cartas.ozaru

soy ingeniero de profesión,
pero como eso no me garantiza una jubilación,
dedico mi tiempo a la bolsa: mi pasión

[cartas.ozaru @joanmp3]

@yasu_divers Would you sell some of them?😅
In a few days I will be in Osaka 😅

[cartas.ozaru @joanmp3]

@PONURU_SDBH Where is that?? City?shop? Thanks!

[cartas.ozaru @joanmp3]

@fullaheadosaka In 2 weeks I will be there and I will buy most of them🤩

[cartas.ozaru @joanmp3]

@AleInversor VALORACION

[cartas.ozaru @joanmp3]

@fullaheadosaka I'll see you in june. and all of you will be mine!😍

[cartas.ozaru @joanmp3]

@lance_TCGshop Jiren bm11 cp2 costs 11.000 yen????

[cartas.ozaru @joanmp3]

@CipresMomentum Una imagen vale más que mil insultos

[cartas.ozaru @joanmp3]

@uVyYDOPudU2Mf8W If you send overseas, I am interested in some of these cards

[cartas.ozaru @joanmp3]

@DB_SUPERDIVERS Everywhere it's sold out! It's impossible to get it!!

[cartas.ozaru @joanmp3]

@roberto_ruarte @xiscan1 Ebook.
Gracias!!

[cartas.ozaru @joanmp3]

@KyleAdamsStocks what do you think about the stock base compensation (177M)?

[cartas.ozaru @joanmp3]

Brutal gráfica compartida ayer por @CipresMomentum en el programa de Momentum.
A la derecha lo que recauda la unión europea de sus empresas tecnológicas.
A la izquierda lo que recauda de multar a empresas tecnológicas no Europeas
Vergonzoso

[cartas.ozaru @joanmp3]

@CipresMomentum Por lo que se comenta, ya han empezado a montar un comité que tiene que decidir el material de la red para que sea ESG. Se espera que dentro de 6 meses estará formado y puedan empezar a discutir. Sobre la tecnología de los drones... Eso les va grande

[cartas.ozaru @joanmp3]

@CipresMomentum Lo que les ha salido el tiro por la culata, porque para china, nexperia es solo una filial, ellos están servidos, pero para 🇪🇺 es un indispensable para la automoción
Esto: https://t.co/aAJPKgT4n5

Ha hecho muchísimo daño a los fabricantes de coches, así como proveedores 🇪🇺 y 🇺🇸

[CN Wire @Sino_Market]

🇨🇳🇳🇱China Puts Export Controls on Nexperia After Dutch Takeover
Chipmaker Nexperia, a subsidiary of China’s Wingtech Technology and a major supplier of mature chips for the automotive and consumer electronics sectors, announced on Tuesday that it has been banned by the Chinese Ministry of Commerce from exporting products made in China, including those produced by its subcontractors, after the Dutch government took over the company using a Cold-War-era law to secure Europe’s chip supply. Nexperia said it is seeking an exemption from the export ban, which could affect Dutch access to its chips. The company operates an 80,000-square-meter assembly site in Guangdong province near Hong Kong, as well as fabrication, assembly, and testing facilities in Germany, the Philippines, Malaysia, and Britain. The Dutch government’s intervention resulted in the suspension of CEO Zhang Xuezheng, founder of Wingtech, with CFO Stefan Tilger appointed as interim CEO. Last month, the Trump administration expanded US sanctions to subsidiaries of blacklisted companies, including Wingtech, which was added to the US “entity list” late last year.
https://t.co/OJGPMsvVcN

[Maius @MaiusPartners]

🚨 Picking Pennies in front of a bullet train edition: flagging $EM (Energy Monster/Smart Share Global) merger arb with solid r/r characteristics imo:👇

Quick recap on Energy Monster ($EM): one of China’s top shared power bank provider since 2017. Vast network in cafes, malls, etc. IPO’d 2021 at $18.50/ADS; now sub-$2 amid China ADR slump. Market cap ~$300M, positive profits, $400M+ cash, no debt. Undervalued gem in circular economy/consumer tech.

Timeline: Jan 2025 – Initial go-private offers. Aug 1, 2025 – Definitive deal with Trustar (CITIC PE) at $1.25/ADS ($0.625/share).

Aug 15 twist: Hillhouse bids $1.77/ADS ($0.885/share) – 41.6% over Trustar! Committee reviewing with advisors. Potential switch, bump, or war?

Current price (Aug 18, 2025): ~$1.30/ADS. But factor ADS cancellation fees: $0.05/ADS deducted from consideration in go-privates.
Net Trustar: $1.25 - $0.05 = $1.20/ADS
Net Hillhouse: $1.77 - $0.05 = $1.72/ADS
Spread:
• Downside to Trustar: $1.30 → $1.20 (~7.7% drop)
• Upside to Hillhouse: $1.30 → $1.72 (~32% gain)

Why arb appeal shines brighter at $1.30:
• Downside cushioned: Net $1.20 floor (~8% risk), backed by EM’s strong balance sheet (Q2 rev +15%, profitable).
• Upside pop: 32% to net $1.72; escalation could hit $2+.
• Timeline: Q4 vote likely; 3-6 months to close → 60-120% annualized IRR on spread.
Low-vol bet with significant upside potential

Disclaimer: Not financial advice

[cartas.ozaru @joanmp3]

@BoesenBlick After seeing this company in the sohn conference in 2025, I have also added it to my portfolio. I think the same as you, good for Mid-term taking advantage of all the changes done and the current valuation

[cartas.ozaru @joanmp3]

Propósito se este 2025:
- Vender todas las acciones que llevan 2 o más años en cartera, que han estado planas o bajando ya que el coste de oportunidad es enorme
- más situaciones especiales
- recoger beneficios si el precio sube rápido
- rentabilidad mínima 20%

[cartas.ozaru @joanmp3]

@OscarEconomik Acabo de leer el informe y está muy bien. Muchas gracias!
Solo un pequeño comentario para que estés tranquilo. En Reus, tal y como sopla el aire, no llega casi polución de la petroquímica😉

[cartas.ozaru @joanmp3]

OPA de Evolution A($EVOG) a Galaxy Gaming ($GLXZ) El gap actual es de un 17%
Se espera para mediados de 2025

https://t.co/NHpbC2WFni

[cartas.ozaru @joanmp3]

Sé que no tiene nada que ver y es casualidad, pero el 23 de septiembre publique mi tesis en un foro de micro Caps y en substack y desde entonces la empresa se ha revalorizado un 26%😎
A ver si Stille sigue el mismo camino...

[cartas.ozaru @joanmp3]

Hoy traigo mi primera tesis en substack
Se trata de software circle.
La conocí gracias a @adriarivero_
Aquí la dejo
https://t.co/y1NBFWmchE
Está en ingles porque la presenté en otros foros

Al ser mi 1a tesis, agradecería cualquier tipo de feedback

Gracias por leer y compartir