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Yer but if the DJT admin (if they win) can't deal a cancellation of all shares both common and JPS when there donors have large portions of both. Why would they wipe out shareholders that give money to the campaign ??
Now if these CEO's of both company's are getting stock as a bonus then when???? That would tell you something.
They should!!! The Government has stolen enough from private shareholders.
I bet they are waiting or Lambert's been told not to rule until after the election so to stick the next admin with a 700 million bill !
Thanks again! Don't you see, it ties into the current election and if DJT wins then there release plans @ 2.5% comes in line for a realistic value.
THANKS Rodney. Great insight on prices per share.
It comes at a time when 55 days out from the election that this story was released gives us a clue. They mention that 2 of the largest holders of common and JPS are involved or connected to the group having the meetings. It seems they are really getting started on plans for a quick release rather than wait until after they put out the DUMPSTER FIRE oof the last 3 years. Maybe they see it as a way to raise money $$ for there pet projects and bypass congress.
Now this is greedy Government here they will want some $$$ to fund there pet projects so my gut is they will cash in the warrants and cancel the SPSA and lower the requirement ( retained earnings) to 2.5% and release and make the GSE pay a fee for the backstop.
I don't see them converting the JPS, it would be easier and less of a law suit issue by shareholders to leave then as JPS because you don't want to Piss off your donors !!
I've always believed that when it came time whoever was in the whitehouse would sell off the warrants to there buddies for providing campaign funds and endorsements.
So if 2 of the largest and closest to the deal would benefit from the warrants then would it make sense to cash in the SPSA and cancel the warrants??
Great find !! Lets breakdown some things and open up where this could go!
Ok so we have a few hedge fund guys involved and endorsed the DJT campaign. Sounds like the wheels are turing and prepearing for Jan 6th??
So Questions for the board:
If you have Hedge fund guys owning both common and JPS, then how are they going to make huge returns on there investments if the Gov cashs in the Warrants or SPSA ??
Anyone ????
Bill Ackman’s Pershing Square owns a roughly 10% stake in the common shares of both Fannie and Freddie.
John Paulson, who is viewed as a potential pick for Treasury secretary under Trump, owns a sizable investment in the preferred shares.
I like the 2 lines under the HEADING
Trump Allies Are Working on Plans to Privatize Fannie and Freddie
A deal would call for the government to try to sell a chunk of its holdings in the mortgage giants to investors, including sovereign-wealth funds
(((((((((. including sovereign-wealth funds. ))))))))))
Could Buffet finely make a major stake in the twins?????? He's being cashing up and has over 288 billion in cash in hand?
It's a sign that DLT team is assembling groups to discuss what needs to be done with Fannie & Freddie ahead of Jan 6th. If these meetings have been taking place then Shareholders may finely get the release of Fannie & Freddie in 2026 with 2025 being the planing release year. Still it's a positive step foreward.
I hope they are RED lolipops from Fannie & Freddie
It's so they can use it for there pet projects and spend Fannies & Freddie's money rather than build capital and release.
WOW did some DD on this lady ! Post conservoorship being CEO of Freddie would be great for the company going foorward. BUT she is way over qualified for this job with this salary in peanuts. WTF gives. Why would she be appointed to this position??
I don’t know why this keeps coming up but it says right in the Investment prospectus that the JPS are non convertible to commons.
They need 2/3rds of each JPS series to make a change and why would anyone holding JPS want anything than Par?
Next year I wouldn't be susprized that Freddie passes Fannie with all the downtown building empty and those mortgages need paying !!
Not me. I read daily but don't post much as not much is happening right now. Wait to Trump wins then we see fire works!!
If the right people are put in place in his cabinet then yes I hope so and it's looking like that. The polls are showing a good win for shareholders
Got me! But I'm sure with the Polls looking like a win for fannie & freddie shareholders one can only hope this will continue to build as we get closer to the election.
Like I pointed out in my post. The DJT letter made references to DJT stating shareholders have been harmed enough ! The Gov has stolen enough! So if they were to JUST cash the warrants only and cancel the SPSA ( As they were only for collateral ) if F&F couldn't pay back.
So then commons would be in the ball park of $5 to $12 right ??? Asking for a freind.
