@Arbtrader69 is there a withholding tax on $JHG since it's Jersey/UK jurisdiction? wondering if there's an opp in the options with final occ settlement
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Gr8t4ver
2.9K posts
Gr8t4ver
@gr8t4ver
Nothing posted is investment advice, just thinking out loud.
Katılım Temmuz 2022
104 Takip Edilen207 Takipçiler
I mispoke - no waiving that condition, given all the pushback not sure there's a path for $VCTR to close $JHG
bloomberg.com/news/articles/…
Gr8t4ver@gr8t4ver
seems like the only way $VCTR can win $JHG is by way of waiving any client retention covenants.... wsj.com/finance/invest…
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A state that legalizes crime and criminalizes uncovering crime is not a place for a sane person to live or do business
run away. don't walk.
Elon Musk@elonmusk
California legislators are trying to make investigating fraud illegal
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@negligible_cap lol, 4 years from now.... let's puke them all, meantime 2026-2028 will be solid overbooked....
$LITE $COHR
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Photonics names like $AAOI, $LITE, $COHR and others are getting smoked after overnight reports came out that Samsung is entering the silicon photonics foundry business with next gen CPO by 2030
thelec.net/news/articleVi…
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that's what he did in Montgomery county as commissioner, played fiscal games to make things look good and then bam taxes/fees went up after his left to fix his mess
NathanBenefield@NathanBenefield
"The governor can’t have it both ways. He can’t brag about Pennsylvania’s fiscal solvency while also raiding the very reserves that made those projections possible. He can’t claim to cut taxes while also advocating for policies that burden taxpayers and ratepayers with unnecessary costs. He can’t claim Pennsylvania’s economy is “booming” and use funds dedicated to financial emergencies". buff.ly/ZkAZicx
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@kevinxu $10m in a 401k is worth $7m post tax
$5m in a Roth is worth $5m post tax.
$10m in a 401k.
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if that happens one should really question how thorough of a sales process these companies go through....
that being said, what does @WilliamBlair think $TERN might go for?
Bio Stocks™@BioStocks
$MRK's $53/share deal to buy $TERN doesn't fully capture the potential of the co's leukemia treatment. Another bidder could emerge with a more attractive offer - William Blair
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@Off_The_Tape $UWMC might be worth a flyer for a a little near term squeeze
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Two Harbors Jumps on Unsolicited $10.70/Share Acquisition Bid.
$UWMC short-interest 25mm > 55mm (largely arbs hedging the deal ratio). $TWO was already trading negative spread going into this. They recently adjourned the mtg so something was up (known). unclear how this will end (will $UWMC come back/walk, but some of this arb needs to be unwound today), UWMC is on radar:
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@Arbtrader69 *client representing billions of dollars of aum informed the Special Committee that it was previously a client of an investment firm acquired by Victory, and, as a result of its experience, this client would end its relationship with $JHG if it were owned by Victory.
lol
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@Off_The_Tape I would like there would be crossover buyers given the wide spread. $EA expected to close in June? EC & CFIUS left? Decent IRR
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@gr8t4ver Its what i call "2b" ("too big") for arbs to tighten it up to appropriate Spread and Implied. There's only so much capital run by Arbs (and all the people long it who think they are arbs). Both Event and Macro (and everything else) is driven by positioning/flows/size.
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high demand for $EA debt deal but no relief in the spread.... 🤔
Rick Bandazian Jr.@Off_The_Tape
Event-Driven News: #Mergers #Acquisitions #EventDriven $SNPS $DDS $TWO $EXAS $EA $FR $BX #PrivateCredit #MarkToMakeBelieve *Activist Elliott Investment Management Has Multibillion-Dollar Investment in Synopsys, Sources Say -- WSJ *DILLARD'S: W.D. COMPANY WILL MERGE WITH AND INTO CO TWO Determines Unsolicited Proposal from CrossCountry Mortgage is a “Company Superior Proposal”, TWO Receives Additional Unsolicited Proposal at $10.75 Per Share ... *Exact Sciences Corp. (EXAS) Halted due to additional information requested by NASDAQ Electronic Arts $15 Billion Debt Sale Draws $25 Billion Demand First Industrial Realty Trust Inc. (FR): Land & Buildings Investment Management founder Jonathan Litt withdrew his nomination to join the board Blackstone’s flagship private credit fund posted its first monthly loss in more than three years ---------------- Donald J. Trump: I AM PLEASED TO REPORT THAT THE UNITED STATES OF AMERICA, AND THE COUNTRY OF IRAN, HAVE HAD, OVER THE LAST TWO ...
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@gr8t4ver Curiously large sales from the CTO and president these last couple of weeks.
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ironic the liberal billionaires that tout compassion never open up their wallets like this.... only to donate for political power instead of real generosity and change
Elon Musk@elonmusk
I would like to offer to pay the salaries of TSA personnel during this funding impasse that is negatively affecting the lives of so many Americans at airports throughout the country
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honestly, you're insane if you go through this
x.com/ClayTravis/sta…
Clay Travis@ClayTravis
Houston TSA line.
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