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Strategies & Market Trends
Arbitrage Plays
An SI Board Since May 1999
Posts SubjectMarks Bans
376 44 0
Emcee:  Michael Burry Type:  Unmoderated
Introduction Compact
Often, acquisitions are announced, and the target company continues to trade at a discount to the takeover value. Less often, the discount overcompensates investors for the risk borne. When this occurs, smart investors want to know about it. Let's get a list going here.

Keep in mind that this is not a rumor board, but rather a place
to discuss announced acquisition/arb plays.

Good investing,
Mike
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376JNJ GDT arbitrage could be interesting. 34% annualized return. Below is a link tDavid-11/28/2005
375I have never played a liquidation arbitrage. Joe Waynick-11/12/2005
374To liven things up a bit here, ALSC announced in October, 2005 that the company David-11/11/2005
373I enjoyed this thread also. I kept track of the deals mentioned and many of themDavid-11/11/2005
372I've been away from this thread for awhile but I used to really like it. WhaJoe Waynick-11/10/2005
371Fwiw, I've been buying DRD. Buyout is for $17/sh cash.Paul Senior-3/15/2004
370This one has worked out well so far. Message 16099831 See prior message also.Allen Furlan-7/4/2003
369Arbitrage thread is really dead. I would like to drum up some interest in optioAllen Furlan-7/4/2003
368GLE on Toronto is merging with QTWW on Nasdaq. QTWW is trading at US$2.73, whicGulo-7/3/2003
367NSI done deal, check's in the mail!Wallace Rivers-6/13/2003
366You might want to review this one: biz.yahoo.com Another instance,imo, of a stPaul Senior-6/11/2003
365I did nothing...tried to purchase at 9.85 about a week ago, unsuccessfully, for Wallace Rivers-6/11/2003
364I'm perplexed about NSI. We have got to be close to closing the deal (I am Paul Senior-6/11/2003
363Since neither side has announced what "conditions" remain, we're iPaul Senior-6/5/2003
362Paul: I'm thinking of arbing NSI. Sounds like a done deal, although the CaWallace Rivers-6/5/2003
361Paul: NSI presents an interesting arb situation. Looks like a 2% return within 3David-5/29/2003
360Buying NSI. Current price $9.77/sh approx. Takeout: $10.00 cash Merger vote:Paul Senior-5/29/2003
359I continue only to hold shares of CE bought before acquisition announcement. (IPaul Senior-5/27/2003
358thanks much for your thoughts!! What you finally end up doing? GAryGary Kao-5/24/2003
357Sunday's NY Times Business interviews a fund whose managers specialize in mePaul Senior-5/5/2003
356QTRN: An important question of course because the longer it takes, the worse thPaul Senior-5/4/2003
355Paul: Reviewing QTRN. What time frame do you see this transaction completed in?David-5/4/2003
354I did add to my PB position after I posted. I'm out as of today. I have Paul Senior-5/3/2003
353I'm looking at PB. Any opinions on the deal? This could be a real scary onPaul Senior-1/17/2003
352Anybody here have an opinion now regarding TRW and/or NOC? biz.yahoo.comPaul Senior-10/17/2002
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