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NXPI: risk-free oafish 3% spread
| misunderstood temple roommate | 03/07/18 |
| Provocative dead dilemma death wish | 03/07/18 |
| misunderstood temple roommate | 03/07/18 |
| Provocative dead dilemma death wish | 03/07/18 |
| misunderstood temple roommate | 03/07/18 |
| Provocative dead dilemma death wish | 03/07/18 |
| misunderstood temple roommate | 03/07/18 |
| Provocative dead dilemma death wish | 07/25/18 |
| misunderstood temple roommate | 03/09/18 |
| misunderstood temple roommate | 03/20/18 |
| misunderstood temple roommate | 03/22/18 |
| misunderstood temple roommate | 03/28/18 |
| Burgundy soggy hell | 03/28/18 |
| misunderstood temple roommate | 04/04/18 |
| Sienna hateful kitchen marketing idea | 04/04/18 |
| misunderstood temple roommate | 04/04/18 |
| Sienna hateful kitchen marketing idea | 04/11/18 |
| misunderstood temple roommate | 04/11/18 |
| Sienna hateful kitchen marketing idea | 04/11/18 |
| misunderstood temple roommate | 04/11/18 |
| Sienna hateful kitchen marketing idea | 04/11/18 |
| misunderstood temple roommate | 04/11/18 |
| Sienna hateful kitchen marketing idea | 04/11/18 |
| misunderstood temple roommate | 04/11/18 |
| Sienna hateful kitchen marketing idea | 04/11/18 |
| misunderstood temple roommate | 04/11/18 |
| Sienna hateful kitchen marketing idea | 04/11/18 |
| misunderstood temple roommate | 04/11/18 |
| misunderstood temple roommate | 04/04/18 |
| misunderstood temple roommate | 04/11/18 |
| misunderstood temple roommate | 04/11/18 |
| misunderstood temple roommate | 04/11/18 |
| misunderstood temple roommate | 04/11/18 |
| excitant church cumskin | 04/11/18 |
| misunderstood temple roommate | 04/11/18 |
| excitant church cumskin | 04/11/18 |
| misunderstood temple roommate | 04/11/18 |
| excitant church cumskin | 04/11/18 |
| misunderstood temple roommate | 04/11/18 |
| misunderstood temple roommate | 04/12/18 |
| misunderstood temple roommate | 04/12/18 |
| Provocative dead dilemma death wish | 04/13/18 |
| misunderstood temple roommate | 04/13/18 |
| Provocative dead dilemma death wish | 04/16/18 |
| misunderstood temple roommate | 04/17/18 |
| Provocative dead dilemma death wish | 04/17/18 |
| misunderstood temple roommate | 04/17/18 |
| hyperventilating bronze pozpig ticket booth | 04/17/18 |
| misunderstood temple roommate | 04/17/18 |
| excitant church cumskin | 04/17/18 |
| misunderstood temple roommate | 04/17/18 |
| Sienna hateful kitchen marketing idea | 04/19/18 |
| Vermilion Parlour Faggotry | 04/19/18 |
| Provocative dead dilemma death wish | 04/19/18 |
| Aromatic gay orchestra pit international law enforcement agency | 04/19/18 |
| Aromatic gay orchestra pit international law enforcement agency | 04/19/18 |
| Aromatic gay orchestra pit international law enforcement agency | 04/20/18 |
| Provocative dead dilemma death wish | 04/20/18 |
| Mint motley multi-billionaire | 04/20/18 |
| irradiated white office | 04/20/18 |
| misunderstood temple roommate | 04/20/18 |
| Provocative dead dilemma death wish | 05/03/18 |
| Sienna hateful kitchen marketing idea | 04/24/18 |
| misunderstood temple roommate | 04/24/18 |
| Sienna hateful kitchen marketing idea | 04/24/18 |
| claret magical indian lodge | 04/24/18 |
| misunderstood temple roommate | 04/24/18 |
| misunderstood temple roommate | 04/26/18 |
| fantasy-prone cerebral main people | 05/03/18 |
| hyperventilating bronze pozpig ticket booth | 05/03/18 |
| Vigorous Mexican Garrison | 05/03/18 |
| Sienna hateful kitchen marketing idea | 05/03/18 |
| irradiated white office | 05/03/18 |
| Sienna hateful kitchen marketing idea | 05/03/18 |
| Sienna hateful kitchen marketing idea | 05/03/18 |
| Provocative dead dilemma death wish | 05/03/18 |
| misunderstood temple roommate | 05/14/18 |
| misunderstood temple roommate | 05/17/18 |
| misunderstood temple roommate | 05/18/18 |
| misunderstood temple roommate | 05/18/18 |
| misunderstood temple roommate | 05/18/18 |
| misunderstood temple roommate | 05/18/18 |
| misunderstood temple roommate | 05/22/18 |
| misunderstood temple roommate | 05/22/18 |
| misunderstood temple roommate | 05/25/18 |
