Chapter 361 Seize the opportunity

"Nvidia?"

Catherine raised her head, looked at Barron with her beautiful eyes, and asked:

“Will all my money be bought in this company’s stock?”

Barron grabbed her hair, pressed it down... took a deep breath, and said to her:

"Yes, you should entrust a professional institution, or go to DS Investment Company to find someone to help you buy all the shares of this company, and then just leave it there until I notify you."

Secretly writing down the name, Catherine did not waste any more time and began to serve Barron attentively...

In fact, at this time, Rich23 Capital has invested and quietly purchased approximately 80 million NVIDIA shares in the secondary market through multiple offshore companies, which together account for approximately 12% of its total shares, worth More than $500 million.

NVIDIA's shares have risen from $5.86 per share at the beginning of the year to nearly $6.50.

The reason why Barron still asked Catherine to spend all her 50 million pounds to buy Nvidia shares is because even the current price is still lower than its highest price in October 2007, before the subprime mortgage crisis broke out. There is an increase of more than 4 times...

And first, the current situation of NVIDIA is that after launching the GeForce series of graphics cards, it has become a rising star in the field of graphics cards. After defeating 100 graphics accelerator card companies, its business has been relatively stable, but it is still developing its own universal compiler. tools, even before NVIDIA launched its own compilation tool CUDA in 2007, revenue was still declining.

Second, NVIDIA's shares at this time were very dispersed - before NVIDIA went public in 1999, its main founder Huang Piyi's shareholding ratio was already less than 3.6%, and their shares were dispersed among many investment institutions. In the hands of partners and employees, correspondingly, the circulation in the secondary market is also huge.

These two reasons are that after Rich23 Capital acquired a certain share of Nvidia shares, Catherine continued to buy 50 million pounds of Nvidia shares, which were still available. Moreover, through hidden and long-term buying, the stock price of the company was greatly affected. The impact will not be too great.

As for why Rich23 Capital has not continued to purchase a larger proportion of NVIDIA shares now?

You must know that the future market value of this company can reach more than 1.5 trillion US dollars...

The reason is that it is not the time to get too deeply involved in NVIDIA, because NVIDIA's current market value is less than 4.2 billion U.S. dollars, but after the subprime mortgage crisis, its market value has reached more than 24.5 billion U.S. dollars. After the highest point before the subprime mortgage crisis, it once fell to nearly US$3.5 billion...

At that time, it was the best time to get deeply involved in Nvidia and "save" the company, just like BlackRock later became Nvidia's major investor...

Speaking of which, NVIDIA is still very important. In addition to its strength in graphics cards, NVIDIA's GPUs later became a "strategic material" for accumulating computing power. It is also because of the company's layout in artificial intelligence that it has become a market influencer. The main force of the pattern.

This is also the main reason why Nvidia's market value later exceeded US$1.5 trillion.

After leaving Catherine, Barron went to O2 Telecom.

Although during this period of time, Barron and Catherine have learned knowledge together a lot, he is still relatively cautious...

After all, she had just become a widow, but if she had Barron's child in a short period of time, it would not be a good sight for her at least, and Barron also needed to think about her.

Therefore, in this case, he could only ask Mrs. Hall to supplement her nutrition.

Maybe she couldn't adapt to it at first, but she gradually got used to it...

…

Now representatives of the consortium of O2 Telecom and Caesar Fund have gone to the Czech Republic to participate in the bidding for the 51% Czech Telecom shares held by the Czech government.

Not only O2 Telecom is interested in this part of the shares, including Swisscom and Telefónica, as well as other consortiums, are also coveting the controlling stake of Czech Telecom.

At a time like this, it is very important to determine the final bid to obtain this part of the shares.

Previous bids from Swisscom and Telefonica were around US$3 billion, and the Czech government has decided to make a final secret bid in the near future. At that time, it will decide on the highest bidder to obtain 51% of Czech Telecom's shares.

“Based on the evaluation, we believe that US$3.3-3.4 billion is the most suitable bid. After all, this is only 51% of Czech Telecom’s shares. After obtaining these shares, we can also choose to bid to other share holders to complete the overall acquisition. At that time, more funds will need to be paid, so it is also necessary to consider that the current bid is too high, which will greatly increase the acquisition cost in the subsequent overall acquisition stage.”

After hearing the words of O2 Telecom CEO Berry Trelles, Barron was silent for a moment, picked up a pen, and wrote a number on the paper in front of him:

"We quote this price!"

"$3.55 billion?!"

Barry Trelles said with some hesitation:

"The price is a little high..."

"It's worth it, otherwise if you miss this opportunity, the price you need to pay for subsequent acquisitions may not be low."

Barry Treles quickly understood the meaning of Barron's words, and he nodded solemnly:

"I understand, Your Highness the Duke."

The reason why the price of US$3.55 billion was determined is because Barron remembered that in the original time and space, Telefónica defeated Swisscom and other competitors and obtained 51% of Czech Telecom's shares for US$3.5 billion. Now he $50 million higher than the other party's bid...

If this still fails to win the controlling stake of Czech Telecom, it only means that there are other factors behind this bidding. In that case, even if the bid is higher, O2 Telecom still has no chance.

As for the price of US$3.55 billion, it is slightly higher than the actual value of Czech Telecom they assessed...

It is normal for this kind of acquisition to have a certain premium, and it can win the Czech telecommunications market and expand O2 Telecom's user base to the entire Eastern Europe. Relatively speaking, this bid is worth it.

In addition, this is what Barron just said to Berry Trelles. According to their analysis and the predictions of many institutions, the most important thing is Barron’s previous experience. Starting from this year, the European telecommunications market will The battle for mergers and acquisitions is about to begin, and the Eastern European market is definitely the focus.

At present, other telecom giants have more or less obtained or locked acquisition targets. If you miss Czech Telecom and choose other telecom companies, you will still have to face increasingly fierce competition - every time one prey is reduced, the remaining The intensity of competition for prey will continue to increase.

Then the remaining acquisition targets may eventually require even more funds than they do now, and their importance will become lower and lower...

In this case, it is better to hit it with one blow and directly take what you can get now.

And in terms of funds, Caesars Fund still has enough "ammunition" to provide O2 Telecom.