Author Topic: NXPI -NXP Semiconductors N.V.  (Read 16901 times)

Lakesider

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Re: NXPI -NXP Semiconductors N.V.
« Reply #30 on: May 26, 2018, 01:37:01 PM »
Got in under $100 less than a month ago. Made a great return in a short time.

Thanks for bringing this to the boards attention. I owe you guys a drink!
« Last Edit: May 26, 2018, 09:09:24 PM by Lakesider »


bianji108

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Re: NXPI -NXP Semiconductors N.V.
« Reply #31 on: May 26, 2018, 08:20:15 PM »
according to WSJ, Chinese regulator should give approval next week.

vpagano

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Re: NXPI -NXP Semiconductors N.V.
« Reply #32 on: May 29, 2018, 06:59:51 AM »
Word is China is ready to approve and is just waiting on the U.S. to officially resolve the ZTE issue:

https://www.bloomberg.com/news/articles/2018-05-28/china-is-said-to-clear-qualcomm-nxp-once-confident-of-zte-deal


given2invest

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Re: NXPI -NXP Semiconductors N.V.
« Reply #33 on: June 08, 2018, 11:11:12 AM »
This gets done next week...ZTE out of the way...Congress is just making noise...WSJ reports again China is going to sign off...spread way too high

peterHK

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Re: NXPI -NXP Semiconductors N.V.
« Reply #34 on: June 12, 2018, 01:13:10 PM »
Part of the issue here is that arb shops can't handicap the political risk and are also trading on stats (ie using vols as a risk measure), so they're getting absolutely whipsawed around. It sort of compounds because they're also most of the trading volume (I'd wager) so you see moves that then exacerbate themselves as other shops are forced to sell as risk levels get triggered.

In the end I think either the deal gets done, or if it doesn't, you should be a buyer at ~$100 or less for a top quality analog name with a constrained balance sheet that becomes unlocked and owner/operator management (CEO sold his stock due to taxes, not because he wants out).

bianji108

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Re: NXPI -NXP Semiconductors N.V.
« Reply #35 on: June 13, 2018, 02:08:40 PM »
any thoughts on congress' move to block ZTE settlement?

wisowis

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ValueMaven

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Re: NXPI -NXP Semiconductors N.V.
« Reply #37 on: June 15, 2018, 07:13:30 AM »
NXPI has been WAY to vol for my liking recently...all of the easy money was made (by us here) in the low 100s and even in the low 90s!!  Who knows if it gets approved.  I am following this one - but from afar currently...

ValueMaven

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Re: NXPI -NXP Semiconductors N.V.
« Reply #38 on: June 19, 2018, 05:45:16 AM »
Deal seems very questionable at this point.  I think investors need to factor in a deal break at this point

ValueMaven

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Re: NXPI -NXP Semiconductors N.V.
« Reply #39 on: July 11, 2018, 07:17:01 PM »
I am back in...

Discount is way too wide right now...even given all of the Tariff issues. 

IF the deal breaks, buy more