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NXPI: risk-free oafish 3% spread

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nofapping cerebral dopamine
  03/07/18
Wait until Mofcom blocks the deal
irradiated saffron boistinker
  03/07/18
LJL why is Mofcom blocking this deal. You think they're goin...
nofapping cerebral dopamine
  03/07/18
Maybe for CFIUS blocking every deal with the Chinese I'm ...
irradiated saffron boistinker
  03/07/18
Yes because arbs are paranoid queers who are already choked ...
nofapping cerebral dopamine
  03/07/18
2014 Blocked Seagate/Samsung in 2011 Western Digital / Hit...
irradiated saffron boistinker
  03/07/18
There is a 0% chance QCOM steps away even if they lose the p...
nofapping cerebral dopamine
  03/07/18
...
irradiated saffron boistinker
  07/25/18
Just lol at faggot arbs continuing to puke this thing. This ...
nofapping cerebral dopamine
  03/09/18
...
nofapping cerebral dopamine
  03/20/18
Approaching 6% now lmao Even if China plays hardball I do...
nofapping cerebral dopamine
  03/22/18
LJL holy shit this is such a massive buy
nofapping cerebral dopamine
  03/28/18
time to buy is rn if you are going to imho
vermilion bearded dingle berry school cafeteria
  03/28/18
This is probably the best stock you could possibly buy right...
nofapping cerebral dopamine
  04/04/18
...
up-to-no-good confused area wagecucks
  04/04/18
Explain how it's "much more likely" to close Ne...
nofapping cerebral dopamine
  04/04/18
...
up-to-no-good confused area wagecucks
  04/11/18
Okay now let's compate Marvell and Qualcomm. Qualcomm lit...
nofapping cerebral dopamine
  04/11/18
What’s your point
up-to-no-good confused area wagecucks
  04/11/18
That Qualcomm will ultimately accede to Mofcom's ask (whatev...
nofapping cerebral dopamine
  04/11/18
...
up-to-no-good confused area wagecucks
  04/11/18
"shareholders on both sides are lukewarm about the comb...
nofapping cerebral dopamine
  04/11/18
Please do
up-to-no-good confused area wagecucks
  04/11/18
The biggest NXPI shareholders such as Elliott have signed ir...
nofapping cerebral dopamine
  04/11/18
...
up-to-no-good confused area wagecucks
  04/11/18
When you say "most" you're talking about Elliott a...
nofapping cerebral dopamine
  04/11/18
We’ll see. Good luck man I agree it’s a good buy at $115
up-to-no-good confused area wagecucks
  04/11/18
We'll see what unfolds
nofapping cerebral dopamine
  04/11/18
LJL this is fucking absurd. Arbs are full so no one can buy ...
nofapping cerebral dopamine
  04/04/18
Friendly reminder that this spread is fucking enormous and C...
nofapping cerebral dopamine
  04/11/18
I'm going to continue pounding the table on this btw
nofapping cerebral dopamine
  04/11/18
Much like the POUNDING my asshold has received from when I m...
nofapping cerebral dopamine
  04/11/18
Update: $11.50 or almost a 10% gross spread. Arb faggots are...
nofapping cerebral dopamine
  04/11/18
brother unless you have inside info here you are literally j...
stimulating bespoke messiness resort
  04/11/18
I 100% have no inside info, but in a sense all stock market ...
nofapping cerebral dopamine
  04/11/18
im just questioning your 90% certainty man, there's a big di...
stimulating bespoke messiness resort
  04/11/18
That was a hypothetical example. IDK what the exact %s are b...
nofapping cerebral dopamine
  04/11/18
godspeed brother i'm rooting for you
stimulating bespoke messiness resort
  04/11/18
ty friend
nofapping cerebral dopamine
  04/11/18
Daily reminder this is a massive fucking buy
nofapping cerebral dopamine
  04/12/18
Buying stock below $114 is a gift btw
nofapping cerebral dopamine
  04/12/18
https://www.wsj.com/articles/china-delays-deal-reviews-as-u-...
irradiated saffron boistinker
  04/13/18
This headline reads much worse than the reality; if you saw ...
nofapping cerebral dopamine
  04/13/18
I don't want to be an asshole but on March 7 when you initia...
irradiated saffron boistinker
  04/16/18
Oh absolutely, I got anally ravaged from my initial OP. That...
nofapping cerebral dopamine
  04/17/18
Most merger arb shops run incredibly levered Picking up p...
irradiated saffron boistinker
  04/17/18
10x is high, and would only be done for something with a fir...
nofapping cerebral dopamine
  04/17/18
i can tell you'll blow yourself up (or have already done so)...
fuchsia box office hunting ground
  04/17/18
Do please explain to me all the new information that doesn't...
nofapping cerebral dopamine
  04/17/18
it seems like the only new information is that people are fl...
stimulating bespoke messiness resort
  04/17/18
Right, which is another of way of spouting efficient market ...
