a sweet 3%? Cool
provocative violent university mad-dog skullcap
  07/10/18
edit: oops looked at wrong year OP made an ok swing on t...
glassy skinny woman office
  07/10/18
Do you even MOFCOM?
Lavender fortuitous meteor
  07/10/18
https://www.cnbc.com/2018/07/25/qualcomm-is-preparing-to-giv...
infuriating hateful incel pisswyrm
  07/25/18
lol
glassy skinny woman office
  07/25/18
Op owned?
Slate comical tanning salon idiot
  07/25/18
Date: March 7th, 2018 4:26 PM Author: DrakeMallard (Daring ...
Supple new version hall
  07/25/18
lol op is pwned
chest-beating native
  07/25/18
March 7 stock was at $124. Closed today at $92.81 That's ...
Supple new version hall
  07/26/18
lol so u were short NKE at $80 and its at $85 and ur long NX...
adventurous onyx internal respiration
  09/28/18
OP we need an update. There is free money at stake.
Lavender fortuitous meteor
  08/29/18
Guys should I buy at $85?
hairless brunch
  09/28/18
...
hairless brunch
  09/28/18
...
Sadistic Slippery Party Of The First Part Faggot Firefighter
  10/09/18
??
chest-beating native
  12/08/18
Only down like 35% YTD - better or worse investment than cry...
White electric property
  12/08/18
worse. im up like 10x from the start of the year in crypto. ...
chest-beating native
  12/08/18
...
Magenta stimulating corner
  03/23/20
...
Magenta stimulating corner
  04/21/20
...
Magenta stimulating corner
  12/13/21
Looking at almost a double here. N2B
Flesh vivacious depressive
  12/13/21


Poast new message in this thread



Reply Favorite

Date: March 7th, 2018 2:56 PM
Author: marvelous autistic boiling water



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



Reply Favorite

Date: March 7th, 2018 4:26 PM
Author: Supple new version hall

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: marvelous autistic boiling water

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: Supple new version hall

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: marvelous autistic boiling water

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: Supple new version hall

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: marvelous autistic boiling water

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: Supple new version hall



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



Reply Favorite

Date: March 9th, 2018 11:10 AM
Author: marvelous autistic boiling water

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: marvelous autistic boiling water



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



Reply Favorite

Date: March 22nd, 2018 11:53 AM
Author: marvelous autistic boiling water

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: marvelous autistic boiling water

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: deep gold church

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: marvelous autistic boiling water

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: vigorous sienna keepsake machete



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



Reply Favorite

Date: April 4th, 2018 11:10 AM
Author: marvelous autistic boiling water

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: vigorous sienna keepsake machete



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



Reply Favorite

Date: April 11th, 2018 10:52 AM
Author: marvelous autistic boiling water

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: vigorous sienna keepsake machete

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: marvelous autistic boiling water

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: vigorous sienna keepsake machete



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



Reply Favorite

Date: April 11th, 2018 11:20 AM
Author: marvelous autistic boiling water

"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: vigorous sienna keepsake machete

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: marvelous autistic boiling water

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: vigorous sienna keepsake machete



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



Reply Favorite

Date: April 11th, 2018 11:59 AM
Author: marvelous autistic boiling water

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: vigorous sienna keepsake machete

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: marvelous autistic boiling water

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: marvelous autistic boiling water

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: marvelous autistic boiling water

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: marvelous autistic boiling water

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: marvelous autistic boiling water

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: marvelous autistic boiling water

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: glassy skinny woman office

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: marvelous autistic boiling water

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: glassy skinny woman office

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: marvelous autistic boiling water

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: glassy skinny woman office

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: marvelous autistic boiling water

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: marvelous autistic boiling water

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: marvelous autistic boiling water

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: Supple new version hall

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: marvelous autistic boiling water

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: Supple new version hall

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: marvelous autistic boiling water

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: Supple new version hall

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: marvelous autistic boiling water

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: chest-beating native

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: marvelous autistic boiling water

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: glassy skinny woman office

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: marvelous autistic boiling water

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: vigorous sienna keepsake machete



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



Reply Favorite

Date: April 19th, 2018 1:04 PM
Author: territorial center

?

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



Reply Favorite

Date: April 19th, 2018 7:14 PM
Author: Supple new version hall

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: Curious Chapel

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: Curious Chapel

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: Curious Chapel

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: Supple new version hall

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: Flesh vivacious depressive

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: Henna Toilet Seat Box Office

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: marvelous autistic boiling water

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: Supple new version hall

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: vigorous sienna keepsake machete

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: marvelous autistic boiling water

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: vigorous sienna keepsake machete

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: effete house



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



Reply Favorite

Date: April 24th, 2018 3:37 PM
Author: marvelous autistic boiling water

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: marvelous autistic boiling water

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: jet round eye

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: chest-beating native

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: shaky sex offender

$91

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



Reply Favorite

Date: May 3rd, 2018 12:04 PM
Author: vigorous sienna keepsake machete

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: Henna Toilet Seat Box Office

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: vigorous sienna keepsake machete

Yes

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



Reply Favorite

Date: May 3rd, 2018 3:25 PM
Author: vigorous sienna keepsake machete

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: Supple new version hall

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: marvelous autistic boiling water

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: marvelous autistic boiling water

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: marvelous autistic boiling water

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: marvelous autistic boiling water

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: marvelous autistic boiling water

fgts

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



Reply Favorite

Date: May 18th, 2018 11:22 AM
Author: marvelous autistic boiling water



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



Reply Favorite

Date: May 22nd, 2018 8:04 AM
Author: marvelous autistic boiling water

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: marvelous autistic boiling water

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: marvelous autistic boiling water

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: Aphrodisiac dopamine rigor

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: marvelous autistic boiling water

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: provocative violent university mad-dog skullcap

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: glassy skinny woman office

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: Lavender fortuitous meteor

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: infuriating hateful incel pisswyrm

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: glassy skinny woman office

lol

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



Reply Favorite

Date: July 25th, 2018 4:16 PM
Author: Slate comical tanning salon idiot

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: Supple new version hall

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: chest-beating native

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: Supple new version hall

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: adventurous onyx internal respiration

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: Lavender fortuitous meteor

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: hairless brunch

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: hairless brunch



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



Reply Favorite

Date: October 9th, 2018 8:15 PM
Author: Sadistic Slippery Party Of The First Part Faggot Firefighter



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



Reply Favorite

Date: December 8th, 2018 1:09 PM
Author: chest-beating native

??

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



Reply Favorite

Date: December 8th, 2018 1:15 PM
Author: White electric property

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: chest-beating native

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: Magenta stimulating corner



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



Reply Favorite

Date: April 21st, 2020 1:13 PM
Author: Magenta stimulating corner



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



Reply Favorite

Date: December 13th, 2021 12:51 PM
Author: Magenta stimulating corner



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



Reply Favorite

Date: December 13th, 2021 1:01 PM
Author: Flesh vivacious depressive

Looking at almost a double here. N2B

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