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NXPI: risk-free oafish 3% spread

...
titillating self-absorbed karate bbw
  03/07/18
Wait until Mofcom blocks the deal
hilarious gas station hominid
  03/07/18
LJL why is Mofcom blocking this deal. You think they're goin...
titillating self-absorbed karate bbw
  03/07/18
Maybe for CFIUS blocking every deal with the Chinese I'm ...
hilarious gas station hominid
  03/07/18
Yes because arbs are paranoid queers who are already choked ...
titillating self-absorbed karate bbw
  03/07/18
2014 Blocked Seagate/Samsung in 2011 Western Digital / Hit...
hilarious gas station hominid
  03/07/18
There is a 0% chance QCOM steps away even if they lose the p...
titillating self-absorbed karate bbw
  03/07/18
...
hilarious gas station hominid
  07/25/18
Just lol at faggot arbs continuing to puke this thing. This ...
titillating self-absorbed karate bbw
  03/09/18
...
titillating self-absorbed karate bbw
  03/20/18
Approaching 6% now lmao Even if China plays hardball I do...
titillating self-absorbed karate bbw
  03/22/18
LJL holy shit this is such a massive buy
titillating self-absorbed karate bbw
  03/28/18
time to buy is rn if you are going to imho
garnet public bath hairy legs
  03/28/18
This is probably the best stock you could possibly buy right...
titillating self-absorbed karate bbw
  04/04/18
...
apoplectic sinister milk heaven
  04/04/18
Explain how it's "much more likely" to close Ne...
titillating self-absorbed karate bbw
  04/04/18
...
apoplectic sinister milk heaven
  04/11/18
Okay now let's compate Marvell and Qualcomm. Qualcomm lit...
titillating self-absorbed karate bbw
  04/11/18
What’s your point
apoplectic sinister milk heaven
  04/11/18
That Qualcomm will ultimately accede to Mofcom's ask (whatev...
titillating self-absorbed karate bbw
  04/11/18
...
apoplectic sinister milk heaven
  04/11/18
"shareholders on both sides are lukewarm about the comb...
titillating self-absorbed karate bbw
  04/11/18
Please do
apoplectic sinister milk heaven
  04/11/18
The biggest NXPI shareholders such as Elliott have signed ir...
titillating self-absorbed karate bbw
  04/11/18
...
apoplectic sinister milk heaven
  04/11/18
When you say "most" you're talking about Elliott a...
titillating self-absorbed karate bbw
  04/11/18
We’ll see. Good luck man I agree it’s a good buy at $115
apoplectic sinister milk heaven
  04/11/18
We'll see what unfolds
titillating self-absorbed karate bbw
  04/11/18
LJL this is fucking absurd. Arbs are full so no one can buy ...
titillating self-absorbed karate bbw
  04/04/18
Friendly reminder that this spread is fucking enormous and C...
titillating self-absorbed karate bbw
  04/11/18
I'm going to continue pounding the table on this btw
titillating self-absorbed karate bbw
  04/11/18
Much like the POUNDING my asshold has received from when I m...
titillating self-absorbed karate bbw
  04/11/18
Update: $11.50 or almost a 10% gross spread. Arb faggots are...
titillating self-absorbed karate bbw
  04/11/18
brother unless you have inside info here you are literally j...
Dull mind-boggling temple
  04/11/18
I 100% have no inside info, but in a sense all stock market ...
titillating self-absorbed karate bbw
  04/11/18
im just questioning your 90% certainty man, there's a big di...
Dull mind-boggling temple
  04/11/18
That was a hypothetical example. IDK what the exact %s are b...
titillating self-absorbed karate bbw
  04/11/18
godspeed brother i'm rooting for you
Dull mind-boggling temple
  04/11/18
ty friend
titillating self-absorbed karate bbw
  04/11/18
Daily reminder this is a massive fucking buy
titillating self-absorbed karate bbw
  04/12/18
Buying stock below $114 is a gift btw
titillating self-absorbed karate bbw
  04/12/18
https://www.wsj.com/articles/china-delays-deal-reviews-as-u-...
hilarious gas station hominid
  04/13/18
This headline reads much worse than the reality; if you saw ...
titillating self-absorbed karate bbw
  04/13/18
I don't want to be an asshole but on March 7 when you initia...
hilarious gas station hominid
  04/16/18
Oh absolutely, I got anally ravaged from my initial OP. That...
titillating self-absorbed karate bbw
  04/17/18
Most merger arb shops run incredibly levered Picking up p...
hilarious gas station hominid
  04/17/18
10x is high, and would only be done for something with a fir...
titillating self-absorbed karate bbw
  04/17/18
i can tell you'll blow yourself up (or have already done so)...
wonderful indigo box office goal in life
  04/17/18
Do please explain to me all the new information that doesn't...
titillating self-absorbed karate bbw
  04/17/18
it seems like the only new information is that people are fl...
Dull mind-boggling temple
