Mobileye Global Inc (MBLY) Quote

This is so much a “set it and forget it stock”. If the hypothesis that the market has bottomed holds out, this is probably going to be a 10 bag grower over the next 2 or 3 years.

Nice action this week on good old Mobileye…….

To $50 and beyond !!

$$ MBLY $$

mbly - 35,04 up big since ipo, now short volume gettin' stronger by the day already, ipo lock-up period (2022-10-26) is still in effect, just fyi: "an IPO lock-up is period of days, typically 90 to 180 days, after an IPO during which time shares cannot be sold by company insiders. Lock-up periods typically apply to insiders such as a company's founders, owners, managers, and employees but may also include early investors such as venture capitalists." just a thought, ANT

http://www.barchart.com/snapopinion/stocks/MBLY

you are very welcome

Thank you

https://ih.advfn.com/p.php?pid=nmona&article=75494333

i think buyout my friend

So I just noticed this gone. Can you update me on what I missed?

Amended Statement of Ownership: Solicitation (sc 14d9/a) "Edgar (US Regulatory)" - 8/22/2017 8:34:05 AM
Amended Statement of Beneficial Ownership (sc 13d/a) "Edgar (US Regulatory)" - 8/22/2017 8:33:37 AM
Report of Foreign Issuer (6-k) "Edgar (US Regulatory)" - 8/22/2017 8:32:32 AM
Intel Completes Subsequent Offering Period of Tender Offer for Mobileye "Business Wire" - 8/22/2017 8:30:00 AM

Mobileye N.V. Ordina (MBLY)
62.855 ? -0.085 (-0.14%)
Volume: 184,096 @ 1:50:01 PM EDT ET
Bid Ask Day's Range
- - 62.62 - 62.935
MBLY Detailed Quote

Mobileye N.V. Ordina (MBLY)
63.0 ? 0.0 (0.00%)
Volume: 2,437,355 @ 4:10:35 PM ET
Bid Ask Day's Range
- - 62.98 - 63.04
MBLY Detailed Quote

Yep already filed it out and returned it to my broker.

The closing date is June 21, 2017, all cash.. at $63.54 a share.

https://reorgdocumentlibrary.broadridge.com/Client/Client?data=0417/E02346/N51488/c

There is also a form you need to fill out prior to closing regarding whether or not you are a citizen of Israel and their mandatory 25% withholding tax. To avoid the tax, fill out the form and get it to your broker prior to the closing date.

https://reorgdocumentlibrary.broadridge.com/Client/Client?data=0417/E01888/N51488/c

Hope this helps...

MBLY Detailed Quote
MBLY News: Mobileye Announces Publication of Notice of Annual General Meeting 05/12/2017 04:35:00 PM
MBLY News: Report of Foreign Issuer (6-k) 05/12/2017 04:33:12 PM
MBLY News: Amended Tender Offer Statement by Third Party (sc To-t/a) 05/09/2017 09:02:23 AM
MBLY News: Amended Statement of Ownership: Solicitation (sc 14d9/a) 05/09/2017 09:01:33 AM
MBLY News: Mobileye to generate, share, and utilize vision data for crowdsourced mapping with Nissan 04/25/2017 07:00:00 AM

Mobileye N.V. Ordina (MBLY)
61.66 ? 0.0 (0.00%)
Volume: 1,460,649 @ 6:21:23 PM ET
Bid Ask Day's Range
- - 61.65 - 61.76
MBLY Detailed Quote

What is the closing date of sale to Intel?

It's an all cash deal? Or you get intel stock?

Mobileye N.V. Ordina (MBLY)
61.74 ? 0.0 (0.00%)
Volume: 3,072,656 @ 4:04:47 PM ET
Bid Ask Day's Range
- - 61.7 - 61.82
MBLY Detailed Quote

I'm looking over the next two and a half years or so.
Yes, analysts are often times wrong, but so are companies projections on sales. Ya gotta use something to help you make your investment decisions. You certainly can't just believe the rosy annual reports.

How forward looking are you?
It's clear to me that you and I evaluate risk/opportunity/growth in different parameters. That's totally fine by me.
Analysts estimates? I have seen them miss by narrow and wide margins, both upside and down. To me, they are a part of an investment story; certainly not the be all and end all.
Appreciate the dialog with you.

OK, So you're saying the analysts are incorrect?

I hold a different view, but that's what makes a market.

I appreciate it, but the projections for future earnings are not good.