| lake step-uncle's house dog poop | 06/14/18 |
| misunderstood temple roommate | 06/14/18 |
| slap-happy school fanboi | 07/10/18 |
| excitant church cumskin | 07/10/18 |
| razzle tanning salon | 07/10/18 |
| Bossy business firm | 07/25/18 |
| excitant church cumskin | 07/25/18 |
| Honey-headed twisted sweet tailpipe | 07/25/18 |
| Provocative dead dilemma death wish | 07/25/18 |
| hyperventilating bronze pozpig ticket booth | 07/25/18 |
| Provocative dead dilemma death wish | 07/26/18 |
| crimson angry sound barrier spot | 09/28/18 |
| razzle tanning salon | 08/29/18 |
| Big casino | 09/28/18 |
| Big casino | 09/28/18 |
| Razzle-dazzle candlestick maker | 10/09/18 |
| hyperventilating bronze pozpig ticket booth | 12/08/18 |
| Pea-brained pearly gay wizard | 12/08/18 |
| hyperventilating bronze pozpig ticket booth | 12/08/18 |
| Costumed chestnut locale halford | 03/23/20 |
| Costumed chestnut locale halford | 04/21/20 |
| Costumed chestnut locale halford | 12/13/21 |
| Mint motley multi-billionaire | 12/13/21 |
Poast new message in this thread
Date: March 7th, 2018 2:56 PM Author: misunderstood temple roommate (http://www.autoadmit.com/thread.php?thread_id=3912314&forum_id=2#35554784) |
Date: March 7th, 2018 4:26 PM Author: Provocative dead dilemma death wish Wait until Mofcom blocks the deal (http://www.autoadmit.com/thread.php?thread_id=3912314&forum_id=2#35555491) |
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Date: March 7th, 2018 4:36 PM Author: misunderstood temple roommate 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) |
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Date: March 7th, 2018 4:38 PM Author: Provocative dead dilemma death wish Maybe for CFIUS blocking every deal with the Chinese
I'm saying there is a spread for a reason |
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Date: March 7th, 2018 4:39 PM Author: misunderstood temple roommate 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) |
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Date: March 7th, 2018 5:00 PM Author: Provocative dead dilemma death wish 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 |
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Date: March 7th, 2018 5:16 PM Author: misunderstood temple roommate 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. |
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Date: July 25th, 2018 4:25 PM Author: Provocative dead dilemma death wish (http://www.autoadmit.com/thread.php?thread_id=3912314&forum_id=2#36495255) |
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Date: March 9th, 2018 11:10 AM Author: misunderstood temple roommate 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) |
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Date: March 20th, 2018 10:09 AM Author: misunderstood temple roommate (http://www.autoadmit.com/thread.php?thread_id=3912314&forum_id=2#35644202) |
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Date: March 22nd, 2018 11:53 AM Author: misunderstood temple roommate 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. |
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Date: March 28th, 2018 12:14 PM Author: misunderstood temple roommate LJL holy shit this is such a massive buy (http://www.autoadmit.com/thread.php?thread_id=3912314&forum_id=2#35709018) |
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Date: March 28th, 2018 12:18 PM Author: Burgundy soggy hell time to buy is rn if you are going to imho (http://www.autoadmit.com/thread.php?thread_id=3912314&forum_id=2#35709052) |
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Date: April 4th, 2018 11:02 AM Author: misunderstood temple roommate 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 |
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Date: April 4th, 2018 11:08 AM Author: Sienna hateful kitchen marketing idea (http://www.autoadmit.com/thread.php?thread_id=3912314&forum_id=2#35760924) |
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Date: April 4th, 2018 11:10 AM Author: misunderstood temple roommate Explain how it's "much more likely" to close
