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We must recalculate the pps. Correct me if i'm wrong: freddie $3000m/650m shares= $4.61/share. Fannie $3000m/1150m shares = $2.59/share
Nws suspended
I thought the same, but here we are...waiting for the merger, the judge gave the ok. I don't know what they're waiting for ...
Someday we'll wake up and the gse's prices will be too much expensive for small investors and the shorts will cry remember old falls. Then will be too late.
I only see one destination for this train, the moon!!
With normal conditions, we can talk about movements by technical aspects, but I must remind you that we are not in normal conditions and that trying to go for a penny is like playing Russian roulette. if the news of suspension of the nws occurs when the markets are closed, we will wake up with a gap that will be difficult to close. Do you think that the gap that exists in preferreds will be covered? or will be a price that will not be seen again? with the commons can happen something similar and there are a lot of big companys with gaps never covereds
My feeling with this bill is, they are assuming that the NWS will be canceled soon
This bill contradicts the budget 2018 which calls to "end taxpayer bailouts"
Any thoughts how affect this merger to the current shareholders?i bought some shares last month because i think this company is undervalued.if there is a new shares issued, at what price will be issued?
I think this is a base valuation. if you apply this numbers at freddie, the valuation is more high because there is less shares outstanding and the cushion for an hipotetical rescue is smallest. my bet is for freddie!!
You will agree with me that if the warrants are exercised to capitalize the gse and have a cushion of 100b, all this money is real and has to be counted as assets. then the value of the company must have at least this value. $ 100b / 5b shares = pps $ 20
In my opinion, the projection of the ackman pps is correct, if the warrants are executed (complicated thing because the debt has been paid with interests) all there money must be counted as assets, making the value of the company rise considerably and consequently the value of the 'diluted' shares. if we add an annual net income of about 10b to all this, we will have annual profits of $2/share more or less. for all that I have exposed I think that the estimate of $25-45 made by ackman is quite prudent
This high volatility confirms that we are at the last stage of conservatoship. i think it's a bad moment to trade, you can be out at there moment and you'll can't react. the smartest position is 'buy as you can' don't matter commons or prefd at the end everyone will win.
Someone will looks with a silly face on the day that doesn't cover that gap and keep going up ...
It add more pressure for recap.
It's a posibility. Did you hear some rumor?
Strong earnings for freddie, every quarter F&F are stronger. My sense is Gse's are undervalued
I expect double my position. Which is a good entry point?
It's true, these warrants looks like AIG's warrants, but the big diference is, the GSE's rescue was not necessary. all the gov's classificated emails can probe it. We are before the big theft in US history
The only question now is: what happen with warrants? I want remember: the warrants was a warranty for a repayment and repayment is made. If the gov executes there warrants, it will bring more lawsuits.
A RS is no sense currently. last year fannie reported 12.3b of net earnings. this is $10/share. with a supposed RS of 10:1 this would be $100/share. i can't see any finality in a company with there large earnings
can you summarize it?
Is this the upside before merge?
Is watt saying that he is ready to cancel NWS?
Is Corker's retirement, part of an agreement with plaintiffs-shareholders?
I think this is a warning for shorts.
How are your $5.000 in loses?
I like when in a bear configuration we have a surprising good news...it's always an explosive movement. can you told us when you expect cover this. i think that i'll watch & learn what i mustn't do...
1 bilion in cash and market value of 115m?
Mjna announced that august 2017 was the largest revenue sales/month in company history. The share price trend is not equal to the progress of this company, for this i'll buy some more. ??
Are not cancelled and substitutes by the new shares in every 'merge'?
Your words are still in my mind....but i can't understand why someone who buyed shares a few days ago is an horrible trader...
Are you a good 'short'?
A question come to my head: if the night before merge, the judge allow an exchange old Suneq for new sune. At what price will cover all this shorts?
A good or bad trade is defined by the buy price and sell price...and the most important at this level is how much you can lose. in my case...little
Next week we'll see what happens. If this quarter is good (our CEO expects a spectacular year) we will see a big run. These large revenues should be reflected to earnings
If this going down a 50% i'll buy some more...i can do what i want with my money :D
When we will see Q2 report? Next Monday?
Shaking the tree.... as on yesterday close.
On yesterday i opened a small position, 35000 shares, if it's finally cancelled i'll don't lose much money....if there is a change at last minute before merge... $$$$
There is a good risk/reward here.
Good luck to all.
Hey Navy. Stress test:fhfa projected to range between $34.8 billion and $99.6 billion depending on the treatment of deferred tax assets. (Freddie with dividend payments).
Are they preparing the road for end the NWS and conservatorship?