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Pop Quiz, does KVUE look like it wil l have explosive movement by end of next week?
Don't have a clue how options work. Do I need to wait until January/February to sell my contracts?
I Hate what the market has turned into but KVUE/JNJ is a lil wild
Mentions
I sold my KVUE calls a week ago 🤦
This is true for all cash deals. In this case, most of the proposed deal is in stock, so the KVUE options are mostly going to trading off of KMB’s volatility going forward.
Put some Bollinger bands on your KVUE chart and go to the hourly time frame.. See how wide they were for the first part of thr trading day and then tightened? That's a visual representation of the IV crush that happened to you call. A longer dated option will have lower Vega, and thus the contracts price will react less to volitiality swings.
What KMB shareholders lose in dilution they more than gain in new ownership of KVUE business lines. KMB scooped it up at the right time. Opinions of KVUE intrinsic value ranges but it’s $23-25 a share, they got it for $21 plus all the synergy savings etc.
KVUE didn't report earnings yet. The IV crush is due to the announced acquisition by KMB.
I saw someone earlier asking why his KVUE 19C weren't moving. Didn't have the heart to tell him the strike is above the proposed buyout price
I literally thought about buying it the week that announcement came out, but I thought I'd wait at least until earnings date because it might bomb or kitchen sink. Also falling knife rule. From my POV, it's either coordinated, the buyer sees the value that really is there, or the buyer did the math and realized KVUE might be worth more when NOT associated with Tylenol by being packaged with more things. Even then I did the math and it didn't make sense even if we ***assume*** Tylenol has a 100% rate of autism. Tylenol makes up one of the brands in KVUE's portfolio. It's a small portion. Then Tylenol itself has a lot consumers besides pregnant women which are a small portion of all Tylenol consumers. Plus it never said anything about when during pregnancy, before, or after pregnancy. So it's ONLY the single Tylenol brand, applying ONLY to women, and ONLY to women who care about that ONLY during some periods of their lives. KVUE went down like -10% as if pregnant women were chugging down [325 pill mega bottles](https://i.ebayimg.com/images/g/gcsAAOSw5HVjOF-6/s-l1600.webp) every 30 minutes.
KVUE was a good buy last week when RFK disguised his market manipulation tactic by saying something really outrageously stupid about Tylenol. So long as you pay attention to what these criminals are saying, you can profit
It’s risky. They knew something like this will happen which is why OI was high weeks prior. Question is, why was there little movement on options volume. They’re waiting on another catalyst. Have over 3k contracts in limbo. I’m waiting with them to see what happens. Likely KMB will rise and bring KVUE along in the next two weeks.
What we now know was blatant KVUE manipulation bolsters my argument that tariffs are getting struck down. At some point. Maybe not this week but they will be struck down. Or else Cantor Fitz wouldn't have bet against them with the refund rights.
Same thoughts, and based on current KMB prices a cheaper way to purchase them as well (currenty $KMD: $102.40, $KVUE: $16.28) (assuming $KMD doesn't continue to decline in value).
Sorry about that. Kimberly clark tanking on the deal is not helping KVUE share price today. Kim clark CEO is going on Cramer today. We will see what he says about the deal. Im.going to hold my shares at this point and collect what seems to be a very safe dividend going forward.
“Litigation overhangs: already priced into KVUE, KMB knew what it was buying” Sure, KMB management knew but KMB shareholders didn’t sign up for litigation exposure and are v*ting with their feet today. That said I don’t disagree that this is an opportunistic entry point if you can stomach the volatility. KMB SH deal v*te risk is actually upside from here.
KVUE stock price is now strongly tied to KMB. I was wondering why my KVUE calls didnt moon at open. Thats why. when KMB recovers then KVUE will rise sharply
Because you ripped off KVUE shareholders and somehow had them celebrating at the same time, and your moms excessive use of Tylenol.
#TLDR --- Ticker: KMB Direction: Up Prognosis: Buying shares and long-dated calls on this dip. Catalyst: Market realizes the KVUE acquisition creates a consumer staple powerhouse and cost synergies start hitting the P&L. Timeframe: 12-18 months
I bought KVUE at 17 assuming that it would obviously bounce back from RFKs bullshit. With the buyout news I seem to have hit on this one.
The deal makes the ceiling of KVUE now at (0.15*KMB) + 3.50. At the current price (KMB ~103), that’s 18.95. It’s not guaranteed though, and presumably KVUE would fall quite a bit if the acquisition doesn’t go through so that’s why you see the current KVUE price where it is.
