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PTON Peloton Buyout or Short Squeeze PotentialPTON Peloton Interactive is currently under the spotlight due to a significant uptick in call options activity. This increased activity is focused on the $4 and $5 strike prices, with expirations on June 21 and July 19. Market analysts and investors are buzzing with speculation that this might signal an imminent buyout, takeover, merger, or even a short squeeze. Over the past week, Peloton has seen a notable surge in call options volume at the $4 and $5 strike prices. This heightened activity suggests that traders are betting on a substantial upward movement in Peloton's stock price in the very near term. June 21 Expiration: Calls expiring this Friday indicate that some traders are expecting a major announcement or significant stock price movement within days. July 19 Expiration: The larger volume of calls expiring next month shows longer-term optimism, potentially linked to upcoming strategic moves by the company. Technically, Peloton’s chart is exhibiting highly bullish patterns that support the possibility of a breakout: Falling Wedge: The stock is at the end of a falling wedge pattern, a technical indicator often associated with impending bullish reversals. Double Bottom Pattern: Additionally, Peloton is forming a double bottom, another bullish pattern that indicates strong support and a potential for a significant upward movement. These patterns suggest a robust technical setup for a breakout, with targets potentially as high as $6.50. Buyout or Merger Speculation The speculation surrounding a potential buyout by AAPL, AMZN, NKE, or a merger, is not unfounded. Peloton, despite its struggles in the past year, remains a highly attractive acquisition target due to its strong brand and substantial user base. A buyout or merger could provide the necessary capital infusion and strategic direction to reinvigorate the company’s growth trajectory. Short Squeeze Potential Adding fuel to the speculative fire is the potential for a short squeeze. If the stock begins to rise rapidly due to buyout rumors or technical breakouts, short sellers may be forced to cover their positions, driving the stock price even higher in a feedback loop of buying pressure.
NASDAQ:PTONLong
by TopgOptions
VOD Vodafone Buyout Rumors Today !!Vodafone (VOD) Surges on Speculation of Major Corporate Moves and Potential Takeover In today`s trading sessions, Vodafone (NASDAQ: VOD) has experienced a significant uptick in share value, rising as much as 7.1% in London trading. This surge can be attributed to growing speculation and rumors circulating in financial circles, particularly from Betaville, suggesting that the telecom giant may be on the cusp of a major corporate transaction, such as a spin-off or takeover. The rumor mill is abuzz with talk of American companies expressing interest in acquiring Vodafone. While details remain vague, it is believed that discussions are underway, fueling anticipation among investors. This potential development signifies a pivotal moment for the traditional #Vodafone company, as it attracts attention from key players in the American telecommunications sector. Adding to the intrigue, there are whispers of a possible increase in stake by one of Vodafone's existing shareholders, indicating a growing confidence in the company's future prospects. This speculative buying interest is often seen as a positive signal among investors, contributing to the recent surge in Vodafone's stock value. Furthermore, there are indications that Vodafone may have received a new offer for its Italian unit. This comes on the heels of the rejection of a revised offer from Iliad SA, highlighting the attractiveness of Vodafone's assets in the telecommunications market. The ongoing corporate maneuvers suggest a dynamic landscape for Vodafone, with potential strategic changes that could unlock significant value for shareholders. In a strategic move to bolster its leadership, Vodafone has announced the appointment of Hatem Dowidar as a non-executive director, effective February 19. This appointment follows the firm's partnership with e& (Emirates Telecommunications Group) last May. Dowidar's extensive experience in the telecommunications industry, coupled with his senior roles in companies across the Middle East, Africa, and Europe, is expected to enhance Vodafone's strategic positioning and strengthen its partnership portfolio. My short term Price Target is $10.30. Potential Takeover at $15 - $20
NASDAQ:VODLong
by TopgOptions