Interdigital has been involved in wireless technology for about forty years. They are a mobile technology research and development company and license a very broad patent portfolio to the world's leading wireless companies. They are a prime contributor to global wireless standards and they are positioned to be a key player in 5g and IOT.
They are about a 2.9B market cap and the shares have soared in the past year. Stock price hit a high over $100 a month ago and have settled now +/- $85. They reported record fourth quarter and full year earnings. They currently expect first quarter 2017 total revenue in a range of between $91 million and $96 million, comprised entirely of recurring revenue.
I referenced IDCC to you because of your comment about 'the beauty of having a stock that holds plenty of cash.' The 10k reported 'At December 31, 2016, we had $952.8 million of cash and short-term investments.'

I have not. Tell me about it

Ooooppppsss....... looks like he got his azz handed to him today :)

Have you followed IDCC at all?
Referencing cash from 10k in February:
"Cash and Short-Term Investments
At December 31, 2016, we had $952.8 million of cash and short-term investments and up to an additional $1.1 billion of payments due under signed agreements, including $228.5 million recorded in accounts receivable that is due within twelve months of the balance sheet date."

People taking profits, who don't want to wait. The deal may not close for 9 months and anything can happen to blow up the deal. See RAD and WBA to see how that works out.

Why has MBLY closed down from the $63.53 takeover price? Am I misinformed about the $63.53 price? can anyone help explain this?

That's the beauty of having a stock that holds plenty of cash

I'm thinking the same thing about Intel.

Ha...that news sure stuck a fork in Andrew Left's short position

Wish I owned quite a bit more.....obviously.
Might have to switch this money to more INTC

Intel to Acquire Mobileye

Business Wire
7:30 AM Eastern Daylight Time Mar 13, 2017
For best results when printing this announcement, please click on link below:
http://pdf.reuters.com/htmlnews/htmlnews.asp?i=43059c3bf0e37541&u=urn:newsml:reuters.com:20170313:nBw873Ymta


Intel to Acquire Mobileye

Combining Technology and Talent to Accelerate the Future of Autonomous Driving

NEWS HIGHLIGHTS


* Brings together Mobileye’s leading computer vision expertise with Intel’s
high-performance computing and connectivity expertise to create automated
driving solutions from cloud to car.

* Positions Intel to accelerate innovation for automakers and to capture
fast-growing market opportunity, estimated to be up to $70 billion by 2030.

* Acquisition expected to be accretive to Intel’s non-GAAP EPS and free cash
flow immediately.

Intel Corporation (NASDAQ: INTC) and Mobileye N.V. (NYSE: MBLY) today
announced a definitive agreement under which Intel would acquire Mobileye, a
global leader in the development of computer vision and machine learning, data
analysis, localization and mapping for advanced driver assistance systems and
autonomous driving. Pursuant to the agreement, a subsidiary of Intel will
commence a tender offer to acquire all of the issued and outstanding ordinary
shares of Mobileye for $63.54 per share in cash, representing an equity value
of approximately $15.3 billion and an enterprise value of $14.7 billion.

This Smart News Release features multimedia. View the full release here:
http://www.businesswire.com/news/home/20170313005535/en/
(http://www.businesswire.com/news/home/20170313005535/en/)

The combination is expected to accelerate innovation for the automotive
industry and position Intel as a leading technology provider in the
fast-growing market for highly and fully autonomous vehicles. Intel estimates
the vehicle systems, data and services market opportunity to be up to $70
billion by 2030. This transaction extends Intel’s strategy to invest in
data-intensive market opportunities that build on the company’s strengths in
computing and connectivity from the cloud, through the network, to the device.

This acquisition will combine the best-in-class technologies from both
companies, spanning connectivity, computer vision, data center, sensor fusion,
high-performance computing, localization and mapping, machine learning and
artificial intelligence. Together with partners and customers, Intel and
Mobileye expect to deliver driving solutions that will transform the
automotive industry. The combined global autonomous driving organization,
which will consist of Mobileye and Intel’s Automated Driving Group, will be
headquartered in Israel and led by Prof. Amnon Shashua, Mobileye’s
Co-Founder, Chairman and CTO. The organization will support both companies’
existing production programs and build upon relationships with automotive
OEMs, Tier-1 suppliers and semiconductor partners to develop advanced
driving assist, highly autonomous and fully autonomous driving programs. Intel
Senior Vice President Doug Davis will oversee the combined organization’s
engagement across Intel’s business groups and will report to Prof. Amnon
Shashua after the transaction’s closing.

“This acquisition is a great step forward for our shareholders, the
automotive industry and consumers,” said Brian Krzanich, Intel CEO. “Intel
provides critical foundational technologies for autonomous driving including
plotting the car’s path and making real-time driving decisions. Mobileye
brings the industry’s best automotive-grade computer vision and strong
momentum with automakers and suppliers. Together, we can accelerate the future
of autonomous driving with improved performance in a cloud-to-car solution at
a lower cost for automakers.”

