Equity Field Notes from temporal sources

[DanWebzster]

NXPI has fallen on the expectation that the take-over by QCOM is busted.

As of 5/18, there is still a small possibility that it would go thru at $127.50/share

Historically, NXPI had firm support at 7.5-8x forward EBITDA. This would be $75/share today.

NXPI will be eligible for a $2B break fee if the combination does not occur.

If the break fee is used to buy back shares, ~%5 of the float could be absorbed and EPS would rise accordingly.

NXPI is a good business with potential for 10-12% EPS growth for the next 10 years. It is the #1 Auto Semiconductor Vendor.