Sekisui House's Bold Move: With $4.9 Billion MDC Buyout Japanese homebuilder Sekisui House has set its sights on the American dream, announcing a definitive agreement to acquire all outstanding shares of Colorado-based M.D.C. Holdings Inc. in a deal valued at an impressive $4.9 billion. This strategic move not only positions Sekisui as a major player in the U.S. housing market but also signals a transformative shift in the dynamics of the global real estate industry. The Mega-Deal Unveiled: The $63 per share cash deal, expected to close in the first half of 2024 pending shareholder and regulatory approval, catapults Sekisui House into the upper echelons of U.S. homebuilders. With M.D.C. Holdings Inc. being a prominent player in the American housing landscape, the acquisition is set to create the fifth-largest homebuilder in the U.S. based on the number of homes closed in 2022. Strategic Rationale Behind the Move: Sekisui House's ambitious expansion beyond Japanese borders is grounded in two key objectives. Firstly, the company aspires to establish itself as an international homebuilder, targeting the construction of 10,000 houses outside of Japan annually by 2025. Secondly, the decision to venture into the U.S. market is backed by a compelling analysis of the American housing scenario. The U.S. presents a unique opportunity for growth, driven by robust demand for housing amid a shortage of available homes. Homeowners, benefiting from low mortgage rates, find themselves reluctant to sell and upgrade due to the significant disparity in mortgage costs. Sekisui House aims to address this gap by injecting a substantial supply of new homes into the market, seizing the opportunity to become a key contributor to meeting the rising demand. A Win-Win Proposition: As the deal awaits approval, investors seem confident in its success, with NYSE:MDC shares currently trading just marginally below Sekisui's offer price. If all goes as planned, existing shareholders stand to gain, receiving $63 per share deposited directly into their brokerage accounts on the closing date. For Sekisui House, the acquisition represents a shrewd move, securing M.D.C. Holdings Inc. at an attractive valuation of 11 times earnings. Considering M.D.C.'s anticipated annual growth of nearly 13% over the next five years, this strategic investment appears well-calculated. Furthermore, NYSE:MDC shareholders are poised to benefit significantly compared to their counterparts in the industry, as the acquisition price reflects a more favorable valuation when compared to recent deals involving PulteGroup and KB Home shareholders. Building the Future Together: As the dust settles on this monumental deal, the collaboration between Sekisui House and M.D.C. Holdings Inc. promises to redefine the U.S. housing landscape. Together, they have the potential to not only address the immediate housing shortage but also shape the future of sustainable and innovative housing solutions. In conclusion, Sekisui House's foray into the American market through the acquisition of M.D.C. Holdings Inc. is a testament to its strategic vision and confidence in the growth potential of the U.S. housing sector. The deal holds promise for shareholders, consumers, and the broader industry, paving the way for a new era in the ever-evolving world of real estate.
MLong
by DEXWireNews
JBLU Bullish after JetBlue - Spirit merger was BlockedJetBlue's $3.8 billion buyout of Spirit Airlines was blocked by a judge, citing a threat to competition! After the news, SAVE went down, while JBLU surged from $4.54 to $5.45! However, today it continued the 6 month downtrend and closed at $4.68. This might seem like business as usual on Wall Street, except for the presence of some aggressive blocks of calls with strike prices of $6 and $7 on JetBlue's options chain, across multiple expiration dates! The most commonly chosen expiration date was February 16, following the earnings release. This leads me to believe that we might witness excellent results from the upcoming earnings report. JBLU was trading at $9.45 just 6 months ago. Its decline was not due to fundamentals but rather on the potential buyout of SAVE. Now that the deal is off the table, I expect JBLU to rise back up. I'm extremely bullish on JBLU ahead of earnings!
NASDAQ:JBLULong
by TopgOptions
2
Macy's $5.8 Billion Buyout Offer Ignited the Stock to SurgeMacy's has received a $5.8 billion buyout offer from real estate investor Arkhouse Management and asset manager Brigade Capital Management. The two firms already have a large position in Macy's through Arkhouse-managed funds, according to the WSJ. Macy's board met to discuss the proposal but it is unclear how the vaunted department store brand views the offer, the close sources say. Meanwhile, the investment group believes M stock is currently undervalued in public markets and indicated it may be willing to raise its offer following necessary due diligence. NYSE:M has been on an upward trend since November, gaining over 48.51% in the last 50 days. Macy's shares rallied 19.5% Monday and premarket trading today following the reports of the Buyout. Investors are still evaluating NYSE:M price, but the stock still has some upward momentum. This is a positive sign for the stock's future value.
