\
  The most prestigious law school admissions discussion board in the world.
BackRefresh Options Favorite

NXPI: risk-free oafish 3% spread

...
Cock Battalion
  03/07/18
Wait until Mofcom blocks the deal
DrakeMallard
  03/07/18
LJL why is Mofcom blocking this deal. You think they're goin...
Cock Battalion
  03/07/18
Maybe for CFIUS blocking every deal with the Chinese I'm ...
DrakeMallard
  03/07/18
Yes because arbs are paranoid queers who are already choked ...
Cock Battalion
  03/07/18
2014 Blocked Seagate/Samsung in 2011 Western Digital / Hit...
DrakeMallard
  03/07/18
There is a 0% chance QCOM steps away even if they lose the p...
Cock Battalion
  03/07/18
Just lol at faggot arbs continuing to puke this thing. This ...
Cock Battalion
  03/09/18
...
Cock Battalion
  03/20/18
Approaching 6% now lmao Even if China plays hardball I do...
Cock Battalion
  03/22/18
LJL holy shit this is such a massive buy
Cock Battalion
  03/28/18
time to buy is rn if you are going to imho
twins
  03/28/18
This is probably the best stock you could possibly buy right...
Cock Battalion
  04/04/18
...
Just your average poaster
  04/04/18
Explain how it's "much more likely" to close Ne...
Cock Battalion
  04/04/18
...
Just your average poaster
  04/11/18
Okay now let's compate Marvell and Qualcomm. Qualcomm lit...
Cock Battalion
  04/11/18
Whatís your point
Just your average poaster
  04/11/18
That Qualcomm will ultimately accede to Mofcom's ask (whatev...
Cock Battalion
  04/11/18
...
Just your average poaster
  04/11/18
"shareholders on both sides are lukewarm about the comb...
Cock Battalion
  04/11/18
Please do
Just your average poaster
  04/11/18
The biggest NXPI shareholders such as Elliott have signed ir...
Cock Battalion
  04/11/18
...
Just your average poaster
  04/11/18
When you say "most" you're talking about Elliott a...
Cock Battalion
  04/11/18
Weíll see. Good luck man I agree itís a good buy at $115
Just your average poaster
  04/11/18
We'll see what unfolds
Cock Battalion
  04/11/18
LJL this is fucking absurd. Arbs are full so no one can buy ...
Cock Battalion
  04/04/18
Friendly reminder that this spread is fucking enormous and C...
Cock Battalion
  04/11/18
I'm going to continue pounding the table on this btw
Cock Battalion
  04/11/18
Much like the POUNDING my asshold has received from when I m...
Cock Battalion
  04/11/18
Update: $11.50 or almost a 10% gross spread. Arb faggots are...
Cock Battalion
  04/11/18
brother unless you have inside info here you are literally j...
Non sequitur
  04/11/18
I 100% have no inside info, but in a sense all stock market ...
Cock Battalion
  04/11/18
im just questioning your 90% certainty man, there's a big di...
Non sequitur
  04/11/18
That was a hypothetical example. IDK what the exact %s are b...
Cock Battalion
  04/11/18
godspeed brother i'm rooting for you
Non sequitur
  04/11/18
ty friend
Cock Battalion
  04/11/18
Daily reminder this is a massive fucking buy
Cock Battalion
  04/12/18
Buying stock below $114 is a gift btw
Cock Battalion
  04/12/18
https://www.wsj.com/articles/china-delays-deal-reviews-as-u-...
DrakeMallard
  04/13/18
This headline reads much worse than the reality; if you saw ...
Cock Battalion
  04/13/18
I don't want to be an asshole but on March 7 when you initia...
DrakeMallard
  04/16/18
Oh absolutely, I got anally ravaged from my initial OP. That...
Cock Battalion
  04/17/18
Most merger arb shops run incredibly levered Picking up p...
DrakeMallard
  04/17/18
10x is high, and would only be done for something with a fir...
Cock Battalion
  04/17/18
i can tell you'll blow yourself up (or have already done so)...
exethereum
  04/17/18
Do please explain to me all the new information that doesn't...
Cock Battalion
  04/17/18
it seems like the only new information is that people are fl...
Non sequitur
  04/17/18
Right, which is another of way of spouting efficient market ...
Cock Battalion
  04/17/18
...
Just your average poaster
  04/19/18
?
;.......;.....;....;......;....;.........;
  04/19/18
I don't understand why you bumped this so much and then took...
DrakeMallard
  04/19/18
This is down again today. Is this a major buy tomorrow?
JohnWild
  04/19/18
Any thoughts? Thinking about putting a substantial amoun...
JohnWild
  04/19/18
Bought a position just now around 105.70. If buyout goes...
JohnWild
  04/20/18
15x P/E on $7 of EPS seems like a reasonable value. Will ge...
DrakeMallard
  04/20/18
When your doing arbs - the liquidations and the take private...
Refunkulus
  04/20/18
And is it, in this case?
Such anathema to us!
  04/20/18
This is extremely painful, believe me. But if you have an...
Cock Battalion
  04/20/18
OAFISH 25%
Just your average poaster
  04/24/18
It's enormous. I'd recommend owning this.
Cock Battalion
  04/24/18
I am not allowed to otherwise I would
Just your average poaster
  04/24/18
...
IANAL
  04/24/18
There is still effectively no reason for China to block this...
Cock Battalion
  04/24/18
Finally going up today jfc There is still a fucking absur...
Cock Battalion
  04/26/18


