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WE GOT LESS THAN 90 DAYS until we find out how they are going to fund this thing? Could the DJT admin be wanting some $200 billion quick cash ??? 90 days lets see.
https://www.federalregister.gov/documents/2025/02/10/2025-02477/a-plan-for-establishing-a-united-states-sovereign-wealth-fund
Chart looks very similar to Dec 7th behaviour. BUT, with so many external variables rights now with potential release. However it does give you an insight into support. Just look at teh 5 day moving average, when theres support for an upswing we see it stay above that 5 day line and when support drops off it always stays below it just. So forecasting this week could we see another Dec 7th upswing starting ???
French Hill calls on White House to take lead on releasing Fannie, Freddie
With all the Gov insider trading I wonder how many have jumped into Fannie & Freddie on the rumour of release and making large gains for shareholders! You know dam well if a few members in Gov are invested they are now going to push for release or lose there money !!!!
Bullish
Bill Pulte - FHFA Director nominated by Trump
If this is true then Mark Calabria is out for FHFA director
It's a better platform also. Locked and ready for it! I did ask the question about dividends and when he thinks they might get turned back on. Let's hope he says something about them.
THE JPS V COMMON investment, which is better ???
Well that depends on how you want the out come to be for your investment.
Sort term reward = common sell and move on cash out. The dividends for common ( if they ever turn back on) might be small to start with but as Tim P said on X.com over time it will be rewarding.
JPS = Dividends quickly. Once released from C-ship dividends will be turn back on the JPS . I looked into passed dividends for 3 series from 2004 to 2007. So one would guess its going to be double now with the market cap and Net in come since those years. If released in 2025, JPS holders could see 1st Q dividends in 2026 ?? that soon !!
FNMAS hit $12 and FNMAG is at $19.96 thanks to Bill Ackman
Yes they are continuing too out preform commons for now. This has always been a horse race over the years. With certin info released the common seem a better beat then pop, info comes out that makes JPS a better beat.
All in all both came be a great investment. I’m hold my JPS for dividends in the future if the GSE’s get released and that now shows in the price range as the talok now seems that the Gov will want to cash in the warrants but cancel the SPSA.
FOR THE RELEASE TO HAPPEN, everyone needs to get a piece of the pie in the deal !
Everyone includes:
Current shareholders common and JPS
Large hedge fund investors
All current Plaintiffs in all court cases
There’s lots of ideas that has been put forward by board members and public with different levels of information be it first hand or second hand info and prospectus on the out come.
With that out of the way let me chime in from what I know ( Not much) and where this could end up ( wild guess on my part). But a gut feeling based on events so far and the behaviour of a few in the new DJT Admin.
Just to be clear: I own both JPS Fannie and Freddie & Freddie common shares and want both to do well !!
Since working for a Large New York family construction/ developer who builds, Condos, Multi use buildings Hotels and casinos for over 10 years being in around that indirectly and be given full access to 2 multi million $$ hotel/ casino projects all the paperwork war legal side of it and all the hoops you have to do before you even break ground is mind blowing. That’s where these types of guys aka DJT, Bill, John, Buffet etc etc pride themselves on the, as DJT wrote a book about it ( THE ART OF THE DEAL)
I’ve met DJT on 2 occasions as he and my boss were building a casino together in Atlantic city a few years back and like my boss he was a sharp talker and shot from the hip. It was all about making a deal and getting the best out of the deal with a little give and take on each side. That’s how it works in NY with these guys.
So lets look what we have on the table from Investors side aka Bill, John and other large investors, maybe Buffet but that’s a long shot.
Both or all have large holdings of common shares and large holdings or JPS to hedge against if the common deal didn’t go there way.!!
Putting up $100’s millions on a gamble is not how these guys operate not even close! Their plan all along was to buy enough of the float band together and negotiate with the Government on a DEAL !!
That deal could be anything but we know that the DJT admin wants to release the GES’s and these big investors want a deal.
So what will most likely happen is :
1, So it would be to forgive the settlement money and settle all other cases in exchange for the SPSA and the release of the GES’s.
2, Gov to convert warrants to common and IPO them to investors first @ a discount ( aka) the big guys and settled cases with plaintiffs . The discount is to offset the dilution in drop of share price. Keep that in mind it’s very important part of the deal ( The discount of new shares is to offset the dilution and drop in share price) Why you may ask?? At the time of the TAKEOVER common shares in both were around $20-$30 and dropping !!
By the Gov converting the warrants to common shares they are getting (FREE MONEY) Remember the Gov has loaned the GES’s $100 billion. The other $87 billion came from the cash the Gov stole from the companies when the took them into conservatorship in Sept 2008. That part has never been challenged and it really pisses me off how the Gov can steel $87 billion in cash from private companies without the 5th amendment in play. The Gov knows it’s been paid back well over what they loaned.
Remember this! page 7
In summer 2007, as subprime mortgage defaults escalated, issuance of non-agency mortgage-
backed securities. Fannie & Freddie only had $300 million of these loans on there books!
By the end of 2007, the two firms owned over $300 billion of non-agency
mortgage-backed securities.
QUOTE: page 2 https://www.newyorkfed.org/medialibrary/media/research/staff_reports/sr719.pdf
U.S. taxpayers ultimately injected $187.5 billion into Fannie Mae and Freddie Mac.
REMEMBER THAT NUMBER $87 BILLION of share holders money !!!!
THE GOV DIDN’T LOAN US THERE MONEY THEY BORROWED IT FROM THE FEDERAL RESERVE @ A DISCOUNTED GOV RATE THEN CHARGED THE COMPANIES A 10% INTEREST ON THERE 2.5 % LOAN INTEREST + 10% ON OUR (COMPANIES $87 BILLION)
COUNRT CASES
DJT Admin will not appeal the Federal Court of claims jury verdict for shareholders 8-0. They lost big time and to fight it would NOT be in the best interests of both parties. Remember both parties including us shareholders want our companies back.
All these court cases have standing and eats up time so the Gov will settle out of court sell at a discount IPO these these people and hedge funds , companies. With the new shares and release this group will recoup a large amount of what they lost when the Gov stole the GES’s.
3, That leaves all cases settled with Plaintiffs and Plaintiffs shares. Large investors with more share @ a discounted rate to offset there large investments and current share holders with a small pice of the pie but roughly the same share price at time of conservatorship Sept 2008.
It’s up to the DJT to release the GSE’s not congress as per
6 The 79.9 percent ownership stake was selected to avoid the necessity to consolidate the assets and liabilities
of Fannie Mae and Freddie Mac onto the government’s balance sheet. See Swagel (2009, p. 37).
7 The senior preferred stock purchase agreements also included various covenants. Specifically, Treasury
approval is required before: 1) purchasing, redeeming or issuing any capital stock or paying dividends; 2)
terminating conservatorship other than in connection with receivership; 3) increasing debt to greater than 110
percent of that outstanding as of June 30, 2008; or 4) acquiring, consolidating, or merging into another entity.
https://www.newyorkfed.org/medialibrary/media/research/staff_reports/sr719.pdf
I my view if the world was honest, The Gov would return what it stole from the companies and pay back all the money it stole from the compaines but that’s never going to happen!
Bullish
They have been storming this week. I'm up a ton on mine !!!
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