nofapping cerebral dopamine
  04/17/18
...
up-to-no-good confused area wagecucks
  04/19/18
?
Appetizing Maniacal Legal Warrant Personal Credit Line
  04/19/18
I don't understand why you bumped this so much and then took...
irradiated saffron boistinker
  04/19/18
This is down again today. Is this a major buy tomorrow?
passionate meetinghouse
  04/19/18
Any thoughts? Thinking about putting a substantial amoun...
passionate meetinghouse
  04/19/18
Bought a position just now around 105.70. If buyout goes...
passionate meetinghouse
  04/20/18
15x P/E on $7 of EPS seems like a reasonable value. Will ge...
irradiated saffron boistinker
  04/20/18
When your doing arbs - the liquidations and the take private...
Startled vibrant pervert
  04/20/18
And is it, in this case?
Pungent underhanded stock car stage
  04/20/18
This is extremely painful, believe me. But if you have an...
nofapping cerebral dopamine
  04/20/18
Nobody is working there anymore. They've all left or are on...
irradiated saffron boistinker
  05/03/18
OAFISH 25%
up-to-no-good confused area wagecucks
  04/24/18
It's enormous. I'd recommend owning this.
nofapping cerebral dopamine
  04/24/18
I am not allowed to otherwise I would
up-to-no-good confused area wagecucks
  04/24/18
...
gold mischievous casino multi-billionaire
  04/24/18
There is still effectively no reason for China to block this...
nofapping cerebral dopamine
  04/24/18
Finally going up today jfc There is still a fucking absur...
nofapping cerebral dopamine
  04/26/18
bump for 8.5% "risk-free" drop today
puce indecent locale athletic conference
  05/03/18
lol dumbass
fuchsia box office hunting ground
  05/03/18
$91
charcoal set antidepressant drug
  05/03/18
38% spread and no buyers except OP
up-to-no-good confused area wagecucks
  05/03/18
A good buy now? It probably is at some point right?
Pungent underhanded stock car stage
  05/03/18
Yes
up-to-no-good confused area wagecucks
  05/03/18
Lots of HFers are going to lose their jobs over this
up-to-no-good confused area wagecucks
  05/03/18
Guys at Elliott having a no bueno time
irradiated saffron boistinker
  05/03/18
Looking better today faggots!
nofapping cerebral dopamine
  05/14/18
ATTN: FAGGOTS Mofcom just approved their second deal this...
nofapping cerebral dopamine
  05/17/18
Beijing official says NXPI/QCOM looking more optimistic. Wav...
nofapping cerebral dopamine
  05/18/18
Seriously u gotta buy this thing if u haven't yet. Big sprea...
nofapping cerebral dopamine
  05/18/18
fgts
nofapping cerebral dopamine
  05/18/18
...
nofapping cerebral dopamine
  05/18/18
Okay you faggots I hope some of you were buying this because...
nofapping cerebral dopamine
  05/22/18
still an ok spread though
nofapping cerebral dopamine
  05/22/18
JFC you fags didn't buy a single share did you
nofapping cerebral dopamine
  05/25/18
I can see it in your eyes, you don't have a single share
Sinister Costumed University
  06/14/18
Suck my dick faggots!!!!
nofapping cerebral dopamine
  06/14/18
So it only took you six months and you made a sweet 3%? Cool
Useless hominid rehab
  07/10/18
edit: oops looked at wrong year OP made an ok swing on t...
stimulating bespoke messiness resort
  07/10/18
Do you even MOFCOM?
Frisky misunderstood senate
  07/10/18
https://www.cnbc.com/2018/07/25/qualcomm-is-preparing-to-giv...
disgusting spectacular telephone
  07/25/18
lol
stimulating bespoke messiness resort
  07/25/18
Op owned?
Federal Free-loading Plaza Place Of Business
  07/25/18
Date: March 7th, 2018 4:26 PM Author: DrakeMallard (Daring ...
irradiated saffron boistinker
  07/25/18
lol op is pwned
fuchsia box office hunting ground
  07/25/18
March 7 stock was at $124. Closed today at $92.81 That's ...
irradiated saffron boistinker
  07/26/18
lol so u were short NKE at $80 and its at $85 and ur long NX...
heady cuck
  09/28/18
OP we need an update. There is free money at stake.
Frisky misunderstood senate
  08/29/18
Guys should I buy at $85?
spruce galvanic private investor circlehead
  09/28/18
...
spruce galvanic private investor circlehead
  09/28/18
...
cerise ticket booth digit ratio
  10/09/18
??
fuchsia box office hunting ground
  12/08/18
Only down like 35% YTD - better or worse investment than cry...
Trip jap
  12/08/18
worse. im up like 10x from the start of the year in crypto. ...
fuchsia box office hunting ground
  12/08/18
...
Overrated Mind-boggling Sweet Tailpipe Sanctuary
  03/23/20
...
Overrated Mind-boggling Sweet Tailpipe Sanctuary
  04/21/20
...
Overrated Mind-boggling Sweet Tailpipe Sanctuary
  12/13/21
Looking at almost a double here. N2B
Startled vibrant pervert
  12/13/21