  04/17/18
Right, which is another of way of spouting efficient market ...
titillating self-absorbed karate bbw
  04/17/18
...
apoplectic sinister milk heaven
  04/19/18
?
Nudist Grizzly Stead Circlehead
  04/19/18
I don't understand why you bumped this so much and then took...
hilarious gas station hominid
  04/19/18
This is down again today. Is this a major buy tomorrow?
unhinged hairraiser pozpig
  04/19/18
Any thoughts? Thinking about putting a substantial amoun...
unhinged hairraiser pozpig
  04/19/18
Bought a position just now around 105.70. If buyout goes...
unhinged hairraiser pozpig
  04/20/18
15x P/E on $7 of EPS seems like a reasonable value. Will ge...
hilarious gas station hominid
  04/20/18
When your doing arbs - the liquidations and the take private...
bright bull headed theater faggot firefighter
  04/20/18
And is it, in this case?
Excitant obsidian lodge
  04/20/18
This is extremely painful, believe me. But if you have an...
titillating self-absorbed karate bbw
  04/20/18
Nobody is working there anymore. They've all left or are on...
hilarious gas station hominid
  05/03/18
OAFISH 25%
apoplectic sinister milk heaven
  04/24/18
It's enormous. I'd recommend owning this.
titillating self-absorbed karate bbw
  04/24/18
I am not allowed to otherwise I would
apoplectic sinister milk heaven
  04/24/18
...
heady indecent stag film quadroon
  04/24/18
There is still effectively no reason for China to block this...
titillating self-absorbed karate bbw
  04/24/18
Finally going up today jfc There is still a fucking absur...
titillating self-absorbed karate bbw
  04/26/18
bump for 8.5% "risk-free" drop today
Frum thirsty parlour cuckoldry
  05/03/18
lol dumbass
wonderful indigo box office goal in life
  05/03/18
$91
Amethyst Internet-worthy Range
  05/03/18
38% spread and no buyers except OP
apoplectic sinister milk heaven
  05/03/18
A good buy now? It probably is at some point right?
Excitant obsidian lodge
  05/03/18
Yes
apoplectic sinister milk heaven
  05/03/18
Lots of HFers are going to lose their jobs over this
apoplectic sinister milk heaven
  05/03/18
Guys at Elliott having a no bueno time
hilarious gas station hominid
  05/03/18
Looking better today faggots!
titillating self-absorbed karate bbw
  05/14/18
ATTN: FAGGOTS Mofcom just approved their second deal this...
titillating self-absorbed karate bbw
  05/17/18
Beijing official says NXPI/QCOM looking more optimistic. Wav...
titillating self-absorbed karate bbw
  05/18/18
Seriously u gotta buy this thing if u haven't yet. Big sprea...
titillating self-absorbed karate bbw
  05/18/18
fgts
titillating self-absorbed karate bbw
  05/18/18
...
titillating self-absorbed karate bbw
  05/18/18
Okay you faggots I hope some of you were buying this because...
titillating self-absorbed karate bbw
  05/22/18
still an ok spread though
titillating self-absorbed karate bbw
  05/22/18
JFC you fags didn't buy a single share did you
titillating self-absorbed karate bbw
  05/25/18
I can see it in your eyes, you don't have a single share
ungodly church
  06/14/18
Suck my dick faggots!!!!
titillating self-absorbed karate bbw
  06/14/18
So it only took you six months and you made a sweet 3%? Cool
Sapphire school
  07/10/18
edit: oops looked at wrong year OP made an ok swing on t...
Dull mind-boggling temple
  07/10/18
Do you even MOFCOM?
Khaki incel
  07/10/18
https://www.cnbc.com/2018/07/25/qualcomm-is-preparing-to-giv...
Galvanic cruel-hearted ceo trailer park
  07/25/18
lol
Dull mind-boggling temple
  07/25/18
Op owned?
Mint mediation church building
  07/25/18
Date: March 7th, 2018 4:26 PM Author: DrakeMallard (Daring ...
hilarious gas station hominid
  07/25/18
lol op is pwned
wonderful indigo box office goal in life
  07/25/18
March 7 stock was at $124. Closed today at $92.81 That's ...
hilarious gas station hominid
  07/26/18
lol so u were short NKE at $80 and its at $85 and ur long NX...
dun trip coffee pot roommate
  09/28/18
OP we need an update. There is free money at stake.
Khaki incel
  08/29/18
Guys should I buy at $85?
magical macaca gunner
  09/28/18
...
magical macaca gunner
  09/28/18
...
Red comical sex offender
  10/09/18
??
wonderful indigo box office goal in life
  12/08/18
Only down like 35% YTD - better or worse investment than cry...
cyan becky son of senegal
  12/08/18
worse. im up like 10x from the start of the year in crypto. ...
wonderful indigo box office goal in life
  12/08/18
...
Aquamarine provocative old irish cottage alpha
  03/23/20
...
Aquamarine provocative old irish cottage alpha
  04/21/20
...
Aquamarine provocative old irish cottage alpha
  12/13/21
Looking at almost a double here. N2B
bright bull headed theater faggot firefighter
  12/13/21


