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good evening and welcome back to beeridge today i want to talk about softbank again but this is not about the troubles that may occur is facing we all know what is the trouble he is facing basically the markets are collapsing and he is highly leveraged and he is paying the price most of his companies are privately held not profitable and therefore are not attracting capital they are forced to lay off staff and there is no way he can list them even his listed companies are not making profits except alibaba alibaba one of its his greatest successes is under tremendous pressure from the chinese government all this has meant that he has to sell one of his crown jewels his crown jewel his arm holdings arm holdings was acquired in 2016 by him for a fancy price of 24.6 billion us dollars and he became the owner of arm holdings irm is a british startup which designs chips you could call arm holding a very important crown jewel because it is the most important part of the semiconductor industry you could also call it the switzerland of semiconductors because this meant that their technology was fairly available to everybody at a license and therefore their technology drives most of the chips across the world they licensed their software and their technology to one and all to whoever was willing to pay irrespective of size and and they were neutral this meant all chips made in the world at some point have am technology stamp on them and therefore this was the perfect company for softbank to control softbank wouldn't have sold this company if it did not run into trouble but the other investments he made such as oyo and ride hailing app grab and also the chinese version of it didi all this put enormous pressure on him and he had to find cash arm holdings is one of the few companies he has through which he can generate this money at first what he tried when he took over in 2016 he said the future is the internet and therefore arm holdings would pivot and make chips for the internet of things unfortunately for masochism things didn't play out as quickly as he thought it would and the chips he made for the internet really did not pick up at the pace at which he thought it would forcing aaron holding to pivot by then his troubles in other places became well known therefore to raise cash he was talking about selling this to nvidia nvidia would have bought erm holdings and made a chip called gram rate but this would have had a major problem because arm holdings would have had to cancel all its licenses to others and give n media the exclusivity to use it the authorities and regulators in the united states put paid to this deal and told him this deal could not take place this deal was valued at sixty six point five billion dollars then moshi says did the next best thing he said he would list this company and take it public and he would sell a majority of his take since this company is a british company everybody thought that the listing would be in the london stock exchange softbank refused and said the listing would most likely be nasdaq because he is getting favorable terms there there has been intense lobbying from britain to make sure that the arm holding stays as a british company because it is one of those few british companies that have succeeded widely beyond imagination and is a poster boy for british innovation to such an extent some of the parliamentarians have said that the british government should get a golden share in aram halting and decide on the future of it but all that has come to naught and sisan is talking about listing in nasdaq unfortunately for him by the time he decided that he would list it in nasdaq the markets have spectacularly collapsed leave the bounce in the last week it will get sold into in due course of time therefore he may not get the valuation that he desires so he is in a catch-22 situation where he needs cash no he's his he has a valuable asset and the valuable asset because it's the switzerland of civic it's industry cannot be sold to anybody and therefore if he lists it it will be at a discount but he needs to list it because of his pressures now qualcomm has entered the fray qualcomm says it will not take control of the company but is willing to put a significant amount of capital and take a big stake in arm holdings it is also said rivals of qualcomm other semiconductor manufacturers are also interested in investing in arm holdings look there is a chat there is a chatter that a consortium of semiconductors will invest in air and holdings so to ensure that the future control does not go into unknown hands and put pressure on the global chip industry which is already reeling because of supply chain problems which came out of covid so it is very clear that a consortium of semiconductor manufacturers led by qualcomm are interested in taking a big stake in the ipo headed arm holdings to make sure that the neutrality with which it's licensing its chips technology continues the consortium says that if its value is right the consumption does not mind taking over arm holdings and ring fencing it as a separate company and continuing its current policies of investing in technology r d and licensing this chip technology to one and all who is willing to pay the requested fees and the licensing charges what will happen to two arm holdings basically depends upon what will happen to softbank if the values of the asset market continues to fall mostly sun will be under huge pressure to sell this company at the price he's getting unliquidated so that he will be able to get out of trouble the battle for arm holdings has just got interesting thank you for watching be rich if you like the content kindly subscribe to my channel and turn on the bell notification if you do not turn on the bell notification you will not be notified about a new video that has been released once again i urge you to share this content with your friends and relatives thank you for supporting be rich i have written two books in english the alchemy of money and ordinary stocks extraordinary profits these books are published by us and are ready if you want to procure a copy send us a message to the whatsapp number given below and my team would respond to you finally those who wish to consult with me can send a mail to be rich english gmail.com once again i thank you for your support if you like this video press the subscribe button of my channel hit the like button and turn on the bell notification
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