What Should I Do With My VMware Stock?

[@lostinrepair]

Excellent job explaining this, Patrick. Thank you. Something tells me more lawyers may enter this fray. Given the disparity in the two election options - the inadequacy of the cash offer - plus the short election window, it's clear non-electors aren't going to be happy with their result, not just because of the (un)fair value received but also the tax exposure. What a poorly constructed offer!

[@ampliuswealthadvisors2513]

Hi Tim - thanks for your kind words and comment. Certainly, it is a nuanced and tricky situation. I'd love to connect with you if you're open to it, please send me an email at [e-mail].

[@NikitaHaryani]

For those who have not submitted election form, they will be by default given 1 option i.e to tender shares for cash at $142.50/share?

[@elangolakshman3007]

Even I have the same question

[@alk4210]

what if there was no option sleected then what will happen?

[@gaurav2kind]

Cash@142.5

[@gaurav2kind]

Sir, the deal ended yesterday with stock elections getting $197 worth of package, AVGO@.252 pro @52.1% +cash 142.5 prorated @47.1%.. great deal.

[@gentlerhino]

It's September 28th now, I did make my elections but can I still sell my VMW stock now or before October 30th? Thank you.

[@ampliuswealthadvisors2513]

Hi - where do you hold your shares, what financial institution? Please reach out to me at [e-mail].

[@AnkitPatel-jp5pi]

I didn’t get a math that you did at the last segment, where you said 85 millions/ 300 millions which is 28-29% of Broadcom stock, so what if all 430 millions Shares selected for Broadcom stocks exchanges then as per your calculation it’s 215 millions/ 430 millions which give around 50% of Broadcom stocks?

[@ampliuswealthadvisors2513]

Hi - you are correct in your example. They will pro-rate by taking the number of shares still needed for the cash election (however many they are short by) and dividing it by the number of shares elected for Broadcom shares. Please reach out to me at [e-mail], I’d love to chat in more detail.

[@parthshah3800]

Should I buy VMW with all what I have considering a sure shot receiving value of $180 compared to current market price of $165?

[@ampliuswealthadvisors2513]

Hi - while that is a fair question and thought, there is so much nuance to consider and I would not at all call it a ‘sure shot.’ Please send me a note at [e-mail], I’d love to discuss with you.