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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: Paul Senior who wrote (71271)	10/7/2022 6:05:11 PM
From: Elroy	Read Replies (1) \| Respond to of 78748

I dumped SAVE after the deal was announced. SIMO is acting like there is no MXL acquisition. Maybe there isn't, who knows? But if the deal gets refused, at least SIMO gets $160m cash from MXL, and by then (next summer) maybe semis are again heading higher. UAN should be $200 at least. It's going to be a serious cash machine in 2023, and there's nothing on the horizon that I'm aware of that is likely to push nitrogen fertilizer prices lower, so it may remain a cash machine for years and years (and more years!!).