Needs CFIUS and Mofcom vs. just Mofcom |
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Date: April 11th, 2018 10:50 AM Author: Sienna hateful kitchen marketing idea (http://www.autoadmit.com/thread.php?thread_id=3912314&forum_id=2#35815338) |
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Date: April 11th, 2018 10:52 AM Author: misunderstood temple roommate 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. |
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Date: April 11th, 2018 10:55 AM Author: Sienna hateful kitchen marketing idea What’s your point (http://www.autoadmit.com/thread.php?thread_id=3912314&forum_id=2#35815393) |
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Date: April 11th, 2018 10:59 AM Author: misunderstood temple roommate 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) |
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Date: April 11th, 2018 11:16 AM Author: Sienna hateful kitchen marketing idea (http://www.autoadmit.com/thread.php?thread_id=3912314&forum_id=2#35815553) |
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Date: April 11th, 2018 11:20 AM Author: misunderstood temple roommate "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) |
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Date: April 11th, 2018 11:21 AM Author: Sienna hateful kitchen marketing idea Please do (http://www.autoadmit.com/thread.php?thread_id=3912314&forum_id=2#35815584) |
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Date: April 11th, 2018 11:26 AM Author: misunderstood temple roommate 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. |
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Date: April 11th, 2018 11:56 AM Author: Sienna hateful kitchen marketing idea (http://www.autoadmit.com/thread.php?thread_id=3912314&forum_id=2#35815888) |
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Date: April 11th, 2018 11:59 AM Author: misunderstood temple roommate 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) |
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Date: April 11th, 2018 12:17 PM Author: Sienna hateful kitchen marketing idea 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) |
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Date: April 11th, 2018 12:19 PM Author: misunderstood temple roommate We'll see what unfolds (http://www.autoadmit.com/thread.php?thread_id=3912314&forum_id=2#35816049) |
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Date: April 4th, 2018 3:31 PM Author: misunderstood temple roommate 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) |
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Date: April 11th, 2018 9:12 AM Author: misunderstood temple roommate 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) |
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Date: April 11th, 2018 10:16 AM Author: misunderstood temple roommate I'm going to continue pounding the table on this btw (http://www.autoadmit.com/thread.php?thread_id=3912314&forum_id=2#35815040) |
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Date: April 11th, 2018 10:32 AM Author: misunderstood temple roommate Much like the POUNDING my asshold has received from when I made this OP
Still a great trade though! |
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Date: April 11th, 2018 10:40 AM Author: misunderstood temple roommate 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) |
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Date: April 11th, 2018 11:23 AM Author: excitant church cumskin 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) |
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Date: April 11th, 2018 11:27 AM Author: misunderstood temple roommate 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? |
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Date: April 11th, 2018 11:31 AM Author: excitant church cumskin 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) |
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Date: April 11th, 2018 11:36 AM Author: misunderstood temple roommate 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. |
