Mergerpie.com

Merger Arbitrage Blog

Category: Trade

Bought Synaptics and Convergys

Synaptics is a target for takeover by Dialog Semiconductor. Synaptics was said to have rejected a $59 cash offer from Dialog back in March 2018 and Dialog should be coming back with a better offer this time and was allowed to do due diligence on Synaptics. This should imply a better chance of an merger […]

Out of the Time Warner trade

Late afternoon on 12th Jun 2018, Judge Leon ruled that AT&T ($T) will be allowed to buy Time Warner ($TWX) without any conditions. This ruling is long awaited and what I have expected long ago. It is just unfortunate that the DOJ tried to block a merger with very little tangible harms to the consumer, […]

Market Turmoil And Opportunities

The market turmoil on 2nd Feb (Friday) and subsequent drubbing on 5th Feb (Monday) presented me with some opportunities to add to Monsanto as it dropped from $122 to $119. As Brazilian antitrust authority CADE will be ruling sometime around this month, probably followed by EU in early April and DOJ in the same month, […]

Year 2017 Review

The year 2017 is coming to an end. Trading wise, I had a wonderful year with some bumper profits. My trading strategy does not allow me to take on too many trades as it takes time and effort to analyse merger arbitrage trades.  In total I participated in 21 different merger arbitrage trades, resulting in 5 […]

Sep 2017 Trade Update

ADDED Brocade, Time Warner, Monsanto: Brocade: My only major holding currently with about 40% allocation (Total long positions + buying power).  I'm still adding to my position if the price is favorable. I am highly confident of the completion of the merger by 30th Nov which will net about 4% profits from now. See my previous post […]

July 2017 Trade Updates #1

Dramatic changes in my portfolio as I continued to trim non-core positions and add to my core positions. Large concentration risks on two main merger plays now but one of them should be completed within 2 months. SOLD Mobileye, Brocade, Fortress Investments, Moneygram, Brookdale Senior Mobileye: With the annoucement from Israeli Tax Authority and a […]

Merger Trades Update – Jun 2017

SOLD NXP SEMI, VALSPAR NXP SEMI: One regret that I had was that I didn't manage to accumulate a large position in NXP Semiconductor (NXPI). As readers may recall, NXP Semiconductor is being bought over by Qualcomm for $110 in cash per share. The merger is not anticipated to be completed before Q3 but the […]

Merger Trades Update

SOLD INVENSENSE I bought Invense on 1st May after rumors that the company lost some Apple business to a competitor. The news caused Invensense to drop to a low of $12.70. I didn't manage to buy much before the price started to recover and eventually i sold off all my holdings at $12.96 on 10th May for […]

Added INVN and TRCO

Hi it has been a long time since i last updated the blog. Since then, the ChemChina/Syngenta merger had been progressing smoothly regulatory clearance from EU, FTC, China and Mexico respectively in April 2017. On 26th April, ChemChina declared that all conditions for the merger had been met and will proceed to complete the transaction […]

Walgreens-Rite Aid Merger Roller Coaster Analysis

Last Friday on the 20th Jan, many investors were waiting for the FTC to give their final blessings to the long awaited merger between the 2nd and 3rd largest pharmacy chain stores in the U.S., anticipating that the outgoing FTC commissioners would want to give a decision before the Trump administration comes in. But sometimes […]

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