Well, the buyout is $3.5 cash per share + 0.146 shares of KMB per share. If KMB pumps, KVUE might follow
Soo is KVUE about to crash or is it loading up🥲
Buyout terms are that for 1 share of Kenvue, you get 0.14625 shares of KMB and $3.5 cash. They arrived at these numbers based on KVUE and KMB closing prices on Friday Oct-31. Ironically after announcing the news today KMB is down which in turn reduces the value of KVUE from its total deal price. Also, the deal is announced but it is yet to pass regulatory checks and is expected to close 8-14 months from now during which time a lot of things can go sideways. So currently the market seems to be pricing KVUE as (KMB=$104)*0.14625+$3.50+(Dividend=$0.2075)-(Risk=$2.20)=$16.72
any BIG risks to the KVUE buyout? 3.5 cash + 0.146 shares of KMB is around 18.7 representing a 13% upside from current price 16.5
This government is so blatantly corrupt that I made 20% on KVUE.
New here, will it reach that value by 11/21? KVUE still in the $16s this morning after the big news of KMB buy
They are buying KVUE for \~$21 per share
It’s not going to be a straight $21/share buyout though. $21 is the value but it will be for a share of the new company and for the buyout of the KVUE shares. I think I read that the shares that KVUE holders receive will be worth $3.50. So the $21 value less $3.50 new shares means KVUE shares will be bought out at ~$17.50
There is a set buyout price of like $21. They are going to give all shareholders of KVUE a share in the new company worth like $3.50, and then buy out the KVUE shares. That leaves the KVUE shares price in the deal worth about $17.50. So if call is for $19 shares then yeah they won’t move because the strike is more than expected buyout price. Sorry man. My strike on some 2026 calls is to on high so they didn’t move much either.
That KVUE pop was disappointing
How is KVUE still 20% discounted to the deal price? That's not a lot of faith of it actually happening.
Was the KVUE buyout just a hostile takeover by 🌮 comrades?
There were a lot of signs something was going to happen. The trump administration singled it out dropping the price, I was certain they were going to profit from it somehow. KVUE had a strained balance sheet and debt with an extremely generous dividend. It wasn't going to be sustainable. Their leadership was not particularly all there so it makes sense they are going to be purchased. It synergizes well with the new comp, KMB. The two together should be able to cut some shared expenses down and come out with better margins.
So fucking glad I bought KVUE calls. Didn't buy much though. Still recovering from previous dumbassery.
What happens to existing KVUE shareholders? Do they get a buyout or issued KMB shares?
LMAO KVUE getting bought.
Yeah im trying, only thing I can guess is that IV crushed, but why would it crush? KVUE should be volatile af right now with that news this morning
https://preview.redd.it/ejp247qub2zf1.jpeg?width=1080&format=pjpg&auto=webp&s=9da6dbab393720a34d5f320edf91612ee3110f9c Holy fuck KVUE
"Kenvue shareholders will receive $3.50 per share in cash and 0.14625 Kimberly-Clark shares for each Kenvue share held at closing. That amounts to $21.01 per share, based on the closing price of Kimberly-Clark shares on Friday." So about $15.23 in stock (at current price) plus $3.50 for a total of $18.73. plus a discount for the time value of money and risk. KVUE will likely trade identically to KMB until it closes, but slowly close the gap over time.
So if we buy KVUE now, it’s a guaranteed profit until it reaches $21 😂
Apparently my KVUE calls are still toast. Nice!!!
KVUE sounds like a local news station… I’m in
Well I certainly got fucked on my KVUE $20 calls
Can someone help me!! I have KVUE dec 19 $25 call. They were up 1500% this morning. But i cant sell lmao the bid was still 0.07 while the ask is 2.50. 😭😭 what am i doing wrong, how come i cant sell. Now the premium is back down
have some shares of the autism maker KVUE do i sell or just wait for the sell to complete? bought at 16
Guys there’s money in KVUE for a 1 day flip: KMB buys KVUE for $3.50 + .14625 of KMB shares for every KVUE share. KMB is trading at $105.29. So $105.29 x 0.14624=$15.398 and add the $3.50 in cash. How is KVUE not trading at $18.89 per share this second? I feel I'm correct but this just happened this morning so give the market (you guys) time to arbitrage it??
I'm asking genuinely: KMB buys KVUE for $3.50 + .14625 of KMB shares for every KVUE share. KMB is trading at $105.29. So $105.29 x 0.14624=$15.398 and add the $3.50 in cash. How is KVUE not trading at $18.89 per share this second? I feel I'm correct but this just happened this morning so give the market (you guys) time to arbitrage it??