I'd like to point out a couple of things about this letter DJT wrote to Senator Rand Paul back in 2022.
DJT knowedged that the large % of Fannie & Freddie investors were everyday US citizens retirement savings etc. I took another look at it and wondered a few things.
Quote:
((((Federal Housing Finance Agency (FHFA) to steal the retirement savings of hardworking Americans who had invested in Fannie Mae and Freddie Mac.))))
Quote:
(((((The idea that the government can steal money from its citizens is socialism and is a travesty brought to you by the XXXXXXXX ad ministration.))))))
If DJT gets a 2nd term and within a year in the position to release Fannie & Freddie one must ask if he would want to release in a way it didn't steal anymore $ from shareholders or wa this letter just ( Lip talk)
Quote:
((((My Administration would have also sold the government's common stock in these companies at a huge profit and fully privatized the companies.)))
If he is a man of his word then is this going to happen this way??? Cash in the warrants, sell to certin people aka (Warren Buffet) why is Buffet selling large holdings of stock and getting cashed up???? Reports say he has around $350 million in cash. Has anyone found any DD on him and DJT or the future admin having meeting s etc???
https://www.fool.com/investing/general/2014/04/28/warrenbuffett-on-fannie-freddie.aspx
https://pbs.twimg.com/media/GWjabfqXAAEADQ3?format=jpg&name=large
I'd like to point out a couple of things about this letter DJT wrote to Senator Rand Paul back in 2022.
DJT knowedged that the large % of Fannie & Freddie investors were everyday US citizens retirement savings etc. I took another look at it and wondered a few things.
Quote:
((((Federal Housing Finance Agency (FHFA) to steal the retirement savings of hardworking Americans who had invested in Fannie Mae and Freddie Mac.))))
Quote:
(((((The idea that the government can steal money from its citizens is socialism and is a travesty brought to you by the XXXXXXXX ad ministration.))))))
If DJT gets a 2nd term and within a year in the position to release Fannie & Freddie one must ask if he would want to release in a way it didn't steal anymore $ from shareholders or wa this letter just ( Lip talk)
Quote:
((((My Administration would have also sold the government's common stock in these companies at a huge profit and fully privatized the companies.)))
If he is a man of his word then is this going to happen this way??? Cash in the warrants, sell to certin people aka (Warren Buffet) why is Buffet selling large holdings of stock and getting cashed up???? Reports say he has around $350 million in cash. Has anyone found any DD on him and DJT or the future admin having meeting s etc???
https://www.fool.com/investing/general/2014/04/28/warrenbuffett-on-fannie-freddie.aspx
https://pbs.twimg.com/media/GWjabfqXAAEADQ3?format=jpg&name=large
It seems very odd this isn't settled by now well over a year since a jury passed judgement and some 5 months since final judgement ! No word or update from Gary Hinds either. What are they waiting for? Does it matter who's POTUS, are they waiting for that to happen? Or is it the DOJ just dragging this along?
It seems very Odd it's taking so long..........
That's Why I brought old JPS of Fannie and Freddie from 1996 to 2004. My large freddie $50 par are only 5 million of which over 80% are locked up by investors so any nego will come from us shareholders and not what the Treasury wants !
He is indeed. He deleted one of mine for no reason and I re instated it! He is beginning to step on senior Mods and that won't fly! It's been noted and email sent to admin.
Glad I'm not a whale I picked up a few more FNMAT !
Well if there's a DJT win in Nov with him assembling his cabinet the question for us shareholders is how fast will we see the wheels start turning for the release and end of conservatorship of Fannie Mae & Freddie Mac?
The lastest rumour was Elon to join the cabinet as a financial adviser ! There's alot to fix with this country in 4 years so for any hope of release and a win for shareholders is they gotta be working on this now planing there move on Jan 6th or we won't see any change in the first year of 2025!!!!.
That's an Awesome post with the link to the emails. That Jim Parrot should be in jail along with the rest of them for conspiring the Gov to illegally take private property !! When will this Kangaroo court end for Fannie Mae & Freddie Mac !!
Nice to have a follow Kiwi onboard ! Stand long and strong for this amazing once in a lifetime investment !!
