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NXPI: risk-free oafish 3% spread

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Floppy very tactful rehab
  03/07/18
Wait until Mofcom blocks the deal
talented queen of the night parlour
  03/07/18
LJL why is Mofcom blocking this deal. You think they're goin...
Floppy very tactful rehab
  03/07/18
Maybe for CFIUS blocking every deal with the Chinese I'm ...
talented queen of the night parlour
  03/07/18
Yes because arbs are paranoid queers who are already choked ...
Floppy very tactful rehab
  03/07/18
2014 Blocked Seagate/Samsung in 2011 Western Digital / Hit...
talented queen of the night parlour
  03/07/18
There is a 0% chance QCOM steps away even if they lose the p...
Floppy very tactful rehab
  03/07/18
...
talented queen of the night parlour
  07/25/18
Just lol at faggot arbs continuing to puke this thing. This ...
Floppy very tactful rehab
  03/09/18
...
Floppy very tactful rehab
  03/20/18
Approaching 6% now lmao Even if China plays hardball I do...
Floppy very tactful rehab
  03/22/18
LJL holy shit this is such a massive buy
Floppy very tactful rehab
  03/28/18
time to buy is rn if you are going to imho
sapphire home gunner
  03/28/18
This is probably the best stock you could possibly buy right...
Floppy very tactful rehab
  04/04/18
...
histrionic shrine
  04/04/18
Explain how it's "much more likely" to close Ne...
Floppy very tactful rehab
  04/04/18
...
histrionic shrine
  04/11/18
Okay now let's compate Marvell and Qualcomm. Qualcomm lit...
Floppy very tactful rehab
  04/11/18
What’s your point
histrionic shrine
  04/11/18
That Qualcomm will ultimately accede to Mofcom's ask (whatev...
Floppy very tactful rehab
  04/11/18
...
histrionic shrine
  04/11/18
"shareholders on both sides are lukewarm about the comb...
Floppy very tactful rehab
  04/11/18
Please do
histrionic shrine
  04/11/18
The biggest NXPI shareholders such as Elliott have signed ir...
Floppy very tactful rehab
  04/11/18
...
histrionic shrine
  04/11/18
When you say "most" you're talking about Elliott a...
Floppy very tactful rehab
  04/11/18
We’ll see. Good luck man I agree it’s a good buy at $115
histrionic shrine
  04/11/18
We'll see what unfolds
Floppy very tactful rehab
  04/11/18
LJL this is fucking absurd. Arbs are full so no one can buy ...
Floppy very tactful rehab
  04/04/18
Friendly reminder that this spread is fucking enormous and C...
Floppy very tactful rehab
  04/11/18
I'm going to continue pounding the table on this btw
Floppy very tactful rehab
  04/11/18
Much like the POUNDING my asshold has received from when I m...
Floppy very tactful rehab
  04/11/18
Update: $11.50 or almost a 10% gross spread. Arb faggots are...
Floppy very tactful rehab
  04/11/18
brother unless you have inside info here you are literally j...
beady-eyed unholy property
  04/11/18
I 100% have no inside info, but in a sense all stock market ...
Floppy very tactful rehab
  04/11/18
im just questioning your 90% certainty man, there's a big di...
beady-eyed unholy property
  04/11/18
That was a hypothetical example. IDK what the exact %s are b...
Floppy very tactful rehab
  04/11/18
godspeed brother i'm rooting for you
beady-eyed unholy property
  04/11/18
ty friend
Floppy very tactful rehab
  04/11/18
Daily reminder this is a massive fucking buy
Floppy very tactful rehab
  04/12/18
Buying stock below $114 is a gift btw
Floppy very tactful rehab
  04/12/18
https://www.wsj.com/articles/china-delays-deal-reviews-as-u-...
talented queen of the night parlour
  04/13/18
This headline reads much worse than the reality; if you saw ...
Floppy very tactful rehab
  04/13/18
I don't want to be an asshole but on March 7 when you initia...
talented queen of the night parlour
  04/16/18
Oh absolutely, I got anally ravaged from my initial OP. That...
Floppy very tactful rehab
  04/17/18
Most merger arb shops run incredibly levered Picking up p...
talented queen of the night parlour
  04/17/18
10x is high, and would only be done for something with a fir...
Floppy very tactful rehab
  04/17/18
i can tell you'll blow yourself up (or have already done so)...
Dun Aromatic Native Persian
  04/17/18
Do please explain to me all the new information that doesn't...
Floppy very tactful rehab
  04/17/18
it seems like the only new information is that people are fl...
beady-eyed unholy property