“We expect the growth towards autonomous driving to be transformative. It
will provide consumers with safer, more flexible, and less costly
transportation options, and provide incremental business model opportunities
for our automaker customers,” said Mr. Ziv Aviram, Mobileye Co-Founder,
President and CEO. “By pooling together our infrastructure and resources, we
can enhance and accelerate our combined know-how in the areas of mapping,
virtual driving, simulators, development tool chains, hardware, data centers
and high-performance computing platforms. Together, we will provide an
attractive value proposition for the automotive industry.”

As cars progress from assisted driving to fully autonomous, they are
increasingly becoming data centers on wheels. Intel expects that by 2020,
autonomous vehicles will generate 4,000 GB of data per day, which plays to
Intel’s strengths in high-performance computing and network connectivity.
The complexity and computing power of highly and fully autonomous cars creates
large-scale opportunities for high-end Intel® Xeon® processors and
high-performance EyeQ®4 and EyeQ®5 SoCs, high-performance FPGAs, memory,
high-bandwidth connectivity, and computer vision technology.

Transaction Details and Timing

The transaction is expected to be accretive to Intel’s non-GAAP EPS and free
cash flow immediately. Intel intends to fund the acquisition with cash from
the balance sheet.

The transaction is expected to close within the next nine months. It has been
approved by the Intel and Mobileye Boards of Directors and is subject to the
receipt of certain regulatory approvals and other closing conditions. The
offer is not subject to any financing conditions.

An Extraordinary General Meeting of Mobileye’s shareholders will be convened
in connection with the offer to adopt, among other things, certain resolutions
relating to the transaction.

For further information regarding the terms and conditions contained in the
definitive agreement, please see Intel’s Current Report on Form 8-K and
Mobileye’s Current Report on Form 6-K, which will be filed with the
Securities and Exchange Commission in connection with this transaction. The
offer will be described in more detail in a tender offer statement on Schedule
TO to be filed by Intel and one or more of its subsidiaries and a
solicitation/recommendation statement on Schedule 14D-9 to be filed by
Mobileye.

Citi and Rothschild Inc. serve as financial advisors and Skadden, Arps, Slate,
Meagher & Flom LLP serves as legal counsel to Intel. Raymond James &
Associates, Inc. serves as financial advisor and Morrison & Foerster LLP
serves as legal counsel to Mobileye.

For more information, investors are encouraged to visit
http://intelandmobileye.transactionannouncement.com
(http://cts.businesswire.com/ct/CT?id=smartlink&url=http%3A%2F%2Fintelandmobileye.transactionannouncement.com%2F&esheet=51524451&newsitemid=20170313005535&lan=en-US&anchor=http%3A%2F%2Fintelandmobileye.transactionannouncement.com&index=1&md5=f931229a69abcd6b60624e0b56407780)
, which will be used by Intel and Mobileye to disclose information about the
transaction and comply with Regulation FD.

Transaction Discussion Webcast

Intel and Mobileye management will hold a public webcast at 5:30 a.m. PT (8:30
a.m. ET) today to discuss the transaction. The live webcast and a copy of the
presentation materials can be found at
http://intelandmobileye.transactionannouncement.com
(http://cts.businesswire.com/ct/CT?id=smartlink&url=http%3A%2F%2Fintelandmobileye.transactionannouncement.com&esheet=51524451&newsitemid=20170313005535&lan=en-US&anchor=http%3A%2F%2Fintelandmobileye.transactionannouncement.com&index=2&md5=5d83e5e5348c7843d9ac6096b642ee9d)
. The live webcast can also be accessed in the United States at 1-855-631-5368
and outside the United States at +1-330-863-3283 with the passcode 84684571. A
webcast replay and a copy of the webcast presentation materials will also be
available on Intel’s Investor Relations website at www.intc.com
(http://cts.businesswire.com/ct/CT?id=smartlink&url=http%3A%2F%2Fwww.intc.com&esheet=51524451&newsitemid=20170313005535&lan=en-US&anchor=www.intc.com&index=3&md5=f5f8dc52f38cc918d5f0a8f4fe805c06)
and on Mobileye’s Investor Relations website at ir.mobileye.com
(http://cts.businesswire.com/ct/CT?id=smartlink&url=http%3A%2F%2Fir.mobileye.com%2Finvestor-relations%2Fdefault.aspx&esheet=51524451&newsitemid=20170313005535&lan=en-US&anchor=ir.mobileye.com&index=4&md5=6e571dc75a87be656113ed8aed28c954)
.