NYSE:MLong
by DEXWireNews
The last oneFirst, this stock is a total disaster for every retail holder, including myself. Secondly, this stock is unpredictable since as it seems to my eyes VCs control the game and can do whatever they want... burn it to 0, sell it for $5,$10,$20 etc... or raise capital and dilute. Here are some points to consider though: 1. Descending Broadening Wedge Pattern target $59 +-$1 more on the pattern here () 2. Inverse Head and Shoulder Pattern target $59 +-$1 more on the pattern here (www.tradingview.com) 3. 0.236% Fib Retracement since gap down after wsb pump 2021 at $58.55 4. Russel Rebalancing prior to ex-CEO + founder removal at $58.50 5. Citron last tweet mentioning wish worth $50? (do not take into account this one but just for the sake of the conversation) Some things in favor of an upward move: 1)FED pause = peak rates = expecting cuts heading into 2024 and beyond 2)Inflation for now is behind us and might be heading to deflation 3)Small caps momentum (wish will get inflows from funds following Russell3000) 4)10y% down = risk on 5)Oil down = more disposable income = increase discretionary spending 6)Heading into US elections, historically a positive year for markets 7)What about China's comeback into the 2024 year of the Dragon? 8)DXY down positively correlated to US stocks going up Wish turnaround checklist 1)Bad Merchants cleared and quality improved ✓ 2)NPS improved (flat rate shipping, faster shipping, lower refund rates, better quality products,more pick up points,better customer support)✓ 3)Operational Excellence (fired 2/3, hiring lower cost employees in China) ✓ 4)App improved ✓ 5)New Website (pending...) 6)New merchant commission structure coming into 2024 ✓ $59 = $1357m valuation Expected Sales 2024 = 200m... I think the bar here is very low but since they control Ad spending which is highly correlated with revenue the sales number is not that predictable ( i can't be in their head on what they are planning to do) Cash on hand 445m as of Q3 and going to burn another 50-60m on Q4 so cash at the end of the year should be standing at 385m 2024 cash burn should be 40m less than the previous year due to layoffs so 10m/Q less. If sales number is 200 as projected meaning -30% than 2023 then i would expect total cash burn to be -30% as well = 25-35m / Q leaving wish with approximately 250m +-20 at the end of 2024. But those are all assumption in my head but the big picture says wish 2024 EoY cash to be standing above 200m! which means they will have to take a decision on what they are gonna do in 2025 1)sell it 2)raise money dilution And something to consider about the Forest not the Tree! Temu success is a proof that wish got the idea right from the beginning but bad management execution failed this company! For me that means that wish business model = mobile low cost e-commerce targeting West shifting downward middle class + Rest of the world shifting upward class(formation of new middle class) is right BUT what can happen to this stock i do not know anymore. All i can do is wait...
WLong
by Philoslother
2
SRPT Sarepta Therapeutics Potential Buyout SoonIf you haven`t bought SRPT here: Then you need to know that there is a Massive catalyst coming! Sarepta Therapeutics is going to announce Duchenne muscular dystrophy Phase 3 data for its SRP-9001-301 - (EMBARK) by mid November. This week institutions bought calls worth more than $10Mil that SRPT Sarepta Therapeutics will trade above $135 by November 17. Some even bought the $210 strike price! They also have a big partnership with the giant Roche Holding AG (RHHBY). I think SRPT Sarepta Therapeutics is well positioned for a potential takeover soon! Looking forward to read your opinion about it.
NASDAQ:SRPTLong
by TopgOptions
ACRS Aclaris Therapeutics Potential BuyoutACRS Aclaris Therapeutics has 3 clinical trials releasing topline data this year and sufficient cash to fund their operations through the end of 2025. ACRS is in Piper Sandler`s potential 12 biotech takeovers in 2023. ACRS reached 52 week low today: $5.05. Analysts Price Targets: $21 The Goldman Sachs Group $29 BTIG Research $38 Cantor Fitzgerald $43 HC Wainwright Considering the above, I think ACRS might be an easy +3X! Looking forward to read your opinion about it.
