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NXPI: risk-free oafish 3% spread

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Opaque Cumskin
  03/07/18
Wait until Mofcom blocks the deal
diverse bawdyhouse roast beef
  03/07/18
LJL why is Mofcom blocking this deal. You think they're goin...
Opaque Cumskin
  03/07/18
Maybe for CFIUS blocking every deal with the Chinese I'm ...
diverse bawdyhouse roast beef
  03/07/18
Yes because arbs are paranoid queers who are already choked ...
Opaque Cumskin
  03/07/18
2014 Blocked Seagate/Samsung in 2011 Western Digital / Hit...
diverse bawdyhouse roast beef
  03/07/18
There is a 0% chance QCOM steps away even if they lose the p...
Opaque Cumskin
  03/07/18
...
diverse bawdyhouse roast beef
  07/25/18
Just lol at faggot arbs continuing to puke this thing. This ...
Opaque Cumskin
  03/09/18
...
Opaque Cumskin
  03/20/18
Approaching 6% now lmao Even if China plays hardball I do...
Opaque Cumskin
  03/22/18
LJL holy shit this is such a massive buy
Opaque Cumskin
  03/28/18
time to buy is rn if you are going to imho
contagious shimmering jew
  03/28/18
This is probably the best stock you could possibly buy right...
Opaque Cumskin
  04/04/18
...
Godawful 180 laser beams
  04/04/18
Explain how it's "much more likely" to close Ne...
Opaque Cumskin
  04/04/18
...
Godawful 180 laser beams
  04/11/18
Okay now let's compate Marvell and Qualcomm. Qualcomm lit...
Opaque Cumskin
  04/11/18
What’s your point
Godawful 180 laser beams
  04/11/18
That Qualcomm will ultimately accede to Mofcom's ask (whatev...
Opaque Cumskin
  04/11/18
...
Godawful 180 laser beams
  04/11/18
"shareholders on both sides are lukewarm about the comb...
Opaque Cumskin
  04/11/18
Please do
Godawful 180 laser beams
  04/11/18
The biggest NXPI shareholders such as Elliott have signed ir...
Opaque Cumskin
  04/11/18
...
Godawful 180 laser beams
  04/11/18
When you say "most" you're talking about Elliott a...
Opaque Cumskin
  04/11/18
We’ll see. Good luck man I agree it’s a good buy at $115
Godawful 180 laser beams
  04/11/18
We'll see what unfolds
Opaque Cumskin
  04/11/18
LJL this is fucking absurd. Arbs are full so no one can buy ...
Opaque Cumskin
  04/04/18
Friendly reminder that this spread is fucking enormous and C...
Opaque Cumskin
  04/11/18
I'm going to continue pounding the table on this btw
Opaque Cumskin
  04/11/18
Much like the POUNDING my asshold has received from when I m...
Opaque Cumskin
  04/11/18
Update: $11.50 or almost a 10% gross spread. Arb faggots are...
Opaque Cumskin
  04/11/18
brother unless you have inside info here you are literally j...
brindle flirting locus
  04/11/18
I 100% have no inside info, but in a sense all stock market ...
Opaque Cumskin
  04/11/18
im just questioning your 90% certainty man, there's a big di...
brindle flirting locus
  04/11/18
That was a hypothetical example. IDK what the exact %s are b...
Opaque Cumskin
  04/11/18
godspeed brother i'm rooting for you
brindle flirting locus
  04/11/18
ty friend
Opaque Cumskin
  04/11/18
Daily reminder this is a massive fucking buy
Opaque Cumskin
  04/12/18
Buying stock below $114 is a gift btw
Opaque Cumskin
  04/12/18
https://www.wsj.com/articles/china-delays-deal-reviews-as-u-...
diverse bawdyhouse roast beef
  04/13/18
This headline reads much worse than the reality; if you saw ...
Opaque Cumskin
  04/13/18
I don't want to be an asshole but on March 7 when you initia...
diverse bawdyhouse roast beef
  04/16/18
Oh absolutely, I got anally ravaged from my initial OP. That...
Opaque Cumskin
  04/17/18
Most merger arb shops run incredibly levered Picking up p...
diverse bawdyhouse roast beef
  04/17/18
10x is high, and would only be done for something with a fir...
Opaque Cumskin
  04/17/18
i can tell you'll blow yourself up (or have already done so)...
Indigo set
  04/17/18
Do please explain to me all the new information that doesn't...
Opaque Cumskin
  04/17/18
it seems like the only new information is that people are fl...
brindle flirting locus
  04/17/18
Right, which is another of way of spouting efficient market ...
