There will be gatherings in Mount Tai, and there will also be meetings in the Huaxia Revival Society.

The annual member gathering is just in June.

The host is Niu Gensheng, who is in good spirits on happy occasions. Mengniu has got rid of the most difficult time, so he deliberately set the location in Baihewan, Huairou, on the outskirts of Beijing, fishing and playing cards, and having a picnic with roasted sheep.

When Lu Fei and Lu Yun brothers came, they saw an iron frame set up in the open space, and the slaughtered sheep were hanging on the side.

"You two brothers are here!"

Surprised and delighted, Niu Gensheng walked up.

"Brother Niu, aren't we the last to arrive?"

Lu Fei blinked playfully.

"No, no, just a few."

Niu Gensheng held his hand and did not let go, "Brother Lu, Mengniu is thanks to you this time, thank you, thank you so much."

Lu Fei waved his hand: "I heard what my elder brother said on the way, did you talk about it with COFCO?"

"I'm really sorry for you, I didn't expect this to happen..."

Niu Gensheng nodded awkwardly.

COFCO did not form an acquisition group with Qilixiang and Luhua as Lu Fei envisioned, but directly acquired 17.6% of the shares including Qilixiang at a unit price of 20 Hong Kong dollars per share, becoming Mengniu's largest shareholder. 61 billion Hong Kong dollars.

"Don't say that, Brother Niu, although COFCO didn't follow our acquisition plan, we still made money."

Lu Fei and Lu Yun looked at each other and smiled.

After all, the help is not in vain.

Qilixiang holds 5.1%, and the cost per share is only 8.7 Hong Kong dollars, which is almost a net profit of billion Hong Kong dollars.

(Exchange rate, 1 Hong Kong dollar = 0.123 U.S. dollars)

"Haha, as long as you don't mind, go in and sit, go in and sit, I'll make you an authentic Inner Mongolian roast whole lamb."

Niu Gensheng was wrapped in a chef's apron, grinning broadly.

After chatting for a few more words, the two went to the hot spring resort. In the lobby, there were four of them, Liu Yidong, Wu Haijun, Wang Chuanfu, and Li Shufu, playing poker together.

Group gatherings generally do not discuss specific business.

If you want to cooperate, just discuss and exchange in private.

At this time, Wang Chuanfu and Li Shufu, two car company bosses, talked about the "Cars to the Countryside" introduced this year.

Following the entry of computers into cities, home appliances to the countryside, and popularization of broadband, the 4 trillion bailout plan has also begun to benefit the domestic auto industry.

Both BYD and Geely are on the list, and their sales have skyrocketed.

One just wants to expand production capacity, and the other wants to go to the sky in one step, buy Volvo from Ford, and become the first Huaxia Automobile Company to acquire a foreign luxury car brand, and become famous.

"Ownership of the brand, production facilities in Sweden and Belgium, and all intellectual property rights belong to Geely."

Li Shufu's tone was full of expectation.

"Acquisition of Volvo, money alone is not enough?"

Lu Fei looked left and right.

"Of course you can't rely on money alone, but you can't do without money. If you want to win Volvo, the key is to get the highest price." Li Shufu stared at him eagerly.

"Mr. Lu, Mr. Li has been waiting for you."

Wang Chuanfu reminded.

Li Shufu didn't deny it either, and handed the poker to Lu Yun to play for him, and then went to a teahouse not far away with Lu Fei.

"How much are you prepared to pay for Volvo?"

Lu Fei can guess that he is looking for financing and borrowing money.

"We have already negotiated with Ford, 18 billion US dollars, 16 billion in cash, 2 million in high-yield bonds. Of course, the working capital needed for subsequent development will be at least to million."

Li Shufu observed his expression.

"so much."

Lu Fei raised his eyebrows, "It seems that Geely is bound to win Volvo, how much has it raised?"

"To tell you the truth, with Geely's financial strength, it is completely empty-handed and can only introduce strategic investors."

Li Shufu said directly that he was planning to recruit one or two strategic investors, and Goldman Sachs would be the first choice.

"Goldman Sachs?"

Lu Fei narrowed his eyes into a line.

"Yes, we issued convertible bonds worth HK$18.97 billion and 3 million warrants to Goldman Sachs, equivalent to 15% of Geely's equity, making it the second largest shareholder."

Li Shufu said: "Goldman Sachs gave us 25.86 billion Hong Kong dollars in financing, and was responsible for Geely's business of issuing high-interest bonds overseas. In the future, it will help us raise funds when we go public..."

"Well, Li always wants me to buy the corporate bonds issued by Geely, or invest in Geely?" Lu Fei rubbed his chin.

"Bonds are OK, investing is better!"

Li Shufu looked eagerly: "Mr. Lu, you bought BYD with a lot of money, and the subprime mortgage crisis also helped Lao Wang get Buffett's endorsement. No matter what, this time you can't favor one over another."