NASDAQ:ACRSLong
by TopgOptions
3
CANO Cano Health Potential Buyout!CANO Cano Health was trading at all time low last friday, $0.22! Last year, I remember that following numerous reports suggesting a potential bid, Citigroup analysts have stated that if Humana or CVS Health were to acquire the primary-care provider Cano Health, they might value it at $14 per share. With $2.74 Billions in revenue in 2022, I think Cano Health is too big to go bankrupt. This might be an interesting buy opportunity, in my opinion!
CLong
by TopgOptions
1
NVTA Invitae Corporation All Time Low | Potential Buyout !Last year in Autumn we had this buyout rumor. I remember back then Exact Sciences said to approach Invitae about a potential merger. Now, NVTA, Invitae Corporation, is trading at an all-time low, $0.62. Some deals take one or two years to perfect, and we don't know what caused the recent price decrease. Sometimes this happens before an announcement. Today, Invitae announced the appointment of finance veteran Ana Schrank as CFO; she spent more than 20 years at McKesson Corporation where she held leadership roles. Could this CFO be hired ahead of a takeover?! We don't know! But with an RSI of 19.34 and an all-time low, along with ARK Invest being the 2nd largest shareholder at an average price of $15.08, I think this looks like a great buying opportunity! Looking forward to read your opinion about it!
NLong
by TopgOptions
2
QSI Quantum-Si | Why is so Bullish? Price Target ! If you haven`t bought the Double Bottom here: Then I'll try an explanation why QSI Quantum-Si incorporated is so Bullish right now! QSI is a protein sequencing company, which could be revolutionary, similar to the gene sequencing stocks. Quantum-Si Incorporated is dedicated to developing a protein detection platform that enables Next Generation Protein Sequencing (NGPS). This comprehensive platform consists of the Carbon automated sample preparation instrument, the Platinum single-molecule detection and NGPS instrument with Time-Domain Sequencing chip, the Quantum-Si Cloud data analysis software, and reagent kits designed for use with its instruments. QSI's competitor, RXRX, experienced a significant boost in its stock price after announcing a $50 million investment from NVIDIA (NASDAQ: NVDA) on July 12. The investment was part of a private investment in public equity (PIPE) arrangement. With this deal, NVIDIA gains access to Recursion Pharmaceuticals' (NASDAQ: RXRX) extensive biochemical and genetic data. NVIDIA plans to utilize this data to train machine-learning models in support of its new BioNeMo service, an artificial intelligence (AI) tool for drug discovery. Simultaneously, NVIDIA will also collaborate with Recursion to enhance their own models for drug discovery. Apart from Quantum-Si's Platinum product, which began selling this quarter, the company also offers cloud-based proteomics data analysis software, made possible by their single-molecule detection and NGPS instrument with Time-Domain Sequencing chip. Considering this, I believe it's only a matter of time until a major chip developer, such as NVDA, or a cloud services company with interest in the field, makes an investment similar to NVDA's investment in RXRX. This is my growth thesis, and regarding the Price Target, I find $10 to be reasonable for now, and there's also the possibility of a potential buyout. Looking forward to read your opinion about it!
NASDAQ:QSILong
by TopgOptions
4
$CING - LOW FLOAT + CAP - 1 Pill for ADHD/ANXIETY (ROCKETSHIP?)They announced positive top line results from their P3 trial. Adolescent and paediatric trials are happening both this month and next. Major competitors such as NYSE:JNJ , NYSE:PFE , NYSE:NVS that require multiple pills a day for the same effect. Extremely large TAM. Buyout candidate? We have popped off of the bottom channel and are looking for 1.10. A breakout above that sends it to 1.40-1.50 range. This is my own opinion and shouldn't be taken as financial advice. Own your trades.