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Date: April 11th, 2018 11:57 AM Author: excitant church cumskin godspeed brother i'm rooting for you (http://www.autoadmit.com/thread.php?thread_id=3912314&forum_id=2#35815894) |
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Date: April 11th, 2018 12:00 PM Author: misunderstood temple roommate ty friend (http://www.autoadmit.com/thread.php?thread_id=3912314&forum_id=2#35815913) |
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Date: April 12th, 2018 9:57 AM Author: misunderstood temple roommate Daily reminder this is a massive fucking buy (http://www.autoadmit.com/thread.php?thread_id=3912314&forum_id=2#35823065) |
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Date: April 12th, 2018 12:43 PM Author: misunderstood temple roommate Buying stock below $114 is a gift btw (http://www.autoadmit.com/thread.php?thread_id=3912314&forum_id=2#35824674) |
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Date: April 13th, 2018 11:37 AM Author: Provocative dead dilemma death wish 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) |
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Date: April 13th, 2018 12:10 PM Author: misunderstood temple roommate 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. |
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Date: April 16th, 2018 11:56 AM Author: Provocative dead dilemma death wish 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 |
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Date: April 17th, 2018 11:44 AM Author: misunderstood temple roommate 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) |
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Date: April 17th, 2018 12:43 PM Author: Provocative dead dilemma death wish Most merger arb shops run incredibly levered
Picking up pennies in front of a steamroller IMO but I guess its a living |
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Date: April 17th, 2018 12:58 PM Author: misunderstood temple roommate 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) |
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Date: April 17th, 2018 12:45 PM Author: hyperventilating bronze pozpig ticket booth 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) |
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Date: April 17th, 2018 12:57 PM Author: misunderstood temple roommate 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) |
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Date: April 17th, 2018 1:00 PM Author: excitant church cumskin 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) |
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Date: April 17th, 2018 1:02 PM Author: misunderstood temple roommate 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) |
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Date: April 19th, 2018 9:00 AM Author: Sienna hateful kitchen marketing idea (http://www.autoadmit.com/thread.php?thread_id=3912314&forum_id=2#35872985) |
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Date: April 19th, 2018 1:04 PM Author: Vermilion Parlour Faggotry ? (http://www.autoadmit.com/thread.php?thread_id=3912314&forum_id=2#35874724) |
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Date: April 19th, 2018 7:14 PM Author: Provocative dead dilemma death wish 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) |
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Date: April 19th, 2018 7:24 PM Author: Aromatic gay orchestra pit international law enforcement agency This is down again today. Is this a major buy tomorrow? (http://www.autoadmit.com/thread.php?thread_id=3912314&forum_id=2#35877304) |
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Date: April 19th, 2018 10:34 PM Author: Aromatic gay orchestra pit international law enforcement agency 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. |
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Date: April 20th, 2018 11:01 AM Author: Aromatic gay orchestra pit international law enforcement agency 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.
