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conversion also makes it easier to recapitalizatize. $33b less common needs to be sold if all jps converts. pref $ much easier to raise
it's a 40 page recap plan published few weeks ago. copyright prevents me from posting. see if your broker can get it
you would be apoplectic if you saw what nomura is suggesting
curious if you have seen/studied the nomura recap scenario
we don’t read no stinkin’ documents
this is very good - thank you!
not fair and 100% inaccurate. you don’t get to his level of success at goldman if a scintilla of what you allege is accurate. plus you forget robert mnuchin is his father. can you imagine the satisfaction of him being able to go to his dad as the guy who got gses out of conservatorship? don’t know why you guys believe mnuchin/calabria/phillips et al are so inept. my $ is on their record of success
100% correct re tim
in addition, for those who don’t have access to bloomberg screens, there continues to be buyer advertising for almost all of off-the-run issues
haha ... probably a democratic member of house
but none, 0, nada, of his claims are accurate!
is this english
eve wonder where gse's would be trading at if not for the jps lawsuits and the "greedy hedge fuunds" who are paying for them
“TRUE DAT!”
disagree. his actions speak differently .... more has been done in last 5 mos than in previous 5 yrs
calabria spoke at federalist society this afternoon. among many other positive statements re ending conservatorship, 2019 has proven "the status quo is over"
HoldenWalker99 (@HoldenWalker99)
12/10/19, 1:20 PM
Assuming "first quarter [2020]," this is positive. $FNMA $FMCC
Katy O'Donnell (@KatyODonnell_)
12/10/19, 12:52 PM
Calabria on timeline of reproposing capital rule: "my target is sometime early in the first quarter.”
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settlement is now in sight ..
Saudi Aramco IPO Pricing
Saudi Aramco priced its IPO today on the Saudi Tadawul Exchange at the very top of its range for 32 riyals ($8.53) per share, valuing it at $1.7 trillion
big diff between illiquid and dead. plus, unless have access to bloomberg screen, you're swing only.a fraction of the activity in the oref's
wrong, will be fully subscribed
actually there is a lot more liquidity. need access to bloomberg screen. several firms making 2.way mkts in off the run prefs
no, simple interest
no, simple interest
no, you're wrong. it's delaware that grants 6% simple interest from date of breach of contract. breech was 2012, hence david thompson stating pref entitled to 42+% above par (7 yrs x 6%)
"Defendants’ dogged insistence on their discred- ited factual narrative while on a motion to dismiss has only one plausible explanation: the truth is utterly in- defensible."
The Collins Plaintiffs delivered their brief to the U.S. Supreme Court yesterday urging the justices to review the Fifth Circuit's decision, and IT IS WILD. above is p 21
judge lamberth said differently. rights travel with paper, makes no difference when pref was purchased, it's the current owners who benefit.. fwiw, this was same thing alexander hamilton said re war debt. us will pay its obligations no matter who is the current owner
easy pill to swallow
don't need water, it dissolves nicely
happy thanksgiving
you are 100% WRONG in lamberth. shame on you for posting such incorrect nfl and being smug about it too
lamberth is unique. not yet settled in sweeney for example
i was only responding to your query about lamberth in your earlier post. re timing of lamberth, you are wrong. case actively in discovery now, trial scheduled for 2020 and could be receiving damages in 2021.
wrong. lamberth specifically ruled rights travel with the paper - doesn't matter when you bought. read the decision, its very simply stated
no. those are the potential damages in lamberth's court per david thompson. the other has to do with potential settlement talks. boy, are you confused
my point pref stands to benefit a lot
annual 6% intesrest and only then does common bebefit
according to david thompson - investors united web site, gselinks- while lamberth could benefit both common and pref, preferred potentially receiving par + 6% simple interest from 2012 date of breach
thank you and accurate on all counts
re your pt 4, it was also mentioned by craig phillips in 2 gse investor mtgs held in nyc week before last. these were private meetings and there is no link i am aware of
correct, but conversion of existing jps does create oppy for new pref to be issued - private placement? warren buffett? - that would add the necessary core capital
yeah, right
you are 100% correct and, fwiw, commons having their day after dilution also acg opinion
why don't you just watch the video yourself?