NASDAQ:CINGLong
by Croaking
MANU Manchester United Potential Buyout PriceMANU Manchester United could be changing ownership after 17 years. The Glazer family are willing to listen to offers for one of the biggest football clubs in the world. Manchester United is believed to be valued at £5bn. Its Market Cap now is £3.706Bil. So there is still upside potential. Looking at the MANU Manchester United options chain ahead of earnings , i would buy the $26 strike price Calls with 2023-1-20 expiration date for about $0.92 premium. If the options turn out to be profitable Before the earnings release, i would sell at least 50%. Looking forward to read your opinion about it.
NYSE:MANULong
by TopgOptions
3
CS Credit Suisse Group to $0.27 on Monday??UBS Group AG has made an offer to acquire Credit Suisse for as much as $1 billion. The Swiss government is planning to change the country's laws to bypass the need for a shareholder vote on the deal, as they seek to restore confidence in the banking sector following Credit Suisse's outflow of 10 billion Swiss francs in just one week. The proposed agreement, which is an all-share deal between Switzerland's two largest banks, is expected to be signed as early as Sunday evening. The deal is priced at a fraction of Credit Suisse's closing price on Friday. According to insiders, the offer was made on Sunday morning at a price of 0.25 Swiss francs ($0.27) per share, payable in UBS stock. On Friday, Credit Suisse's shares closed at $2.01 Swiss francs. I think we are about to see more bidders and the price go up from $0.27. Looking forward to read your opinion about it.
NYSE:CSShort
by TopgOptions
3
1929 styled Bank Run Starting Tomorrow !!!SIVB SVB Financial Group Buyout or Bail Out, the only options! SVB was the second-largest banking failure in the history of the United States! Only 2.7% of Silicon Valley Bank deposits are less than $250,000. Meaning, 97.3% aren't FDIC insured, resulting in over $160 billion of uninsured customer deposits. Roughly 50% of the US venture capital-funded startups are clients of SVB, potentially putting 65,000 startups at risk of payroll disruptions. Such a situation could have significant consequences for the startup and tech sectors. SVB did business with FTX, plus many other formerly overvalued tech companies. With $210 billion in assets, $SIBV was the 15th largest bank in the US in terms of deposits. SVB held $91 billion in bond portfolio, classified as “held-to-maturity” securities, with an yield of 1.78! SVB CEO Greg Becker explained that the bank was selling its available-for-sale bond portfolio for $21 billion due to anticipated sustained higher interest rates, challenging conditions in both public and private markets, and elevated cash burn levels from its clients. This move resulted in a total loss of $1.8 billion for the bank. I think we are going to see a government take over of SIVB SVB Financial Group on Monday. In case they don’t do that, a 1929 styled bank run starting tomorrow! So i don’t think they have a choice other than bail out SVB Financial. In case of a Takeover, the buyout area should be $12.75 - $32. This is my Price Target for SIVB. 2020 Covid Lockdown level was $128 so the stock is Still expensive right now! Looking forward to read your opinion about it!