Poast new message in this thread



Reply Favorite

Date: March 7th, 2018 2:56 PM
Author: nofapping cerebral dopamine



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



Reply Favorite

Date: March 7th, 2018 4:26 PM
Author: irradiated saffron boistinker

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: nofapping cerebral dopamine

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: irradiated saffron boistinker

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: nofapping cerebral dopamine

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: irradiated saffron boistinker

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: nofapping cerebral dopamine

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: irradiated saffron boistinker



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



Reply Favorite

Date: March 9th, 2018 11:10 AM
Author: nofapping cerebral dopamine

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: nofapping cerebral dopamine



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



Reply Favorite

Date: March 22nd, 2018 11:53 AM
Author: nofapping cerebral dopamine

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: nofapping cerebral dopamine

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: vermilion bearded dingle berry school cafeteria

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: nofapping cerebral dopamine

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: up-to-no-good confused area wagecucks



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



Reply Favorite

Date: April 4th, 2018 11:10 AM
Author: nofapping cerebral dopamine

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: up-to-no-good confused area wagecucks



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



Reply Favorite

Date: April 11th, 2018 10:52 AM
Author: nofapping cerebral dopamine

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: up-to-no-good confused area wagecucks

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: nofapping cerebral dopamine

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: up-to-no-good confused area wagecucks



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



Reply Favorite

Date: April 11th, 2018 11:20 AM
Author: nofapping cerebral dopamine

"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: up-to-no-good confused area wagecucks

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: nofapping cerebral dopamine

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: up-to-no-good confused area wagecucks



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



Reply Favorite

Date: April 11th, 2018 11:59 AM
Author: nofapping cerebral dopamine

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: up-to-no-good confused area wagecucks

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: nofapping cerebral dopamine

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: nofapping cerebral dopamine

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: nofapping cerebral dopamine

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: nofapping cerebral dopamine

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: nofapping cerebral dopamine

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: nofapping cerebral dopamine

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: stimulating bespoke messiness resort

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: nofapping cerebral dopamine