"This is no problem, I will definitely invest in Geely."

Lu Fei smiled and said: "But just one point, you guys are giving too much to Goldman Sachs, how about this, 15% of the shares, give it 10%, give me 5%, how about I buy some bonds?"

Li Shufu was overjoyed and wished for it.

I also think that I have given too many shares to Goldman Sachs, but I have to bow my head under the eaves, but it is different with Master Lu.

As soon as the god of stocks comes, the knives will arrive!

"That's it, happy cooperation."

In a few words, Lu Fei completed the transaction.

It happened to earn 15.55 billion Hong Kong dollars from Mengniu, all of which were invested in Geely, and the current stock price remained at 0.6 Hong Kong dollars.

In my memory, a few years after the acquisition of Volvo, it will skyrocket and rise to 30 Hong Kong dollars, a full 50 times increase.

What's more, with one more car company, there will be one more cooperation in logic's car chips and car-machine systems. In the future, it will be just like Bosch——

The chip and system installed on the car must be named Lu!

"Pleasant to work with."

Li Shufu left the tea room with Lu Fei satisfied, and saw Wang Chuanfu calling him to play cards for him, and he also had something to talk to Lu Fei about.

"what happened?"

Lu Fei poured him a cup of tea.

"Mr. Lu, did you agree to lend the money to Geely?"

Wang Chuanfu adjusted his glasses.

Lu Feiyin ignored the amount and only talked about the investment plan, "Are you afraid that BYD will suffer a loss if I invest in Geely? You don't have to worry about this at all. As long as we make good plans for new energy vehicles and make steady progress, it's only a matter of time before we surpass fuel vehicles."

"I'm not afraid that Geely's acquisition of Volvo will widen the gap with BYD, but I just think it's not worthwhile. If the money is spent on independent research and development, it may not be worse than acquiring brands."

Wang Chuanfu sighed, "I think Mr. Li's strategy is wrong, but I don't know how to persuade him."

"Respect the fate of others and let go of the complex of helping others."

Lu Fei raised his teacup, "Let Geely do whatever he wants, but BYD, I'd like to advise you to reduce your sales target."

Wang Chuanfu was very curious, why is this!
When it was Li Shufu's turn, Mr. Lu supported Geely's aggressive approach to acquire Volvo, but he was conservative when it was his turn.

"Didn't you use BYD's car for this ribbon-cutting ceremony? Your quality control is too poor. Tires, seats, and paint are all flawed and have quality problems."

Lu Fei solemnly reminded: "Don't just focus on sales and production capacity, let's conduct a 'quality rectification campaign' internally."

"No way? Is it so serious?"

Wang Chuanfu didn't care.

"You are vertically integrated, which is very similar to Logic's previous model. Terminals, OEMs, and panels are self-produced and sold in-house all the year round. They eat a big pot of rice. Without market competition, they will slack off and degenerate. Drink the blood of brother divisions."

Lu Fei said: "Thanks to our timely reforms, some uncompetitive ones were shut down and turned around, turning the big pot into a small pot."

Wang Chuanfu was lost in thought and kept silent.

"Like rubber, molds, and spray paints that are no longer in line with the market, things that need to be rectified, things that should be closed, and the appearance and brand design that I told you last time must be changed."

"We have spent a lot of money poaching people from Audi, Ferrari, and Mercedes-Benz to form a dedicated design team for BYD. As for the brand, I think 'byd' is pretty good, but changing it would not be beautiful."

"What makes you, oftentimes, destroys you."

Lu Fei didn't know if Wang Chuanfu could listen to much.

After all, BYD has lived too smoothly in recent years.

Seeing that Wang Chuanfu's thinking did not open up and he turned in the direction of the "Dynasty Series", Lu Fei did not backfire.

After a while, Ding Sanshi, Lai Haisong, Lu Huateng, Liu Qijin and others arrived at the scene, only Ren Zhengfei was absent due to business.

The party was still the 16 people from last year.

One has not increased and one has not decreased.

After the "Mengniu Incident", the cohesion and combat effectiveness of the entire Huaxia Revival Association have been different from before.

Coupled with subprime mortgages and gold investment, everyone who sees has a share, and the participating members earn a lot of money without any effort, and their net worth grows rapidly, faster than in history.

Undoubtedly, it has established Master Lu's absolute core position in the small circle. Although he is young, he is already——

The undisputed leader!
"Everyone, cheers!"

Lu Fei stood up and raised his glass.

"cheers!!"

Liu Weidong, Wang Chuanfu and others clinked glasses one after another.

On the table, there were two plates of roasted whole lamb, surrounded by a variety of Mongolian and Beijing dishes. The dishes had five tastes, and the wine had three rounds. Amidst the laughter, Wu Haijun suddenly raised his mouth in a joking tone:
"Mr. Lu, are there any other investment projects like subprime mortgages and gold, so that everyone can follow suit?"