Opaque Cumskin
  04/17/18
...
Godawful 180 laser beams
  04/19/18
?
Purple vivacious pocket flask
  04/19/18
I don't understand why you bumped this so much and then took...
diverse bawdyhouse roast beef
  04/19/18
This is down again today. Is this a major buy tomorrow?
Saffron pit patrolman
  04/19/18
Any thoughts? Thinking about putting a substantial amoun...
Saffron pit patrolman
  04/19/18
Bought a position just now around 105.70. If buyout goes...
Saffron pit patrolman
  04/20/18
15x P/E on $7 of EPS seems like a reasonable value. Will ge...
diverse bawdyhouse roast beef
  04/20/18
When your doing arbs - the liquidations and the take private...
Scarlet infuriating foreskin
  04/20/18
And is it, in this case?
Slimy Theater Stage Cuckoldry
  04/20/18
This is extremely painful, believe me. But if you have an...
Opaque Cumskin
  04/20/18
Nobody is working there anymore. They've all left or are on...
diverse bawdyhouse roast beef
  05/03/18
OAFISH 25%
Godawful 180 laser beams
  04/24/18
It's enormous. I'd recommend owning this.
Opaque Cumskin
  04/24/18
I am not allowed to otherwise I would
Godawful 180 laser beams
  04/24/18
...
irradiated dun church
  04/24/18
There is still effectively no reason for China to block this...
Opaque Cumskin
  04/24/18
Finally going up today jfc There is still a fucking absur...
Opaque Cumskin
  04/26/18
bump for 8.5% "risk-free" drop today
self-centered henna corner incel
  05/03/18
lol dumbass
Indigo set
  05/03/18
$91
Angry Learning Disabled Church Building
  05/03/18
38% spread and no buyers except OP
Godawful 180 laser beams
  05/03/18
A good buy now? It probably is at some point right?
Slimy Theater Stage Cuckoldry
  05/03/18
Yes
Godawful 180 laser beams
  05/03/18
Lots of HFers are going to lose their jobs over this
Godawful 180 laser beams
  05/03/18
Guys at Elliott having a no bueno time
diverse bawdyhouse roast beef
  05/03/18
Looking better today faggots!
Opaque Cumskin
  05/14/18
ATTN: FAGGOTS Mofcom just approved their second deal this...
Opaque Cumskin
  05/17/18
Beijing official says NXPI/QCOM looking more optimistic. Wav...
Opaque Cumskin
  05/18/18
Seriously u gotta buy this thing if u haven't yet. Big sprea...
Opaque Cumskin
  05/18/18
fgts
Opaque Cumskin
  05/18/18
...
Opaque Cumskin
  05/18/18
Okay you faggots I hope some of you were buying this because...
Opaque Cumskin
  05/22/18
still an ok spread though
Opaque Cumskin
  05/22/18
JFC you fags didn't buy a single share did you
Opaque Cumskin
  05/25/18
I can see it in your eyes, you don't have a single share
offensive idiotic resort
  06/14/18
Suck my dick faggots!!!!
Opaque Cumskin
  06/14/18
So it only took you six months and you made a sweet 3%? Cool
Vigorous library
  07/10/18
edit: oops looked at wrong year OP made an ok swing on t...
brindle flirting locus
  07/10/18
Do you even MOFCOM?
salmon pervert deer antler
  07/10/18
https://www.cnbc.com/2018/07/25/qualcomm-is-preparing-to-giv...
heady lodge national security agency
  07/25/18
lol
brindle flirting locus
  07/25/18
Op owned?
Aggressive location
  07/25/18
Date: March 7th, 2018 4:26 PM Author: DrakeMallard (Daring ...
diverse bawdyhouse roast beef
  07/25/18
lol op is pwned
Indigo set
  07/25/18
March 7 stock was at $124. Closed today at $92.81 That's ...
diverse bawdyhouse roast beef
  07/26/18
lol so u were short NKE at $80 and its at $85 and ur long NX...
ultramarine razzle-dazzle kitchen degenerate
  09/28/18
OP we need an update. There is free money at stake.
salmon pervert deer antler
  08/29/18
Guys should I buy at $85?
Internet-worthy Market
  09/28/18
...
Internet-worthy Market
  09/28/18
...
Sexy adventurous state
  10/09/18
??
Indigo set
  12/08/18
Only down like 35% YTD - better or worse investment than cry...
trip underhanded tanning salon
  12/08/18
worse. im up like 10x from the start of the year in crypto. ...
Indigo set
  12/08/18
...
Floppy university
  03/23/20
...
Floppy university
  04/21/20
...
Floppy university
  12/13/21
Looking at almost a double here. N2B
Scarlet infuriating foreskin
  12/13/21