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: stimulating bespoke messiness resort

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: nofapping cerebral dopamine

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: stimulating bespoke messiness resort

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: nofapping cerebral dopamine

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: nofapping cerebral dopamine

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: nofapping cerebral dopamine

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: irradiated saffron boistinker

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: nofapping cerebral dopamine

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: irradiated saffron boistinker

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: nofapping cerebral dopamine

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: irradiated saffron boistinker

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: nofapping cerebral dopamine

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: fuchsia box office hunting ground

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: nofapping cerebral dopamine

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: stimulating bespoke messiness resort

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: nofapping cerebral dopamine

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: up-to-no-good confused area wagecucks



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



Reply Favorite

Date: April 19th, 2018 1:04 PM
Author: Appetizing Maniacal Legal Warrant Personal Credit Line

?

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



Reply Favorite

Date: April 19th, 2018 7:14 PM
Author: irradiated saffron boistinker

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: passionate meetinghouse

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: passionate meetinghouse

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: passionate meetinghouse

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: irradiated saffron boistinker

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: Startled vibrant pervert

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: Pungent underhanded stock car stage

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: nofapping cerebral dopamine

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: irradiated saffron boistinker

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: up-to-no-good confused area wagecucks

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: nofapping cerebral dopamine

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: up-to-no-good confused area wagecucks

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: gold mischievous casino multi-billionaire



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



Reply Favorite

Date: April 24th, 2018 3:37 PM
Author: nofapping cerebral dopamine

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: nofapping cerebral dopamine

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: puce indecent locale athletic conference

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: fuchsia box office hunting ground

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: charcoal set antidepressant drug

$91

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



Reply Favorite

Date: May 3rd, 2018 12:04 PM
Author: up-to-no-good confused area wagecucks

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: Pungent underhanded stock car stage

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: up-to-no-good confused area wagecucks

Yes

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



Reply Favorite

Date: May 3rd, 2018 3:25 PM
Author: up-to-no-good confused area wagecucks

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: irradiated saffron boistinker

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: nofapping cerebral dopamine

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: nofapping cerebral dopamine

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: nofapping cerebral dopamine

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: nofapping cerebral dopamine

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: nofapping cerebral dopamine

fgts

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



Reply Favorite

Date: May 18th, 2018 11:22 AM
Author: nofapping cerebral dopamine



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



Reply Favorite

Date: May 22nd, 2018 8:04 AM
Author: nofapping cerebral dopamine

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: nofapping cerebral dopamine

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: nofapping cerebral dopamine

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: Sinister Costumed University

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: nofapping cerebral dopamine

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: Useless hominid rehab

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: stimulating bespoke messiness resort

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: Frisky misunderstood senate

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: disgusting spectacular telephone

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: stimulating bespoke messiness resort

lol

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



Reply Favorite

Date: July 25th, 2018 4:16 PM
Author: Federal Free-loading Plaza Place Of Business

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: irradiated saffron boistinker

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: fuchsia box office hunting ground

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: irradiated saffron boistinker

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: heady cuck

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: Frisky misunderstood senate

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: spruce galvanic private investor circlehead

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: spruce galvanic private investor circlehead



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



Reply Favorite

Date: October 9th, 2018 8:15 PM
Author: cerise ticket booth digit ratio



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



Reply Favorite

Date: December 8th, 2018 1:09 PM
Author: fuchsia box office hunting ground

??

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



Reply Favorite

Date: December 8th, 2018 1:15 PM
Author: Trip jap

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: fuchsia box office hunting ground

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: Overrated Mind-boggling Sweet Tailpipe Sanctuary



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



Reply Favorite

Date: April 21st, 2020 1:13 PM
Author: Overrated Mind-boggling Sweet Tailpipe Sanctuary



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



Reply Favorite

Date: December 13th, 2021 12:51 PM
Author: Overrated Mind-boggling Sweet Tailpipe Sanctuary



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



Reply Favorite

Date: December 13th, 2021 1:01 PM
Author: Startled vibrant pervert

Looking at almost a double here. N2B

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