Author Topic: NXPI -NXP Semiconductors N.V.  (Read 16771 times)

given2invest

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Re: NXPI -NXP Semiconductors N.V.
« Reply #20 on: May 14, 2018, 03:52:04 AM »
Boom...China re-starting review...

Lotto ticket went from Powerball to pick 3...


Lakesider

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Re: NXPI -NXP Semiconductors N.V.
« Reply #21 on: May 14, 2018, 01:49:23 PM »
I actually think approval could be quite likely. The speed that the announcement came after trumps ZTE move suggest to me that the actions are directly related.  Trump helping china could be dependent on approval.

Maybe wishful thinking again  :P

peterHK

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Re: NXPI -NXP Semiconductors N.V.
« Reply #22 on: May 15, 2018, 09:09:09 AM »
I think people place way too much emphasis on the deal. It's a nice short term catalyst, but I think investors are better served focusing on what might happen if the deal fails, and that's why I think NXPI makes sense: they have so much BS firepower and a good long term outlook that it's hard to lose here if your time horizon is 3+ years.


given2invest

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Re: NXPI -NXP Semiconductors N.V.
« Reply #24 on: May 20, 2018, 05:55:36 PM »
Yes, that's why it went up on Friday.   With this weekend's news of the trade war on hold it will be up another $5+ tomorrow is my guess.  This deal is going through.  My guess is China approves in the next couple weeks though they might delay till end of June to keep leverage over a final agreement.  I'm not even sure there will be a final agreement by the time the drop dead date comes in July which leads me to believe that the risk a trade war is "back on" before this is approved is low.   But what do I know.   I will hold till it closes but I think fair value today is b/w 117 and 120.

ValueMaven

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Re: NXPI -NXP Semiconductors N.V.
« Reply #25 on: May 21, 2018, 06:30:46 PM »
I totally sold out of my position here...risk-reward has changed

You basically had free money after earnings, when the stock was trading in the mid/upper $90s....

Sure there is 'some' spread-left...

Caught an 18% move in 2 weeks...time to move on

Sincerely,
VM

peterHK

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Re: NXPI -NXP Semiconductors N.V.
« Reply #26 on: May 22, 2018, 11:07:36 AM »
I totally sold out of my position here...risk-reward has changed

You basically had free money after earnings, when the stock was trading in the mid/upper $90s....

Sure there is 'some' spread-left...

Caught an 18% move in 2 weeks...time to move on

Sincerely,
VM

"Some" is still 10%, and there's still a large margin of safety due to the balance sheet flexibility they have if you have more than a 2 week time horizon...

Lakesider

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Re: NXPI -NXP Semiconductors N.V.
« Reply #27 on: May 22, 2018, 03:26:49 PM »


"Some" is still 10%, and there's still a large margin of safety due to the balance sheet flexibility they have if you have more than a 2 week time horizon...

Who knows how long that bird will stay in the bush, or if indeed the bird is in the bush at all. Also you have to consider the opportunity cost, maybe the deal falls through and it takes another year to reach these levels.


vpagano

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Re: NXPI -NXP Semiconductors N.V.
« Reply #28 on: May 26, 2018, 06:42:58 AM »
Approval coming "in the next few days" according to WSJ sources this morning it looks:

https://www.wsj.com/articles/china-set-to-approve-qualcomm-purchase-of-nxp-semiconductors-1527333552?mod=e2tw


ValueMaven

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Re: NXPI -NXP Semiconductors N.V.
« Reply #29 on: May 26, 2018, 07:27:14 AM »
Congrats all... 

We all benefited along the way...

Shows you the value add this board can have!!! 

Inital when QCOM rebid @ $127.50 we all benefited, and then when NXPI started to trade in the low 100s, and even the mid 90s (where I really backed up the truck)...

Reminds me of that Munger quote on how idiot hedge funds are always forced to do something....yet the active individual can wait, and wait, and wait until the timing is just right...