Poast new message in this thread



Reply Favorite

Date: March 7th, 2018 2:56 PM
Author: Opaque Cumskin



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



Reply Favorite

Date: March 7th, 2018 4:26 PM
Author: diverse bawdyhouse roast beef

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: Opaque Cumskin

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: diverse bawdyhouse roast beef

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: Opaque Cumskin

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: diverse bawdyhouse roast beef

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: Opaque Cumskin

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: diverse bawdyhouse roast beef



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



Reply Favorite

Date: March 9th, 2018 11:10 AM
Author: Opaque Cumskin

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: Opaque Cumskin



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



Reply Favorite

Date: March 22nd, 2018 11:53 AM
Author: Opaque Cumskin

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: Opaque Cumskin

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: contagious shimmering jew

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: Opaque Cumskin

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: Godawful 180 laser beams



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



Reply Favorite

Date: April 4th, 2018 11:10 AM
Author: Opaque Cumskin

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: Godawful 180 laser beams



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



Reply Favorite

Date: April 11th, 2018 10:52 AM
Author: Opaque Cumskin

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: Godawful 180 laser beams

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: Opaque Cumskin

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: Godawful 180 laser beams



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



Reply Favorite

Date: April 11th, 2018 11:20 AM
Author: Opaque Cumskin

"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: Godawful 180 laser beams

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: Opaque Cumskin

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: Godawful 180 laser beams



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



Reply Favorite

Date: April 11th, 2018 11:59 AM
Author: Opaque Cumskin

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: Godawful 180 laser beams

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: Opaque Cumskin

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: Opaque Cumskin

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: Opaque Cumskin

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: Opaque Cumskin

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: Opaque Cumskin

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: Opaque Cumskin

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: brindle flirting locus

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: Opaque Cumskin

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: brindle flirting locus

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: Opaque Cumskin

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: brindle flirting locus

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: Opaque Cumskin

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: Opaque Cumskin

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: Opaque Cumskin

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: diverse bawdyhouse roast beef

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: Opaque Cumskin

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: diverse bawdyhouse roast beef

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: Opaque Cumskin

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: diverse bawdyhouse roast beef

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: Opaque Cumskin

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: Indigo set

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: Opaque Cumskin

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: brindle flirting locus

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: Opaque Cumskin

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: Godawful 180 laser beams



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



Reply Favorite

Date: April 19th, 2018 1:04 PM
Author: Purple vivacious pocket flask

?

(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: diverse bawdyhouse roast beef

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: Saffron pit patrolman

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: Saffron pit patrolman

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: Saffron pit patrolman

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: diverse bawdyhouse roast beef

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: Scarlet infuriating foreskin

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: Slimy Theater Stage Cuckoldry

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: Opaque Cumskin

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: diverse bawdyhouse roast beef

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: Godawful 180 laser beams

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: Opaque Cumskin

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: Godawful 180 laser beams

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: irradiated dun church



(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: Opaque Cumskin

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: Opaque Cumskin

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: self-centered henna corner incel

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: Indigo set

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: Angry Learning Disabled Church Building

$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: Godawful 180 laser beams

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: Slimy Theater Stage Cuckoldry

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: Godawful 180 laser beams

Yes

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



Reply Favorite

Date: May 3rd, 2018 3:25 PM
Author: Godawful 180 laser beams

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: diverse bawdyhouse roast beef

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: Opaque Cumskin

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: Opaque Cumskin

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: Opaque Cumskin

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: Opaque Cumskin

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: Opaque Cumskin

fgts

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



Reply Favorite

Date: May 18th, 2018 11:22 AM
Author: Opaque Cumskin



(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: Opaque Cumskin

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: Opaque Cumskin

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: Opaque Cumskin

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: offensive idiotic resort

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: Opaque Cumskin

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: Vigorous library

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: brindle flirting locus

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: salmon pervert deer antler

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: heady lodge national security agency

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: brindle flirting locus

lol

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



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Date: July 25th, 2018 4:16 PM
Author: Aggressive location

Op owned?

(http://www.autoadmit.com/thread.php?thread_id=3912314&forum_id=2#36495198)



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Date: July 25th, 2018 4:17 PM
Author: diverse bawdyhouse roast beef

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: Indigo set

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: diverse bawdyhouse roast beef

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: ultramarine razzle-dazzle kitchen degenerate

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: salmon pervert deer antler

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: Internet-worthy Market

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: Internet-worthy Market



(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: Sexy adventurous state



(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: Indigo set

??

(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: trip underhanded tanning salon

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: Indigo set

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)



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Date: March 23rd, 2020 4:02 PM
Author: Floppy university



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



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Date: April 21st, 2020 1:13 PM
Author: Floppy university



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



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Date: December 13th, 2021 12:51 PM
Author: Floppy university



(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: Scarlet infuriating foreskin

Looking at almost a double here. N2B

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