As soon as this remark came out, other people present immediately turned their attention to Lu Fei who was chatting with Li Dongsheng about the details of Powerchip's investment.

"I know this. Mr. Lu told me before, and asked me if I am interested in shorting the stocks of Lianxiang and Nokia?"

Before he could open his mouth, Liu Weidong sang the oboe tacitly.

Short Lianxiang and Nokia? !
Wang Chuanfu and others couldn't help being stunned, and asked for proof.

"There is indeed such a thing, but shorting Lianxiang is purely a personal grievance, so you should not mix it up. Nokia is a good project. Everyone is welcome to invest together."

The corner of Lu Fei's mouth raised slightly.

With the admission of shorting Nokia, the crowd fell silent.

Nokia is targeting logic, and Lu Fei is shorting Nokia?
No matter how you look at it, like Lianxiang, it is also a personal grievance.

"The reason why I am not optimistic about Nokia is very simple, because when Logic's first-generation smartphones were officially launched, Nokia's closing price was US$38.11 per share."

"So how much is it now?"

"It's almost falling below $20."

"It has been doubled in recent years, because of what?"

Lu Fei winked at Wu Haijun calmly.

"Because high-end smart phones are basically taken over by mobile phones from the Apple, Logic and Android camps, and the low-end market is threatened by counterfeit phones, Nokia's market share and global sales have been declining in recent years. When it comes to the Huaxia market, it will soon shrink significantly."

Wu Haijun gnawed on the lamb chops, carelessly.

"No way?"

Li Shufu frowned, "I see that Nokia has done a great job on Ali Baba, and the pre-sale of new mobile phones is quite good."

"The N5320 is only 37 now."

Wu Haijun snorted, "It doesn't even exceed the limited release of Mi 1, let alone Shenzhou."

Speaking confidently, "Everyone, it's not that I drank too much and boasted. Nokia's N5320, Shenzhou's hasee4, and Xiaomi's Mi 1 are not comparable. As long as the production capacity is guaranteed, this year will definitely make Nokia's mid-to-low The end share will take a big dive."

"Not just the product, but the platform."

Lu Fei put his hands on the table and leaned forward: "Do you think Ari Baba is comparable to Feigou.com?"

When everyone heard this, they took a closer look.

Gradually, I also felt that it was really good to short Nokia.

"Nokia has been falling for more than 2 years, and there is no sign of stopping the decline until now. The reason is as simple as sales!"

"Smartphones are growing from a fledgling to the protagonist of the market. Nokia, which has not succeeded in transforming for a long time, will naturally fall from the altar, and this fall will be smashed to pieces!"

Lu Fei looked around and raised his voice.

"We expect that if Nokia's performance is lower than market expectations this time around 'June ', it is very likely that there will be a slight plunge."

"Short Nokia, if you can't buy it, you will lose money, if you buy it, you won't be fooled." He tapped his finger on the table.

Everyone looked at each other with subtle expressions.

Anyone with a discerning eye can see that June is a decisive battle on the top of the Forbidden City, not only in shopping malls, but also in finance.

Nokia, Ali Baba and Lianxiang,

Fight against Xiaomi, Shenzhou, and Feigou.com.

No matter how you look at it, it is true that the latter has a greater chance of winning.

Li Shufu still has concerns. After all, he has no feud with Nokia in the past, and has no grievances in recent days. Isn't short selling too cruel?

Liu Weidong just said, even the subprime mortgages were shorted, and Lehman was overthrown, so why not be afraid of shorting a Nokia?

All of a sudden, everyone's psychological burden was reduced.

Only foreign capital is allowed to short our Chinese concept stocks,
We are not allowed to come back in Huaxia group for revenge?
Kou can go, so can I!

Immediately eager to try, all want to get a share of this gluttonous feast, and can't help but mourn for Nokia in my heart——

Nokia, Nokia.

What do you say you are going to provoke Lu Fei, an evildoer!

So during the party, funds were quickly raised.

At least 100 million US dollars, ranging from 100 million to 500 million US dollars. The other members of the Huaxia Revival Association all want to follow Lu Fei to make a fortune again. Without affecting the normal operation of the company, they have raised funds to join the group. Xueqiu Rolling bigger and bigger.

Rolled to 5200 million dollars.

Including the $7500 that Three-Body Fund shorted Nokia and Lianxiang, it was enough for them to drink a pot!
The only fly in the ointment is that there is no shorting of Ali Baba.

In order to increase the chances of winning, other people who are already on a warship not only contribute money, but also contribute, such as BYD and Geely, and plan to cooperate with an event on the day of June ——

Buy a car, send Shenzhou and logic mobile phones.

Mengniu, Luhua, Wangyi, etc. are also trying their best.

The "June " shopping festival is no longer a fight between Feigou.com and Ahli Baba. Logic, Xiaomi and Shenzhou are fighting against Nokia and Lianxiang.

The war between the two largest chambers of commerce in China!

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