Author Topic: NXPI -NXP Semiconductors N.V.  (Read 8159 times)

ValueMaven

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Re: NXPI -NXP Semiconductors N.V.
« Reply #50 on: July 17, 2018, 07:11:49 PM »
bumping this given how hot a topic it is...  1 week away before a 'break;, and there is a $25 spread currently.  Does QCOM have any outs of this $2bn payment to NXPI??  Doesnt seem like it to me.  NXPI hasnt even hosted an earnings call with the Street it over a year...this could get very interesting.


Gregmal

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Re: NXPI -NXP Semiconductors N.V.
« Reply #51 on: July 17, 2018, 07:23:14 PM »
Have been following as well and have gotten no indication of a way out of the termination payment. My assumption is this will have to sit in purgatory for a little while as it probably has one of the oddest combination of investors currently in it. Shares will then change hands a couple more times before this finds it's footing but all in all I see nearly $10 of EPS 18 months out(ie 2020 numbers) and worst case $8.50 for 2019. So we could win short term in a big way, or wait out probably more upside with the option to add lower. Good situation to be in. Who cares if you take a temporary paper loss?