SShort
by TopgOptions
How do you feel?If you check at least 3/5 on the below we might be in the right place. 1. Depressed 2. Tired 3. Stressed 4. Scared 5. Out of money to buy more I do not know about you but I have been through all of the above over the last 12 months! I made tons of mistakes no doubt about that! BUT i wIll not make the biggest one, panic sell at the bottom or in the first rally! Some things to consider when you try to draw the picture of the next 6-12months 1. Advertising Costs or User Acquisition Costs ⬇ + NPS ⬆ ( What's doing Meow Meow on the roof???) 2. Shipping Costs + Shipping time ⬇ 3. West Disposable Income ⬇ Why is Peter Selling? well, for a buyout to take place at least >50% of shareholders must agree! Now retail holds 39% + the previous 10% of Peter before starting selling makes 49%! you understand how dangerous that was for the Funds that they wanted to take over right? Probably the price is already set! nobody else besides peter is selling here! Now have a look here: Vijay's Contract "Restricted Stock Units. Subject to the approval of the Company’s Board of Directors or its Compensation Committee, you will be granted an award of Restricted Stock Units (“RSUs”) for that number of shares of the Company’s Common Stock equal to $12,000,000 divided by the average closing price of a share of the Company’s Common Stock as reported on Nasdaq during the full calendar month prior to your Start Date, rounded down to the nearest whole share + "Stock Options. Subject to the approval of the Company’s Board of Directors or its Compensation Committee, you will be granted an option to purchase that number of shares of the Company’s Class A Common Stock equal to $16,800,000 divided by the average closing price of a share of the Company’s Common Stock as reported on Nasdaq during the full calendar month prior to your Start Date, rounded down to the nearest whole share (the “Option”)" The average closing price prior to the Start Date meaning Dec 21 was around $3.2 giving to Vijay the option in case he would stay with the company to hold around 9m shares or 1.3%. So Peter's 10% + Vijay 1.3% + Retail 39% or more at the time since many got liquidated gives us >50%, if one of the funds holding 3-4% could be on their side the acquisition would be even harder to take place. Imo this is an ordered acquisition and Retail will pay for it! What a beautiful game! Based on 670m shares float here are the % based on (simplywallst.com data and fintle.io) Holders >1% 1. Vanguard together with its passive funds holds 84,819,961 or 12.65% 2. Blackrock together with its passive funds holds 37,909,425 or 5.65% + iShares (owned by Blackrock) 20,564,283 or 3.069% 3. Formation8 Partners 42,192,476 or 6.29% 4. DST Global 38,301,392 or 5.71% 5. GGV Capital, LLC 25,707,499 or 3,83% 6. General Atlantic Llc 16,888,478 or 2.52% 7. Maple Rock Capital Partners Inc. 13,519,000 or 2.01% +5m call option + potential 0.74% 8. State Street Corp 13,349,046 or 1.99% 9. Geode Capital Management, Llc 8,442,463 or 1.26% 10. Comprehensive Financial Management LLC 8,406,736 or 1.25% 11. Renaissance Technologies Llc 8,264,800 or 1.23% All of the above players hold together 47.45%! Peter already sold 3.63% and probably going for >5%, when we learn who bought in i think the price would not be where it is now! From the 2021 Annual Report "In addition, in July 2017, FTSE Russell and Standard & Poor’s announced that they would cease to allow most newly public companies utilizing dual or multi-class capital structures to be included in their indices. Affected indices include the Russell 2000 and the S&P 500, S&P MidCap 400, and S&P SmallCap 600, which together make up the S&P Composite 1500. Under the announced policies, our multi-class capital structure would make us ineligible for inclusion in any of these indices, and as a result, mutual funds, exchange-traded funds, and other investment vehicles that attempt to passively track these indices will not be investing in our stock." IMO Peter's conversion from B to A opened the door for the acquisition ! Since they will scoop everything from their passive funds! What's the price???? If the deal is done and you are the SMART MONEY wouldn't you like to purchase all the stock available??? I mean look at that depressed 39% that sits there! IMO 2 paths are possible depending on how the markets will do over the next 6-12months 1. If markets do well there will be an explosive rally to $3-5 towards the EoY, I bet most of you will take your money and leave at that point, the volatility (shaking) is going to be insane! RSI constantly overbought on divergence the opposite of what's happening now! 2. If markets do bad then 0.90-0.70 will do. I think a big % of retail will give up on new lows or on the first 100-300% rally. Now IF and i say IF there is a buyout what would be the price? I would like to think of a price higher than the institution's average. Wish right now has no major shareholder (Peter is gone) I think VC's will likely dictate the price. My guess would be something around 4-6x FY23 sales if markets go well! That should be in the range of 4-6b maybe a little higher depending on how sales would look in 23. That translates to a price of more or less $7-9 or Inside the GAP!!! *Peter's Thiel Fund sold all of it's shares on the WSB frenzy for an average of $12 i think in the best best best case scenario that's the ceiling! Do your own research and do not listen and trust nobody! In the end, we are all alone in this game! Keep calm WGMI!
WLong
by Philoslother
10