Poast new message in this thread



Reply Favorite

Date: March 7th, 2018 2:56 PM
Author: titillating self-absorbed karate bbw



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



Reply Favorite

Date: March 7th, 2018 4:26 PM
Author: hilarious gas station hominid

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: titillating self-absorbed karate bbw

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: hilarious gas station hominid

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: titillating self-absorbed karate bbw

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: hilarious gas station hominid

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: titillating self-absorbed karate bbw

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: hilarious gas station hominid



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



Reply Favorite

Date: March 9th, 2018 11:10 AM
Author: titillating self-absorbed karate bbw

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: titillating self-absorbed karate bbw



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



Reply Favorite

Date: March 22nd, 2018 11:53 AM
Author: titillating self-absorbed karate bbw

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: titillating self-absorbed karate bbw

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: garnet public bath hairy legs

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: titillating self-absorbed karate bbw

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: apoplectic sinister milk heaven



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



Reply Favorite

Date: April 4th, 2018 11:10 AM
Author: titillating self-absorbed karate bbw

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: apoplectic sinister milk heaven



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



Reply Favorite

Date: April 11th, 2018 10:52 AM
Author: titillating self-absorbed karate bbw

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: apoplectic sinister milk heaven

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: titillating self-absorbed karate bbw

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: apoplectic sinister milk heaven



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



Reply Favorite

Date: April 11th, 2018 11:20 AM
Author: titillating self-absorbed karate bbw

"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: apoplectic sinister milk heaven

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: titillating self-absorbed karate bbw

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: apoplectic sinister milk heaven



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



Reply Favorite

Date: April 11th, 2018 11:59 AM
Author: titillating self-absorbed karate bbw

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: apoplectic sinister milk heaven

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: titillating self-absorbed karate bbw

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: titillating self-absorbed karate bbw

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: titillating self-absorbed karate bbw

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: titillating self-absorbed karate bbw

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: titillating self-absorbed karate bbw

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: titillating self-absorbed karate bbw

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: Dull mind-boggling temple

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: titillating self-absorbed karate bbw