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Date: April 20th, 2018 11:28 AM Author: Provocative dead dilemma death wish 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) |
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Date: April 20th, 2018 11:30 AM Author: Mint motley multi-billionaire 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 |
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Date: April 20th, 2018 11:57 AM Author: irradiated white office And is it, in this case? (http://www.autoadmit.com/thread.php?thread_id=3912314&forum_id=2#35881566) |
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Date: April 20th, 2018 12:01 PM Author: misunderstood temple roommate 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. |
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Date: May 3rd, 2018 9:55 AM Author: Provocative dead dilemma death wish 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) |
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Date: April 24th, 2018 3:00 PM Author: Sienna hateful kitchen marketing idea OAFISH 25% (http://www.autoadmit.com/thread.php?thread_id=3912314&forum_id=2#35910098) |
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Date: April 24th, 2018 3:34 PM Author: misunderstood temple roommate It's enormous. I'd recommend owning this. (http://www.autoadmit.com/thread.php?thread_id=3912314&forum_id=2#35910448) |
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Date: April 24th, 2018 3:39 PM Author: Sienna hateful kitchen marketing idea I am not allowed to otherwise I would (http://www.autoadmit.com/thread.php?thread_id=3912314&forum_id=2#35910496) |
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Date: April 24th, 2018 3:36 PM Author: claret magical indian lodge (http://www.autoadmit.com/thread.php?thread_id=3912314&forum_id=2#35910462) |
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Date: April 24th, 2018 3:37 PM Author: misunderstood temple roommate 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) |
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Date: April 26th, 2018 10:38 AM Author: misunderstood temple roommate Finally going up today jfc
There is still a fucking absurd spread in this that is totally unjustified by the fundamentals |
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Date: May 3rd, 2018 9:31 AM Author: fantasy-prone cerebral main people bump for 8.5% "risk-free" drop today (http://www.autoadmit.com/thread.php?thread_id=3912314&forum_id=2#35972408) |
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Date: May 3rd, 2018 9:33 AM Author: hyperventilating bronze pozpig ticket booth lol dumbass (http://www.autoadmit.com/thread.php?thread_id=3912314&forum_id=2#35972418) |
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Date: May 3rd, 2018 10:51 AM Author: Vigorous Mexican Garrison $91 (http://www.autoadmit.com/thread.php?thread_id=3912314&forum_id=2#35972927) |
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Date: May 3rd, 2018 12:04 PM Author: Sienna hateful kitchen marketing idea 38% spread and no buyers except OP (http://www.autoadmit.com/thread.php?thread_id=3912314&forum_id=2#35973443) |
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Date: May 3rd, 2018 12:46 PM Author: irradiated white 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) |
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Date: May 3rd, 2018 2:11 PM Author: Sienna hateful kitchen marketing idea Yes (http://www.autoadmit.com/thread.php?thread_id=3912314&forum_id=2#35974354) |
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Date: May 3rd, 2018 3:25 PM Author: Sienna hateful kitchen marketing idea Lots of HFers are going to lose their jobs over this (http://www.autoadmit.com/thread.php?thread_id=3912314&forum_id=2#35974932) |
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Date: May 3rd, 2018 3:27 PM Author: Provocative dead dilemma death wish Guys at Elliott having a no bueno time (http://www.autoadmit.com/thread.php?thread_id=3912314&forum_id=2#35974950) |
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Date: May 14th, 2018 12:39 PM Author: misunderstood temple roommate Looking better today faggots! (http://www.autoadmit.com/thread.php?thread_id=3912314&forum_id=2#36047475) |
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Date: May 17th, 2018 9:02 AM Author: misunderstood temple roommate 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! |
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Date: May 18th, 2018 10:49 AM Author: misunderstood temple roommate 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) |
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Date: May 18th, 2018 10:53 AM Author: misunderstood temple roommate 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) |
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Date: May 18th, 2018 11:02 AM Author: misunderstood temple roommate fgts (http://www.autoadmit.com/thread.php?thread_id=3912314&forum_id=2#36076678) |
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Date: May 18th, 2018 11:22 AM Author: misunderstood temple roommate (http://www.autoadmit.com/thread.php?thread_id=3912314&forum_id=2#36076828) |
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Date: May 22nd, 2018 8:04 AM Author: misunderstood temple roommate 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) |