Who's buying in? Have I missed the rally?

Haha I remember u from the ipo days. Congrats

I knew eventually someone would see the value of this company....

Besides me.



Blessings to All

TRUTH

BUYOUT

Today's move possibly courtesy of Andrew Left.
"Citron Research activist short seller and newsletter author Andrew Left tweeted the firm is taking profits on its previous short position in NVIDIA Corporation (NASDAQ: NVDA) and shifting the position to a short on Mobileye NV (NYSE: MBLY)."
https://www.msn.com/en-us/finance/news/why-mobileye-not-nvidia-is-ripe-for-short-sellers/ar-AAnjTN2

Nice report.
http://www.reuters.com/article/us-mobiley-results-idUSKBN1611N7

Multiple valuation analyses imply Mobileye $MBLY is highly undervalued... earnings Wednesday:

Fair Value Source

Mobileye NV (MBLY) Stock Jumps on Volkswagen Partnership
Shares edged higher after the bell as well
Feb 13, 2017, 5:57 pm EST
http://investorplace.com/2017/02/mobileye-nv-mbly-volkswagen/#.WKKBNpFHahA

Volkswagen and Mobileye (NYSE: MBLY) are planning to implement a new navigation standard for autonomous driving starting in 2018. Future Volkswagen models will use the camera-based map and localisation technology Road Experience Management™ (REM™) from Mobileye. Representatives of the two companies signed an agreement to this effect on 10 February. The wide-ranging cooperation was approved by Professor Amnon Shashua, Chairman and Chief Technology Officer of Mobileye, and Dr Herbert Diess, Chairman of the Board of Management of the Volkswagen brand. Mobileye and Volkswagen are taking the next step towards autonomous driving. In the future, both will be jointly collecting data and utilising this for a new generation of highly intelligent maps.
http://www.streetinsider.com/dr/news.php?id=12534736
-------------------------------
Interesting that SWIR has also inked a deal with VW noted in a PR last week
Volkswagen Prefers Sierra Wireless to Enable Next-Generation Connected Vehicles With 4G LTE Embedded Modules
Sierra Wireless AirPrime® AR Series embedded modules and Legato® platform will enable Car-Net connectivity for Volkswagen automobiles beginning in 2018
http://www.businesswire.com/news/home/20170209006326/en/Volkswagen-Prefers-Sierra-Wireless-Enable-Next-Generation-Connected

MBLY News: Amended Statement of Ownership (sc 13g/a) 02/10/2017 11:10:24 AM
MBLY News: Schedule 13g 02/09/2017 10:46:19 AM
MBLY News: Amended Statement of Ownership (sc 13g/a) 02/07/2017 12:19:24 PM
MBLY News: Amended Statement of Ownership (sc 13g/a) 02/03/2017 05:11:16 PM
MBLY News: Amended Statement of Ownership (sc 13g/a) 02/03/2017 05:09:31 PM

Mobileye N.V. Ordina (MBLY)
43.32 ? 0.47 (1.10%)
Volume: 2,087,039 @ 4:50:02 PM ET
Bid Ask Day's Range
- - 42.51 - 43.39
MBLY Detailed Quote

Earnings estimates Feb 22:
http://www.barrons.com/quote/stock/us/xnys/mbly/research-ratings
Q4 2016 ESTIMATE
Current: $0.20
FY 2016 ESTIMATE
Current: $0.71

Thanks for that correction. I need to revisit my reference article.

Feb. 22 is earnings date but your in the wrong year for the rest of the post. Last years Q4 was 71.82 Mil


Revenue Estimate Current Qtr. Next Qtr. Current Year Next Year
No. of Analysts 19 14 22 22
Avg. Estimate 96.4M 103.87M 349.9M 491.33M
Low Estimate 95.26M 98.15M 345.4M 467M
High Estimate 97.1M 109.3M 352M 528.65M
Year Ago Sales 71.82M 75.21M 240.87M 349.9M
Sales Growth (year/est) 34.20% 38.10% 45.30% 40.40%

Q4 (and fiscal 2016) earnings release on Feb 22.

This from an IBD article in December....what to watch for:
"For Q4, the consensus on revenue is $70.9 million, which would be an increase of 79% from the year-earlier quarter. The consensus on EPS minus items is 14 cents, up 133%."
http://www.investors.com/news/technology/mobileye-falls-as-morgan-stanley-cuts-price-target/

Jefferies started Mobileye at Buy. Maybe worth a look value investors...

Fair Value