My Dec 19 KVUE $19 calls have barely moved, fuck is this shit
I’m asking genuinely: KMB buys KVUE for $3.50 + .14625 of KMB shares for every KVUE share. KMB is trading at 105.29. So $105.29 x 0.14624=$15.398 and add the $3.50 in cash. How is KVUE not trading at $18.89 per share this second?
KVUE too cheap at this price
that IV really died off on KVUE huh
Cause KMB down but KVUE seems like a buy at this
KVUE is worth $21 as per the deal. I am surprised it did not go higher after open.
Selling KVUE... that was the pump i needed.
KVUE underpriced at $16.68
Any dummy with a brain going to buy KVUE stock at this price. This needs some major volume and shorts will be scrambling to cover
KVUE fly my boy, fly
Sold NVDA, AMZN and GOOGL all right before they popped FML. Thank god, I held on to my KVUE shares
I had KVUE calls. 💪 But at $25 expiry in Dec 🤡
Thanks for your service. t. KVUE bagholder
Congrats KVUE holders! I’m so glad thinking how the fuck is a toilet paper company/ Kleenex company going to make Tylenol? 🫡🫠🫡 btw I had calls on KMB down 20k after market opens
Did KVUE sign a deal with OpenAI? What they gon do? Make ChatGPT more autistic?
Got an email from my broker I was getting margin called with KVUE saturday. Hahaha
So what’s KVUE going to be at for this deal?
So KMB buys KVUE and drops. Makes sense. But now KVUE is fading pretty quick while KMB continues to dump? It's etf for me!
With the assload of OTM calls on KVUE im praying for a gamma squeeze 🙏
As KMB recovers, KVUE will continue to climb
KVUE buyout turned me from bagholder to investor, thank you for the gains. Good thing i didnt sell calls on the shares again after theblast ones expired a week ago.
People are saying 18 because Kimberly fell but that’s stupid it will recover, it’s trading at a ridiculous discount, also if a mega conglomerate spent millions on lawyers assessing Kenvue legal situation with Tylenol before buying the whole company it’s confirmation to the market that the lawsuits are bullshit. Buy KVUE, Buy KMB!!
If you missed KVUE then buy KMB equity it’s trading at a criminal discount, easiest play holy shit
KVUE running to at least 20 today
I’m guessing KVUE 11/21 at $23 was an IV play?
If I full port into KVUE at $17 do I also get the divided going ex next week? I fail to see the downside
So I’m guaranteed that my KVUE will be sold at $21? I don’t need to do anything? Explain like I’m regarded(I am)
After certain people buy KVUE, don’t be surprised if they declare Tylenol to be health food
Had KVUE calls thank god but everyone is missing the real story here. Kimberly (KMB) is now trading at a criminal discount, I’m buying it bigly.
With the KVUE buyout, does that mean calls above $21 will *lose* value? Even though the share price is up?
Sell my KVUE calls to do earnings play and lose all the profit. That’s my plan
I kne KVUE would pop eventually
Bulls or bears, we should all be united in autism. KVUE 🚀
don't y'all remember that news from last month about someone buying a ton of KVUE contracts with Nov. 21 expiry? The fix is always in for these asshats...
bough KVUE calls and watched them tank day by day..and now, REDEMPTION! open the casino ffs, price my calllssss
C'mon KVUE, hit $20 pls, the buyout is for $21.01/share so c'mon efficient market, catch up plz
"It's another sunny morning in Vista View, here's some more soft rock hits to get you through the morning commute with one oh four point two: KVUE"
The purchase price is related to the price of KMB, which dumped ~$15-20 on the news since it means large capital outflow for KMB The current correct pricing with KMB at 103 would put KVUE shares at 18.50. If KMB makes it back to $120 or so then KVUE is $21.
I just stumbled upon it. Every time I want to buy options I just look at OI and Volume out of curiosity. KVUE had 150k+ OI across three different OTM calls for nov 21. Also on Friday, way more call volume than OI. I thought this was very unusual, and clearly there was a reason
Remember when I said I regretted buying only 1 KVUE call? Well I'm highly regarded, and didn't realize that I actually bought 10 💀
if you bought KVUE I still think you are retarded Just lucky today
I'm so confused why is the market pricing the deal at $17.3 when it's worth $21 and what happens to the KVUE ticker at close? What happens to my calls?
*" KMB buys KVUE in deal with Nvidia"* - probably somehow
THAT SON OF A BITCH WITH 400K OI ON KVUE. I had like 50 but I sold out except for 5
KVUE sounds like a really good 80s radio station
No fucking way I timed KVUE perfectly. So the absolutely insane OTM call volume and bought calls. Insider trading ftw
Cool, I bought 10k shares of KVUE on Fri. It’s up 20% premarket right now.