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: Dull mind-boggling temple

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: titillating self-absorbed karate bbw

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: Dull mind-boggling temple

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: titillating self-absorbed karate bbw

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: titillating self-absorbed karate bbw

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: titillating self-absorbed karate bbw

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: hilarious gas station hominid

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: titillating self-absorbed karate bbw

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: hilarious gas station hominid

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: titillating self-absorbed karate bbw

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: hilarious gas station hominid

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: titillating self-absorbed karate bbw

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: wonderful indigo box office goal in life

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: titillating self-absorbed karate bbw

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: Dull mind-boggling temple

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: titillating self-absorbed karate bbw

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: apoplectic sinister milk heaven



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



Reply Favorite

Date: April 19th, 2018 1:04 PM
Author: Nudist Grizzly Stead Circlehead

?

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



Reply Favorite

Date: April 19th, 2018 7:14 PM
Author: hilarious gas station hominid

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: unhinged hairraiser pozpig

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: unhinged hairraiser pozpig

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: unhinged hairraiser pozpig

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: hilarious gas station hominid

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: bright bull headed theater faggot firefighter

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: Excitant obsidian lodge

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: titillating self-absorbed karate bbw

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: hilarious gas station hominid

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: apoplectic sinister milk heaven

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: titillating self-absorbed karate bbw

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: apoplectic sinister milk heaven

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: heady indecent stag film quadroon



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



Reply Favorite

Date: April 24th, 2018 3:37 PM
Author: titillating self-absorbed karate bbw

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: titillating self-absorbed karate bbw

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: Frum thirsty parlour cuckoldry

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: wonderful indigo box office goal in life

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: Amethyst Internet-worthy Range

$91

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



Reply Favorite

Date: May 3rd, 2018 12:04 PM
Author: apoplectic sinister milk heaven

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: Excitant obsidian lodge

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: apoplectic sinister milk heaven

Yes

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



Reply Favorite

Date: May 3rd, 2018 3:25 PM
Author: apoplectic sinister milk heaven

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: hilarious gas station hominid

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: titillating self-absorbed karate bbw

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: titillating self-absorbed karate bbw

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: titillating self-absorbed karate bbw

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: titillating self-absorbed karate bbw

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: titillating self-absorbed karate bbw

fgts

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



Reply Favorite

Date: May 18th, 2018 11:22 AM
Author: titillating self-absorbed karate bbw



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



Reply Favorite

Date: May 22nd, 2018 8:04 AM
Author: titillating self-absorbed karate bbw

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: titillating self-absorbed karate bbw

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: titillating self-absorbed karate bbw

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: ungodly church

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: titillating self-absorbed karate bbw

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: Sapphire school

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: Dull mind-boggling temple

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: Khaki incel

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: Galvanic cruel-hearted ceo trailer park

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: Dull mind-boggling temple

lol

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



Reply Favorite

Date: July 25th, 2018 4:16 PM
Author: Mint mediation church building

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: hilarious gas station hominid

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: wonderful indigo box office goal in life

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: hilarious gas station hominid

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: dun trip coffee pot roommate

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: Khaki incel

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: magical macaca gunner

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: magical macaca gunner



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



Reply Favorite

Date: October 9th, 2018 8:15 PM
Author: Red comical sex offender



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



Reply Favorite

Date: December 8th, 2018 1:09 PM
Author: wonderful indigo box office goal in life

??

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



Reply Favorite

Date: December 8th, 2018 1:15 PM
Author: cyan becky son of senegal

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: wonderful indigo box office goal in life

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: Aquamarine provocative old irish cottage alpha



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



Reply Favorite

Date: April 21st, 2020 1:13 PM
Author: Aquamarine provocative old irish cottage alpha



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



Reply Favorite

Date: December 13th, 2021 12:51 PM
Author: Aquamarine provocative old irish cottage alpha



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



Reply Favorite

Date: December 13th, 2021 1:01 PM
Author: bright bull headed theater faggot firefighter

Looking at almost a double here. N2B

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