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Date: May 22nd, 2018 10:32 AM Author: misunderstood temple roommate still an ok spread though (http://www.autoadmit.com/thread.php?thread_id=3912314&forum_id=2#36103743) |
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Date: May 25th, 2018 1:30 PM Author: misunderstood temple roommate JFC you fags didn't buy a single share did you (http://www.autoadmit.com/thread.php?thread_id=3912314&forum_id=2#36126517) |
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Date: June 14th, 2018 7:02 PM Author: lake step-uncle's house dog poop 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) |
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Date: June 14th, 2018 7:01 PM Author: misunderstood temple roommate Suck my dick faggots!!!! (http://www.autoadmit.com/thread.php?thread_id=3912314&forum_id=2#36247345) |
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Date: July 10th, 2018 11:50 PM Author: slap-happy school fanboi 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) |
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Date: July 10th, 2018 11:53 PM Author: excitant church cumskin edit: oops looked at wrong year
OP made an ok swing on top of a pretty big risk, meh |
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Date: July 10th, 2018 11:31 PM Author: razzle tanning salon Do you even MOFCOM? (http://www.autoadmit.com/thread.php?thread_id=3912314&forum_id=2#36402537) |
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Date: July 25th, 2018 4:15 PM Author: Bossy business firm 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. |
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Date: July 25th, 2018 4:16 PM Author: excitant church cumskin lol (http://www.autoadmit.com/thread.php?thread_id=3912314&forum_id=2#36495196) |
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Date: July 25th, 2018 4:16 PM Author: Honey-headed twisted sweet tailpipe Op owned? (http://www.autoadmit.com/thread.php?thread_id=3912314&forum_id=2#36495198) |
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Date: July 25th, 2018 4:17 PM Author: Provocative dead dilemma death wish Date: March 7th, 2018 4:26 PM Author: DrakeMallard (Daring Duck of Mystery, Champion of Right)
Wait until Mofcom blocks the deal
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Date: July 25th, 2018 5:41 PM Author: hyperventilating bronze pozpig ticket booth lol op is pwned (http://www.autoadmit.com/thread.php?thread_id=3912314&forum_id=2#36495757) |
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Date: July 26th, 2018 4:23 PM Author: Provocative dead dilemma death wish 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 |
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Date: September 28th, 2018 12:38 PM Author: crimson angry sound barrier spot 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. |
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Date: August 29th, 2018 2:27 PM Author: razzle tanning salon OP we need an update. There is free money at stake. (http://www.autoadmit.com/thread.php?thread_id=3912314&forum_id=2#36709580) |
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Date: September 28th, 2018 12:37 PM Author: Big casino Guys should I buy at $85? (http://www.autoadmit.com/thread.php?thread_id=3912314&forum_id=2#36914096) |
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Date: September 28th, 2018 1:39 PM Author: Big casino (http://www.autoadmit.com/thread.php?thread_id=3912314&forum_id=2#36914656) |
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Date: October 9th, 2018 8:15 PM Author: Razzle-dazzle candlestick maker (http://www.autoadmit.com/thread.php?thread_id=3912314&forum_id=2#36993812) |
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Date: December 8th, 2018 1:09 PM Author: hyperventilating bronze pozpig ticket booth ?? (http://www.autoadmit.com/thread.php?thread_id=3912314&forum_id=2#37372446) |
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Date: December 8th, 2018 1:15 PM Author: Pea-brained pearly gay wizard Only down like 35% YTD - better or worse investment than crypto? (http://www.autoadmit.com/thread.php?thread_id=3912314&forum_id=2#37372467) |
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Date: December 8th, 2018 1:27 PM Author: hyperventilating bronze pozpig ticket booth worse. im up like 10x from the start of the year in crypto.
edit: actually more like 4x |
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Date: March 23rd, 2020 4:02 PM Author: Costumed chestnut locale halford (http://www.autoadmit.com/thread.php?thread_id=3912314&forum_id=2#39844253) |
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Date: April 21st, 2020 1:13 PM Author: Costumed chestnut locale halford (http://www.autoadmit.com/thread.php?thread_id=3912314&forum_id=2#40062347) |
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Date: December 13th, 2021 12:51 PM Author: Costumed chestnut locale halford (http://www.autoadmit.com/thread.php?thread_id=3912314&forum_id=2#43601692) |
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Date: December 13th, 2021 1:01 PM Author: Mint motley multi-billionaire Looking at almost a double here. N2B (http://www.autoadmit.com/thread.php?thread_id=3912314&forum_id=2#43601778) |