  04/17/18
Right, which is another of way of spouting efficient market ...
Floppy very tactful rehab
  04/17/18
...
histrionic shrine
  04/19/18
?
aphrodisiac deep library
  04/19/18
I don't understand why you bumped this so much and then took...
talented queen of the night parlour
  04/19/18
This is down again today. Is this a major buy tomorrow?
Sexy den
  04/19/18
Any thoughts? Thinking about putting a substantial amoun...
Sexy den
  04/19/18
Bought a position just now around 105.70. If buyout goes...
Sexy den
  04/20/18
15x P/E on $7 of EPS seems like a reasonable value. Will ge...
talented queen of the night parlour
  04/20/18
When your doing arbs - the liquidations and the take private...
Boyish school cafeteria marketing idea
  04/20/18
And is it, in this case?
copper gaping wagecucks
  04/20/18
This is extremely painful, believe me. But if you have an...
Floppy very tactful rehab
  04/20/18
Nobody is working there anymore. They've all left or are on...
talented queen of the night parlour
  05/03/18
OAFISH 25%
histrionic shrine
  04/24/18
It's enormous. I'd recommend owning this.
Floppy very tactful rehab
  04/24/18
I am not allowed to otherwise I would
histrionic shrine
  04/24/18
...
marvelous doctorate international law enforcement agency
  04/24/18
There is still effectively no reason for China to block this...
Floppy very tactful rehab
  04/24/18
Finally going up today jfc There is still a fucking absur...
Floppy very tactful rehab
  04/26/18
bump for 8.5% "risk-free" drop today
Bonkers cruise ship mediation
  05/03/18
lol dumbass
Dun Aromatic Native Persian
  05/03/18
$91
mischievous heaven
  05/03/18
38% spread and no buyers except OP
histrionic shrine
  05/03/18
A good buy now? It probably is at some point right?
copper gaping wagecucks
  05/03/18
Yes
histrionic shrine
  05/03/18
Lots of HFers are going to lose their jobs over this
histrionic shrine
  05/03/18
Guys at Elliott having a no bueno time
talented queen of the night parlour
  05/03/18
Looking better today faggots!
Floppy very tactful rehab
  05/14/18
ATTN: FAGGOTS Mofcom just approved their second deal this...
Floppy very tactful rehab
  05/17/18
Beijing official says NXPI/QCOM looking more optimistic. Wav...
Floppy very tactful rehab
  05/18/18
Seriously u gotta buy this thing if u haven't yet. Big sprea...
Floppy very tactful rehab
  05/18/18
fgts
Floppy very tactful rehab
  05/18/18
...
Floppy very tactful rehab
  05/18/18
Okay you faggots I hope some of you were buying this because...
Floppy very tactful rehab
  05/22/18
still an ok spread though
Floppy very tactful rehab
  05/22/18
JFC you fags didn't buy a single share did you
Floppy very tactful rehab
  05/25/18
I can see it in your eyes, you don't have a single share
godawful alpha corner
  06/14/18
Suck my dick faggots!!!!
Floppy very tactful rehab
  06/14/18
So it only took you six months and you made a sweet 3%? Cool
Big-titted Market Kitty
  07/10/18
edit: oops looked at wrong year OP made an ok swing on t...
beady-eyed unholy property
  07/10/18
Do you even MOFCOM?
mint diverse juggernaut
  07/10/18
https://www.cnbc.com/2018/07/25/qualcomm-is-preparing-to-giv...
laughsome dark toaster
  07/25/18
lol
beady-eyed unholy property
  07/25/18
Op owned?
Mind-boggling lodge headpube
  07/25/18
Date: March 7th, 2018 4:26 PM Author: DrakeMallard (Daring ...
talented queen of the night parlour
  07/25/18
lol op is pwned
Dun Aromatic Native Persian
  07/25/18
March 7 stock was at $124. Closed today at $92.81 That's ...
talented queen of the night parlour
  07/26/18
lol so u were short NKE at $80 and its at $85 and ur long NX...
Violet milk
  09/28/18
OP we need an update. There is free money at stake.
mint diverse juggernaut
  08/29/18
Guys should I buy at $85?
Aggressive Chad
  09/28/18
...
Aggressive Chad
  09/28/18
...
erotic exhilarant site private investor
  10/09/18
??
Dun Aromatic Native Persian
  12/08/18
Only down like 35% YTD - better or worse investment than cry...
thirsty office fanboi
  12/08/18
worse. im up like 10x from the start of the year in crypto. ...
Dun Aromatic Native Persian
  12/08/18
...
Sooty titillating mental disorder abode
  03/23/20
...
Sooty titillating mental disorder abode
  04/21/20
...
Sooty titillating mental disorder abode
  12/13/21
Looking at almost a double here. N2B
Boyish school cafeteria marketing idea
  12/13/21