Poast new message in this thread



Reply Favorite

Date: March 7th, 2018 2:56 PM
Author: Cock Battalion



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



Reply Favorite

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#35555491)



Reply Favorite

Date: March 7th, 2018 4:36 PM
Author: Cock Battalion

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: DrakeMallard (Daring Duck of Mystery, Champion of Right)

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: Cock Battalion

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: DrakeMallard (Daring Duck of Mystery, Champion of Right)

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: Cock Battalion

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: March 9th, 2018 11:10 AM
Author: Cock Battalion

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: Cock Battalion



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



Reply Favorite

Date: March 22nd, 2018 11:53 AM
Author: Cock Battalion

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: Cock Battalion

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: twins

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: Cock Battalion

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: Just your average poaster



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



Reply Favorite

Date: April 4th, 2018 11:10 AM
Author: Cock Battalion

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: Just your average poaster



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



Reply Favorite

Date: April 11th, 2018 10:52 AM
Author: Cock Battalion

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: Just your average poaster

Whatís 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: Cock Battalion

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: Just your average poaster



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



Reply Favorite

Date: April 11th, 2018 11:20 AM
Author: Cock Battalion

"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: Just your average poaster

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: Cock Battalion

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: Just your average poaster



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



Reply Favorite

Date: April 11th, 2018 11:59 AM
Author: Cock Battalion

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: Just your average poaster

Weíll see. Good luck man I agree itís 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: Cock Battalion

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: Cock Battalion

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: Cock Battalion

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: Cock Battalion

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: Cock Battalion

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: Cock Battalion

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: Non sequitur

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: Cock Battalion

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: Non sequitur

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: Cock Battalion

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: Non sequitur

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: Cock Battalion

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: Cock Battalion

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: Cock Battalion

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: DrakeMallard (Daring Duck of Mystery, Champion of Right)

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: Cock Battalion

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: DrakeMallard (Daring Duck of Mystery, Champion of Right)

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: Cock Battalion (Semen Cove)

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: DrakeMallard (Daring Duck of Mystery, Champion of Right)

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: Cock Battalion (Semen Cove)

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: exethereum (0x6c542c3a976e324ccb84d594cbc084bd57597849)

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: Cock Battalion (Semen Cove)

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: Non sequitur

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: Cock Battalion (Semen Cove)

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: Just your average poaster



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



Reply Favorite

Date: April 19th, 2018 1:04 PM
Author: ;.......;.....;....;......;....;.........;


?

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



Reply Favorite

Date: April 19th, 2018 7:14 PM
Author: DrakeMallard (Daring Duck of Mystery, Champion of Right)

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: JohnWild

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: JohnWild

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, itís 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: JohnWild

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: DrakeMallard (Daring Duck of Mystery, Champion of Right)

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: Refunkulus (never count out a MUSCLE NUT)

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: Such anathema to us! (as The Americans)

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: Cock Battalion (Semen Cove)

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: April 24th, 2018 3:00 PM
Author: Just your average poaster

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: Cock Battalion

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: Just your average poaster

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: IANAL



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



Reply Favorite

Date: April 24th, 2018 3:37 PM
Author: Cock Battalion

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: Cock Battalion

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)