WHO'S BUYING? Are they thinking this is a Trump trade if DJT wins in November? Lets see who these companies are !
https://www.morningstar.com/stocks/pinx/fnma/ownership
Seems they maybe looking towards the housing market in the future of large investment companies own large holdings of homes.
BGF World Financials A2
BLACKROCK
https://www.blackrock.com/sg/en/products/229936/bgf-world-financials-fund-a2-usd
IS Lord Abbett Bond Debenture SP
https://www.lordabbett.com/en/strategies/mutual-funds/bond-debenture-fund.html
American Funds Growth Fund of Amer A
https://www.morningstar.com/funds/xnas/agthx/quote
Capital Group Growth Fund of America
https://www.capitalgroup.com/about-us/news-room/Capital_Group_and_KKR_Form_Exclusive_Strategic_Partnership_to_Create_Public-Private_Investment_Solutions.html?cid=p80277509603&ad_id=76691134448154&ext_id=&&msclkid=9dff39df59a91af3092c5f6b974cbc6e&gclid=9dff39df59a91af3092c5f6b974cbc6e&gclsrc=3p.ds
I bet it’s because like any other bank they take your shares and borrow against them!!! On a crash like this they need to halt you from selling YOUR SHARES from out under them and leave them holding an empty brown paper bag!!
Sounds good Looks good !!
Sounds about right Louie, now FHFA and Treasury can’t do anything!
No release!
No re write of the SPSA
But !! POTUS CAN with a stroke of a pen! Does that mean POTUS can order the terms of the release and bypass Congress/FHFA/Treasury?????
THAT'S Funny! Then common must be called @ $0.01 as per SPSA ? What alot of BS no one knows what the plan is for all we know it could be common $325 and JPS Par !
GOOD OR BAD ? now if DTJ appoints a new FHFA Director then he has to go though Congress to make changes to Fannie and Freddie? With having the FHFA in charge of changes etc then the POTUS can direct it's director to make changes rather asking congress? It would be better for DJT to have a director in charge of FHFA to end the conservatorship rather asking congress too?
What might happen under the next POTUS in the next 4 years!
Yahoo article.
Quote:
Freddie Mac and Fannie Mae
The government-sponsored mortgage enterprises Fannie Mae (FNM.SG) and Freddie Mac (FHL.SG) have long been Trump’s targets for privatization. The two companies back roughly half of all mortgages in the US.
‘There's going to be a pronounced push to get Fannie and Freddie the mortgage signs out of conservatorship. That's something that you have seen not only Donald Trump focus on, but really the entire Republican party,” BTIG's Boltansky told Yahoo Finance recently in a live interview.
Year to date, Freddie Mac is up more than 60%. Shares have risen more than 6% over the past month. Fannie Mae shares have risen 34% since the start of the year and more than 7% over the past month.
https://finance.yahoo.com/news/stocks-that-make-up-the-trump-trade-130017653.html
Why would you say that! It's a guess right? It won't be anywhere near those highs in March 2025, and that's a guess too!
If DJT wins the election in Nov 6th sworn in Jan 6th, then it's going to take a few months to right the ship and start the ball rolling! Hell it might take 3 years to see any action as there's more important things that need taken care of first!
The latest polls show the GOP is going to win the Senate back and most likely the house again. But still the filibuster is one hurdle. So in order for there to be any action for congress on Fannie Mae and Freddie Mac it's going to take time. Even if the POTUS signs an executive order it's still going to take time!
FANNIE/FREDDIE BOOM
https://finance.yahoo.com/news/trump-victory-could-ignite-massive-160015120.html
QUOTE:
During his first term, Trump worked on increasing homeownership rates, extending eviction moratoriums during the pandemic, and proposing the privatization of Fannie Mae and Freddie Mac.
Thanks to LL from the freddie board for the link
Ackman also very vocal on supporting DJT. He has a long history of speaking out for TJD on issues. Could we see him on the DJT Cabinet in 2025? Does Ackman still hold his large positions in both FnF ? Anyone know this???
Someone wants a seat at the table !!!
He hasn’t lost since he replied to my post about 2 years ago now . I check his profile he hasn’t posted anyway since . Don’t know what happened t him .