Poast new message in this thread



Reply Favorite

Date: March 7th, 2018 2:56 PM
Author: Floppy very tactful rehab



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



Reply Favorite

Date: March 7th, 2018 4:26 PM
Author: talented queen of the night parlour

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: Floppy very tactful rehab

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: talented queen of the night parlour

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: Floppy very tactful rehab

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: talented queen of the night parlour

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: Floppy very tactful rehab

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: talented queen of the night parlour



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



Reply Favorite

Date: March 9th, 2018 11:10 AM
Author: Floppy very tactful rehab

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: Floppy very tactful rehab



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



Reply Favorite

Date: March 22nd, 2018 11:53 AM
Author: Floppy very tactful rehab

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: Floppy very tactful rehab

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: sapphire home gunner

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: Floppy very tactful rehab

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: histrionic shrine



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



Reply Favorite

Date: April 4th, 2018 11:10 AM
Author: Floppy very tactful rehab

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: histrionic shrine



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



Reply Favorite

Date: April 11th, 2018 10:52 AM
Author: Floppy very tactful rehab

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: histrionic shrine

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: Floppy very tactful rehab

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: histrionic shrine



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



Reply Favorite

Date: April 11th, 2018 11:20 AM
Author: Floppy very tactful rehab

"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: histrionic shrine

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: Floppy very tactful rehab

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: histrionic shrine



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



Reply Favorite

Date: April 11th, 2018 11:59 AM
Author: Floppy very tactful rehab

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: histrionic shrine

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: Floppy very tactful rehab

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: Floppy very tactful rehab

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: Floppy very tactful rehab

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: Floppy very tactful rehab

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: Floppy very tactful rehab

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: Floppy very tactful rehab

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: beady-eyed unholy property

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: Floppy very tactful rehab

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: beady-eyed unholy property

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: Floppy very tactful rehab

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: beady-eyed unholy property

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: Floppy very tactful rehab

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: Floppy very tactful rehab

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: Floppy very tactful rehab

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: talented queen of the night parlour

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: Floppy very tactful rehab

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: talented queen of the night parlour

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: Floppy very tactful rehab

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: talented queen of the night parlour

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)



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Date: April 17th, 2018 12:58 PM
Author: Floppy very tactful rehab

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: Dun Aromatic Native Persian

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: Floppy very tactful rehab

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: beady-eyed unholy property

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: Floppy very tactful rehab

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: histrionic shrine



(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: aphrodisiac deep library

?

(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: talented queen of the night parlour

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: Sexy den

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: Sexy den

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)



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Date: April 20th, 2018 11:01 AM
Author: Sexy den

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)



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Date: April 20th, 2018 11:28 AM
Author: talented queen of the night parlour

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: Boyish school cafeteria marketing idea

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)



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Date: April 20th, 2018 11:57 AM
Author: copper gaping wagecucks

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: Floppy very tactful rehab

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)



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Date: May 3rd, 2018 9:55 AM
Author: talented queen of the night parlour

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: histrionic shrine

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: Floppy very tactful rehab

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: histrionic shrine

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: marvelous doctorate international law enforcement agency



(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: Floppy very tactful rehab

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: Floppy very tactful rehab

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)



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Date: May 3rd, 2018 9:31 AM
Author: Bonkers cruise ship mediation

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: Dun Aromatic Native Persian

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: mischievous heaven

$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: histrionic shrine

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: copper gaping wagecucks

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: histrionic shrine

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: histrionic shrine

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: talented queen of the night parlour

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: Floppy very tactful rehab

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: Floppy very tactful rehab

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)



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Date: May 18th, 2018 10:49 AM
Author: Floppy very tactful rehab

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: Floppy very tactful rehab

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: Floppy very tactful rehab

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: Floppy very tactful rehab



(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: Floppy very tactful rehab

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: Floppy very tactful rehab

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: Floppy very tactful rehab

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: godawful alpha corner

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: Floppy very tactful rehab

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: Big-titted Market Kitty

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: beady-eyed unholy property

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)



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Date: July 10th, 2018 11:31 PM
Author: mint diverse juggernaut

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: laughsome dark toaster

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)



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Date: July 25th, 2018 4:16 PM
Author: beady-eyed unholy property

lol

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



Reply Favorite

Date: July 25th, 2018 4:16 PM
Author: Mind-boggling lodge headpube

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: talented queen of the night parlour

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)



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Date: July 25th, 2018 5:41 PM
Author: Dun Aromatic Native Persian

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: talented queen of the night parlour

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)



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Date: September 28th, 2018 12:38 PM
Author: Violet milk

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)



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Date: August 29th, 2018 2:27 PM
Author: mint diverse juggernaut

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: Aggressive Chad

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: Aggressive Chad



(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: erotic exhilarant site private investor



(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: Dun Aromatic Native Persian

??

(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: thirsty office fanboi

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: Dun Aromatic Native Persian

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: Sooty titillating mental disorder abode



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



Reply Favorite

Date: April 21st, 2020 1:13 PM
Author: Sooty titillating mental disorder abode



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



Reply Favorite

Date: December 13th, 2021 12:51 PM
Author: Sooty titillating mental disorder abode



(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: Boyish school cafeteria marketing idea

Looking at almost a double here. N2B

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